THE RAY & KAY LITTLER TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE RAY & KAY LITTLER TRUST (EIN 83-0320342)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-08-09
- IRS object ID
- 201222229349100407
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-09T08:21:15-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dooley and Jelly CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 South Main Street | AddressLine1 |
| City | Buffalo | City |
| State | WY | State |
| ZIP Code | 828341826 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830320342 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITT - The Ray and Kay Littler Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LITT | NameControl |
| Phone | 3076847270 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 922 | AddressLine1 |
| City | BUFFALO | City |
| State | WY | State |
| ZIP Code | 82834 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CW Johnson | Name |
| Title | Trustee | Title |
| Date Signed | 2012-08-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tracey Jelly | Name |
| Phone | 3076845519 | 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 | 699489 | 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 | 23 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 23 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15197 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15197 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -919 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 46901 | GrossSalesPrice |
| Other Income Rev And Expnss | 6 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 6 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 14307 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15226 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 9000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 7000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2973 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2973 | OtherProfFeesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 58 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 29 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 29 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 102 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 51 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 51 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 66 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 39 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 27 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 13699 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5092 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8607 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 19978 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 19978 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 33677 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5092 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 28585 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -19370 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10134 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11016 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13474 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13474 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 653259 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 631431 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 686015 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 664275 | TotalAssetsBOY |
| Total Assets EOY | 644905 | TotalAssetsEOY |
| Total Assets EOYFMV | 699489 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 664275 | CapitalStockBOY |
| Capital Stock EOY | 644905 | CapitalStockEOY |
| Total Net Assets BOY | 664275 | TotalNetAssetsBOY |
| Total Net Assets EOY | 644905 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 664275 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 644905 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 664275 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -19370 | ExcessOfRevenueOverExpenses |
| Subtotal | 644905 | Subtotal |
| Total Net Assets Fund Balances EOY | 644905 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -919 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 32565 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 680224 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04787 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44821 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 635122 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.07057 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 37231 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 595626 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06251 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 48040 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 975245 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04926 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 51233 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1023010 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05008 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.28029 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05606 | AverageDistributionRatio |
| Net Noncharitable Assets | 680179 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 38129 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 101 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 38230 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 28585 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 203 | InvestmentIncomeExciseTax |
| Subtotal | 203 | Subtotal |
| Tax Based On Investment Income | 203 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1051 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1051 | TotalCreditsAndPayments |
| Overpayment | 848 | Overpayment |
| Amount Credited To Next Year | 848 | 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 |
| 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 | CW JOHNSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3076847270 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 NORTH CARRINGTON AVE | AddressLine1 |
| City | BUFFALO | City |
| State | WY | State |
| ZIP Code | 828341611 | 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 |
|---|---|---|---|---|---|---|
| CW JOHNSON | ||||||
| 143 NORHT CARRINGTON | BUFFALO | WY | 82834 | Trustee | 1.00 | 3000 |
| GL GODDARD | ||||||
| 412 NORTH MAIN ST | BUFFALO | WY | 82834 | Trustee | 1.00 | 3000 |
| DD OSBORN | ||||||
| 77 ROBINSON CANYON ROAD | BUFFALO | WY | 82834 | Trustee | 1.00 | 3000 |
| 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 | Gifts to 7 charitable organizations. | Description1 |
| Expenses1 | 19978 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 678084 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12453 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 690537 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 690537 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10358 | CashDeemedCharitable |
| Net Noncharitable Assets | 680179 | NetNoncharitableAssets |
| Minimum Investment Return | 34009 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34009 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 203 | TaxBasedOnInvestmentIncome |
| Total Tax | 203 | TotalTax |
| Distributable Amount Before Adj | 33806 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 33806 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 33806 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 28585 | ExpensesAndContributions |
| Qualifying Distributions | 28585 | QualifyingDistributions |
| Adj Qualifying Distributions | 28585 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33806 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 17566 | UndistributedIncomePriorYear |
| Qualifying Distributions | 28585 | QualifyingDistributions |
| Applied To Year1 | 17566 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11019 | AppliedToCurrentYear |
| Undistributed Income CY | 22787 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Littler Foundation | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 N Main St | AddressLine1 |
| City | Buffalo | City |
| State | WY | State |
| ZIP Code | 82834 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3076849595 | RecipientPhoneNumber |
| Form And Info And Materials | Letter demonstrating financial need | FormAndInfoAndMaterials |
| Submission Deadlines | Approximately April 1 | SubmissionDeadlines |
| Restrictions On Awards | Johnson County, Wyoming, residents--books and supplies for post-secondary education--family travel for children with medical needs--other chartiable needs | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JOHNSON COUNTY ARTS HUMANITIES COUN | |||||||
| PO BOX 714 | BUFFALO | WY | 82834 | none | none | Sponsor summer camp and childrens theatre | $1,500 |
| BUFFALO CHILDREN'S CENTER | |||||||
| PO BOX 238 | BUFFALO | WY | 82834 | none | none | To purchase toy supplies | $1,598 |
| BREAD OF LIFE FOOD PANTRY | |||||||
| PO BOX 909 | BUFFALO | WY | 82834 | none | none | TO PURCHASE FOOD STAPLES FOR THE NEEDY | $2,000 |
| BUFFALO SENIOR CENTER INC | |||||||
| PO BOX 941 | Buffalo | WY | 82834 | none | none | Equipment purchase, repairs, and seed money for fundraising | $6,000 |
| Learning Tree Christian School | |||||||
| 25 Patch Road | Buffalo | WY | 82834 | none | none | PURCHASE EQUIPMENT | $3,400 |
| Family Crisis Center | |||||||
| PO Box 1001 | Buffalo | WY | 82834 | none | none | Purchase equipment | $2,480 |
| JC Family YMCA | |||||||
| PO Box 95 | Buffalo | WY | 82834 | none | none | ASSISTED MEMBERSHIP PROGRAM | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 19978 | 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 | $23 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,197 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$919 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Conagra Litigation | Description |
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $6 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,307 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14307 | 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) |
|---|---|---|
| Amount | $1,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1500 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Fidelity Sparton Index 500 Fund | ||
| Brandes Manged Invest. Account | 631431 | 686015 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PO Box Rental | 56 | 33 | 23 |
| Bank Fees | 10 | 6 | 4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Conagra Litigation | Description |
| Revenue And Expenses Per Books | 6 | RevenueAndExpensesPerBooks |
| Net Investment Income | 6 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch Management Fees | Category |
| Amount | $2,973 | Amount |
| Net Investment Income | 2973 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |