WHEAT FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WHEAT FOUNDATION INC (EIN 20-1416734)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-23
- IRS object ID
- 201422049349100607
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-23T14:34:33-04:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martin J Hickey CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6018 McNair Road | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 28212 | 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 | 201416734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHEAT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 MAPESBURY LANE | AddressLine1 |
| City | WAXHAW | City |
| State | NC | State |
| ZIP Code | 281736855 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON M BECKERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7043623328 | PhoneNum |
| Signature | 2014-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Martin J Hickey | PreparerPersonNm |
| PTIN | P00079033 | PTIN |
| Phone | 7044087252 | PhoneNum |
| Preparation | 2014-07-23 | 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 | $31,072 | 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 | $3,740 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $187 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,188 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,280 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,188 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $12,115 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,375 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $191 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $550 | AccountingFeesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $95 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $645 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $645 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,730 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,308 | CashBOYAmt |
| Cash EOY | $10,628 | CashEOYAmt |
| Cash EOYFMV | $10,628 | CashEOYFMVAmt |
| Corporate Stock BOY | $12,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,444 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,000 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $16,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,072 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $16,458 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,438 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,980 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,438 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| TOIMOTHY PLAN LARGE MID CAP VAL | P | 2012-12-01 | 2013-06-01 | $12 | $8 | $4 |
| MACYS INC | P | 2009-07-01 | 2013-12-01 | $6,355 | $1,476 | $4,879 |
| HUNTINGTON BANCHS INCMD | P | 2012-06-01 | 2013-10-01 | $3,008 | $2,226 | $782 |
| QUALCOMM INC | P | 2006-07-01 | 2013-12-01 | $3,597 | $2,264 | $1,333 |
| ULTRATECH INC | P | 2010-08-01 | 2013-10-01 | $592 | $503 | $89 |
| TOMOTHY PLAN LARGE MIDCAP VAL | P | 2010-05-01 | 2013-06-01 | $988 | $615 | $373 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2012-12-25 | 2013-12-31 | $728 | $728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,188 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $155 | 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 |
| Org Report Or Register State | NC | 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 |
| Individual With Books | JASON M BECKERT | IndividualWithBooksNm |
| Phone | 7043623328 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 MAPESBURY LANE | AddressLine1 |
| City | WAXHAW | City |
| State | NC | State |
| ZIP Code | 281736855 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JASON M BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 281736855 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MOLLY V BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 281736855 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON M BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 281736855 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,577 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,222 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,919 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $996 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $996 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155 | TotalTaxAmt |
| Distributable Before Adj | $841 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $841 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,490 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,490 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,490 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $841 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,100 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $458 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $30 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,490 | QualifyingDistributionsAmt |
| Applied To Current Year | $841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,649 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,652 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,100 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,552 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $415 | ExcessFromYear4Amt |
| Excess From Year3 | $458 | ExcessFromYear3Amt |
| Excess From Year1 | $30 | ExcessFromYear1Amt |
| Excess From Current Year | $3,649 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| POOR CLARES OF PERPETUAL ADORATION | |||||||
| 3452 WILLOW OAK ROAD | CHARLOTTE | NC | 282091524 | NA | PC | DONATION | $1,000 |
| ST ANN CATHOLIC CHURCH | |||||||
| 3635 PARK ROAD | CHARLOTTE | NC | 282094109 | NA | PC | DONATION | $3,240 |
| NEWMAN CATHOLIC STUDENT CENTER | |||||||
| 218 PITTSBORO STREET | CHAPEL HILL | NC | 275162738 | NA | PC | DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,490 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $187 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,188 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,375 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,375 | 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 | 3 | LineNumberTxt |
| Relationship Statement | MAKING CONTRIBUTIONS TO 501C3 ORGANIZATIONS | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $550 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $550 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NET ORGANIZATIONAL COST | PropertyDesc |
| Acquired | 2004-04-30 | AcquiredDt |
| Cost Or Other Basis | $2,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,000 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $12,810 | EOYBookValueAmt |
| EOYFMV | $20,444 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $30 | $30 | $30 | $0 |
| ANNUAL BROKER FEE | $65 | $65 | $65 | $0 |