MOFFITT-PEELLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MOFFITT-PEELLE FOUNDATION INC (EIN 35-2004673)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349103254
- 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 Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T18:36:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIATT ACCOUNTING SERVICES INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9820 WESTPOINT DR STE 500 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462563362 | 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 | 352004673 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOFFITT-PEELLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOFF | BusinessNameControlTxt |
| Phone | 3172944215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5899 SILAS COURT | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46033 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PEELLE SMALL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3172944215 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA A HIATT | PreparerPersonNm |
| PTIN | P01046856 | PTIN |
| Phone | 3175769100 | PhoneNum |
| Preparation | 2014-05-14 | 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 | $24,786 | 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 | $887 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $887 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $887 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,200 | GrossSalesPriceAmt |
| Total Rev And Expnss | $987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $887 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $887 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $887 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $887 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,960 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,308 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,107 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,826 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $22,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $22,210 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,939 | CapitalStockEOYAmt |
| Retained Earning EOY | $128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,041 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,169 | SubtotalAmt |
| Other Decreases | $102 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,067 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18 | SubtotalAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $18 | AppliedToEsTaxAmt |
| Total Payments And Credits | $18 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | RICHARD SMALL | IndividualWithBooksNm |
| Phone | 3172944215 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5899 SILAS COURT | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46033 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA M SMALL | ||||||||
| 5899 SILAS COURT | CARMEL | IN | 46033 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RICHARD P SMALL | ||||||||
| 5899 SILAS COURT | CARMEL | IN | 46033 | TREASURER | 1.00 | $0 | $0 | $0 |
| JACQUELYN A MOFFITT | ||||||||
| 5899 SILAS COURT | CARMEL | IN | 46033 | SECRETARY | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTION TO FIRST FRIENDS MEETING CHURCH TO BE USED FOR THE EDUCATION OF YOUNG BOYS BUILDING CHARACTER, TEACHING RESPONSIBILITY AND CITIZENSHIP. | Description1Txt |
| Expenses1 | $3,400 | Expenses1Amt |
| Description2 | DONATION TO NEHEMIAH VISION MINISTRIES FOCUSED ON TRANSFORMING THE LIVES OF ALL PEOPLE THROUGH EDUCATION, HEALTH AND SPIRITUAL DEVELOPMENT. | Description2Txt |
| Expenses2 | $250 | Expenses2Amt |
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 | $21,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,647 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,425 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $24,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,025 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $3,650 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,675 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $250 | TotalForPriorYearsAmt |
| Qualifying Distributions | $7,675 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $7,675 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,675 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $250 | PriorYearUndistributedIncmAmt |
| Taxable1 | $250 | Taxable1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1998-05-08 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $887 | CurrentYearAmt |
| Year1 | $119 | Year1Amt |
| Year2 | $228 | Year2Amt |
| Total | $1,234 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $754 | CurrentYearAmt |
| Year1 | $101 | Year1Amt |
| Year2 | $194 | Year2Amt |
| Total | $1,049 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,675 | CurrentYearAmt |
| Year3 | $250 | Year3Amt |
| Total | $7,925 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,675 | CurrentYearAmt |
| Year3 | $250 | Year3Amt |
| Total | $7,925 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,787 | CurrentYearAmt |
| Year1 | $23,631 | Year1Amt |
| Year2 | $19,939 | Year2Amt |
| Year3 | $20,385 | Year3Amt |
| Total | $88,742 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,787 | CurrentYearAmt |
| Year1 | $23,631 | Year1Amt |
| Year2 | $19,939 | Year2Amt |
| Year3 | $20,385 | Year3Amt |
| Total | $88,742 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD SMALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5899 SILAS COURT | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46033 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3172944215 | RecipientPhoneNum |
| Recipient Email Address | RICKPEELLE@GMAIL.COM | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|
| FIRST FRIENDS MEETING | ||||||
| 651 E MAIN ST | CARMEL | IN | 46032 | SUPPORT BOY SCOUT MINISTRY | $3,400 | |
| NEHEMIAH VISION MINISTRIES | ||||||
| PO BOX 159 | KIRKLIN | IN | 46050 | GIFT TO SUPPORT MINISTRY | $250 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,650 | 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 | $887 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $100 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $987 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $987 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | GENERATE INCOME AND THEN DISTRIBUTE THE INCOME GENERATED |
| 1A | FOR CHARITABLE AND EDUCATIONAL PURPOSES |
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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $375 | Amt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| CYNTHIA M SMALL |
| RICHARD P SMALL |
| JACQUELYN A MOFFITT |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | DUKE ENERGY | AssetDesc |
| Acquired | 2012-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2013-10 | SoldDt |
| Gross Sales Price | $2,200 | GrossSalesPriceAmt |
| Basis | $2,100 | BasisAmt |
| Total Net | $100 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC. NEW | $3,051 | $3,516 |
| CINCINNATI FIANCIAL CP | $3,381 | $5,237 |
| DUKE ENERGY | ||
| JOHNSON & JOHNSON | $6,783 | $9,159 |
| VERIZON COMMUNICATIONS | $3,892 | $4,914 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUST BOOK VALUE OF STK SOLD TO BASIS | Description |
| Amount | $102 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $3 | Amt |