BETA

MENTORMORE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MENTORMORE FOUNDATION (EIN 46-1566887)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201823189349102417
Schema version
2017v2.3
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)
Return2018-11-14T13:50:35-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARATUS FINANCIAL INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15220 MCKINNEY AVE STE 200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461566887EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MENTORMORE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PARATUS FINANCIAL INCInCareOfNm
Business Name ControlMENTBusinessNameControlTxt
Phone2143787400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15930 ROYAL LANE Suite E-120AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAVERY MOREPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2143787400PhoneNum
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBONNIE GRISZPreparerPersonNm
PTINP00231238PTIN
Phone2143787400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address99.49.81.152IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id80511120183185000000FederalOriginalSubmissionId
Federal Original Submission Id2018-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id806CF9201BF0B81AC91CCF8D7C1099212F7063FAAtSubmissionCreationDeviceId
At Submission Filing Device Id806CF9201BF0B81AC91CCF8D7C1099212F7063FAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,395,732FMVAssetsEOYAmt
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
Dividends Rev And Expnss$10,265DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,265DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$757,409NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$863,306GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$757,409CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$767,674TotalRevAndExpnssAmt
Total Net Invst Incm$767,674TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,279ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,279ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,279TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,279TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$721,395ExcessRevenueOverExpensesAmt
Net Investment Income$767,674NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$49,907CashBOYAmt
Cash EOY$766,007CashEOYAmt
Cash EOYFMV$766,007CashEOYFMVAmt
Corporate Stock BOY$335,729CorporateStockBOYAmt
Corporate Stock EOY$266,552CorporateStockEOYAmt
Corporate Stock EOYFMV$629,725CorporateStockEOYFMVAmt
Total Assets BOY$385,636TotalAssetsBOYAmt
Total Assets EOY$1,032,559TotalAssetsEOYAmt
Total Assets EOYFMV$1,395,732TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$385,636RetainedEarningBOYAmt
Tot Net Ast Or Fund Balances BOY$385,636TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$385,636TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$385,636TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$721,395ExcessRevenueOverExpensesAmt
Subtotal$1,107,031SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,107,031TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY 012041 LT COVERED$64,452$26,577$37,875$37,875
MORGAN STANLEY 012041 LT NONCOVERED$269,334$79,320$190,014$190,014
MORGAN STANLEY 012041 NONCOVERED$529,520$0$529,520$529,520
FieldValueIRS element (for citing)
Capital Gain Net Income$757,409CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,050AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$928,328NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030216DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,501AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$575,160NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039121DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,286AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$239,526NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.063818DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,602AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$203,621NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037334DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$179,194NetVlNoncharitableAssetsYr5Amt
Total Distribution0.170489TotalDistributionRt
Average Distribution0.034098AverageDistributionRt
Net Vl Noncharitable Assets$928,543NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,661AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,677NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39,338AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,279QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,677InvestmentIncomeExciseTaxAmt
Subtotal$7,677SubtotalAmt
Tax Based On Investment Income$7,677TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$44EsPenaltyAmt
Tax Due$7,721TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
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 Line1PARATUS FINANCIAL INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2143787400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15220 MCKINNEY AVE STE 200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75205ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
AVERY MORE
5930 ROYAL LANEDALLASTX75230DIRECTOR1.0$0$0$0
JERRALYN R SMITH
5930 ROYAL LANEDALLASTX75230DIRECTOR1.0$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$778,410AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$164,273AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$942,683TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$942,683AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,140CashDeemedCharitableAmt
Net Vl Noncharitable Assets$928,543NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,427MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,427MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,677TaxBasedOnInvestmentIncomeAmt
Total Tax$7,677TotalTaxAmt
Distributable Before Adj$38,750DistributableBeforeAdjAmt
Distributable Before Ded$38,750DistributableBeforeDedAmt
Distributable As Adjusted$38,750DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,279ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$46,279QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,677PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,602AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,750DistributableAsAdjustedAmt
Undistributed Income PY$16,898UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$46,279QualifyingDistributionsAmt
Applied To Year1$16,898AppliedToYear1Amt
Applied To Current Year$29,381AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$9,369UndistributedIncomeCYAmt
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 ManagerAVERY MOREContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
1 MILLION 4 ANNA (OREN ZEBAIDA)
15301 DALLAS PARKWAY 1100ADDISONTX75001NONENONE$250
ANTI-DEFAMATION LEAGUE (ADL)
605 THIRD AVENUENEW YORKNY10158NONENONE$250
AYN RAND INSTITUE
2121 ALTON PARKWAY SUITE 250IRVINECA92606NONENONE$5,000
DALLAS AREA HABITAT FOR HUMANITY
2800 N HAMPTON RDDALLASTX75212NONENONE$10,000
DALLAS URBAN DEBATE ALLIANCE
PO BOX 670564DALLASTX75367NONENONE$10,000
FOR THE LOVE OF THE LAKE (WRL)
1152 N BUCKNER BLVD SUITE 123DALLASTX75218NONENONE$1,000
JEWISH COMMUNITY CENTER (JCC)
7900 NORTHAVEN RDDALLASTX75230NONENONE$1,000
KAHN ACADEMY
PO BOX 1630MOUNTAIN VIEWCA94042NONENONE$500
KENT PRESENTS INC
PO BOX 648KENTCT06757NONENONE$2,250
KERA-NTPB
3000 HARRY HINES BLVDDALLASTX75201NONENONE$1,000
LEUKEMIA & LYMPHOMA SOCIETY
8111 LBJ FREEWAY SUITE 425DALLASTX75251NONENONE$500
SALVATION ARMY
8787 N STEMMONS FWY SUITE 800DALLASTX75247NONENONE$100
TEXAS STATE TROOPERS
5540 N LAMAR BLVDAUSTINTX78751NONENONE$100
THE CATO INSTITUTE
1000 MASSACHUSETTS AVENUE NWWASHINGTONDC20001NONENONE$1,000
THE JEWISH FEDERATION - DALLAS
7800 NORTHAVEN ROADDALLASTX75230NONENONE$2,000
VAIL VALLEY FOUNDATION
90 BENCHMARK ROAD SUITE 300AVONCO81620NONENONE$500
VAIL MOUNTAIN RESCUE GROUP
PO BOX 1094EDWARDSCO81632NONENONE$500
WIKIPEDIA FOUNDATION INC
149 NEW MONTGOMERY ST 6TH FLOORSAN FRANCISCOCA94105NONENONE$500
DALLAS ARBORETUM & BOTANICAL
8525 GARLAND ROADDALLASTX75218NONENONE$579
FRIENDS OF NORTHAVEN TRAIL
PO BOX 670325DALLASTX75367NONENONE$500
IOWA RIVER HOSPICE
502 PLAZA HEIGHTS RDMARSHALLTOWNIA50158NONENONE$1,000
NTPGA JUNIOR GOLF FOUNDATION
15150 PRESTON ROADDALLASTX75248NONENONE$500250
ROCKY MOUNTAIN PBS
1089 BANNOCK STREETDENVERCO80204NONENONE$500
THE HEBREW REALI SCHOOL IN HAIFA
1010 NORTHERN BLVDGREAT NECKNY11021NONENONE$5,000STE 208
DALLAS PARKS FOUNDATION
9540 GARLAND RDDALLASTX75218NONENONE$250STE 381-117
THE GREATER HOUSTON COMMUNITY FND
5120 WOODWAY DRHOUSTONTX77056NONENONE$1006000
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037NONENONE$100
JEWISH FEDERATION OF GREATER HOUSTON
5603 SOUTH BRAESWOOD BLVDHOUSTONTX77096NONENONE$100
FOOD BANK OF CORPUS CHRISTI
826 KRILL STCORPUS CHRISTITX78408NONENONE$100
HOUSTON FOOD BANK
535 PORTWALL STHOUSTONTX77029NONENONE$100
UNITED WAY OF GREATER HOUSTON
50 WAUGH DRHOUSTONTX77007NONENONE$500
FRIENDS OF ASOR FUND USA INC
99 WASHINGTON AVEALBANYNY12210NONENONE$500STE 805-A
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,279TotalGrantOrContriPdDurYrAmt

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$10,265ExclusionAmt
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$757,409ExclusionAmt
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$767,674ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$767,674TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
StockMORGAN STANLEY -012041StockNm
EOY Book Value$266,552EOYBookValueAmt
EOYFMV$629,725EOYFMVAmt

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