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RICHARD AND SUSAN LEADEM FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
RICHARD AND SUSAN LEADEM FAMILY FOUNDATION INC (EIN 20-1811973)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201411339349102231
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

FieldValueIRS element (for citing)
Return2014-05-13T14:36:12-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BALDWIN & ASSOCIATES LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1210 WINGO WAY STE 202AddressLine1
CityMOUNT PLEASANTCity
StateSCState
ZIP Code294641819ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201811973EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD AND SUSAN LEADEM FAMILYBusinessNameLine1
Business Name Line2FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone8437232109PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 LAMBOLL STAddressLine1
CityCHARLESTONCity
StateSCState
ZIP Code29401ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD LEADEMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8437232109PhoneNum
Signature2014-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN T MOOSE CPAPFSPreparerPersonNm
PTINP00632632PTIN
Phone8437220785PhoneNum
Preparation2014-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$493,869FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$67,285ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,577DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,577DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$34,131NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$59,251GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,032CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$107,003TotalRevAndExpnssAmt
Total Net Invst Incm$47,619TotalNetInvstIncmAmt
Taxes Rev And Expnss$1,099TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,099TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,849TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$58,154ExcessRevenueOverExpensesAmt
Net Investment Income$47,619NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$34,582SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,571SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,571SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$172,319CorporateStockBOYAmt
Corporate Stock EOY$214,484CorporateStockEOYAmt
Corporate Stock EOYFMV$443,298CorporateStockEOYFMVAmt
Total Assets BOY$206,901TotalAssetsBOYAmt
Total Assets EOY$265,055TotalAssetsEOYAmt
Total Assets EOYFMV$493,869TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$206,901UnrestrictedBOYAmt
Unrestricted EOY$265,055UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$206,901TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$265,055TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$206,901TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$265,055TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$206,901TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$58,154ExcessRevenueOverExpensesAmt
Subtotal$265,055SubtotalAmt
Tot Net Ast Or Fund Balances EOY$265,055TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
500 SHS AMERISOURCEBERGEND1997-07-012013-09-11$29,752$8,764$20,988$20,988
500 SHS EQUIFAX INCD1997-07-012013-09-11$29,499$8,455$21,044$21,044
FieldValueIRS element (for citing)
Capital Gain Net Income$42,032CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$99,050AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$364,281NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.271905DistributionYr1Rt
Adjusted Qlfy Distri Yr2$91,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$408,847NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.222577DistributionYr2Rt
Adjusted Qlfy Distri Yr3$86,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$419,955NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.205974DistributionYr3Rt
Adjusted Qlfy Distri Yr4$143,474AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$214,680NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.668316DistributionYr4Rt
Adjusted Qlfy Distri Yr5$32,166AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$198,307NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.162203DistributionYr5Rt
Total Distribution1.530975TotalDistributionRt
Average Distribution0.306195AverageDistributionRt
Net Vl Noncharitable Assets$385,389NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$118,004AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$476NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$118,480AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$47,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$952InvestmentIncomeExciseTaxAmt
Subtotal$952SubtotalAmt
Tax Based On Investment Income$952TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,170EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,170TotalPaymentsAndCreditsAmt
Overpayment$218OverpaymentAmt
Applied To ES Tax$218AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICHARD LEADEMBusinessNameLine1
FieldValueIRS element (for citing)
Phone8437232109PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line122 LAMBOLLAddressLine1
CityCHARLESTONCity
StateSCState
ZIP Code29401ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD LEADEM
22 LAMBOLL STREETCHARLESTONSC29401TRUSTEE1.00$0$0$0
SUSAN LEADEM
22 LAMBOLL STREETCHARLESTONSC29401TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$359,307AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,951AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$391,258TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$391,258AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,869CashDeemedCharitableAmt
Net Vl Noncharitable Assets$385,389NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,269MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,269MinimumInvestmentReturnAmt
Tax Based On Investment Income$952TaxBasedOnInvestmentIncomeAmt
Total Tax$952TotalTaxAmt
Distributable Before Adj$18,317DistributableBeforeAdjAmt
Distributable Before Ded$18,317DistributableBeforeDedAmt
Distributable As Adjusted$18,317DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,750ExpensesAndContributionsAmt
Qualifying Distributions$47,750QualifyingDistributionsAmt
Adjusted Qualifying Distri$47,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,317DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$22,313ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$132,792ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$66,995ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$71,761ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$82,005ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$375,866TotalExcessDistributionCyovAmt
Qualifying Distributions$47,750QualifyingDistributionsAmt
Applied To Current Year$18,317AppliedToCurrentYearAmt
Remaining Distri From Corpus$29,433RemainingDistriFromCorpusAmt
Total Corpus$405,299TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$22,313ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$382,986ExcessDistriCyovToNextYrAmt
Excess From Year4$132,792ExcessFromYear4Amt
Excess From Year3$66,995ExcessFromYear3Amt
Excess From Year2$71,761ExcessFromYear2Amt
Excess From Year1$82,005ExcessFromYear1Amt
Excess From Current Year$29,433ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD LEADEMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASHLEY HALL
172 RUTLEDGE AVENUECHARLESTONSC29403UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$8,500
CHARLESTON DAY SCHOOL
15 ARCHDALE STREETCHARLESTONSC29401UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$8,500
CHARLESTON PARKS CONSERVANCY
PO BOX 21000CHARLESTONSC29413UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$1,000
STOWE LAND TRUST
PO BOX 284STOWEVT05672UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$2,500
DIOCESE OF CHARLESTON
119 BROAD STREETCHARLESTONSC29401UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$3,000
WAKE FOREST UNIVERSITY
PO BOX 7227 REYNOLDS STATWINSTON SALEMNC27109UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$10,000
NEMOURS WILDLIFE FOUNDATION
161 NEMOURS PLANTATION RDYEMASSEESC29945UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$1,000
CHARLESTON LIBRARY SOCIETY
164 KING STREETCHARLESTONSC29401UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$1,000
AMERICAN COLLEGE OF BUILDING ARTS
21 MAGAZINE STREETCHARLESTONSC29401UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$1,500
HISTORIC CHARLESTON FOUNDATION
PO BOX 1120CHARLESTONSC29402UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$500
PRESERVATION SOCIETY OF CHARLESTON
147 KING STREETCHARLESTONSC29402UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$250
ST ALBAN'S HISTORICAL SOCIETY
PO BOX 722ST ALBANSVT05478UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$3,000
REDEEMER PRESBYTERIAN CHURCH
43 WENTWORTH STREETCHARLESTONSC29401UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$5,000
VERMONT SKI MUSEUM
PO BOX 1511STOWEVT05672UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$1,000
LOW COUNTRY OPEN LAND TRUST
80 ALEXANDER STREETCHARLESTONSC29403UNRELATEDOTHER PUBLICUNRESTRICTED GIFT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,577ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$34,131ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39,718ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,718TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRICHARD AND SUSAN LEADEMContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line122 LAMBOLL STREETAddressLine1
CityCHARLESTONCity
StateSCState
ZIP Code29401ZIPCode
FieldValueIRS element (for citing)
Total Contributions$67,285TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property500 SHARES BOEING COMMON STOCKNoncashPropertyDesc
Fair Market Value$67,285FairMarketValueAmt
Received2013-12-16ReceivedDt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

RICHARD LEADEM
SUSAN LEADEM

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
300 SELECT SECTOR SPDR-ENERGY$21,599$26,553
AMERISOURCEBERGEN CORP$56,225$175,775
EQUIFAX$69,375$172,725
500 BOEING COMPANY$67,285$68,245

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,099Amt