WILEMON FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILEMON FOUNDATION INC (EIN 64-0923957)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-15
- IRS object ID
- 201402589349100125
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-15T13:42:21-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NAIL MCKINNEY PROFESSIONAL ASSOCIATION | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 196 | AddressLine1 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 388020196 | 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 | 640923957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILEMON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1220 | AddressLine1 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 38802 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHONDA W HOUSER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2014-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA L CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00101030 | PTIN |
| Phone | 6628426475 | PhoneNum |
| Preparation | 2014-09-12 | 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 | $11,483,658 | 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 | $21,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,038 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,038 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $921,234 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $921,234 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $921,234 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $245,360 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $503,518 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,502 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,179 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $181,747 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $181,747 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,123,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $970,774 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,125,198 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $155,678 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $155,678 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $155,678 | OthEmplSlrsWgsAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $10 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $10 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $430 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $430 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $430 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $232,397 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $232,397 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $232,397 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $675,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $675,864 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $675,864 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,064,379 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,064,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,064,379 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,087,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,064,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,064,379 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60,819 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $950,140 | CashEOYAmt |
| Cash EOYFMV | $950,140 | CashEOYFMVAmt |
| Corporate Stock EOY | $184,245 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $191,699 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $10,341,819 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $333,652 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $10,008,167 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $10,341,819 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets EOY | $11,142,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,483,658 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,694 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $5,694 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted EOY | $11,136,858 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,136,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,142,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $35,896 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,100,962 | OtherIncreasesAmt |
| Subtotal | $11,136,858 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,136,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANCORPSOUTH ACCOUNT | D | 2013-03-05 | 2013-03-19 | $37,792 | $36,613 | $1,179 | $1,179 |
| SUBTRUST B OF RJ. WILEMON REV | D | 2012-01-01 | 2013-03-13 | $22,155 | $22,155 | $22,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,502 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,179 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | MS | OrgReportOrRegisterStateCd |
| 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 | BANCORPSOUTH TRUST DEPT | IndividualWithBooksNm |
| Phone | 6626802000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 789 | AddressLine1 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 38802 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHONDA W HOUSER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1220 | AddressLine1 |
| City | TUPELO | City |
| State | MS | State |
| ZIP Code | 388020789 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $95,850 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $945,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,341,819 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,382,669 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,382,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,211,929 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $560,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $560,596 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $560,596 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $560,596 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $560,596 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $23,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $23,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $560,596 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $23,400 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,400 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $537,196 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WILDWOOD BAPTIST CHURCH | ||||||
| 2280 W JACKSON STREET | 2280 W JACKSON STREET | TUPELO | MS | 38801 | RELIGIOUS/CHARITABLE | $9,600 |
| HARVESTIME MINISTRIES | ||||||
| P O BOX 3064 | P O BOX 3064 | TUPELO | MS | 388033064 | RELIGIOUS/CHARITABLE | $9,600 |
| JACK VAN IMPE MINISTRIES | ||||||
| P O BOX 7004 | P O BOX 7004 | TROY | MI | 48007 | RELIGIOUS/CHARITABLE | $1,200 |
| INTERNATIONAL FLSP CHRST & JEWS | ||||||
| P O BOX 96105 | P O BOX 96105 | WASHINGTON | DC | 200906105 | RELIGIOUS/CHARITABLE | $600 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||
| P O BOX 50 | P O BOX 50 | MEMPHIS | TN | 381019929 | RELIGIOUS/CHARITABLE | $600 |
| MORE MINISTRIES | ||||||
| P O BOX 1695 | P O BOX 1695 | OLIVE BRANCH | MS | 386541695 | RELIGIOUS/CHARITABLE | $600 |
| BEREAN BAPTIST CHURCH | ||||||
| 517 GLENSFORD DRIVE | 517 GLENSFORD DRIVE | FAYETTEVILLE | NC | 28314 | RELIGIOUS/CHARITABLE | $600 |
| WHEELER GROVE BAPTIST CHURCH | ||||||
| 21 CR 519 | 21 CR 519 | CORINTH | MS | 38834 | RELIGIOUS/CHARITABLE | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,038 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $245,360 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$344 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY FROM AN ESTATE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $181,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $202,441 | ExclusionAmt |
| Related Or Exempt Function Incm | $245,360 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $447,801 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 5B | LineNumberTxt |
| Relationship Statement | ASSETS HELD FOR RENTAL AND SALE TO PROVIDE FUNDING FOR CHARITABLE AND RELIGIOUS PURPOSES. | RelationshipStatementTxt |
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 | R J WILEMON LLC | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10 | AdjustedNetIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHONDA W HOUSER | PersonNm |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| 450 BARNES CROSSING | 2011-09 | PURCHASE | 2013-07 | $70,103 | $72,760 | -$452 | $2,205 |
| LAND-450 BARNES CROSSING | 2011-09 | PURCHASE | 2013-07 | $19,270 | $20,000 | -$730 | |
| LAND-WILSON STREET LOT | 2011-09 | PURCHASE | 2013-02 | $8,500 | $18,000 | -$9,500 | |
| CRAIGMONT LOT 82 | 2011-09 | PURCHASE | 2013-03 | $74,399 | $86,440 | -$10,469 | $1,572 |
| LAND-CRAIGMONT DRIVE LOT 82 | 2011-09 | PURCHASE | 2013-03 | $18,935 | $22,000 | -$3,065 | |
| 1660 RANCH ROAD LOT 37 | 2011-09 | PURCHASE | 2013-11 | $81,843 | $100,690 | -$14,575 | $4,272 |
| LAND-1660 RANCH ROAD LOT 37 | 2011-09 | PURCHASE | 2013-11 | $20,320 | $25,000 | -$4,680 | |
| 253 PRITCHARD CIRCLE LOT 44 | 2011-09 | PURCHASE | 2013-02 | $117,571 | $107,030 | $12,163 | $1,622 |
| LAND-253 PRITCHARD CIRCLE LOT 44 | 2011-09 | PURCHASE | 2013-02 | $27,462 | $25,000 | $2,462 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $84,943 | $95,683 |
| FIXED INCOME SECURITIES | $99,302 | $96,016 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $10,341,819 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $333,652 | AccumulatedDepreciationAmt |
| Book Value | $10,008,167 | BookValueAmt |
| EOYFMV | $10,341,819 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| R J WILEMON LLC | |||
| ADVERTISING | $192 | $192 | $192 |
| INSURANCE | $62,959 | $62,959 | $62,959 |
| LEGAL/PROFESSIONAL | $7,896 | $7,896 | $7,896 |
| REPAIRS | $110,571 | $110,571 | $110,571 |
| SUPPLIES | $279 | $279 | $279 |
| UTILITIES | $16,283 | $16,283 | $16,283 |
| SUBCONTRACTOR | $148,855 | $148,855 | $148,855 |
| REALTOR | $2,100 | $2,100 | $2,100 |
| AUTO/TRUCK & TRAILER | $16,358 | $16,358 | $16,358 |
| CREDIT AND COLLECTION | $616 | $616 | $616 |
| DUES AND SUBSCRIPTIONS | $792 | $792 | $792 |
| OFFICE EXPENSE | $10,841 | $10,841 | $10,841 |
| PEST CONTROL | $17,684 | $17,684 | $17,684 |
| POSTAGE | $857 | $857 | $857 |
| TELEPHONE | $10,883 | $10,883 | $10,883 |
| EQUIPMENT RENTAL | $194 | $194 | $194 |
| INVESTMENT DEPRECIATION | $268,504 | $268,504 | $268,504 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY FROM AN ESTATE | Desc |
| Revenue And Expenses Per Books | $181,747 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $181,747 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRIBUTION OF ASSETS | Description |
| Amount | $11,100,962 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $430 | Amt |
| Net Investment Income | $430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $430 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,512 | $12,512 | $12,512 |
| UNEMPLOYMENT TAXES | $5,736 | $5,736 | $5,736 |
| PROPERTY TAXES | $214,149 | $214,149 | $214,149 |