DOBSON FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DOBSON FOUNDATION INC (EIN 13-6168259)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-06
- IRS object ID
- 201501269349100130
- Schema version
- 2014v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-06T11:27:36-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113089496 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH TOTILO CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 OCEAN PKWY D10 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136168259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOBSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOBS | BusinessNameControlTxt |
| Phone | 2125350019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WEST 35TH STREET | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 9TH FL | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH JEFFORDS RADCLIFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125350019 | PhoneNum |
| Signature | 2015-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH TOTILO | PreparerPersonNm |
| PTIN | P01221820 | PTIN |
| Phone | 7186451016 | PhoneNum |
| Preparation | 2015-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,579,174 | 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 | $463 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $463 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,487 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,487 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $667,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,265,375 | GrossSalesPriceAmt |
| Total Rev And Expnss | $883,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,950 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,002 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,998 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,750 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,007 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $164,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,007 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,948 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $718,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $331,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $382,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $382,217 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,128,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,756,002 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,726,490 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,201,427 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,242,003 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,470,467 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,661,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,380,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,579,174 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,661,241 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,380,222 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,661,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,380,222 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,661,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,380,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,661,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $718,981 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,380,222 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,380,222 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $359,772 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,448,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066036 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $168,713 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,424,299 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031103 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $195,459 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,064,642 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038593 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $205,039 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,643,107 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044160 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $212,105 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,392,995 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048283 | DistributionYr5Rt |
| Total Distribution | 0.228175 | TotalDistributionRt |
| Average Distribution | 0.045635 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,414,010 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $247,068 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,119 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $249,187 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $152,948 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,239 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,239 | SubtotalAmt |
| Tax Based On Investment Income | $4,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,355 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,355 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,116 | OverpaymentAmt |
| Applied To ES Tax | $7,116 | AppliedToESTaxAmt |
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 | NY | 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 | SARAH JEFFORDS RADCLIFF | IndividualWithBooksNm |
| Phone | 2125350019 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST 35TH ST 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2013 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SARAH JEFFORDS RADCLIFF | |||||||||
| 3 WEST 35TH STREET 9TH FLOOR | 3 WEST 35TH STREET 9TH FLOOR | NEW YORK | NY | 10001 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| KENNETH TOTILO | |||||||||
| 3 WEST 35TH ST 9TH FL | NEW YORK | NY | 10001 | TREASURER/TR | 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 |
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 | $5,140,084 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $356,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,496,457 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,496,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,414,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,239 | TotalTaxAmt |
| Distributable Before Adj | $266,462 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $266,462 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $266,462 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,948 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $152,948 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $152,948 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,462 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $153,712 | UndistributedIncomePYAmt |
| Qualifying Distributions | $152,948 | QualifyingDistributionsAmt |
| Applied To Year1 | $152,948 | AppliedToYear1Amt |
| Taxable2 | $764 | Taxable2Amt |
| Undistributed Income CY | $266,462 | UndistributedIncomeCYAmt |
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 | SEE ATTACHED PDF SCHEDULE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED PDF | AddressLine1Txt |
| City | NY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | TO ACCOMPLISH 501(C)(3) PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $150,950 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $463 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,487 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $667,736 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $883,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $883,686 | 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 | KENNETH A. TOTILO, CPA | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $4,002 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,998 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULE | 2013-09 | PURCHASE | 2014-08 | $910,428 | $850,020 | $60,408 |
| SEE ATTACHED SCHEDULE | 2001-12 | PURCHASE | 2014-10 | $1,354,947 | $747,619 | $607,328 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $2,242,003 | EOYBookValueAmt |
| EOYFMV | $2,470,467 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $1,756,002 | EOYBookValueAmt |
| EOYFMV | $2,726,490 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE CHARGES | $5 | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| NYS DEPARTMENT OF LAW | $250 |
| FEDERAL EXCISE TAX | $7,500 |