THEODORE P CHUFFERS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THEODORE P CHUFFERS FOUNDATION (EIN 82-3669239)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-28
IRS object ID
202041499349100309
Schema version
2019v5.1
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)
Return2020-05-28T11:43:18-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823669239EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Theodore P Chuffers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTHEOBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW L ANKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$741,435FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$204,805ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$898InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$898InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,787DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,787DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,957NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$553,739GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$172,022CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,160OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,160OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$258,607TotalRevAndExpnssAmt
Total Net Invst Incm$203,867TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$910TaxesRevAndExpnssAmt
Taxes Net Invst Incm$530TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,991OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$359OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,632OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,901TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$889TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,632TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,901TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$889TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,632TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$226,706ExcessRevenueOverExpensesAmt
Net Investment Income$202,978NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$51,285SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$58,934SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$58,934SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$352,928CorporateStockBOYAmt
Corporate Stock EOY$538,686CorporateStockEOYAmt
Corporate Stock EOYFMV$542,611CorporateStockEOYFMVAmt
Other Investments BOY$63,047OtherInvestmentsBOYAmt
Other Investments EOY$96,346OtherInvestmentsEOYAmt
Other Investments EOYFMV$139,890OtherInvestmentsEOYFMVAmt
Total Assets BOY$467,260TotalAssetsBOYAmt
Total Assets EOY$693,966TotalAssetsEOYAmt
Total Assets EOYFMV$741,435TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$467,260RetainedEarningBOYAmt
Retained Earning EOY$693,966RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$467,260TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$693,966TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$467,260TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$693,966TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$467,260TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$226,706ExcessRevenueOverExpensesAmt
Subtotal$693,966SubtotalAmt
Tot Net Ast Or Fund Balances EOY$693,966TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$553,739GrossSalesPriceAmt
Cost Or Other Basis$381,717CostOrOtherBasisAmt
Gain Or Loss$172,022GainOrLossAmt
Gains Minus Excess Or Losses$172,022GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$172,022CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$30,589AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$469,131NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065204DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$236,418NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.065204TotalDistributionRt
Average Distribution0.032602AverageDistributionRt
Net Vl Noncharitable Assets$600,778NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,587AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,030NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$21,617AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,632QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,030InvestmentIncomeExciseTaxAmt
Subtotal$2,030SubtotalAmt
Tax Based On Investment Income$2,030TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,830TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Andrew Anker
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Sec, Treas1.0$0$0$0
Astrid Anker
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Dagmar Anker
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Renee Anker
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Zachary Anker
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$555,260AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,667AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$609,927TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$609,927AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,149CashDeemedCharitableAmt
Net Vl Noncharitable Assets$600,778NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,039MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,039MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,030TaxBasedOnInvestmentIncomeAmt
Total Tax$2,030TotalTaxAmt
Distributable Before Adj$28,009DistributableBeforeAdjAmt
Distributable Before Ded$28,009DistributableBeforeDedAmt
Distributable As Adjusted$28,009DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,632ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$30,632QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,030PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,602AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,009DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr1$6,813ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,813TotalExcessDistributionCyovAmt
Qualifying Distributions$30,632QualifyingDistributionsAmt
Applied To Current Year$28,009AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,623RemainingDistriFromCorpusAmt
Total Corpus$9,436TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$9,436ExcessDistriCyovToNextYrAmt
Excess From Year1$6,813ExcessFromYear1Amt
Excess From Current Year$2,623ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAndrew AnkerContributingManagerNm
Contributing ManagerRENEE ANKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLUMBIA COLLEGE OF COLUMBIA UNIVERSITY
475 RIVERSIDE DR RM 917NEW YORKNY10115N/APCGeneral & Unrestricted$2,000
HOTCHKISS SCHOOL
PO BOX 800LAKEVILLECT06039N/APCGeneral & Unrestricted$1,000
LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DRRYE BROOKNY10573N/APCGeneral & Unrestricted$5,000
SECOND HARVEST OF SILICON VALLEY
750 CURTNER AVESAN JOSECA95125N/APCGeneral & Unrestricted$10,000
SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673N/APCGeneral & Unrestricted$4,500
THE INTERNATIONAL WALDENSTROMS MACROGLOBULINEMIA F
6144 CLARK CENTER AVESARASOTAFL34238N/APCGeneral & Unrestricted$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$898ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,787ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,957ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 Inc/LossDesc
Exclusion14ExclusionCd
Exclusion$3,160ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$53,802ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,802TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonAnker AndrewContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11401 Native Sons RoadAddressLine1Txt
CityWoodsideCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd
FieldValueIRS element (for citing)
Total Contributions$204,805TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyAPPLE INC AAPL, 1000 sh.NoncashPropertyDesc
Fair Market Value$204,805FairMarketValueAmt
Received2019-07-16ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BROOKFIELD PROPERTY REIT INC$104,401$101,475
IRON MOUNTAIN$100,874$105,171
MACERICH CO$74,821$67,300
MEREDITH CORP. (UNITED STATES)$109,091$97,410
TERRAFORM POWER, INC$65,219$84,645
VENTAS INC$84,280$86,610

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBROOKFIELD RENEWABLE PARTNERS,CategoryOrItemTxt
Book Value$96,346BookValueAmt
EOYFMV$139,890EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$5,607$5,607
Bank Charges$10$10
K-1 Exp BROOKFIELD RENEWABLE P$349$349
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 Inc/Loss BROOKFIELD RENEWABLE PARTNERS, L.PDesc
Revenue And Expenses Per Books$3,160RevenueAndExpensesPerBooksAmt
Net Investment Income$3,160NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2019$200
990-PF Extension for 2018$180
Foreign Tax Paid$530$530

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