WALTER & JEAN KALBERER FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WALTER & JEAN KALBERER FOUNDATION (EIN 34-1817179)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202223119349102072
Schema version
2021v4.2
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)
Return2022-11-07T16:51:01-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270928388PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TANCURA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1551 FIFTH AVE 33RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10176ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341817179EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WALTER & JEAN KALBERER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALTBusinessNameControlTxt
Phone4404233440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11259 WEST HILL DRIVEAddressLine1Txt
CityGATES MILLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGWENN S WINKHAUSPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2035176296PhoneNum
Signature2022-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGWENNPersonFirstNm
Person LastWINKHAUSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGWENN S WINKHAUSPreparerPersonNm
PTINP00020964PTIN
Phone6467016084PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,130,427FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$267,810ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,818DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,818DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$281,645TotalRevAndExpnssAmt
Total Net Invst Incm$13,835TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$621,269ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$621,269ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$621,269TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$621,269TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$339,624ExcessRevenueOverExpensesAmt
Net Investment Income$13,835NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,119CashBOYAmt
Cash EOY$63,287CashEOYAmt
Cash EOYFMV$63,287CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,046SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,864SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,864SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$192,257CorporateStockBOYAmt
Corporate Stock EOY$123,568CorporateStockEOYAmt
Corporate Stock EOYFMV$2,032,491CorporateStockEOYFMVAmt
Other Assets BOY$1,029,785OtherAssetsBOYAmt
Other Assets EOY$1,029,785OtherAssetsEOYAmt
Other Assets EOYFMV$1,029,785OtherAssetsEOYFMVAmt
Total Assets BOY$1,269,207TotalAssetsBOYAmt
Total Assets EOY$1,221,504TotalAssetsEOYAmt
Total Assets EOYFMV$3,130,427TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,269,207RetainedEarningBOYAmt
Retained Earning EOY$1,221,504RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,269,207TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,221,504TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,269,207TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,221,504TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,269,207TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$339,624ExcessRevenueOverExpensesAmt
Other Increases$291,921OtherIncreasesAmt
Subtotal$1,221,504SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,221,504TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$192InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$192SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$192TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,954EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,954TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,762OverpaymentAmt
Applied To ES Tax$2,762AppliedToESTaxAmt
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
Org Report Or Register StateOHOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GWENN WINKHAUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2035176296PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11259 WEST HILL DRIVEAddressLine1Txt
CityGATES MILLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44040ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WALTER E KALBERER
1259 WEST HILL DRIVEGATES MILLSOH44040TRUSTEE/PRESIDENT1.00$0$0$0
JEAN C KALBERER
1259 WEST HILL DRIVEGATES MILLSOH44040TRUSTEE/VICE-PRESIDENT2.00$0$0$0
GWENN S WINKHAUS
C/O 1259 WEST HILL DRIVEGATES MILLSOH44040TRUSTEE/SECRETARY1.00$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$2,104,793AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,135AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,160,928TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,160,928AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,414CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,128,514NetVlNoncharitableAssetsAmt
Minimum Investment Return$106,426MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$106,426MinimumInvestmentReturnAmt
Tax Based On Investment Income$192TaxBasedOnInvestmentIncomeAmt
Total Tax$192TotalTaxAmt
Distributable Before Adj$106,234DistributableBeforeAdjAmt
Recoveries Qualfied Distri$7,151RecoveriesQualfiedDistriAmt
Distributable Before Ded$113,385DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$113,385DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$621,269ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$621,269QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,385DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$35,480ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$56,263ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$797,591ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,041,750ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,931,084TotalExcessDistributionCyovAmt
Qualifying Distributions$621,269QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$113,385AppliedToCurrentYearAmt
Remaining Distri From Corpus$507,884RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,438,968TotalCorpusAmt
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$3,438,968ExcessDistriCyovToNextYrAmt
Excess From Year4$35,480ExcessFromYear4Amt
Excess From Year3$56,263ExcessFromYear3Amt
Excess From Year2$797,591ExcessFromYear2Amt
Excess From Year1$2,041,750ExcessFromYear1Amt
Excess From Current Year$507,884ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWALTER E KALBERERContributingManagerNm
Contributing ManagerJEAN C KALBERERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWALTER AND JEAN KALBERERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11259 WEST HILL DRIVEAddressLine1Txt
CityGATES MILLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44040ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6467016084RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNO SPECIFIC DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ARE IMPOSED ON THE AWARDS. HOWEVER, EACH DONEE MUST BE AN EXEMPT ORGANIZATION UNDER IRC SECTION 501(C)(3).RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CLEVELAND PLAYHOUSE
PLAYHOUSE SQUARECLEVELANDOH44114NONE501(C)(3)CHARITABLECHARITABLE$102,077
CLEVELAND BOTANICAL GARDENS
11030 EAST BLVECLEVELANDOH44106NONE501(C)(3)CHARITABLE$11,084
CLEVELAND METROPOLITAN ZOO
3900 WILDFILE WAYCLEVELANDOH44109NONE501(C)(3)CHARITABLE$508,108
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$621,269TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,818RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$13,835RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,835TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3CHARITABLE CONTRIBUTIONS
4CHARITABLE CONTRIBUTIONS
7CHARITABLE CONTRIBUTIONS
8CHARITABLE CONTRIBUTIONS

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
JEAN C KALBERER
11259 WEST HILL DRIVEGATES MILLSOH44040$65,499Yes (X)
JEAN C KALBERER
21259 WEST HILL DRIVEGATES MILLSOH44040$33,737Yes (X)
JEAN C KALBERER
31259 WEST HILL DRIVEGATES MILLSOH44040$54,955Yes (X)
JEAN C KALBERER
41259 WEST HILL DRIVEGATES MILLSOH44040$7,869Yes (X)
JEAN C KALBERER
51259 WEST HILL DRIVEGATES MILLSOH44040$2,045Yes (X)
JEAN C KALBERER
61259 WEST HILL DRIVEGATES MILLSOH44040$69,062Yes (X)
JEAN C KALBERER
71259 WEST HILL DRIVEGATES MILLSOH44040$34,643Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1600 SHARES ABBOTT$65,4992021-06-08
2300 SHARES ABBVIE$33,7372021-06-08
3250 SHARES LILY$54,9552021-06-08
4175 SHARES PFIZER$7,8692021-08-03
5145 SHARES VIATRIS$2,0452021-08-03
6500 SHARES SEMPRA ENERGY SRE$69,0622021-05-11
7300 SHARES ABBVIE$34,6432021-05-11

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$123,568EOYBookValueAmt
EOYFMV$2,032,491EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCASH SURRENDER VALUE LIFE INSURANCEDesc
BOY Book Value$1,029,785BOYBookValueAmt
EOY Book Value$1,029,785EOYBookValueAmt
EOYFMV$1,029,785EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescEXCESS OF FMV OVER BASIS OF STOCK CONTRIBUTED/RECEIVEDDesc
Amt$291,921Amt

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