BETA

NAGY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NAGY FAMILY CHARITABLE FOUNDATION (EIN 38-3568853)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-10
IRS object ID
201841309349101929
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)
Return2018-05-10T15:25:04-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382383796PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLAYTON & MCKERVEY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12000 TOWN CENTER SUITE 1800AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48075ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383568853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NAGY FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNAGYBusinessNameControlTxt
Phone3135903553PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112239 DEER CREEK RUNAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY S NAGYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7344552718PhoneNum
Signature2018-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET P AMSDENPreparerPersonNm
PTINP00125173PTIN
Phone2482088860PhoneNum
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$434,924FMVAssetsEOYAmt
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$345InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$345InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,310DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,310DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$17,775OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$17,775OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$24,430TotalRevAndExpnssAmt
Total Net Invst Incm$24,430TotalNetInvstIncmAmt
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$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$610TaxesRevAndExpnssAmt
Taxes Net Invst Incm$610TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,610TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,610TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,360TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,610TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,930ExcessRevenueOverExpensesAmt
Net Investment Income$22,820NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,802CashBOYAmt
Cash EOY$313,712CashEOYAmt
Cash EOYFMV$313,712CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,553SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,565SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,565SavAndTempCashInvstEOYFMVAmt
Mortgage Loans BOY$314,121MortgageLoansBOYAmt
Mortgage Loans EOY$0MortgageLoansEOYAmt
Mortgage Loans EOYFMV$0MortgageLoansEOYFMVAmt
Other Investments BOY$95,628OtherInvestmentsBOYAmt
Other Investments EOY$101,897OtherInvestmentsEOYAmt
Other Investments EOYFMV$118,647OtherInvestmentsEOYFMVAmt
Total Assets BOY$429,104TotalAssetsBOYAmt
Total Assets EOY$418,174TotalAssetsEOYAmt
Total Assets EOYFMV$434,924TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$429,104UnrestrictedBOYAmt
Unrestricted EOY$418,174UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$429,104TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$418,174TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$429,104TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$418,174TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$429,104TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,930ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$418,174SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$418,174TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$118,868NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.013460DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$306,560NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.019572DistributionYr2Rt
Adjusted Qlfy Distri Yr3$31,844AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$436,537NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.072947DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,919AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$436,542NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061664DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$413,548NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039899DistributionYr5Rt
Total Distribution0.207542TotalDistributionRt
Average Distribution0.041508AverageDistributionRt
Net Vl Noncharitable Assets$353,740NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$14,683AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$228NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$14,911AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$33,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$228InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$228SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$228TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,019EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,019TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$791OverpaymentAmt
Applied To ES Tax$791AppliedToESTaxAmt
Refund$0RefundAmt

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 StateMIOrgReportOrRegisterStateCd
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 BooksKATHY S NAGYIndividualWithBooksNm
Phone3135903553PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112239 DEER CREEK RUNAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd
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

FieldValueIRS element (for citing)
PersonKATHY S NAGYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112239 DEER CREEK RUNAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$110,404AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$248,723AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$359,127TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$359,127AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,387CashDeemedCharitableAmt
Net Vl Noncharitable Assets$353,740NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,687MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,687MinimumInvestmentReturnAmt
Tax Based On Investment Income$228TaxBasedOnInvestmentIncomeAmt
Total Tax$228TotalTaxAmt
Distributable Before Adj$17,459DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$17,459DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$17,459DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$33,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$228PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,522AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,459DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$2,493ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,329ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$12,822TotalExcessDistributionCyovAmt
Qualifying Distributions$33,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,459AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,291RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$29,113TotalCorpusAmt
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$29,113ExcessDistriCyovToNextYrAmt
Excess From Year4$2,493ExcessFromYear4Amt
Excess From Year3$10,329ExcessFromYear3Amt
Excess From Current Year$16,291ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTHWEST SOLUTIONS
5716 MICHIGAN AVEDETROITMI48210NONEPCMONETARY SUPPORT FOR PURPOSE OF CHARITY$5,000
UNIVERSITY OF MICHIGAN - NUTRITIONAL SCIENCES RESEARCH FUND
3003 SOUTH STATE STREET 8000ANN ARBORMI48109NONEPCMONETARY SUPPORT FOR PURPOSE OF CHARITY$12,500
ALLIANCE FOR GIFTED CHILDREN
2200 FULLER COURT SUITE 1101-BANN ARBORMI48105NONEPCMONETARY SUPPORT FOR PURPOSE OF CHARITY$15,000
HURON VALLEY HUMANE SOCIETY
3100 CHERRY HILL RDANN ARBORMI48105NONEPCMONETARY SUPPORT FOR PURPOSE OF CHARITY$250
THE ARC OF WESTERN WAYNE COUNTY
2257 S WAYNE RDWESTLANDMI48186NONEPCMONETARY SUPPORT FOR PURPOSE OF CHARITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$345ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,310ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,775ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,430ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,430TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS-BALANCED FUNDAT COST$26,816$35,304
AMERICAN FUNDS-BOND FUNDAT COST$15,640$15,409
AMERICAN FUNDS-CAPITAL INCOME BUILDERAT COST$19,127$19,691
AMERICAN FUNDS-CAPITAL WORLD GROWTH AND INCOMEAT COST$20,665$23,892
AMERICAN FUNDS-WASHINGTON MUTUAL INVESTORSAT COST$19,649$24,351

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMORTGAGE INTEREST- JOHN C AND PATRICIA A TURLEYDesc
Revenue And Expenses Per Books$17,775RevenueAndExpensesPerBooksAmt
Net Investment Income$17,775NetInvestmentIncomeAmt
Adjusted Net Income$17,775AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$30$30$0
EXCISE$580$580$0

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