FOX FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FOX FAMILY FOUNDATION INC (EIN 46-0633012)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-12
- IRS object ID
- 201712559349100606
- 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
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-12T13:21:18-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200766572 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JLP CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8952 TYLER BLVD | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440602185 | 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 | 460633012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOXF | BusinessNameControlTxt |
| Phone | 3053657614 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 CRANDON BLVD APT 601 | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANFORD A FOX | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3053657614 | PhoneNum |
| Signature | 2017-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL R PAHORESKY CPA | PreparerPersonNm |
| PTIN | P00344973 | PTIN |
| Phone | 4409741040 | PhoneNum |
| Preparation | 2017-09-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | A0523A5A1F6E1593B07ACD76839964A39D72FA1D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A0523A5A1F6E1593B07ACD76839964A39D72FA1D | 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 | $51,434 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,558 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $273 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,313 | GrossSalesPriceAmt |
| Total Rev And Expnss | $18,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $273 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $265 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $273 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,656 | CashBOYAmt |
| Cash EOY | $6,380 | CashEOYAmt |
| Cash EOYFMV | $6,380 | CashEOYFMVAmt |
| Corporate Stock BOY | $42,281 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,054 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $50,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,434 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $50,937 | UnrestrictedBOYAmt |
| Unrestricted EOY | $51,434 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,624 | OtherIncreasesAmt |
| Subtotal | $56,290 | SubtotalAmt |
| Other Decreases | $4,856 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,434 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,174 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,520 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.399161 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,453 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.127121 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,275 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $500 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 0.526282 | TotalDistributionRt |
| Average Distribution | 0.263141 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,403 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,526 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,529 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,225 | 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 | $3 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3 | SubtotalAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,370 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,370 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,367 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $20,367 | 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 |
| 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 | PAUL PAHORESKY CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4409741040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8952 TYLER BLVD | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | 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 | SANFORD A FOX | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 789 CRANDON BLVD 601 | AddressLine1Txt |
| City | KEY BISCAYNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | 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 | $43,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,186 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $52,186 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $783 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable Before Adj | $2,567 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,567 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,567 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,225 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,222 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,567 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,577 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,502 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,225 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,567 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,658 | RemainingDistriFromCorpusAmt |
| Total Corpus | $30,160 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $30,160 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $500 | ExcessFromYear4Amt |
| Excess From Year3 | $2,275 | ExcessFromYear3Amt |
| Excess From Year2 | $1,577 | ExcessFromYear2Amt |
| Excess From Year1 | $14,150 | ExcessFromYear1Amt |
| Excess From Current Year | $11,658 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | PROMOTE ARTS IN THE COMMUNITY | $500 | ||
| JEWISH WELFARE CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | SUPPORT GENERAL OPERATING EXPENSES | $5,000 | ||
| WISTER INSTITUTE | |||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 19104 | MEDICAL RESEARCH AND TRAINING | $75 | ||
| JEWISH FEDERATION | |||||||
| 315 4600 BATHURST STREET | CLEVELAND | OH | 44122 | SUPPORT JEWISH COMMUNITY | $3,000 | ||
| CIFIDS FOUNDATION | |||||||
| 103 ALETHA ROAD | NEEDHAM | MA | 024923931 | SUPPORT MEDICAL RESEARCH | $400 | ||
| UNIVERSITY HOSPITAL | |||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | SUPPORT GENERAL OPERATING EXPENSES | $100 | DEPT OF NEUROLOGY | |
| THE CLEO INSTITUTE | |||||||
| 100 RED ROAD | PINECREST | FL | 33156 | PROMOTE ENVIRONMENTAL POLICIES | $150 | ||
| AMERICAN FRIENDS OF HEBREW UNIVERSI | |||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | PROMOTE JEWISH EDUCATION | $1,500 | 25TH FLOOR | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | SUPPORT FOR ISREAL | $250 | ||
| IN MOTION PARKINSONS | |||||||
| 4829 GALAXY PARKWAY | WARRENSVILLE HEIGHTS | OH | 44128 | PARKINSONS DISEASE TREATMENT | $250 | SUITE M | |
| HILLEL CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | SUPPORT JEWISH COMMUNITY | $1,000 | ||
| MICHAEL J FOX FOUNDATION | |||||||
| GRAND CENTRAL STATION | NEW YORK | NY | 101634777 | PARKINSONS DISEASE RESEARCH | $1,000 | PO BOX 4777 | |
| KEY BISCAYNE WOMENS GIVING CIRCLE | |||||||
| 88 W MCINTYRE ST REET | KEY BISCAYNE | FL | 33149 | FINANCIAL SUPPORT FOR WOMEN AND CHIL | $1,000 | SUITE 200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $273 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,656 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,929 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,929 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $525 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 55 SHARES HENRY SCHEIN HSIC | AssetDesc |
| Acquired | 2004-10 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2016-04 | SoldDt |
| Gross Sales Price | $9,313 | GrossSalesPriceAmt |
| Basis | $1,657 | BasisAmt |
| Total Net | $7,656 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $45,054 | EOYBookValueAmt |
| EOYFMV | $45,054 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN BECOMING REALIZED | Desc |
| Amt | $4,856 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET VALUE ADJUSTMENT | Desc |
| Amt | $1,624 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $8 | Amt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |