BETA

ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-09
IRS object ID
202043149349101504
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)
Return2020-11-09T14:13:30-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HW&COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line123240 Chagrin Blvd Suite 700AddressLine1Txt
CityClevelandCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441225450ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341877125EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Anderson Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROBERT L ANDERSONInCareOfNm
Business Name ControlANDEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11504 Marsh Wren LaneAddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT L ANDERSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2396433932PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph C Sbrocco CPAPreparerPersonNm
PTINP00069069PTIN
Phone2168311200PhoneNum
Preparation2020-11-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.203.198.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id34122420203145000010FederalOriginalSubmissionId
Federal Original Submission Id2020-11-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0B9CEC56E7D7AED94D6C12A1AC71A259EF49A470AtSubmissionCreationDeviceId
At Submission Filing Device Id0B9CEC56E7D7AED94D6C12A1AC71A259EF49A470AtSubmissionFilingDeviceId
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$369,382FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$15,546DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,546DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$152,178GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,322CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$45,867TotalRevAndExpnssAmt
Total Net Invst Incm$45,868TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,950AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,154OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,154OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Taxes Net Invst Incm$100TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,204TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,204TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,704TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,204TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$54,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,837ExcessRevenueOverExpensesAmt
Net Investment Income$40,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,932SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,748SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,748SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$357,190CorporateStockBOYAmt
Corporate Stock EOY$328,133CorporateStockEOYAmt
Corporate Stock EOYFMV$346,634CorporateStockEOYFMVAmt
Total Assets BOY$365,122TotalAssetsBOYAmt
Total Assets EOY$350,881TotalAssetsEOYAmt
Total Assets EOYFMV$369,382TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$365,122NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$350,880NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$365,122TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$350,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$365,122TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$350,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$365,122TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,837ExcessRevenueOverExpensesAmt
Subtotal$351,285SubtotalAmt
Other Decreases$405OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$350,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NFS 49782019-12-19$32,178$30,218$1,960$1,960
NFS 49782019-12-19$61,897$58,972$2,955$2,925
NFS 49782019-10-17$58,103$32,699$25,407$25,404
FieldValueIRS element (for citing)
Capital Gain Net Income$30,322CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,800AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$409,346NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058142DistributionYr1Rt
Adjusted Qlfy Distri Yr2$18,175AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$405,637NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044806DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,989AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$378,684NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.063348DistributionYr3Rt
Adjusted Qlfy Distri Yr4$23,056AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$388,703NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059315DistributionYr4Rt
Adjusted Qlfy Distri Yr5$32,064AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$415,844NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.077106DistributionYr5Rt
Total Distribution0.302717TotalDistributionRt
Average Distribution0.060543AverageDistributionRt
Net Vl Noncharitable Assets$361,155NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$21,865AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$407NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,272AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$54,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$407InvestmentIncomeExciseTaxAmt
Subtotal$407SubtotalAmt
Tax Based On Investment Income$407TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$407TaxDueAmt

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 StateOHOrgReportOrRegisterStateCd
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 Line1ROBERT L ANDERSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2396433932PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11504 MARSH WREN LANEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34105ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT L ANDERSON
1504 Marsh Wren LaneNaplesFL34105PRESIDENT1.0$0$0$0
JOANNE L ANDERSON
1504 Marsh Wren LaneNaplesFL34105TREASURER1.0$0$0$0
CYNTHIA L ANDERSON
1504 Marsh Wren LaneNaplesFL34105SECRETARY1.0$0$0$0
DOUGLAS L ANDERSON
1504 Marsh Wren LaneNaplesFL34105VICE-PRESIDENT1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$346,355AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,300AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$366,655TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$366,655AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,500CashDeemedCharitableAmt
Net Vl Noncharitable Assets$361,155NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,058MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,058MinimumInvestmentReturnAmt
Tax Based On Investment Income$407TaxBasedOnInvestmentIncomeAmt
Total Tax$407TotalTaxAmt
Distributable Before Adj$17,651DistributableBeforeAdjAmt
Distributable Before Ded$17,651DistributableBeforeDedAmt
Distributable As Adjusted$17,651DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$54,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$407PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$54,093AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,651DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,496ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,848ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,473ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$4,050ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$24,867TotalExcessDistributionCyovAmt
Qualifying Distributions$54,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$17,651AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,849RemainingDistriFromCorpusAmt
Total Corpus$61,716TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,496ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$50,220ExcessDistriCyovToNextYrAmt
Excess From Year4$3,848ExcessFromYear4Amt
Excess From Year3$5,473ExcessFromYear3Amt
Excess From Year1$4,050ExcessFromYear1Amt
Excess From Current Year$36,849ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT JOANNE ANDERSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHICAGO STATE UNIVERSITY
9501 S KING DRIVECHICAGOIL60628NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$3,500
FIELDSTONE FARM THERAPEUTIC RIDING CENTER
16497 Snyder RoadChagrin FallsOH44023NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$500
CLOTHE A CHILD
785 MENTOR AVEWILLOUGHBYOH44094NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
LIFE ACT
29425 CHAGRIN BLVD STE 203CLEVELANDOH44122NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$2,000
GILMOUR ACADEMY
34001 CEDAR RDGATES MILLSOH44040NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$34,000
CORNERSTONE CHRISTIAN ACADEMY
2846 SOM CENTER ROADWILLOUGHBYOH44094NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$4,000
DOGS UNLIMITED RESCUE
23205 MERCANTILE ROADBEACHWOODOH44122NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
MILESTONE AUTISM RESOURCE
4853 GALAXY PARKWAY SUITE AWARRENSVILLE HEIGHTSOH44128NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$200
AVOW HOSPICE OF NAPLES
1095 WHIPPOORWILL LANENAPLESFL34105NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$100
JDRF
200 VESEY STREET 28TH FLOORNEW YORKNY10281NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$500
UNIVERSITY HOSPITALS
2101 ADELBERT RDCLEVELANDOH44106NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$5,000
HARVEY ALUMNI ASSOCIATION
200 WEST WALNUT AVENUEPAINESVILLEOH44077NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$100
THE SALVATION ARMY
PO BOX 8209NAPLESFL34101NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,100
PROJECT HOME INC
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
LAKE ERIE COLLEGE
391 W WASHINNGTON STREETPAINESVILLEOH44077NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,546ExclusionAmt
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$30,321ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$45,867ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,867TotalIncomeProducingActyAmt

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)
CategoryTAX PREP FEESCategoryTxt
Amt$2,950Amt
Net Investment Income$2,950NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockDETAILS AVAILABLE UPON REQUESTStockNm
EOY Book Value$328,133EOYBookValueAmt
EOYFMV$346,634EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXES PAID NOT DEDUCTIBLEDesc
Amt$405Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT AND BANK FEESCategoryTxt
Amt$2,154Amt
Net Investment Income$2,154NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXCategoryTxt
Amt$100Amt
Net Investment Income$100NetInvestmentIncomeAmt

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