DAVID C AND STACY F MARKEL CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DAVID C AND STACY F MARKEL CHARITABLE FOUNDATION (EIN 20-2000896)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-06-04
- IRS object ID
- 201231569349100003
- 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
- Schedule B
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-04T09:47:18-05:00 | 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 | MONTGOMERY WIETHORN & BURKE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20704 GILL RD STE 100 | AddressLine1 |
| City | FARMINGTON HILLS | City |
| State | MI | State |
| ZIP Code | 48335 | 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 | 202000896 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND STACY MARKEL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 7347615314 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 DOVER PLACE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STACY MARKEL | Name |
| Title | PRES | Title |
| Phone | 7347615314 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE WIETHORN | Name |
| Phone | 2484420777 | Phone |
| Date Prepared | 2012-06-04 | DatePrepared |
| 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 | 134152 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 13000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 31 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 31 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 31 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 1880 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1880 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1880 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 1003 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1003 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1003 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -10709 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | -10709 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 5205 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2914 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | -8798 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 17 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 17 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 2117 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2117 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 2134 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2134 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 42454 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 42454 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 44588 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2134 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 42454 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -39383 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 780 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 37405 | CashBOY |
| Cash EOY | 5901 | CashEOY |
| Cash EOYFMV | 5901 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1785 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2391 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2391 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 137771 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 140054 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 121532 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 15096 | OtherAssetsBOY |
| Other Assets EOY | 4328 | OtherAssetsEOY |
| Other Assets EOYFMV | 4328 | OtherAssetsEOYFMV |
| Total Assets BOY | 192057 | TotalAssetsBOY |
| Total Assets EOY | 152674 | TotalAssetsEOY |
| Total Assets EOYFMV | 134152 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 192057 | RetainedEarningsBOY |
| Retained Earnings EOY | 152674 | RetainedEarningsEOY |
| Total Net Assets BOY | 192057 | TotalNetAssetsBOY |
| Total Net Assets EOY | 152674 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 192057 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 152674 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 192057 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -39383 | ExcessOfRevenueOverExpenses |
| Subtotal | 152674 | Subtotal |
| Total Net Assets Fund Balances EOY | 152674 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1003 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 40646 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 178522 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.227681 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 48069 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 149165 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.322254 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 18211 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 184761 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.098565 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 18008 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 155062 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.116134 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 30334 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 120782 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.251147 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.015781 | TotalDistributionRatio |
| Average Distribution Ratio | 0.203156 | AverageDistributionRatio |
| Net Noncharitable Assets | 156052 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 31703 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 8 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 31711 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42454 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 8 | InvestmentIncomeExciseTax |
| Subtotal | 8 | Subtotal |
| Tax Based On Investment Income | 8 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 100 | TaxPaidWithExtension |
| Total Credits And Payments | 100 | TotalCreditsAndPayments |
| Overpayment | 92 | Overpayment |
| Amount Credited To Next Year | 92 | 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 | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 | STACY MARKEL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7347615314 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 DOVER PLACE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 481041816 | ZIPCode |
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 |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID MARKEL | ||||||||
| 3060 DOVER PLACE | ANN ARBOR | MI | 48104 | PRES | 1.00 | 0 | 0 | 0 |
| STACY MARKEL | ||||||||
| SAME AS ABOVE | ANN ARBOR | MI | 48104 | V.P. | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 134687 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23741 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 158428 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 158428 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2376 | CashDeemedCharitable |
| Net Noncharitable Assets | 156052 | NetNoncharitableAssets |
| Minimum Investment Return | 7803 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7803 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8 | TaxBasedOnInvestmentIncome |
| Total Tax | 8 | TotalTax |
| Distributable Amount Before Adj | 7795 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 7795 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 7795 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 42454 | ExpensesAndContributions |
| Qualifying Distributions | 42454 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 8 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 42446 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 7795 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 24429 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10530 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 8973 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 40611 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 31754 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 116297 | TotalExcessDistriCarryover |
| Qualifying Distributions | 42454 | QualifyingDistributions |
| Applied To Current Year | 7795 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34659 | RemainingDistriFromCorpus |
| Total Corpus | 150956 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 24429 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 126527 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 10530 | ExcessFromYear4 |
| Excess From Year3 | 8973 | ExcessFromYear3 |
| Excess From Year2 | 40611 | ExcessFromYear2 |
| Excess From Year1 | 31754 | ExcessFromYear1 |
| Excess From Current Year | 34659 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID AND STACY MARKEL - 2011 | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | CHARITABLE | PurposeOfGrantOrContribution |
| Amount | $42,454 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 42454 | 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 | 31 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1880 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1003 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WATERS OAKS, LLC | Description |
| Related Or Exempt Function Income | -10709 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -7795 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -7795 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DAVID AND STACY MARKEL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 DOVER PLACE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 13000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| DAVID MARKEL |
| STACY MARKEL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STRYKER CORPORATION | 40250 | 41806 |
| VARIOUS MUTUAL FUNDS | 99804 | 79726 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WATERS OAKS LLC | Description |
| BOY Book Value | 15096 | BOYBookValue |
| EOY Book Value | 4328 | EOYBookValue |
| EOYFMV | 4328 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| OTHER EXPENSES | 2117 | 2117 |
| BANK FEES |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WATERS OAKS, LLC | Description |
| Revenue And Expenses Per Books | -10709 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | -10709 | AdjustedNetIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID STACY MARKEL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3060 DOVER PLACE | AddressLine1 |
| City | ANN ARBOR | City |
| State | MI | State |
| ZIP Code | 48104 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $17 | Amount |
| Net Investment Income | 17 | NetInvestmentIncome |