RENEE REBECCA AND RICHARD ELMEN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RENEE REBECCA AND RICHARD ELMEN FOUNDATION (EIN 46-0451639)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-11
- IRS object ID
- 201301319349100500
- Schema version
- 2012v2.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-11T07:26:11-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A & F RENTALL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 5103 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 571175103 | 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 | 460451639 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE REBECCA AND RICHARD ELMEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RENE | NameControl |
| Phone | 6053381800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5103 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD J ELMEN | Name |
| Title | PRESIDENT | Title |
| Phone | 6053381800 | Phone |
| Date Signed | 2013-04-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS J WHALEN | Name |
| Phone | 6053381800 | Phone |
| Date Prepared | 2013-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 811476 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 14454 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14454 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 13616 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13616 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13604 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 19266 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 19266 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 47336 | TotalRevenueAndExpenses |
| Total Net Investment Income | 47324 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 1500 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 5500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 2500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 817 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 117 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 705 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 705 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9522 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1617 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8705 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 27715 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 27715 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 37237 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1617 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 36420 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 10099 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 45707 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8274 | CashBOY |
| Cash EOY | 1393 | CashEOY |
| Cash EOYFMV | 1393 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 4769 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4769 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 292398 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 304609 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 514659 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 402729 | InvestmentsOtherBOY |
| Investments Other EOY | 402729 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 290476 | InvestmentsOtherEOYFMV |
| Other Assets EOYFMV | 179 | OtherAssetsEOYFMV |
| Total Assets BOY | 703401 | TotalAssetsBOY |
| Total Assets EOY | 713500 | TotalAssetsEOY |
| Total Assets EOYFMV | 811476 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 703401 | UnrestrictedBOY |
| Unrestricted EOY | 713500 | UnrestrictedEOY |
| Total Net Assets BOY | 703401 | TotalNetAssetsBOY |
| Total Net Assets EOY | 713500 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 703401 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 713500 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 703401 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 10099 | ExcessOfRevenueOverExpenses |
| Subtotal | 713500 | Subtotal |
| Total Net Assets Fund Balances EOY | 713500 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 470 SHARES MEDCO HEALTH | D | 1994-04-08 | 2012-04-03 | 13576 | 0 | 11 | 13565 | 0 | 0 | 0 | 13565 |
| EXPESS SCRIPTS | D | 1994-04-08 | 2012-04-03 | 40 | 0 | 1 | 39 | 0 | 0 | 0 | 39 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13604 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 32660 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 735787 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044388 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 26868 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 666780 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040295 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 30323 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 544505 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055689 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 37210 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 701349 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053055 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 36858 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 841250 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043813 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.237240 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047448 | AverageDistributionRatio |
| Net Noncharitable Assets | 800054 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 37961 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 457 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 38418 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 36420 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 914 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 914 | Subtotal |
| Tax Based On Investment Income | 914 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 747 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 747 | TotalCreditsAndPayments |
| Tax Paid Original Return | 747 | TaxPaidOriginalReturn |
| Tax Due | 167 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | SD | 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 |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RICHARD ELMEN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6053381800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5103 | AddressLine1 |
| City | SIOUX FALLS | City |
| State | SD | State |
| ZIP Code | 57117 | 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 | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD ELMEN | ||||||||
| 2612 S RIDGEVIEW WAY | FALLS | SD | 57105 | PRES/TREA | 5.00 | 7000 | 0 | 0 |
| CONNIE RENEE ELMEN | ||||||||
| 6903 AINSDALE COURT | RAPID CITY | SD | 57702 | VP/SEC | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 809635 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2603 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 812238 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 812238 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12184 | CashDeemedCharitable |
| Net Noncharitable Assets | 800054 | NetNoncharitableAssets |
| Minimum Investment Return | 40003 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40003 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 914 | TaxBasedOnInvestmentIncome |
| Total Tax | 914 | TotalTax |
| Distributable Amount Before Adj | 39089 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 39089 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 39089 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 36420 | ExpensesAndContributions |
| Qualifying Distributions | 36420 | QualifyingDistributions |
| Adj Qualifying Distributions | 36420 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 39089 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 36135 | UndistributedIncomePriorYear |
| Qualifying Distributions | 36420 | QualifyingDistributions |
| Applied To Year1 | 36135 | AppliedToYear1 |
| Applied To Current Year | 285 | AppliedToCurrentYear |
| Undistributed Income CY | 38804 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| WOUNDED WARRIOR PROJECT | ||||||
| 7020 AC SKINNER PKWAY STE 100 | JACKSONVILLE | FL | 32256 | PUBLICCHARITY | OPERATING SUPPORT | $1,000 |
| SO DAK SPORTSMEN AGAINST HUNGER | ||||||
| PO BOX 1172 | PIERRE | SD | 57501 | PUBLICCHARITY | OPERATING SUPPORT | $3,000 |
| AUGUSTANA COLLEGE | ||||||
| 2001 S SUMMIT AVE | SIOUX | SD | 57197 | PUBLICCHARITY | SCHOLARSHIPS | $5,550 |
| USA POWER LIFTING | ||||||
| PO BOX 668 | COLUBIA CITY | IN | 46725 | PUBLICCHARITY | OPERATING | $250 |
| SEAL NSW FAMILY FND | ||||||
| 4320 LA JOLLA VILLAGE DRIVE | SAN DIEGO | CA | 92122 | PUBLICCHARITY | operating | $1,000 |
| SAN DIEGO HOSPICE FDN | ||||||
| 4311 THIRD AVE | SAN DIEGO | CA | 92103 | PUBLICCHARITY | OPERATING | $250 |
| TENDER CARE ANMIAL RESCUE | ||||||
| PO BOX 872947 | VANCOUVER | WA | 98687 | PUBLICCHARITY | OPERATINGOPERATINGSUPPORT | $1,000 |
| ACT FOR AMERICAN EDUCATION | ||||||
| PO BOX 12765 | PENSACOLA | FL | 32591 | PUBLICCHARITY | operating | $1,000 |
| BROOOKINS HUMANE SOCIETY | ||||||
| 406 3RD STREET | BROOKINGS | SD | 57006 | 501(c)3PUBLICCHAITY | OPERATING | $2,000 |
| SANFORD HEALTH FDN | ||||||
| 1305 W 18TH ST | SIOUX FALLS | SD | 57117 | 501(c)3PUBLICCHARITY | OPERATING | $115 |
| SF AREA HUMANE SOCIETY | ||||||
| 3720 E BENSON RD | SIOUX FALLS | SD | 57104 | 501(c)3PUBLICCHARITY | OPERATING | $5,000 |
| CLARE BOOTHE LUCE POLICY INST | ||||||
| 112 ELDEN ST STE P | HERNDON | VA | 20170 | 501(c)3PUBLICCHARITY | OPERATING | $500 |
| MCCROSSAN BOYS RANCH | ||||||
| 47135 260TH STREET | SIOUX FALLS | SD | 57107 | 501(c)3PUBLICCHARITY | OPERATING | $1,000 |
| HUMANE SOC FOR SW WASHIGTON | ||||||
| 1100 NE 192ND AVE | VANCOUVER | WA | 98684 | 501(c)3PUBLICCHARITY | OPERATING | $6,000 |
| GUIDE STAR | ||||||
| 4801 COURTHOUSE ST STE 220 | WILLIAMSBURG | VA | 21388 | 501(c)3PUBLICCHARITY | OPERATING | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 27715 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,454 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 19 | ExclusionCode |
| Exclusion | $13,616 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUNDS | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,266 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,336 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 47336 | 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 | tom whalen tax | Category |
| Amount | $2,500 | Amount |
| Disbursements Charitable Prps | 2500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCKS (see attached list) | NameOfStock |
| EOY Book Value | 304609 | EOYBookValue |
| EOYFMV | 514659 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS (see atttched list) | CategoryOrItem |
| Book Value | 402729 | BookValue |
| EOYFMV | 290476 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| FILING FEE | 10 | 10 |
| POSTAGE | 695 | 695 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUND INCOME | Description |
| Revenue And Expenses Per Books | 19266 | RevenueAndExpensesPerBooks |
| Net Investment Income | 19266 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAXES | $700 | |
| FOREIGN TAX | $117 | 117 |