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PATSY B HOLLANDSWORTH FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PATSY B HOLLANDSWORTH FAMILY FOUNDATION (EIN 75-2655126)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-14
IRS object ID
201713189349100996
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)
Return2017-11-14T09:33:53-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GreenTurner & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1988AddressLine1Txt
CityLongviewCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752655126EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATSY B HOLLANDSWORTH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATSBusinessNameControlTxt
Phone8705406112PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 PR 1490AddressLine1Txt
CityLONGVIEWCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY COURINGTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8705406112PhoneNum
Signature2017-11-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIRK D GREEN CPAPreparerPersonNm
Phone9032388200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address206.255.36.51IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-14IPDt
IP Tm09:33:41IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4E6661870F637B3F53DFC2AAA0BC3856742EE99DAtSubmissionCreationDeviceId
At Submission Filing Device Id4E6661870F637B3F53DFC2AAA0BC3856742EE99DAtSubmissionFilingDeviceId
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$3,646,551FMVAssetsEOYAmt
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$33InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$33InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$135,652DividendsRevAndExpnssAmt
Dividends Net Invst Incm$135,652DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$134,555NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$991,954GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,130TotalRevAndExpnssAmt
Total Net Invst Incm$135,685TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,500CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,075AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,075AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,500TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$38,242OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$38,242OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$49,317TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,817TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$197,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$197,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$246,617TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,817TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$197,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$245,487ExcessRevenueOverExpensesAmt
Net Investment Income$89,868NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,451CashBOYAmt
Cash EOY$4,013CashEOYAmt
Cash EOYFMV$4,013CashEOYFMVAmt
Corporate Stock BOY$952,074CorporateStockBOYAmt
Corporate Stock EOY$711,025CorporateStockEOYAmt
Corporate Stock EOYFMV$3,642,538CorporateStockEOYFMVAmt
Total Assets BOY$960,525TotalAssetsBOYAmt
Total Assets EOY$715,038TotalAssetsEOYAmt
Total Assets EOYFMV$3,646,551TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$960,525UnrestrictedBOYAmt
Unrestricted EOY$715,038UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$960,525TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$715,038TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$960,525TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$715,038TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$960,525TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$245,487ExcessRevenueOverExpensesAmt
Subtotal$715,038SubtotalAmt
Tot Net Ast Or Fund Balances EOY$715,038TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$991,954GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$1,126,509CostOrOtherBasisAmt
Gain Or Loss-$134,555GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses-$134,555GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$134,555CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$207,017AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,933,343NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052631DistributionYr1Rt
Adjusted Qlfy Distri Yr2$209,088AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,096,427NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051042DistributionYr2Rt
Adjusted Qlfy Distri Yr3$178,250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,197,940NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042461DistributionYr3Rt
Adjusted Qlfy Distri Yr4$280,183AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,518,867NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062003DistributionYr4Rt
Adjusted Qlfy Distri Yr5$224,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,042,343NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044424DistributionYr5Rt
Total Distribution0.252561TotalDistributionRt
Average Distribution0.050512AverageDistributionRt
Net Vl Noncharitable Assets$3,587,451NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$181,209AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$899NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$182,108AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$197,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$899InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$899SubtotalAmt
Tax Based On Investment Income$899TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,194EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,194TotalPaymentsAndCreditsAmt
Original Return Overpayment-$2,194OriginalReturnOverpaymentAmt
Overpayment$1,295OverpaymentAmt
Applied To ES Tax$1,295AppliedToESTaxAmt

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 StateTXOrgReportOrRegisterStateCd
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 BooksGREGORY COURINGTONIndividualWithBooksNm
Phone8705406112PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1251 PRIVATE ROAD 1490AddressLine1Txt
CityLONGVIEWCityNm
State AbbreviationTXStateAbbreviationCd
ZIP756057138ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREGORY COURINGTON
2350 LAKESHORE DR D-1HOT SPRINGS NATIONAL PAR71913PRESIDENT7.00$500$0$0
LAWRENCE COURINGTON
251 PRIVATE ROAD 1490LONGVIEWTX75605VICE PRESIDENT5.00$500$0$0
ALYCE SPARKS
6607 FM 450 NHALLSVILLETX75650SEC/TREAS3.00$500$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,624,095AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,987AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,642,082TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,642,082AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,631CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,587,451NetVlNoncharitableAssetsAmt
Minimum Investment Return$179,373MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$179,373MinimumInvestmentReturnAmt
Tax Based On Investment Income$899TaxBasedOnInvestmentIncomeAmt
Total Tax$899TotalTaxAmt
Distributable Before Adj$178,474DistributableBeforeAdjAmt
Distributable Before Ded$178,474DistributableBeforeDedAmt
Distributable As Adjusted$178,474DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$197,300ExpensesAndContributionsAmt
Qualifying Distributions$197,300QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$899PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$196,401AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$178,474DistributableAsAdjustedAmt
Undistributed Income PY$174,030UndistributedIncomePYAmt
Qualifying Distributions$197,300QualifyingDistributionsAmt
Applied To Year1$174,030AppliedToYear1Amt
Applied To Current Year$23,270AppliedToCurrentYearAmt
Undistributed Income CY$155,204UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGREGORY COURINGTONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1251 PRIVATE ROAD 1490AddressLine1Txt
CityLONGVIEWCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75605ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8705406112RecipientPhoneNum
Form And Info And MaterialsNAME OF ORGANIZATION, STATEMENT OF AMOUNT REQUESTED AND USE OF FUNDS, COPY OR PROOF OF IRS DETERMINATION LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesACCEPTED ANYTIME, NOTICE OF APPROVAL/REJECTION WITHIN 2 MO.SubmissionDeadlinesTxt
Restrictions On AwardsALL ORGANIZATIONS MUST QUALIFY AS A SEC 501(C)(3) OR BE EXEMPT UNDER SIMILAR IRC SECTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTHERN STATES MANHUNT
42 GRANT 36PRATTSVILLEAR72129PUBLICTO ASSIST ALLACTIVITIES$3,000
TRINITY SCHOOL OF TEXAS
P O BOX 4337LONGVIEWTX75606PUBLICANNUAL EDUCATIONFUND$50,300
GROWING VALLEY BAPTIST CHURCH
P O BOX 1549LONGVIEWTX75606PUBLICTO ASSIST ALLRELIGIOUS ACTIVITIES$2,000
WHITE OAK COMMUNITY CHURCH
1501 N WHITE OAK RDWHITE OAKTX75693PUBLICTO ASSIST ALLRELIGIOUS ACTIVITIES$1,500
LONGVIEW FINE ARTS MUSEUM
215 E TYLER STLONGVIEWTX75601PUBLICOPERATING BUDGETCONTRIBUTION TO$1,000
HARVEST FESTIVAL
703 EDEN DRLONGVIEWTX75605PUBLICTO ASSIST ALLRELIGIOUS ACTIVITIES$6,000
GOOD SHEPHERD FOUNDATION (ER)
621 NORTH 5TH STLONGVIEWTX75601PUBLICCONTRIBUTION TOEMERGENCY ROOM NEEDS$2,500
SONS OF CONFEDERATE VETERANS
509 LITTLE STREETLINDALETX75771PUBLICOPERATING BUDGETCONTRIBUTION TO$1,000
AACET
P O BOX 1579CABOTAR72023PUBLICOPERATING BUDGETCONTRIBUTION TO$5,000
HIGHWAY 80 RESCUE MISSION
P O BOX 3223LONGVIEWTX75605PUBLICCONTRIBUTION TOOPERATING BUDGET$5,000
GREGG COUNTY HISTORICAL MUSEUM
P O BOX 3342LONGVIEWTX75606PUBLICCONTRIBUTION TOOPERATING BUDGET$15,000
BOY SCOUTS OF AMERICA
1331 EAST FIFTH STREETTYLERTX75701PUBLICACTIVITIESTO ASSIST ALL$7,500
VFW
6001 WEST MARSHALL AVELONGVIEWTX75604PUBLICOPERATING BUDGETCONTRIBUTION TO$2,000
JUDSON METRO VOLUNTEER FIRE DEPT
P O BOX 429JUDSONTX75660PUBLICOPERATING BUDGETCONTRIBUTION TO$5,000
WINDRIDGE THERAPEUTIC EQUESTRIAN
P O BOX 5932LONGVIEWTX75608PUBLICCONTRIBUTION TOOPERATING BUDGET$35,500
LONGVIEW DOG PARK
P O BOX 4655LONGVIEWTX75606PUBLICOPERATING BUDGETCONTRIBUTION TO$1,000
PAWS N PRISON
P O BOX 8707PINE BLUFFAR71611PUBLICOPERATING BUDGETCONTRIBUTION TO$15,000
TEXAS CHAPTER OF AMERICAN FISHERIES
11810 FM 848TYLERTX75707PUBLICOPERATING BUDGETCONTRIBUTION TO$17,500
TEXAS RANGERS LEARNING FOUNDATION
103 INDUSTRIAL LOOP STE 700FREDERICKSBURGTX78624PUBLICOPERATING BUDGETCONTRIBUTION TO$5,000
VETERAN RECOGNITION FOUNDATION
P O BOX 1365LONGVIEWTX75606PUBLICOPERATING BUDGETCONTRIBUTION TO$3,000
MADE TO LOVE MINISTRY
409 N FREDONIALONGVIEWTX75601PUBLICOPERATING BUDGETCONTRIBUTION TO$1,000
WALNUT VALLEY BAPTIST CHURCH
1698 HIGHWAY 7 NORTHHOT SPRINGS VILLAGEAR71909PUBLICRELIGIOUS ACTIVITIESTO ASSIST ALL$10,000
LONGVIEW GREGGTON ROTARY
P O BOX 1166LONGVIEWTX75606PUBLICOPERATING BUDGETCONTRIBUTION TO$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$197,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135,652ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$134,555ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,130ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,130TotalIncomeProducingActyAmt

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)
CategoryGREEN, TURNER & ASSOCIATES, INC ACCOUNTING & TAX PREPARATIONCategoryTxt
Amt$6,075Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPUBLICLY TRADED SECURITIESAssetDesc
Gross Sales Price$991,954GrossSalesPriceAmt
Basis$1,126,509BasisAmt
Total Net-$134,555TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$711,025EOYBookValueAmt
EOYFMV$3,642,538EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BROKERAGE FEES$36,642$36,642
BOOKKEEPING$1,600$1,600

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$3,500Amt

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