ROBERT AND PATRICIA WHEELER FAM FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND PATRICIA WHEELER FAM FOUNDATION (EIN 36-7689530)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-13
IRS object ID
202043189349103909
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)
Return2020-11-13T15:01:48-08:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAMILTON THIES & LORCH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 S WACKER DR STE 3800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367689530EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT AND PATRICIA WHEELER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone6304161230PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11036 Olesen DriveAddressLine1Txt
CityNAPERVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP60540ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT WHEELERPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone6304161230PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAfton L GauronPreparerPersonNm
PTINP01478638PTIN
Phone3126508650PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.140.192.219IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm15:01:32IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA9FE1D5A6FFF008139AB2AAD566766ED57514280AtSubmissionCreationDeviceId
At Submission Filing Device IdA9FE1D5A6FFF008139AB2AAD566766ED57514280AtSubmissionFilingDeviceId
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$782,835FMVAssetsEOYAmt
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$34InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$47,080DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,080DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,538NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$505,120GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$16,343OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,343OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$59,919TotalRevAndExpnssAmt
Total Net Invst Incm$63,457TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$23,139LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$23,139LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,822OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,822OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$754TaxesRevAndExpnssAmt
Taxes Net Invst Incm$754TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$27,715TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,715TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$252,955ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$279,916ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$280,670TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,715TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$279,916TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$220,751ExcessRevenueOverExpensesAmt
Net Investment Income$35,742NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$61,579SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,364SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,364SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$817,705CorporateStockBOYAmt
Corporate Stock EOY$807,972CorporateStockEOYAmt
Corporate Stock EOYFMV$762,471CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$129,466OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,008,750TotalAssetsBOYAmt
Total Assets EOY$828,336TotalAssetsEOYAmt
Total Assets EOYFMV$782,835TotalAssetsEOYFMVAmt
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$1,008,750CapitalStockBOYAmt
Capital Stock EOY$828,336CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,008,750TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$828,336TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,008,750TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$828,336TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,008,750TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$220,751ExcessRevenueOverExpensesAmt
Subtotal$787,999SubtotalAmt
Other Decreases-$40,337OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$828,336TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities see scheduleP2017-01-012019-12-31$505,120$0$379,192$125,928$0$0$0$125,928
Shelfbucks Privately Held InvestmentP2016-12-012019-08-01$0$0$129,466-$129,466$0$0$0-$129,466
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,538CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$273,877AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$0NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$68,788AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,381,783NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049782DistributionYr2Rt
Adjusted Qlfy Distri Yr3$48,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,354,343NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.035885DistributionYr3Rt
Total Distribution0.085667TotalDistributionRt
Average Distribution0.028556AverageDistributionRt
Net Vl Noncharitable Assets$983,660NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$28,089AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$357NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$28,446AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$279,916QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$357InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$357SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$357TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$357TaxDueAmt
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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
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 Line1MORGAN STANLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3126483568PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1227 W MONROE ST STE 3400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT WHEELER
1036 Olesen DrNAPERVILLEIL60540CO-TRUSTEE2.00$0$0$0
PATRICIA WHEELER
1036 Olesen DrNAPERVILLEIL60540CO-TRUSTEE1.00$0$0$0
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$966,602AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,038AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$998,640TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$998,640AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,980CashDeemedCharitableAmt
Net Vl Noncharitable Assets$983,660NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,183MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,183MinimumInvestmentReturnAmt
Tax Based On Investment Income$357TaxBasedOnInvestmentIncomeAmt
Total Tax$357TotalTaxAmt
Distributable Before Adj$48,826DistributableBeforeAdjAmt
Distributable Before Ded$48,826DistributableBeforeDedAmt
Distributable As Adjusted$48,826DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$279,916ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$279,916QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$357PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$279,559AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,826DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$69,493ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$274,901ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$344,394TotalExcessDistributionCyovAmt
Qualifying Distributions$279,916QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$279,916RemainingDistriFromCorpusAmt
Total Corpus$624,310TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$48,826UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$624,310ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$69,493ExcessFromYear2Amt
Excess From Year1$274,901ExcessFromYear1Amt
Excess From Current Year$279,916ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT WHEELERContributingManagerNm
Contributing ManagerPATRICIA WHEELERContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bridge Communities
505 Crescent BlvdGlen EllynIL60137PCHOMELESS$12,000
WEST SUBURBAN COMMUNITY PANTRY
6809 HOBSON VALLEY DR 118WOODRIDGEIL60517PCFOOD DISTRBUTION$85,000
UNIVERSITY OF ST FRANCIS
500 WILCOX STJOLIETIL60435PCEDUCATION$100,176
CATHOLIC THEOLOGICAL UNION
5401 S CORNELL AVECHICAGOIL60615PCEDUCATION$40,779
COMMUNITIES INC(Unlocking Communities)
912 JULIAN CTNAPERVILLEIL60540PCHUMANITARIAN AID HATI$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$252,955TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,080ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$125,928ExclusionAmt
Related Or Exempt Function Incm-$3,538RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$173,042ExclusionAmt
Related Or Exempt Function Incm-$3,538RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$169,504TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmtAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDt
Various$505,120$379,192$125,928
Shelfbucks$0$129,466-$129,4662016-12Purchased2019-08

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCost Basis Adjustment stock gifts(see attached)Desc
Amt-$40,337Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPartnership DistributionsDesc
Revenue And Expenses Per Books$16,343RevenueAndExpensesPerBooksAmt
Net Investment Income$16,343NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$754Amt
Net Investment Income$754NetInvestmentIncomeAmt

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