NANCY AND GLENN BEALL FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NANCY AND GLENN BEALL FOUNDATION INC (EIN 20-0744100)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201301339349101710
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T10:44:27-07:00 | 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 | Huber Michaels & Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 South Centre Street | AddressLine1 |
| City | Cumberland | City |
| State | MD | State |
| ZIP Code | 21502 | 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 | 200744100 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY AND GLENN BEALL FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | CO NANCY BEALL | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NANC | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 BEALLS LANE BOX 219 | AddressLine1 |
| City | FROSTBURG | City |
| State | MD | State |
| ZIP Code | 21532 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICTORIA BEALL MUTH | Name |
| Title | Vice President | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Edward G Huber Jr CPA | Name |
| PTIN | P00167476 | PTIN |
| Phone | 3017224455 | Phone |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 576086 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50767 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 5204 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5204 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 5204 | DividendsAdjNetIncm |
| Other Income Rev And Expnss | 4988 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 4944 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 60959 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10148 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 5204 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 564 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 203 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 767 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 60000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 60000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 60767 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 60000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 192 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10148 | NetInvestmentIncome |
| Adjusted Net Income | 5204 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 42215 | CashBOY |
| Cash EOY | 32215 | CashEOY |
| Cash EOYFMV | 32215 | CashEOYFMV |
| Accounts Receivable | 106 | AccountsReceivable |
| Accounts Receivable BOY | 129 | AccountsReceivableBOY |
| Accounts Receivable EOY | 106 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 106 | AccountsReceivableEOYFMV |
| Investments Other BOY | 504366 | InvestmentsOtherBOY |
| Investments Other EOY | 543765 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 543765 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 546710 | TotalAssetsBOY |
| Total Assets EOY | 576086 | TotalAssetsEOY |
| Total Assets EOYFMV | 576086 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 546710 | UnrestrictedBOY |
| Unrestricted EOY | 576086 | UnrestrictedEOY |
| Total Net Assets BOY | 546710 | TotalNetAssetsBOY |
| Total Net Assets EOY | 576086 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 546710 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 576086 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 546710 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 192 | ExcessOfRevenueOverExpenses |
| Other Increases | 29184 | OtherIncreases |
| Subtotal | 576086 | Subtotal |
| Total Net Assets Fund Balances EOY | 576086 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 37500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 561519 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06678 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 36500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 459695 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.07940 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 28817 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 379096 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.07602 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 27000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 580594 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04650 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1091 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3909 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.27910 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.54780 | TotalDistributionRatio |
| Average Distribution Ratio | 0.10956 | AverageDistributionRatio |
| Net Noncharitable Assets | 557224 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 61049 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 101 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 61150 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 60000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 203 | InvestmentIncomeExciseTax |
| Subtotal | 203 | Subtotal |
| Tax Based On Investment Income | 203 | TaxBasedOnInvestmentIncome |
| Tax Due | 203 | TaxDue |
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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISTORIA MUTH | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11018 WAYCROFT WAY | AddressLine1 |
| City | ROCKVILLE | City |
| State | MD | State |
| ZIP Code | 20852 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| VICTORIA BEALL MUTH | ||||||
| 11018 WAYCROFT WAY | ROCKVILLE | MD | 20852 | Vice President | 0.00 | 0 |
| NANCY S BEALL | ||||||
| 44 BEALLS LANE BOX 219 | FROSTBURG | MD | 21532 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE UNRESTRICTED SUPPORT TO PUBLIC CHARITIES SELECTED AT THE DISCRETION OF THE PRIVATE FOUNDATION'S BOARD MEMBERS. 10 PUBLIC CHARITIES WERE SUPPORTED DURING THE YEAR. | Description1 |
| Expenses1 | 60000 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 534120 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 31590 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 565710 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 565710 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8486 | CashDeemedCharitable |
| Net Noncharitable Assets | 557224 | NetNoncharitableAssets |
| Minimum Investment Return | 27861 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 60000 | ExpensesAndContributions |
| Qualifying Distributions | 60000 | QualifyingDistributions |
| Adj Qualifying Distributions | 60000 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 5204 | CurrentYear |
| Year1 | 5590 | Year1 |
| Year2 | 5294 | Year2 |
| Year3 | 4911 | Year3 |
| Total | 20999 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 4423 | CurrentYear |
| Year1 | 4752 | Year1 |
| Year2 | 4500 | Year2 |
| Year3 | 4174 | Year3 |
| Total | 17849 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 60000 | CurrentYear |
| Year1 | 37500 | Year1 |
| Year2 | 36500 | Year2 |
| Year3 | 28817 | Year3 |
| Total | 162817 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 60000 | CurrentYear |
| Year1 | 37500 | Year1 |
| Year2 | 36500 | Year2 |
| Year3 | 28817 | Year3 |
| Total | 162817 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 18574 | CurrentYear |
| Year1 | 18717 | Year1 |
| Year2 | 15324 | Year2 |
| Year3 | 12637 | Year3 |
| Total | 65252 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY S BEALL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| JANE'S PLACE | ||||||
| 26 GREENE ST | CUMBERLAND | MD | 21502 | NONE | UNRESTRICTED DONATION | $1,000 |
| US ASSOC OF FORMER MBRS OF CONGRESS | ||||||
| 1401 K STREET NW SUITE 503 | WASHINGTON | DC | 20005 | NONE | UNRESTRICTED DONATION | $2,000 |
| CHESAPEAKE BAY FOUNDATION | ||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | UNRESTRICTED DONATION | $2,500 |
| THE LEAGUE - A CHILDREN'S PLACE | ||||||
| 12501 WILLOWBROOK RD | CUMBERLAND | MD | 21502 | NONE | UNRESTRICTED DONATION | $2,500 |
| THE FSU FOUNDATION INC | ||||||
| 101 BRADDOCK ROAD | FROSTBURG | MD | 21532 | NONE | UNRESTRICTED DONATION | $10,000 |
| ALLEGANY COLLEGE OF MD FOUNDATION I | ||||||
| 12401 WILLOWBROOK ROAD SE | CUMBERLAND | MD | 21502 | NONE | UNRESTRICTED DONATION | $2,500 |
| ALL SAINTS EPISCOPAL CHURCH | ||||||
| 333 TARPON DRIVE | FORT LAUDERDALE | FL | 33301 | NONE | UNRESTRICTED DONATION | $1,500 |
| ST JOHN'S EPISCOPAL CHURCH | ||||||
| 52 BROADWAY STREET | FROSTBURG | MD | 21532 | NONE | UNRESTRICTED DONATION | $11,000 |
| THE MD SALEM CHILDRENS' TRUST | ||||||
| 605 SALEM DRIVE | FROSTBURG | MD | 21532 | NONE | UNRESTRICTED DONATION | $25,000 |
| COUNTY UNITED WAY | ||||||
| PO BOX 307 | CUMBERLAND | MD | 21502 | NONE | UNRESTRICTED DONATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 60000 | 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 | $5,204 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,944 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC INCOME | Description |
| Related Or Exempt Function Income | 44 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,148 | ExclusionAmount |
| Related Or Exempt Function Income | 44 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10192 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | NANCY S BEALL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 BEALLS LANE | AddressLine1 |
| City | FROSTBURG | City |
| State | MD | State |
| ZIP Code | 21532 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 50767 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $564 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NATIONAL FINANCIAL SERVICES | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 543765 | BookValue |
| EOYFMV | 543765 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Other Investment Income | 4944 | 4944 |
| MISC INCOME | 44 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $29,184 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | Category |
| Amount | $203 | Amount |