JOANN MEIERHOFF CHARITABLE FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: JOANN MEIERHOFF CHARITABLE FOUNDATION (EIN 43-6880960)
Tax period: 2011-06-01 to 2012-05-31
Filed: 2012-07-24
IRS object ID: 201202089349100305
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
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-07-24T14:50:51-06:00	Timestamp
Tax Period End Date	2012-05-31	TaxPeriodEndDate
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-06-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	436880960	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JOANN MEIERHOFF CHARITABLE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MEIE	NameControl
Phone	8162342000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 419248	AddressLine1
City	KANSAS CITY	City
State	MO	State
ZIP Code	641416248	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	COMMERCE TRUST COMPANY	Name
Title	TRUSTEE	Title
Phone	8162342000	Phone
Date Signed	2012-07-24	DateSigned

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	42717	FMVAssetsEOY

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	1245	DividendsRevAndExpnss
Dividends Net Invst Incm	1245	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1920	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	14775	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1920	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	0	NetSTCGAdjNetIncm
Total Revenue And Expenses	3165	TotalRevenueAndExpenses
Total Net Investment Income	3165	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	1600	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	1120	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	480	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm	0	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	0	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Net Invst Incm	0	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm	0	PensionEmplBnftAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Interest Dsbrs Chrtbl Prps	0	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	86	TaxesRevAndExpnss
Taxes Net Invst Incm	9	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	0	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	0	DeprecAndDepletionNetInvstIncm
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm	0	TravConfMeetingAdjNetIncm
Printing And Pub Net Invst Incm	0	PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm	0	PrintingAndPubAdjNetIncm
Tot Opr Expenses Rev And Expnss	1686	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	1129	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	480	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	2860	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	2860	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	4546	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	1129	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	3340	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-1381	ExcessOfRevenueOverExpenses
Net Investment Income	2036	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1697	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	111	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	111	SavingsAndTempCashInvstEOYFMV
Accounts Receivable EOY	0	AccountsReceivableEOY
Accounts Receivable EOYFMV	0	AccountsReceivableEOYFMV
Allwnc For Dbtfl Acct Other Rcvbl	0	AllwncForDbtflAcctOtherRcvbl
Investments Corp Stock BOY	23780	InvestmentsCorpStockBOY
Investments Corp Stock EOY	24589	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	27394	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	14639	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	14035	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	15212	InvestmentsCorpBondsEOYFMV
Investments Other EOYFMV	0	InvestmentsOtherEOYFMV
Total Assets BOY	40116	TotalAssetsBOY
Total Assets EOY	38735	TotalAssetsEOY
Total Assets EOYFMV	42717	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	40116	CapitalStockBOY
Capital Stock EOY	38735	CapitalStockEOY
Total Net Assets BOY	40116	TotalNetAssetsBOY
Total Net Assets EOY	38735	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	40116	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	38735	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	40116	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-1381	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	38735	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	38735	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 entries)

Description Of AssetDescriptionOfAsset	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
118.964 COMMERCE GROWTH FUND INSTITUTIONAL FUND #337	2010-05-25	2011-06-20	3087	2237	850	850
42.577 COMMERCE VALUE FUND INSTITUTIONAL FUND #346	2010-05-25	2011-06-20	917	744	173	173
20. ISHARES RUSSELL MIDCAP VALUE INDEX FUND	2009-06-22	2011-06-20	922	548	374	374
5. ISHARES RUSSELL 1000 VALUE INDEX FUND	2010-09-27	2011-06-20	330	296	34	34
41.91 JANUS FORTY FUND-I	2008-08-22	2011-06-20	1376	1641	-265	-265
73.011 AMERICAN CENTURY GROWTH FUND-INSTL FUND #320	2011-06-20	2011-09-07	1834	1922	-88	-88
29.657 COMMERCE BOND FUND FUND #333	2010-06-21	2011-09-07	606	584	22	22
45.878 ABSOLUTE STRATEGIES FUND-I	2009-10-16	2011-09-07	502	480	22	22
10. ISHARES S&P US PREFERRED STOCK INDEX FUND	2010-09-27	2011-09-07	372	400	-28	-28
5. MARKET VECTORS GOLD MINERS	2010-05-25	2011-09-07	319	239	80	80
45.843 PIMCO EMERGING MARKETS BOND FUND INS	2010-06-21	2011-09-07	523	491	32	32
55.33 MFS RESEARCH INTERNATIONAL FUND-I	2009-10-16	2011-10-28	859	805	54	54
35.317 COMMERCE BOND FUND FUND #333	2010-06-21	2011-12-20	718	655	63	63
64.981 BLACKROCK HIGH YIELD BOND PORTFOLIO	2010-09-27	2012-02-06	500	484	16	16
53.877 COMMERCE BOND FUND FUND #333	2005-03-30	2012-02-06	1107	986	121	121
27.089 DWS RREEF REAL ESTATE SECURITIES FUND-INST	2009-10-16	2012-03-27	559	343	216	216

Field	Value	IRS element (for citing)
Capital Gain Net Income	1920	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	1621	QualifyingDistributionsYear1
Noncharitable Assets Year1	62017	NoncharitableAssetsYear1
Distribution Ratio Year1	0.026138	DistributionRatioYear1
Qualifying Distributions Year2	1350	QualifyingDistributionsYear2
Noncharitable Assets Year2	42252	NoncharitableAssetsYear2
Distribution Ratio Year2	0.031951	DistributionRatioYear2
Qualifying Distributions Year3	2796	QualifyingDistributionsYear3
Noncharitable Assets Year3	42537	NoncharitableAssetsYear3
Distribution Ratio Year3	0.065731	DistributionRatioYear3
Qualifying Distributions Year4	2872	QualifyingDistributionsYear4
Noncharitable Assets Year4	56177	NoncharitableAssetsYear4
Distribution Ratio Year4	0.051124	DistributionRatioYear4
Qualifying Distributions Year5	2784	QualifyingDistributionsYear5
Noncharitable Assets Year5	58140	NoncharitableAssetsYear5
Distribution Ratio Year5	0.047884	DistributionRatioYear5
Total Distribution Ratio	0.222828	TotalDistributionRatio
Average Distribution Ratio	0.044566	AverageDistributionRatio
Net Noncharitable Assets	45568	NetNoncharitableAssets
Adjusted Noncharitable Assets	2031	AdjustedNoncharitableAssets
One Percent Net Investment Income	20	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	2051	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	3340	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	20	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	20	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	20	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	40	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	0	TaxPaidWithExtension
Total Credits And Payments	40	TotalCreditsAndPayments
Penalty For Underpayment	0	PenaltyForUnderpayment
Overpayment	20	Overpayment
Amount Credited To Next Year	20	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

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	MO	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	COMMERCE TRUST COMPANY	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8162342560	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 419248	AddressLine1
City	KANSAS CITY	City
State	KS	State
ZIP Code	641416248	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	true	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
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

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COMMERCE TRUST COMPANY	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 419248	AddressLine1
City	KANSAS CITY	City
State	MO	State
ZIP Code	64141	ZIPCode

Field	Value	IRS element (for citing)
Title	TRUSTEE	Title
Avg Hours Per Wk Devoted To Position	1	AvgHoursPerWkDevotedToPosition
Compensation	1600	Compensation

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

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	44437	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1825	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	46262	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	46262	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	694	CashDeemedCharitable
Net Noncharitable Assets	45568	NetNoncharitableAssets
Minimum Investment Return	2278	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	2278	MinimumInvestmentReturn
Tax Based On Investment Income	20	TaxBasedOnInvestmentIncome
Total Tax	20	TotalTax
Distributable Amount Before Adj	2258	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	2258	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	2258	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	3340	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	3340	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	20	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	3320	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	2258	DistributableAmountAsAdjusted
Undistributed Income Prior Year	2859	UndistributedIncomePriorYear
Prior Year1	2009	PriorYear1
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	0	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	0	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	0	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	0	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	0	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	3340	QualifyingDistributions
Applied To Year1	2859	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	481	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	1777	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear
Excess From Year4	0	ExcessFromYear4
Excess From Year3	0	ExcessFromYear3
Excess From Year2	0	ExcessFromYear2
Excess From Year1	0	ExcessFromYear1
Excess From Current Year	0	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
UNITY CHURCH UNIVERSAL
913 TRACY AVE	KANSAS CITY	MO	64106	NONE	EXEMPT ORGANIZATION	GENERAL OPERATIONS	$1,859
KANSAS CITY SYMPHONY
1703 WYANDOTTE ST STE 200	KANSAS CITY	MO	64108	NONE	EXEMPT ORGANIZATION	GENERAL OPERATIONS	$429
LYRIC OPERA OF KANSAS CITY
1616 BROADWAY	KANSAS CITY	MO	64108	NONE	EXEMPT ORGANIZATION	GENERAL OPERATIONS	$572

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	2860	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

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1,245	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	$1,920	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	$3,165	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	3165	TotalPartXVIA

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exempt Prps		RlnOfActyToAccomOfExemptPrps

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

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FEDERAL TAX PAYMENT - PRIOR YE	$37	0
FEDERAL ESTIMATES - INCOME	$40	0
FOREIGN TAXES ON QUALIFIED FOR	$7	7
FOREIGN TAXES ON NONQUALIFIED	$2	2