THE BB GEYER FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE BB GEYER FOUNDATION (EIN 13-6161487)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-13
IRS object ID
201703179349102315
Schema version
2016v3.0
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)
Return2017-11-13T17:17:43-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043097400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEVIN P MARTIN ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 FORBES WESTAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136161487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BB GEYER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBBGEBusinessNameControlTxt
Phone5082892868PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1353 BLACKSMITH SHOP ROADAddressLine1Txt
CityE FALMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02536ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWAYNE GEYERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5082892868PhoneNum
Signature2017-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOLANTA TUCK CPAPreparerPersonNm
PTINP01340068PTIN
Phone7813803520PhoneNum
Preparation2017-11-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.93.210.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-02IPDt
IP Tm09:20:39IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0008D4A23B6D6EC2EF50B674881025AF20BAB983AtSubmissionCreationDeviceId
At Submission Filing Device Id2BEFDC6BDC96FAE587A5D8EE1472B3DB0E40ACA5AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$129,332FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,516DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,516DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,516TotalRevAndExpnssAmt
Total Net Invst Incm$4,516TotalNetInvstIncmAmt
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$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$473OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$473OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$76TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,049TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$723TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,049TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$723TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,533ExcessRevenueOverExpensesAmt
Net Investment Income$3,793NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$125,247CorporateStockBOYAmt
Corporate Stock EOY$129,215CorporateStockEOYAmt
Corporate Stock EOYFMV$129,332CorporateStockEOYFMVAmt
Total Assets BOY$125,247TotalAssetsBOYAmt
Total Assets EOY$129,215TotalAssetsEOYAmt
Total Assets EOYFMV$129,332TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,879OtherLiabilitiesBOYAmt
Other Liabilities EOY$8,380OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,879TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,380TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$123,368UnrestrictedBOYAmt
Unrestricted EOY$120,835UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$123,368TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$120,835TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$125,247TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$129,215TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$123,368TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,533ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$120,835SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$120,835TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,974AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$121,745NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065498DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$106,634NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.028134DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$101,094NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044513DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$108,674NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044169DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$103,833NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.182314TotalDistributionRt
Average Distribution0.036463AverageDistributionRt
Net Vl Noncharitable Assets$123,720NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,511AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$38NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,549AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$38InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$38SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$38TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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 BooksWAYNE GEYERIndividualWithBooksNm
Phone5082892868PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1353 BLACKSMITH SHOP ROADAddressLine1Txt
CityE FALMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02536ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WAYNE R GEYER
353 BLACKSMITH SHOP ROADE FALMOUTHMA02536TRUSTEE1.00$0$0$0
BARBARA G WATTS
1200 BAYLISS DRIVEALEXANDRIAVA22302TRUSTEE1.00$0$0$0
THOMAS GEYER
21311 HIGH ROCK ROADMONROEWA98272TRUSTEE1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTMAKINGDescription1Txt
Expenses1$6,000Expenses1Amt

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$125,604AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$125,604TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$125,604AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,884CashDeemedCharitableAmt
Net Vl Noncharitable Assets$123,720NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,186MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,186MinimumInvestmentReturnAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Total Tax$38TotalTaxAmt
Distributable Before Adj$6,148DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,148DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,148DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$38PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,212AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,148DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$2,039ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,039TotalExcessDistributionCyovAmt
Qualifying Distributions$6,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,148AppliedToCurrentYearAmt
Remaining Distri From Corpus$102RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,141TotalCorpusAmt
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$2,141ExcessDistriCyovToNextYrAmt
Excess From Year1$2,039ExcessFromYear1Amt
Excess From Current Year$102ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWAYNE R GEYERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1353 BLACKSMITH SHOP ROADAddressLine1Txt
CityE FALMOUTHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02536ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5082892868RecipientPhoneNum
Form And Info And MaterialsNO SPECIAL FORM IS NEEDED. APPLICATION SHOULD INCLUDE SUMMARY OF SCOPE/ACTIVITIESFormAndInfoAndMaterialsTxt
Submission DeadlinesGRANTS AWARDED ANNUALLY DECEMBER 1SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALTIMORE MONTESSORI PUBLIC CHARTER SCHOOL
1600 GUILFORD AVENUEBALTIMOREMD21202NONEPCBENEFIT TO CHILDREN$2,000
FALMOUTH CHAMBER PLAYERS
25 VALLEY ROADFALMOUTHMA02540NONEPCBENEFIT TO CHILDREN$400
LONG RIDGE SCHOOL
478 ERSKINE ROADSTAMFORDCT06903NONEPCEDUCATIONAL PROGRAMMING$400
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH STNEW YORKNY10011NONEPCPROGRAM SUPPORT$400
PACIFIC COLLEGIATE SCHOOL
3004 MISSION STSANTA CRUZCA95060NONEPCPROGRAM SUPPORT$400
SALISBURY FAMILY SERVICES
30A SALMON KILL ROADLAKEVILLECT06068NONEPCPROGRAM SUPPORT$400
ST CHRISTOPHER'S INN INC
21 FRANCISCAN WAYGARRISONNY10524NONEPCPROGRAM SUPPORT$1,000
WESTMINSTER PRESBYTERIAN CHURCH
614 STATION RDROCK TAVERNNY12575NONEPCPROGRAM SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,000TotalGrantOrContriPdDurYrAmt
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$4,516ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,516ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,516TotalIncomeProducingActyAmt

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 PREPARATIONCategoryTxt
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$83,693$106,634
STOCKS$45,522$22,698

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN/LOAN BALANCEDesc
BOY Book Value$1,879BOYBookValueAmt
EOY Book Value$8,380EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$473Amt
Net Investment Income$473NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES 2015CategoryTxt
Amt$76Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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