HITCHCOCKS CHARITY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HITCHCOCKS CHARITY FOUNDATION (EIN 20-1214557)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2014-02-15
- IRS object ID
- 201440489349100604
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T12:56:25-06:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593204548 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & CO PL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NW 1ST PLACE | AddressLine1 |
| City | GAINESVILLE | City |
| State | FL | State |
| ZIP Code | 326072063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201214557 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HITCHCOCK'S CHARITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HITC | NameControl |
| Phone | 3864620101 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 129 | AddressLine1 |
| City | ALACHUA | City |
| State | FL | State |
| ZIP Code | 32616 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | OFFICER | Name |
| Title | OFFICER | Title |
| Phone | 3864620101 | Phone |
| Date Signed | 2014-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONNA S BROWN | Name |
| PTIN | P00080835 | PTIN |
| Phone | 3523781331 | Phone |
| Date Prepared | 2014-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 506979 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 621 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 621 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6329 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6329 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 35841 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 134546 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 35841 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 13482 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1007 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 56273 | TotalRevenueAndExpenses |
| Total Net Investment Income | 43798 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 116 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 116 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 8810 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 8810 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8926 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 8810 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 47347 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 43798 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 27491 | CashBOY |
| Cash EOY | 19011 | CashEOY |
| Cash EOYFMV | 19011 | CashEOYFMV |
| Investments Other BOY | 410582 | InvestmentsOtherBOY |
| Investments Other EOY | 466409 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 487968 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 438073 | TotalAssetsBOY |
| Total Assets EOY | 485420 | TotalAssetsEOY |
| Total Assets EOYFMV | 506979 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 438073 | RetainedEarningsBOY |
| Retained Earnings EOY | 485420 | RetainedEarningsEOY |
| Total Net Assets BOY | 438073 | TotalNetAssetsBOY |
| Total Net Assets EOY | 485420 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 438073 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 485420 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 438073 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 47347 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 485420 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 485420 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| INVESTMENT SALES | P | 106829 | 98705 | 8124 | 8124 |
| INVESTMENT SALES | P | 27717 | 27717 | 27717 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 35841 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 10797 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 470460 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.022950 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 73741 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 477936 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.154291 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 43131 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 517005 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.083425 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.260666 | TotalDistributionRatio |
| Average Distribution Ratio | 0.086889 | AverageDistributionRatio |
| Net Noncharitable Assets | 484668 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 42112 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 438 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 42550 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 8810 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 876 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 876 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 876 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 20 | PenaltyForUnderpayment |
| Tax Due | 896 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CLARA J BEMBRY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3864622284 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 129 | AddressLine1 |
| City | ALACHUA | City |
| State | FL | State |
| ZIP Code | 32616 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROBERT A HITCHCOCK | ||||||||
| PO BOX 129 | ALACHUA | FL | 32616 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| CATHY S HITCHCOCK | ||||||||
| PO BOX 129 | ALACHUA | FL | 32616 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| CLARA J BEMBRY | ||||||||
| PO BOX 129 | ALACHUA | FL | 32616 | SECRETARY/TREASURER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 468514 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23535 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 492049 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 492049 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7381 | CashDeemedCharitable |
| Net Noncharitable Assets | 484668 | NetNoncharitableAssets |
| Minimum Investment Return | 24233 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24233 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 876 | TaxBasedOnInvestmentIncome |
| Total Tax | 876 | TotalTax |
| Distributable Amount Before Adj | 23357 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 23357 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 23357 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 8810 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 8810 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 8810 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 23357 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 4729 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 49930 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 54659 | TotalExcessDistriCarryover |
| Qualifying Distributions | 8810 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8810 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 14547 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 14547 | ExcessDistriCyovAppliedCY |
| Total Corpus | 40112 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 40112 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 40112 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT A HITCHCOCK | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT A HITCHCOCK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 129 | AddressLine1 |
| City | ALACHUA | City |
| State | FL | State |
| ZIP Code | 32616 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3864620101 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | DETERMINATION OF AWARDS IS BASED ON NEED FOCUSING ON YOUTH IN THE AREAS OF HEALTH, EDUCATION AND SPORTS ACTIVITIES. THERE ARE NO SPECIFIC DOLLAR LIMITATIONS OR RESTRICTIONS ON THE AWARDS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALACHUA ELEMENTARY | ||||||
| 620 E UNIVERSITY AVE | GAINESVILLE | FL | 32601 | NONE | YOUTH PROGRAMS | $1,800 |
| CHILD ADVOCACY CENTER | ||||||
| P O BOX 1128 | GAINESVILLE | FL | 32602 | NONE | SERVICES RELATING TO CHILD ABUSE & NEGLECT | $1,200 |
| FELLOWSHIP OF CHRIST ATHLETES | ||||||
| 10401 SW 8TH AVENUE | GAINESVILLE | FL | 32607 | NONE | COLLEGE MINISTRY | $1,000 |
| SANTA FE COLLEGE ENDOWMENT FOUNDATION | ||||||
| 3000 NW 83RD ST | GAINESVILLE | FL | 32606 | NONE | SCHOLARSHIP PROGRAM | $600 |
| ALACHUA LIONS CLUB | ||||||
| 15115 NW 142ND TERRACE | ALACHUA | FL | 32615 | NONE | YOUTH PROGRAMS | $2,000 |
| CHRISTIAN OUTDOOR ALLIANCE | ||||||
| 11202 DISCO STE 115 | SAN ANTONIO | TX | 78216 | NONE | YOUTH PROGRAMS | $1,500 |
| GATOR GOBBLERS | ||||||
| PO BOX 530 | EDGEFIELD | SC | 298240530 | NONE | YOUTH PROGRAMS | $710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 8810 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $621 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,329 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $35,841 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| AMERICAN REALTY CAPITAL | 14 | $934 |
| CAPITAL CITY | 14 | $73 |
| JACKSON NATIONAL LIFE INSURANCE | 01 | $12,475 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $56,273 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 56273 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 466409 | BookValue |
| EOYFMV | 487968 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| AMERICAN REALTY CAPITAL | 934 | 934 | 934 |
| CAPITAL CITY | 73 | 73 | 73 |
| JACKSON NATIONAL LIFE INSURANCE | 12475 | 12475 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INVESTMENT INCOME | Category |
| Amount | $116 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |