EVALYN O FLORY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EVALYN O FLORY FOUNDATION (EIN 91-1978571)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349101464
- 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
- Contractor Compensation Expln
- General Explanation Attachment
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T10:34:09-08:00 | 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 | Smith & DeKay PS CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600-108th Ave NE Suite 1030 | AddressLine1 |
| City | Bellevue | City |
| State | WA | State |
| ZIP Code | 980045129 | 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 | 911978571 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVALYN O FLORY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | CO ALAN NUCKOLLS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EVAL | NameControl |
| Phone | 4254556600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 WEST ROLLING HILLS LANE | AddressLine1 |
| City | WENATCHEE | City |
| State | WA | State |
| ZIP Code | 98801 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN L NUCKOLLS | Name |
| Title | President | Title |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY SMITH | Name |
| PTIN | P00011620 | PTIN |
| Phone | 4254556600 | 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 | 730961 | 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 | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 2 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 17945 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17945 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 17945 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -120430 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 338419 | GrossSalesPrice |
| Net STCG Adj Net Incm | 2033 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | -102483 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17947 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 19980 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 525 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 525 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 525 | LegalFeesAdjNetIncm |
| Accounting Fees Rev And Expnss | 3165 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3165 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 3165 | AccountingFeesAdjNetIncm |
| Other Expenses Rev And Expnss | 7412 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7412 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 7412 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 11102 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11102 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 11102 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 52000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 52000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 63102 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11102 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 11102 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -165585 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6845 | NetInvestmentIncome |
| Adjusted Net Income | 8878 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 16952 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | -667 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 333 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 30000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl EOY | 30000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 30000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Other BOY | 816338 | InvestmentsOtherBOY |
| Investments Other EOY | 640867 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 700628 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 833290 | TotalAssetsBOY |
| Total Assets EOY | 670200 | TotalAssetsEOY |
| Total Assets EOYFMV | 730961 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 833290 | RetainedEarningsBOY |
| Retained Earnings EOY | 670200 | RetainedEarningsEOY |
| Total Net Assets BOY | 833290 | TotalNetAssetsBOY |
| Total Net Assets EOY | 670200 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 833290 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 670200 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 833290 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -165585 | ExcessOfRevenueOverExpenses |
| Other Increases | 2675 | OtherIncreases |
| Subtotal | 670380 | Subtotal |
| Other Decreases | 180 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 670200 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 9054 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -120430 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 2033 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43820 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 800670 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05473 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 43569 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 852306 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05112 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 46736 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 863197 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05414 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 44838 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 948114 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04729 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 42836 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 967983 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04425 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.25154 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05031 | AverageDistributionRatio |
| Net Noncharitable Assets | 754591 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 37961 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 68 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 38029 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 52000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 68 | InvestmentIncomeExciseTax |
| Subtotal | 68 | Subtotal |
| Tax Based On Investment Income | 68 | TaxBasedOnInvestmentIncome |
| Tax Due | 68 | 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 |
| 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 | SMITH & DEKAY PS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4254556600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 108TH AVE NE 1030 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98011 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DEBORA J ABBOTT-NUCKOLLS | ||||||
| 421 WEST ROLLING HILLS LANE | WENATCHEE | WA | 98801 | Director | 0.00 | 0 |
| ELLA I NUCKOLLS | ||||||
| 10901 176TH CIRCLE NE | REDMOND | WA | 98052 | Vice President | 0.00 | 0 |
| ALAN L NUCKOLLS | ||||||
| 421 WEST ROLLING HILLS LANE | WENATCHEE | WA | 98801 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| FITCH & LUDWICK | |||||
| 11005 MAIN ST | BELLEVUE | WA | 98004 | LEGAL & CONSULTATION | 525 |
| SMITH & DEKAY PS | |||||
| 600 108TH AVE NE 1030 | BELLEVUE | WA | 98004 | TAX, ACCTG & CONS. | 3165 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8643 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 727439 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 30000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 766082 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 766082 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11491 | CashDeemedCharitable |
| Net Noncharitable Assets | 754591 | NetNoncharitableAssets |
| Minimum Investment Return | 37730 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 37730 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 68 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 180 | IncomeTaxForThisYear |
| Total Tax | 248 | TotalTax |
| Distributable Amount Before Adj | 37482 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 37482 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 37482 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52000 | ExpensesAndContributions |
| Qualifying Distributions | 52000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 68 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 51932 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 37482 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 36166 | UndistributedIncomePriorYear |
| Qualifying Distributions | 52000 | QualifyingDistributions |
| Applied To Year1 | 36166 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15834 | AppliedToCurrentYear |
| Undistributed Income CY | 21648 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YELLOWSTONE TRAIL ASSOCIATION | |||||||
| POB 65 | ALTOONA | WI | 54772 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| WENATCHEE HIGH SCHOOL | |||||||
| 1101 MILLERDALE AVE | WENATCHEE | WA | 98801 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 |
| GENE IRENE WOCKNER HOSPICE CENTER | |||||||
| 12822 NE 124TH LANE | KRIKLAND | WA | 98034 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 |
| WASHINGTON MASONIC LIBRARY MUSEUM F | |||||||
| 47 ST HELENS AVE | TACOMA | WA | 98402 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| CRISTA MINISTRIES | |||||||
| 19303 FREMONT AVE NORTH | SEATTLE | WA | 98133 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| OHME GARDEN FRIENDS SOCIETY | |||||||
| 3327 OHME RD | WENATCHEE | WA | 98801 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| MONTESSORI INSTITUTE NORTH WEST | |||||||
| 4506 SE BELMONT ST 100 | PORTLAND | OR | 97215 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| UPPER VALLEY CONNECTION | |||||||
| 240 MINE ST | LEAVENWORTH | WA | 98826 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| SHORT SHAKES MUSIC THEATER OF WENAT | |||||||
| 233 N WENATCHEE AVE | WENATCHEE | WA | 98801 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| HEALTHCARE CHAPLAINS MINISTRY | |||||||
| 377 E CHAPMAN AVE STE 260 | PLACENTIA | CA | 92870 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 52000 | 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 | $17,945 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | -$120,430 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$102,483 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -102483 | 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 | SMITH & DEKAY | Category |
| Amount | $3,165 | Amount |
| Net Investment Income | 3165 | NetInvestmentIncome |
| Adjusted Net Income | 3165 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation (2 entries)
| SMITH & DEKAY PS |
| FITCH & LUDWICK |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART IV LINE 1 (STATEMENT 6 - ITEMS 2,3,4) | ReturnReference |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FITCH & LUDWICK | Category |
| Amount | $525 | Amount |
| Net Investment Income | 525 | NetInvestmentIncome |
| Adjusted Net Income | 525 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2011 EXCISE TAX | Description |
| Amount | $180 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MISCELLANEOUS | 35 | 35 | 35 |
| MISC US TREAS | 153 | 153 | 153 |
| INVESTMENT MNGMT | 6988 | 6988 | 6988 |
| FOREIGN TAX | 236 | 236 | 236 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAX EXEMPT INCOME | $2,216 |
| NONDIVIDEND DISTRIBUTIONS | $459 |