FUCHS FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FUCHS FAMILY FOUNDATION INC (EIN 31-1803252)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-03
IRS object ID
202010639349100301
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)
Return2020-03-03T12:35:21-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823222207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALSH & DICKINSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 CORPORATE DRIVE SUITE 100AddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06484ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311803252EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FUCHS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFUCHBusinessNameControlTxt
Phone2033395027PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO R FUCHS 13201 BURGUNDY DR SOUTHAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELL FUCHSPersonNm
Person TitlePRESIDENT/SECRETARYPersonTitleTxt
Phone2033395027PhoneNum
Signature2020-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA M DICKINSON CPAPreparerPersonNm
PTINP01210503PTIN
Phone2034470550PhoneNum
Preparation2020-03-02PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,722,986FMVAssetsEOYAmt
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$463InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$463InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,530DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,530DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$990NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$235,983GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$990CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$29,983TotalRevAndExpnssAmt
Total Net Invst Incm$29,983TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$300InterestRevAndExpnssAmt
Interest Net Invst Incm$300InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$300TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$300TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$197,025ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$197,025ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$197,325TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$300TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$197,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$167,342ExcessRevenueOverExpensesAmt
Net Investment Income$29,683NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$96,565SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$164,216SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$164,216SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,281,951CorporateStockBOYAmt
Corporate Stock EOY$1,046,958CorporateStockEOYAmt
Corporate Stock EOYFMV$2,558,770CorporateStockEOYFMVAmt
Total Assets BOY$1,378,516TotalAssetsBOYAmt
Total Assets EOY$1,211,174TotalAssetsEOYAmt
Total Assets EOYFMV$2,722,986TotalAssetsEOYFMVAmt
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$1,378,516RetainedEarningBOYAmt
Retained Earning EOY$1,211,174RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,378,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,211,174TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,378,516TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,211,174TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,378,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$167,342ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,211,174SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,211,174TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 SHARES MOHAWK INDS INC2018-06-042019-08-16$110,382$204,641-$94,259-$94,259
500 SHARES MOHAWK INDS INC2008-11-182019-06-04$70,410$15,176$55,234$55,234
500 SHARES MOHAWK INDS INC2008-11-182019-08-16$55,191$15,176$40,015$40,015
FieldValueIRS element (for citing)
Capital Gain Net Income$990CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$381,020AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,210,428NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.172374DistributionYr1Rt
Adjusted Qlfy Distri Yr2$354,799AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,374,936NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.149393DistributionYr2Rt
Adjusted Qlfy Distri Yr3$287,090AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,322,452NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.123615DistributionYr3Rt
Adjusted Qlfy Distri Yr4$272,640AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,718,303NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.100298DistributionYr4Rt
Adjusted Qlfy Distri Yr5$270,807AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,753,776NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.098340DistributionYr5Rt
Total Distribution0.644020TotalDistributionRt
Average Distribution0.128804AverageDistributionRt
Net Vl Noncharitable Assets$2,468,997NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$318,017AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$297NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$318,314AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$197,025QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$594InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$594SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$594TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$595EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$595TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1OverpaymentAmt
Applied To ES Tax$1AppliedToESTaxAmt
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 StateCTOrgReportOrRegisterStateCd
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 BooksRUSSELL FUCHSIndividualWithBooksNm
Phone9145920055PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113201 BURGUNDY DR SOUTHAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
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

FieldValueIRS element (for citing)
PersonRUSSELL FUCHSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line113201 BURGUNDY DRIVE SOUTHAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33410ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT/SECRETARYTitleTxt
Average Hrs Per Wk Devoted To Pos4.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$2,412,258AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$94,338AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,506,596TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,506,596AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,599CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,468,997NetVlNoncharitableAssetsAmt
Minimum Investment Return$123,450MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$123,450MinimumInvestmentReturnAmt
Tax Based On Investment Income$594TaxBasedOnInvestmentIncomeAmt
Total Tax$594TotalTaxAmt
Distributable Before Adj$122,856DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$122,856DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$122,856DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$197,025ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$197,025QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$197,025AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$122,856DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$134,144ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$138,445ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$171,787ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$236,904ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$271,309ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$952,589TotalExcessDistributionCyovAmt
Qualifying Distributions$197,025QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$122,856AppliedToCurrentYearAmt
Remaining Distri From Corpus$74,169RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,026,758TotalCorpusAmt
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$134,144ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$892,614ExcessDistriCyovToNextYrAmt
Excess From Year4$138,445ExcessFromYear4Amt
Excess From Year3$171,787ExcessFromYear3Amt
Excess From Year2$236,904ExcessFromYear2Amt
Excess From Year1$271,309ExcessFromYear1Amt
Excess From Current Year$74,169ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF SHALVA ISRAEL INC
315 FIFTH AVENUE 6TH FLOORNEW YORKNY10016NONEPCGENERAL FUND$4,500
AMERICAN ISRAEL EDUCATION FUND
251 H STREETWASHINGTONDC20001NONEPCGENERAL FUND$30,000
WESTPORT ARTS CENTER
51 RIVERSIDE AVENUEWESTPORTCT06880NONEPCGENERAL FUND$10,000
BOYS & GIRLS CLUB OF PBC
800 NORTHPOINT PKWY 204WEST PALM BEACHFL33407NONEPCGENERAL FUND$20,000
SHATTERPROOF
135 WEST 41ST STREET 6TH FLOORNEW YORKNY10036NONEPCGENERAL FUND$2,325
FRIENDSHIP CIRCLE OF CLEVELAND
27900 GATES MILL BOULEVARDPEPPER PIKEOH44124NONEPCGENERAL FUND$1,000
FRECHMAN'S CREEK CHARITY FOUNDATION
13495 TORNAMENT DRIVEPALM BEACH GARDENSFL33410NONEPCGENERAL FUND$6,900
THE LOVEMARK FOUNDATION
1360 EAST 9TH STREETCLEVELANDOH44114NONEPCGENERAL FUND$2,500
GOODWIN FOUNDATION
ONE RIVERSIDE DRIVEHARTFORDCT06118NONEPCGENERAL FUND$30,000
NICKLAUS CHILDRENS HEALTH CARE FOUNDATION
11770 US HIGHWAY ONE SUITE 308NORTH PALM BEACHFL33408NONEPCGENERAL FUND$12,500
MISSION
250 PEQUOT AVENUE PO BOX 566SOUTHPORTCT06890NONEPCGENERAL FUND$2,000
JUPITER MEDICAL CENTER FOUNDATION
210 S OLD DIXIE HWYJUPITERFL33458NONEPCGENERAL FUND$25,000
BOCA RATON CHAMPIONS GOLF CHARITIES
1141 SOUTH ROGERS CIRCLE SUITE 1BOCA RATONFL33487NONEPCGENERAL FUND$4,000
FRANCIS OUIMET SCHOLARSHIP FUND
300 ARNOLD PALMER BOULEVARDNORTONMA02766NONEPCGENERAL FUND$6,300
PINK AID INC
PO BOX 5157WESTPORTCT06881NONEPCGENERAL FUND$10,000
NORMA F PHRIEM BREAT CARE CENTER INC
267 GRANT STREETBRIDGEPORTCT06610NONEPCGENERAL FUND$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$197,025TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$463ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,530ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$990ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$29,983ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,983TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
6000 WALT DISNEY COMPANY$238,783$867,780
1000 MASTERCARD$14,002$298,590
5000 STANLEY BLACK & DECKER$384,485$828,700
3000 VISA CL A$409,688$563,700

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.