MILLARD & LILLIAN PRUTKY CHARITABLE: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MILLARD & LILLIAN PRUTKY CHARITABLE (EIN 41-2178669)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-25
- IRS object ID
- 201701459349100100
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-25T04:50:47-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM GAY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3984 EAST SR 64 | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342089059 | 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 | 412178669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLARD & LILLIAN PRUTKY CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 8139916415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27424 SORA BLVD | AddressLine1Txt |
| City | WESLEY CHAPEL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 335443469 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY C MELICK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8139916415 | PhoneNum |
| Signature | 2017-04-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JIM GAY CPA | PreparerPersonNm |
| Phone | 9417470588 | PhoneNum |
| Preparation | 2017-05-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.173.143.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-25 | IPDt |
| IP Tm | 04:48:38 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 772962BB1560C15574F2052CD2A1C44254D9CF46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F3F6E196577C53CB453497DD4D2107CC93431B89 | 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 | $405,102 | 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 | $375 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $375 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,081 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,081 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $6,197 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,638 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,638 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,291 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $210 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $712 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $152 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,074 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,074 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $482,058 | CorporateStockBOYAmt |
| Corporate Stock EOY | $405,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $405,102 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $482,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $405,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $405,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $482,058 | CapitalStockBOYAmt |
| Capital Stock EOY | $405,102 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $482,058 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $405,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $482,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $405,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $482,058 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,124 | OtherIncreasesAmt |
| Subtotal | $405,102 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $405,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVIS NEW YORK VENTURE A | P | 2006-12-26 | 2016-07-12 | $20,000 | $0 | $27,292 | -$7,292 | $0 | $0 | $0 | -$7,292 |
| EXXON MOBIL CORP | P | 2009-12-15 | 2016-07-12 | $18,605 | $0 | $14,146 | $4,459 | $0 | $0 | $0 | $4,459 |
| LMP CAP AND INCOME FD INC | P | 2010-11-18 | 2016-07-12 | $40,093 | $0 | $31,063 | $9,030 | $0 | $0 | $0 | $9,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,197 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,391 | AdjustedQlfyDistriYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $285,348 | AdjustedQlfyDistriYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $288,512 | AdjustedQlfyDistriYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $336,756 | AdjustedQlfyDistriYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $377,921 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,324,190 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.285398 | DistributionYr5Rt |
| Total Distribution | 0.285398 | TotalDistributionRt |
| Average Distribution | 0.057080 | AverageDistributionRt |
| Net Investment Income Pct | $112 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $224 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $224 | SubtotalAmt |
| Tax Based On Investment Income | $224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $720 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$720 | OriginalReturnOverpaymentAmt |
| Overpayment | $496 | OverpaymentAmt |
| Applied To ES Tax | $240 | AppliedToESTaxAmt |
| Refund | $256 | RefundAmt |
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 |
| Org Report Or Register State | PA | 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 | KIMBERLY MELICK TRUSTEE | IndividualWithBooksNm |
| Phone | 8139916415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27424 SORA BLVD | AddressLine1Txt |
| City | WESLEY CHAPEL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 335443469 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY MELICK | ||||||||
| 27424 SORA BLVD | WESLEY CHAPEL | FL | 33544 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DEBORAH TIMMONS | ||||||||
| 113 POND VIEW LANE | SEAFORD | DE | 19973 | TRUSTEE | 0 | $0 | $0 | $0 |
| JANICE GLONECK | ||||||||
| 432 TRINITY AVENUE | HAMILTON | NJ | 08619 | TRUSTEE | 0 | $0 | $0 | $0 |
| BRIAN MELICK | ||||||||
| 27424 SORA BLVD | WESLEY CHAPEL | FL | 33544 | TRUSTEE | 0 | $0 | $0 | $0 |
| FRANK TIMMONS | ||||||||
| 113 POND VIEW LANE | SEAFORD | DE | 19973 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $224 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $312,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $337,304 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $289,600 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $286,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,365,657 | TotalExcessDistributionCyovAmt |
| Total Corpus | $1,365,657 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $312,650 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,053,007 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $337,304 | ExcessFromYear4Amt |
| Excess From Year3 | $289,600 | ExcessFromYear3Amt |
| Excess From Year2 | $286,000 | ExcessFromYear2Amt |
| Excess From Year1 | $140,103 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COVENANT PRESBYTERIAN CHURCH | ||||||
| 471 PARKWAY AVENUE | TRENTON | NJ | 08618 | N/A | RELIGIOUSORGANIZATION | $20,000 |
| SHRINERS HOSPITAL | ||||||
| 3551 NORTH BROAD STREET | PHILADELPHIA | PA | 19140 | N/A | NON-PROFITORGANIZATION | $20,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 122 E 42ND STREET FLOOR 18 | NEW YORK | NY | 10168 | N/A | NON-PROFITORGANIZATION | $20,000 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | NON-PROFITORGANIZATION | $10,000 |
| CHILDRENS HOSPITAL FOUNDATION | ||||||
| 34TH STREET CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | N/A | NON-PROFITORGANIZATION | $20,000 |
| Guardian Ad Litem Foundation | ||||||
| 14250 49th Street North Suite 4000 | Clearwater | FL | 33762 | F | Non-ProfitORGANIZATION | $15,600 |
| BIG CAT RESCUE | ||||||
| 12802 EASY STREET | TAMPA | FL | 33625 | N/A | NON-PROFITORGANIZATION | $5,000 |
| LEARNING YOUR FUNCTION INC | ||||||
| 2017 REIGLER RD | LAND O LAKES | FL | 34639 | N/A | NON-PROFITORGANIZATION | $5,000 |
| LAW ENFORCEMENT EDUCATION PROGRAM | ||||||
| 667 EAST BIG BEAVER ROAD 205 | TROY | MI | 48083 | N/A | NON-PROFITORGANIZATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $116,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $375 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,081 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Capital Gain Distributions-Morgan Stanley | $22,162 |
| Unrecap Sec 1250 Gain-Morgan Stanley | $3 |
| Non-Dividend Distributions-Morgan Stanley | $1,635 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,256 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,256 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCOME USED TO FUND SELECTED CHARITIES |
| 4 | INCOME USED TO FUND SELECTED CHARITIES |
| 8 | INCOME USED TO FUND SELECTED CHARITIES |
| 7 | INCOME USED TO FUND SELECTED CHARITIES |
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 | JIM GAY, CPA TAX PREPARATION | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $405,102 | EOYBookValueAmt |
| EOYFMV | $405,102 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS COSTS | Desc |
| Revenue And Expenses Per Books | $152 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $152 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Non Dividend Distributions | $1,635 | $1,635 |
| UNRECAP SEC 1250 GAIN | $3 | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASED UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $34,124 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $210 | Amt |
| Net Investment Income | $210 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $712 | $712 |
| FOREIGN TAX |