WAYNE L LAUFER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE L LAUFER CHARITABLE FOUNDATION INC (EIN 26-3246955)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202521349349105452
- Schema version
- 2023v6.0
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T19:18:35-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cade Much & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12001 N Central Expy Ste 1150 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263246955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE L LAUFER CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O CUMMINGS & LOCKWOOD LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WAYNE L LAUFER | InCareOfNm |
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 2399478811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 HEALTH CENTER BLVD Suite 300 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE L LAUFER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2399478811 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | 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 | $59,540 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,862 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $813 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $813 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,270 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $952 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $318 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,318 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,013 | CashBOYAmt |
| Cash EOY | $3,739 | CashEOYAmt |
| Cash EOYFMV | $3,739 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,456 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,876 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $126,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,925 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $140,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,540 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $140,671 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $140,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $140,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $140,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,131 | ExcessRevenueOverExpensesAmt |
| Subtotal | $59,540 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ENBRIDGE INC.-1,350 SH | P | 2018-12-18 | 2023-07-26 | $50,316 | $43,133 | $7,183 | $7,183 |
| ENBRIDGE, INC.-1,100 SH | 2018-12-18 | 2023-12-15 | $38,824 | $35,145 | $3,679 | $3,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,862 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $211 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $211 | SubtotalAmt |
| Tax Based On Investment Income | $211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,074 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,074 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,863 | OverpaymentAmt |
| Applied To ES Tax | $2,863 | 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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE L LAUFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2399478811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 HEALTH CENTER BOULEVARD STE 3 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WAYNE L LAUFER | ||||||||
| 8000 HEALTH CENTER BLVD | BONITA SPRINGS | FL | 34135 | PRESIDENT; DIRECTOR | 1.0 | $0 | $0 | $0 |
| BRADLEY W LAUFER | ||||||||
| 8000 HEALTH CENTER BLVD | BONITA SPRINGS | FL | 34135 | VICE PRESIDENT; DIRECTOR | 0.25 | $0 | $0 | $0 |
| GAYLE M LAUFER | ||||||||
| 8000 HEALTH CENTER BLVD | BONITA SPRINGS | FL | 34135 | SECRETARY; TREASURER; DIRECTOR | 1.0 | $0 | $0 | $0 |
| BRANDIE L ETTINGER | ||||||||
| 8000 HEALTH CENTER BLVD | BONITA SPRINGS | FL | 34135 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,569 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,005 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,005 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,125 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $211 | TotalTaxAmt |
| Distributable Before Adj | $3,483 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,483 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,483 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,318 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $96,318 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $188,640 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $176,811 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $162,807 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $118,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,709 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $755,424 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,318 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,483 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $92,835 | RemainingDistriFromCorpusAmt |
| Total Corpus | $848,259 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $188,640 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $659,619 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $176,811 | ExcessFromYear4Amt |
| Excess From Year3 | $162,807 | ExcessFromYear3Amt |
| Excess From Year2 | $118,457 | ExcessFromYear2Amt |
| Excess From Year1 | $108,709 | ExcessFromYear1Amt |
| Excess From Current Year | $92,835 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WAYNE L LAUFER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MISSOURI UNIVERSITY OF SCIENCE AND TECHNOLOGY | ||||||||
| G-1 PARKER HALL | 300 WEST 13TH STREET | ROLLA | MO | 65409 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $17,000 |
| SOUTHERN ILLINOIS UNIVERSITY CARBONDALE | ||||||||
| MS KATHY ABNEY MAIL CODE 4702 | 900 S NORMAL AVENUE | CARBONDALE | IL | 629014702 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $5,000 |
| UNIVERSITY OF MISSOURI | ||||||||
| MS ROBIN A POSEY STUDENT FINANCI | 11 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $16,000 |
| PURDUE UNIVERSITY | ||||||||
| 128 MEMORIAL MALL ROOM 194 | WEST LAFAYETTE | IN | 47907 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $10,000 | |
| LAWRENCE TECHNOLOGICAL UNIVERSITY | ||||||||
| 21000 WEST TEN MILE ROAD | SOUTHFIELD | MI | 480751058 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $18,000 | |
| UNIVERSITY OF ARKANSAS | ||||||||
| 114 SILAS H HUNT HALL | FAYETTEVILLE | AR | 72701 | NONE | PF | EDUCATION ASSISTANCE GRANTS | $10,000 | |
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||||
| PO BOX 14627 | ST LOUIS | MO | 631504627 | NONE | PF | EDUCATIONAL ASSISTANCE GRANTS | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,862 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,952 | TotalIncomeProducingActyAmt |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ENBRIDGE, INC. | StockNm |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $15 | $11 | $4 |
| OFFICE AND SUPPLIES | $83 | $62 | $21 |
| DUES AND SUBSCRIPTIONS | $991 | $743 | $248 |
| FOREIGN TAC PROSESSING/OTHER | $16 | $12 | $4 |
| LEGAL AND PROFESSIONAL | $165 | $124 | $41 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $813 | Amt |
| Net Investment Income | $813 | NetInvestmentIncomeAmt |