CHRISTOPHER JOHNSON MCCANDLESSMEMORIAL FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTOPHER JOHNSON MCCANDLESSMEMORIAL FOUNDATION INC (EIN 20-5772157)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201341349349101619
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T11:10:58-07:00 | 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 | YOCKEY & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 E MAIN STREET SUITE 400 | AddressLine1 |
| City | NORFOLK | City |
| State | VA | State |
| ZIP Code | 235101647 | 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 | 205772157 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christopher Johnson McCandless | BusinessNameLine1 |
| Business Name Line2 | Memorial Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHRI | NameControl |
| Phone | 7574371058 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 66059 | AddressLine1 |
| City | Virginia Beach | City |
| State | VA | State |
| ZIP Code | 23466 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Samuel W McCandless Jr | Name |
| Title | Director | Title |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patrick S Yockey CPA | Name |
| PTIN | P01026508 | PTIN |
| Phone | 7572164634 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 678818 | 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 | 3268 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3268 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 3268 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 22268 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22268 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 22268 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -2663 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 504579 | GrossSalesPrice |
| Net STCG Adj Net Incm | 1925 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 100406 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 123279 | TotalRevenueAndExpenses |
| Total Net Investment Income | 25536 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 27461 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 172 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 12870 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 37690 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6618 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 6618 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 50732 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6618 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 6618 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42189 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42189 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 92921 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6618 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 6618 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 42189 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 30358 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18918 | NetInvestmentIncome |
| Adjusted Net Income | 20843 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 97033 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 24334 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 24334 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 532083 | InvestmentsOtherBOY |
| Investments Other EOY | 635140 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 654484 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 629116 | TotalAssetsBOY |
| Total Assets EOY | 659474 | TotalAssetsEOY |
| Total Assets EOYFMV | 678818 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 629116 | CapitalStockBOY |
| Capital Stock EOY | 659474 | CapitalStockEOY |
| Total Net Assets BOY | 629116 | TotalNetAssetsBOY |
| Total Net Assets EOY | 659474 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 629116 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 659474 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 629116 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 30358 | ExcessOfRevenueOverExpenses |
| Subtotal | 659474 | Subtotal |
| Total Net Assets Fund Balances EOY | 659474 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2663 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1925 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 40592 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 587544 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06909 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 45287 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 698903 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06480 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 45196 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 660805 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06840 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 31978 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 519016 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06161 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 22099 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 498100 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04437 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.30826 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06165 | AverageDistributionRatio |
| Net Noncharitable Assets | 654142 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 40329 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 189 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 40518 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42189 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 189 | InvestmentIncomeExciseTax |
| Subtotal | 189 | Subtotal |
| Tax Based On Investment Income | 189 | TaxBasedOnInvestmentIncome |
| Tax Due | 189 | 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 | VA | 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 | www.chrisspurpose.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Board of Directors | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7574371058 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 66059 | AddressLine1 |
| City | Virginia Beach | City |
| State | VA | State |
| ZIP Code | 23466 | 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Mary Graham | ||||||
| 1402 Tandoria Court | Virginia Beach | VA | 23455 | Director | 10.00 | 0 |
| John Knight | ||||||
| 324 Bay Colony Drive | Virginia Beach | VA | 23456 | Director | 15.00 | 0 |
| Gloria Davis | ||||||
| 2113 Princess Anne Court | Virginia Beach | VA | 23457 | Director | 5.00 | 0 |
| Wilhelmina M McCandless | ||||||
| PO Box 66059 | Virginia Beach | VA | 23466 | Vice President | 10.00 | 0 |
| Samuel W McCandless Jr | ||||||
| PO Box 66059 | Virginia Beach | VA | 23466 | President & CEO | 30.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Disbursements of cash to charitable organizations whose functions align with the Foundations exempt purpose | Description1 |
| Expenses1 | 37600 | Expenses1 |
| Description2 | Disbursements of cash to individuals whose needs align with the Foundations exempt purpose | Description2 |
| Expenses2 | 4589 | Expenses2 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 589059 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 75045 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 664104 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 664104 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9962 | CashDeemedCharitable |
| Net Noncharitable Assets | 654142 | NetNoncharitableAssets |
| Minimum Investment Return | 32707 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 32707 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 189 | TaxBasedOnInvestmentIncome |
| Total Tax | 189 | TotalTax |
| Distributable Amount Before Adj | 32518 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 32518 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 32518 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 42189 | ExpensesAndContributions |
| Qualifying Distributions | 42189 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 189 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 42000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 32518 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 6884 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 9246 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 12340 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10634 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 11559 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 50663 | TotalExcessDistriCarryover |
| Qualifying Distributions | 42189 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 32518 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9671 | RemainingDistriFromCorpus |
| Total Corpus | 60334 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 6884 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 53450 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 9246 | ExcessFromYear4 |
| Excess From Year3 | 12340 | ExcessFromYear3 |
| Excess From Year2 | 10634 | ExcessFromYear2 |
| Excess From Year1 | 11559 | ExcessFromYear1 |
| Excess From Current Year | 9671 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Wilhelmina M McCandless | ContributingManager |
| Contributing Manager | Samuel W McCandless Jr | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Voyager Chapel | |||||||
| 8701 South Kolb Road | Tucson | AZ | 85756 | NONE | 501(c)(3) | For new hymnals | $100 |
| Virginia Voices | |||||||
| 2113 Princess Anne Court | Virginia Beach | VA | 23457 | NONE | 501(c)(3) | Support Ukraine Mission Project | $500 |
| Salvation Army - Book Bonanza Proje | |||||||
| 1001 N Richey Boulevard | Tucson | AZ | 85716 | NONE | 501(c)(3) | Help with providing books to needy families | $5,000 |
| Transition Homes for Hope | |||||||
| 3419 Virginia Beach Blvd Ste B6 | Virginia Beach | VA | 23466 | NONE | 501(c)(3) | Providing help for women re-entering society after prison | $5,000 |
| Frank Trent | |||||||
| 1925 S Tam O Shanter Avenue | Tucson | AZ | 85710 | NONE | NONE | Paid for dance lessons for needy student | $250 |
| Donna Hoffner | |||||||
| 6426 Valley View Street 60 | Joshua Tree | CA | 92252 | NONE | NONE | Help with rent | $100 |
| Tracy Tatro | |||||||
| P O Box 252 | Absarokee | MT | 59001 | NONE | NONE | Family help | $2,000 |
| Reba Thompson | |||||||
| Assisted Living 3751 Sentara Way | Virginia Beach | VA | 23454 | NONE | NONE | Pay for pharmacy needs | $2,239 |
| Crisis Pregnancy Center | |||||||
| 1021 Eden Way North | Chesapeake | VA | 23320 | NONE | 501(c)(3) | Help pregnant young adults | $2,000 |
| Virginia Beach Community Chapel | |||||||
| 1261 Laskin Road | Virginia Beach | VA | 23452 | NONE | 501(c)(3) | Missions and community projects | $5,000 |
| Park Place Child Life Center | |||||||
| PO Box 6068 | Norfolk | VA | 23508 | NONE | 501(c)(3) | Underprivileged children support | $10,000 |
| Gospel Rescue Mission | |||||||
| 707 W Miracle Mile | Tucson | AZ | 85705 | NONE | 501(c)(3) | Needy mother with children | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42189 | 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 | $3,268 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,268 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -2663 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed (3 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| Royalties from TV | 15 | $10,000 |
| Royalties From Film | 15 | $49,632 |
| Royalties From Book | 15 | $40,774 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $125,942 | ExclusionAmount |
| Related Or Exempt Function Income | -2663 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 123279 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Wells Fargo-Various Stocks& Mutual Funds | AT COST | 191057 | 200213 |
| Morgan Stanley - Various Mutual Funds | AT COST | 444083 | 454271 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| Safe Deposit Box | 105 | ||
| Related to Book Project | 13718 | ||
| Outside Services | 9786 | ||
| Miscellaneous Other Administrative Costs | 7207 | ||
| Misc | 10 | ||
| License & Registration | 76 | ||
| Investment Advisor Fees | 6618 | 6618 | 6618 |
| Advertising | 170 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| Royalties from TV | 10000 |
| Royalties From Film | 49632 |
| Royalties From Book | 40774 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on net investment income | Category |
| Amount | $172 | Amount |