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SISTER IRMGARD DELFING CHARITABLE TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SISTER IRMGARD DELFING CHARITABLE TR (EIN 39-6781271)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202031359349101033
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)
Return2020-05-14T11:07:16-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TMI Trust CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 S 84th St Ste 325AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP532141474ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396781271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DELFING CHAR TR SISTER IRMGARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDELFBusinessNameControlTxt
Phone4148753234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o BMO HARRIS BANK NA 115 S 84th SAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53214ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJoe HorstmeierPersonNm
Person TitleVice PresidentPersonTitleTxt
Phone4148753234PhoneNum
Signature2020-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBeth Schroeder EAPreparerPersonNm
PTINP00472418PTIN
Phone4148753234PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.11.138.238IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-14IPDt
IP Tm11:05:14IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id22DD4298732F36F4728E54296F429D6B410CFF84AtSubmissionCreationDeviceId
At Submission Filing Device Id22DD4298732F36F4728E54296F429D6B410CFF84AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,878,828FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$361,412DividendsRevAndExpnssAmt
Dividends Net Invst Incm$361,412DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$590,367NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,628,249GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$590,367CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$13,935OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$965,714TotalRevAndExpnssAmt
Total Net Invst Incm$951,779TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$111,818CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$111,818CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$800AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$17,060TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,004TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$129,678TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$118,822TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$803,614ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$803,614ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$933,292TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$118,822TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$804,414TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,422ExcessRevenueOverExpensesAmt
Net Investment Income$832,957NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$213,161SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$336,039SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$336,039SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$536,872CorporateStockBOYAmt
Corporate Stock EOY$5,860,701CorporateStockEOYAmt
Corporate Stock EOYFMV$6,014,087CorporateStockEOYFMVAmt
Corporate Bonds BOY$12,453,525CorporateBondsBOYAmt
Corporate Bonds EOY$7,037,879CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,489,860CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$35,678OtherAssetsBOYAmt
Other Assets EOY$38,842OtherAssetsEOYAmt
Other Assets EOYFMV$38,842OtherAssetsEOYFMVAmt
Total Assets BOY$13,239,236TotalAssetsBOYAmt
Total Assets EOY$13,273,461TotalAssetsEOYAmt
Total Assets EOYFMV$16,878,828TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$13,239,236CapitalStockBOYAmt
Capital Stock EOY$13,273,461CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$13,239,236TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,273,461TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,239,236TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,273,461TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,239,236TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,422ExcessRevenueOverExpensesAmt
Other Increases$4,504OtherIncreasesAmt
Subtotal$13,276,162SubtotalAmt
Other Decreases$2,701OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,273,461TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Long Term Gain - Sale Schedule AttachedP2018-01-012019-12-31$3,287,986$0$2,912,882$375,104$0$0$0$375,104
Long Term Capital GainP2018-01-012019-12-31$215,263$0$0$215,263$0$0$0$215,263
Short Term Gain - Sales Schedule AttachedP2019-02-012019-12-31$125,000$0$125,000$0$0$0$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$590,367CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$822,604AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,999,308NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051415DistributionYr1Rt
Adjusted Qlfy Distri Yr2$787,871AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,027,103NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049159DistributionYr2Rt
Adjusted Qlfy Distri Yr3$737,573AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,941,487NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049364DistributionYr3Rt
Adjusted Qlfy Distri Yr4$806,300AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,495,798NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052033DistributionYr4Rt
Adjusted Qlfy Distri Yr5$795,302AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$15,780,709NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050397DistributionYr5Rt
Total Distribution0.252368TotalDistributionRt
Average Distribution0.050474AverageDistributionRt
Net Vl Noncharitable Assets$15,987,241NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$806,940AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,330NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$815,270AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$804,414QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,659InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,659SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,659TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,056EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$10,056TotalPaymentsAndCreditsAmt
Original Return Tax Paid$10,056OriginalReturnTaxPaidAmt
Tax Due$6,603TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BMO HARRIS BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4142877181PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1111 EAST KILBOURN AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
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
Relying Current Ntc Dsstr AsstYes (X)RelyingCurrentNtcDsstrAsstInd
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
Relying Current Ntc Dsstr Asst1Yes (X)RelyingCurrentNtcDsstrAsst1Ind
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BMO HARRIS BANK NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 E KILBOURN AVE STE 200AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos8.00AverageHrsPerWkDevotedToPosRt
Compensation$111,818CompensationAmt
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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,230,702AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,230,702TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$16,230,702AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$243,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,987,241NetVlNoncharitableAssetsAmt
Minimum Investment Return$799,362MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$799,362MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,659TaxBasedOnInvestmentIncomeAmt
Total Tax$16,659TotalTaxAmt
Distributable Before Adj$782,703DistributableBeforeAdjAmt
Distributable Before Ded$782,703DistributableBeforeDedAmt
Distributable As Adjusted$782,703DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$804,414ExpensesAndContributionsAmt
Qualifying Distributions$804,414QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$804,414AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$782,703DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$25,268ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$56,138ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$359ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,502ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$42,745ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$135,012TotalExcessDistributionCyovAmt
Qualifying Distributions$804,414QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$782,703AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,711RemainingDistriFromCorpusAmt
Total Corpus$156,723TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$25,268ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$131,455ExcessDistriCyovToNextYrAmt
Excess From Year4$56,138ExcessFromYear4Amt
Excess From Year3$359ExcessFromYear3Amt
Excess From Year2$10,502ExcessFromYear2Amt
Excess From Year1$42,745ExcessFromYear1Amt
Excess From Current Year$21,711ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBMO HARRIS BANK NARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1111 E Kilbourn Ave Ste 200AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Restrictions On AwardsPURSUANT TO TRUST AGREEMENT ALL NET INCOME PAYABLE TO SCHOENSTATT SISTERS OF MARY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHOENSTATT SISTERS OF MARYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1W284 N404 CHERRY LANEAddressLine1Txt
CityWAUKESHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP531889416ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusRELIGIOUSRecipientFoundationStatusTxt
Grant Or Contribution PurposeOPERATING EXPENSESGrantOrContributionPurposeTxt
Amt$803,614Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$803,614TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$361,412ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$590,367ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$951,779ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$951,779TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
Long Term Sales Schedule Attached2018-01Purchased2019-12$3,287,986$2,912,882$375,104
Long Term Capital Gain Schedule Attached2018-01Purchased2019-12$215,263$0$215,263
Short Term Sales Schedule Attached2019-02Purchased2019-12$125,000$125,000$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Interest paid on purchase deferred to 2020$2,452
Wash sale adjustment from current year$249

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Excise Tax Refund$3,879
Excise Tax Refund Applied as Est$10,056

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Interest paid on purchase in 2018 deferred to 2019$41
Accrual Adjustment$4,463

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ESTIMATED TAX$10,056
FOREIGN TAX$7,004$7,004

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