EVANS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EVANS FOUNDATION (EIN 13-3178754)
- Tax period
- 2012-02-01 to 2013-01-31
- Filed
- 2013-10-11
- IRS object ID
- 201312849349100501
- 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 Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-11T08:45:18-07:00 | Timestamp |
| Tax Period End Date | 2013-01-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD F TONGE C P A | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3211 EDGMONT AVE | AddressLine1 |
| City | BROOKHAVEN | City |
| State | PA | State |
| ZIP Code | 19015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-02-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133178754 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EVAN | NameControl |
| Phone | 6105665800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH OLIVE STREET PO BOX 258 | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN SEITS | Name |
| Title | PRESIDENT | Title |
| Phone | 6105665800 | Phone |
| Date Signed | 2013-04-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD F TONGE | Name |
| Phone | 6108726187 | Phone |
| Date Prepared | 2013-10-11 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 806834 | 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 |
| Interest On Savings Rev And Expnss | 159 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 159 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 32764 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32764 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 32923 | TotalRevenueAndExpenses |
| Total Net Investment Income | 32923 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 22500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 18000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 4500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 23956 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 19165 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 4791 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 169 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 169 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 49125 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 39334 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 9791 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 10355 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 10355 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 59480 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 39334 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 20146 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -26557 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4812 | CashBOY |
| Cash EOY | 27560 | CashEOY |
| Cash EOYFMV | 27560 | CashEOYFMV |
| Investments Other BOY | 806731 | InvestmentsOtherBOY |
| Investments Other EOY | 809315 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 779274 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 2500 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 2500 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment EOY | 0 | LandBuildingAndEquipmentEOY |
| Total Assets BOY | 811543 | TotalAssetsBOY |
| Total Assets EOY | 836875 | TotalAssetsEOY |
| Total Assets EOYFMV | 806834 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 811543 | UnrestrictedBOY |
| Unrestricted EOY | 836875 | UnrestrictedEOY |
| Total Net Assets BOY | 811543 | TotalNetAssetsBOY |
| Total Net Assets EOY | 836875 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 811543 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 836875 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 811543 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -26557 | ExcessOfRevenueOverExpenses |
| Other Increases | 51889 | OtherIncreases |
| Subtotal | 836875 | Subtotal |
| Total Net Assets Fund Balances EOY | 836875 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 40089 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 811543 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049398 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 29705 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 866958 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.034263 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 32975 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 819554 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.040235 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 92555 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1307918 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.070765 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 94003 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1651345 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056925 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.251586 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050317 | AverageDistributionRatio |
| Net Noncharitable Assets | 827405 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 41633 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 41633 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 20146 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 220 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 220 | TotalCreditsAndPayments |
| Original Return Overpayment | -220 | OriginalReturnOverpayment |
| Overpayment | 220 | Overpayment |
| Amount Credited To Next Year | 220 | 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 | PA | 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 | false | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MEGAN ZAVAWSKI | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6105665800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH OLIVE STREET PO BOX 258 | AddressLine1 |
| City | MEDIA | City |
| State | PA | State |
| ZIP Code | 19063 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN P SEITS | ||||||||
| 225 NORTH OLIVE STREET PO BOX 258 | MEDIA | PA | 19063 | President | 1.00 | 7500 | 0 | 0 |
| MEGAN E ZAVAWSKI | ||||||||
| 225 NORTH OLIVE STREET PO BOX 258 | MEDIA | PA | 19063 | V President | 1.00 | 10000 | 0 | 0 |
| JOY BRENNAN | ||||||||
| 225 NORTH OLIVE STREET PO BOX 258 | MEDIA | PA | 19063 | Director | 1.00 | 2500 | 0 | 0 |
| KELLI J CZAJKOWSKI | ||||||||
| 1495 ARGYLE ROAD | BERWYN | PA | 19312 | Secy/Treas | 1.00 | 2500 | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH SILVERMAN | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MARKET STREET | AddressLine1 |
| City | PHILADELPHIA PA | City |
| State | PA | State |
| ZIP Code | 19104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | Legal Services | TypeOfService |
| Compensation | 110000 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 781132 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 58873 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 840005 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 840005 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12600 | CashDeemedCharitable |
| Net Noncharitable Assets | 827405 | NetNoncharitableAssets |
| Minimum Investment Return | 41370 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 41370 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 41370 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 41370 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 41370 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 20146 | ExpensesAndContributions |
| Qualifying Distributions | 20146 | QualifyingDistributions |
| Adj Qualifying Distributions | 20146 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 41370 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 40089 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 40089 | TotalExcessDistriCarryover |
| Qualifying Distributions | 20146 | QualifyingDistributions |
| Remaining Distri From Corpus | 20146 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 40089 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 40089 | ExcessDistriCyovAppliedCY |
| Total Corpus | 20146 | TotalCorpus |
| Undistributed Income CY | 1281 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 20146 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 20146 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| STARFINDER FOUNDATION | ||||||
| 4105 MAIN STREET | PHILADELPHIA | PA | 19147 | Unknown | None Specified | $700 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVENUE | DALAS | TX | 75231 | Unknown | None Specified | $140 |
| AVALON RECREATION DEPT | ||||||
| 8TH STREET | AVALON | NJ | 08202 | Unknown | None Specified | $2,700 |
| GETTYSBURG COLLEGE | ||||||
| COLLEGE CAMPUS | GETTYSBURG | PA | 17325 | Unknown | None Specified | $870 |
| SEA ISLE RECREATION DEPT | ||||||
| PO BOX 1 | SEA ISLE CITY | NJ | 08243 | Unknown | None Specified | $1,000 |
| RADNOR EDUCATION FOUNDATION | ||||||
| 354 W LANCASTER AVE | RADNOR | PA | 19131 | Unknown | None Specified | $500 |
| ST JOSEPHS UNIVERSITY | ||||||
| 5400 CITY LINE AVE | PHILADELPHIA | PA | 19131 | Unknown | None Specified | $3,000 |
| THE HAVERFORD SCHOOL | ||||||
| 450 LANCASTER AVENUE | HAVERFORD | PA | 19041 | Unknown | None Specified | $100 |
| MISCELLANEOUS | ||||||
| VARIOUS | VARIOUS | PA | 00000 | Unknown | None Specified | $1,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 10355 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $159 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,764 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,923 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32923 | 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 | Donald F. Tonge Tax Return Preparation | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 2000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 500 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (13 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| Arcelormittal SA Luxembourg | 29400 | 34940 |
| BP PLC SPONS ADR | 68865 | 62460 |
| Hewlett Packard Co | 13990 | 7125 |
| D uPont DeNemours | 54725 | 49476 |
| Lowes Co | 101954 | 67488 |
| Mantech Intl Corp | 63270 | 15564 |
| Intel Corp | 52143 | 43302 |
| Microsoft Corp | 64966 | 80129 |
| Neutral Tandem Inc | 49160 | 10280 |
| Kohls Corp | 44650 | 42980 |
| Pfizer Inc | 62175 | 62698 |
| Rio Tinto PLC | 30230 | 29045 |
| Other | 173787 | 273787 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItem |
| Cost Or Other Basis | 2500 | CostOrOtherBasis |
| Accumulated Depreciation | 2500 | AccumulatedDepreciation |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| James Brennan Legal Fee | $5,000 | 4000 | 1000 |
| Cozen and O'Connor Legal Fee | $18,956 | 15165 | 3791 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Adjustment for Claw Back | Description |
| Amount | $51,889 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | Category |
| Amount | $169 | Amount |
| Net Investment Income | 169 | NetInvestmentIncome |