BETA

GLASS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GLASS FAMILY FOUNDATION (EIN 71-0848400)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-08
IRS object ID
201801289349101600
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)
Return2018-05-08T14:25:19-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 W Houston St Ste 1700AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN710848400EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Glass Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DAVID D GLASSInCareOfNm
Business Name ControlGLASBusinessNameControlTxt
Phone4792734316PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117 GlenbrookAddressLine1Txt
CityBentonvilleCityNm
State AbbreviationARStateAbbreviationCd
ZIP72712ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID D GLASSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4792734316PhoneNum
Signature2018-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEWART GOODSONPreparerPersonNm
PTINP00084462PTIN
Phone2102289696PhoneNum
Preparation2018-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,511,991FMVAssetsEOYAmt
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$1,212InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,212InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$268,900DividendsRevAndExpnssAmt
Dividends Net Invst Incm$268,900DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$270,112TotalRevAndExpnssAmt
Total Net Invst Incm$270,112TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,212AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$738AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,932TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$9,882TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,212TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$738TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$506,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$506,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$516,082TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,212TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$506,938TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$245,970ExcessRevenueOverExpensesAmt
Net Investment Income$267,900NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$899,961SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$653,991SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$653,991SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$36,816CorporateStockBOYAmt
Corporate Stock EOY$36,816CorporateStockEOYAmt
Corporate Stock EOYFMV$13,858,000CorporateStockEOYFMVAmt
Total Assets BOY$936,777TotalAssetsBOYAmt
Total Assets EOY$690,807TotalAssetsEOYAmt
Total Assets EOYFMV$14,511,991TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$936,777CapitalStockBOYAmt
Capital Stock EOY$690,807CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$936,777TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$690,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$936,777TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$690,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$936,777TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$245,970ExcessRevenueOverExpensesAmt
Subtotal$690,807SubtotalAmt
Tot Net Ast Or Fund Balances EOY$690,807TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$251,950AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,863,624NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.025543DistributionYr1Rt
Adjusted Qlfy Distri Yr2$952,232AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,363,020NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.091887DistributionYr2Rt
Adjusted Qlfy Distri Yr3$840,230AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,971,330NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070187DistributionYr3Rt
Adjusted Qlfy Distri Yr4$751,430AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,097,980NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062112DistributionYr4Rt
Adjusted Qlfy Distri Yr5$549,580AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,276,474NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048737DistributionYr5Rt
Total Distribution0.298466TotalDistributionRt
Average Distribution0.059693AverageDistributionRt
Net Vl Noncharitable Assets$11,376,007NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$679,068AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,679NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$681,747AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$506,938QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,358InvestmentIncomeExciseTaxAmt
Subtotal$5,358SubtotalAmt
Tax Based On Investment Income$5,358TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,000TotalPaymentsAndCreditsAmt
Overpayment$642OverpaymentAmt
Applied To ES Tax$642AppliedToESTaxAmt

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
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 AddressNONEWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID D GLASSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4792734316PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117 GLENBROOKAddressLine1Txt
CityBENTONVILLECityNm
State AbbreviationARStateAbbreviationCd
ZIP72712ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID D GLASS
17 GLENBROOKBENTONVILLEAR72712DIRECTOR0$0$0$0
RUTH A GLASS
17 GLENBROOKBentonvilleAR72712DIRECTOR/PRESIDENT0$0$0$0
DAYNA A MARTZ
1700 TIGER BLVDBENTONVILLEAR72712DIRECTOR/SEC/TREAS0$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,672,873AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$876,373AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,549,246TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,549,246AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$173,239CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,376,007NetVlNoncharitableAssetsAmt
Minimum Investment Return$568,800MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$568,800MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,358TaxBasedOnInvestmentIncomeAmt
Total Tax$5,358TotalTaxAmt
Distributable Before Adj$563,442DistributableBeforeAdjAmt
Distributable Before Ded$563,442DistributableBeforeDedAmt
Distributable As Adjusted$563,442DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$506,938ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$506,938QualifyingDistributionsAmt
Adjusted Qualifying Distri$506,938AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$563,442DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$150,754ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$247,403ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$455,417ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$853,574TotalExcessDistributionCyovAmt
Qualifying Distributions$506,938QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$506,938AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$56,504ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$56,504ExcessDistributionCyovAppCYAmt
Total Corpus$797,070TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$797,070ExcessDistriCyovToNextYrAmt
Excess From Year4$94,250ExcessFromYear4Amt
Excess From Year3$247,403ExcessFromYear3Amt
Excess From Year2$455,417ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDavid D GlassRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line117 GlenbrookAddressLine1Txt
CityBentonvilleCityNm
State AbbreviationARStateAbbreviationCd
ZIP72712ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4792734316RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BENNY HINN MINISTRIES
PO BOX 162000IRVINGTX75016NONEPCFURTHER RELIGIOUS MINISTRIES$50,000
CURE CRV
3903 NE KENSINGTON AVENUEBENTONVILLEAR72712NONEPCSUPPORT RESEARCH ACTIVITIES$1,500
CHILDREN'S ADVOCACY CENTER
2113 LITTLE FLOCK DRROGERSAR72756NONEPCGENERAL OPERATING EXPENSES$10,000
THE CARING PEOPLE
164 CORPORATE PLACEBRANSONMO65616NONEPCGENERAL OPERATING EXPENSES$1,000
CORNEA RESEARCH FOUNDATION OF AMERICA
9002 N MERIDIAN STREET SUITE 212INDIANAPOLISIN46260NONEPCGENERAL OPERATING EXPENSES$25,000
JOYCE MEYER MINISTRIES
PO BOX 655FENTONMO63026NONEPCFURTHER RELIGIOUS MINISTRIES$5,000
DISCOVERING THE JEWISH JESUS
PO Box 777BLISSFIELDMI49228NONEPCFURTHER RELIGIOUS MINISTRIES$1,000
CIRCLE OF LIFE HOSPICE
901 JONES ROADSPRINGDALEAR72762NONEPCGENERAL OPERATING EXPENSES$25,000
LIFE OUTREACH INTERNATIONAL
PO BOX 982000FORT WORTHTX761828000NONEPCGENERAL OPERATING EXPENSES$10,000
JOHN HAGEE MINISTRIES
PO BOX 1400SAN ANTONIOTX782951400NONEPCFURTHER RELIGIOUS MINISTRIES$25,000
COOPER INSTITUTE
12330 PRESTON ROADDALLASTX75230NONEPCGENERAL OPERATING EXPENSES$100,000
ANDREW WOMMACK MINISTRIES
PO BOX 3333COLORADO SPRINGSCO80934NONEPCFURTHER RELIGIOUS MINISTRIES$5,000
CRYSTAL BRIDGES MUSEUM OF AMERICAN ART
600 MUSEUM WAYBENTONVILLEAR72712NONEPCGENERAL OPERATING EXPENSES$5,000
KAUFFMAN CENTER
4801 ROCKHILL ROADKANSAS CITYMO64110NONEPCGENERAL OPERATING EXPENSES$35,000
HELEN R WALTON CHILDREN'S ENRICHMENT CENTER
1701 NE WILDCAT WAYBENTONVILLEAR72712NONEPCGENERAL OPERATING EXPENSES$100,000
CONGRESSIONAL MEDAL OF HONOR FOUNDATION
1501 LEE HIGHWAYARLINGTONVA22209NONEPCGENERAL OPERATING EXPENSES$10,000SUITE 300
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPCGENERAL OPERATING EXPENSES$5,000
CHILDREN'S MERCY HOSPITAL
2401 GILLHAM ROADKANSAS CITYMO64108NONEPCGENERAL OPERATING EXPENSES$55,100
JESUS IS LORD CHURCH
341 LONG ISLAND AVENUEHOLTSVILLENY11742NONEPCGENERAL OPERATING EXPENSES$500
NORTHWEST ARKANSAS WOMEN'S SHELTER
PO BOX 1059ROGERSAR72757NONEPCGENERAL OPERATING EXPENSES$10,000
NORTHWEST ARKANSAS CHILDREN'S SHELTER
14100 VAUGHN ROADBENTONVILLEAR72712NONEPCGENERAL OPERATING EXPENSES$25,000
KIDS ACROSS AMERICA FOUNDATION
PO BOX 930BRANSONMO65615NONEPCGENERAL OPERATING EXPENSES$2,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$506,200TotalGrantOrContriPdDurYrAmt

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$1,212ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$268,900ExclusionAmt
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$270,112ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$270,112TotalIncomeProducingActyAmt

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)
CategoryE&Y PROFESSIONAL SERVICESCategoryTxt
Amt$2,950Amt
Net Investment Income$2,212NetInvestmentIncomeAmt
Disbursements Charitable Prps$738DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock130,000 SHS WMT STOCKStockNm
EOY Book Value$36,816EOYBookValueAmt
EOYFMV$13,858,000EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2017 TAX PAYMENTSCategoryTxt
Amt$6,932Amt

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