M BONNIE AXTHELM CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- M BONNIE AXTHELM CHARITABLE FOUNDATION (EIN 06-6444196)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201442279349100119
- 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
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T10:10:04-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gabriel Tax & Accounting Services LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1297 PARK AVE | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | 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 | 066444196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M BONNIE AXTHELM CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MBON | BusinessNameControlTxt |
| Phone | 2033244341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 33 MINUTE MAN HILL | AddressLine1 |
| City | WESTPORT | City |
| State | CT | State |
| ZIP Code | 06880 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY AXTHELM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033244341 | PhoneNum |
| Signature | 2014-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ELLEN KEENAN | PreparerPersonNm |
| Phone | 2033677731 | 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 | $439,328 | 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 | $173 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $173 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,168 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $36,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,866 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $413 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $413 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,282 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,282 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $508 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $425 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,379 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,379 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,379 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,804 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,484 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,457 | CashBOYAmt |
| Cash EOY | $38,900 | CashEOYAmt |
| Cash EOYFMV | $38,900 | CashEOYFMVAmt |
| Corporate Stock BOY | $239,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $198,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $258,904 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $45,864 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $99,391 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $97,781 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,198 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,944 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,743 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $380,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $381,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $439,328 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $373,409 | CapitalStockBOYAmt |
| Capital Stock EOY | $380,295 | CapitalStockEOYAmt |
| Retained Earning BOY | $6,886 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,480 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $380,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $381,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $380,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $381,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $380,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,538 | ExcessRevenueOverExpensesAmt |
| Subtotal | $389,833 | SubtotalAmt |
| Other Decreases | $8,058 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $381,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB SHORT TERM-SEE ATTACHED | P | 2012-01-01 | 2013-07-31 | $20,832 | $0 | $19,453 | $1,379 | $0 | $0 | $0 | $1,379 |
| CHARLES SCHWAB LONG TERM-SEE ATTACHED | P | 2012-01-01 | 2013-11-20 | $29,357 | $0 | $28,140 | $1,217 | $0 | $0 | $0 | $1,217 |
| CHARLES SCHWAB LONG TERM-SEE ATTACHED | P | 2011-01-01 | 2013-07-31 | $85,475 | $0 | $61,240 | $24,235 | $0 | $0 | $0 | $24,235 |
| CAPITAL GAINS DIVIDENDS | P | 2012-01-01 | 2013-12-31 | $1,337 | $0 | $0 | $1,337 | $0 | $0 | $0 | $1,337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,168 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,839 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $393,528 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052954 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,736 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $418,682 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051915 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,581 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $406,748 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057974 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,482 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $388,142 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063075 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,188 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $428,626 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049432 | DistributionYr5Rt |
| Total Distribution | 0.275350 | TotalDistributionRt |
| Average Distribution | 0.055070 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $420,805 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,174 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $295 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,469 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,804 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $590 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $590 | SubtotalAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $590 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | 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 | MEGAN BROWN | IndividualWithBooksNm |
| Phone | 2033244341 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MILES RD | AddressLine1 |
| City | DARIEN | City |
| State | CT | State |
| ZIP Code | 06820 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MEGAN A BROWN | ||||||||
| 19 MILES RD | DARIEN | CT | 06820 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| NANCY AXTHELM | ||||||||
| 33 MINUTE MAN HILL | WESTPORT | CT | 06880 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| STEPHEN AXTHELM | ||||||||
| 46 HILLANDALE RD | WESTPORT | CT | 06880 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $385,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $427,213 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $427,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $420,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $590 | TotalTaxAmt |
| Distributable Before Adj | $20,450 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,450 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,450 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,804 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,804 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $21,804 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,504 | UndistributedIncomePYAmt |
| Qualifying Distributions | $21,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,504 | AppliedToYear1Amt |
| Applied To Current Year | $2,300 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $18,150 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR HOPE | ||||||
| 590 POST ROAD | DARIEN | CT | 06820 | 501C | UNRESTRICTED | $3,000 |
| ST AGNES CATHEDRAL | ||||||
| 29 QUEALY PLACE | ROCKVILLE CENTER | NY | 11570 | 501C | UNRESTRICTED | $500 |
| ASSUMPTION CHURCH | ||||||
| 98 RIVERSIDE AVE | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $5,800 |
| UNITARIAN CHURCH | ||||||
| 10 LYONS PLAINS RD | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $4,200 |
| MARQUETTE UNIVERSITY | ||||||
| 615 N 11TH STREET | MILWAUKEE | WI | 53233 | 501C | UNRESTRICTED | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,525 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,866 | 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 | GABRIEL TAX & ACCT TAX PREP | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB SUMMARY | 2013-01 | Purchased | 2013-07 | $22,169 | $19,453 | $2,716 |
| CHARLES SCHWAB SUMMARY | Purchased | 2013-11 | $114,832 | $89,380 | $25,452 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAY & LEVY LEGAL SERVICES | CategoryTxt |
| Legal Fees | $413 | LegalFeesAmt |
| Net Investment Income | $413 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUST PRIOR YEAR NET ASSETS OR FUND BALANCES | Description |
| Amount | $8,058 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUNDS | Desc |
| Revenue And Expenses Per Books | $54 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CHARLES SCHWAB INV ADVISOR FEES | $3,182 | $3,182 |
| CHARLES SCHWAB MISC TRANSACTION FEES | $100 | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF CT | $425 | $425 | $425 |
| FOREIGN TAX | $83 | $83 |