MILLARD & LILLIAN PRUTKY CHARITABLE: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MILLARD & LILLIAN PRUTKY CHARITABLE (EIN 41-2178669)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-03
- IRS object ID
- 201211859349100201
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-03T06:52:48-07:00 | 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 | JIM GAY CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3984 MANATEE AVE E | AddressLine1 |
| City | BRADENTON | City |
| State | FL | State |
| ZIP Code | 342089059 | 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 | 412178669 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLARD & LILLIAN PRUTKY CHARITABLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILL | NameControl |
| Phone | 8139916415 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27424 SORA BLVD | AddressLine1 |
| City | WESLEY CHAPEL | City |
| State | FL | State |
| ZIP Code | 335443469 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY C MELICK | Name |
| Title | TRUSTEE | Title |
| Phone | 8139916415 | Phone |
| Date Signed | 2012-04-24 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIM GAY CPA | Name |
| Phone | 9417470588 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1175585 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
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 | 4206 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4206 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 4206 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 35804 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 35804 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 35804 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 8356 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 113100 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8353 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 48366 | TotalRevenueAndExpenses |
| Total Net Investment Income | 48363 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 40010 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 4475 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2237 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2238 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 636 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 636 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 548 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 548 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5659 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2873 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2786 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 385000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 375590 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 390659 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2873 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 378376 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -342293 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 45490 | NetInvestmentIncome |
| Adjusted Net Income | 40010 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investments Corp Stock BOY | 1513125 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1175585 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1175585 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1513125 | TotalAssetsBOY |
| Total Assets EOY | 1175585 | TotalAssetsEOY |
| Total Assets EOYFMV | 1175585 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1513125 | CapitalStockBOY |
| Capital Stock EOY | 1175585 | CapitalStockEOY |
| Total Net Assets BOY | 1513125 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1175585 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1513125 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1175585 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1513125 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -342293 | ExcessOfRevenueOverExpenses |
| Other Increases | 4763 | OtherIncreases |
| Subtotal | 1175595 | Subtotal |
| Other Decreases | 10 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1175585 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PIMCO | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2009-11-06 | DateAcquired |
| Date Sold | 2011-10-27 | DateSold |
| Gross Sales Price | 113091 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 104738 | CostOrOtherBasis |
| Gain Or Loss | 8353 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | 8353 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8353 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 186064 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1376786 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.135144 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 154767 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1317300 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.117488 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 95819 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1275203 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.075140 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 73466 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1646492 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044620 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 69496 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1970455 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.035269 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.407661 | TotalDistributionRatio |
| Average Distribution Ratio | 0.081532 | AverageDistributionRatio |
| Net Noncharitable Assets | 1324190 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 107964 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 455 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 108419 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 378376 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 455 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 455 | Subtotal |
| Tax Based On Investment Income | 455 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 484 | TaxPaidWithExtension |
| Total Credits And Payments | 484 | TotalCreditsAndPayments |
| Original Return Overpayment | -484 | OriginalReturnOverpayment |
| Overpayment | 29 | Overpayment |
| Amount Credited To Next Year | 29 | AmountCreditedToNextYear |
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 |
| States Filed With | PA | 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 Person Name | KIMBERLY MELICK TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8139916415 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27424 SORA BLVD | AddressLine1 |
| City | WESLEY CHAPEL | City |
| State | FL | State |
| ZIP Code | 335443469 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY MELICK | ||||||||
| 27424 SORA BLVD | WESLEY CHAPEL | FL | 33544 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DEBORAH TIMMONS | ||||||||
| 113 POND VIEW LANE | SEAFORD | DE | 19973 | TRUSTEE | 0 | 0 | 0 | 0 |
| JANICE GLONECK | ||||||||
| 432 TRINITY AVENUE | HAMILTON | NJ | 08619 | TRUSTEE | 0 | 0 | 0 | 0 |
| BRIAN MELICK | ||||||||
| 27424 SORA BLVD | WESLEY CHAPEL | FL | 33544 | TRUSTEE | 0 | 0 | 0 | 0 |
| FRANK TIMMONS | ||||||||
| 113 POND VIEW LANE | SEAFORD | DE | 19973 | TRUSTEE | 0 | 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 |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1344355 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1344355 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1344355 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20165 | CashDeemedCharitable |
| Net Noncharitable Assets | 1324190 | NetNoncharitableAssets |
| Minimum Investment Return | 66210 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 66210 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 455 | TaxBasedOnInvestmentIncome |
| Total Tax | 455 | TotalTax |
| Distributable Amount Before Adj | 65755 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 65755 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 65755 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 378376 | ExpensesAndContributions |
| Qualifying Distributions | 378376 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 455 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 377921 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 65755 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 4341 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 33491 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 90158 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 118385 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 246375 | TotalExcessDistriCarryover |
| Qualifying Distributions | 378376 | QualifyingDistributions |
| Applied To Current Year | 65726 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 312650 | RemainingDistriFromCorpus |
| Total Corpus | 559025 | TotalCorpus |
| Undistributed Income CY | 29 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 4341 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 554684 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 33491 | ExcessFromYear3 |
| Excess From Year2 | 90158 | ExcessFromYear2 |
| Excess From Year1 | 118385 | ExcessFromYear1 |
| Excess From Current Year | 312650 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BIBLE FELLOWSHIP CHURCH | ||||||
| 725 OXFORD VALLEY ROAD | YARDLEY | PA | 19067 | N/A | RELIGIOUSORGANIZATION | $40,000 |
| AFRICA INLAND MISSION | ||||||
| PO BOX 3611 | PEACHTREE CITY | GA | 30269 | N/A | NON-PROFITORGANIZATION | $10,000 |
| BEST FRIENDS ANIMAL SANTUARY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | NON-PROFITORGANIZATION | $20,000 |
| CROSSINGS ANIMAL SANCTUARY | ||||||
| 1098 WASHINGTON CROSSING RD | WASHINGTON CROSSING | PA | 18977 | N/A | NON-PROFITORGANIZATION | $10,000 |
| SUNSHINE FOUNDATION | ||||||
| 1041 MILL CREEK DRIVE | FEASTERVILLE | PA | 19053 | N/A | NON-PROFITORGANIZATION | $120,000 |
| COVENANT PRESBYTERIAN CHURCH | ||||||
| 471 PARKWAY AVENUE | TRENTON | NJ | 08618 | N/A | RELIGIOUSORGANIZATION | $20,000 |
| LIFE IMPACT FOR ETERNITY | ||||||
| 3984 MANATEE AVENUE EAST | BRADENTON | FL | 34208 | N/A | NON-PROFITORGANIZATION | $70,000 |
| PUMH FOUNDATION | ||||||
| 726 LOVEVILLE ROAD 3000 | HOCKESSIN | DE | 19707 | N/A | NON-PROFITORGANIZATION | $20,000 |
| SHRINERS HOSPITAL | ||||||
| 3551 NORTH BROAD STREET | PHILADELPHIA | PA | 19140 | N/A | NON-PROFITORGANIZATION | $20,000 |
| SALVATION ARMY | ||||||
| 23431 SUSSEX HIGHWAY | SEAFORD | DE | 19973 | N/A | RELIGIOUSORGANIZATION | $15,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | NON-PROFITORGANIZATION | $20,000 |
| CHILDRENS HOSPITAL FOUNDATION | ||||||
| 800 RESEARCH PARKWAY | OKLAHOMA CITY | OK | 73104 | N/A | NON-PROFITORGANIZATION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 385000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4206 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 35804 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8356 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 48366 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 48366 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INCOME USED TO FUND SELECTED CHARITIES |
| 4 | INCOME USED TO FUND SELECTED CHARITIES |
| 8 | INCOME USED TO FUND SELECTED CHARITIES |
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 | MAUND & COMPANY LLC TAX PREPARATION | Category |
| Amount | $4,475 | Amount |
| Net Investment Income | 2237 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2238 | DisbursementsCharitablePrps |
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 | Total NetTotalNet |
|---|---|---|---|---|---|---|
| PIMCO | 2009-11 | Purchased | 2011-10 | 113091 | 104738 | 8353 |
| WTS AM INT'L GRP | 2011-01 | Purchased | 2011-01 | 9 | 6 | 3 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MORGAN STANLEY | NameOfStock |
| EOY Book Value | 1175585 | EOYBookValue |
| EOYFMV | 1175585 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PENALTIES | Description |
| Amount | $10 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Office Supplies | Description |
| Revenue And Expenses Per Books | 548 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 548 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON SECURITIES | Description |
| Amount | $4,763 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXCISE TAX | $580 | 580 |
| FOREIGN TAX | $56 | 56 |