BETA

MENTORMORE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MENTORMORE FOUNDATION (EIN 46-1566887)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-31
IRS object ID
201933049349101018
Schema version
2018v3.1
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)
Return2019-10-31T17:03:06-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARATUS FINANCIAL INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15220 MCKINNEY AVE STE 200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461566887EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MENTORMORE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PARATUS FINANCIAL INCInCareOfNm
Business Name ControlMENTBusinessNameControlTxt
Phone2143787400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15930 ROYAL LANE Suite E-120AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAVERY MOREPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2143787400PhoneNum
Signature2019-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBONNIE GRISZPreparerPersonNm
PTINP00231238PTIN
Phone2143787400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address99.49.81.152IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id80511120193045000000FederalOriginalSubmissionId
Federal Original Submission Id2019-10-31FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDF96FA61ECF039E4B1B637768C95973866F333E2AtSubmissionCreationDeviceId
At Submission Filing Device Id1B332DDB566845D1BC49F7566EBF0FB9E222F31AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,358,266FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,270InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,270InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,230DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,230DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,103NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$134,902GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,103CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,103NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$15,603TotalRevAndExpnssAmt
Total Net Invst Incm$15,603TotalNetInvstIncmAmt
Total Adj Net Incm$2,103TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Adj Net Incm$1,200LegalFeesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,200TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,200TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,200TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$103,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$87,597ExcessRevenueOverExpensesAmt
Net Investment Income$15,603NetInvestmentIncomeAmt
Adjusted Net Income$903AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$766,007CashBOYAmt
Cash EOY$591,005CashEOYAmt
Cash EOYFMV$591,005CashEOYFMVAmt
Corporate Stock BOY$266,552CorporateStockBOYAmt
Corporate Stock EOY$318,113CorporateStockEOYAmt
Corporate Stock EOYFMV$767,261CorporateStockEOYFMVAmt
Total Assets BOY$1,032,559TotalAssetsBOYAmt
Total Assets EOY$909,118TotalAssetsEOYAmt
Total Assets EOYFMV$1,358,266TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Tot Net Ast Or Fund Balances BOY$1,032,559TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$909,118TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,032,559TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$909,118TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,032,559TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$87,597ExcessRevenueOverExpensesAmt
Subtotal$944,962SubtotalAmt
Tot Net Ast Or Fund Balances EOY$944,962TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMSSB 7672 ST COVEREDPropertyDesc
Gross Sales Price$134,902GrossSalesPriceAmt
Cost Or Other Basis$132,799CostOrOtherBasisAmt
Gain Or Loss$2,103GainOrLossAmt
Gains Minus Excess Or Losses$2,103GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,103CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,103NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,602AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$928,543NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041573DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,050AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$928,328NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.030216DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,501AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$575,160NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039121DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,286AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$239,526NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.063818DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,602AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$203,621NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037334DistributionYr5Rt
Total Distribution0.212062TotalDistributionRt
Average Distribution0.042412AverageDistributionRt
Net Vl Noncharitable Assets$1,356,344NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$57,525AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$156NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$57,681AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$103,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$156InvestmentIncomeExciseTaxAmt
Subtotal$156SubtotalAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Overpayment$3,844OverpaymentAmt
Applied To ES Tax$3,844AppliedToESTaxAmt

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 StateTXOrgReportOrRegisterStateCd
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 Line1PARATUS FINANCIAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2143787400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15220 MCKINNEY AVE STE 200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
AVERY MORE
5930 ROYAL LANEDALLASTX75230DIRECTOR0$0$0$0
JERRALYN R SMITH
5930 ROYAL LANEDALLASTX75230DIRECTOR0$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$698,493AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$678,506AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,376,999TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,376,999AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,655CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,356,344NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,817MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,817MinimumInvestmentReturnAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Total Tax$156TotalTaxAmt
Distributable Before Adj$67,661DistributableBeforeAdjAmt
Distributable Before Ded$67,661DistributableBeforeDedAmt
Distributable As Adjusted$67,661DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$103,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$156PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$103,044AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,661DistributableAsAdjustedAmt
Undistributed Income PY$9,369UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$103,200QualifyingDistributionsAmt
Applied To Year1$9,369AppliedToYear1Amt
Applied To Current Year$67,661AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,170RemainingDistriFromCorpusAmt
Total Corpus$26,170TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$26,170ExcessDistriCyovToNextYrAmt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$26,170ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAVERY MOREContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
1 MILLION 4 ANNA (OREN ZEBAIDA)
15301 DALLAS PARKWAY 1100ADDISONTX75001NONENONE$250
ANTI-DEFAMATION LEAGUE (ADL)
605 THIRD AVENUENEW YORKNY10158NONENONE$500
AYN RAND INSTITUE
2121 ALTON PARKWAY SUITE 250IRVINECA92606NONENONE$7,500
DALLAS AREA HABITAT FOR HUMANITY
2800 N HAMPTON RDDALLASTX75212NONENONE$10,000
DALLAS URBAN DEBATE ALLIANCE
PO BOX 670564DALLASTX75367NONENONE$10,000
FOR THE LOVE OF THE LAKE (WRL)
1152 N BUCKNER BLVD SUITE 123DALLASTX75218NONENONE$2,000
JEWISH COMMUNITY CENTER (JCC)
7900 NORTHAVEN RDDALLASTX75230NONENONE$2,000
KAHN ACADEMY
PO BOX 1630MOUNTAIN VIEWCA94042NONENONE$1,000
KENT PRESENTS INC
PO BOX 648KENTCT06757NONENONE$2,200
KERA-NTPB
3000 HARRY HINES BLVDDALLASTX75201NONENONE$2,000
LEUKEMIA & LYMPHOMA SOCIETY
8111 LBJ FREEWAY SUITE 425DALLASTX75251NONENONE$500
SALVATION ARMY
8787 N STEMMONS FWY SUITE 800DALLASTX75247NONENONE$250
TEXAS STATE TROOPERS
5540 N LAMAR BLVDAUSTINTX78751NONENONE$250
THE CATO INSTITUTE
1000 MASSACHUSETTS AVENUE NWWASHINGTONDC20001NONENONE$3,000
THE JEWISH FEDERATION - DALLAS
7800 NORTHAVEN ROADDALLASTX75230NONENONE$2,500
VAIL VALLEY FOUNDATION
90 BENCHMARK ROAD SUITE 300AVONCO81620NONENONE$2,000
VAIL MOUNTAIN RESCUE GROUP
PO BOX 1094EDWARDSCO81632NONENONE$1,500
WIKIPEDIA FOUNDATION INC
149 NEW MONTGOMERY ST 6TH FLOORSAN FRANCISCOCA94105NONENONE$1,000
FRIENDS OF NORTHAVEN TRAIL
PO BOX 670325DALLASTX75367NONENONE$2,000
NTPGA JUNIOR GOLF FOUNDATION
15150 PRESTON ROADDALLASTX75248NONENONE$500250
ROCKY MOUNTAIN PBS
1089 BANNOCK STREETDENVERCO80204NONENONE$500
THE HEBREW REALI SCHOOL IN HAIFA
1010 NORTHERN BLVDGREAT NECKNY11021NONENONE$10,000STE 208
DALLAS PARKS FOUNDATION
9540 GARLAND RDDALLASTX75218NONENONE$500STE 381-117
AMERICAN LIBRARY ASSOCIATION (ALA)
50 E HURON STCHICAGOIL60611NONENONE$2,000
AMERICAN TECHNION SOCIETY
55 E 59TH STNEW YORKNY10022NONENONE$2,500
BRAVO VAILORG
2271 N FRONTAGE RD W CVAILCO81657NONENONE$3,000
CENTER FOR INDEPENDENT THOUGHT
1420 WALNUT STPHILADELPHIAPA19102NONENONE$1,000STE 1011
CHABADORG (OREN ZEBAIDA)
2723 ROUTH STDALLASTX75201NONENONE$250
DALLAS MUSEUM OF ART
1717 N HARWOOD STDALLASTX75201NONENONE$2,500
LITERACY ACHIEVES DALLAS
4144 N CENTRAL EXPDALLASTX75204NONENONE$1,000STE 702
MAPSORG
1115 MISSON STSANTA CRUZCA95060NONENONE$2,000
NAMIORG
3803 N FAIRFAX DRARLINGTONVA22203NONENONE$2,000STE 100
NEW ISRAELI FUND
6 E 39TH STNEW YORKNY10016NONENONE$20,000SUITE 301
SEND A KID TO CAMP
5500 CARUTH HAVEN LANEDALLASTX75225NONENONE$1,000
SPCA
2400 LONE STAR DRDALLASTX75212NONENONE$1,000
SHATTERPROOF - TEAM ZACK
135 WEST 41ST STREETNEW YORKNY10036NONENONE$1,0006TH FLOOR
TRAVIS MANION FOUNDATION
PO BOX 1485DOYLESTOWNPA18901NONENONE$1,000
DIRECT RELIEF - FLORENCE
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117NONENONE$500
THE COLORADO FOURTEENERS INITIATIVE
1600 JACKSON STGOLDENCO80401NONENONE$500STE 352
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,200TotalGrantOrContriPdDurYrAmt

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$13,500ExclusionAmt
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$2,103ExclusionAmt
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$15,603ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,603TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY -012041StockNm
EOY Book Value$355,979EOYBookValueAmt

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