THE ROTHWELL FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE ROTHWELL FOUNDATION INC (EIN 20-2026568)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-11
- IRS object ID
- 201401019349100315
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-11T13:11:03-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANA VIDUSSI CPA PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 ROYAL PALM SQUARE BLVD SUITE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33919 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202026568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTHWELL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTH | BusinessNameControlTxt |
| Phone | 2394723146 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 FEDERAL STREET 3RD FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY ROTHWELL | PersonNm |
| Person Title | PRESIDENT & DIRECTOR | PersonTitleTxt |
| Phone | 2394723146 | PhoneNum |
| Signature | 2014-03-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA VIDUSSI CPA | PreparerPersonNm |
| PTIN | P00352134 | PTIN |
| Phone | 2392780762 | PhoneNum |
| Preparation | 2014-04-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $103,877 | 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 | $2,930 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,930 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,930 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,284 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,214 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,930 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $84 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $84 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,150 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,930 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,436 | CashBOYAmt |
| Cash EOY | $6,070 | CashEOYAmt |
| Cash EOYFMV | $6,071 | CashEOYFMVAmt |
| Corporate Stock BOY | $58,616 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,896 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,443 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $33,770 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,706 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,363 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $93,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,877 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $93,822 | CapitalStockBOYAmt |
| Capital Stock EOY | $78,672 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,672 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,150 | ExcessRevenueOverExpensesAmt |
| Subtotal | $78,672 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $78,672 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,284 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $103,642 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077189 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,985 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $103,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057855 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,981 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $110,917 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.171128 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,979 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $102,468 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.116905 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,976 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $99,637 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059978 | DistributionYr5Rt |
| Total Distribution | 0.483055 | TotalDistributionRt |
| Average Distribution | 0.096611 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $111,803 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,801 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $52 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,853 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,000 | 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 | $52 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $52 | SubtotalAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $52 | 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 | MA | 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 | SHIRLEY ROTHWELL | IndividualWithBooksNm |
| Phone | 2394723146 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6433 PINE AVENUE | AddressLine1 |
| City | SANIBEL | City |
| State | FL | State |
| ZIP Code | 33957 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHIRLEY ROTHWELL | |||||||||||
| 6433 PINE AVENUE | SANIBEL | FL | 33957 | PRESIDENT & | 0.01 | $0 | $0 | $0 | |||
| LISA A PARADIS | |||||||||||
| 49 SHAY RD | HUDSON | MA | 01749 | TREASURER | 0.00 | $0 | $0 | $0 | |||
| LINDA K AUSTEN | |||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | 1 BALLYMACE | DUBLIN | EI | ||||
| SARKIS G KOJABASHIAN | |||||||||||
| 4 GREENMEADOW LANE | HUDSON | MA | 01749 | DIRECTOR | 0.00 | $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 | $109,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $113,506 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $113,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $111,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,590 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52 | TotalTaxAmt |
| Distributable Before Adj | $5,538 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,538 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $52 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,948 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,538 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,551 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,898 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,957 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $828 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,815 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,049 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,538 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,462 | RemainingDistriFromCorpusAmt |
| Total Corpus | $43,511 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,551 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,898 | ExcessFromYear4Amt |
| Excess From Year3 | $13,957 | ExcessFromYear3Amt |
| Excess From Year2 | $828 | ExcessFromYear2Amt |
| Excess From Year1 | $2,815 | ExcessFromYear1Amt |
| Excess From Current Year | $15,462 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| NEUROFIBROMATOSIS | ||||||
| 185 CAMBRIGE STREET | BOSTON | MA | 02114 | MEDICAL | $500 | |
| BRINGHAM AND WOMEN'S HOSPITAL DEVEL | ||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | MEDICAL | $20,500 | 5TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,930 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,004 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,934 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,934 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| SHIRLEY ROTHWELL |
| LISA A PARADIS |
| LINDA K AUSTEN |
| SARKIS G KOJABASHIAN |
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 |
|---|---|---|---|---|---|---|
| FIDELITY STRATEGIC INCOME | 2012-02 | PURCHASE | 2013-01 | $1,323 | $1,344 | -$21 |
| FIDELITY STRAGEIC INCOME | 2010-01 | PURCHASE | 2013-11 | $24,387 | $23,646 | $741 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FSICX | ||
| FSHBX | $9,706 | $9,363 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIGRX | $6,634 | $9,137 |
| FDCAX | $20,542 | $27,642 |
| ARGFX | $6,356 | $9,010 |
| YACKX | $29,364 | $42,654 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES | $8 |
| FEDERAL TAXES | $76 |