RAYMOND C AND MAUREEN K DEE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RAYMOND C AND MAUREEN K DEE FOUNDATION INC (EIN 23-2880928)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349101490
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T12:37:07-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECKMAN & LAUDEMAN LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 347 400 PINEBROOK PLACE SUIT | AddressLine1 |
| City | ORWIGSBURG | City |
| State | PA | State |
| ZIP Code | 179610347 | 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 | 232880928 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAYMOND C AND MAUREEN K DEE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYM | BusinessNameControlTxt |
| Phone | 9734089294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 VILLAGE ROAD | AddressLine1 |
| City | FLORHAM PARK | City |
| State | NJ | State |
| ZIP Code | 07932 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND C DEE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM G HECKMAN CPA | PreparerPersonNm |
| PTIN | P00264624 | PTIN |
| Phone | 5703668509 | PhoneNum |
| 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 | $549,454 | 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 | $6,658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,658 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,658 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $6,658 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,658 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,658 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $985 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,319 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,319 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,929 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,658 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,658 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $122,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,435 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $249,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $249,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $450,019 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $372,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $348,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $549,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $372,137 | RetainedEarningBOYAmt |
| Retained Earning EOY | $348,866 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $372,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $348,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $372,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $348,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $372,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,271 | ExcessRevenueOverExpensesAmt |
| Subtotal | $348,866 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $348,866 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,729 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $456,711 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05196 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,693 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $485,671 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05496 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,682 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $540,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04748 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,016 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $468,892 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06615 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,970 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $604,199 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04298 | DistributionYr5Rt |
| Total Distribution | 0.26353 | TotalDistributionRt |
| Average Distribution | 0.05271 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $497,542 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,223 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $67 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,929 | 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 | $67 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $67 | SubtotalAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $67 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO MAUREEN D HOWARD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9734089294 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 VILLAGE ROAD | AddressLine1 |
| City | FLORHAM | City |
| State | NJ | State |
| ZIP Code | 07932 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RAYMOND C DEE | ||||||
| 938 SPANISH MOSS TRAIL | NAPLES | FL | 34108 | President | 0.00 | $0 |
| MAUREEN K DEE | ||||||
| 938 SPANISH MOSS TRAIL | NAPLES | FL | 34108 | Vice President | 0.00 | $0 |
| MAUREEN D HOWARD | ||||||
| 40 VILLAGE ROAD | FLORHAM PARK | NJ | 07932 | Secretary | 0.00 | $0 |
| DENISE E DEE | ||||||
| 22 NORTH DRIVE | SAG HARBOR | NY | 11963 | Treasurer | 0.00 | $0 |
| COLLEEN D POLE | ||||||
| 7 SUNDANCE WAY | NATICK | MA | 017605455 | Director | 0.00 | $0 |
| KATHLEEN D BROWN | ||||||
| 43 JOELS LANE | SAG HARBOR | NY | 11963 | Director | 0.00 | $0 |
| MARYBETH DEE | ||||||
| 2113 MORNING SUN LANE | NAPLES | FL | 34119 | Director | 0.00 | $0 |
| MICHAEL C DEE | ||||||
| 6 HIGHVIEW DRIVE | SAG HARBOR | NY | 11963 | Director | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $398,132 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $505,119 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $505,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $497,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67 | TotalTaxAmt |
| Distributable Before Adj | $24,810 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,810 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,810 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,929 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,929 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $67 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,862 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,310 | UndistributedIncomePYAmt |
| Qualifying Distributions | $29,929 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,310 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,619 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $12,191 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND C DEE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST BONAVENTURE UNIVERSITY | |||||||
| 3261 WEST STATE ROAD | ST BONAVENTURE | NY | 14788 | UNIVERSITY TRUSTEE | ORGANI | GENERAL OPERATIONS | $5,000 |
| PA FREE ENTERPRISE WEEK | |||||||
| 2840 WEST 21ST ST SUITE 2 | ERIE | PA | 16506 | NONE | ORGANI | GENERAL OPERATIONS | $2,625 |
| SCHUYLKILL WOMEN IN CRISIS | |||||||
| PO BOX 96 | POTTSVILLE | PA | 17901 | NONE | ORGANI | GENERAL OPERATIONS | $5,000 |
| ROYAL PALM ACADEMY | |||||||
| 16100 LIVINGSTON ROAD | NAPLES | FL | 34110 | NONE | ORGANI | GENERAL OPERATIONS | $5,000 |
| FRANCISCIAN FRIARY | |||||||
| 515 4TH ST S | SAINT PETERSBURG | FL | 33701 | NONE | ORGANI | GENERAL OPERATIONS | $5,000 |
| JOHN JERMAIN MEMORIAL LIBRARY | |||||||
| 34 WEST WATER STREET | SAG HARBOR | NY | 11963 | NONE | ORGANI | GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,625 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,658 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,658 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,658 | 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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $985 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $985 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1 SH. BERKShIRE HATHAWAY INC DEL CL A | $75,000 | $177,900 |
| 4500 SH. MICROSOFT CORP. | $69,750 | $168,345 |
| 2836 SH. HEWLETT-PACKARD CO DE | $91,007 | $79,351 |
| 300 SH. PROCTOR & GAMBLE CO. | $13,674 | $24,423 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,319 | Amt |
| Disbursements Charitable Prps | $1,319 | DisbursementsCharitablePrpsAmt |