KORB FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KORB FAMILY FOUNDATION INC (EIN 39-1979649)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-16
- IRS object ID
- 202113209349100511
- Schema version
- 2020v4.1
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-16T12:23:24-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391453951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE ROTH BUSINESS SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 972 | AddressLine1Txt |
| City | Fond Du Lac | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54936 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391979649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KORB FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KORB | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N7814 SANDY BEACH ROAD | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A KORB | PersonNm |
| Person Title | PRESDENT | PersonTitleTxt |
| Phone | 9209522000 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | KORB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE ROTH | PreparerPersonNm |
| PTIN | P01483922 | PTIN |
| Phone | 9209220470 | PhoneNum |
| Preparation | 2021-11-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $405,739 | 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 | $1,172 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,172 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,172 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,037 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,416 | GrossSalesPriceAmt |
| Total Rev And Expnss | $7,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,344 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $660 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $660 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $215 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $875 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,110 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,110 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,110 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,417 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,417 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $265,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $253,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $380,322 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $283,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $278,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $405,739 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $76,148 | CapitalStockBOYAmt |
| Capital Stock EOY | $76,148 | CapitalStockEOYAmt |
| Retained Earning BOY | $206,959 | RetainedEarningBOYAmt |
| Retained Earning EOY | $202,370 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $283,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $278,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $283,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $278,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $283,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,089 | OtherIncreasesAmt |
| Subtotal | $278,518 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $278,518 | 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 |
|---|---|---|---|---|---|---|---|
| 1000 SH FORD MOTOR CO | P | 2018-08-30 | 2020-03-19 | $4,179 | $9,852 | -$5,673 | -$5,673 |
| 1000 SH GENERAL ELEC CO | P | 2018-10-08 | 2020-03-13 | $7,237 | $13,601 | -$6,364 | -$6,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,037 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $257 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $257 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $257 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $257 | TaxDueAmt |
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 |
| Individual With Books | MICHAEL A KORB | IndividualWithBooksNm |
| Phone | 9209522000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FOREST AVENUE | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A KORB | ||||||||
| N7814 SANDY BEACH ROAD | FOND DU LAC | WI | 54935 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| STEPHANIE D KORB | ||||||||
| N7814 SANDY BEACH ROAD | FOND DU LAC | WI | 54935 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| CATHERINE A KORB | ||||||||
| 326 E HARBOR VIEW DRIVE | FOND DU LAC | WI | 54935 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL A KORB | ||||||||
| N7814 SANDY BEACH ROAD | FOND DU LAC | WI | 54935 | SECRETARYTREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $397,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $397,038 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $397,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $391,082 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $257 | TotalTaxAmt |
| Distributable Before Adj | $19,297 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,297 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,297 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,110 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $27,110 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $27,110 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,297 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $27,110 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,813 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,813 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,813 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $7,813 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | MICHAEL A KORB | ShareholderManagerNm |
| Shareholder Manager | STEPHANIE D KORB | ShareholderManagerNm |
| Shareholder Manager | CATHERINE A KORB | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL A KORB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N7814 SANDY BEACH ROAD | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9209522000 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MARIAN UNIVERSITY | |||||
| 45 SOUTH NATIONAL AVE | FOND DU LAC | WI | 54935 | CHARITABLE EDUCATION | $13,394 |
| ST MARYS SPRINGS ACADEMY | |||||
| 255 COUNTY RD K | FOND DU LAC | WI | 54935 | CHARITABLE EDUCATION | $3,058 |
| CHILDRENS MUSEUM | |||||
| 75 WEST SCOTT STREET | FOND DU LAC | WI | 54935 | CHARITABLE EDUCATION | $2,408 |
| ST MARYS COLLEGE NOTRE DAME | |||||
| 110 LEMANS HALL | NOTRE DAME | IN | 46556 | CHARITABLE EDUCATION | $2,408 |
| BOYS AND GIRLS CLUB OF FOND DU LAC | |||||
| 76 W SECOND STREET | FOND DU LAC | WI | 54935 | CHARITABLE EDUCATION | $2,408 |
| HOLY FAMILY CATHOLIC COMMUNITY | |||||
| 271 FOURTH STREET | FOND DU LAC | WI | 54935 | CHARITABLE RELIGIOUS | $1,284 |
| CHRIST CHILD SOCIETY S BEND | |||||
| 2366 MIRACLE LANE | MISHAWAKA | IN | 46545 | CHARITABLE RELIGIOUS | $1,000 |
| ST NORBERT COLLEGE | |||||
| 100 GRANT STREET | DE PERE | WI | 54115 | CHARITABLE RELIGIOUS | $100 |
| FOREVER LEARNING INSITUTE | |||||
| 54191 N IRONWOOD ROAD | SOUTH BEND | IN | 46635 | CHARITABLE EDUCATION | $1,000 |
| AMERICAN LEGION | |||||
| P O BOX 485 | JACKSON | WI | 53037 | VETERANS MEMORIAL | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,110 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $1,172 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $18,172 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,344 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,344 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 03 | INTEREST INCOME REINVESTED |
| 04 | DIVIDEND INCOME REINVESTED |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $650 | $650 | $0 | $0 |
| ANNUAL REPORT - FILING FEE | $10 | $10 | $0 | $0 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| Short ExplanationShortExplanationTxt |
|---|
| STEPHANIE D KORB |
| NONE |
| CATHERINE A KORB |
| NONE |
| MICHAEL A KORB |
| NONE |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 1000 SH FORD MOTOR CO | 2018-08 | PURCHASED | 2020-03 | $4,179 | $9,852 | $0 | -$5,673 | $0 |
| 1000 SH GENERAL ELEC CO | 2018-10 | PURCHASED | 2020-03 | $7,237 | $13,601 | $0 | -$6,364 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $253,101 | EOYBookValueAmt |
| EOYFMV | $380,322 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OF STOCK DONATED OVER COST BASI | Desc |
| Amt | $16,089 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $185 | $185 | $0 | $0 |
| ADR FEES | $30 | $30 | $0 | $0 |