BETA

NAGY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
NAGY FAMILY CHARITABLE FOUNDATION (EIN 38-3568853)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201901349349102675
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)
Return2019-05-14T13:14:27-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382383796PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLAYTON & MCKERVEY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12000 TOWN CENTER SUITE 1800AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48075ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383568853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NAGY FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNAGYBusinessNameControlTxt
Phone3135903553PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112239 DEER CREEK RUNAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY S NAGYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7344552718PhoneNum
Signature2019-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET P AMSDENPreparerPersonNm
PTINP00125173PTIN
Phone2482088860PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.77.128.118IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-09IPDt
IP Tm16:13:16IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBDE71CB158784A3DC52AD3E78B787FF2883A2A7EAtSubmissionCreationDeviceId
At Submission Filing Device Id8E2961AADDF7B9A450BA30DCAB10D42AD0A8AF81AtSubmissionFilingDeviceId
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$428,080FMVAssetsEOYAmt
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$635InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$635InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,766DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,766DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,685NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,685GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,685CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,086TotalRevAndExpnssAmt
Total Net Invst Incm$7,086TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$40TaxesRevAndExpnssAmt
Taxes Net Invst Incm$40TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,040TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,040TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,040TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,040TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,046ExcessRevenueOverExpensesAmt
Net Investment Income$6,046NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$313,712CashBOYAmt
Cash EOY$312,347CashEOYAmt
Cash EOYFMV$312,347CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,565SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,604SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,604SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$101,897OtherInvestmentsBOYAmt
Other Investments EOY$108,269OtherInvestmentsEOYAmt
Other Investments EOYFMV$113,129OtherInvestmentsEOYFMVAmt
Total Assets BOY$418,174TotalAssetsBOYAmt
Total Assets EOY$423,220TotalAssetsEOYAmt
Total Assets EOYFMV$428,080TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$418,174UnrestrictedBOYAmt
Unrestricted EOY$423,220UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$418,174TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$423,220TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$418,174TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$423,220TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$418,174TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,046ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$423,220SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$423,220TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$3,685GrossSalesPriceAmt
Gain Or Loss$3,685GainOrLossAmt
Gains Minus Excess Or Losses$3,685GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,685CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,522AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$353,740NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.094765DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$118,868NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.013460DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$306,560NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.019572DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,844AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$436,537NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.072947DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,919AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$436,542NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061664DistributionYr5Rt
Total Distribution0.262408TotalDistributionRt
Average Distribution0.052482AverageDistributionRt
Net Vl Noncharitable Assets$425,322NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,322AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$60NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,382AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$121InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$121SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$121TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$791EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$791TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$670OverpaymentAmt
Applied To ES Tax$670AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKATHY S NAGYIndividualWithBooksNm
Phone3135903553PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112239 DEER CREEK RUNAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKATHY S NAGYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112239 DEER CREEK RUNAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$115,888AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$315,911AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$431,799TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$431,799AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,477CashDeemedCharitableAmt
Net Vl Noncharitable Assets$425,322NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,266MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,266MinimumInvestmentReturnAmt
Tax Based On Investment Income$121TaxBasedOnInvestmentIncomeAmt
Total Tax$121TotalTaxAmt
Distributable Before Adj$21,145DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,145DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,145DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,145DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,493ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,329ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$16,291ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$29,113TotalExcessDistributionCyovAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$20,145ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$20,145ExcessDistributionCyovAppCYAmt
Total Corpus$8,968TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,968ExcessDistriCyovToNextYrAmt
Excess From Year1$8,968ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARC OF WESTERN WAYNE COUNTYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12257 S WAYNE RDAddressLine1Txt
CityWESTLANDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48186ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeMONETARY SUPPORT FOR PURPOSE OF CHARITYGrantOrContributionPurposeTxt
Amt$1,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$635ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,766ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,685ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,086ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,086TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS-BALANCED FUNDAT COST$28,836$34,349
AMERICAN FUNDS-BOND FUNDAT COST$16,002$15,390
AMERICAN FUNDS-CAPITAL INCOME BUILDERAT COST$19,807$18,306
AMERICAN FUNDS-CAPITAL WORLD GROWTH AND INCOMEAT COST$22,161$21,443
AMERICAN FUNDS-WASHINGTON MUTUAL INVESTORSAT COST$21,463$23,641

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$40Amt
Net Investment Income$40NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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