LOWENBERG CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOWENBERG CHARITABLE TRUST (EIN 43-6768599)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-11
- IRS object ID
- 201731019349100318
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-11T17:49:41-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431459858 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT C SANGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 North 36th Street | AddressLine1Txt |
| City | Saint Joseph | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64506 | 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 | 436768599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOWENBERG CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOWE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 Francis Street | AddressLine1Txt |
| City | Saint Joseph | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 645020308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S Bank Trust | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8163647450 | PhoneNum |
| Signature | 2017-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert C Sanger CPA | PreparerPersonNm |
| PTIN | P01280224 | PTIN |
| Phone | 8162794949 | PhoneNum |
| Preparation | 2017-04-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.252.130.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-11 | IPDt |
| IP Tm | 18:12:08 | IPTm |
| Federal Original Submission Id | 43492420171014t2kbcy | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-04-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EF482007AADF64BA14BF3BC29EC3659B09557F16 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EF482007AADF64BA14BF3BC29EC3659B09557F16 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| 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 |
| Dividends Rev And Expnss | $5,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,512 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,852 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,925 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,533 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $392 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $385 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $385 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,527 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $286,022 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $286,022 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $289,549 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$286,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,814 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $136,426 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $124,490 | CorporateBondsBOYAmt |
| Other Investments BOY | $14,500 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $286,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $286,230 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $286,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $286,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $286,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$286,230 | ExcessRevenueOverExpensesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2012-07-01 | 2016-11-15 | $273,784 | $270,428 | $3,356 | $3,356 |
| PUBLICLY TRADED SECURITIES | P | 2016-07-01 | 2016-11-15 | $76,343 | $78,187 | -$1,844 | -$1,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,512 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,844 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,428 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $304,131 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054016 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,649 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $304,398 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054695 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,214 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $352,873 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045949 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,347 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $340,285 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053917 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,001 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $343,712 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049463 | DistributionYr5Rt |
| Total Distribution | 0.258039 | TotalDistributionRt |
| Average Distribution | 0.051608 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $251,833 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,997 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,030 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $289,549 | 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 | $33 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $252 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $252 | TotalPaymentsAndCreditsAmt |
| Overpayment | $219 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $219 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | NA | WebsiteAddressTxt |
| Individual With Books | U S Bank Trust | IndividualWithBooksNm |
| Phone | 8163647450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 308 | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S Bank Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 308 | AddressLine1Txt |
| City | ST JOSEPH | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trust Officer | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,925 | 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 |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE LOWENBERG CHARITABLE FOUNDATION PROVIDES FUNDING FOR VARIOUS OTHER 501c3 ORGANIZATIONS SEE LISTING | Description1Txt |
| Expenses1 | $286,022 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $255,578 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $255,668 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $255,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,835 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $251,833 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33 | TotalTaxAmt |
| Distributable Before Adj | $12,559 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,559 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,559 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $289,549 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $289,549 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $289,516 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,559 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,000 | UndistributedIncomePYAmt |
| Qualifying Distributions | $289,549 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,000 | AppliedToYear1Amt |
| Applied To Current Year | $12,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $264,990 | RemainingDistriFromCorpusAmt |
| Total Corpus | $264,990 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $264,990 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $264,990 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISTING IS ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS LOCAL ADDRESSES | AddressLine1Txt |
| City | Saint Joseph | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | CHARITABLE AND EDUCATIONAL 501c3 ORGS | GrantOrContributionPurposeTxt |
| Amt | $286,022 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $286,022 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,340 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,340 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,340 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S Bank Trust | PersonNm |
| Short Explanation | NORMAL TRUST COMPANY RATES. | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK COMMON | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REAL ESTATE | $0 | $0 |
| COMMODITIES | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $385 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $385 | DisbursementsCharitablePrpsAmt |