RALPH HUIRAS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RALPH HUIRAS FOUNDATION INC (EIN 39-1844576)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202601249349101745
- Schema version
- 2025v4.1
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T11:30:54-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391942762 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Molepske & Associates LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | W62 N215 Washington Ave | AddressLine1Txt |
| City | Cedarburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391844576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH HUIRAS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | BusinessNameControlTxt |
| Phone | 2623776160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2560 HIGHWAY 32 PO BOX 366 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM FARRELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Molepske CPA | PreparerPersonNm |
| PTIN | P00017918 | PTIN |
| Phone | 2623762100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,750,758 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,364 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,364 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $319,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $646,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $319,878 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $451,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $451,676 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,303 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,303 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $16,632 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,632 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,242 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,800 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $69,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,935 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $267,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $267,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $336,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,935 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $275,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $115,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $395,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,298 | CashBOYAmt |
| Cash EOY | $7,129 | CashEOYAmt |
| Cash EOYFMV | $7,129 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $154,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,280 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,004,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,061,921 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,527,349 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,170,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,285,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,750,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,170,187 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,285,350 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,170,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,285,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,170,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,285,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,170,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $115,163 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,285,350 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,285,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $511,742 | $327,063 | $184,679 | $184,679 |
| Capital Gain Dividends | $135,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $319,878 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,501 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,501 | SubtotalAmt |
| Tax Based On Investment Income | $5,501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,648 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,648 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,854 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM FARRELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2623776160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2560 HIGHWAY 63 PO BOX 366 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM FARRELL | ||||||
| 2560 HIGHWAY 32 PO BOX 366 | PORT WASHINGTON | WI | 53074 | President | 7.00 | $22,000 |
| JOHN FARRELL | ||||||
| 2560 HIGHWAY 32 PO BOX 366 | PORT WASHINGTON | WI | 53074 | Director | 5.00 | $12,000 |
| LYNN FERGUSON | ||||||
| 8631 SW HOLY LANE | PORTLAND | OR | 97223 | Director | 5.00 | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,422,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $217,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,640,221 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,640,221 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,555,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $277,781 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $277,781 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,501 | TotalTaxAmt |
| Distributable Before Adj | $272,280 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $272,280 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $272,280 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $275,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $275,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,280 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $19,137 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,620 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $24,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $275,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $272,280 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,220 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,977 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $27,977 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $19,137 | ExcessFromYear3Amt |
| Excess From Year2 | $5,620 | ExcessFromYear2Amt |
| Excess From Current Year | $3,220 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM J FARRELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2560 HIGHWAY 32 PO BOX 366 | AddressLine1Txt |
| City | PORT WASHINGTON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2623776160 | RecipientPhoneNum |
| Form And Info And Materials | ANY FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANY ORGANIZATION WHICH APPLIES FOR A GRANT MUST BE A CHARITABLE, RELIGIOUS, OR EDUCATIONAL ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOUNDATION FOR RELIGOUS RETIREMENT | |||||||
| 3221 SOUTH LAKE DRIVE | ST FRANCIS | WI | 53235 | NONE | NC | GENERAL USE | $5,000 |
| MARQUETTE UNIVERSITY LAW SCHOOL | |||||||
| PO BOX 1881 | MILWAUKEE | WI | 53201 | NONE | NC | GENERAL USE | $55,000 |
| CED PORT WASHINGTON-SAUKVILLE INC | |||||||
| PO BOX 121 | PORT WASHINGTON | WI | 53074 | NONE | NC | GENERAL USE | $20,000 |
| ANIMAL AID INC | |||||||
| 5335 SW 42ND AVE | PORTLAND | OR | 97221 | NONE | NC | GENERAL USE | $10,000 |
| ON-THE-MOVE | |||||||
| 4187 SE DIVISION ST | PORTLAND | OR | 97202 | NONE | NC | GENERAL USE | $10,000 |
| LUMEN CHRISTI CATHOLIC CHURCH | |||||||
| 2750 W MEQUON ROAD | MEQUON | WI | 53092 | NONE | NC | GENERAL USE | $20,000 |
| FAMILY PROMISE OF OZAUKEE COUNTY | |||||||
| 136 W GRAND AVENUE | PORT WASHINGTON | WI | 53074 | NONE | NC | GENERAL USE | $10,000 |
| PYRAMAX BANK FOUR BALL GOLF CH CHAR | |||||||
| 7001 WEDGERTON AVE | GREENFIELD | WI | 53220 | NONE | NC | GENERAL USE | $15,000 |
| L'ARCHE PORTLAND | |||||||
| 435 SE 85th AVENUE | PORTLAND | OR | 97216 | NONE | NC | GENERAL USE | $25,000 |
| ADVOCATES OF OZAUKEE | |||||||
| PO BOX 80166 | SAUKVILLE | WI | 53080 | NONE | NC | GENERAL USE | $15,000 |
| PORTAL INC | |||||||
| 1015 CEDAR CREEK RD | GRAFTON | WI | 53024 | NONE | NC | GENERAL USE | $10,000 |
| ST BEN'S COMMUNITY MEAL | |||||||
| 930 W STATE STREET | MILWAUKEE | WI | 53233 | NONE | NC | GENERAL USE | $15,000 |
| OZAUKEE FAMILY SERVICES | |||||||
| 4922 COLUMBIA ROAD | CEDARBURG | WI | 53012 | NONE | NC | GENERAL USE | $20,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 620 S 76TH STREET STE 160 | MILWAUKEE | WI | 53214 | NONE | NC | GENERAL USE | $7,500 |
| MEL'S CHARITIES INC | |||||||
| W61N297 WASHINGTON AVE STE2 | CEDARBURG | WI | 53012 | NONE | NC | GENERAL USE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $267,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,364 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,434 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,199 | ExclusionAmt |
| Related Or Exempt Function Incm | $184,679 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $266,997 | ExclusionAmt |
| Related Or Exempt Function Incm | $184,679 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $451,676 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION OWNS SECURITIES WHICH GENERATE INVESTMENT INCOME. THE INVESTMENT INCOME IS THE PRIMARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS CHARITABLE PURPOSE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,303 | Amt |
| Net Investment Income | $5,303 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES BANK FEE | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES - EQUITABLE | $2,894 | $2,894 | $0 | $0 |
| MANAGEMENT FEES - NFS | $13,738 | $13,738 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES PAID BY PASSTHROUGH ENTITI | $42 |
| SEC 4940 TAX ON INVESTMENT INCOME | $3,200 |