THE MILES FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE MILES FAMILY FOUNDATION (EIN 46-1545164)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-14
IRS object ID
201920739349100217
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)
Return2019-03-14T13:57:10-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461545164EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Miles Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMILEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MILESPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-03-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520190735000006FederalOriginalSubmissionId
Federal Original Submission Id2019-03-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA03CA8425FE017993163D7917FD3F5FFAC126974AtSubmissionCreationDeviceId
At Submission Filing Device Id0C5E5A4654C1C37B4810F575F1A1D05F0CA21AEDAtSubmissionFilingDeviceId
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$826,022FMVAssetsEOYAmt
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$57InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$57InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,469DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,469DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$151,617NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$208,116GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,653CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$118,091TotalRevAndExpnssAmt
Total Net Invst Incm$56,179TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$455TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,480TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,980TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$154,071ExcessRevenueOverExpensesAmt
Net Investment Income$56,179NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,025SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$184,896SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$184,896SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$823,097CorporateStockBOYAmt
Corporate Stock EOY$613,360CorporateStockEOYAmt
Corporate Stock EOYFMV$641,126CorporateStockEOYFMVAmt
Corporate Bonds BOY$123,205CorporateBondsBOYAmt
Total Assets BOY$952,327TotalAssetsBOYAmt
Total Assets EOY$798,256TotalAssetsEOYAmt
Total Assets EOYFMV$826,022TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$952,327RetainedEarningBOYAmt
Retained Earning EOY$798,256RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$952,327TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$798,256TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$952,327TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$798,256TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$952,327TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$154,071ExcessRevenueOverExpensesAmt
Subtotal$798,256SubtotalAmt
Tot Net Ast Or Fund Balances EOY$798,256TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$208,116GrossSalesPriceAmt
Cost Or Other Basis$185,463CostOrOtherBasisAmt
Gain Or Loss$22,653GainOrLossAmt
Gains Minus Excess Or Losses$22,653GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$22,653CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,670AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$702,962NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05501DistributionYr1Rt
Adjusted Qlfy Distri Yr2$29,035AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$610,355NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047571DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,469AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$704,531NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.029053DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,306AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$647,104NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.032925DistributionYr4Rt
Adjusted Qlfy Distri Yr5$23,085AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$573,498NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040253DistributionYr5Rt
Total Distribution0.204812TotalDistributionRt
Average Distribution0.040962AverageDistributionRt
Net Vl Noncharitable Assets$978,922NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$40,099AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$562NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$40,661AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,124InvestmentIncomeExciseTaxAmt
Subtotal$1,124SubtotalAmt
Tax Based On Investment Income$1,124TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$724TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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 Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Ana Maria Escobar-Miles
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
James B Miles
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$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$977,361AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,468AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$993,829TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$993,829AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,907CashDeemedCharitableAmt
Net Vl Noncharitable Assets$978,922NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,946MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,946MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,124TaxBasedOnInvestmentIncomeAmt
Total Tax$1,124TotalTaxAmt
Distributable Before Adj$47,822DistributableBeforeAdjAmt
Distributable Before Ded$47,822DistributableBeforeDedAmt
Distributable As Adjusted$47,822DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$35,525QualifyingDistributionsAmt
Adjusted Qualifying Distri$35,525AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,822DistributableAsAdjustedAmt
Undistributed Income PY$23,628UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Qualifying Distributions$35,525QualifyingDistributionsAmt
Applied To Year1$23,628AppliedToYear1Amt
Applied To Current Year$11,897AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$35,925UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAna Maria Escobar-MilesContributingManagerNm
Contributing ManagerJames B MilesContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CORPUS CHRISTI CHURCH
880 TOYOPA DRPACIFIC PLSDSCA90272N/APCGeneral & Unrestricted$2,000
DOLORES MISSION ELEMENTARY SCHOOL PAROCHIAL
170 S GLESS STLOS ANGELESCA90033N/APCGeneral & Unrestricted$1,000
GEFFEN PLAYHOUSE INC
10886 LE CONTE AVELOS ANGELESCA90024N/APCGeneral & Unrestricted$1,000
HABITAT FOR HUMANITY INTERNATIONAL INC
PO BOX 4194JACKSONWY83001N/APChousing development project in Jackson$2,500
JACKSON HOLE LAND TRUST
PO BOX 2897JACKSONWY83001N/APCGeneral & Unrestricted$2,500
LOYOLA HIGH SCHOOL OF LOS ANGELES
1901 VENICE BLVDLOS ANGELESCA90006N/APCClass of 1980 Scholarship Fund$5,000
NATIONAL ALLIANCE ON MENTAL ILLNESS LOS ANGELES CO
3600 WILSHIRE BLVD STE 1804LOS ANGELESCA90010N/APCCharitable Event$1,000
PANCREATIC CANCER ACTION NETWORK INC
1500 ROSECRANS AVE STE 200MANHATTAN BCHCA90266N/APCCharitable Event$500
SAN MIGUEL COMMUNITY FOUNDATION
220 N ZAPATA HWY STE 11LAREDOTX78043N/APCIREE Program$1,000
ST MONICAS CATHOLIC CHURCH
725 CALIFORNIA AVESANTA MONICACA90403N/APCGeneral & Unrestricted$1,000
STANFORD UNIVERSITY - DEPARTMENT OF ATHLETICS
641 E CAMPUS DRSTANFORDCA94305N/APCFootball Scholarship fund$10,000
THAT MAN MAY SEE INC
10 KORET WAY BOX 0352SAN FRANCISCOCA94143N/APCGeneral & Unrestricted$500
THE ROMAN CATHOLIC ARCHBISHOP OF LOS ANGELES A CO
3424 WILSHIRE BLVDLOS ANGELESCA90010N/APCTogether in Mission Program$500
VERBUM DEI HIGH SCHOOL
11100 S CENTRAL AVELOS ANGELESCA90059N/APCGeneral & Unrestricted$1,000
YOUR PALISADES PARK IMPROVEMENT CORPORATION
732 PATTERSON PLPACIFIC PLSDSCA90272N/APCVeterans' Gardens Initiative$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,469ExclusionAmt
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-$151,617ExclusionAmt
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-$118,091ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$118,091TotalIncomeProducingActyAmt

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 (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CITIGROUP INC$202,643$269,984
DIRECT LINE INS GROUP GBP$220,684$185,990
HOTCHKIS AND WILEY SMALL CAP V$153,550$120,622
MILLER INDUSTRIES INC$36,483$64,530

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,000$5,000
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2018$400
990-PF Excise Tax for 2017$55

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.