CALVANESE FAMILY FOUNDATION TRUST D TD: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CALVANESE FAMILY FOUNDATION TRUST D TD (EIN 65-6230833)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-02-22
- IRS object ID
- 201310539349100211
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-22T14:35:14-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4099 TAMIAMI TRAIL N STE 300 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | 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 | 656230833 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVANESE FAMILY FOUNDATION CO LARSONALLEN LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALV | NameControl |
| Phone | 2392628686 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4099 TAMIAMI TRAIL NORTH SUITE 200 | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS A CALVANESE | Name |
| Title | MANAGING TRUSTEE | Title |
| Phone | 2392628686 | Phone |
| Date Signed | 2013-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT DIBENEDETTO CPA | Name |
| PTIN | P01310270 | PTIN |
| Phone | 2392628686 | Phone |
| Date Prepared | 2013-02-11 | DatePrepared |
| 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 | 287515 | 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 | 4287 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4287 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4287 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4287 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 8000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 4000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 4000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 143 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9643 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5500 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25643 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5500 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 20000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -21356 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 33394 | CashBOY |
| Cash EOY | 12189 | CashEOY |
| Cash EOYFMV | 12189 | CashEOYFMV |
| Investments Corp Stock BOY | 85 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 77 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 275326 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 33479 | TotalAssetsBOY |
| Total Assets EOY | 12266 | TotalAssetsEOY |
| Total Assets EOYFMV | 287515 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 143 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 143 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 33479 | RetainedEarningsBOY |
| Retained Earnings EOY | 12123 | RetainedEarningsEOY |
| Total Net Assets BOY | 33479 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12123 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 33479 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12266 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 33479 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -21356 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 12123 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 12123 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 34182 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 251625 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.135845 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15128 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 251831 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060072 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 12935 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 273797 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047243 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 13600 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 338686 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040155 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 36950 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 485119 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.076167 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.359482 | TotalDistributionRatio |
| Average Distribution Ratio | 0.071896 | AverageDistributionRatio |
| Net Noncharitable Assets | 263651 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 18955 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 18955 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 20000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 400 | TotalCreditsAndPayments |
| Overpayment | 400 | Overpayment |
| Amount Credited To Next Year | 400 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MR DENNIS CALVANESE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2392628686 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CLIFTONLARSONALLEN 4099 TAMIAMI | AddressLine1 |
| Address Line2 | TRAIL | AddressLine2 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS A CALVANESE | ||||||||
| 5555 HERON POINT | NAPLES | FL | 34102 | MGR. TRUSTEE | 5.00 | 0 | 0 | 0 |
| AMY CALVANESE | ||||||||
| 132 E DELAWARE PLACE APT 5802 | CHICAGO | IL | 60611 | DIRECTOR | 1.00 | 2000 | 0 | 0 |
| BART CALVANESE | ||||||||
| 65 CHESTNUT AVE | CLARENDON HILLS | IL | 60514 | DIRECTOR | 1.00 | 2000 | 0 | 0 |
| MICHELE CALVANESE | ||||||||
| 550 W FULTON STREET APT 607 | CHICAGO | IL | 60661 | DIRECTOR | 1.00 | 2000 | 0 | 0 |
| PAXTON CALVANESE | ||||||||
| 214 FOURTH STREET | DOWNERS GROVE | IL | 60515 | DIRECTOR | 1.00 | 2000 | 0 | 0 |
| SANDRA J CALVANESE | ||||||||
| 5555 HERON POINT | NAPLES | FL | 34102 | DIRECTOR | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 244874 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22792 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 267666 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 267666 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4015 | CashDeemedCharitable |
| Net Noncharitable Assets | 263651 | NetNoncharitableAssets |
| Minimum Investment Return | 13183 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 13183 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 13183 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 13183 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 13183 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 20000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 20000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 20000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 13183 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 13788 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 3056 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 22367 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 39211 | TotalExcessDistriCarryover |
| Qualifying Distributions | 20000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 13183 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 6817 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 46028 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 13788 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 32240 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 3056 | ExcessFromYear2 |
| Excess From Year1 | 22367 | ExcessFromYear1 |
| Excess From Current Year | 6817 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | 501 (C) (3) | OPERATIONS | $1,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 200 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | 501 (C) (3) | OPERATIONS | $1,000 |
| NAPLES PHILHARMONIC CENTER FOR THE ARTS | |||||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | NONE | 501 (C) (3) | OPERATIONS | $6,000 |
| RAVINA FESTIVAL | |||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | 501 (C) (3) | OPERATIONS | $6,000 |
| HILLEL | |||||||
| 800 8TH STREET NORTHWEST | WASHINGTON | DC | 20001 | NONE | 501 (C) (3) | OPERATIONS | $1,000 |
| FOUNDATION FOR TEACHING ECONOMICS | |||||||
| 260 RUSSEL BOULEVARD SUITE B | DAVIS | CA | 95616 | NONE | 501 (C) (3) | OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,287 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,287 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4287 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENT IN SECURITIES | NameOfStock |
| EOY Book Value | 77 | EOYBookValue |
| EOYFMV | 275326 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID - ACTUAL | Category |
| Amount | $143 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |