SALEM LIBRARY TR UW ELIZABETH CASPER FOGG: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SALEM LIBRARY TR UW ELIZABETH CASPER FOGG (EIN 22-6809271)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-14
- IRS object ID
- 201430739349100318
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-14T21:05:59-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROUCH & COMPANY LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 N MAIN ST | AddressLine1 |
| City | WOODSTOWN | City |
| State | NJ | State |
| ZIP Code | 080981115 | 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 | 226809271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALEM LIBRARY TRUST | BusinessNameLine1 |
| Business Name Line2 | % MAURICE W AYARS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALE | BusinessNameControlTxt |
| Phone | 8564784618 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 FERREL RD | AddressLine1 |
| City | MULLICA HILL | City |
| State | NJ | State |
| ZIP Code | 08062 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAURICE W AYARS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8564784618 | PhoneNum |
| Signature | 2014-03-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN L CROUCH CPA | PreparerPersonNm |
| PTIN | P00640127 | PTIN |
| Phone | 8567691040 | PhoneNum |
| Preparation | 2014-03-13 | 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 | $391,472 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $877 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $877 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $877 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $10,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,242 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $10,242 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,245 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,119 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $443 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,437 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,437 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,437 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,245 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,119 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87 | CashBOYAmt |
| Cash EOY | $238 | CashEOYAmt |
| Cash EOYFMV | $238 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,927 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,927 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $189 | AcctRcvblAmt |
| Acct Rcvbl BOY | $189 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $189 | AcctRcvblEOYAmt |
| Corporate Stock BOY | $56,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $177,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $213,098 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $56,705 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,067 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,197 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $213,775 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $128,271 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $152,012 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $329,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $331,479 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $391,472 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $265 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $245 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,328 | GrantsPayableBOYAmt |
| Grants Payable EOY | $15,465 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $6,593 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,710 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $323,256 | CapitalStockBOYAmt |
| Capital Stock EOY | $315,769 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $323,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $315,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $329,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $331,479 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $323,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,487 | ExcessRevenueOverExpensesAmt |
| Subtotal | $315,769 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $315,769 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,126 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,828 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $341,865 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049224 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,546 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $335,454 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049324 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,867 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $322,447 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049208 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,652 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $315,748 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049571 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,199 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $344,930 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049862 | DistributionYr5Rt |
| Total Distribution | 0.247189 | TotalDistributionRt |
| Average Distribution | 0.049438 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $373,638 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,472 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $122 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,594 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,437 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $245 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $245 | SubtotalAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $245 | 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 |
| 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 | MAURICE W AYARS | IndividualWithBooksNm |
| Phone | 8564784618 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 FERREL RD | AddressLine1 |
| City | MULLICA HILL | City |
| State | NJ | State |
| ZIP Code | 08062 | 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 | MAURICE W AYARS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 FERRELL RD | AddressLine1 |
| City | MULLICA HILL | City |
| State | NJ | State |
| ZIP Code | 08062 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SALEM CITY LIBRARY FOR PURCHASE OF BOOKS | Description1Txt |
| Expenses1 | $18,437 | Expenses1Amt |
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 | $372,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $379,328 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $379,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,690 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $373,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $245 | TotalTaxAmt |
| Distributable Before Adj | $18,437 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,437 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,437 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,437 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,437 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,437 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,437 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $270 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $270 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,437 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,437 | AppliedToCurrentYearAmt |
| Total Corpus | $270 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $270 | ExcessDistriCyovFromYr5Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SALEM LIBRARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BROADWAY | AddressLine1 |
| City | SALEM | City |
| State | NJ | State |
| ZIP Code | 08079 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | BOOKS | GrantOrContributionPurposeTxt |
| Amt | $18,437 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,437 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $877 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,242 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,774 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,893 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,893 | 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 | CROUCH & CO CPA | CategoryTxt |
| Amt | $1,450 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAURICE W AYARS | PersonNm |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CAP INCM BLDR A | 2005-05 | PURCHASE | 2013-06 | $76,141 | $73,339 | $2,802 |
| FRK INCM A | 2007-03 | PURCHASE | 2013-06 | $35,117 | $36,638 | -$1,521 |
| MUTUAL SHARES A | 2007-03 | PURCHASE | 2013-06 | $11,834 | $12,467 | -$633 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FRANKLIN INCOME FD | ||
| GENL ELECTRIC CAP CORP MEDIUM TERM | $20,067 | $21,197 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $11,000 | $12,054 |
| AMERICAN ELECTRIC POWER CO | $9,827 | $14,022 |
| AMERICAN INTL GROUP | $11,010 | $11,588 |
| AT&T INC | $16,105 | $17,580 |
| AUTOMATIC DATA PROCESSING | $6,434 | $12,120 |
| BRANDYWINE REALTY TRUST | $11,004 | $11,540 |
| DUKE ENERGY | $10,980 | $11,318 |
| FORD MOTOR COMPANY | $11,017 | $10,030 |
| FRONTIER COMMUNICATIONS | $442 | $260 |
| HOME DEPOT | $10,962 | $11,775 |
| INTERNATIONAL BUSINESS MACHINE CORP | $6,062 | $18,757 |
| JOHNSON & JOHNSON | $10,940 | $11,266 |
| PEPCO HOLDINGS | $5,897 | $5,739 |
| PFIZER INC | $11,005 | $11,670 |
| POTASH CORP | $10,939 | $11,536 |
| PUBLIC SERIVCE ENTERPRISE GROUP | $10,988 | $10,541 |
| VERIZON COMMUNICATIONS | $12,177 | $19,656 |
| WALMART STORES INC | $10,998 | $11,646 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL INCOME BLDR FD | FMV | ||
| GROWTH FUND AMER INC | FMV | $9,395 | $12,106 |
| AMER BAL FUND CL A | FMV | $44,681 | $61,138 |
| CAPITAL WRLD GRW & INCOME | FMV | $27,119 | $34,901 |
| MUTUAL SER FD | FMV | ||
| TEMPLETON GLOBAL | FMV | $20,101 | $19,624 |
| CALAMOS GLOBAL | FMV | $6,035 | $4,664 |
| EATON VANCE | FMV | $4,840 | $4,000 |
| GABELLI EQUITY | FMV | $5,267 | $5,231 |
| PIMCO FDS TOTAL RETURN | FMV | $10,833 | $10,348 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| SURROGATE | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| US TREASURY | $265 |
| FOREIGN TAXES | $178 |