NOWICZEWSKI FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NOWICZEWSKI FOUNDATION (EIN 76-0569596)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-08-16
- IRS object ID
- 201722289349100107
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-16T13:04:15-05:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760556223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J W SCHUBERT & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 N LOOP 336 W STE 101 | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760569596 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NOWICZEWSKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NOWI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 623 BUFFINGTON | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH NOWICZEWSKI | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Signature | 2017-08-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL C MELMS CPA | PreparerPersonNm |
| PTIN | P00543872 | PTIN |
| Phone | 9367564421 | PhoneNum |
| Preparation | 2017-08-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | A21B24241828D12565058D6C6DEB6A3DB0D1F08C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC7E9C6B5270E9C96BBE4B9A92478C28D7248FA7 | 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 | $0 | 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 |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $403,393 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,000 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,875 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,875 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $66,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,374 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $8 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $113,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,374 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $111,491 | CashBOYAmt |
| Cash EOY | $47,615 | CashEOYAmt |
| Corporate Stock BOY | $621,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $635,418 | CorporateStockEOYAmt |
| Other Investments EOY | $2,875 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $732,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $685,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $732,521 | RetainedEarningBOYAmt |
| Retained Earning EOY | $685,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $732,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $685,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $732,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $685,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $732,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,613 | ExcessRevenueOverExpensesAmt |
| Subtotal | $685,908 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $685,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,000 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,304 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $63,355 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $163,559 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $192,666 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $49,976 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $84 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $113,050 | 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 | $84 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $84 | SubtotalAmt |
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $84 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELMS SCHUBERT & ASSOCIATES PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9367564421 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77305 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH NOWICZEWSKI | ||||||||
| 623 BUFFINGTON | HOUSTON | TX | 77060 | PRES/TREAS | 000.00 | $0 | $0 | $0 |
| PAULA NOWICZEWSKI | ||||||||
| 623 BUFFINGTON | HOUSTON | TX | 77060 | SECRETARY | 000.00 | $0 | $0 | $0 |
| JOSEPH P NOWICZEWSKI | ||||||||
| 623 BUFFINGTON | HOUSTON | TX | 77060 | DIRECTOR | 000.00 | $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 |
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 | $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 | $84 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $113,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $113,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $84 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $112,966 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $50,050 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $192,781 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $163,650 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,400 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $547,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $113,050 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $113,050 | RemainingDistriFromCorpusAmt |
| Total Corpus | $660,281 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $50,050 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $610,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $192,781 | ExcessFromYear4Amt |
| Excess From Year3 | $163,650 | ExcessFromYear3Amt |
| Excess From Year2 | $63,400 | ExcessFromYear2Amt |
| Excess From Year1 | $77,350 | ExcessFromYear1Amt |
| Excess From Current Year | $113,050 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH NOWICZEWSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 623 BUFFINGTON | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2814456393 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST SHOULD BE MADE IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BEFORE DECEMBER 31ST OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ASBURY UNIVERSITY | ||||||
| 1 MACKLEM DRIVE | WILMORE | KY | 40390 | EDUCATIONAL | $5,000 | |
| CEDARVILLE UNVIERSITY | ||||||
| 251 WEST MAINS T | CEDARVILLE | OH | 45314 | EDUCATIONAL | $3,500 | |
| CRU | ||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | RELIGIOUS | $2,000 | |
| EMPOWER HOPE | ||||||
| 1 LANCASTER DRIVE | LANCASTER | PA | 17601 | CHARITABLE | $12,000 | |
| FAITH BIBLE CHURCH | ||||||
| 5505 RESEARCH FOREST DR | THE WOODLANDS | TX | 77381 | RELIGIOUS | $31,000 | |
| GRACE SCHOOL OF THEOLOGY | ||||||
| 3705 COLLEGE PARK DRIVE | THE WOODALNDS | TX | 77384 | RELIGIOUS | $10,000 | |
| HOPE FOR BURUNDI | ||||||
| 6700 WOODLANDS PARKWAY | THE WOODLANDS | TX | 77382 | CHARITABLE | $2,500 | SUITE 230-2301 |
| HOUSTON PUBLIC BROADCASTING | ||||||
| PO BOX 4399 | HOUSTON | TX | 77210 | EDUCATIONAL | $500 | |
| INTERNATIONAL PARTNERSHIPS | ||||||
| PO BOX 3740 | BOONE | NC | 28607 | RELIGIOUS | $2,000 | |
| MAGNOLIA BIBLE CHURCH | ||||||
| 31611 NICHOLS SAWMILL ROA | MAGNOLIA | TX | 77355 | RELIGIOUS | $30,000 | |
| MD ANDERSON | ||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | MEDICAL RESEARCH | $250 | |
| SAM HOUSTON STATE UNIVERSITY | ||||||
| 1806 AVENUE J | HUNTSVILLE | TX | 77304 | EDUCATIONAL | $2,000 | |
| SAN DIEGO STATE UNIVERSITY | ||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 921827436 | EDUCATIONAL | $4,000 | |
| SOUTHEASTERN UNIVERSITY | ||||||
| 100 LONGFELLOW BLVD | LAKELAND | FL | 33801 | EDUCATIONAL | $1,000 | |
| UNIVERSITY OF ARKANSAS | ||||||
| PO BOX 1404 | FAYETTEVILLE | AR | 72702 | EDUCATIONAL | $1,500 | |
| UNIVERSITY OF NORTHWESTERN | ||||||
| 3003 SNELLING AVENUE N | ROSEVILLE | MN | 55113 | EDUCATIONAL | $4,800 | |
| UNIVERSITY OF TEXAS | ||||||
| 100 WEST DEAN KEATON ST | AUSTIN | TX | 78705 | EDUCATIONAL | $500 | |
| VANDERBILT UNIVERSITY | ||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | EDUCATIONAL | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,050 | 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 | $8 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,491 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,875 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,071 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,445 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,445 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SUMMARY OF LT STOCK SALES | PURCHASE | $102,624 | $91,525 | $11,099 |
| SUMMARY OF ST STOCK SALES | PURCHASE | $299,769 | $252,797 | $46,972 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $635,418 | EOYBookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT - LINN ENERGY | CategoryOrItemTxt |
| Book Value | $2,875 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| SERVICE CHARGES |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $2,875 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,875 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $8 | Amt |