B & L FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- B & L FOUNDATION (EIN 74-2425299)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-02-01
- IRS object ID
- 201720329349100412
- Schema version
- 2015v3.0
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-01T16:26:39-07:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870637407 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVAGE ESPLIN & RADMALL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N MAIN ST STE 402 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742425299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | B&L FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | B&LF | BusinessNameControlTxt |
| Phone | 4356271127 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 S CRESTLINE DRIVE | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAE B LEWIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4356271127 | PhoneNum |
| Signature | 2017-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RODNEY F SAVAGE | PreparerPersonNm |
| PTIN | P00011759 | PTIN |
| Phone | 4356736195 | PhoneNum |
| Preparation | 2017-02-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $1,941,788 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $51,252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,727 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $51,252 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,688 | GrossSalesPriceAmt |
| Total Rev And Expnss | $194,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,728 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,253 | TotalAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $5,968 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,098 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $36,782 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $44,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,728 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $51,253 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,651,666 | CashBOYAmt |
| Cash EOY | $1,678,205 | CashEOYAmt |
| Cash EOYFMV | $1,678,205 | CashEOYFMVAmt |
| Other Investments BOY | $220,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $243,583 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $243,583 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $30,408 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,489 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,887 | LandBOYAmt |
| Land EOY | $14,919 | LandEOYAmt |
| Land EOYFMV | $20,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,892,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,936,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,941,788 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,892,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,936,707 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,892,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,936,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,892,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,936,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,892,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,913 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,936,707 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,936,707 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,689 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,892,794 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020968 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $158,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,930,684 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082230 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,408 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,743,513 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027191 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,670,136 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015510 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,399 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,578,858 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027488 | DistributionYr5Rt |
| Total Distribution | 0.173387 | TotalDistributionRt |
| Average Distribution | 0.034677 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,925 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $171 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $427 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $598 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $106,180 | 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 | $427 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $427 | SubtotalAmt |
| Tax Based On Investment Income | $427 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $427 | 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 | WebsiteAddressTxt |
| Individual With Books | FAE LEWIS | IndividualWithBooksNm |
| Phone | 4356271127 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 S CRESTLINE DRIVE | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84790 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| FAE B LEWIS | ||||||||
| 169 S CRESTLINE DRIVE | ST GEORGE | UT | 84790 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BRENDA L PRICE | ||||||||
| 2406 E PROSPECT ST | SEATTLE | WA | 98112 | TRUSTEE | 1.00 | $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 | GENEALOGICAL RESEARCH | Description1Txt |
| Expenses1 | $26,300 | Expenses1Amt |
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 | $5,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $427 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $427 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,180 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $106,180 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $427 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,753 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $40,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,180 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $106,180 | RemainingDistriFromCorpusAmt |
| Total Corpus | $146,263 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $146,263 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $40,083 | ExcessFromYear1Amt |
| Excess From Current Year | $106,180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| LDS CHURCH | |||||
| 50 EAST NORTH TEMPLE ST | SALT LAKE CITY | UT | 84150 | CHARITABLE DONATION | $20,000 |
| LDS PHILANTHROPIES | |||||
| 1450 N UNIVERSITY AVE | PROVO | UT | 84604 | SCHOLARSHIPS | $85,000 |
| WALMART FOUNDATION | |||||
| 625 W TELEGRAPH ST | WASHINGTON | UT | 84780 | CHRISTMAS CHARITY DRIVE | $600 |
| BOY SCOUTS OF AMERICA | |||||
| 748 N 1340 W | OREM | UT | 84057 | BOY SCOUTS DONATION | $340 |
| KBYU | |||||
| 701 BYU | PROVO | UT | 84602 | CHARITABLE DONATION | $240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,180 | 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 | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $51,252 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $143,688 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $194,941 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $194,941 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE & FIXTURES | PropertyDesc |
| Acquired | 2013-10-01 | AcquiredDt |
| Cost Or Other Basis | $30,408 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $9,521 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 7.0000 | LifeRt |
| Current Year Expense | $5,968 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| SEI 240594 ST | 2015-01 | PURCHASE | 2015-09 | $76,249 | $76,249 |
| SEI 240594 LT | 2014-01 | PURCHASE | 2015-09 | $50,396 | $50,396 |
| SEI 352003 LT | 2014-01 | PURCHASE | 2015-09 | $17,043 | $17,043 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $243,583 | BookValueAmt |
| EOYFMV | $243,583 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $30,408 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,489 | AccumulatedDepreciationAmt |
| Book Value | $14,919 | BookValueAmt |
| EOYFMV | $20,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $248 |
| EDUCATION & TRAINING | $55 |
| FOUNDATION EXPENSES | $1,808 |
| GENEALOGICAL RESEARCH | $26,300 |
| INVESTMENT EXPENSES | $8,371 |