ROBERT & PATRICIA GOODYEAR FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & PATRICIA GOODYEAR FAMILY FOUNDATION (EIN 16-6468633)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-03-19
- IRS object ID
- 201200799349100205
- Schema version
- 2011v1.2
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-19T13:50:13-04:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY A FERGUSON CPA PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 FAIRVIEW ROAD SUITE 536 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166468633 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT & PATRICIA GOODYEAR FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 FAIRVIEW RD | AddressLine1 |
| Address Line2 | C/O MAFERGUSON CPA | AddressLine2 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert M Goodyear JR | Name |
| Title | Trustee | Title |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY A FERGUSON CPAPFS | Name |
| Phone | 7047491700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 43284 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 232 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 232 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4778 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 16773 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4778 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5019 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5019 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 7519 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7519 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1450 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1450 | OtherProfFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 636 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 9605 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8969 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 11105 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8969 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6086 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 30027 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 35937 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 35937 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 20838 | InvestmentsOtherBOY |
| Investments Other EOY | 8842 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 7347 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 50865 | TotalAssetsBOY |
| Total Assets EOY | 44779 | TotalAssetsEOY |
| Total Assets EOYFMV | 43284 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 50865 | UnrestrictedBOY |
| Unrestricted EOY | 44779 | UnrestrictedEOY |
| Total Net Assets BOY | 50865 | TotalNetAssetsBOY |
| Total Net Assets EOY | 44779 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 50865 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 44779 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 50865 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6086 | ExcessOfRevenueOverExpenses |
| Subtotal | 44779 | Subtotal |
| Total Net Assets Fund Balances EOY | 44779 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 50 SHS AXIS CAPITAL HOLDINGS LTD | 2009-08-10 | 2011-06-29 | 1551 | 1439 | 112 | 112 |
| 50 SHS BELDEN CDT INC | 2007-12-05 | 2011-05-04 | 1896 | 2277 | -381 | -381 |
| 100 SHS CONAGRA FOODS INC | 2009-04-09 | 2011-07-14 | 2620 | 1746 | 874 | 874 |
| .032 SHS ENBRIDGE ENERGY MANAGEMENT LLC | 2002-11-27 | 2011-02-15 | 2 | 1 | 1 | 1 |
| .062 SHS ENBRIDGE ENERGY MANAGEMENT LLC | 2002-11-27 | 2011-05-20 | 2 | 1 | 1 | 1 |
| 100 SHS HONEYWELL INTL INC | 2002-10-24 | 2011-03-16 | 5504 | 2426 | 3078 | 3078 |
| 100 SHS NEWMONT MINING CORP | 2005-01-21 | 2011-06-29 | 5195 | 4206 | 989 | 989 |
| 0.710 SHS ENBRIDGE ENERGY MANAGEMENT LLC | 2002-11-27 | 2011-11-16 | 2 | 0 | 2 | 2 |
| .070 SHS ENBRIDGE ENERGY MANAGEMENT LLC | 2002-11-27 | 2011-11-16 | 2 | 0 | 2 | 2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4778 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 55480 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 55187 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3225 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 83659 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.038549 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1700 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 110737 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.015352 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6710 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 108113 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.062065 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.115966 | TotalDistributionRatio |
| Average Distribution Ratio | 0.023193 | AverageDistributionRatio |
| Net Noncharitable Assets | 46656 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1082 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1082 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1500 | 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 |
| Subtotal | 0 | Subtotal |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | 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 |
| 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 | ROBERT M GOODYEAR JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3032957772 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2410 SOUTH COOK STREET | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80210 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| ROBERT M GOODYEAR SR | ||||||
| 6000 FAIRVIEW RD | CHARLOTTE | NC | 28210 | TRUSTEE | 0.0 | 0 |
| PATRICIA S GOODYEAR | ||||||
| 6000 FAIRVIEW RD | CHARLOTTE | NC | 28210 | TRUSTEE | 0.0 | 0 |
| ROBERT M GOODYEAR JR | ||||||
| 6000 FAIRVIEW RD | CHARLOTTE | NC | 28210 | TRUSTEE | 0.0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 12160 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35207 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 47367 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 47367 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 711 | CashDeemedCharitable |
| Net Noncharitable Assets | 46656 | NetNoncharitableAssets |
| Minimum Investment Return | 2333 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2333 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 2333 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2333 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2333 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2333 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1382 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Qualifying Distributions | 1500 | QualifyingDistributions |
| Applied To Year1 | 1382 | AppliedToYear1 |
| Applied To Current Year | 118 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 2215 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT M GOODYEAR JR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2410 SOUTH COOK STREET | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3032957772 | RecipientPhoneNumber |
| Form And Info And Materials | WHERE THE REQUEST IS FOR A SUM IN EXCESS OF $250, THE APPLICANT SHOULD A LETTER DESCRIBING THE PROPOSED PROJECT. THE LETTER SHOULD INCLUDE THE FOLLOWING: - A ONE PAGE SUMMARY OF THE PROPOSAL. - NAME, ADDRESS AND TELEPHONE NUMBER OF THE APPLICANT. - A BRIEF HISTORY OF THE ORGANIZATION, INCLUDING A DESCRIPTION OF PRINCIPAL PROGRAMS AND ACCOMPLISHMENTS. - A CONCISE DESCRIPTION OF THE PROJECT, STATING ITS OBJECTIVES, PROPOSED OUTCOME, AND PLANS FOR EVALUTIONS. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AIKEN PREPARATORY SCHOOL | ||||||
| 619 BARNWELL AVE NW | AIKEN | SC | 29801 | 501c(3) | Educational Services | $500 |
| WESTOVER SCHOOL | ||||||
| PO BOX 847 | MIDDLEBURY | CT | 067620847 | 501C(3) | Educational Services | $500 |
| HITCHCOCK WOODS FOUNDATION | ||||||
| 444 S BOUNDARY AVENUE SOUTHWEST | AIKEN | SC | 29801 | 501C(3) | Ecological research and preservation | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $232 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,778 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,019 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5019 | 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 | MARY A. FERGUSON, CPA PLLC | Category |
| Amount | $7,519 | Amount |
| Net Investment Income | 7519 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| MARKETABLE EQUITY SECURITIES | 8808 | 7208 |
| PARTNERSHIPS/REAL ESTATE | 34 | 139 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PENALTIES | Description |
| Revenue And Expenses Per Books | 636 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $1,450 | Amount |
| Net Investment Income | 1450 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory |
|---|
| FEDERAL EXCISE TAXES PAID |
| FOREIGN TAXES PAID |