FOLEY FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FOLEY FAMILY FOUNDATION (EIN 39-6551865)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201141339349101489
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T15:33:47-05:00 | 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 | STEPHEN M FISHER & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE SUITE 107 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532243500 | 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 | 396551865 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLEY FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O STEPHEN M FISHER & ASSOCIATES LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOLE | NameControl |
| Phone | 4143599066 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE SUITE 107 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532243500 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN M FISHER | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2011-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephen M Fisher | Name |
| Phone | 4143599066 | Phone |
| 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 | 4401969 | 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 |
| Interest On Savings Rev And Expnss | 74 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 74 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 74 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 65542 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 65542 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 65542 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 235985 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1205305 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 235985 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 104112 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 8678 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 8678 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 8678 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 310279 | TotalRevenueAndExpenses |
| Total Net Investment Income | 310279 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 178405 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 37000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 9250 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 9250 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 27750 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 31577 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 31577 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 31577 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 589 | InterestRevAndExpnss |
| Interest Net Invst Incm | 589 | InterestNetInvstIncm |
| Interest Adj Net Incm | 589 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 115 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 115 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 115 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2060 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2049 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 2049 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 11 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 71341 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 43580 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 43580 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 27761 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 350000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 350000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 421341 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 43580 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 43580 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 377761 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -111062 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 266699 | NetInvestmentIncome |
| Adjusted Net Income | 134825 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 670341 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 229240 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 229240 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1205127 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1202903 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1392068 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 408638 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 395521 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2161681 | InvestmentsOtherBOY |
| Investments Other EOY | 2085306 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2385139 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4037150 | TotalAssetsBOY |
| Total Assets EOY | 3926088 | TotalAssetsEOY |
| Total Assets EOYFMV | 4401969 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4037150 | CapitalStockBOY |
| Capital Stock EOY | 3926088 | CapitalStockEOY |
| Total Net Assets BOY | 4037150 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3926088 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4037150 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3926088 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4037150 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -111062 | ExcessOfRevenueOverExpenses |
| Subtotal | 3926088 | Subtotal |
| Total Net Assets Fund Balances EOY | 3926088 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 235985 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 104112 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 480000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3982663 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.120522 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 545735 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5314249 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.102693 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 547557 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6516004 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.084033 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 626188 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6546027 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.095659 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 790853 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6354154 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.124462 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.527369 | TotalDistributionRatio |
| Average Distribution Ratio | 0.105474 | AverageDistributionRatio |
| Net Noncharitable Assets | 4206650 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 443692 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2667 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 446359 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 377761 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5334 | InvestmentIncomeExciseTax |
| Subtotal | 5334 | Subtotal |
| Tax Based On Investment Income | 5334 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1330 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1330 | TotalCreditsAndPayments |
| Tax Due | 4004 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | WI | 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M FISHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4143599066 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE SUITE 107 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532243500 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SEE STATEMENT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11414 W PARK PLACE SUITE 107 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532243500 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 37000 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 3806366 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 464344 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4270711 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4270711 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 64061 | CashDeemedCharitable |
| Net Noncharitable Assets | 4206650 | NetNoncharitableAssets |
| Minimum Investment Return | 210333 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 210333 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5334 | TaxBasedOnInvestmentIncome |
| Total Tax | 5334 | TotalTax |
| Distributable Amount Before Adj | 204999 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 204999 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 204999 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 377761 | 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 | 377761 | QualifyingDistributions |
| Adj Qualifying Distributions | 377761 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 204999 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 483927 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 317048 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 232931 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 281499 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 281037 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1596441 | TotalExcessDistriCarryover |
| Qualifying Distributions | 377761 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 204999 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 172763 | RemainingDistriFromCorpus |
| Total Corpus | 1769204 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 483927 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1285277 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 317048 | ExcessFromYear4 |
| Excess From Year3 | 232931 | ExcessFromYear3 |
| Excess From Year2 | 281499 | ExcessFromYear2 |
| Excess From Year1 | 281037 | ExcessFromYear1 |
| Excess From Current Year | 172763 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NORTHWESTERN UNIVERISTY | |||||||
| 2020 RIDGE AVENUE 3RD FLOOR | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | GRANT FOR THE FOLEY CENTER FOR THE STUDY OF LIVES | $300,000 |
| UNITED WAY OF GREATER MILWAUKEE | |||||||
| 225 W VINE STREET | MILWAUKEE | WI | 53212 | NONE | PUBLIC CHARITY | GRANT TO EARLY CHILDHOOD EDUCATIONAL PROGRAMS. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 350000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $74 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $65,542 | 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 | $235,985 | 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 | $310,279 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 310279 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SEE STATEMENT | PersonName |
| Explanation | TIME DEVOTED TO POSITION: AS REQUIRED BUT LESS THAN FULL TIME. | Explanation |