BETA

BEANE WRIGHT FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BEANE WRIGHT FOUNDATION (EIN 56-2224889)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-06
IRS object ID
201832499349100008
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-09-06T10:40:58-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561185604PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARMS RODE & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15917 OLEANDER DR STE 204AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP284034709ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562224889EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEANE WRIGHT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEANBusinessNameControlTxt
Phone9106206711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1039AddressLine1Txt
CityWRIGHTSVILLE BEACHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAGNES BEANEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9106206711PhoneNum
Signature2018-06-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J RODE CPAPreparerPersonNm
PTINP00084984PTIN
Phone9107849015PhoneNum
Preparation2018-07-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.93.37.196IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-06IPDt
IP Tm09:40:58IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB8F1E2EB03AE8D228A95EB4D569C43F281AD1640AtSubmissionCreationDeviceId
At Submission Filing Device Id17B39B6CD0B1A21DD7B20448D0D7EC963478E847AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,181,745FMVAssetsEOYAmt
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$37InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,523DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,523DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,805NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$107,546GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,303CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$77,365TotalRevAndExpnssAmt
Total Net Invst Incm$52,863TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,503OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$319TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,622TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,522TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,843ExcessRevenueOverExpensesAmt
Net Investment Income$52,863NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,225SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,307SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,307SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$874,726CorporateStockBOYAmt
Corporate Stock EOY$862,345CorporateStockEOYAmt
Corporate Stock EOYFMV$1,132,438CorporateStockEOYFMVAmt
Other Assets BOY$10,780OtherAssetsBOYAmt
Other Assets EOY$10,780OtherAssetsEOYAmt
Total Assets BOY$902,731TotalAssetsBOYAmt
Total Assets EOY$922,432TotalAssetsEOYAmt
Total Assets EOYFMV$1,181,745TotalAssetsEOYFMVAmt
Other Liabilities BOY$12,869OtherLiabilitiesBOYAmt
Other Liabilities EOY$12,869OtherLiabilitiesEOYAmt
Total Liabilities BOY$12,869TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,869TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$484,117CapitalStockBOYAmt
Capital Stock EOY$484,117CapitalStockEOYAmt
Retained Earning BOY$405,745RetainedEarningBOYAmt
Retained Earning EOY$425,446RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$889,862TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$909,563TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$902,731TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$922,432TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$889,862TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,843ExcessRevenueOverExpensesAmt
Other Increases$1,877OtherIncreasesAmt
Subtotal$910,582SubtotalAmt
Other Decreases$1,019OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$909,563TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$22,303CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,026AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,027,203NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047728DistributionYr1Rt
Adjusted Qlfy Distri Yr2$53,830AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,037,573NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051881DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,067,786NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043548DistributionYr3Rt
Adjusted Qlfy Distri Yr4$43,750AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$967,754NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045208DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,250AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$862,980NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047799DistributionYr5Rt
Total Distribution0.236164TotalDistributionRt
Average Distribution0.047233AverageDistributionRt
Net Vl Noncharitable Assets$1,102,632NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,081AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$529NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,610AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$51,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,057InvestmentIncomeExciseTaxAmt
Subtotal$1,057SubtotalAmt
Tax Based On Investment Income$1,057TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$530ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$530TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Tax Due$541TaxDueAmt

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 StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAGNES R BEANEIndividualWithBooksNm
Phone9102562363PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11005 AIRLIE ROADAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AGNES BEANE
PO BOX 1039WRIGHTSVILLE BEACHNC28480TRUSTEE000.00$0$0$0
ELEANOR W COOPER
PO BOX 1039WRIGHTSVILLE BEACHNC28480TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,094,549AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,874AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,119,423TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,119,423AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,791CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,102,632NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,132MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,132MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,057TaxBasedOnInvestmentIncomeAmt
Total Tax$1,057TotalTaxAmt
Distributable Before Adj$54,075DistributableBeforeAdjAmt
Distributable Before Ded$54,075DistributableBeforeDedAmt
Distributable As Adjusted$54,075DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,900ExpensesAndContributionsAmt
Qualifying Distributions$51,900QualifyingDistributionsAmt
Adjusted Qualifying Distri$51,900AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,075DistributableAsAdjustedAmt
Undistributed Income PY$50,460UndistributedIncomePYAmt
Qualifying Distributions$51,900QualifyingDistributionsAmt
Applied To Year1$50,460AppliedToYear1Amt
Applied To Current Year$1,440AppliedToCurrentYearAmt
Undistributed Income CY$52,635UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Restrictions On AwardsCONTRIBUTIONS TO CHURCHES AND TO TAX EXEMPT PUBLIC CHARITIES AND PRIVATE FOUNDATIONS SELECTED SOLEY BY TRUSTEE OF FOUNDATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
EISENHOWER FELLOWSHIP
250 SOUTH 16TH STREETPHILADELPHIAPA19102CHARITABLE DONATION$5,000
COASTAL LAND TRUST
131 RACINE DRWILMINGTONNC28403CHARITABLE DONATION$10,000SUITE 202
UNCW
601 S COLLEGE RDWILMINGTONNC28403CHARITABLE DONATION$10,000
AIRLIE GARDENS
300 AIRLIE RDWILMINGTONNC28403CHARITABLE DONATION$1,000
BURGWIN WRIGHT HOUSE
224 MARKET STWILMINGTONNC28401CHARITABLE DONATION$1,000
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT STPHILADELPHIAPA19102CHARITABLE DONATION$2,500SUITE 610
NC SYMPHONY
3700 GLENWOOD AVENUERALEIGHNC27612CHARITABLE DONATION$500SUITE 130
ST JAMES CHURCH
25 SOUTH 3RD STWILMINGTONNC28401CHARITABLE DONATION$500
ST ANDREWS ON THE SOUND
101 AIRLIE ROADWILMINGTONNC28403CHARITABLE DONATION$5,000
FRIENDS OF THE NHC ARBORETUM
6206 OLEANDER DRIVEWILMINGTONNC28403CHARITABLE DONATION$250
ST JAMES CHURCH
25 SOUTH 3RD STWILMINGTONNC28401CHARITABLE DONATION$5,000
NC LAND TRUST
131 RACINE DRWILMINGTONNC28403CHARITABLE DONATION$1,150SUITE 202
TRYON PALACE COMMISSION
529 SOUTH FRONT STREETNEW BERNNC28562CHARITABLE DONATION$1,000
BOY SCOUTS CAPE FEAR
110 LONGSTREET DRIVEWILMINGTONNC28412CHARITABLE DONATION$1,000
BATTLESHIP NC
1 BATTLESHIP ROADWILMINGTONNC28401CHARITABLE DONATION$1,000
NCOBS
2582 RICEVILLE RDASHEVILLENC28805CHARITABLE DONATION$5,000
NC SYMPHONY
3700 GLENWOOD AVENUERALEIGHNC27612CHARITABLE DONATION$2,000SUITE 610
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$37ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$30,523ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$22,303ExclusionAmt
Related Or Exempt Function Incm$24,502RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$52,863ExclusionAmt
Related Or Exempt Function Incm$24,502RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,365TotalIncomeProducingActyAmt

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 FEESCategoryTxt
Amt$800Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (15 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERICAN FUNDS WASHINGTON MUTUAL FD2017-06PURCHASE2017-10$1,000$940$60
ABBOTT LABORATORIES2012-02PURCHASE2017-10$3,153$1,514$1,639
CHEVRON COPRORATION2012-02PURCHASE2017-10$7,945$7,336$609
EMERSON ELECTRIC CO2012-02PURCHASE$9,865$8,402$1,463
AMERICAN FUNDS EUROPACIFIC GROWTH FU2013-12PURCHASE2017-03$1,052$1,041$11
ILLINOIS TOOL WORKS INC2012-02PURCHASE$8,204$3,326$4,878
INTEL CORP2012-02PURCHASE2017-10$2,224$1,328$896
JOHNSON & JOHNSON2012-02PURCHASE$12,752$6,453$6,299
KIMBERLY-CLARK CORP.2012-02PURCHASE2017-03$3,347$1,705$1,642
MICROSOFT CORP2012-02PURCHASE$2,340$1,054$1,286
PEPSICO INCORPORATED2012-02PURCHASE$8,699$5,048$3,651
PROCTER & GAMBLE CO2012-02PURCHASE2017-01$2,535$1,934$601
SCANA CORP COM2012-02PURCHASE2017-10$14,153$13,590$563
TARGET CORP2012-02PURCHASE2017-10$6,026$5,168$858
AMERICAN FUNDS EUROPACIFIC GROWTH FU2008-02PURCHASE2017-03$1,948$1,902$46

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT IN MUTUAL FUNDSStockNm
EOY Book Value$862,345EOYBookValueAmt
EOYFMV$1,132,438EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATIONAL COST-BEANE WRIGHT CRTDesc
BOY Book Value$10,780BOYBookValueAmt
EOY Book Value$10,780EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NON DEDUCTIBLE FEDERAL TAX$424
STOCK BASIS ADJUSTMENTS$595

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONSDesc
Amt$1,877Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescADVANCE FROM BEANE CAPITAL, LLCDesc
BOY Book Value$12,869BOYBookValueAmt
EOY Book Value$12,869EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$5,503Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX W/HCategoryTxt
Amt$319Amt

Comments

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