GILES FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GILES FAMILY FOUNDATION INC (EIN 46-0558713)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201831349349100208
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T07:08:16-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSTIN BARTELL & FITZGERALD LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 EAST 9TH STREET 920 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 | 460558713 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GLENN GILES | InCareOfNm |
| Business Name Control | GILE | BusinessNameControlTxt |
| Phone | 9083999886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7037 SE HARBOR CIRCLE | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN GILES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9083999886 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH SILVAGGIO | PreparerPersonNm |
| PTIN | P00304380 | PTIN |
| Phone | 2166211180 | PhoneNum |
| Preparation | 2018-05-11 | 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 | $31,275 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,350 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,416 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,416 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $242 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,658 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,416 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $675 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $675 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $14 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $156 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $156 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $156 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $831 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $689 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $831 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,189 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $827 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $585 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,232 | CashBOYAmt |
| Cash EOY | $5,196 | CashEOYAmt |
| Cash EOYFMV | $5,196 | CashEOYFMVAmt |
| Corporate Stock BOY | $33,384 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,079 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $39,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,275 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $39,616 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,604 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,012 | ExcessRevenueOverExpensesAmt |
| Subtotal | $31,604 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UBS PRINCIPAL FUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-08-30 | AcquiredDt |
| Sold | 2017-11-30 | SoldDt |
| Gross Sales Price | $7,198 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,956 | CostOrOtherBasisAmt |
| Gain Or Loss | $242 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $242 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,649 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,099 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.174519 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,155 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,453 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.228444 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,605 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,150 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050929 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,498 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Total Distribution | 0.453892 | TotalDistributionRt |
| Average Distribution | 0.113473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $34,002 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,858 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,866 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,189 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8 | SubtotalAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENN GILES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9083999886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7037 SE HARBOR CIRCLE | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN GILES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 SE SAILFISH POINT BLVD 417 | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,520 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,520 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,002 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8 | TotalTaxAmt |
| Distributable Before Adj | $1,692 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,692 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,189 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $10,189 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,181 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,035 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,772 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,189 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,497 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,304 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $19,304 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $6,035 | ExcessFromYear2Amt |
| Excess From Year1 | $4,772 | ExcessFromYear1Amt |
| Excess From Current Year | $8,497 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| OAKS INTEGRATED CARE | |||||||
| 770 WOODLANE ROAD | MOUNT HOLLY | NJ | 08060 | NONE | PC | COMMUNITY OUTREACH FOR HOMELESS | $2,500 |
| CHILDRENS HEALTHCARE OF ATLANTA | |||||||
| 1605 CHANTILLY DRIVE | ATLANTA | GA | 30301 | NONE | PC | MEDICAL RESEARCH | $2,500 |
| SUNSHINE GIRL CHARITIES | |||||||
| 433 EUCLID AVE | MANASAQUAN | NJ | 08736 | NONE | PC | AID TO NEEDY CHILDREN, ANIMALS OR COMMUNITIES | $1,000 |
| HUGS FOR BRADY FOUNDATION | |||||||
| 4 QUENTIN ROAD | KENDALL PARK | NJ | 08824 | NONE | PC | PEDIATRIC CANCER RESEARCH | $1,000 |
| FRIENDS OF KIDS WITH CANCER | |||||||
| 530 MARYVILLE CENTER | ST LOUIS | MO | 63141 | NONW | PC | PEDITRIC CANCER RESEARCH | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,416 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,658 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,658 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $675 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $675 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PRINCIPAL GLOBAL INCOME FUND | StockNm |
| EOY Book Value | $26,408 | EOYBookValueAmt |
| EOYFMV | $26,079 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS FEE | Desc |
| Revenue And Expenses Per Books | $156 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $156 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $156 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENN GILES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7037 SE HARBOR CIRCLE | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $14 | Amt |
| Disbursements Charitable Prps | $14 | DisbursementsCharitablePrpsAmt |
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