LYLE AND DIANE VICTOR FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LYLE AND DIANE VICTOR FOUNDATION (EIN 38-3497934)
Tax period
2020-08-01 to 2021-07-31
Filed
2022-04-26
IRS object ID
202241169349101329
Schema version
2020v4.2
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

FieldValueIRS element (for citing)
Return2022-04-26T13:15:03-05:00ReturnTs
Tax Period End2021-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823786789PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CANTORCHAPNICK PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line131550 NORTHWESTERN HWY STE 110AddressLine1Txt
CityFARMINGTON HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48334ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383497934EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LYLE AND DIANE FOUNDATIONBusinessNameLine1Txt
Business Name Line2MEDICAL RESEARCH FOUNDATION OF MICHIGANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLYLEBusinessNameControlTxt
Phone2488519614PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16130 WING LAKE ROADAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYLE D VICTORPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2488519614PhoneNum
Signature2022-04-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLYLEPersonFirstNm
Person LastVICTORPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY A CHAPNICK CPAPreparerPersonNm
PTINP00156961PTIN
Phone2488510664PhoneNum
Preparation2022-04-16PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$208,375FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,164DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,164DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,758NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,554GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,922TotalRevAndExpnssAmt
Total Net Invst Incm$2,164TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$98TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$118TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,310ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,310ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,428TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,310TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,506ExcessRevenueOverExpensesAmt
Net Investment Income$2,164NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,765CashBOYAmt
Cash EOY$6,055CashEOYAmt
Cash EOYFMV$6,055CashEOYFMVAmt
Corporate Stock BOY$85,123CorporateStockBOYAmt
Corporate Stock EOY$74,327CorporateStockEOYAmt
Corporate Stock EOYFMV$202,320CorporateStockEOYFMVAmt
Total Assets BOY$92,888TotalAssetsBOYAmt
Total Assets EOY$80,382TotalAssetsEOYAmt
Total Assets EOYFMV$208,375TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$92,888CapitalStockBOYAmt
Capital Stock EOY$92,888CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY-$12,506RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$92,888TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$80,382TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$92,888TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$80,382TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$92,888TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,506ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$80,382SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$80,382TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$49EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$49TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$19OverpaymentAmt
Applied To ES Tax$19AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLYLE VICTORIndividualWithBooksNm
Phone2488519614PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16130 WING LAKE ROADAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48301ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
LYLE D VICTOR
6130 WING LAKE ROADBLOOMFIELD HILLSMI48301PRESIDENT0.00$0$0$0
LYLE D VICTOR
6130 WING LAKE ROADBLOOMFIELD HILLSMI48301TREASURER0.00$0$0$0
LYLE D VICTOR
6130 WING LAKE ROADBLOOMFIELD HILLSMI48301SECRETARY0.00$0$0$0
LYLE D VICTOR
6130 WING LAKE ROADBLOOMFIELD HILLSMI48301DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$167,443AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,957AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$175,400TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$175,400AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,631CashDeemedCharitableAmt
Net Vl Noncharitable Assets$172,769NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,638MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,638MinimumInvestmentReturnAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$8,608DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,608DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,608DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,310ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$19,310QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,310AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,608DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$13,052ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,623ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,923ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,833ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,431TotalExcessDistributionCyovAmt
Qualifying Distributions$19,310QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,608AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,702RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$37,133TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,133ExcessDistriCyovToNextYrAmt
Excess From Year4$13,052ExcessFromYear4Amt
Excess From Year3$2,623ExcessFromYear3Amt
Excess From Year2$6,923ExcessFromYear2Amt
Excess From Year1$3,833ExcessFromYear1Amt
Excess From Current Year$10,702ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerLYLE D VICTORShareholderManagerNm
Shareholder ManagerLYLE D VICTORShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLYLE AND DIANE VICTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16130 WING LAKE ROADAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2488553540RecipientPhoneNum
Form And Info And MaterialsALL REQUESTS MUST BE IN WRITING AND CONTAIN AMOUNT OF REQUEST, REASON FOR REQUEST, IRS LETTER RULING SHOWING 501(C)(3) STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMUST BE FOR RELIGIOUS, CHARITABLE, EDUCATIONAL OR SCIENTIFIC ENDEAVORS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LEAGUE OF WOMEN VOTERS
725 S ADAMS RD STE L144BIRMINGHAMMI48009PCTO PROMOTE RACIAL EQUITY, ECONOMIC SECURITY, HEALTH AND WELL-BEING FOR ALL PEOPLE IN MICHIGAN THROUGH POLICY CHANGE.$1,060
OAKLAND COMMUNITY COLEDGE FOUNDATION
2480 OPDYKE RDBLOOMFIELD HILLSMI48304PUBLIC SCHOOL EDUCATION$10,500
BLOOMFIELD SCHOOL DISTRICT ROBOTICS
4925 ORCHARD LAKE RDBWEST BLOOMFIELDMI483232964PCPUBLIC SCHOOL EDUCATION$2,000
FIRST COLOMBIA TEAM GAMBIA
325 COMMERCE STREETALEXANDRIAVA22314PCTO PROVIDE ROBOTICS OPPORTUNITIES FOR YOUTHS.$2,500
LIFE REMODALED DURFEE ROBOTICS
2425 TUXEDO STREETDETROITMI48206PCPUBLIC SCHOOL EDUCATION$2,000
TEMPLE BETH EL
7400 TELEGRAPH ROADBLOOMFIELD HILLSMI48304PCJEWISH ORGANIZATION$90
AMERICAN HEART ASSOCIATION
27777 FRANKLIN ROAD 1150SOUTHFIELDMI48034PCHEART DISEASE RESEARCH$900
PIERCED FOREVER FOUNDATION
30850 TELEGRAPH ROAD 250BINGHAM FARMSMI48025PCTO PROVIDE HOUSEHOLDS ACCESS TO SUFFICIENT, NUTRITIOUS FOOD, AND RELATED RESOURCES.$260
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,310TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,164ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,758RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,164ExclusionAmt
Related Or Exempt Function Incm$4,758RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,922TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementSOURCE OF FUNDSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSPDR S&P500AssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Gross Sales Price$15,554GrossSalesPriceAmt
Basis$10,796BasisAmt
Basis MethodCOSTBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$4,758TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK$2,834$0
UNIT TRUSTS$71,493$202,320

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLICENSE AND REGULATIONDesc
Revenue And Expenses Per Books$20RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$98Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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