ROBERT & PATRICIA GOODYEAR FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & PATRICIA GOODYEAR FAMILY FOUNDATION (EIN 16-6468633)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201121369349100907
- Schema version
- 2010v3.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T08:02:09-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 Sr | Name |
| Title | Trustee | Title |
| Date Signed | 2011-03-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7047491700 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 55132 | 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 | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 460 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 460 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 505 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 17348 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 505 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 969 | TotalRevenueAndExpenses |
| Total Net Investment Income | 969 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 8548 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 8548 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1581 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1581 | OtherProfFeesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 10129 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10129 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 10129 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10129 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9160 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 22345 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 30027 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 30027 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 37680 | InvestmentsOtherBOY |
| Investments Other EOY | 20838 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 25105 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 60025 | TotalAssetsBOY |
| Total Assets EOY | 50865 | TotalAssetsEOY |
| Total Assets EOYFMV | 55132 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 60025 | UnrestrictedBOY |
| Unrestricted EOY | 50865 | UnrestrictedEOY |
| Total Net Assets BOY | 60025 | TotalNetAssetsBOY |
| Total Net Assets EOY | 50865 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 60025 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 50865 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 60025 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9160 | ExcessOfRevenueOverExpenses |
| Subtotal | 50865 | Subtotal |
| Total Net Assets Fund Balances EOY | 50865 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| .038 ENBRIDGE ENERGY MANAGEMENT | 2002-11-27 | 2010-02-17 | 2 | 1 | 1 | 1 |
| .039 ENBRIDGE ENERGY MANAGEMENT | 2002-11-27 | 2010-05-18 | 2 | 1 | 1 | 1 |
| .037 ENBRIDGE ENERGY MANAGEMENT | 2002-11-27 | 2010-08-16 | 2 | 1 | 1 | 1 |
| .035 ENBRIDGE ENERGY MANAGEMENT | 2002-11-27 | 2010-11-16 | 2 | 1 | 1 | 1 |
| 100 SHS HEWLETT PACKARD COMPANY | 2004-03-30 | 2010-08-11 | 4137 | 2320 | 1817 | 1817 |
| 50 SHS HUBBELL INC CLASS B | 2006-12-19 | 2010-04-23 | 2451 | 2223 | 228 | 228 |
| 20 SHS LONGLEAF PARTNERS GROWTH | 2007-11-07 | 2010-02-24 | 481 | 712 | -231 | -231 |
| 375 SHS LONGLEAF PARTNERS GROWTH | 2010-11-18 | 10271 | 11584 | -1313 | -1313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 505 | 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 | 55187 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3225 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 83659 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.038549 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1700 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 110737 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.015352 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6710 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 108113 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062065 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4400 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 107634 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040879 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.156845 | TotalDistributionRatio |
| Average Distribution Ratio | 0.031369 | AverageDistributionRatio |
| Net Noncharitable Assets | 55480 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1740 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1740 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 SR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8036492366 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 632 | AddressLine1 |
| City | AIKEN | City |
| State | SC | State |
| ZIP Code | 29802 | 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 |
| PATRICIA S GOODYEAR | ||||||
| 6000 FAIRVIEW RD | CHARLOTTE | NC | 28210 | TRUSTEE | 0 | 0 |
| ROBERT M GOODYEAR JR | ||||||
| 2410 SOUTH COOK STREET | DENVER | CO | 80210 | TRUSTEE | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 33673 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22652 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 56325 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 56325 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 845 | CashDeemedCharitable |
| Net Noncharitable Assets | 55480 | NetNoncharitableAssets |
| Minimum Investment Return | 2774 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2774 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 2774 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2774 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2774 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | 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 | 0 | QualifyingDistributions |
| Adj Qualifying Distributions | 0 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2774 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year4 | 1392 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 1392 | TotalExcessDistriCarryover |
| Qualifying Distributions | 0 | QualifyingDistributions |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1392 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1392 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 1382 | UndistributedIncomeCY |
| 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 PATRICIA S GOODYEAR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 632 | AddressLine1 |
| City | AIKEN | City |
| State | SC | State |
| ZIP Code | 29802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8036492366 | 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 |
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 | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $460 | 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 | $505 | 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 | $969 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 969 | 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 | $8,548 | Amount |
| Net Investment Income | 8548 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| MARKETABLE EQUITY SECURITIES | 20802 | 24977 |
| PARTNERSHIPS/REAL ESTATE | 36 | 128 |
Land Etc Schedule2 LandEtcSchedule2
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $331 | 331 |
| AGENCY FEES | $800 | 800 |
| ACCOUNTING FEES - CSB | $450 | 450 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory |
|---|
| FEDERAL EXCISE TAXES PAID |
| FOREIGN TAXES PAID |