LARGAY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LARGAY FOUNDATION INC (EIN 65-0734278)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-30
- IRS object ID
- 201841509349100409
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-30T11:06:23-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591460004 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARFF WITTMER KURTZ JACKSON & DIAZ PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4627 PONCE DE LEON BLVD | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331462130 | 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 | 650734278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARGAY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARG | BusinessNameControlTxt |
| Phone | 3056667229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 NW 106 STREET SUITE 101 | AddressLine1Txt |
| City | MEDLEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33178 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E LARGAY JR | PersonNm |
| Person Title | DIR/VP | PersonTitleTxt |
| Phone | 3056667229 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH JACKSON CPA | PreparerPersonNm |
| PTIN | P00646801 | PTIN |
| Phone | 3056667229 | PhoneNum |
| Preparation | 2018-05-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.162.113.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-30 | IPDt |
| IP Tm | 10:06:23 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F3D770749DB25A5282ECC455230A6C470FCBE3E6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3758E87ADDF24EDB7CE80D99F8C6421002A7A6E5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $590,173 | 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 |
| Dividends Rev And Expnss | $8,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,902 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,434 | GrossSalesPriceAmt |
| Total Rev And Expnss | $13,278 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,376 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,896 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,948 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,948 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,451 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,451 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $462 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $30 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,978 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,978 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,929 | CashBOYAmt |
| Cash EOY | $15,585 | CashEOYAmt |
| Cash EOYFMV | $15,585 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $106,300 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,485 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $228,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $293,068 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $560,103 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $343,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $323,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $590,173 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $377,520 | CapitalStockBOYAmt |
| Capital Stock EOY | $377,520 | CapitalStockEOYAmt |
| Retained Earning BOY | -$33,851 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$54,382 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $343,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $323,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $343,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $323,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $343,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,531 | ExcessRevenueOverExpensesAmt |
| Subtotal | $323,138 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $323,138 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,817 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $504,476 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053158 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,411 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $546,616 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,828 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $606,535 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039285 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,916 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $552,603 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057756 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,763 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $518,808 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047731 | DistributionYr5Rt |
| Total Distribution | 0.253565 | TotalDistributionRt |
| Average Distribution | 0.050713 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $547,941 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,788 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,788 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,978 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH M JACKSON CPA | IndividualWithBooksNm |
| Phone | 3056667229 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4627 PONCE DE LEON BOULEVARD | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E LARGAY JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 NW 106 STREET SUITE 101 | AddressLine1Txt |
| City | MEDLEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33178 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIR/VP | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $468,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $556,285 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $556,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $547,941 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,397 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $27,397 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,397 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,397 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,978 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,978 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,905 | UndistributedIncomePYAmt |
| Qualifying Distributions | $24,978 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,905 | AppliedToYear1Amt |
| Applied To Current Year | $3,073 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $24,324 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES LARGAY JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9401 NW 106TH STREET SUITE 101 | AddressLine1Txt |
| City | MEDLEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33178 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056667229 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE IN WRITING AND INCLUDE THE BACKGROUND OF THE ORGANIZATION AND ITS PURPOSE. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SKILL DAY CENTER | ||||||
| 1700 NW 17 AVENUE | OCALA | FL | 34475 | 501(C)3 | FOR SAFETY AND ACADEMICS OF CHILDREN | $11,000 |
| WESTERN SKY AVIATION | ||||||
| 2050 W CANYON VIEW DR 2 | ST GEORGE | UT | 84770 | 501(C)3 | FOR HONORING AMERICAN HERO'S | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,902 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,902 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,278 | 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 | TAX AND ACCOUNTING FEES-SHARFF W | CategoryTxt |
| Amt | $5,896 | Amt |
| Net Investment Income | $2,948 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,948 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | EXXON MOBIL CORPORATION | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2017-10 | SoldDt |
| Gross Sales Price | $41,434 | GrossSalesPriceAmt |
| Basis | $36,532 | BasisAmt |
| Total Net | $4,902 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T, INC | $34,550 | $38,880 |
| ALPHABET INC (FKA GOOGLE) | $34,608 | $104,990 |
| AMERICAN EXPRESS | ||
| CASELLA WASTE SYSTEMS INCORPORATED | $44,275 | $57,550 |
| CERNER CORP | ||
| COLFAX CORP | ||
| DANAHER CORP | $23,671 | $92,820 |
| EXXON MOBIL CORP | ||
| FORTIVE CORP | $7,364 | $36,175 |
| GOOGLE INC | ||
| IBM CORP | $41,009 | $61,368 |
| JP MORGAN CHASE | $31,229 | $53,470 |
| MACYS INCORPORATED | $25,620 | $25,190 |
| RYDER SYSTEMS INCORPORATED | ||
| UNION PACIFIC CORP | $19,477 | $53,640 |
| ZOETIS INCORPORATED | $31,265 | $36,020 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $5,451 | Amt |
| Net Investment Income | $5,451 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT | $61 | $31 | $30 |
| TAXES ON INVESTMENT INCOME | $401 |