PETER C KESLING FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PETER C KESLING FOUNDATION (EIN 35-6377932)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-07
- IRS object ID
- 201911279349101516
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-07T17:53:23-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crowe LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E Jefferson Blvd PO Box 7 | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 466240007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356377932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter C and Charlene J Kesling Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MS SUSANNE KAMONT SECRETAR | InCareOfNm |
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 2197852591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 Indiana Ave Museum Bldg Suite | AddressLine1Txt |
| City | LaPorte | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46350 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR PETER KESLING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2197852591 | PhoneNum |
| Signature | 2018-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH KEBER | PreparerPersonNm |
| PTIN | P00240883 | PTIN |
| Phone | 5742323992 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.228.8.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 35562420191275000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AA3908859C0AC5A0C158283A4A90FED938F358EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AA3908859C0AC5A0C158283A4A90FED938F358EB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,813,574 | 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 | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,329 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,400 | GrossRentsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $84,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,669 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,129 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,049 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,290 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,367 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,063 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,918 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,145 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,001 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,239 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,245 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,574 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $4,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $4,000 | RcvblFromOfficersEOYFMVAmt |
| Inventories BOY | $26,319 | InventoriesBOYAmt |
| Inventories EOY | $26,319 | InventoriesEOYAmt |
| Inventories EOYFMV | $26,319 | InventoriesEOYFMVAmt |
| Corporate Stock BOY | $497,211 | CorporateStockBOYAmt |
| Corporate Stock EOY | $515,623 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,179,702 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $174,354 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,450 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $173,815 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $737,370 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $737,370 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $737,370 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $737,370 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $72,014 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,096 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,874 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $258,281 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $128,277 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $136,005 | LandBOYAmt |
| Land EOY | $130,004 | LandEOYAmt |
| Land EOYFMV | $258,281 | LandEOYFMVAmt |
| Other Assets BOY | $499,300 | OtherAssetsBOYAmt |
| Other Assets EOY | $499,300 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,300,639 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,201,720 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,221,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,813,574 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,976,268 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,976,268 | CapitalStockEOYAmt |
| Retained Earning BOY | $225,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $245,468 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,201,720 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,221,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,201,720 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,221,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,201,720 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,016 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,221,736 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,221,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| FIDELITY #0853-SEE ATTACHED | 2018-12-31 | $26,346 | $31,725 | -$5,379 | -$5,379 | |
| FIDELITY #0853-SEE ATTACHED | 2018-12-31 | $125,379 | $108,816 | $16,563 | $16,563 | |
| FIDELITY #0853-SEE ATTACHED | 2018-12-31 | $8,240 | $6,999 | $1,241 | $1,241 | |
| CAPITAL GAIN DIVIDENDS | $20 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,129 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,770 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,433,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063334 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,303 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,355,079 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.009817 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,629 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,142,151 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.015435 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,672 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,106,969 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.016868 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,155 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,000,170 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.013153 | DistributionYr5Rt |
| Total Distribution | 0.118607 | TotalDistributionRt |
| Average Distribution | 0.023721 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,425,771 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $33,821 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,953 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,774 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,132 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,132 | SubtotalAmt |
| Tax Based On Investment Income | $1,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $349 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $349 | TotalPaymentsAndCreditsAmt |
| Tax Due | $783 | 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 | IN | 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 | MS SUSANNE KAMONT SECRETARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2193261337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 INDIANA AVENUE | AddressLine1Txt |
| City | La Porte | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46350 | 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLENE J KESLING | ||||||||
| 2405 Indiana Ave Museum Bldg | LaPorte | IN | 46350 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| PETER C KESLING | ||||||||
| 2405 Indiana Ave Museum Bldg | LaPorte | IN | 46350 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| CHRISTOPHER KESLING | ||||||||
| 2405 Indiana Ave Museum Bldg | LaPorte | IN | 46350 | TRUSTEE | 0 | $0 | $0 | $0 |
| EMILY KESLING | ||||||||
| 2405 Indiana Ave Museum Bldg | LaPorte | IN | 46350 | TRUSTEE | 0 | $0 | $0 | $0 |
| ADAM W KESLING | ||||||||
| 2405 Indiana Ave Museum Bldg | LaPorte | IN | 46350 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISPLAYING A COLLECTION OF ANTIQUE/CLASSIC AUTOMOBILES, WHICH HIGHLIGHTS THE PAST 100 YEARS OF THE AUTOMOTIVE INDUSTRY. | Description1Txt |
| Description2 | PRESERVATION OF THE AUTOMOBILES FOR ENJOYMENT AND EDUCATION. | Description2Txt |
| Description3 | PRESERVATION AND RESTORATION OF HISTORIC BUILDINGS AND LANDMARKS FOR ENJOYMENT AND EDUCATION. | Description3Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,355,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $56,011 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,447,483 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,447,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,425,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,132 | TotalTaxAmt |
| Distributable Before Adj | $70,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,774 | 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 | $86,774 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,132 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,642 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,457 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,457 | AppliedToYear1Amt |
| Applied To Current Year | $24,317 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $45,840 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER C KESLING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| La Porte County Historical Society | ||||||||
| 2405 Indiana Ave Suite 1 | La Porte | IN | 46350 | NONE | PC | General Contribution | $30,000 | |
| Cass County Historical Society Inc | ||||||||
| 1004 E Market St | Logansport | IN | 46947 | NONE | PC | GENERAL CONTRIBUTIONS | $400 | |
| Auburn Cord Duesenberg Automobile Museum | ||||||||
| 1600 South Wayne St PO Box 271 | Auburn | IN | 46706 | NONE | PC | General contributions | $100 | |
| LaPorte SDA Church | ||||||||
| 1480 Boyd Blvd | LaPorte | IN | 46350 | NONE | General contribution | $100 | ||
| Indiana Historical Society | ||||||||
| 450 West Ohio Street | Indianapolis | IN | 46202 | NONE | General contribution | $500 | ||
| Greater LaPorte Economic Development Corporation | ||||||||
| 809 Washington St | LaPorte | IN | 46350 | NONE | General Contribution | $30,000 | Suite A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,100 | 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 | $36 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,329 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $4,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,131 | 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 | $130,896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,896 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $6,475 | $1,619 | |
| ACCT & MANAGEMENT FEES | $5,720 | $1,430 | $4,290 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| STOCK SHELVES | 1994-01-07 | $350 | $350 | M7 | |
| CASTERS | 1994-01-21 | $140 | $140 | M7 | |
| DRIP PANS | 1994-01-28 | $515 | $515 | M7 | |
| JBM & PDH FURNITUR | 1994-06-12 | $601 | $601 | M7 | |
| CHAIR/WASTEBASKET | 1994-07-01 | $397 | $397 | M7 | |
| VARIOUS | 1994-07-29 | $414 | $414 | M7 | |
| BLAZER FOR VOLUNTE | 1994-09-16 | $569 | $569 | M7 | |
| VARIOUS FURNITURE | 1994-10-09 | $945 | $945 | M7 | |
| REIMB. PICTURE FRA | 1995-03-17 | $770 | $770 | M7 | |
| REIMBURSEMENT | 1995-03-24 | $1,282 | $1,282 | M7 | |
| PLANTS | 1995-06-23 | $1,401 | $1,401 | M7 | |
| VARIOUS FURNITURE | 1994-11-23 | $8,737 | $8,737 | M7 | |
| BOOK CASES | 1997-03-15 | $631 | $631 | M7 | |
| ANTIQUES | 1997-08-22 | $453 | $453 | M7 | |
| POSTS-BASES & ROPE | 1997-12-12 | $1,035 | $1,035 | M7 | |
| DISPLAY | 1998-03-15 | $214 | $214 | M7 | |
| VARIOUS | 1998-03-15 | $1,587 | $1,587 | M7 | |
| FINE WOODWORK | 2000-03-14 | $2,616 | $2,593 | M7 | |
| WOODWORK | 2000-03-15 | $1,908 | $1,891 | M7 | |
| BLDG MATS | 2000-04-13 | $36 | $36 | M7 | |
| FINE WOODWORK | 2000-04-13 | $6,507 | $6,449 | M7 | |
| FURNITURE & FIXTUR | 2000-05-04 | $337 | $334 | M7 | |
| PAINT & GLASS | 2000-05-19 | $192 | $191 | M7 | |
| MCMASTER CAR SUPPL | 2000-05-30 | $222 | $220 | M7 | |
| DISPLAY CABINET | 2000-06-14 | $4,600 | $4,559 | M7 | |
| CABINETS | 2000-06-15 | $244 | $242 | M7 | |
| PAINT & GLASS | 2000-06-22 | $95 | $94 | M7 | |
| MSC IND SUPPLY | 2000-06-23 | $148 | $147 | M7 | |
| MCMASTER CARR | 2000-07-20 | $322 | $318 | M7 | |
| TABLES | 2000-07-25 | $493 | $489 | M7 | |
| FINE WOODWORK | 2000-09-07 | $200 | $198 | M7 | |
| POSTS & FRAME | 2000-11-08 | $1,237 | $1,226 | M7 | |
| FURNITURE & FIXTUR | 2000-12-31 | $113 | $112 | M7 | |
| CABINET - LABOR | 2001-03-15 | $415 | $390 | M7 | |
| BLDG MATS - CABINE | 2001-03-15 | $72 | $68 | M7 | |
| LABOR-CABINET | 2001-04-10 | $1,150 | $1,105 | M7 | |
| CONFERENCE TABLE | 2001-12-06 | $357 | $357 | M7 | |
| FOLDING CHAIRS | 2001-12-13 | $156 | $156 | M7 | |
| CONFERENCE ROOM CH | 2001-12-13 | $1,216 | $1,216 | M7 | |
| DISPLAY CABINETS | 2001-12-31 | $95 | $95 | M7 | |
| FURNITURE & DUES. | 1994-07-01 | $7,261 | $7,261 | M7 | |
| VARIOUS | 1994-08-26 | $1,698 | $1,698 | M7 | |
| ROPES & ROPE HANDL | 1996-03-15 | $2,105 | $2,105 | M7 | |
| TABLE | 1996-05-15 | $437 | $437 | M7 | |
| ANTIQUES DISPLAY I | 1995-09-30 | $450 | $450 | M7 | |
| ROPES | 1996-12-12 | $1,117 | $1,117 | M7 | |
| FOLDING CHAIRS | 2002-01-15 | $923 | $923 | M7 | |
| MISCELLANEOUS | 2002-12-31 | $2,298 | |||
| DISPLAY CASES | 2003-06-01 | $1,145 | $1,145 | M7 | |
| CREDENZA | 2006-05-03 | $2,475 | $2,475 | M7 | |
| CHAIRS | 2006-09-26 | $463 | $463 | M7 | |
| ROOF-LITTLE STONE | 2006-01-13 | $14,469 | $6,142 | M27 | $526 |
| PAVING-DOOR PRAIRI | 2006-10-05 | $16,014 | $12,350 | M15 | $945 |
| NEW SIDING-DOOR PR | 2006-01-13 | $7,610 | $2,332 | M39 | $195 |
| DPB IMPROVEMENTS | 2007-07-01 | $75,494 | $20,249 | M39 | $1,936 |
| SM BARN IMPROVEMEN | 2007-07-01 | $8,446 | $2,269 | M39 | $217 |
| LSH IMPROVEMENTS | 2007-07-01 | $4,891 | $1,862 | M27 | $178 |
| MISC FURN & FIX | 2007-07-01 | $360 | $359 | M7 | |
| DPB IMPROVEMENTS | 2008-07-01 | $3,768 | $917 | M39 | $97 |
| SM BARN IMPROVEMEN | 2008-07-01 | $8,348 | $2,024 | M39 | $214 |
| LSH WASHER/DRYER | 2008-07-01 | $1,304 | $1,303 | M5 | |
| DOOR PR. - SIDING | 2009-10-05 | $1,120 | $238 | M39 | $29 |
| DPB - SIDING WORK | 2009-10-30 | $192 | $41 | M39 | $5 |
| TV/DVD PLYR & SHLF | 2010-07-27 | $961 | $961 | M7 | |
| DPB IMPROVEMENTS | 2011-07-01 | $14,060 | $2,325 | M39 | $360 |
| SM BARN IMPROVEMEN | 2011-10-01 | $30,879 | $4,917 | M39 | $792 |
| DPB IMPROVEMENTS | 2012-10-23 | $224 | $31 | M39 | $6 |
| SM BARN IMPROVEMEN | 2012-02-13 | $704 | $106 | M39 | $18 |
| SM BARN IMPROVEMEN | 2012-10-11 | $320 | $42 | M39 | $8 |
| SM BARN IMPROVEMEN | 2012-07-10 | $800 | $114 | M39 | $21 |
| DPB IMPROV-DRIVEWA | 2013-08-08 | $2,192 | $826 | M15 | $137 |
| DPB IMPROVEMENTS | 2013-09-26 | $320 | $120 | M15 | $20 |
| LSH-HOT WATER HEAT | 2014-08-21 | $1,554 | $1,268 | M5 | $176 |
| LSH-WATER SOFTENER | 2014-10-22 | $1,107 | $879 | M5 | $121 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED - A/C# 0853 | BondNm |
| EOY Book Value | $175,450 | EOYBookValueAmt |
| EOYFMV | $173,815 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEE ATTACHED - A/C# 0853 | $253,094 | $290,630 |
| 12,412.5 SHS WISC ENERGY (WEC) | $262,529 | $889,072 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| .02561 INTEREST SUNDRIFT LLC | $1,350 | $1,350 |
| SEE ATTACHED - A/C# 0853 | $32,746 | $32,524 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (74 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| STOCK SHELVES | $350 | $350 | |
| CASTERS | $140 | $140 | |
| DRIP PANS | $515 | $515 | |
| JBM & PDH FURNITUR | $601 | $601 | |
| CHAIR/WASTEBASKET | $397 | $397 | |
| VARIOUS | $414 | $414 | |
| BLAZER FOR VOLUNTE | $569 | $569 | |
| VARIOUS FURNITURE | $945 | $945 | |
| REIMB. PICTURE FRA | $770 | $770 | |
| REIMBURSEMENT | $1,282 | $1,282 | |
| PLANTS | $1,401 | $1,401 | |
| VARIOUS FURNITURE | $8,737 | $8,737 | |
| BOOK CASES | $631 | $631 | |
| ANTIQUES | $453 | $453 | |
| POSTS-BASES & ROPE | $1,035 | $1,035 | |
| DISPLAY | $214 | $214 | |
| VARIOUS | $1,587 | $1,587 | |
| FINE WOODWORK | $2,616 | $2,593 | $23 |
| WOODWORK | $1,908 | $1,891 | $17 |
| BLDG MATS | $36 | $36 | |
| FINE WOODWORK | $6,507 | $6,449 | $58 |
| FURNITURE & FIXTUR | $337 | $334 | $3 |
| PAINT & GLASS | $192 | $191 | $1 |
| MCMASTER CAR SUPPL | $222 | $220 | $2 |
| DISPLAY CABINET | $4,600 | $4,559 | $41 |
| CABINETS | $244 | $242 | $2 |
| PAINT & GLASS | $95 | $94 | $1 |
| MSC IND SUPPLY | $148 | $147 | $1 |
| MCMASTER CARR | $322 | $318 | $4 |
| TABLES | $493 | $489 | $4 |
| FINE WOODWORK | $200 | $198 | $2 |
| POSTS & FRAME | $1,237 | $1,226 | $11 |
| FURNITURE & FIXTUR | $113 | $112 | $1 |
| CABINET - LABOR | $415 | $390 | $25 |
| BLDG MATS - CABINE | $72 | $68 | $4 |
| LABOR-CABINET | $1,150 | $1,105 | $45 |
| CONFERENCE TABLE | $357 | $357 | |
| FOLDING CHAIRS | $156 | $156 | |
| CONFERENCE ROOM CH | $1,216 | $1,216 | |
| DISPLAY CABINETS | $95 | $95 | |
| FURNITURE & DUES. | $7,261 | $7,261 | |
| VARIOUS | $1,698 | $1,698 | |
| ROPES & ROPE HANDL | $2,105 | $2,105 | |
| TABLE | $437 | $437 | |
| ANTIQUES DISPLAY I | $450 | $450 | |
| ROPES | $1,117 | $1,117 | |
| FOLDING CHAIRS | $923 | $923 | |
| MISCELLANEOUS | $2,298 | $2,298 | |
| DISPLAY CASES | $1,145 | $1,145 | |
| CREDENZA | $2,475 | $2,475 | |
| CHAIRS | $463 | $463 | |
| ROOF-LITTLE STONE | $14,469 | $6,668 | $7,801 |
| PAVING-DOOR PRAIRI | $16,014 | $13,295 | $2,719 |
| NEW SIDING-DOOR PR | $7,610 | $2,527 | $5,083 |
| DPB IMPROVEMENTS | $75,494 | $22,185 | $53,309 |
| SM BARN IMPROVEMEN | $8,446 | $2,486 | $5,960 |
| LSH IMPROVEMENTS | $4,891 | $2,040 | $2,851 |
| MISC FURN & FIX | $360 | $359 | $1 |
| DPB IMPROVEMENTS | $3,768 | $1,014 | $2,754 |
| SM BARN IMPROVEMEN | $8,348 | $2,238 | $6,110 |
| LSH WASHER/DRYER | $1,304 | $1,303 | $1 |
| DOOR PR. - SIDING | $1,120 | $267 | $853 |
| DPB - SIDING WORK | $192 | $46 | $146 |
| TV/DVD PLYR & SHLF | $961 | $961 | |
| DPB IMPROVEMENTS | $14,060 | $2,685 | $11,375 |
| SM BARN IMPROVEMEN | $30,879 | $5,709 | $25,170 |
| DPB IMPROVEMENTS | $224 | $37 | $187 |
| SM BARN IMPROVEMEN | $704 | $124 | $580 |
| SM BARN IMPROVEMEN | $320 | $50 | $270 |
| SM BARN IMPROVEMEN | $800 | $135 | $665 |
| DPB IMPROV-DRIVEWA | $2,192 | $963 | $1,229 |
| DPB IMPROVEMENTS | $320 | $140 | $180 |
| LSH-HOT WATER HEAT | $1,554 | $1,444 | $110 |
| LSH-WATER SOFTENER | $1,107 | $1,000 | $107 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASSIC AUTOS AND ARTWORK | Desc |
| BOY Book Value | $499,300 | BOYBookValueAmt |
| EOY Book Value | $499,300 | EOYBookValueAmt |
| EOYFMV | $1,300,639 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $652 | $326 | $326 |
| REPAIRS AND MAINTENANCE | $2,323 | $1,161 | $1,162 |
| MEMBERSHIP AND SUBSCRIPTION | $549 | $274 | $275 |
| OFFICE SUPPLIES | $1,371 | $685 | $686 |
| INSURANCE BUILDING AND AUTO | $307 | $153 | $154 |
| SUN DRIFT LLC-MISC | $498 | $249 | $249 |
| MISCELLANEOUS | $2 | $1 | $1 |
| TITLES, FEES & LICENSES | $103 | $51 | $52 |
| CAR SHOW EXPENSES | $15,334 | $15,334 | |
| WIRE FEE | $15 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEAN INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $3,367 | Amt |
| Net Investment Income | $3,367 | NetInvestmentIncomeAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | DUE FROM DR PETER KESLING | BorrowerPersonNm |
| Loan Original | $4,000 | LoanOriginalAmt |
| Balance Due | $4,000 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $6,290 | $3,145 | $3,145 |
| SUNDRIFT EXPENSES | $584 | $584 | |
| FOREIGN TAX | $189 | $189 |