KLIGMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
KLIGMAN CHARITABLE FOUNDATION INC (EIN 27-1033084)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-01-30
IRS object ID
201800309349100200
Schema version
2016v3.1
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)
Return2018-01-30T06:44:10-06:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RONALD J WEINTRAUB CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17700 N KENDALL DRIVE SUITE 807AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33156ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271033084EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KLIGMAN CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MARCY COHENInCareOfNm
Business Name ControlKLIGBusinessNameControlTxt
Phone3053862814PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19825 EAST CALUSA CLUB DRIVEAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331862337ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCY COHENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3053862814PhoneNum
Signature2017-12-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD J WEINTRAUBPreparerPersonNm
PTINP00248982PTIN
Phone3056611040PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.64.178.65IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id65735920180085000000FederalOriginalSubmissionId
Federal Original Submission Id2017-12-27FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBB069F3EA51B466DE21E02E59D2FEEA1D594153FAtSubmissionCreationDeviceId
At Submission Filing Device IdC5B95972F20C8C963881F97487F990FD0D907AC0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,101,265FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$16,044DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,044DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,044DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$11,300GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$11,300GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$11,300GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$4,113NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$11,590OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$11,590OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$11,590OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$38,934TotalRevAndExpnssAmt
Total Net Invst Incm$38,934TotalNetInvstIncmAmt
Total Adj Net Incm$38,934TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,090AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,090AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$3,090AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,654TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,654TaxesNetInvstIncmAmt
Taxes Adj Net Incm$3,654TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$3,633DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$3,633DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$3,633DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$1,164OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,164OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,164OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$11,541TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,541TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$11,541TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,578ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,578ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,119TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,541TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$11,541TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$54,578TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,185ExcessRevenueOverExpensesAmt
Net Investment Income$27,393NetInvestmentIncomeAmt
Adjusted Net Income$27,393AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$54,143SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,174SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,174SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$528,144CorporateStockBOYAmt
Corporate Stock EOY$486,561CorporateStockEOYAmt
Corporate Stock EOYFMV$879,191CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$149,900InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$7,266InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$146,267LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$142,634LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$149,900LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$728,554TotalAssetsBOYAmt
Total Assets EOY$701,369TotalAssetsEOYAmt
Total Assets EOYFMV$1,101,265TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$728,554CapitalStockBOYAmt
Capital Stock EOY$701,369CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$728,554TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$701,369TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$728,554TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$701,369TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$728,554TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,185ExcessRevenueOverExpensesAmt
Subtotal$701,369SubtotalAmt
Tot Net Ast Or Fund Balances EOY$701,369TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$548InvestmentIncomeExciseTaxAmt
Subtotal$548SubtotalAmt
Tax Based On Investment Income$548TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$16EsPenaltyAmt
Tax Due$564TaxDueAmt

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
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
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 Line1MARCY COHENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3053862814PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19825 EAST CALUSA CLUB DRIVEAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331862337ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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
MARCY L COHEN
9825 EAST CALUSA CLUB DRIVEMIAMIFL33186PRESIDENT/DIRECTOR10.0$0$0$0
SUSAN L GOLDSLAGER
7000 ISLAND BLVD 2610AVENTURAFL33160VICE PRES/DIRECTOR10.0$0$0$0
SELMA KLIGMAN
19707 TURNBERRY WY 8-HAVENTURAFL33180DIRECTOR5.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DIRECT CONTRIBUTIONS TO 501C(3) ORGANIZATIONSDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$157,010AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,526AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$149,900FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$317,436TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$317,436AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,762CashDeemedCharitableAmt
Net Vl Noncharitable Assets$312,674NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,634MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,578ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$54,578QualifyingDistributionsAmt
Adjusted Qualifying Distri$54,578AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$106,592ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$118,538ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$48,100ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$273,230TotalExcessDistributionCyovAmt
Qualifying Distributions$54,578QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Remaining Distri From Corpus$54,578RemainingDistriFromCorpusAmt
Total Corpus$327,808TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$327,808ExcessDistriCyovToNextYrAmt
Excess From Year3$106,592ExcessFromYear3Amt
Excess From Year2$118,538ExcessFromYear2Amt
Excess From Year1$48,100ExcessFromYear1Amt
Excess From Current Year$54,578ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$15,634CurrentYearAmt
Year1$0Year1Amt
Year2$9,877Year2Amt
Total$25,511TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$13,289CurrentYearAmt
Year1$0Year1Amt
Year2$8,395Year2Amt
Total$21,684TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$54,578CurrentYearAmt
Year1$48,100Year1Amt
Year2$118,538Year2Amt
Year3$106,592Year3Amt
Total$327,808TotalAmt
FieldValueIRS element (for citing)
Qualifying Distri Not Used DrtQualifyingDistriNotUsedDrtGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$54,578CurrentYearAmt
Year1$48,100Year1Amt
Year2$118,538Year2Amt
Year3$106,592Year3Amt
Total$327,808TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$1,101,265CurrentYearAmt
Year1$1,208,972Year1Amt
Year2$1,126,862Year2Amt
Total$3,437,099TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Year3$9,441Year3Amt
Total$9,441TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARCY COHENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19825 EAST CALUSA CLUB DRIVEAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33186ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3053862814RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMUST QUALIFY AS IRS 501(C)(3) ORGANIZATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNITED JEWISH APPEAL OF METROWEST
901 ROUTE 10PO BOX 929WHIPPANYNJ07981NONEPCUNRESTRICTED$10,000
GREATER MIAMI JEWISH APPEAL
4200 BISCAYNE BLVDMIAMIFL33137NONEPCUNRESTRICTED$10,000
VITAS HOSPICE
201 S BISCAYNE BLVDMIAMIFL33131NONEPCUNRESTRICTED$2,500
MAKE A WISH FOUNDATION
4491 S STATE ROAD 7DAVIEFL33314NONEPCUNRESTRICTED$5,000
ST JUDES CHILDDREN HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105NONEPCUNRESTRICTED$2,500
BIRTHRIGHT ISRAEL
PO BOX 5892HICKSVILLENY11802NONEPCUNRESTRICTED$12,000
CURE BREAST CANCER
1122 CLIFTON AVECLIFTONNJ07013NONEPCUNRESTRICTED$12,000
CONG AGUDATH ISRAEL
20 ACADEMY ROADCALDWELLNJ07006NONEPCUNRESTRICTED$578
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,578TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
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

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDesc
PLAINS ALL AMERICAN PIPELINE
ENTERPRISE PRODUCTS PARTNERS
ONEOK PARTNERS LP
ENBRIDGE ENERGY PARTNERS
FieldValueIRS element (for citing)
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

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)
CategoryACCOUNTING FEES & TAX PREPCategoryTxt
Amt$3,090Amt
Net Investment Income$3,090NetInvestmentIncomeAmt
Adjusted Net Income$3,090AdjustedNetIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtPrior Year DepreciationPriorYearDepreciationAmtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
LAND2015-01-01$50,000L
RENTAL HOUSE2015-01-01$99,900SL$3,63327$3,633$3,633$3,633

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIPS$346,376$520,320
SECURITIES$140,185$358,871

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtBook ValueBookValueAmtEOYFMVEOYFMVAmtAccumulated DepreciationAccumulatedDepreciationAmt
LAND$50,000$50,000$50,000
RENTAL HOUSE$99,900$92,634$99,900$7,266

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INSURANCE$783$783$783
OTHER$381$381$381

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PLAINS ALL AMERICAN PIPELINE$7,022$7,022$7,022
ENTERPRISE PRODUCTS PARTNERS$2,954$2,954$2,954
ONEOK PARTNERS LP-$1,168-$1,168-$1,168
ENBRIDGE ENERGY PARTNERS$2,782$2,782$2,782

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
REAL ESTATE TAXES$2,771$2,771$2,771
FOREIGN TAXES$883$883$883

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