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SISTER IRMGARD DELFING CHARITABLE TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SISTER IRMGARD DELFING CHARITABLE TR (EIN 39-6781271)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-09
IRS object ID
201901299349101235
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)
Return2019-05-09T10:39:56-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Street Suite 325AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53214ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

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
Phone9207494210PhoneNum

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
Phone9207494210PhoneNum
Signature2019-04-17SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura Lesperance CPAPreparerPersonNm
PTINP00473242PTIN
Phone4148753240PhoneNum
Preparation2019-04-23PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.11.138.238IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-09IPDt
IP Tm10:25:06IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9A35A1D02F9729A0528B2479A01AFEF2319CD8DEAtSubmissionCreationDeviceId
At Submission Filing Device Id22DD4298732F36F4728E54296F429D6B410CFF84AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,989,496FMVAssetsEOYAmt
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$361,300DividendsRevAndExpnssAmt
Dividends Net Invst Incm$361,300DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$764,586NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,065,352GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$764,586CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$4OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,125,890TotalRevAndExpnssAmt
Total Net Invst Incm$1,125,886TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$114,187CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$114,187CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$44,836TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,368TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$159,023TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$120,555TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$832,657ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$832,657ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$991,680TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$120,555TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$832,657TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$134,210ExcessRevenueOverExpensesAmt
Net Investment Income$1,005,331NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$218,495SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$213,161SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$213,161SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$525,955CorporateStockBOYAmt
Corporate Stock EOY$536,872CorporateStockEOYAmt
Corporate Stock EOYFMV$665,347CorporateStockEOYFMVAmt
Corporate Bonds BOY$12,322,270CorporateBondsBOYAmt
Corporate Bonds EOY$12,453,525CorporateBondsEOYAmt
Corporate Bonds EOYFMV$14,075,310CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$36,802OtherAssetsBOYAmt
Other Assets EOY$35,678OtherAssetsEOYAmt
Other Assets EOYFMV$35,678OtherAssetsEOYFMVAmt
Total Assets BOY$13,103,522TotalAssetsBOYAmt
Total Assets EOY$13,239,236TotalAssetsEOYAmt
Total Assets EOYFMV$14,989,496TotalAssetsEOYFMVAmt
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 SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$13,103,522CapitalStockBOYAmt
Capital Stock EOY$13,239,236CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$13,103,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,239,236TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,103,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,239,236TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,103,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$134,210ExcessRevenueOverExpensesAmt
Other Increases$1,544OtherIncreasesAmt
Subtotal$13,239,276SubtotalAmt
Other Decreases$40OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$13,239,236TotNetAstOrFundBalancesEOYAmt

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
See Attached ScheduleP2018-01-012018-12-31$433,431$0$441,817-$8,386$0$0$0-$8,386
see Attached ScheduleP2000-01-012018-12-31$2,165,500$0$1,858,909$306,591$0$0$0$306,591
Long Term Capital Gain dividendP2000-01-012018-12-31$466,381$0$0$466,381$0$0$0$466,381
FieldValueIRS element (for citing)
Capital Gain Net Income$764,586CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$8,386NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$787,871AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,027,103NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049159DistributionYr1Rt
Adjusted Qlfy Distri Yr2$737,573AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$14,941,487NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049364DistributionYr2Rt
Adjusted Qlfy Distri Yr3$806,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,495,798NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052033DistributionYr3Rt
Adjusted Qlfy Distri Yr4$795,302AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,780,709NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050397DistributionYr4Rt
Adjusted Qlfy Distri Yr5$738,944AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,961,351NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049390DistributionYr5Rt
Total Distribution0.250343TotalDistributionRt
Average Distribution0.050069AverageDistributionRt
Net Vl Noncharitable Assets$15,999,308NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$801,069AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,053NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$811,122AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$832,657QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$10,053InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,053SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,053TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23,988EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$23,988TotalPaymentsAndCreditsAmt
Original Return Overpayment-$23,988OriginalReturnOverpaymentAmt
Overpayment$13,935OverpaymentAmt
Applied To ES Tax$10,056AppliedToESTaxAmt
Refund$3,879RefundAmt

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$114,187CompensationAmt
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$16,242,952AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,242,952TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$16,242,952AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$243,644CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,999,308NetVlNoncharitableAssetsAmt
Minimum Investment Return$799,965MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$799,965MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,053TaxBasedOnInvestmentIncomeAmt
Total Tax$10,053TotalTaxAmt
Distributable Before Adj$789,912DistributableBeforeAdjAmt
Distributable Before Ded$789,912DistributableBeforeDedAmt
Distributable As Adjusted$789,912DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$832,657ExpensesAndContributionsAmt
Qualifying Distributions$832,657QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$10,053PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$822,604AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$789,912DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,456ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$25,268ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$56,138ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$359ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,502ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$100,723TotalExcessDistributionCyovAmt
Qualifying Distributions$832,657QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$789,912AppliedToCurrentYearAmt
Remaining Distri From Corpus$42,745RemainingDistriFromCorpusAmt
Total Corpus$143,468TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,456ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$135,012ExcessDistriCyovToNextYrAmt
Excess From Year4$25,268ExcessFromYear4Amt
Excess From Year3$56,138ExcessFromYear3Amt
Excess From Year2$359ExcessFromYear2Amt
Excess From Year1$10,502ExcessFromYear1Amt
Excess From Current Year$42,745ExcessFromCurrentYearAmt

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$832,657Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$832,657TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$361,300ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$764,586ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,125,886ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,125,886TotalIncomeProducingActyAmt

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescInterest paid on purchase deferred to 2019Desc
Amt$40Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescExcise Tax RefundDesc
Revenue And Expenses Per Books$4RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Interest paid on purchase in 2017 for 2018$1,137
Change in accrual$407

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ESTIMATED TAX$23,988
PRIOR YEAR TAX DUE$14,480
FOREIGN TAX$6,368$6,368

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