HENRY JANSSEN FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HENRY JANSSEN FOUNDATION (EIN 20-1812511)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-15
- IRS object ID
- 201101059349100400
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-15T08:36:05-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH MARKET SQUARE | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 17101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201812511 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Henry Janssen Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HENR | NameControl |
| Phone | 6106782426 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 WESTVIEW DRIVE | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 19610 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELSA M HOPPMAN | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-04-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PRICEWATERHOUSECOOPERS LLP | Name |
| Phone | 7172315900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 10625386 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 242269 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 242269 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 12963 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 733027 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 233901 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 31206 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 255232 | TotalRevenueAndExpenses |
| Total Net Investment Income | 476170 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 31206 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 24123 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 14623 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2046 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2046 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 25227 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15136 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10091 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 51396 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31805 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 19591 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 391000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 391000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 442396 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31805 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 410591 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -187164 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 444365 | NetInvestmentIncome |
| Adjusted Net Income | 31206 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2536262 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2328953 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2328953 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 7238950 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7978005 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 7978005 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 310065 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 310065 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 3580 | OtherAssetsBOY |
| Other Assets EOY | 8363 | OtherAssetsEOY |
| Other Assets EOYFMV | 8363 | OtherAssetsEOYFMV |
| Total Assets BOY | 9778792 | TotalAssetsBOY |
| Total Assets EOY | 10625386 | TotalAssetsEOY |
| Total Assets EOYFMV | 10625386 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 12100 | AccountsPayableBOY |
| Accounts Payable EOY | 12500 | AccountsPayableEOY |
| Total Liabilities BOY | 12100 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12500 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 9766692 | UnrestrictedBOY |
| Unrestricted EOY | 10612886 | UnrestrictedEOY |
| Total Net Assets BOY | 9766692 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10612886 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9778792 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10625386 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9766692 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -187164 | ExcessOfRevenueOverExpenses |
| Other Increases | 1033358 | OtherIncreases |
| Subtotal | 10612886 | Subtotal |
| Total Net Assets Fund Balances EOY | 10612886 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 4000 ANADARKO PETE CORP STOCK | 2004-05-26 | 2010-06-09 | 155556 | 110610 | 44946 | 44946 |
| 3000 BP PLC SPONSORED ADR | 1964-11-03 | 2010-06-08 | 104936 | 4926 | 100010 | 100010 |
| 2000 CSX CORP | 2001-04-10 | 2010-03-09 | 98651 | 34410 | 64241 | 64241 |
| 1000 POTASH CORP | 2010-03-09 | 2010-08-25 | 144270 | 119794 | 24476 | 24476 |
| 2000 WEYERHAEUSER CO COM | 2005-04-06 | 2010-09-15 | 34679 | 142523 | -107844 | -107844 |
| 3405.8450 WEYERHAEUSER CO COM | 2010-09-01 | 2010-11-18 | 59057 | 52327 | 6730 | 6730 |
| 3000 PEABODY ENERGY CORP COM | 2004-05-26 | 2010-01-28 | 135877 | 34535 | 101342 | 101342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 233901 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 31206 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 506003 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8758981 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05777 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 549980 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11179389 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049196 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 473495 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 12128160 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.039041 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 464550 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11088913 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041893 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 505800 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10411699 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04858 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.23648 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047296 | AverageDistributionRatio |
| Net Noncharitable Assets | 9689350 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 458267 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4444 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 462711 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 410591 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8887 | InvestmentIncomeExciseTax |
| Subtotal | 8887 | Subtotal |
| Tax Based On Investment Income | 8887 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2249 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2249 | TotalCreditsAndPayments |
| Tax Due | 6638 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID F RICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6106782426 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 WESTVIEW DRIVE | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 19610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ELSA M HOPPMAN | ||||||
| 265O WESTVIEW DR | WYOMISSING | PA | 19610 | PRES. | 0 | 0 |
| NANCY M WISSINGER | ||||||
| 265O WESTVIEW DR | WYOMISSING | PA | 19610 | VICE PRES. & TREAS. | 0 | 0 |
| JANE M ROHRBACH | ||||||
| 265O WESTVIEW DR | WYOMISSING | PA | 19610 | SECRETARY | 0 | 0 |
| DAVID F RICK | ||||||
| 265O WESTVIEW DR | WYOMISSING | PA | 19610 | ASST. TREAS. | 0 | 0 |
| DIANE L BECK | ||||||
| 265O WESTVIEW DR | WYOMISSING | PA | 19610 | ASST. SECRETARY | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9836904 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9836904 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9836904 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 147554 | CashDeemedCharitable |
| Net Noncharitable Assets | 9689350 | NetNoncharitableAssets |
| Minimum Investment Return | 484468 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 484468 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8887 | TaxBasedOnInvestmentIncome |
| Total Tax | 8887 | TotalTax |
| Distributable Amount Before Adj | 475581 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 475581 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 475581 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 410591 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 410591 | QualifyingDistributions |
| Adj Qualifying Distributions | 410591 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 475581 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 265471 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 410591 | QualifyingDistributions |
| Applied To Year1 | 265471 | AppliedToYear1 |
| Applied To Current Year | 145120 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 330461 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE OF CONTRIBUTIONS | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 WESTVIEW DRIVE | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 19610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | TO SUPPORT ACTIVITIES OF CHARITABLE ORGS. | PurposeOfGrantOrContribution |
| Amount | $391,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 391000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 242269 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 12963 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 255232 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 255232 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4&6 | LineNumber |
| Relationship Statement | THE FOUNDATION INVESTS FUNDS IN VARIOUS FINANCIAL INSTRUMENTS TO GENERATE INCOME WHICH IS DISTRIBUTED TO APPROVED CHARITABLE ORGANIZATIONS. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| AUDITING EXPENSE | $19,000 | 9500 | 9500 |
| TRUST CUSTODIAN FEE | $5,123 | 5123 |
Depreciation Schedule DepreciationSchedule
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT EXPENSE | Description |
| Revenue And Expenses Per Books | 25227 | RevenueAndExpensesPerBooks |
| Net Investment Income | 15136 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10091 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Income | Description |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHANGE IN NET UNREALIZED G/L ON | $1,033,358 |
| INVESTMENTS | $0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $2,046 | Amount |
| Net Investment Income | 2046 | NetInvestmentIncome |