HURLBURT FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HURLBURT FAMILY FOUNDATION INC (EIN 46-0643574)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-16
- IRS object ID
- 201811369349100816
- Schema version
- 2017v2.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-16T17:55:12-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203743855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS & HURLBURT CPAs PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DR STE 3 | AddressLine1Txt |
| City | Lakeland | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33813 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460643574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HURLBURT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HURL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DRIVE | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D HURLBURT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8637019717 | PhoneNum |
| Signature | 2018-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert D Hurlburt | PreparerPersonNm |
| PTIN | P00589102 | PTIN |
| Phone | 8637019717 | PhoneNum |
| Preparation | 2018-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $279,445 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $84,584 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,466 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,305 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,125 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,646 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,646 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $112 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $96 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,979 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,632 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,875 | CashBOYAmt |
| Cash EOY | $2,769 | CashEOYAmt |
| Cash EOYFMV | $2,769 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,267 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $135,213 | CorporateStockBOYAmt |
| Corporate Stock EOY | $150,471 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $213,791 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $36,897 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $59,701 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $59,618 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $36,167 | MortgageLoansBOYAmt |
| Total Assets BOY | $214,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $216,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $279,445 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $214,882 | UnrestrictedBOYAmt |
| Unrestricted EOY | $216,208 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $214,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $216,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $214,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $216,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $214,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,326 | ExcessRevenueOverExpensesAmt |
| Subtotal | $216,208 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $216,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED SCHEDULE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-01-01 | AcquiredDt |
| Sold | 2017-12-31 | SoldDt |
| Gross Sales Price | $84,584 | GrossSalesPriceAmt |
| Cost Or Other Basis | $71,118 | CostOrOtherBasisAmt |
| Gain Or Loss | $13,466 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,466 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,466 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $252,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050504 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $261,150 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04978 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $264,230 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051092 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $258,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04721 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $246,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024304 | DistributionYr5Rt |
| Total Distribution | 0.222889 | TotalDistributionRt |
| Average Distribution | 0.044578 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $271,646 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,109 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $186 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,295 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $373 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $373 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $373 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $373 | TaxDueAmt |
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 | FL | 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 |
| Individual With Books | ROBERT D HURLBURT | IndividualWithBooksNm |
| Phone | 8637019717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DRIVE | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33813 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT D HURLBURT | ||||||||
| 5125 S LAKELAND DRIVE | LAKELAND | FL | 33813 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL T HURLBURT | ||||||||
| 13350 LEWIS GALLAGHER RD | DOVER | FL | 33527 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DOUGLAS J HURLBURT | ||||||||
| 5116 MOLL ACRES | PLANT CITY | FL | 33567 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $247,263 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,554 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,966 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $275,783 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $275,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $271,646 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $373 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $373 | TotalTaxAmt |
| Distributable Before Adj | $13,209 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,209 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,209 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,209 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $245 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $212 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $457 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $457 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $752 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT D HURLBURT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YMCA-BRANDON FLORIDA | |||||||
| 3097 S KINGWAY RD | SEFFNER | FL | 33584 | NONE | PC | BUILDING STRONG KIDS CAMPAIGN | $1,500 |
| FIRST PRESBYTERIAN PLANT CITY | |||||||
| 404 W REYNOLDS STREET | PLANT CITY | FL | 33563 | NONE | PC | HULL HOUSE | $4,000 |
| LAKELAND CHORAL SOCIETY | |||||||
| 5125 S LAKELAND DRIVE | LAKELAND | FL | 33813 | NONE | PC | YOUNG MENS CHORUS - START UP | $1,500 |
| 7117 MINISTRIES INC | |||||||
| PO BOX 2493 | LAKELAND | FL | 33806 | NONE | PC | PUBLIC SERVICE | $1,000 |
| FIRST BAPTIST CHURCH | |||||||
| 3223 GALLAGHER ROAD | DOVER | FL | 33527 | NONE | PC | GUATAMALA MISSION | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,466 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,305 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER | 2006-05-07 | $1,570 | $1,570 | M | 5 | $0 | $0 | $0 |
| DESK | 2006-05-07 | $370 | $370 | M | 7 | $0 | $0 | $0 |
| PRINTER | 2006-05-07 | $300 | $300 | M | 5 | $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY INVESTMENTS | BondNm |
| EOY Book Value | $59,701 | EOYBookValueAmt |
| EOYFMV | $59,618 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $145,271 | $208,591 |
| FIDELITY INVESTMENTS | $5,135 | $5,135 |
| CLAYMORE EXCHANGE RECEIVABLE | $65 | $65 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $0 | $0 | $0 | $0 |
| REGISTRATION FEE | $61 | $0 | $0 | $0 |
| BANK CHARGES | $35 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,646 | Amt |
| Net Investment Income | $3,646 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN INCOME TAX | $27 | $27 | $0 | $0 |
| FEDERAL TAX | $85 | $0 | $0 | $0 |
Comments