WHITEMAN 4G FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WHITEMAN 4G FOUNDATION (EIN 20-5478191)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-02
- IRS object ID
- 201300629349100000
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-02T21:31:26-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273521246 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CK Sato CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1240 E Lehi Rd | AddressLine1 |
| City | Mesa | City |
| State | AZ | State |
| ZIP Code | 85203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205478191 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whiteman 4G Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHIT | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1725 S Country Club Drive | AddressLine1 |
| City | Mesa | City |
| State | AZ | State |
| ZIP Code | 85210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John Whiteman | Name |
| Title | Director | Title |
| Phone | 4806334300 | Phone |
| Date Signed | 2013-01-24 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CK Sato | Name |
| PTIN | P00155335 | PTIN |
| Phone | 4806440253 | Phone |
| Date Prepared | 2013-03-02 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 711095 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 107500 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 5 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 17607 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17607 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 17607 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 2661 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 47094 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2661 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 127773 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20273 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 17612 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 5250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5250 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 5250 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 13285 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5785 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 5785 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 7500 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 136 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 136 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18671 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11035 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 11035 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7636 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 46500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 46500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 65171 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11035 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 11035 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 54136 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 62602 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9238 | NetInvestmentIncome |
| Adjusted Net Income | 6577 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5295 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13409 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13409 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 354 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 357 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 357 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 599132 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 653617 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 697329 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 604781 | TotalAssetsBOY |
| Total Assets EOY | 667383 | TotalAssetsEOY |
| Total Assets EOYFMV | 711095 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 604781 | RetainedEarningsBOY |
| Retained Earnings EOY | 667383 | RetainedEarningsEOY |
| Total Net Assets BOY | 604781 | TotalNetAssetsBOY |
| Total Net Assets EOY | 667383 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 604781 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 667383 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 604781 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 62602 | ExcessOfRevenueOverExpenses |
| Subtotal | 667383 | Subtotal |
| Total Net Assets Fund Balances EOY | 667383 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss |
|---|---|---|---|---|---|---|
| Coca Cola | P | 2010-06-02 | 2012-11-06 | 6914 | 4720 | 2194 |
| Exxon | P | 2010-06-02 | 2012-11-06 | 6889 | 4581 | 2308 |
| IBM | P | 2010-06-02 | 2012-11-06 | 6839 | 4399 | 2440 |
| Barclay | P | 2010-01-14 | 2012-07-26 | 10499 | 9843 | 656 |
| EFA | P | 2008-06-09 | 2012-11-06 | 11632 | 16030 | -4398 |
| EFA | P | 2010-01-14 | 2012-11-06 | 650 | 692 | -42 |
| EEM | P | 2008-06-09 | 2012-11-06 | 3418 | 3910 | -492 |
| EEM | P | 2010-01-14 | 2012-11-06 | 253 | 258 | -5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2661 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 185 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 185 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 185 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 357 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 357 | TotalCreditsAndPayments |
| Overpayment | 172 | Overpayment |
| Amount Credited To Next Year | 172 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | AZ | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Books In Care Of Person Name | John Whiteman | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4806334300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1725 S Country Club Drive | AddressLine1 |
| City | Mesa | City |
| State | AZ | State |
| ZIP Code | 85210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|---|---|
| John Whiteman | ||||||||
| 1725 S Country Club Drive | Mesa | AZ | 85210 | Director | 1.00 | 0 | 0 | 0 |
| Zach Wilson | ||||||||
| 1725 S Country Club Drive | Mesa | AZ | 85210 | President | 1.00 | 0 | 0 | 0 |
| Chloe Whiteman | ||||||||
| 1725 S Country Club Drive | Mesa | AZ | 85210 | Secretary | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 604173 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35863 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 640036 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 640036 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9601 | CashDeemedCharitable |
| Net Noncharitable Assets | 630435 | NetNoncharitableAssets |
| Minimum Investment Return | 31522 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 31522 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 185 | TaxBasedOnInvestmentIncome |
| Total Tax | 185 | TotalTax |
| Distributable Amount Before Adj | 31337 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 31337 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 31337 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 54136 | ExpensesAndContributions |
| Qualifying Distributions | 54136 | QualifyingDistributions |
| Adj Qualifying Distributions | 54136 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 31337 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 25723 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 28220 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 20436 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 18915 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23238 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 116532 | TotalExcessDistriCarryover |
| Qualifying Distributions | 54136 | QualifyingDistributions |
| Applied To Current Year | 31337 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 22799 | RemainingDistriFromCorpus |
| Total Corpus | 139331 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 25723 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 113608 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 28220 | ExcessFromYear4 |
| Excess From Year3 | 20436 | ExcessFromYear3 |
| Excess From Year2 | 18915 | ExcessFromYear2 |
| Excess From Year1 | 23238 | ExcessFromYear1 |
| Excess From Current Year | 22799 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Board | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1725 S Country Club Drive | AddressLine1 |
| City | Mesa | City |
| State | AZ | State |
| ZIP Code | 85210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4806334300 | RecipientPhoneNumber |
| Form And Info And Materials | No specific application required | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | None | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ICAN | |||||
| 201 S Washington St | Chandler | AZ | 85225 | Civic and community service | $500 |
| Phoenix Public Library | |||||
| 1221 N Central | Phoenix | AZ | 85004 | General fund for library | $500 |
| Creighton School District | |||||
| 2140 E Virginia Ave | Phoenix | AZ | 85006 | Grant for parent education and involvement | $10,000 |
| Chandler Unified School Dist | |||||
| 1525 WE Frye Rd | Chandler | AZ | 85225 | Comprehensive reading kits | $10,000 |
| Arizona Brainfood | |||||
| 2635 N Ridge | Mesa | AZ | 85203 | Weekend meals for School children | $10,000 |
| Childhelp | |||||
| 2346 N Central | Phoenix | AZ | 85004 | Grant for victim advocate and therapy sessions | $10,000 |
| Contructing Hope Christmas | |||||
| 802 W Nopal | Chandler | AZ | 85225 | Christmas gifts to needy children | $5,000 |
| Arizona Museum for Youth | |||||
| 35 N Robson | Mesa | AZ | 85201 | Educational programs | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 46500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 17612 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2661 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 20273 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20273 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and Taxes | Category |
| Amount | $5,250 | Amount |
| Net Investment Income | 5250 | NetInvestmentIncome |
| Adjusted Net Income | 5250 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Stocks and mutual funds | NameOfStock |
| EOY Book Value | 653617 | EOYBookValue |
| EOYFMV | 697329 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Office expense | Description |
| Revenue And Expenses Per Books | 136 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 136 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Director fees | $7,500 | 0 | 0 | 7500 |
| Wells Fargo fees | $5,785 | 5785 | 5785 | 0 |