PETER & NANCY SALTER FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PETER & NANCY SALTER FAMILY FOUNDATION INC (EIN 20-1828772)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-08
- IRS object ID
- 201701289349101580
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-08T14:50:54-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203815450 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URKE & STOLLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11811 N TATUM BLVD STE 1060 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201828772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER & NANCY SALTER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 6023884632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK ROAD STE 854 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER W SALTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6023884632 | PhoneNum |
| Signature | 2017-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN K URKE | PreparerPersonNm |
| PTIN | P00290440 | PTIN |
| Phone | 6028675058 | PhoneNum |
| Preparation | 2017-04-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 31C4FE30A623783DC1E59CB472363066914ABF7B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 98E683DE90E6D243C708120C1D2D81B72D6FE0B4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $16,237,511 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $86,344 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86,344 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $86,344 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $88,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,525 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $88,525 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$79,310 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,972 | GrossSalesPriceAmt |
| Total Rev And Expnss | $95,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,869 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $174,869 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $98 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $98 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $98 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,121 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,121 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,121 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $909 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $909 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,128 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,128 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $900,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $900,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $904,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,128 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,128 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $900,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$808,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,741 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $170,741 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,822,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,575,927 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,575,927 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,407,358 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,009,403 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,383,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,202,939 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,039,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,278,584 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,432,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,624,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,237,511 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,432,995 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,624,426 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,432,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,624,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,432,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,624,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,432,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$808,569 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,624,426 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,624,426 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $925,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,452,929 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $950,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,195,837 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055246 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,050,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,753,614 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059143 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $990,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,991,036 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058266 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,499,422 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,380,963 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.143802 | DistributionYr5Rt |
| Total Distribution | 0.369457 | TotalDistributionRt |
| Average Distribution | 0.073891 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,858,354 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,245,681 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,707 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,247,388 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $900,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,415 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,415 | SubtotalAmt |
| Tax Based On Investment Income | $3,415 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,162 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,162 | TotalPaymentsAndCreditsAmt |
| Overpayment | $747 | OverpaymentAmt |
| Applied To ES Tax | $747 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | 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 | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 6023884632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK RD 854 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | 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 | PETER W SALTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK ROAD 854 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | 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 | $7,199,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,915,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,115,080 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,115,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $256,726 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,858,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $842,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $842,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,415 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,415 | TotalTaxAmt |
| Distributable Before Adj | $839,503 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $839,503 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $839,503 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $900,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $900,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $900,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $839,503 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,582,497 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $141,338 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $166,415 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,897 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,044,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $900,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $839,503 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,497 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,104,993 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,582,497 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $522,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $141,338 | ExcessFromYear4Amt |
| Excess From Year3 | $166,415 | ExcessFromYear3Amt |
| Excess From Year2 | $97,897 | ExcessFromYear2Amt |
| Excess From Year1 | $56,349 | ExcessFromYear1Amt |
| Excess From Current Year | $60,497 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NEBRASKA FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 LINCOLN MANN STE 30 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | UNL CBA BUILDING FUND | GrantOrContributionPurposeTxt |
| Amt | $900,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $900,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,344 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,525 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$79,310 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $174,869 | ExclusionAmt |
| Related Or Exempt Function Incm | -$79,310 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,559 | 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 PREPARATION | CategoryTxt |
| Amt | $3,121 | Amt |
| Net Investment Income | $3,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,121 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ALIBABA GROUP HOLDINGS LTD | AssetDesc |
| Acquired | 2014-11 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2016-05 | SoldDt |
| Gross Sales Price | $170,972 | GrossSalesPriceAmt |
| Basis | $250,282 | BasisAmt |
| Total Net | -$79,310 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $269,990 | $266,751 |
| ALIBABA GROUP HOLDING LTD | ||
| BECTON DICKINSON & CO | $526,656 | $675,589 |
| HALYARD HEALTH INC | $14,442 | $16,641 |
| JOHNSON & JOHNSON | $533,067 | $564,981 |
| KIMBERLY CLARK CORP | $895,958 | $977,156 |
| PROCTER & GAMBLE CO | $1,984 | $2,207 |
| TEVA PHARMACEUTICAL | $263,395 | $164,190 |
| 3M COMPANY | $533,604 | $611,069 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,009,403 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,383,000 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $98 | LegalFeesAmt |
| Net Investment Income | $98 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TEVA PHARMACEUTICAL | CategoryTxt |
| Amt | $909 | Amt |
| Net Investment Income | $909 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $909 | AdjustedNetIncomeAmt |