GUILD FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GUILD FAMILY FOUNDATION INC (EIN 13-4045657)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-04
- IRS object ID
- 201422169349100507
- 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 Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-04T11:44:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650761179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CPA ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2646 SW MAPP ROAD SUITE 203 | AddressLine1 |
| City | PALM CITY | City |
| State | FL | State |
| ZIP Code | 34990 | 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 | 134045657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUILD FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GUIL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CPA ASSOC 2646 SW MAPP RD | AddressLine1 |
| Address Line2 | ROOM/SUITE 203 | AddressLine2 |
| City | PALM CITY | City |
| State | FL | State |
| ZIP Code | 34990 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC GUILD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2014-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL F MCENTEE | PreparerPersonNm |
| PTIN | P01040754 | PTIN |
| Phone | 7722883797 | PhoneNum |
| Preparation | 2014-08-04 | PreparationDt |
| 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 | $99,507 | 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 |
| Dividends Rev And Expnss | $3,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $939 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,762 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,726 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,734 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,762 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,584 | CashBOYAmt |
| Cash EOY | $81 | CashEOYAmt |
| Cash EOYFMV | $81 | CashEOYFMVAmt |
| Other Investments BOY | $103,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,426 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,426 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $109,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,507 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $38,460 | UnrestrictedBOYAmt |
| Unrestricted EOY | $29,507 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $71,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $70,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,680 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,804 | OtherIncreasesAmt |
| Subtotal | $99,584 | SubtotalAmt |
| Other Decreases | $77 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $939 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,890 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $124,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.288454 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $154,732 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.187582 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,417 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $174,383 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.168692 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,936 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $174,940 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113959 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,642 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $257,801 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.378750 | DistributionYr5Rt |
| Total Distribution | 1.137437 | TotalDistributionRt |
| Average Distribution | 0.227487 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $101,000 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,976 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,004 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $55 | SubtotalAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $45 | OverpaymentAmt |
| Applied To ES Tax | $45 | 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 | DANIEL MCENTEE | IndividualWithBooksNm |
| Phone | 7722883797 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2646 SW MAPP ROAD 203 | AddressLine1 |
| City | PALM CITY | City |
| State | FL | State |
| ZIP Code | 34990 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| RALPH GUILD | ||||||||
| 622 NORTH FLAGLER DRIVE 201 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| CALLA GUILD | ||||||||
| 622 NORTH FLAGLER DRIVE 201 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| ADAM GUILD | ||||||||
| 1101 WALLACE RIDGE | BEVERLY HILLS | CA | 90210 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| MARC GUILD | ||||||||
| 11 CARWALL AVENUE | MT VERNON | NY | 10552 | SEC/TRES/DIR | 0.20 | $0 | $0 | $0 |
| LYNN BROWN | ||||||||
| 83 STURGES HWY | WESTPORT | CT | 06880 | V PRES/DIR | 0.20 | $0 | $0 | $0 |
| SHARON GUILD | ||||||||
| 494 LALLEY BLVD | FAIRFIELD | CT | 06824 | PRES/DIRECTO | 0.20 | $0 | $0 | $0 |
| GAIL GUILD | ||||||||
| 8589 TANGLEWOOD TRAIL | BAINBRIDGE | OH | 44023 | DIRECTOR | 0.20 | $0 | $0 | $0 |
| 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 | $100,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,318 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,538 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $102,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55 | TotalTaxAmt |
| Distributable Before Adj | $4,995 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,995 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,995 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $84,826 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,241 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,785 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,384 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,746 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $177,982 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,205 | RemainingDistriFromCorpusAmt |
| Total Corpus | $185,187 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $84,826 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,241 | ExcessFromYear4Amt |
| Excess From Year3 | $30,785 | ExcessFromYear3Amt |
| Excess From Year2 | $21,384 | ExcessFromYear2Amt |
| Excess From Year1 | $29,746 | ExcessFromYear1Amt |
| Excess From Current Year | $7,205 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MARCH OF DIMES | ||||||
| 1275 MAMRONECK AVE | WHITE PLAINS | NY | 10605 | NONE | GENERAL CONTRIBUTION | $1,000 |
| LIBRARY OF AMERICAN BROADCASTING FD | ||||||
| 3415 UNIVERSITY AVE | ST PAUL | MN | 55114 | NONE | GENERAL CONTRIBUTION | $1,500 |
| OUR COMPANIONS | ||||||
| PO BOX 673 | BLOOMFIELD | CT | 06002 | NONE | GENERAL CONTRIBUTION | $500 |
| WESTPORT HISTORICAL SOCIETY | ||||||
| PO BOX N188 | WESPORT | MA | 02790 | NONE | HISTORICAL PRESERVATION | $1,000 |
| TANZANIAN CHILDREN'S FUND | ||||||
| PO BOX 382006 | CAMBRIDGE | MA | 02238 | NON | GENERAL CONTRIBUTION | $1,000 |
| DIVERSE CITY THEATRE | ||||||
| 1060 BRICKELL AVE 3007 | MIAMI | FL | 33131 | NONE | GENERAL CONTRIBUTION | $5,000 |
| A BETTER CHANCE OF WESTPORT INC | ||||||
| PO BOX 2153 | WESTPORT | CT | 06880 | NON | GENERAL CONTRIBUTION | $500 |
| AIDSLIFE CYCLE | ||||||
| 1125 N MCCADDEN PL | LOS ANGELES | CA | 90038 | NONE | GENERAL CONTRIBUTION | $400 |
| BRONXIVLLE POPS CONCERT BAND | ||||||
| PO BOX 284 | BRONXVILLE | NY | 10708 | NONE | GENERAL CONTRIBUTION | $1,000 |
| AUTISM SPEAKS | ||||||
| 1 EAST 33RD ST 4TH FL | NEW YORK | NY | 10016 | NONE | GENERAL CONTRIBUTION | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,200 | 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 | $3,285 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $969 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,254 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,254 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,726 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (7 entries)
| RALPH GUILD |
| CALLA GUILD |
| ADAM GUILD |
| MARC GUILD |
| LYNN BROWN |
| SHARON GUILD |
| GAIL GUILD |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 78.787 SHS IVY ASSET STRATEGY FUND | 2010-11 | PURCHASE | 2013-03 | $2,100 | $1,932 | $168 |
| 253.869 SHS T ROWE PRICE SUMMIT MUNI | 2010-11 | PURCHASE | 2013-03 | $3,000 | $2,905 | $95 |
| 229.599 SHS T ROWE PRICE SUMMIT MUNI | 2010-11 | PURCHASE | 2013-08 | $2,600 | $2,628 | -$28 |
| 203.496 SHS TEMPLETON GLOBAL BND ADV | 2010-11 | PURCHASE | 2013-08 | $2,600 | $2,805 | -$205 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB ACCOUNT | CategoryOrItemTxt |
| Book Value | $99,426 | BookValueAmt |
| EOYFMV | $99,426 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX | Description |
| Amount | $77 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED APPRECIATION ON INVESTMENTS | Description |
| Amount | $1,804 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $8 | Amt |