KRAINZ FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KRAINZ FOUNDATION INC (EIN 39-1979181)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201411279349101041
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T12:35:14-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dale G Martin CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 Steeple Drive | AddressLine1 |
| City | Greendale | City |
| State | WI | State |
| ZIP Code | 531292011 | 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 | 391979181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Krainz Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KRAI | BusinessNameControlTxt |
| Phone | 4144217087 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 Steeple Drive | AddressLine1 |
| City | Greendale | City |
| State | WI | State |
| ZIP Code | 531292011 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dale G Martin | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dale Martin | PreparerPersonNm |
| Phone | 4144217087 | PhoneNum |
| Preparation | 2014-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $138,300 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $5,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,655 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,655 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,655 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,655 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $3,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $250 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $223 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $223 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $223 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $10 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,483 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,483 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,483 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,245 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,245 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,483 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,483 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,728 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,467 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,172 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,172 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,819 | CashBOYAmt |
| Cash EOY | $7,229 | CashEOYAmt |
| Cash EOYFMV | $7,229 | CashEOYFMVAmt |
| Corporate Stock BOY | $56,939 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $131,071 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $60,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $138,300 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $60,758 | UnrestrictedBOYAmt |
| Unrestricted EOY | $60,841 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,467 | ExcessRevenueOverExpensesAmt |
| Subtotal | $63,225 | SubtotalAmt |
| Other Decreases | $2,384 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,841 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,728 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $129,139 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.044355 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,571 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $108,975 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.041945 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,234 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $90,570 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.046748 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,517 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $73,317 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.061609 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,527 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $90,433 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.050059 | DistributionYr5Rt |
| Total Distribution | 000.244716 | TotalDistributionRt |
| Average Distribution | 000.048943 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $129,139 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,320 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,342 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,728 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43 | SubtotalAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $43 | 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 |
| 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 |
| Individual With Books | Dale G Martin | IndividualWithBooksNm |
| Phone | 4144217087 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4940 Steeple Drive | AddressLine1 |
| City | Greendale | City |
| State | WI | State |
| ZIP Code | 531292011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2011 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| 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 |
|---|---|---|---|---|---|---|
| Robert E Krainz | ||||||
| 6415 21st Avenue West | Bradenton | FL | 342097860 | President | 000.00 | $750 |
| Katherine E Krainz | ||||||
| 6415 21st Avenue West | Bradenton | FL | 342097860 | Vice President | 000.00 | $750 |
| Gertrude M Martin | ||||||
| 4940 Steeple Drive | Greendale | WI | 532192011 | Secretary | 000.00 | $750 |
| Dale G Martin | ||||||
| 4940 Steeple Drive | Greendale | WI | 531292011 | Treasurer | 005.00 | $750 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $128,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,106 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $131,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,457 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,457 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43 | TotalTaxAmt |
| Distributable Before Adj | $6,414 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,414 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,414 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,728 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,728 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,414 | DistributableAsAdjustedAmt |
| Prior Year1 | 2009 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $588 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $22 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $22 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,728 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,728 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $22 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $588 | PriorYearUndistributedIncmAmt |
| Taxable1 | $588 | Taxable1Amt |
| Undistributed Income CY | $664 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| March of Dimes | ||||||
| 405 N Reo Street | Tampa | FL | 33609 | None | Charitable | $50 |
| Christian Application | ||||||
| 405 N Reo Street | Tampa | FL | 33609 | None | Charitable | $25 |
| Mote Marine Lab | ||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | None | Charitable | $100 |
| Care | ||||||
| 151 Ellis Street | Atlanta | GA | 30303 | None | Charitable | $200 |
| Food Bank of Manatee County | ||||||
| 811 23rd Avenue East | Bradenton | FL | 34205 | None | Charitable | $100 |
| Feeding America | ||||||
| 4702 Transport Drive | Tampa | FL | 33605 | None | Charitable | $100 |
| WEDU | ||||||
| 1888 Brother Greenen Way | Sarasota | FL | 34236 | None | Charitable | $100 |
| Meals on Wheels | ||||||
| 811 23rd Avenue East | Bradenton | FL | 34205 | None | Charitable | $300 |
| Salvation Army | ||||||
| 2415 Tamiami Trail | Bradenton | FL | 34205 | None | Charitable | $300 |
| Manatee County Audubon Society | ||||||
| 2515 Tamiami Trail | Bradenton | FL | 34205 | None | Charitable | $150 |
| Boystown | ||||||
| 6220 Manatee Avenue West | Bradenton | FL | 34209 | None | Charitable | $100 |
| Metropolitan Ministries | ||||||
| 2002 North Florida Avenue | Tampa | FL | 33602 | None | Charitable | $100 |
| UNICEF | ||||||
| 125 Madison Avenue | New York | NY | 10038 | None | Charitable | $100 |
| Habitat for Humanity | ||||||
| 121 Habititat Street | Americus | GA | 31709 | None | Charitable | $100 |
| Project Hope | ||||||
| 8749 SW 154th Circle Place | Miami | FL | 33193 | None | Charitable | $20 |
| St Joseph Indian School | ||||||
| 2990 26th Street West | Bradenton | FL | 34205 | None | Charitable | $200 |
| Easter Seals | ||||||
| 350 Braden Avenue | Tampa | FL | 34243 | None | Charitable | $100 |
| Season of Sharing | ||||||
| P O Box 49587 | Sarasota | FL | 34230 | None | Charitable | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,245 | 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 | $5,655 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,540 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,195 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,195 | 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 | Accounting fees | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Kraft Foods Group | AssetDesc |
| Acquired | 2002-07 | AcquiredDt |
| How Acquired | P | HowAcquiredTxt |
| Sold | 2013-11 | SoldDt |
| Gross Sales Price | $3,707 | GrossSalesPriceAmt |
| Basis | $1,167 | BasisAmt |
| Total Net | $2,540 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 shares of Altria Group | $3,251 | $11,094 |
| 100 shares of Chevron | $5,393 | $12,244 |
| 100 shares of Duke Energy | $3,432 | $6,996 |
| 100 shares of MGE Energy | $3,155 | $5,595 |
| 207 shares of Mondelez International | $2,159 | $6,941 |
| 200 shares of Pfizer | $4,948 | $6,346 |
| 300 shares of Philip Morris International | $7,408 | $25,662 |
| 600 shares of Realty Income | $6,484 | $22,886 |
| 400 shares of Reynolds American | $3,748 | $20,180 |
| 150 shares of Spectra Energy | $3,432 | $5,033 |
| 475 shares of Teco Energy Pfd 9.5 | $10,202 | $8,094 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Adjustments | Description |
| Amount | $2,384 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing fee | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal excise | $184 | $184 | $184 | $184 |
| 2012 Federal return | $39 | $39 | $39 | $39 |