The Szor Family Foundation: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- The Szor Family Foundation (EIN 26-1865166)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-10
- IRS object ID
- 201402839349100010
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-10T15:34:52-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 261865166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Szor Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | SZOR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Szor | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $264,214 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $759 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $759 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,723 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $90 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,865 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,865 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,723 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,668 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,804 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $208,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $213,470 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $253,410 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $228,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $224,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $264,214 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $228,416 | RetainedEarningBOYAmt |
| Retained Earning EOY | $224,274 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $228,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $224,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $228,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $224,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $228,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,142 | ExcessRevenueOverExpensesAmt |
| Subtotal | $224,274 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $224,274 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $759 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $759 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $759 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $759 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,375 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $240,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068126 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,947 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $183,427 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097843 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,312 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $134,986 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.113434 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,727 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $134,190 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.094843 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,307 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $52,729 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.593734 | DistributionYr5Rt |
| Total Distribution | 0.96798 | TotalDistributionRt |
| Average Distribution | 0.193596 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $250,624 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,520 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,567 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $94 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $94 | SubtotalAmt |
| Tax Based On Investment Income | $94 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $94 | AppliedToEsTaxAmt |
| Total Payments And Credits | $94 | TotalPaymentsAndCreditsAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Daniel Szor | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Henry Marcel Szor | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Irene Szor | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Katia Cikurel Szor | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Leopold Szor | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Samuel Alexander Szor | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $239,377 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $254,441 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $254,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $250,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $94 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $94 | TotalTaxAmt |
| Distributable Before Adj | $12,437 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,437 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,437 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,775 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $8,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,437 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $28,873 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,054 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,604 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,136 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,447 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,114 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,775 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,662 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,662 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,452 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,211 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,054 | ExcessFromYear4Amt |
| Excess From Year3 | $8,604 | ExcessFromYear3Amt |
| Excess From Year2 | $9,136 | ExcessFromYear2Amt |
| Excess From Year1 | $4,447 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL SZOR | ContributingManagerNm |
| Contributing Manager | IRENE SZOR | ContributingManagerNm |
| Contributing Manager | KATIA CIKUREL SZOR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDRENS HOSPITAL CORPORATION | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | N/A | PC | Rosenbloom Urologist-in-Chief Fund | $1,000 |
| MCCARTON FOUNDATION FOR DEVELOPMENTAL DISABILITIES | |||||||
| 331 W 25TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 |
| NEW YORK AND PRESBYTERIAN HOSPITAL | |||||||
| 525 E 68TH ST BOX 123 | NEW YORK | NY | 10065 | N/A | PC | Center for Advanced Digestive Care | $1,000 |
| NORTH COUNTRY SCHOOL INC | |||||||
| 4382 CASCADE RD | LAKE PLACID | NY | 12946 | N/A | PC | Camp Treetops | $1,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 80 GEORGE ST | MEDFORD | MA | 02155 | N/A | PC | Tufts European Center, Talloires | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $759 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,723 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JPMORGAN INVESTOR BALANCED FUN | StockNm |
| EOY Book Value | $213,470 | EOYBookValueAmt |
| EOYFMV | $253,410 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $3,750 | $3,750 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2012 | CategoryTxt |
| Amt | $90 | Amt |