J W BARNETT JR FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- J W BARNETT JR FAMILY FOUNDATION (EIN 64-0867006)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201331299349101348
- 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
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T16:00:43-05:00 | 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 | HOLT & ASSOCIATES PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 226 | AddressLine1 |
| City | LAUREL | City |
| State | MS | State |
| ZIP Code | 394410226 | 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 | 640867006 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JW BARNETT JR FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JWBA | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3429 OLD BAY SPRINGS ROAD | AddressLine1 |
| City | LAUREL | City |
| State | MS | State |
| ZIP Code | 39440 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIM KNOX | Name |
| Title | TREASURER | Title |
| Date Signed | 2013-03-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID DILL | Name |
| Phone | 6016493000 | Phone |
| Date Prepared | 2013-05-03 | 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 | 413749 | 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 | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Adj Net Incm | 5 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 9900 | DividendsRevAndExpnss |
| Dividends Adj Net Incm | 9900 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 4284 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 107000 | GrossSalesPrice |
| Total Revenue And Expenses | 14189 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 9905 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 10755 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 350 | AccountingFeesRevAndExpnss |
| Other Expenses Rev And Expnss | 325 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 11430 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 94783 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 94783 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 106213 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 94783 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -92024 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 9905 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7533 | CashBOY |
| Cash EOY | 8351 | CashEOY |
| Cash EOYFMV | 8351 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 278501 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 185660 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 405398 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 286034 | TotalAssetsBOY |
| Total Assets EOY | 194011 | TotalAssetsEOY |
| Total Assets EOYFMV | 413749 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 286035 | UnrestrictedBOY |
| Unrestricted EOY | 194011 | UnrestrictedEOY |
| Total Net Assets BOY | 286035 | TotalNetAssetsBOY |
| Total Net Assets EOY | 194011 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 286035 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 194011 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 286035 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -92024 | ExcessOfRevenueOverExpenses |
| Subtotal | 194011 | Subtotal |
| Total Net Assets Fund Balances EOY | 194011 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 88417 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 55733 | QualifyingDistributionsYear2 |
| Qualifying Distributions Year3 | 66628 | QualifyingDistributionsYear3 |
| Qualifying Distributions Year4 | 75523 | QualifyingDistributionsYear4 |
| Qualifying Distributions Year5 | 81972 | QualifyingDistributionsYear5 |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 94783 | 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 |
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 |
| 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 |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KIM KNOX | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6016497687 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 DOGWOOD TRAIL | AddressLine1 |
| City | LAUREL | City |
| State | MS | State |
| ZIP Code | 39443 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LEE L BARNETT | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39443 | DIRECTOR | 3.00 | 2151 | 0 | 0 |
| AMY GONZALEZ | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39443 | DIRECTOR | 3.00 | 2151 | 0 | 0 |
| LARRY LAURENDINE | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39443 | DIRECTOR | 3.00 | 2151 | 0 | 0 |
| KIM KNOX | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39443 | DIRECTOR | 3.00 | 2151 | 0 | 0 |
| VICKI SMITH | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39443 | DIRECTOR | 3.00 | 2151 | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 94783 | ExpensesAndContributions |
| Qualifying Distributions | 94783 | QualifyingDistributions |
| Adj Qualifying Distributions | 94783 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 79180 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 75523 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 66628 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 55733 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 88417 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 365481 | TotalExcessDistriCarryover |
| Qualifying Distributions | 94783 | QualifyingDistributions |
| Remaining Distri From Corpus | 94783 | RemainingDistriFromCorpus |
| Total Corpus | 460264 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 79180 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 381084 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 75523 | ExcessFromYear4 |
| Excess From Year3 | 66628 | ExcessFromYear3 |
| Excess From Year2 | 55733 | ExcessFromYear2 |
| Excess From Year1 | 88417 | ExcessFromYear1 |
| Excess From Current Year | 94783 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 401 W OAK ST | 401 W OAK ST | LAUREL | MS | 39440 | SPONSORSHIP | $1,200 |
| CAMPUS CRUSADE FOR CHRIST | ||||||
| PO BOX 628222 | PO BOX 628222 | ORLANDO | FL | 32862 | SPONSORSHIP | $3,600 |
| CHRISTIAN FOOD MISSION | ||||||
| PO BOX 2422 | PO BOX 2422 | LAUREL | MS | 39440 | SPONSORSHIP | $6,000 |
| CLAIRE BOOTHE LUCE PO | ||||||
| 112 ELDEN ST STE P | 112 ELDEN ST STE P | HERNDON | VA | 20170 | SPONSORSHIP | $1,200 |
| COMPASSION INTERNATIONAL | ||||||
| 12290 VOYAGER PARKWAY | 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80997 | SPONSORSHIP | $2,443 |
| TRUTH IN ACTION MINISTRIES | ||||||
| PO BOX 40 | PO BOX 40 | FT LAUDERDALE | FL | 33302 | SPONSORSHIP | $1,200 |
| COVENANT PRESBYTERIAN CHU | ||||||
| 1317 PARKER DR | 1317 PARKER DR | LAUREL | MS | 39440 | SPONSORSHIP | $1,200 |
| CENTER FOR PREGNANCY CHOICES | ||||||
| PO BOX 4044 | PO BOX 4044 | LAUREL | MS | 39441 | SPONSORSHIP | $6,600 |
| FISHER HOUSE | ||||||
| 1401 ROCKVILLE PIKE STE | 1401 ROCKVILLE PIKE STE | ROCKVILLE | MD | 20852 | SPONSORSHIP | $7,400 |
| FRENCH CAMP ACADEMY | ||||||
| ONE FINE PLACE | ONE FINE PLACE | FRENCH CAMP | MS | 39745 | SPONSORSHIP | $3,600 |
| IMPACT MISSIONS | ||||||
| PO BOX 1406 | PO BOX 1406 | HOLLAND | MI | 494221406 | SPONSORSHIP | $5,000 |
| LAUREL CHRISTIAN SCHOOL | ||||||
| 2601 AUDOBON DR | 2601 AUDOBON DR | LAUREL | MS | 39440 | SPONSORSHIP | $25,000 |
| LAUREN ROGERS MUSEUM OF ART | ||||||
| PO BOX 1108 | PO BOX 1108 | LAUREL | MS | 394411108 | SPONSORSHIP | $6,000 |
| LIGONIER MINISTRIES | ||||||
| PO BOX 863595 | PO BOX 863595 | ORLANDO | FL | 32886 | SPONSORSHIP | $1,200 |
| PALMER HOME FOR CHILDREN | ||||||
| PO BOX 746 | PO BOX 746 | COLUMBUS | MS | 39703 | SPONSORSHIP | $1,200 |
| SALVATION ARMY | ||||||
| 205 N 13TH AVE | 205 N 13TH AVE | LAUREL | MS | 39440 | SPONSORSHIP | $3,400 |
| SPECIAL OLYMPICS | ||||||
| 15 OLYMPIC WAY | 15 OLYMPIC WAY | MADISON | MS | 39110 | SPONSORSHIP | $540 |
| ST JUDE'S CHILDREN'S HOS | ||||||
| 501 ST JUDE PLACE | 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | SPONSORSHIP | $2,400 |
| THE SMILE TRAIN | ||||||
| 245 FIFTH AVEN STE 2201 | 245 FIFTH AVEN STE 2201 | NEW YORK | NY | 10016 | SPONSORSHIP | $6,000 |
| FRIENDS OF THE JONES COUNTY LIBRARI | ||||||
| 530 COMMERCE STREET | 530 COMMERCE STREET | LAUREL | MS | 39440 | SPONSORSHIP | $500 |
| USM FOUNDATION | ||||||
| 118 COLLEGE DRIVE 5210 | 118 COLLEGE DRIVE 5210 | HATTIESBURG | MS | 39406 | SPONSORSHIP | $4,000 |
| SETH HARRIS CHILDHOOD CANCER FOUNDA | ||||||
| PO BOX 1286 | PO BOX 1286 | BAY SPRINGS | MS | 39422 | SPONSORSHIP | $100 |
| LAUREL MAIN STREET | ||||||
| 409 OAK STREET SUITE 204 | 409 OAK STREET STUITE 20 | LAUREL | MS | 39440 | SPONSORSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 94783 | 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 | $5 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,900 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4284 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,905 | ExclusionAmount |
| Related Or Exempt Function Income | 4284 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14189 | 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 | INDIRECT ACCOUNTING FEES | Category |
| Amount | $350 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| LEE L BARNETT |
| AMY GONZALEZ |
| LARRY LAURENDINE |
| KIM KNOX |
| VICKI SMITH |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD JONES | Name |
| Date Acquired | 2008-06 | DateAcquired |
| How Acquired | PURCHASE | HowAcquired |
| Date Sold | 2012-06 | DateSold |
| Gross Sales Price | 107000 | GrossSalesPrice |
| Basis | 102716 | Basis |
| Total Net | 4284 | TotalNet |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| BANK FEES | 154 |
| POSTAGE | 45 |
| FEES | 100 |
| OFFICE SUPPLIES | 26 |