BARBARA J COYLE FAM FOUNDATION TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA J COYLE FAM FOUNDATION TR (EIN 43-6928477)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-02
- IRS object ID
- 201302149349100415
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-02T13:33:04-05:00 | 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 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1824 | AddressLine1 |
| City | Joplin | City |
| State | MO | State |
| ZIP Code | 648021824 | 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 | 436928477 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA J COYLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | SOUTHWEST MISSOURI BANK TRUST DEPARTMENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SMB TRUST DEPARTMENT | InCareOfName |
| Name Control | BARB | NameControl |
| Phone | 4176233424 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 32ND STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | JOPLIN | City |
| State | MO | State |
| ZIP Code | 64804 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SOUTHWEST MISSOURI BANK TRUST DEPT | Name |
| Title | TRUSTEE | Title |
| Phone | 4176233424 | Phone |
| Date Signed | 2013-06-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4176241065 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 567968 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 14617 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14617 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3778 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 40959 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3778 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 18395 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18395 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 3534 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3534 | CompOfcrDirTrstNetInvstIncm |
| Accounting Fees Rev And Expnss | 1530 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1530 | AccountingFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5064 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3534 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1530 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 26600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 26600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31664 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3534 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 28130 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13269 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14861 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1662 | CashBOY |
| Cash EOY | 4985 | CashEOY |
| Cash EOYFMV | 4985 | CashEOYFMV |
| Investments Govt Oblig BOY | 40610 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 37122 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 38709 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 470978 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 457874 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 524274 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 513250 | TotalAssetsBOY |
| Total Assets EOY | 499981 | TotalAssetsEOY |
| Total Assets EOYFMV | 567968 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 513250 | RetainedEarningsBOY |
| Retained Earnings EOY | 499981 | RetainedEarningsEOY |
| Total Net Assets BOY | 513250 | TotalNetAssetsBOY |
| Total Net Assets EOY | 499981 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 513250 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 499981 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 513250 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13269 | ExcessOfRevenueOverExpenses |
| Subtotal | 499981 | Subtotal |
| Total Net Assets Fund Balances EOY | 499981 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| GOVERNMENT NATIONAL MORT. ASSN. DTD | P | 2006-05-11 | 2012-12-15 | 3499 | 3488 | 11 | 11 |
| 145 SHRS DODGE & COX FUNDS | P | 2012-12-27 | 5014 | 4075 | 939 | 939 | |
| 70 SHRS ETF BARCLAY'S CREDIT BOND | P | 2012-12-27 | 7367 | 7160 | 207 | 207 | |
| 50 SHRS ISHARES CORE S&P MID-CAP | P | 2006-01-12 | 2012-12-27 | 5033 | 3863 | 1170 | 1170 |
| 50 SHRS TR S&P SMLCP | P | 2006-01-12 | 2012-12-27 | 4120 | 3048 | 1072 | 1072 |
| 31 SHRS VANGUARD INSTITUTIONAL INDEX | P | 2006-01-12 | 2012-12-27 | 4023 | 3644 | 379 | 379 |
| FIDELITY TREASURY FUND 695 | P | 2012-12-31 | 11902 | 11902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3778 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 26908 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 543264 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04953 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 28403 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 543218 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052287 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 25395 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 496107 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051189 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 23843 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 551973 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043196 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 28240 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 630692 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044776 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.240978 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048196 | AverageDistributionRatio |
| Net Noncharitable Assets | 563887 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 27177 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 149 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 27326 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 28130 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 149 | InvestmentIncomeExciseTax |
| Subtotal | 149 | Subtotal |
| Tax Based On Investment Income | 149 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 28 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 281 | TaxPaidWithExtension |
| Total Credits And Payments | 309 | TotalCreditsAndPayments |
| Overpayment | 160 | Overpayment |
| Amount Credited To Next Year | 160 | 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 | MO | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMB TRUST DEPARTMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4176233424 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 E 32ST STREET | AddressLine1 |
| City | JOPLIN | City |
| State | MO | State |
| ZIP Code | 64804 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | UMB BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | INVESTMENT WEALTH MANAGEMENT | AddressLine1 |
| City | CARTHAGE | City |
| State | MO | State |
| ZIP Code | 64836 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 3534 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SERVES AS A VEHICLE TO SUPPORT VARIOUS CHARITABLE ORGANIZATIONS THROUGH THE DISTRIBUTIONS OF NET INCOME AND PRINCIPAL ANNUALLY. | Description1 |
| Expenses1 | 28130 | Expenses1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 569090 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3384 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 572474 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 572474 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8587 | CashDeemedCharitable |
| Net Noncharitable Assets | 563887 | NetNoncharitableAssets |
| Minimum Investment Return | 28194 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 28194 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 149 | TaxBasedOnInvestmentIncome |
| Total Tax | 149 | TotalTax |
| Distributable Amount Before Adj | 28045 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 28045 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 28045 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 28130 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 28130 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 149 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 27981 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 28045 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4330 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 28130 | QualifyingDistributions |
| Applied To Year1 | 4330 | AppliedToYear1 |
| Applied To Current Year | 23800 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 4245 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| GROVE PUBLIC LIBRARY | |||||||
| 1140 NEO LOOP | GROVE | OK | 74344 | NONE | TAX-EXEMPT | SUPPORT CHARITABLE ORGANIZATION | $5,000 |
| EMMANUEL CEMETERY | |||||||
| 10521 GUM ROAD | CARTHAGE | MO | 64836 | NONE | TAX EXEMPT | SUPPORT CHARITABLE ORGANIZATION | $3,600 |
| SYCAMORE CHAPEL UNITED METHODIST CHURCH | |||||||
| 67102 EAST 160 ROAD | WYANDOTTE | OK | 74370 | NONE | RELIGIOUS | SUPPORT CHARITABLE ORGANIZATION | $10,000 |
| SALVATION ARMY OF CARTHAGE | |||||||
| PO BOX 528 | CARTHAGE | MO | 64836 | NONE | TAX EXEMPT | SUPPORT CHARITABLE ORGANIZATION | $500 |
| HUMANE SOCIETY OF GROVE | |||||||
| 64301 E 290 ROAD | GROVE | OK | 74344 | NONE | TAX EXEMPT | SUPPORT CHARITABLE ORGANIZATION | $500 |
| GRACE EPISCOPAL CHURCH | |||||||
| 820 HOWARD | CARTHAGE | MO | 64836 | NONE | RELIGIOUS | SUPPORT CHARITABLE ORGANIZATION | $500 |
| ST RAPHAEL CATHOLIC CHURCH | |||||||
| 1386 S WEST END STREET | SPRINGDALE | AR | 72764 | NONE | RELIGIOUS | SUPPORT CHARITABLE ORGANIZATION | $2,000 |
| SPRINGDALE ANIMAL SHELTER | |||||||
| 201 SPRING STREET | SPRINGDALE | AR | 72764 | NONE | TAX EXEMPT | SUPPORT CHARITABLE ORGANIZATION | $1,000 |
| BLANK RANGE CAVALCADE BSA CHIHENNE RANCH | |||||||
| PO BOX 152 | WINSTON | NM | 879430152 | NONE | TAX EXEMPT | SUPPORT CHARITABLE ORGANIZATION | $2,000 |
| INTEGRIS GROVE HOSPITAL FOUNDATION | |||||||
| 1001 E 18TH STREET | GROVE | OK | 74344 | NONE | TAX EXEMPT | SUPPORT CHARITABLE ORGANIZATION | $1,000 |
| WOUNDED WARRIORS PROJECT | |||||||
| 499 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | TAX EXEMPT | SUPPORT CHARITABLE ORGANIZATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 26600 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,617 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,778 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,395 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18395 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| EQUITY SECURITIES | 305987 | 358689 |
| FIXED INCOME FUNDS | 151887 | 165585 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 37122 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 38709 | USGovtSecuritiesEOYFMV |