MILLS FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MILLS FAMILY FOUNDATION INC (EIN 52-2280710)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201501359349100620
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T06:28:58-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULMAN BLACK & KATZ LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 ROUTE 304 | AddressLine1Txt |
| City | NEW CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 109563035 | 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 | 522280710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mills Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 9149680060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Fanshaw Avenue | AddressLine1Txt |
| City | Yonkers | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH MILLS JOHNSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9149680060 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL BLACK CPA | PreparerPersonNm |
| Phone | 8456384600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,117,542 | 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 | $17,184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,135 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,395 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $399,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,319 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $586 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,093 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,093 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,128 | CashBOYAmt |
| Cash EOY | $91,830 | CashEOYAmt |
| Cash EOYFMV | $91,830 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,000 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $279,413 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $277,837 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $235,965 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $931,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $983,242 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,678,774 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $77,500 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $77,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $110,973 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,472,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,430,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,117,542 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,472,283 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,430,409 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,472,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,430,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,472,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,430,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,472,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,965 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$4,909 | OtherIncreasesAmt |
| Subtotal | $1,430,409 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,430,409 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $99,080 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,060,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048094 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,008 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,890,835 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042314 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,056 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,875,602 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046948 | DistributionYr3Rt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $1,498,529 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.137356 | TotalDistributionRt |
| Average Distribution | 0.034339 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,214,124 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $76,031 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $362 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $76,393 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,000 | 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 | $362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $362 | SubtotalAmt |
| Tax Based On Investment Income | $362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $638 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $638 | 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 | DC | 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 | JUDITH MILLS-JOHNSON | IndividualWithBooksNm |
| Phone | 9149680181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Fanshaw Avenue | AddressLine1Txt |
| City | Yonkers | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10705 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH MILLS-JOHNSON | ||||||||
| 25 Fanshaw Avenue | Yonkers | NY | 10705 | Pres/Treas | 5.00 | $0 | $0 | $0 |
| JOAN MILLS BUSKO | ||||||||
| Durham | Durham | NC | 27707 | Vice Pres | 1.00 | $0 | $0 | $0 |
| RICHARD MILLS | ||||||||
| McLean | McLean | VA | 22101 | Vice-Pres | 1.00 | $0 | $0 | $0 |
| 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,109,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,247,842 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,247,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,214,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $362 | TotalTaxAmt |
| Distributable Before Adj | $110,344 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $110,344 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $110,344 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $108,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $362 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,638 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,344 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,587 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $72,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $88,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $341,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $108,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $449,000 | TotalCorpusAmt |
| Taxable2 | $102,587 | Taxable2Amt |
| Undistributed Income CY | $110,344 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $72,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $376,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $88,500 | ExcessFromYear3Amt |
| Excess From Year2 | $80,500 | ExcessFromYear2Amt |
| Excess From Year1 | $99,500 | ExcessFromYear1Amt |
| Excess From Current Year | $108,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Arena Stage | ||||||
| 1101 Sixth Street SW | Washington | DC | 20024 | PublicCharity | Charitable | $5,000 |
| Greystone Foundation | ||||||
| 21 Park Avenue | Yonkers | NY | 10703 | PublicCharity | Charitable | $1,500 |
| Washington Humane Society | ||||||
| 1201 New York Avenue NE | Washington | DC | 20002 | PublicCharity | Charitable | $2,500 |
| Montgomery College | ||||||
| 900 Hungerford Drive | Rockville | MD | 20850 | PublicCharity | Educational | $22,500 |
| American Jewish World Service | ||||||
| 45 W 36th Street | New York | NY | 10018 | PublicCharity | Charitable | $15,000 |
| Afya Foundation | ||||||
| 140 Saw Mill River Rd | Yonkers | NY | 10701 | PublicCharity | Charitable | $2,500 |
| Rocky Mountain Institute | ||||||
| 2317 Snowmass Creek Road | Snowmass | CO | 81654 | PublicCharity | Environmental | $1,500 |
| Doctors Without Borders USA | ||||||
| PO Box 5030 | Hagerstown | MD | 217415030 | PublicCharity | CharitableCommunity Svc | $15,000 |
| Brady Center to Prevent Gun Violence | ||||||
| 1225 Eye Street NW Suite 1100 | Washington | DC | 20005 | PublicCharity | Charitable | $2,500 |
| Grace Cottage Foundation | ||||||
| 185 Grafton Road | Townshend | VT | 05353 | PublicCharity | Charitable | $1,500 |
| Usdan Center for the Creative and Performing Arts | ||||||
| 185 Colonial Spring Road | Wheatley Heights | NY | 11798 | PublicCharity | Charitable | $1,000 |
| Westhab | ||||||
| 8 Bashford St | Yonkers | NY | 10701 | PublicCharity | Charitable | $1,000 |
| Goathouse Refuge | ||||||
| 379 Goathouse Rd | Pittsboro | NC | 27312 | PublicCharity | Charitable | $1,500 |
| NC Museum of Art Foundation | ||||||
| 2110 Blue Ridge Road | Raleigh | NC | 27607 | PublicCharity | Charitable | $5,000 |
| Chief's Memorial Campership Fund | ||||||
| 19 Watchtower Road | Hopkinton | NH | 03229 | PublicCharity | Charitable | $1,000 |
| Planned Parenthood of Central NC | ||||||
| PO Box 3258 | Chapel Hill | NC | 27515 | PublicCharity | Charitable | $2,000 |
| Sidwell Friends School | ||||||
| 38925 Wisconsin Avenue NW | Washington | DC | 20016 | PublicCharity | Educational | $5,000 |
| Shriners Hospital For Children | ||||||
| 3551 N Broad Street | Philadelphia | PA | 19140 | PublicCharity | Charitable | $2,000 |
| Mount Sinai Adolescent Health Center | ||||||
| 320 E 94th St | New York | NY | 10128 | PublicCharity | Charitable | $5,000 |
| Gregg Museum | ||||||
| 2610 Cates Ave | Raleigh | NC | 27695 | PublicCharity | Charitable | $11,000 |
| Berwyn Heights Elementary School | ||||||
| 6200 Pontiac Street | Berwyn Heights | MD | 20740 | PublicCharity | Charitable | $1,000 |
| Eastham Public Library | ||||||
| 190 Samoset Rd | Eastham | MA | 02642 | PublicCharity | Charitable | $1,000 |
| Medical Foundation of NC Inc | ||||||
| 800 Martin Luther King Jr Blvd | Chapel Hill | NC | 27514 | PublicCharity | Charitable | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,184 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,135 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $35,395 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $35,395 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,714 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Stocks | AssetDesc |
| Gross Sales Price | $399,826 | GrossSalesPriceAmt |
| Basis | $364,431 | BasisAmt |
| Total Net | $35,395 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Various | BondNm |
| EOY Book Value | $77,500 | EOYBookValueAmt |
| EOYFMV | $110,973 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Various | StockNm |
| EOY Book Value | $983,242 | EOYBookValueAmt |
| EOYFMV | $1,678,774 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $277,837 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $235,965 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Management fees | Desc |
| Revenue And Expenses Per Books | $10,093 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,093 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous basis adjustments | Desc |
| Amt | -$4,909 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Foreign Taxes Paid | $166 |
| 2013 Federal Fiduciary | $420 |