THE ANISE WALLACE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE ANISE WALLACE FOUNDATION (EIN 58-6468784)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201833189349101593
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)
Return2018-11-14T14:38:04-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581971018PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHALEY HAMMONDS TOMASELLO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 WESTRIDGE IND BLVD SUITE 200AddressLine1Txt
CityMCDONOUGHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30253ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586468784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANISE WALLACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANISBusinessNameControlTxt
Phone4048420013PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROAD NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRAD FERGUSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4048420013PhoneNum
Signature2018-11-08SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAMMONDSPreparerPersonNm
PTINP00001622PTIN
Phone7709141040PhoneNum
Preparation2018-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.199.14.242IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm13:38:04IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9737A4DD4963B8F6E0DB814DD7ADB9EB6730C8F2AtSubmissionCreationDeviceId
At Submission Filing Device IdD1E0B73400F0F08A50008CB614A98AF14EEF9C8DAtSubmissionFilingDeviceId
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$727,089FMVAssetsEOYAmt
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$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$17InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$41,044DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,044DividendsNetInvstIncmAmt
Dividends Adj Net Incm$41,044DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$19,418NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,146GrossSalesPriceAmt
Other Income Rev And Expnss$659OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$659OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$61,138TotalRevAndExpnssAmt
Total Net Invst Incm$41,061TotalNetInvstIncmAmt
Total Adj Net Incm$41,720TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,395CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$704OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$12,099TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,399TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,261ExcessRevenueOverExpensesAmt
Net Investment Income$41,061NetInvestmentIncomeAmt
Adjusted Net Income$41,720AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,156SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,396SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,396SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$586,445CorporateStockBOYAmt
Corporate Stock EOY$591,944CorporateStockEOYAmt
Corporate Stock EOYFMV$717,693CorporateStockEOYFMVAmt
Total Assets BOY$602,601TotalAssetsBOYAmt
Total Assets EOY$601,340TotalAssetsEOYAmt
Total Assets EOYFMV$727,089TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$602,601RetainedEarningBOYAmt
Retained Earning EOY$601,340RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$602,601TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$601,340TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$602,601TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$601,340TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$602,601TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,261ExcessRevenueOverExpensesAmt
Subtotal$601,340SubtotalAmt
Tot Net Ast Or Fund Balances EOY$601,340TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,704AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$632,584NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045376DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,033AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$674,055NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057908DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,978AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$686,861NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059660DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,557AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$640,500NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.082056DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,320AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$630,048NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052885DistributionYr5Rt
Total Distribution0.297885TotalDistributionRt
Average Distribution0.059577AverageDistributionRt
Net Vl Noncharitable Assets$689,036NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,051AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$411NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,462AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$411InvestmentIncomeExciseTaxAmt
Subtotal$411SubtotalAmt
Tax Based On Investment Income$411TaxBasedOnInvestmentIncomeAmt
Tax Due$411TaxDueAmt

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
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRAD FERGUSONIndividualWithBooksNm
Phone4047486287PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
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
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

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
EMILY FERGUSON
3108 EAST PINE VALLEY ROADATLANTAGA30305DIRECTOR1.00$0$0$0
BRAD FERGUSON
3108 EAST PINE VALLEY ROADATLANTAGA30305DIRECTOR1.00$10,395$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$691,520AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,009AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$699,529TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$699,529AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,493CashDeemedCharitableAmt
Net Vl Noncharitable Assets$689,036NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,452MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,452MinimumInvestmentReturnAmt
Tax Based On Investment Income$411TaxBasedOnInvestmentIncomeAmt
Total Tax$411TotalTaxAmt
Distributable Before Adj$34,041DistributableBeforeAdjAmt
Distributable Before Ded$34,041DistributableBeforeDedAmt
Distributable As Adjusted$34,041DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,300ExpensesAndContributionsAmt
Qualifying Distributions$50,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$411PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$49,889AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,041DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$15,504ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,704ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,208TotalExcessDistributionCyovAmt
Qualifying Distributions$50,300QualifyingDistributionsAmt
Treated As Distri From Corpus$50,300TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$34,041ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$34,041ExcessDistributionCyovAppCYAmt
Total Corpus$60,467TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$60,467ExcessDistriCyovToNextYrAmt
Excess From Year1$10,167ExcessFromYear1Amt
Excess From Current Year$50,300ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRAD FERGUSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINEAddressLine1Txt
Address Line2VALLEY ROADAddressLine2Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4047486287RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMS OR MATERIALS ARE REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TRINITY SCHOOL
ATLANTAATLANTAGA30303GENERAL SUPPORT$20,000
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLECHARLOTTESVILLEVA22904GENERAL SUPPORT$2,500
UGAAA
ATLANTAATLANTAGA30303GENERAL SUPPORT$3,000
FIRST PRESBYTERIAN CHURCH OF ATLANT
ATLANTAATLANTAGA30303GENERAL SUPPORT$10,000
WINSHAPE CANCER CENTER
ATLANTAATLANTAGA30303GENERAL SUPPORT$2,500
AIS
ATLANTAATLANTAGA30303GENERAL SUPPORT$2,000
AGAPE FAMILY & YOUTH CENTER
ATLANTAATLANTAGA30303GENERAL SUPPORT$100
PASSION CITY CHURCH
ATLANTAATLANTAGA30303GENERAL SUPPORT$1,700
THE COLLEGE FDN
ATLANTAATLANTAGA30303GENERAL SUPPORT$5,000
MORRIS BRANDON ELEM SCHOOL
ATLANTAATLANTAGA30327GENERAL SUPPORT$1,000
THE LOVETT SCHOOL
ATLANTAATLANTAGA30327GENERAL SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,044ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,418RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Exclusion1ExclusionCd
Exclusion$659ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$41,720ExclusionAmt
Related Or Exempt Function Incm$19,418RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,138TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,000Amt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
Election50300ElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMER CAP WRLD GROW & INC A2016-01PURCHASE2017-12$75,452$65,932$9,520
AMERICAN CAP INC BLDR A2016-01PURCHASE2017-12$25,424$25,710-$286
AMERICAN GROWTH FUND OF2016-01PURCHASE2017-12$42$29$13
AMERICAN SM CP WRLD FD A2016-01PURCHASE2017-12$9,747$7,373$2,374
AMERICAN SMALL CAP WORLD2016-01PURCHASE2017-12$11$8$3
AMERN GROW FD OF AMCA A2016-01PURCHASE2017-12$24,405$16,749$7,656
AMER CAP WRLD GROW & INC A2017-01PURCHASE2017-12$22$21$1
AMERICAN CAP INC BLDR A2017-01PURCHASE2017-12$3$3
AMERICAN FUNDML INV A2017-01PURCHASE2017-12$2,029$1,894$135
AMERN GROW FD OF AMCA A2017-01PURCHASE2017-12$11$9$2

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL WORLD GROWTH & INC.$58,299$72,681
AMERICAN CAPITAL INCOME BUILDER$173,566$185,951
AMERICAN CAPITAL SMALL WORLD$88,114$115,401
AMERICAN FUNDAMENTAL INVESTORS$70,850$73,645
GROWTH FUND OF AMERICA$201,115$270,015

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$704

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Revenue And Expenses Per Books$659RevenueAndExpensesPerBooksAmt
Adjusted Net Income$659AdjustedNetIncomeAmt

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