S GARY SPICER SR FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
S GARY SPICER SR FOUNDATION (EIN 38-3341391)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-01
IRS object ID
202130609349100903
Schema version
2020v4.0
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)
Return2021-03-01T11:34:26-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN753148637PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHLAUPITZ MADHAVAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1820 KIRTS BLVD SUITE 100AddressLine1Txt
CityTROYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48084ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383341391EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1S GARY SPICER SR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSGARBusinessNameControlTxt
Phone3138849700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116845 KERCHEVAL SUITE 5AddressLine1Txt
CityGROSSE POINTECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonS GARY SPICER SRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3138849700PhoneNum
Signature2021-02-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstS GARYPersonFirstNm
Person LastSPICER SRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID KUDLAPreparerPersonNm
PTINP01546972PTIN
Phone2486491600PhoneNum
Preparation2021-03-01PreparationDt
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$1,089,927FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$63,672ContriRcvdRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$12NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,012GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$63,684TotalRevAndExpnssAmt
Total Net Invst Incm$12TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,750OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,750OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,724TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,724TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,429OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,419OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,153TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,143TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,010TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,370ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,370ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,523TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,143TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,380TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,839ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,926CashBOYAmt
Cash EOY$16,087CashEOYAmt
Cash EOYFMV$16,087CashEOYFMVAmt
Invst Land Cost Or Other Basis$1,040,150InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$1,040,150LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,040,150LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$1,040,150LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$39,690OtherInvestmentsBOYAmt
Other Investments EOY$33,690OtherInvestmentsEOYAmt
Other Investments EOYFMV$33,690OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,092,766TotalAssetsBOYAmt
Total Assets EOY$1,089,927TotalAssetsEOYAmt
Total Assets EOYFMV$1,089,927TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,092,766NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,089,927NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,092,766TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,089,927TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,092,766TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,089,927TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,092,766TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,839ExcessRevenueOverExpensesAmt
Subtotal$1,089,927SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,089,927TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyHEARTLANDPropertyDesc
How AcquiredPHowAcquiredCd
Sold2020-12-31SoldDt
Gross Sales Price$6,012GrossSalesPriceAmt
Cost Or Other Basis$6,000CostOrOtherBasisAmt
Gain Or Loss$12GainOrLossAmt
Gains Minus Excess Or Losses$12GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$12CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 StateMIOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksS GARY SPICER SRIndividualWithBooksNm
Phone3138849700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116845 KERCHEVAL SUITE 5AddressLine1Txt
CityGROSSE POINTECityNm
State AbbreviationMIStateAbbreviationCd
ZIP48230ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
S GARY SPICER SR
16845 KERCHEVAL SUITE 5GROSSE POINTEMI48230PRESIDENT5.00$0$0$0
ED ZIONKOWSKI
16845 KERCHEVAL SUITE 5GROSSE POINTEMI48230SECRETARY3.00$0$0$0
DEBRA SNYDER
16845 KERCHEVAL SUITE 5GROSSE POINTEMI48230TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,101AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,073,840FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,086,941TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,086,941AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,304CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,070,637NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,532MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,532MinimumInvestmentReturnAmt
Distributable Before Adj$53,532DistributableBeforeAdjAmt
Distributable Before Ded$53,532DistributableBeforeDedAmt
Distributable As Adjusted$53,532DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,380ExpensesAndContributionsAmt
Qualifying Distributions$54,380QualifyingDistributionsAmt
Adjusted Qualifying Distri$54,380AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,532DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$32,851ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$44,203ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$52,494ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$55,324ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$184,872TotalExcessDistributionCyovAmt
Qualifying Distributions$54,380QualifyingDistributionsAmt
Applied To Current Year$53,532AppliedToCurrentYearAmt
Remaining Distri From Corpus$848RemainingDistriFromCorpusAmt
Total Corpus$185,720TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$32,851ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$152,869ExcessDistriCyovToNextYrAmt
Excess From Year4$44,203ExcessFromYear4Amt
Excess From Year3$52,494ExcessFromYear3Amt
Excess From Year2$55,324ExcessFromYear2Amt
Excess From Current Year$848ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHARLES H WRIGHT MUSUEM
315 EAST WARRENDETROITMI48201GENERAL SUPPORT$250
DETROIT ATHLETIC CLUB
241 MADISONDETROITMI48226MILITARY BOXING EVENT$234
DETROIT CATHOLIC CENTRAL HS
27225 WIXOM ROADNOVIMI48374GENERAL SUPPORT$600
DETROIT INSTITUTE OF ARTS
5200 WOODWARD AVENUEDETROITMI48202GENERAL SUPPORT$300
EDSEL & ELEANOR FORD HOUSE
1100 LAKE SHORE ROADGROSSE POINTE SHORESMI48236GENERAL SUPPORT$3,500
FORT STREET PRESBYTERIAN CHURCH
631 W FORT STREETDETROITMI48226GENERAL SUPPORT$2,500
MICHIGAN STATE UNIVERSITY
535 CHESTNUT ROADEAST LANSINGMI48824LAW SCHOOL$2,500ROOM 300
SCHOMBERG CENTER FOR RESEARCH
515 MALCOLM X BOULEVARDNEW YORKNY10037GENERAL SUPPORT$100
THE HENRY FORD
20900 OAKWOOD BOULEVARDDEARBORNMI48124GENERAL SUPPORT$90
UNITED NEGRO COLLEGE FUND
1805 7TH STREETWASHINGTONDC20001GENERAL SUPPORT$100
WAYNE STATE UNIVERSITY
5700 CASS AVENUEDETROITMI48202GRADUATE SCHOLARSHIP$9,423SUITE 1200
ADRIAN COLLEGE
110 S MADISON STADRIANMI49221GENERAL SUPPORT$2,000
CITY TREASURER DETROIT
2 WOODWARD AVEDETROITMI48226GENERAL SUPPORT$2,500
GROSSE POINTE SOUTH BASEBALL
11 GROSSE POINTE BLVDGROSSE POINTE FARMSMI48236ATHLETIC PROGRAM$3,000
THE HELM
158 RIDGE RDGROSSE POINTE FARMSMI48236GENERAL SUPPORT$3,000
CHILDREN'S MOVEMENT OF FLORIDA
3250 SW THIRD AVEMIAMIFL33129GENERAL SUPPORT$1,000SUITE 305
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242GENERAL SUPPORT$600
NATIONAL MUSEUM OF AFRICAN AMERICAN
315 E WARREN AVEDETROITMI48201GENERAL SUPPORT$100
NEIGHBORHOOD CLUB
17150 WATERLOO STGROSSE POINTEMI48230GENERAL SUPPORT$250
TRISTAN RICHARDSON - SCHOLARSHIP
1903 W MICHIGAN AVEKALAMAZOOMI49008SCHOLARSHIP$1,500
ROTARY CLUB OF LINCOLN PARK
PO BOC 299LINCOLN PARKMI48146GENERAL SUPPORT$100
SCHS SOCCER BOOSTER CLUB
515 MALCOLM X BLVDNEW YORKNY10037GENERAL SUPPORT$1,000
SCHOMBERG CENTER - NYPL
515 MALCOLM X BLVDNEW YORKNY10037GENERAL SUPPORT$300
UNIVERSITY LIGGETT SCHOOL
1045 COOK RDGROSSE POINTE WOODSMI48236S. GARY SPICER, JR. SCHOLARSHIP$4,500
ST THECLA CATHOLIC CHURCH
20740 S NUNNELEY RDCLINTON TWPMI48038GENERAL SUPPORT$2,862
UNIVERSITY OF MICHIGAN
500 S STATE STANN ARBORMI48109MATTHAEI BOTANICAL GARDENS & NICHOLS$100
VANDERBILT
2201 WEST END AVENASHVILLETN37235GENERAL SUPPORT$4,927
VANDERBILT - BASEBALL SCHOLARSHIPS
2201 WEST END AVENASHVILLETN37235GENERAL SUPPORT$2,500
WAYNESBURG
51 W COLLEGE STWAYNESBURGPA15370GENERAL SUPPORT$1,534
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,370TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion24ExclusionCd
Exclusion$12ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
S GARY SPICER SR
116845 KERCHEVAL SUITE 5GROSSE POINTEMI48230$36,000Yes (X)
JOHN S MOMEYER
23 SOUTH RIVER COURTGROSSE POINTE WOODSMI48236$8,496Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$1,040,150CostOrOtherBasisAmt
Book Value$1,040,150BookValueAmt
EOYFMV$1,040,150EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HEARTLAND STOCKAT COST
MEMORABILIAFMV$33,690$33,690

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MAINTENANCE & UTILITIES$6,392$6,392
ANNUAL REPORT$20$10$10
BANK FEES$17$17

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryRESEARCH FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPROPERTY TAXCategoryTxt
Amt$2,724Amt
Net Investment Income$2,724NetInvestmentIncomeAmt

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