BETA

ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-09
IRS object ID
202343139349101674
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-11-09T13:38:53-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HW&COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line128601 Chagrin Blvd 210AddressLine1Txt
CityWoodmereCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341877125EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Anderson Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROBERT L ANDERSONInCareOfNm
Business Name ControlANDEBusinessNameControlTxt
Phone4403576983PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110365 Pinecrest DrAddressLine1Txt
CityPainesvilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44077ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert AndersonPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2396433932PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRobertPersonFirstNm
Person LastAndersonPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph C Sbrocco CPAPreparerPersonNm
PTINP00069069PTIN
Phone2168311200PhoneNum
Preparation2023-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$326,755FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$13,615DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,615DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,360NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$88,226GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,360CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,975TotalRevAndExpnssAmt
Total Net Invst Incm$14,975TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,915OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,915OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$871TaxesRevAndExpnssAmt
Taxes Net Invst Incm$100TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,786TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,015TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,060ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,060ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,846TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,015TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$29,060TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,871ExcessRevenueOverExpensesAmt
Net Investment Income$9,960NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$928SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,965SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,965SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$347,551CorporateStockBOYAmt
Corporate Stock EOY$315,643CorporateStockEOYAmt
Corporate Stock EOYFMV$310,790CorporateStockEOYFMVAmt
Total Assets BOY$348,479TotalAssetsBOYAmt
Total Assets EOY$331,608TotalAssetsEOYAmt
Total Assets EOYFMV$326,755TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,450OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,450OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,450TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,450TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$345,029NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$325,158NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$345,029TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$325,158TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$348,479TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$331,608TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$345,029TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,871ExcessRevenueOverExpensesAmt
Subtotal$325,158SubtotalAmt
Tot Net Ast Or Fund Balances EOY$325,158TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySCHWAB 2182PropertyDesc
Sold2022-12-31SoldDt
Gross Sales Price$88,226GrossSalesPriceAmt
Cost Or Other Basis$86,866CostOrOtherBasisAmt
Gain Or Loss$1,360GainOrLossAmt
Gains Minus Excess Or Losses$1,360GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,360CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$138InvestmentIncomeExciseTaxAmt
Subtotal$138SubtotalAmt
Tax Based On Investment Income$138TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$560EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$560ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,120TotalPaymentsAndCreditsAmt
Overpayment$982OverpaymentAmt
Applied To ES Tax$982AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT L ANDERSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4403576983PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110365 PINECREST DRAddressLine1Txt
CityPainesvilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44077ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT L ANDERSON
10365 Pinecrest DrPainesvilleOH44077PRESIDENT1.0$0$0$0
JOANNE L ANDERSON
10365 Pinecrest DrPainesvilleOH44077TREASURER1.0$0$0$0
CYNTHIA L ANDERSON
10365 Pinecrest DrPainesvilleOH44077SECRETARY1.0$0$0$0
DOUGLAS L ANDERSON
10365 Pinecrest DrPainesvilleOH44077VICE-PRESIDENT1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$364,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,268AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$373,901TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$373,901AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,609CashDeemedCharitableAmt
Net Vl Noncharitable Assets$368,292NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,415MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,415MinimumInvestmentReturnAmt
Tax Based On Investment Income$138TaxBasedOnInvestmentIncomeAmt
Total Tax$138TotalTaxAmt
Distributable Before Adj$18,277DistributableBeforeAdjAmt
Distributable Before Ded$18,277DistributableBeforeDedAmt
Distributable As Adjusted$18,277DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,060ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$29,060QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,277DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$4,050ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$36,849ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,026ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,472ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$55,397TotalExcessDistributionCyovAmt
Qualifying Distributions$29,060QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$18,277AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,783RemainingDistriFromCorpusAmt
Total Corpus$66,180TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$66,180ExcessDistriCyovToNextYrAmt
Excess From Year4$4,050ExcessFromYear4Amt
Excess From Year3$36,849ExcessFromYear3Amt
Excess From Year2$8,026ExcessFromYear2Amt
Excess From Year1$6,472ExcessFromYear1Amt
Excess From Current Year$10,783ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT JOANNE ANDERSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOSPICE OF WESTERN RESERVE
17876 ST CLAIR AVENUECLEVELANDOH44110NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$3,000
FIELDSTONE FARM THERAPEUTIC RIDING CENTER
16497 Snyder RoadChagrin FallsOH44023NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
CLOTHE A CHILD
785 MENTOR AVEWILLOUGHBYOH44094NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
LIFE ACT
29425 CHAGRIN BLVD STE 203CLEVELANDOH44122NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$3,000
GILMOUR ACADEMY
34001 CEDAR RDGATES MILLSOH44040NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$2,500
THE SALVATION ARMY
PO BOX 8209NAPLESFL34101NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
PROJECT HOME INC
25 FREEDOM ROADPAINESVILLEOH44077NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$3,000
CROSSROADS HEALTH
8445 Munson RdMentorOH44060nonePCFOR USE IN CHARITABLE ACTIVITY OF DONEE$2,000
UNITED WAY OF LAKE COUNTY
9285 Progress PkwyMentorOH44060NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$2,000
BEMUS POINT VOLUNTEER FIRE DEPARTMENT
13 ALBURTUS AVEBEMUS POINTNY14712NONENCFOR USE IN CHARITABLE ACTIVITY OF DONEE$200
WOMEN SAFE INC
12041 RAVENNA RDCHARDONOH44024NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$500
Cornerstone Christian Academy
2846 SOM Center RoadWilloughbyOH44094NonePCFor use in charitable activity of donee$2,000
Lake County History Center
415 Riverside DrPainesvilleOH44077nonePCFor use in charitable activity of donee$100
Chautauqua Lake Association
429 E Terrace AveLakewoodNY14750nonePCfor use in charitable activity of donee$1,000
Western Reserve Junior Service League
PO Box 456PainesvilleOH44077nonePCfor use in charitable activity of donee$60
Cochise College
901 Colombo AveSierra VistaAZ85635nonePCfor use in charitable activity of donee$2,000
Timothy Lutheran Church
3004 Marion Mount Gilead RdMarionOH43302nonePCFor use in charitable activity of donee$200
RePlay for Kids
6190 Cochran RdSolonOH44139nonePCfor use in charitable activity of donee$500
Bay Arts
28795 Lake RdBay VillageOH44140nonePCfor use in charitable activity of donee$2,000
Lake Erie College
391 W Washington StPainesvilleOH44077nonePCfor use in charitable activity of donee$1,000
Lake County Council on Aging
7900 Euclid Chardon RdKirtlandOH44094NonePCFor use in charitable activity by donee$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,060TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,615ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,360ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,975ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,975TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockDETAILS AVAILABLE UPON REQUESTStockNm
EOY Book Value$315,643EOYBookValueAmt
EOYFMV$310,790EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYABLE TO ROBERT ANDERSONDesc
BOY Book Value$3,450BOYBookValueAmt
EOY Book Value$6,450EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT AND BANK FEESCategoryTxt
Amt$1,915Amt
Net Investment Income$1,915NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE FILING FEE$100$100
FEDERAL TAX$771

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