WILLIAM H HINKLE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM H HINKLE CHARITABLE FOUNDATION INC (EIN 20-2045526)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-10
- IRS object ID
- 201143149349100804
- Schema version
- 2010v3.4
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-10T10:34:41-06:00 | 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 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2015 LINCOLN HIGHWAY POBOX 988 | AddressLine1 |
| City | EDISON | City |
| State | NJ | State |
| ZIP Code | 088180988 | 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 | 202045526 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM H HINKLE CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 9082292232 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10 | AddressLine1 |
| City | GEYSERVILLE | City |
| State | CA | State |
| ZIP Code | 95441 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM HINKLE | Name |
| Title | PRESIDENT | Title |
| Phone | 9082292232 | Phone |
| Date Signed | 2011-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7322871000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3236465 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 113068 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 113068 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 113068 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -10484 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 276748 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 102584 | TotalRevenueAndExpenses |
| Total Net Investment Income | 113068 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 113068 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5107 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5107 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 5107 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5107 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5107 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 5107 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 124127 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 124127 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 129234 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5107 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 5107 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 124127 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -26650 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 107961 | NetInvestmentIncome |
| Adjusted Net Income | 107961 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10197 | CashBOY |
| Cash EOY | 10198 | CashEOY |
| Cash EOYFMV | 10198 | CashEOYFMV |
| Investments Other BOY | 3439308 | InvestmentsOtherBOY |
| Investments Other EOY | 3412657 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3226267 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3449505 | TotalAssetsBOY |
| Total Assets EOY | 3422855 | TotalAssetsEOY |
| Total Assets EOYFMV | 3236465 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3449505 | RetainedEarningsBOY |
| Retained Earnings EOY | 3422855 | RetainedEarningsEOY |
| Total Net Assets BOY | 3449505 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3422855 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3449505 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3422855 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3449505 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -26650 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3422855 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3422855 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 10,449.32 SH GOLDMAN CORE MUTUAL FUND | P | 2008-09-05 | 2010-04-20 | 100000 | 96029 | 3971 | 3971 |
| 6,211.18 SH GOLDMAN CORE MUTUAL FUND | P | 2008-09-05 | 2010-05-26 | 60000 | 57081 | 2919 | 2919 |
| 14,325 SH ICAP | P | 2005-10-27 | 2010-12-30 | 116748 | 134122 | -17374 | -17374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -10484 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 120540 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2659168 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045330 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 148836 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3006509 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049505 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 148169 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3042965 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048692 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 164171 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2559449 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.064143 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 256737 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2544429 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.100902 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.308572 | TotalDistributionRatio |
| Average Distribution Ratio | 0.061714 | AverageDistributionRatio |
| Net Noncharitable Assets | 3074282 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 189726 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1080 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 190806 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 124127 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2159 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2159 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2159 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 191 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 2191 | TotalCreditsAndPayments |
| Overpayment | 32 | Overpayment |
| Amount Credited To Next Year | 32 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.THEHCF.ORG | WebsiteAddress |
| Books In Care Of Person Name | WILLIAM H HINKLE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9082292232 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10 | AddressLine1 |
| City | GEYSERVILLE | City |
| State | CA | State |
| ZIP Code | 95441 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H HINKLE TRUSTEE | ||||||||
| PO BOX 10 | GEYSERVILLE | CA | 95441 | PRES., TREAS.,& SEC. | 0.00 | 0 | 0 | 0 |
| HOWARD LEONARD | ||||||||
| 7800 SE 27TH STREET 205 | MERCER ISLAND | WA | 98040 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DOROTHY CORDELL | ||||||||
| 2335 FORT STOCKTON | SAN DIEGO | CA | 92103 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WILLIAM H. HINKLE OPERATES FOR THE PURPOSE OF PROVIDING GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS INVOLVED IN MUSIC, RELIGIOUS, EDUCATION, & ENVIRONMENTAL ORGANIZATIONS. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3074301 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 46797 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3121098 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3121098 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 46816 | CashDeemedCharitable |
| Net Noncharitable Assets | 3074282 | NetNoncharitableAssets |
| Minimum Investment Return | 153714 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 153714 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2159 | TaxBasedOnInvestmentIncome |
| Total Tax | 2159 | TotalTax |
| Distributable Amount Before Adj | 151555 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 151555 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 151555 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 124127 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 124127 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 124127 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 151555 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 9139 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 124127 | QualifyingDistributions |
| Applied To Year1 | 9139 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 114988 | 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 |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 36567 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| NAU FOUNDATION | ||||||
| PO BOX 4094 | FLAGSTAFF | AZ | 86011 | PRIVATE ORGANIZATION | MUSIC | $63,277 |
| INFORM INC | ||||||
| 318 WEST 39TH STREET 5TH FLOOR | NEW YORK | NY | 10018 | PUBLIC CHARITY | ENVIRONMENT | $15,000 |
| METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PRIVATE ORGANIZATION | MUSIC | $5,850 |
| OREGON BACH FESTIVAL | ||||||
| 1257 UNIVERSITY OF OREGON | EUGENE | OR | 97403 | PRIVATE ORGANIZATION | MUSIC | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 124127 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $113,068 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$10,484 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $102,584 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 102584 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CASH & CASH EQUIVALENTS | AT COST | 122218 | 122218 |
| FIXED INCOME SECURITIES | AT COST | 875599 | 844230 |
| EQUITIES | AT COST | 2361730 | 2206709 |
| VANGUARD | AT COST | 53110 | 53110 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC EXPENSES | Description |
| Revenue And Expenses Per Books | 5107 | RevenueAndExpensesPerBooks |
| Net Investment Income | 5107 | NetInvestmentIncome |
| Adjusted Net Income | 5107 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | WILLIAM H HINKLE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 WEST 94TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10025 | ZIPCode |