SYMONDS FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SYMONDS FAMILY FOUNDATION INC (EIN 36-7380980)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201341309349100434
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T18:39:56-04:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134297440 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA A HENSON CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1166 CARMEL CIRCLE APT 220 | AddressLine1 |
| City | CASSELBERRY | City |
| State | FL | State |
| ZIP Code | 327076455 | 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 | 367380980 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYMONDS FAMILY FDN 4025894681 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SYMO | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 PALM LANE | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E ROGERS | Name |
| Title | PRESIDENT | Title |
| Phone | 4078946529 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA A HENSON | Name |
| PTIN | P00071096 | PTIN |
| Phone | 4076733450 | Phone |
| Date Prepared | 2013-05-10 | 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 | 1081591 | 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 | 13137 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13137 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3544 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3544 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1264 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 170017 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1097 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 17945 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17778 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 16092 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 16112 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 123 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 123 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 5053 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 5053 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 21268 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 21288 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 38900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 38900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 60168 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 60188 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -42223 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17778 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10752 | CashBOY |
| Cash EOY | 33353 | CashEOY |
| Cash EOYFMV | 33353 | CashEOYFMV |
| Investments Corp Stock BOY | 1069276 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1004452 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1048238 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1080028 | TotalAssetsBOY |
| Total Assets EOY | 1037805 | TotalAssetsEOY |
| Total Assets EOYFMV | 1081591 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1080028 | RetainedEarningsBOY |
| Retained Earnings EOY | 1037805 | RetainedEarningsEOY |
| Total Net Assets BOY | 1080028 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1037805 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1080028 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1037805 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1080028 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -42223 | ExcessOfRevenueOverExpenses |
| Subtotal | 1037805 | Subtotal |
| Total Net Assets Fund Balances EOY | 1037805 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | FIDELITY CAPITAL GAIN DISTRIBUTIONS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2010-01-02 | DateAcquired |
| Date Sold | 2012-12-31 | DateSold |
| Gross Sales Price | 1097 | GrossSalesPrice |
| Gain Or Loss | 1097 | GainOrLoss |
| Gains Minus Excess Or Losses | 1097 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1097 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 57178 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1039290 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055016 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 56299 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 897282 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062744 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 38626 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 714875 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054032 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 40180 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 785479 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051153 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 24787 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 495734 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050001 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.272946 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054589 | AverageDistributionRatio |
| Net Noncharitable Assets | 1013323 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 55316 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 178 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55494 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 60188 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 178 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 178 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 178 | TaxBasedOnInvestmentIncome |
| Tax Due | 178 | 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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | 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 |
| Books In Care Of Person Name | WILLIAM E ROGERS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4078946529 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 PALM LANE | AddressLine1 |
| City | ORLANDO | City |
| State | FL | State |
| ZIP Code | 32803 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E ROGERS | ||||||||
| 2021 PALM LANE | ORLANDO | FL | 32803 | PRESIDENTTREASURER | 1.00 | 0 | 0 | 0 |
| JAMES ROGERS | ||||||||
| 358 HUDSON ST | REDWOOD CITY | CA | 94062 | VP | 0.00 | 0 | 0 | 0 |
| LOUISE FRENCH | ||||||||
| 1927 GREEN MEADOW LANE | ORLANDO | FL | 32825 | SECRETARY | 0.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HIGH POINT UNIVERSITY - MUSIC PROGRAM WINTER PARK HIGH SCHOOL - MUSIC PROGRAM | Description1 |
| Expenses1 | 15700 | Expenses1 |
| Description2 | MUSIC MINSTRIES - CENTRAL COAST CHILDRENS CHOIR OUR LADY OF MT CARMEL CHURCH FIRST BAPTIST CHURCH OF PINE CASTLE | Description2 |
| Expenses2 | 15200 | Expenses2 |
| Description3 | COMPASSION CORNER MINISTRY TASTE OF COMPASSION | Description3 |
| Expenses3 | 1000 | Expenses3 |
| Description4 | WORLD MISSIONS & EVANGELISM INC GRACE MEDICAL HOME MT VERNON NAZARENE UNIVERSITY | Description4 |
| Expenses4 | 7000 | Expenses4 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1013323 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37328 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1050651 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1050651 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 37328 | CashDeemedCharitable |
| Net Noncharitable Assets | 1013323 | NetNoncharitableAssets |
| Minimum Investment Return | 50666 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 50666 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 178 | TaxBasedOnInvestmentIncome |
| Total Tax | 178 | TotalTax |
| Distributable Amount Before Adj | 50488 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 50488 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 50488 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 60188 | ExpensesAndContributions |
| Qualifying Distributions | 60188 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 178 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 60010 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 50488 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 1323 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1811 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 11452 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 5552 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 20138 | TotalExcessDistriCarryover |
| Qualifying Distributions | 60188 | QualifyingDistributions |
| Applied To Current Year | 50488 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9700 | RemainingDistriFromCorpus |
| Total Corpus | 29838 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 29838 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1323 | ExcessFromYear4 |
| Excess From Year3 | 1811 | ExcessFromYear3 |
| Excess From Year2 | 11452 | ExcessFromYear2 |
| Excess From Year1 | 5552 | ExcessFromYear1 |
| Excess From Current Year | 9700 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| 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 RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CENTRAL COAST CHILDRENS CHOIR | ||||||
| PO BOX 15757 | San Luis Obispo | CA | 93406 | NONE | MUSIC PROGRAM | $8,000 |
| OUR LADY OF MT CARMEL CHURCH | ||||||
| 300 FULTON ST | Redwood City | CA | 940621698 | NONE | MUSIC MINISTRY | $5,000 |
| WINTER PARK HIGH SCHOOL | ||||||
| 2100 SUMMERFIELD RD | Winter Park | FL | 32792 | NONE | TYLER RUSH MEMORIAL FOUND AND WPHS FOUNDATION | $3,700 |
| WORLD MISSIONS and EVANGELISM | ||||||
| PO BOX 790 | Benton | KY | 42025 | NONE | EVANGELISM | $3,000 |
| FIRST BAPTIST CHURCH PINE CAST | ||||||
| 1001 HOFFNER AVE | Orlando | FL | 32809 | NONE | LANGUAGE MINISTRY AND BUILDING FUND | $2,200 |
| COMPASSION CORNER MINISTRY | ||||||
| 427 N MAGNOLIA AVE STE B | Orlando | FL | 32801 | NONE | MINISTRY | $1,000 |
| GRACE MEDICAL HOME | ||||||
| 51 PENNSYLVANIA ST | Orlando | FL | 32806 | NONE | MEDICAL ASSISTANCE FOR FINANCIALLY NEEDY PATIENTS | $2,000 |
| HIGH POINT UNIVERSITY | ||||||
| 833 MONTLIEU AVE | High Point | NC | 27262 | NONE | MUSIC DEPARTMENT | $12,000 |
| MT VERNON NAZARENE UNIVERSITY | ||||||
| 800 MARTINSBURG RD | Mount Vernon | OH | 43050 | NONE | MISSIONARY TRIP | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 38900 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $13,137 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $3,544 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $16,681 | UnrelatedBusinessIncomeAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16681 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Sales ExpenseSalesExpense | Total NetTotalNet | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|---|---|---|---|---|---|
| VARIOUS FIDELITY SECURITIES ST | 2012-02 | PURCHASE | 2012-12 | 10508 | 10173 | 0 | 335 | 0 |
| VARIOUS FIDELITY SECURITES LT | 2009-06 | PURCHASE | 2012-12 | 158412 | 158580 | 0 | -168 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VARIOUS STOCKS | NameOfStock |
| EOY Book Value | 1004452 | EOYBookValue |
| EOYFMV | 1048238 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $13,872 | 0 | 0 | 13892 |
| ACCOUNTING | $920 | 0 | 0 | 920 |
| LINCOLN FINANCIAL FEE | $1,300 | 0 | 0 | 1300 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FL ANNUAL FEE 2011-2012 | Category |
| Amount | $123 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 123 | DisbursementsCharitablePrps |