WHEAT FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WHEAT FOUNDATION INC (EIN 20-1416734)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201311289349100861
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T14:40:01-05:00 | 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 | HICKEY WOOD & ASSOCIATES CPAS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8029 CORPORATE CENTER DR STE 100 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28226 | 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 | 201416734 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHEAT FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHEA | NameControl |
| Phone | 7043623328 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 MAPESBURY LANE | AddressLine1 |
| City | WAXHAW | City |
| State | NC | State |
| ZIP Code | 281736855 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JASON M BECKERT | Name |
| Title | PRESIDENT | Title |
| Phone | 7043623328 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN J HICKEY CPA | Name |
| Phone | 7047591865 | Phone |
| Date Prepared | 2013-05-08 | 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 | 19712 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 533 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 1 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 102 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 102 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 102 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -1729 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 12811 | GrossSalesPrice |
| Total Revenue And Expenses | -1093 | TotalRevenueAndExpenses |
| Total Net Investment Income | 103 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 103 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 525 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 525 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 525 | AccountingFeesAdjNetIncm |
| Taxes Rev And Expnss | 80 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 80 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 80 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 95 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 95 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 95 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 700 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 700 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 700 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1700 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 700 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 700 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2793 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3883 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4308 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4308 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 16368 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 12150 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 15404 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 2000 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 2000 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 20251 | TotalAssetsBOY |
| Total Assets EOY | 16458 | TotalAssetsEOY |
| Total Assets EOYFMV | 19712 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 20251 | RetainedEarningsBOY |
| Retained Earnings EOY | 16458 | RetainedEarningsEOY |
| Total Net Assets BOY | 20251 | TotalNetAssetsBOY |
| Total Net Assets EOY | 16458 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 20251 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 16458 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 20251 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2793 | ExcessOfRevenueOverExpenses |
| Subtotal | 17458 | Subtotal |
| Other Decreases | 1000 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 16458 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 22430 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044583 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10839 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.092259 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11697 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.085492 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 12582 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.484820 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5200 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 16887 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.307929 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.015083 | TotalDistributionRatio |
| Average Distribution Ratio | 0.203017 | AverageDistributionRatio |
| Net Noncharitable Assets | 19393 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3937 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 3937 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
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 | NC | 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 | JASON M BECKERT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7049968258 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 MAPESBURY LANE | AddressLine1 |
| City | WAXHAW | City |
| State | NC | State |
| ZIP Code | 281736855 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JASON M BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 281736855 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MOLLY V BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 281736855 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 17605 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2083 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 19688 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 19688 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 295 | CashDeemedCharitable |
| Net Noncharitable Assets | 19393 | NetNoncharitableAssets |
| Minimum Investment Return | 970 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 970 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 970 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 970 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 970 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1000 | ExpensesAndContributions |
| Qualifying Distributions | 1000 | QualifyingDistributions |
| Adj Qualifying Distributions | 1000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 970 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 5162 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6100 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 415 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 458 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 12135 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1000 | QualifyingDistributions |
| Applied To Current Year | 970 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 30 | RemainingDistriFromCorpus |
| Total Corpus | 12165 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 5162 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7003 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6100 | ExcessFromYear4 |
| Excess From Year3 | 415 | ExcessFromYear3 |
| Excess From Year2 | 458 | ExcessFromYear2 |
| Excess From Current Year | 30 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST ANN CATHOLIC CHURCH | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3635 PARK ROAD | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 282094109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | EXEMPT | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | CHARITABLE DONATION | PurposeOfGrantOrContribution |
| Amount | $1,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 102 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -1729 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -1626 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -1626 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumber |
| Relationship Statement | MAKING CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS | RelationshipStatement |
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 | TAX PREPARATION | Category |
| Amount | $525 | Amount |
| Net Investment Income | 525 | NetInvestmentIncome |
| Adjusted Net Income | 525 | AdjustedNetIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| JASON M BECKERT |
| MOLLY V BECKERT |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (8 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| HEALTH MGMT ASOC | 2011-02 | PURCHASE | 2012-05 | 1227 | 1901 | -674 |
| HEALTH MGMT ASOC | 2011-02 | PURCHASE | 2012-05 | 1849 | 2851 | -1002 |
| HUNTINGTON BANC SHS INC MD | 2011-02 | PURCHASE | 2012-05 | 3021 | 3565 | -544 |
| TIMOTHY LG - MD CAP VAL A | 2010-05 | PURCHASE | 2012-06 | 1489 | 1197 | 292 |
| TIMOTHY PLAN LARGE MID | 2010-05 | PURCHASE | 2012-06 | 5 | 4 | 1 |
| TIMOTHY LG - MD CAP VAL A | 2011-12 | PURCHASE | 2012-06 | 6 | 6 | |
| AMERICAN AXLE & MFG HLDGS | 2012-06 | PURCHASE | 2012-12 | 1043 | 1002 | 41 |
| AMERICAN AXLE & MFG HLDGS | 2012-06 | PURCHASE | 2012-12 | 4171 | 4014 | 157 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| HEALTH MGMT | 4772 | 4793 |
| ULTRATECH INC | 503 | 1044 |
| HUNTINTON BANC | ||
| TIMOTHY PLAN LARGE MID | 6875 | 9567 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ORGANIZATIONAL COST | CategoryOrItem |
| Cost Or Other Basis | 2000 | CostOrOtherBasis |
| Accumulated Depreciation | 2000 | AccumulatedDepreciation |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2011 CHARITABLE CONTRIBUTION CLEARED IN 2012 | Description |
| Amount | $1,000 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| EXPENSES | |||
| ANNUAL BROKER FEE | 65 | 65 | 65 |
| ADVERTISING | 30 | 30 | 30 |
| NET ORGANIZATIONAL COST |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | Category |
| Amount | $80 | Amount |
| Net Investment Income | 80 | NetInvestmentIncome |
| Adjusted Net Income | 80 | AdjustedNetIncome |