BETA

ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201933189349100448
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)
Return2019-11-14T09:10:44-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph C Sbrocco CPAPreparerPersonNm
PTINP00069069PTIN
Phone2168311200PhoneNum
Preparation2019-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.203.198.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id34122420193185000004FederalOriginalSubmissionId
Federal Original Submission Id2019-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id34089975C9E51BE86CA840C95A49BD49D8F931EEAtSubmissionCreationDeviceId
At Submission Filing Device Id34089975C9E51BE86CA840C95A49BD49D8F931EEAtSubmissionFilingDeviceId
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$365,043FMVAssetsEOYAmt
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$24,161DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,161DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,191NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$86,549GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,191CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$41,352TotalRevAndExpnssAmt
Total Net Invst Incm$41,352TotalNetInvstIncmAmt
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$2,460OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,460OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Taxes Net Invst Incm$100TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,510TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,510TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,310TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,510TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$23,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,042ExcessRevenueOverExpensesAmt
Net Investment Income$35,842NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,459SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,932SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,932SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$348,120CorporateStockBOYAmt
Corporate Stock EOY$357,190CorporateStockEOYAmt
Corporate Stock EOYFMV$357,111CorporateStockEOYFMVAmt
Total Assets BOY$353,579TotalAssetsBOYAmt
Total Assets EOY$365,122TotalAssetsEOYAmt
Total Assets EOYFMV$365,043TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$353,579UnrestrictedBOYAmt
Unrestricted EOY$365,122UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$353,579TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$365,122TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$353,579TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$365,122TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$353,579TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,042ExcessRevenueOverExpensesAmt
Subtotal$365,621SubtotalAmt
Other Decreases$499OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$365,122TotNetAstOrFundBalancesEOYAmt

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 - ST DETAILS AVAILABLE UPON REQUEST2018-12-28$31,233$32,612-$1,379-$1,379
NFS - LT DETAILS AVAILABLE UPON REQUEST2018-11-27$30,941$30,503$438$438
NFS - LT DETAILS AVAILABLE UPON REQUEST2018-03-09$24,375$6,243$18,132$18,132
FieldValueIRS element (for citing)
Capital Gain Net Income$17,191CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,175AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$405,637NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044806DistributionYr1Rt
Adjusted Qlfy Distri Yr2$23,989AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$378,684NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063348DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,056AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$388,703NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059315DistributionYr3Rt
Adjusted Qlfy Distri Yr4$32,064AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$415,844NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.077106DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,493AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$381,281NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.087843DistributionYr5Rt
Total Distribution0.332418TotalDistributionRt
Average Distribution0.066484AverageDistributionRt
Net Vl Noncharitable Assets$409,346NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,215AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$358NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,573AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$717InvestmentIncomeExciseTaxAmt
Subtotal$717SubtotalAmt
Tax Based On Investment Income$717TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$324EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$324TotalPaymentsAndCreditsAmt
Tax Due$393TaxDueAmt

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$394,576AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,004AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$415,580TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$415,580AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,234CashDeemedCharitableAmt
Net Vl Noncharitable Assets$409,346NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,467MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,467MinimumInvestmentReturnAmt
Tax Based On Investment Income$717TaxBasedOnInvestmentIncomeAmt
Total Tax$717TotalTaxAmt
Distributable Before Adj$19,750DistributableBeforeAdjAmt
Distributable Before Ded$19,750DistributableBeforeDedAmt
Distributable As Adjusted$19,750DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$23,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$23,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,750DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,747ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,496ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,848ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,473ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$24,564TotalExcessDistributionCyovAmt
Qualifying Distributions$23,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$19,750AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,050RemainingDistriFromCorpusAmt
Total Corpus$28,614TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,747ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$24,867ExcessDistriCyovToNextYrAmt
Excess From Year4$11,496ExcessFromYear4Amt
Excess From Year3$3,848ExcessFromYear3Amt
Excess From Year2$5,473ExcessFromYear2Amt
Excess From Current Year$4,050ExcessFromCurrentYearAmt
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 (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHRIST CHILD SOCIETY OF NAPLES FLORIDA
PO BOX 770179NAPLESFL34107NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$300
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$3,000
GILMOUR ACADEMY
34001 CEDAR RDGATES MILLSOH44040NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$3,000
CORNERSTONE CHRISTIAN ACADEMY
2846 SOM CENTER ROADWILLOUGHBYOH44094NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,500
ST FRANCIS HIGH SCHOOL
4129 LAKE SHORE RDHAMBURGNY14075NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$4,000
HERSHEY MONTESSORI SCHOOL
10229 PROUTY ROADCONCORD TWPOH44077NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$2,500
HOPE RIDGE PRESCHOOL
9870 JOHNNYCAKE RIDGE RDMENTOROH44060NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
CLEVELAND MUSEUM OF NATURAL HISTORY
1 WADE OVAL DRCLEVELANDOH44106NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$500
UNIVERSITY HOSPITALS
2101 ADELBERT RDCLEVELANDOH44106NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
HARVEY ALUMNI ASSOCIATION
200 WEST WALNUT AVENUEPAINESVILLEOH44077NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$500
PARTNERS IN CARE
732 MOTT STREET SUITE 150SAN FERNANDOCA91340NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
COMMUNITY CONCERN
46469 SR 46NEW WATERFORDOH44445NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,800TotalGrantOrContriPdDurYrAmt

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$24,161ExclusionAmt
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$17,191ExclusionAmt
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$41,352ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,352TotalIncomeProducingActyAmt

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$357,190EOYBookValueAmt
EOYFMV$357,111EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXES PAID NOT DEDUCTIBLEDesc
Amt$499Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT AND BANK FEESCategoryTxt
Amt$2,460Amt
Net Investment Income$2,460NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

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