EVALYN O FLORY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EVALYN O FLORY FOUNDATION (EIN 91-1978571)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201423159349100012
- 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
- Contractor Compensation Expln
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T07:23:06-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Smith & DeKay PS CPAs | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600-108th Ave NE Suite 1030 | AddressLine1 |
| City | Bellevue | City |
| State | WA | State |
| ZIP Code | 980045129 | 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 | 911978571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVALYN O FLORY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | CO ALAN NUCKOLLS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAL | BusinessNameControlTxt |
| Phone | 4254556600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 WEST ROLLING HILLS LANE | AddressLine1 |
| City | WENATCHEE | City |
| State | WA | State |
| ZIP Code | 98801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN L NUCKOLLS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY SMITH | PreparerPersonNm |
| PTIN | P00011620 | PTIN |
| Phone | 4254556600 | PhoneNum |
| 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 | $819,974 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,929 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,929 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,233 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,702 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $88 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $31,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,633 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,019 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $788 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $788 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $788 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $788 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,975 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,975 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $9,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,505 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $9,505 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,157 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,268 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,268 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,920 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,268 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,268 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,268 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,365 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$667 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,663 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $30,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Investments BOY | $640,867 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $656,980 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $805,311 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $670,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $671,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $819,974 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $670,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $671,643 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $670,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $671,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $670,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $671,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $670,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,078 | OtherIncreasesAmt |
| Subtotal | $671,643 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $671,643 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,702 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $88 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,932 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $754,591 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06882 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,820 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $800,670 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05473 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,569 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $852,306 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05112 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,736 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $863,197 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05414 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,838 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $948,114 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04729 | DistributionYr5Rt |
| Total Distribution | 0.27610 | TotalDistributionRt |
| Average Distribution | 0.05522 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $649,406 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,861 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $184 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,045 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,920 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $367 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $367 | SubtotalAmt |
| Tax Based On Investment Income | $367 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $367 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH & DEKAY PS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4254556600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 108TH AVE NE 1030 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| ALAN L NUCKOLLS | ||||||
| 421 WEST ROLLING HILLS LANE | WENATCHEE | WA | 98801 | President | 0.00 | $0 |
| ELLA I NUCKOLLS | ||||||
| 10901 176TH CIRCLE NE | REDMOND | WA | 98052 | Vice President | 0.00 | $0 |
| DEBORA J ABBOTT-NUCKOLLS | ||||||
| 421 WEST ROLLING HILLS LANE | WENATCHEE | WA | 98801 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SMITH & DEKAY PS | |||||
| 600 108TH AVE NE 1030 | BELLEVUE | WA | 98004 | TAX, ACCTG & CONS. | $2,975 |
| FITCH & LUDWICK | |||||
| 11005 MAIN ST | BELLEVUE | WA | 98004 | LEGAL & CONSULTATION | $788 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $651,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $659,295 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $659,295 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $649,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $367 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $68 | IncomeTaxAmt |
| Total Tax | $435 | TotalTaxAmt |
| Distributable Before Adj | $32,035 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,035 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,035 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,920 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,920 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,920 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,648 | UndistributedIncomePYAmt |
| Qualifying Distributions | $24,920 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,648 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,272 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $28,763 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HEALTHCARE CHAPLAINS MINISTRY | |||||||
| 377 E CHAPMAN AVE STE 260 | PLACENTIA | CA | 92870 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| CRISTA MINISTRIES | |||||||
| 19303 FREMONT AVE NORTH | SEATTLE | WA | 98133 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| WASHINGTON MASONIC LIBRARY MUSEUM F | |||||||
| 47 ST HELENS AVE | TACOMA | WA | 98402 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| OKANOGAN CO SHERIFF K9 | |||||||
| 123 5TH AVE | OKANOGAN | WA | 98840 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 |
| FWPS SPECIAL POPULATIONS PROGRAM | |||||||
| 33330 8TH AVE S | FEDERAL WAY | WA | 98003 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| BOY SCOUTS OF AMERICA TROOP 101 QUI | |||||||
| 5912 PUGET BEACH RD NE | OLYMPIA | WA | 98516 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $18,702 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,633 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,633 | 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 | SMITH & DEKAY | CategoryTxt |
| Amt | $2,975 | Amt |
| Net Investment Income | $2,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,975 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,975 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| FITCH & LUDWICK |
| SMITH & DEKAY PS |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FITCH & LUDWICK | CategoryTxt |
| Legal Fees | $788 | LegalFeesAmt |
| Net Investment Income | $788 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $788 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $788 | DisbursementsCharitablePrpsAmt |
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 |
|---|---|---|---|---|
| INVESTMENT MNGMT | $9,470 | $9,470 | $9,470 | $3,157 |
| MISCELLANEOUS | $35 | $35 | $35 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX EXEMPT INCOME | Description |
| Amount | $1,078 | Amount |