CRAIG & LAURA ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CRAIG & LAURA ANDERSON FAMILY FOUNDATION (EIN 36-4549894)
- Tax period
- 2014-02-01 to 2015-01-31
- Filed
- 2015-07-29
- IRS object ID
- 201532109349100508
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-29T12:10:48-05:00 | ReturnTs |
| Tax Period End | 2015-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721568735 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA T HOYT CPA A PROFESSIONAL CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 W 5TH AVE STE 103 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364549894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG AND LAURA ANDERSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAI | BusinessNameControlTxt |
| Phone | 9093660124 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 260 | AddressLine1Txt |
| City | FAWNSKIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9093660124 | PhoneNum |
| Signature | 2015-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA T HOYT | PreparerPersonNm |
| PTIN | P00250906 | PTIN |
| Phone | 7602332323 | PhoneNum |
| Preparation | 2015-07-29 | PreparationDt |
| 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 | $111,295 | 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 | $865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $865 | DividendsNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,899 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,899 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,764 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $514 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $353 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $161 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,564 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,411 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,094 | CashBOYAmt |
| Cash EOY | $4,333 | CashEOYAmt |
| Cash EOYFMV | $4,338 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,164 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,309 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,105 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,193 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $89,639 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $87,455 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $87,455 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $123,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $111,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $123,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | $123,202 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $200 | ExcessRevenueOverExpensesAmt |
| Subtotal | $123,202 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $123,202 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,394 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $112,656 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047880 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,625 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $113,242 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093826 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,376 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $123,610 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043492 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,540 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $119,917 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054538 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,326 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $118,456 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053404 | DistributionYr5Rt |
| Total Distribution | 0.293140 | TotalDistributionRt |
| Average Distribution | 0.058628 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $109,891 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,443 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $44 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,487 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,211 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $88 | SubtotalAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14 | TotalPaymentsAndCreditsAmt |
| Tax Due | $74 | 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 |
| Org Report Or Register State | CA | 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 | LAURA ANDERSON | IndividualWithBooksNm |
| Phone | 9093660124 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 260 | AddressLine1Txt |
| City | FAWNSKIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92333 | 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 |
|---|---|---|---|---|---|---|---|---|
| LAURA ANDERSON | ||||||||
| PO BOX 260 | FAWNSKIN | CA | 92333 | PRES, DIR | 1.00 | $0 | $0 | $0 |
| CRAIG ANDERSON | ||||||||
| PO BOX 260 | FAWNSKIN | CA | 92333 | SEC, TREAS, | 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 | $18,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $87,445 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,564 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $111,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $109,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,495 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,495 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88 | TotalTaxAmt |
| Distributable Before Adj | $5,407 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,407 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,211 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,211 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,211 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,407 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $403 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $674 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $5,075 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,211 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,211 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,196 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,196 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,956 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,956 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,956 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JENNIFER HENRICKSEN | |||||||
| PO BOX 260 | FAWNSKIN | CA | 92333 | AID | $200 | ||
| ADOPTAPLATOON | |||||||
| PO BOX 234 | LOZANO | TX | 78568 | AID | $200 | ||
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILEE AVE | DALLAS | TX | 75231 | AID | $100 | ||
| AMERICAN RED CROSS NATIONAL HEADQUA | |||||||
| 2025 E STREET NW | WASHINGTON DC | DC | 20006 | AID | $200 | ||
| BEAR VALLEY MEALS-ON-WHEELS | |||||||
| PO BOX 6378 | BIG BEAR LAKE | CA | 92315 | AID | $200 | ||
| BIG BEAR CITY PROFESSIONAL | |||||||
| 301 W BIG BEAR BLVD | BIG BEAR CITY | CA | 92314 | AID | $200 | FIREFIGHTERS | |
| BLINDED VETERANS ASSOC | |||||||
| 125 N WEST STREET | ALEXANDRIA | VA | 22314 | AID | $100 | 3RD FLOOR | |
| BROTHER BENNO FOUNDATION | |||||||
| 3260 PRODUCTION AVENUE | OCEANSIDE | CA | 92058 | AID | $200 | ||
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | AID | $200 | ||
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | AID | $200 | SUITE 2000 | |
| GUIDE DOGS OF AMERICA | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | AID | $200 | ||
| HABITAT FOR HUMANITY | |||||||
| 10222 SAN DIEGO MISSION R | SAN DIEGO | CA | 92108 | AID | $200 | ||
| MOOSE CHARITIES INC | |||||||
| 115 S INTERNATIONAL DRIV | MOOSEHEART | IL | 60539 | AID | $300 | ||
| OPERATION HOME FRONT | |||||||
| 608 SW D AVE | LAWTON | OK | 73501 | AID | $200 | ||
| PACIFIC WHALE FOUNDATION | |||||||
| 300 MAALAEA ROAD | WAILUKU | HI | 96793 | AID | $100 | ||
| RONALD MCDONALD HOUSE | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | AID | $200 | ||
| ROTARY INTERNATIONAL | |||||||
| ONE ROTARY CENTER | EVANSTON | IL | 60201 | AID | $50 | 1560 SHERMAN AVE | |
| SPECIAL OLYMPICS SOUTHERN CA | |||||||
| 1600 FORBES WAY | LONG BEACH | CA | 90810 | AID | $200 | SUITE 200 | |
| ST JUDE CHILDRENS RESEARCH | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | AID | $200 | HOSPITAL | |
| THE SALVATION ARMY HEADQUARTERS | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | AID | $200 | PO BOX 269 | |
| USO | |||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | AID | $200 | ||
| WOUNDED WARRIOR PROJECT | |||||||
| 2468 HISTORIC DECATUR RD | SAN DIEGO | CA | 92106 | AID | $200 | SUITE 150 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $865 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| INTEREST ON MORTAGE LOAN | 14 | $3,436 |
| ROYALTIES | 14 | $463 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,764 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP 100 SHARES | $3,225 | $5,310 |
| ANWORTH MORTGAGE ASSET 175 SHARES | $1,182 | $908 |
| ENERPLUS CORP 612.787 SHARES | $18,037 | $6,005 |
| SABINE ROYALTY TR 100 SHARES | $5,661 | $3,970 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $144 | $144 | |
| FILING FEE | $10 | $10 | |
| FOREIGN TAXES PAID ON BROKERA | $148 | $148 | |
| OTHER | $50 | $50 | |
| POSTAGE | $18 | $18 | |
| ROYALTY EXPENSE | $61 | $61 | |
| SUBSCRIPTIONS | $83 | $83 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INTEREST ON MORTAGE LOAN | $3,436 | $3,436 |
| ROYALTIES | $463 | $463 |