FRED J MALOOF FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FRED J MALOOF FAMILY FOUNDATION (EIN 38-3618043)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-02-13
IRS object ID
202000449349100515
Schema version
2019v5.0
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)
Return2020-02-13T13:12:07-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN815226625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GARELIK & EPSTEIN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118444 WEST TEN MILE ROAD 104AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48075ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383618043EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRED J MALOOF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFREDBusinessNameControlTxt
Phone5867742100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line128525 HARPER AVEAddressLine1Txt
CityST CLAIR SHORESCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48081ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRY THOMPSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5867742100PhoneNum
Signature2020-02-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT M GARELIK CPAPreparerPersonNm
PTINP00093443PTIN
Phone2485577466PhoneNum
Preparation2020-02-13PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,725,914FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,174InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,174InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,701DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,701DividendsNetInvstIncmAmt
Total Rev And Expnss$35,875TotalRevAndExpnssAmt
Total Net Invst Incm$35,875TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,155AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,155AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,155AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$259OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$259OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$259OtherProfFeesAdjNetIncmAmt
Interest Rev And Expnss$2InterestRevAndExpnssAmt
Interest Net Invst Incm$2InterestNetInvstIncmAmt
Interest Adj Net Incm$2InterestAdjNetIncmAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20TaxesNetInvstIncmAmt
Taxes Adj Net Incm$20TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,436TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,436TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,436TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$122,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$122,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$123,936TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,436TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,436TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$122,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$88,061ExcessRevenueOverExpensesAmt
Net Investment Income$34,439NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$303,362SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,130,618SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,130,618SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$491,170OtherInvestmentsBOYAmt
Other Investments EOY$595,296OtherInvestmentsEOYAmt
Other Investments EOYFMV$595,296OtherInvestmentsEOYFMVAmt
Total Assets BOY$794,532TotalAssetsBOYAmt
Total Assets EOY$4,725,914TotalAssetsEOYAmt
Total Assets EOYFMV$4,725,914TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$794,532RetainedEarningBOYAmt
Retained Earning EOY$4,725,914RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$794,532TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,725,914TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$794,532TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,725,914TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$794,532TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$88,061ExcessRevenueOverExpensesAmt
Other Increases$4,019,921OtherIncreasesAmt
Subtotal$4,726,392SubtotalAmt
Other Decreases$478OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,725,914TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$144,304AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$927,821NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.155530DistributionYr1Rt
Adjusted Qlfy Distri Yr2$43,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$942,054NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045645DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$982,563NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046816DistributionYr3Rt
Adjusted Qlfy Distri Yr4$46,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$966,771NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047581DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$996,954NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052159DistributionYr5Rt
Total Distribution0.347731TotalDistributionRt
Average Distribution0.069546AverageDistributionRt
Net Vl Noncharitable Assets$1,798,896NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$125,106AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$344NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$125,450AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$122,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$689InvestmentIncomeExciseTaxAmt
Subtotal$689SubtotalAmt
Tax Based On Investment Income$689TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$703TaxDueAmt

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 BooksHARRY THOMPSONIndividualWithBooksNm
Phone5867742100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line128525 HARPER STAddressLine1Txt
CityST CLAIR SHORESCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48081ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HARRY THOMPSON
28525 HARPER AVEST CLAIR SHORESMI48081PRESIDENT000.00$0$0$0
HARRY THOMPSON
28525 HARPER AVEST CLAIR SHORESMI48081V. PRESIDENT000.00$0$0$0
HARRY THOMPSON
28525 HARPER AVEST CLAIR SHORESMI48081SECRETARY000.00$0$0$0
HARRY THOMPSON
28525 HARPER AVEST CLAIR SHORESMI48081TREASURER000.00$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$557,805AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,268,485AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,826,290TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,826,290AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,394CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,798,896NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,945MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,945MinimumInvestmentReturnAmt
Tax Based On Investment Income$689TaxBasedOnInvestmentIncomeAmt
Total Tax$689TotalTaxAmt
Distributable Before Adj$89,256DistributableBeforeAdjAmt
Distributable Before Ded$89,256DistributableBeforeDedAmt
Distributable As Adjusted$89,256DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$122,500ExpensesAndContributionsAmt
Qualifying Distributions$122,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$122,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,256DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,622ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$98,859ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$101,481TotalExcessDistributionCyovAmt
Qualifying Distributions$122,500QualifyingDistributionsAmt
Applied To Current Year$89,256AppliedToCurrentYearAmt
Remaining Distri From Corpus$33,244RemainingDistriFromCorpusAmt
Total Corpus$134,725TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,622ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$132,103ExcessDistriCyovToNextYrAmt
Excess From Year1$98,859ExcessFromYear1Amt
Excess From Current Year$33,244ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFRED J MALOOFRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line128525 HARPERAddressLine1Txt
Address Line2AVEAddressLine2Txt
CityST CLAIR SHORESCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48081ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5867742100RecipientPhoneNum
Form And Info And MaterialsANYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COPS FOR KIDS
27665 JEFFERSON AVENUEST CLAIR SHORESMI48081BUSINESSCHARITABLE CONTRIBUTION$5,000
GLEANERS COMMUNITY BANK
2131 BEAUFAITDETROITMI48207BUSINESSCHARITABLE CONTRIBUTION$2,000
ST JUDE CHILDREN'S RESEARCH HOSP
501 ST JUDE PLACEMEMPHISTN38105BUSINESSCHARITABLE CONTRIBUTION$5,000
ST CLAIR SHORES GOODFELLOWS
26700 HARPER AVENUEST CLAIR SHORESMI48081BUSINESSCHARITABLE CONTRIBUTION$3,000
YAD EZRA
2850 ELEVEN MILE ROADBERKLEYMI48072BUSINESSCHARITABLE CONTRIBUTION$2,000
SOCIETY OF ST VINCENT DEPAUL
3000 GRATIOT AVENUEDETROITMI48207BUSINESSCHARITABLE CONTRIBUTION$5,000
ST CHARLES BORROMEO CHURCH
1491 BALDWINDETROITMI48214BUSINESSCHARITABLE CONTRIBUTION$30,000
ST LOUIS CENTER
16195 OLD US12CHELSEAMI48118BUSINESSCHARITABLE CONTRIBUTION$2,000
WIGS 4 KIDS
30126 HARPER AVESTCLAIR SHORESMI48082BUSINESSCHARITABLE CONTRIBUTION$1,000
MAKE A WISH FOUNDATION
4742 N 24TH ST 400PHOENIXAZ85016BUSINESSCHARITABLE CONTRIBUTION$3,000
ST CLAIR SHORES SPECIAL NEEDS PROG
2000 STEVENSST CLAIR SHORESMI48030CHARITABLE CONTRIBUTION$5,000
TARAHUMARA CHILDREN'S HOSPITAL
32538 SAGRINA CTWARRENMI48093CHARITABLE CONTRIBUTION$2,000
LUBAVITCH YESHIVA
15151 W TEN MILE RDOAK PARKMI48237CHARITABLE CONTRIBUTION$4,000
LITTLE SISITER OF THE POOR
930 S WYNN RDOREGONOH43616CHARITABLE CONTRIBUTION$2,000
ST CLAIRE SHORES-FIRE FIGHTERS FD
27600 JEFFERSON AVEST CLAIRE SHORESMI48081CHARITABLE CONTRIBUTION$2,000
ROC PARK
410 150TH AVEMADEIRA BEACHFL33708CHARITABLE CONTRIBUTION$25,000
ST JOAN OF ARC CATHOLIC CHURCH
22412 OVERLAKE DRST CLAIRE SHORESMI48080CHARITABLE CONTRIBUTION$5,000
DE LASALLE SCHOOL-1926 SOCIETY
14600 COMMON RDWARRENMI48088CHARITABLE CONTRIBUTION$5,000
CHABAD JEWISH CTR OF SOUTH DAKOTA
2900 W OLD YANKTON RDSIOUX FALLSSD57108CHARITABLE CONTRIBUTION$2,000
SISTERS OF THE IHM
610 W ELM AVEMOMROEMI48162CHATITABLE CONTRIBUTION$5,000
MARTY'S PLACE FOR ANIMALS
79223 BROWN RDBRUCE TWPMI48065CHARITABLE CONTRIBUTION$5,000
GROSSE POINTE ROTARY FDN
PO BOX 36366GROSS POINTEMI48236CHARITABLE CONTRIBUTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$122,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,174RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,701RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$35,875RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,875TotalIncomeProducingActyAmt

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)
CategoryG & ECategoryTxt
Amt$1,155Amt
Net Investment Income$1,155NetInvestmentIncomeAmt
Adjusted Net Income$1,155AdjustedNetIncomeAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDSFMV$393,249$393,249
HARTFORD FUNDSFMV$32,308$32,308
JP MORGAN EQUITYFMV$56,248$56,248
MFS VALUE FUNDFMV$69,981$69,981
A T & T STOCKFMV$19,540$19,540
VANGUARD FUNDFMV$23,970$23,970

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFED INC TAXDesc
Amt$478Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
INCREASE IN FMV OF INVESTMENTS$94,084
ESTATE TRANSFER$3,925,837

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MERRILL LYNCH$150$150$150
COMERCA BK$109$109$109

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryLICENSECategoryTxt
Amt$20Amt
Net Investment Income$20NetInvestmentIncomeAmt
Adjusted Net Income$20AdjustedNetIncomeAmt

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