RINK FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RINK FAMILY FOUNDATION INC (EIN 82-3329351)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-15
- IRS object ID
- 201902889349100530
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-15T13:12:55-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351721048 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLSON & CO PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 488 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 474020488 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823329351 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RINK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | RINK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RINK | BusinessNameControlTxt |
| Phone | 8123603401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3507 EAST SADDLEBROOK COURT | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE D RINK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8123603401 | PhoneNum |
| Signature | 2019-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE COBB CPA | PreparerPersonNm |
| PTIN | P00627495 | PTIN |
| Phone | 8123367867 | PhoneNum |
| Preparation | 2019-07-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-15 | IPDt |
| IP Tm | 13:12:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 08BD273990EA01E5E38543C8FC488B7685EB5954 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C4F4301BCA08B0DA86AB5E5E1BC737D06AE3FF09 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $639,263 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $549 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $549 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,476 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $330,377 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $25,223 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,870 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $17,353 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $31,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,895 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,353 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $7,372 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $7,372 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $170 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $170 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,222 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,353 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1,937 | CashEOYAmt |
| Cash EOYFMV | -$1,937 | CashEOYFMVAmt |
| Corporate Stock BOY | $336,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $330,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $641,200 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $336,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $328,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $639,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $336,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $328,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $336,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $328,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $336,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $328,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $336,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,777 | ExcessRevenueOverExpensesAmt |
| Subtotal | $328,445 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $328,440 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $4,537 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets | $541,323 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $161 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,222 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $161 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $161 | SubtotalAmt |
| Tax Based On Investment Income | $161 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $39 | OverpaymentAmt |
| Applied To ES Tax | $39 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAWRENCE D RINK | IndividualWithBooksNm |
| Phone | 8123603401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3507 EAST SADDLEBROOK COURT | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE D RINK | ||||||||
| 3507 EAST SADDLEBROOK COURT | BLOOMINGTON | IN | 47401 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| ELEANOR J RINK | ||||||||
| 3507 EAST SADDLEBROOK COURT | BLOOMINGTON | IN | 47401 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| SCOTT L RINK | ||||||||
| 2207 E COVENANTER DR | BLOOMINGTON | IN | 47401 | SEC/TREAS | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $538,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $549,566 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $549,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $541,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $161 | TotalTaxAmt |
| Distributable Before Adj | $26,905 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,905 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,905 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,222 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,222 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $161 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,061 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32 | UndistributedIncomePYAmt |
| Qualifying Distributions | $38,222 | QualifyingDistributionsAmt |
| Applied To Year1 | $32 | AppliedToYear1Amt |
| Applied To Current Year | $26,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,285 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,285 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,285 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,285 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RILEY HOSPITAL FOUNDATION | |||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | GENERAL | $400 |
| IU AUDITORIUM | |||||||
| 1211 E 7TH STREET | BLOOMINGTON | IN | 47405 | NONE | 501(C)(3) | GENERAL | $2,500 |
| DECATUR TWP EDUCATION FDN | |||||||
| 5275 KENTUCKY AVE | INDIANAPOLIS | IN | 46221 | NONE | 501(C)(3) | GENERAL | $500 |
| BOYS & GIRLS CLUB OF BLOOMINGTON | |||||||
| 803 N MONROE STREET | BLOOMINGTON | IN | 47402 | NONE | 501(C)(3) | GENERAL | $6,250 |
| IU FOUNDATION WELL SOCIETY | |||||||
| 1500 N STATE ROAD 46 | BLOOMINGTON | IN | 47408 | NONE | 501(C)(3) | GENERAL | $3,000 |
| BHSS VOLLEYBALL | |||||||
| 1965 S WALNUT STREET | BLOOMINGTON | IN | 47401 | NONE | 501(C)(3) | GENERAL | $125 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 219 E 4TH STREET | BLOOMINGTON | IN | 47408 | NONE | 501(C)(3) | GENERAL AND HOUSING | $6,000 |
| DEPAUW UNIVERSITY | |||||||
| PO BOX 37 | GREENCASTLE | IN | 46135 | NONE | 501(C)(3) | GENERAL | $5,000 |
| UNITED WAY OF MONROE COUNTY | |||||||
| 441 S COLLEGE AVE | BLOOMINGTON | IN | 47403 | NONE | 501(C)(3) | GENERAL | $1,200 |
| MONROE COUNTY YMCA | |||||||
| 2125 S HIGHLAND AVE | BLOOMINGTON | IN | 47401 | NONE | 501(C)(3) | GENERAL | $1,000 |
| PALS | |||||||
| PO BOX 1033 | BLOOMINGTON | IN | 47402 | NONE | 501(C)(3) | GENERAL | $1,000 |
| GIRLS INC | |||||||
| 1108 W 8TH STREET | BLOOMINGTON | IN | 47404 | NONE | 501(C)(3) | GENERAL | $250 |
| HOOSIER HILLS FOOD BANK | |||||||
| 2333 W INDUSTRIAL PARK DR | BLOOMINGTON | IN | 47404 | NONE | 501(C)(3) | GENERAL | $500 |
| FOUNDATION OF MONROE CTY SCHOOL | |||||||
| 315 NORTH DRIVE | BLOOMINGTON | IN | 47401 | NONE | 501(C)(3) | GENERAL | $500 |
| COMMUNITY KITCHEN | |||||||
| 1515 S ROGERS STREET | BLOOMINGTON | IN | 47403 | NONE | 501(C)(3) | GENERAL | $500 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 1500 N STATE RD 45 46 BYP | BLOOMINGTON | IN | 47408 | NONE | 501(C)(3) | GENERAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $549 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,476 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,870 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,258 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NONTAXABLE DISTRIBUTIONS | 25 | $19,124 |
| PHYSICIANS REALTY LP | 35 | -$1,771 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,353 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,637 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,990 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | REDEMP OF PHYSICIANS REALTY LP UNITS | AssetDesc |
| Acquired | 2017-12 | AcquiredDt |
| How Acquired | DONATION | HowAcquiredTxt |
| Sold | 2018-05 | SoldDt |
Purchaser Name PurchaserNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYSICIANS REALTY LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $330,377 | GrossSalesPriceAmt |
| Basis | $333,635 | BasisAmt |
| Total Net | -$3,258 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PHYSICIANS REALTY, LP | ||
| PHYSICIANS REALTY TRUST | $330,377 | $641,200 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $7,372 | LegalFeesAmt |
| Disbursements Charitable Prps | $7,372 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ COST OF INVESTMENT TO ACTUAL | Desc |
| Amt | $5 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PHYSICIANS REALTY 80-0941870 | $7,870 | $7,870 | |
| NONTAXABLE DISTRIBUTIONS | $19,124 | $19,124 | |
| PHYSICIANS REALTY LP | -$1,771 | -$1,771 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $170 | Amt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
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