ELIZABETH CUSTER AND WILLIAM CUSTER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH CUSTER AND WILLIAM CUSTER FOUNDATION INC (EIN 20-1117683)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-09
- IRS object ID
- 201810999349100601
- Schema version
- 2017v2.3
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-09T08:24:51-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311425630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS R DAYE & ASSOC CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E WILSON BRIDGE RD STE 160 | AddressLine1Txt |
| City | WORTHINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 430852394 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201117683 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELIZABETH CUSTER AND | BusinessNameLine1Txt |
| Business Name Line2 | WILLIAM CUSTER FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 6148888699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E WILSON BRIDGE ROAD SUITE 160 | AddressLine1Txt |
| City | WORTHINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM M CUSTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6148559980 | PhoneNum |
| Signature | 2018-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS R DAYE | PreparerPersonNm |
| PTIN | P00054489 | PTIN |
| Phone | 6148888699 | PhoneNum |
| Preparation | 2018-04-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.230.146.128 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-09 | IPDt |
| IP Tm | 07:24:51 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E02FD4CEA8ECE916C5DFC6ABE716700C571B336B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E02FD4CEA8ECE916C5DFC6ABE716700C571B336B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $207,828 | 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 |
| Other Income Rev And Expnss | $11,641 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,948 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $11,641 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,948 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,641 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,715 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,308 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $167 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $167 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,455 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,455 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,258 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,641 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,702 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $103,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,126 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $101,274 | OtherAssetsBOYAmt |
| Other Assets EOY | $100,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $214,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $207,828 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $214,732 | UnrestrictedBOYAmt |
| Unrestricted EOY | $207,828 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $214,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $207,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $214,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $207,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $214,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,904 | ExcessRevenueOverExpensesAmt |
| Subtotal | $207,828 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $207,828 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $214,993 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.109306 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $234,029 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079050 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $296,543 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.299788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,780 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $441,644 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.139886 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,390 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $379,866 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.216892 | DistributionYr5Rt |
| Total Distribution | 0.844922 | TotalDistributionRt |
| Average Distribution | 0.168984 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $210,632 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,593 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,615 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43 | SubtotalAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $43 | 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 |
| 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 - NONE | WebsiteAddressTxt |
| Individual With Books | WILLIAM M CUSTER | IndividualWithBooksNm |
| Phone | 6148888699 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E WILSON BRIDGE ROAD STE 160 | AddressLine1Txt |
| City | WORTHINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43085 | 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 | Yes (true) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM M CUSTER | ||||||||
| 150 E WILSON BRIDGE ROAD SUITE 160 | WORTHINGTON | OH | 43085 | PRESIDENT | 000.00 | $2,000 | $0 | $0 |
| ELIZABETH M CUSTER | ||||||||
| 150 E WILSON BRIDGE ROAD SUITE 160 | WORTHINGTON | OH | 43085 | VICE-PRES. | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STUDY, REVIEW, AND ANALYSIS OF POTENTIAL DONEES BASED ON: THEIR BENEFIT TO SOCIETY AS A WHOLE, THEIR INCREASE TO THE HEALTH AND WELL-BEING OF MANKIND, AND THEIR SUPPORT OF RELIGIOUS AND SOCIAL CAUSES. | Description1Txt |
| Description2 | DISCUSSIONS ABOUT THE FOUNDATION'S INVESTMENT PORTFOLIO AND THE OVERALL INVESTMENT PHILOSOPHY AND DIRECTION. | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $202,465 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $213,840 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $213,840 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,208 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $210,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,532 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43 | TotalTaxAmt |
| Distributable Before Adj | $10,489 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,489 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,489 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,950 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $9,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,489 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $63,762 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,698 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,263 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,799 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,817 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $197,339 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,950 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,950 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $539 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $539 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $196,800 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,223 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $133,577 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,698 | ExcessFromYear4Amt |
| Excess From Year3 | $74,263 | ExcessFromYear3Amt |
| Excess From Year2 | $6,799 | ExcessFromYear2Amt |
| Excess From Year1 | $12,817 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM CUSTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E WILSON BRIDGE ROAD | AddressLine1Txt |
| Address Line2 | SUITE 160 | AddressLine2Txt |
| City | WORTHINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6148888699 | RecipientPhoneNum |
| Recipient Email Address | TOM@DAYECPA.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ANY FORM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED SCHEDULE | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | SEE ATTACHED | RecipientRelationshipTxt |
| Recipient Foundation Status | SEE ATTACHED | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $9,950 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $9,948 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DAVID R. HILL OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $1,693 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,948 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,693 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,641 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THOMAS R. DAYE & ASSOCIATES, CPA | CategoryTxt |
| Amt | $2,715 | Amt |
| Net Investment Income | $2,308 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BREYMAIER 2 WELL-DRILLING & COMPLET | AT COST | ||
| BRUCE FARMS OIL & GAS WELL 2% SHARE | AT COST | ||
| BETTS OIL & GAS WELL-DRILLING & COMP | AT COST | ||
| HILL SHURTZ OIL & GAS WELL 1% SHARE | AT COST | ||
| TURNKEY OIL & GAS WELL-DRILLING & CO | AT COST | $4,694 | $4,694 |
| FOUR SPRINGS CAPITAL TRUST SER A PFD | AT COST | $89,432 | $89,432 |
| LUNAU/SCHMID WELL 1 | AT COST |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLENMORE DEVONSHIRE CREAM WELSH MARE | $100,000 | $100,000 | $100,000 |
| DUE FROM WMC | $1,274 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| TERMINATION OF RECEIVABLE | $1,274 | $1,274 |
| OIL WELL EXPENSE | $984 | $984 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES-DAVID HIL | $9,948 | $9,948 | $9,948 |
| DAVID R. HILL OTHER INCOME | $1,693 | $1,693 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE TAX | $100 | $100 |
| EXCISE TAX ON INVESTMENT INCOME | $67 | $67 |