DOBSON FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DOBSON FOUNDATION INC (EIN 13-6168259)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-01
- IRS object ID
- 201421829349100102
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-01T07:49:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH TOTILO CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 OCEAN PKWY D10 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11230 | 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 | 136168259 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOBSON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOBS | BusinessNameControlTxt |
| Phone | 2125350019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WEST 35TH STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 9TH FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH JEFFORDS RADCLIFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125350019 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH TOTILO | PreparerPersonNm |
| PTIN | P01221820 | PTIN |
| Phone | 7186451016 | PhoneNum |
| Preparation | 2014-05-14 | 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 | $5,399,287 | 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 |
| Interest On Sav Rev And Expnss | $469 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $469 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,419,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $236,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,321 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,002 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,004 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,250 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $85 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,004 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $359,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $359,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $371,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $361,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,234 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $329,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $331,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $331,296 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,091,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,128,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,829,696 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,374,330 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,201,427 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,238,295 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,795,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,661,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,399,287 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,795,982 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,661,241 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,795,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,661,241 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,795,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,661,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,795,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,741 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,661,241 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,661,241 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,767 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $168,713 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,424,299 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031103 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $195,459 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,064,642 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038593 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $205,039 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,643,107 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044160 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $212,105 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,392,995 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048283 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $211,324 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,852,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043546 | DistributionYr5Rt |
| Total Distribution | 0.205685 | TotalDistributionRt |
| Average Distribution | 0.041137 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,448,120 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,119 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,172 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $226,291 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $361,944 | 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 | $2,172 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,172 | SubtotalAmt |
| Tax Based On Investment Income | $2,172 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,027 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $7,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,527 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,355 | OverpaymentAmt |
| Applied To ES Tax | $11,355 | AppliedToESTaxAmt |
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 | NY | 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 |
| Individual With Books | SARAH JEFFORDS RADCLIFF | IndividualWithBooksNm |
| Phone | 2125350019 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 WEST 35TH ST 9TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH JEFFORDS RADCLIFF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WEST 35TH STREET 9TH FLOOR | AddressLine1 |
| Address Line2 | 3 WEST 35TH STREET 9TH FLOOR | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8.00 | 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 | $5,217,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,531,086 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,531,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,448,120 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $272,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $272,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,172 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,172 | TotalTaxAmt |
| Distributable Before Adj | $270,234 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $270,234 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $270,234 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $361,944 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $361,944 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,172 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $359,772 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $245,422 | UndistributedIncomePYAmt |
| Qualifying Distributions | $361,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $245,422 | AppliedToYear1Amt |
| Applied To Current Year | $116,522 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $153,712 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED PDF SCHEDULE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED PDF | AddressLine1 |
| City | NY | City |
| State | NY | State |
| ZIP Code | 10001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | TO ACCOMPLISH 501(C)(3) PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $359,940 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $359,940 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $469 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,085 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,213 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,767 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $230,767 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,767 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,534 | 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 | KENNETH A. TOTILO, CPA | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $4,002 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,004 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH JEFFORDS RADCLIFF | PersonNm |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULE | 2013-01 | PURCHASE | 2013-12 | $337,586 | $329,624 | $7,962 |
| SEE ATTACHED SCHEDULE | 2012-01 | PURCHASE | 2013-12 | $1,075,681 | $1,068,430 | $7,251 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $2,201,427 | EOYBookValueAmt |
| EOYFMV | $2,238,295 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $1,128,518 | EOYBookValueAmt |
| EOYFMV | $2,829,696 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE CHARGES | $85 | $85 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| NYS DEPARTMENT OF LAW | $250 |
| FEDERAL EXCISE TAX | $5,000 |