HIGLEY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HIGLEY FOUNDATION INC (EIN 20-0217792)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-07
- IRS object ID
- 201341279349100034
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T13:19:13-07:00 | 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 | Piaker & Lyons PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 190 5862 County Rd 32 | AddressLine1 |
| City | Norwich | City |
| State | NY | State |
| ZIP Code | 13815 | 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 | 200217792 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HIGLEY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIGL | NameControl |
| Phone | 6073344292 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 62 | AddressLine1 |
| City | NORWICH | City |
| State | NY | State |
| ZIP Code | 13815 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STERLING F HIGLEY | Name |
| Title | Trustee | Title |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROY E FULLER CPA | Name |
| PTIN | P00005268 | PTIN |
| Phone | 6073368908 | Phone |
| 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 | 220564 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 26188 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12373 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12373 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 647 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 26835 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 647 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 39210 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13022 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 460 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 460 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 93 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 50 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 603 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 510 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 7526 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 7526 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 8129 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 8036 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 31081 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13022 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4033 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1112 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1112 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 167007 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 201009 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 219452 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 171040 | TotalAssetsBOY |
| Total Assets EOY | 202121 | TotalAssetsEOY |
| Total Assets EOYFMV | 220564 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 1 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 171039 | UnrestrictedBOY |
| Unrestricted EOY | 202120 | UnrestrictedEOY |
| Total Net Assets BOY | 171039 | TotalNetAssetsBOY |
| Total Net Assets EOY | 202120 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 171040 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 202121 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 171039 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 31081 | ExcessOfRevenueOverExpenses |
| Subtotal | 202120 | Subtotal |
| Total Net Assets Fund Balances EOY | 202120 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 410 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 647 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 237 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7434 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 162576 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04573 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5469 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 152618 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.03584 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6598 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 113934 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05791 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3396 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 128017 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.02653 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1250 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 91907 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.01360 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.17960 | TotalDistributionRatio |
| Average Distribution Ratio | 0.03592 | AverageDistributionRatio |
| Net Noncharitable Assets | 181545 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6521 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 130 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6651 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 8036 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 130 | InvestmentIncomeExciseTax |
| Subtotal | 130 | Subtotal |
| Tax Based On Investment Income | 130 | TaxBasedOnInvestmentIncome |
| Tax Due | 130 | TaxDue |
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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | 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 | STERLING F HIGLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6073344292 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 62 | AddressLine1 |
| City | NORWICH | City |
| State | NY | State |
| ZIP Code | 13815 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| JESSICA C THOMPSON | ||||||
| PO BOX 62 | NORWICH | NY | 13815 | Trustee | 0.00 | 0 |
| RICHARD M RUNYON | ||||||
| 155 N BROAD STREET | NORWICH | NY | 13815 | Trustee | 0.00 | 0 |
| ROY E FULLER | ||||||
| 117 THOMPSON ROAD | NORWICH | NY | 13815 | Trustee | 0.00 | 0 |
| STERLING F HIGLEY | ||||||
| 10 WALES DRIVE PO BOX 62 | NORWICH | NY | 13815 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 179792 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4518 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 184310 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 184310 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2765 | CashDeemedCharitable |
| Net Noncharitable Assets | 181545 | NetNoncharitableAssets |
| Minimum Investment Return | 9077 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9077 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 130 | TaxBasedOnInvestmentIncome |
| Total Tax | 130 | TotalTax |
| Distributable Amount Before Adj | 8947 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 8947 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 8947 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 8036 | ExpensesAndContributions |
| Qualifying Distributions | 8036 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 130 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 7906 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 8947 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 7526 | UndistributedIncomePriorYear |
| Qualifying Distributions | 8036 | QualifyingDistributions |
| Applied To Year1 | 7526 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 510 | AppliedToCurrentYear |
| Undistributed Income CY | 8437 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STERLING F HIGLEY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NORWICH CATHOLIC COMMUNITY SOUP KIT | |||||||
| 81 E MAIN STREET | NORWICH | NY | 13815 | NONE | 509A1 | SOUP KITCHEN | $1,000 |
| ST PAUL'S CHURCH | |||||||
| 34 EAST MAIN STREET | OXFORD | NY | 13830 | NONE | 509A1 | TASTE AND SEE SOUP KITCHEN | $2,026 |
| OUR DAILY BREAD FOOD CLOSET | |||||||
| PO BOX 203 | NORWICH | NY | 13815 | NONE | 509A1 | FOOD PANTRY | $2,250 |
| CATHOLIC CHARITIES OF CHENANGO COUN | |||||||
| 32 BERRY ST | NORWICH | NY | 13815 | NONE | 509A1 | FOOD PANTRY | $2,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 7526 | 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 | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,373 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $647 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,022 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13022 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | STERLING HIGLEY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WALES DRIVE PO BOX 62 | AddressLine1 |
| City | NORWICH | City |
| State | NY | State |
| ZIP Code | 13815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 26188 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 800 SHARES OF LOEWS CORPORATION STOCK | NoncashPropertyDescription |
| Fair Market Value | 26188 | FairMarketValue |
| Date Received | 2012-11-01 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PIAKER & LYONS PC | Category |
| Amount | $460 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 460 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALERIAN MLP 1600SHS | 26822 | 25520 |
| 2800 DEUTSCHE BANK 7.60 02/20/2018 | 63373 | 75432 |
| 2000 WELL FARGO & CO 8% PFD 12/15/17 | 50000 | 58700 |
| 2600 ROYAL BK SCOTLAND 6.60% PFD | 60814 | 59800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NYS FEE | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 50 | DisbursementsCharitablePrps |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| BOY Book Value | 1 | BOYBookValue |
| EOY Book Value | 1 | EOYBookValue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2011 990 | Category |
| Amount | $93 | Amount |