BETA

BERT F WINSTON SR FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BERT F WINSTON SR FOUNDATION (EIN 76-0662270)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-03-21
IRS object ID
201840809349100109
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-03-21T16:15:15-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741067601PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOHLE ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13900 ESSEX LANE SUITE 1000AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760662270EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERT F WINSTON SR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBERTBusinessNameControlTxt
Phone2813423825PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 522AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP774060522ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY POCHYLAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2813423825PhoneNum
Signature2018-03-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCONNIE L ESTOPINALPreparerPersonNm
PTINP00150005PTIN
Phone7136291381PhoneNum
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$851,435FMVAssetsEOYAmt
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$4,917DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,917DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,937NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$27,937GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,937CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,854TotalRevAndExpnssAmt
Total Net Invst Incm$32,854TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,925AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,462AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,463AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$153TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,088TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,462TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,463TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,088TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,462TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,463TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,234ExcessRevenueOverExpensesAmt
Net Investment Income$31,392NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$336,869SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$281,247SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$281,247SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$465,688CorporateStockBOYAmt
Corporate Stock EOY$494,076CorporateStockEOYAmt
Corporate Stock EOYFMV$570,188CorporateStockEOYFMVAmt
Total Assets BOY$802,557TotalAssetsBOYAmt
Total Assets EOY$775,323TotalAssetsEOYAmt
Total Assets EOYFMV$851,435TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$802,557RetainedEarningBOYAmt
Retained Earning EOY$775,323RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$802,557TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$775,323TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$802,557TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$775,323TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$802,557TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,234ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$775,323SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$775,323TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$27,937GrossSalesPriceAmt
Gain Or Loss$27,937GainOrLossAmt
Gains Minus Excess Or Losses$27,937GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$27,937CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$133,675AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$805,984NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.165853DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,232AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$708,570NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.014440DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,316AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$224,327NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050444DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,627AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$211,607NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054946DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,665AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$233,756NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045624DistributionYr5Rt
Total Distribution0.331307TotalDistributionRt
Average Distribution0.066261AverageDistributionRt
Net Vl Noncharitable Assets$834,936NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$55,324AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$314NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$55,638AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$58,463QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$314InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$314SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$314TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$314TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMR GARY POCHYLAIndividualWithBooksNm
Phone2813423825PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11314 OAK CREEK ROADAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP774695415ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY POCHYLA
PO BOX 522RICHMONDTX774060522PRESIDENT/DIRECTOR2.00$0$0$0
KAREN CARR
PO BOX 522RICHMONDTX774060522VICE PRESIDENT/SECY/DIR2.00$0$0$0
JACK H MOORE
PO BOX 522RICHMONDTX774060522VICE PRESIDENT/DIRECTOR2.00$0$0$0
DAVID WINSTON
PO BOX 522RICHMONDTX774060522VICE PRESIDENT/DIRECTOR2.00$0$0$0
BERT F WINSTON III
PO BOX 522RICHMONDTX774060522VICE PRESIDENT/DIRECTOR2.00$0$0$0
F BARRETT DAVIS JR
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
CHAILLE HAWKINS
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
PAT MCDONALD
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
DANNY MAREK
PO BOX 522RICHMONDTX774060522DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$515,761AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$331,890AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$847,651TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$847,651AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,715CashDeemedCharitableAmt
Net Vl Noncharitable Assets$834,936NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,747MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,747MinimumInvestmentReturnAmt
Tax Based On Investment Income$314TaxBasedOnInvestmentIncomeAmt
Total Tax$314TotalTaxAmt
Distributable Before Adj$41,433DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$41,433DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$41,433DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,463ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$58,463QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$314PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$58,149AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,433DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$59,967ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$59,967TotalExcessDistributionCyovAmt
Qualifying Distributions$58,463QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,433AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,030RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$76,997TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$76,997ExcessDistriCyovToNextYrAmt
Excess From Year1$59,967ExcessFromYear1Amt
Excess From Current Year$17,030ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGARY POCHYLARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 522AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP774060522ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2813423825RecipientPhoneNum
Form And Info And MaterialsREQUESTS MUST BE IN WRITING AND SHOULD INCLUDE THE ORGANIZATION REQUESTING, THE ORGANIZATION'S PURPOSE, THE SPECIFIC USE OF THE MONEY REQUESTED, AND DOCUMENTATION REGARDING THE CHARITABLE STATUS OF THE ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsRESTRICTED TO THE GEOGRAPHIC AREA IN OR AROUND RICHMOND, TEXASRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MORTON CEMETERY ASSOCIATION
PO BOX 300RICHMONDTX77406OTHER PUBLIC CHARITYFOR THE GENERAL FUND$10,000
LAMAR EDUCATIONAL AWARDS FOUNDATION
3911 AVE IROSENBERGTX77471OTHER PUBLIC CHARITYFOR THE GENERAL FUND$3,000
TSTC FOUNDATION
3801 CAMPUS DRWACOTX76705OTHER PUBLIC CHARITYFOR THE GENERAL FUND$30,000
CATHOLIC CHARITIES
2900 LOUISIANA STHOUSTONTX77006OTHER PUBLIC CHARITYFOR THE GENERAL FUND$5,000
FORT BEND SENIORS ON WHEELS
PO BOX 1488ROSENBERGTX77471OTHER PUBLIC CHARITYFOR THE GENERAL FUND$6,000
COASTAL PLAINS COWBOY CHURCH
PO BOX 399BOLINGTX77420OTHER PUBLIC CHARITYFOR THE GENERAL FUND$500
OAK HILL MISSIONARY CHURCH
21518 WEST BELFORTRICHMONDTX77406OTHER PUBLIC CHARITYFOR THE GENERAL FUND$1,000
FORT BEND HISTORY ASSOCIATION
PO BOX 460RICHMONDTX77406OTHER PUBLIC CHARITYFOR THE GENERAL FUND$1,000
WIEGHAT FOUNDATION
PO BOX 61NEEDVILLETX77461OTHER PUBLIC CHARITYFOR THE GENERAL FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,917ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,937ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,854ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,854TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMOHLE ADAMSCategoryTxt
Amt$2,925Amt
Net Investment Income$1,462NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,463DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY BROKERAGE SERVICESStockNm
EOY Book Value$494,076EOYBookValueAmt
EOYFMV$570,188EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$153Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.