CARSON KOLZIG FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CARSON KOLZIG FOUNDATION INC (EIN 20-0665249)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-10
- IRS object ID
- 201122229349100417
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-10T15:53:18-07:00 | 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 | LarsonAllen LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 W Grandridge Blvd | AddressLine1 |
| City | Kennewick | City |
| State | WA | State |
| ZIP Code | 99336 | 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 | 200665249 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carson Kolzig Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARS | NameControl |
| Phone | 5095284144 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 W Grandridge Blvd | AddressLine1 |
| City | Kennewick | City |
| State | WA | State |
| ZIP Code | 99336 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dennis C Loman CPA | Name |
| Title | Treasurer | Title |
| Date Signed | 2011-08-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dennis C Loman CPA | Name |
| Phone | 5097351561 | 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 | 706126 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 61479 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2211 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2211 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10218 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10218 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 23172 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 140137 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 23172 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 229142 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 326222 | TotalRevenueAndExpenses |
| Total Net Investment Income | 35601 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 485 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 485 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2900 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 2900 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 54838 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2838 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 52000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 283 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 167 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 34695 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 34695 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 190230 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 52923 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 283431 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3005 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 143003 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 288431 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3005 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 148003 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 37791 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 32596 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 411762 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 383639 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 383639 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 76414 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 87560 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 87560 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 52071 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 52071 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 175292 | InvestmentsOtherBOY |
| Investments Other EOY | 182856 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 182856 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 663468 | TotalAssetsBOY |
| Total Assets EOY | 706126 | TotalAssetsEOY |
| Total Assets EOYFMV | 706126 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 663468 | RetainedEarningsBOY |
| Retained Earnings EOY | 706126 | RetainedEarningsEOY |
| Total Net Assets BOY | 663468 | TotalNetAssetsBOY |
| Total Net Assets EOY | 706126 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 663468 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 706126 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 663468 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 37791 | ExcessOfRevenueOverExpenses |
| Other Increases | 4867 | OtherIncreases |
| Subtotal | 706126 | Subtotal |
| Total Net Assets Fund Balances EOY | 706126 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 23172 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1136 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 305156 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 645131 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.47301 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 265203 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 565899 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.46864 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 196612 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 469795 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.41851 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 124801 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 309021 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.40386 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 16430 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 176631 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.09302 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.85704 | TotalDistributionRatio |
| Average Distribution Ratio | 0.37141 | AverageDistributionRatio |
| Net Noncharitable Assets | 658288 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 244493 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 326 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 244819 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 148003 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 652 | InvestmentIncomeExciseTax |
| Subtotal | 652 | Subtotal |
| Tax Based On Investment Income | 652 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Tax Due | 655 | 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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WA | StatesFiledWith |
| States Filed With | DE | 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 | www.carsonkolzigfoundation.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kellee Balcom | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5095284144 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8131 W Grandridge Blvd | AddressLine1 |
| City | Kennewick | City |
| State | WA | State |
| ZIP Code | 99336 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Dennis C Loman CPA | ||||||
| 1325 Rathwood | Richland | WA | 99352 | Treas./Dir. | 3.00 | 0 |
| Stu Barnes | ||||||
| 5069 Royal Creek Lane | Plano | TX | 75093 | Vice Pres. | 3.00 | 0 |
| Christin Kolzig | ||||||
| 2030 Carolina Ave NE | St Petersburg | FL | 33703 | VP/Dir | 3.00 | 0 |
| Olie A Kolzig | ||||||
| 2030 Carolina Ave NE | St Petersburg | FL | 33703 | Pres/Dir/Sec | 3.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Kellee Balcom | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 McDonald Dr | AddressLine1 |
| City | Pasco | City |
| State | WA | State |
| ZIP Code | 99301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | Management Services | TypeOfService |
| Compensation | 52000 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Responding to Autism Symposium & Classes | Description1 |
| Expenses1 | 10384 | Expenses1 |
| Description2 | Responding to Autism Center, opened March 2010, provides direct services to children and families. Expenses are for Center facility, equipment & services. | Description2 |
| Expenses2 | 65695 | Expenses2 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 305211 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 363102 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 668313 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 668313 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10025 | CashDeemedCharitable |
| Net Noncharitable Assets | 658288 | NetNoncharitableAssets |
| Minimum Investment Return | 32914 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 32914 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 652 | TaxBasedOnInvestmentIncome |
| Total Tax | 652 | TotalTax |
| Distributable Amount Before Adj | 32262 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 32262 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 32262 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 148003 | ExpensesAndContributions |
| Qualifying Distributions | 148003 | QualifyingDistributions |
| Adj Qualifying Distributions | 148003 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 32262 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 29708 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 196811 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 265312 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 305272 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 797103 | TotalExcessDistriCarryover |
| Qualifying Distributions | 148003 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32262 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 115741 | RemainingDistriFromCorpus |
| Total Corpus | 912844 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 912844 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 29708 | ExcessFromYear4 |
| Excess From Year3 | 196811 | ExcessFromYear3 |
| Excess From Year2 | 265312 | ExcessFromYear2 |
| Excess From Year1 | 305272 | ExcessFromYear1 |
| Excess From Current Year | 115741 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Stu Barnes | ContributingManager |
| Contributing Manager | Christin Kolzig | ContributingManager |
| Contributing Manager | Olie A Kolzig | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | The Neurological Resource Center | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 Swift Blvd Ste 1 | AddressLine1 |
| City | Richland | City |
| State | WA | State |
| ZIP Code | 99352 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | N/A | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | General & Unrestricted | PurposeOfGrantOrContribution |
| Amount | $5,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Responding to Autism Symp | Description |
| Related Or Exempt Function Income | 700 | RelatedOrExemptFunctionIncome |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,211 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,218 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 23172 | RelatedOrExemptFunctionIncome |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $43,123 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,552 | ExclusionAmount |
| Related Or Exempt Function Income | 23872 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 79424 | 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 | 1a | LineNumber |
| Relationship Statement | Symposium was held to provide public awareness and outreach to those affected by autism. | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 3 | Steve Elaine Matheson | 4801 W 19th Ave | Kennewick | WA | 99338 | 12521 | X |
| 2 | Kadlec Medical Center | 888 Swift Blvd | Richland | WA | 99352 | 6064 | X |
| 1 | Babcock Services | 8113 W Quinault Ave Ste 201 | Kennewick | WA | 99336 | 8782 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation & Tax Consulting | Category |
| Amount | $2,900 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2900 | DisbursementsCharitablePrps |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Name Person | Kellee Balcom | ContractorNamePerson |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PIMCO FOREIGN INST. SHS | 10695 | 10695 |
| PIMCO DEV LOCAL MKTS FD INST. | 8448 | 8448 |
| Lord Abbett Floating Rate Inc Fd Cl F | 32928 | 32928 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (13 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Ishares Tr MSCI Emerging Mkts Index Fd | 9819 | 9819 |
| Ishares Inc MSCI Brazil Index Fund | 10411 | 10411 |
| Ishares Barclays Treas Inflation Prot. | 11446 | 11446 |
| Vanguard Value Vipers | 8674 | 8674 |
| Vanguard Small Cap Value ETF | 7064 | 7064 |
| Vanguard Small Cap Growth Vipers | 3977 | 3977 |
| Vanguard Mid-Cap Value Index | 5665 | 5665 |
| Vanguard Growth Vipers | 9530 | 9530 |
| Vanguard Emerging Mkts Vipers | 5214 | 5214 |
| Ishares Tr MSCI EAFE Growth Index Fd | 4892 | 4892 |
| Ishares Tr MSCI EAFE Value Index Fd | 4221 | 4221 |
| General Electric Co. | 3083 | 3083 |
| CVS Caremark Corp. | 3564 | 3564 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (14 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PUTNAM ABS RET. 300 FUND | FMV | 15373 | 15373 |
| MAINSTAY ICAP INT'L | FMV | 20718 | 20718 |
| JOHN HANCOCK DISC. VALUE I | FMV | 24845 | 24845 |
| JANUS OVERSEAS FUND CL T | FMV | 22011 | 22011 |
| GOLDMAN SACHS MID CAP VAL FD | FMV | 10134 | 10134 |
| GOLDMAN SACHS ABSOLU RET. TRACKER | FMV | 15803 | 15803 |
| FIRST EAGLE OVERSEAS | FMV | 12294 | 12294 |
| FIDELITY ADVISOR NEW INSIGHTS | FMV | 25230 | 25230 |
| BLACKROCK INTL OPPORT. | FMV | 11800 | 11800 |
| Lord Abbett Bond Debenture Fund Cl F | FMV | ||
| Royce Special Equity Investment Cl | FMV | 9071 | 9071 |
| Royce Microcap Investment Class | FMV | 5910 | 5910 |
| Oppenheimer Dev Markets Fd Class A | FMV | 9667 | 9667 |
| Matthews China Fund | FMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | Category |
| Amount | $485 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 485 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Technology Equipment & Supplies | 2000 | 2000 |
| State Filing Fees | 373 | 373 |
| Special Event Expenses | 137307 | |
| RTA Center supplies, maint, & misc | 14421 | 14421 |
| Responding to Autism Event Expenses | 10384 | 10384 |
| Responding to Autism Center Program Exp. | 15000 | 15000 |
| Office Supplies, postage | 1192 | 1192 |
| MISCELLANEOUS | 1030 | 1030 |
| Insurance | 1579 | 1579 |
| Donor appreciation expenses | 6819 | 6819 |
| Bank Charges | 125 | 125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| Responding to Autism Symp | 700 |
| Income From Special Events | 228442 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Unrealized Gain on Investments | $4,855 |
| Non-dividend distributions | $12 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Management Services | $52,000 | 0 | 0 | 52000 |
| Investment Management Fees | $2,838 | 2838 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Foreign Taxes Paid | $167 | 167 |
| Excise Tax on Net Investment Income | $116 |