BOYD FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BOYD FAMILY FOUNDATION (EIN 65-6237736)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201723149349100517
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T09:02:53-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201662635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPACKI CO PA CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6800 FRANCE AVE SO STE 120 | AddressLine1Txt |
| City | EDINA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55435 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656237736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOYD | BusinessNameControlTxt |
| Phone | 5159614238 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 WEST DETROIT AVENUE | AddressLine1Txt |
| City | INDIANOLA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINA STOVER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5159614238 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L RAPACKI JR CPA | PreparerPersonNm |
| PTIN | P01202569 | PTIN |
| Phone | 9529455011 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 869ADC07537344D558453C3B1B37E6587F0DB1DC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 768924B3E140BF8261684DD94139B4AA526C5F19 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $174 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $174 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,532 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,532 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$1,822 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$1,822 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$53 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,706 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$1,822 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $490 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $490 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,800 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,290 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,290 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,247 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $266,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $253,425 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $34,223 | CorporateBondsBOYAmt |
| Total Assets BOY | $315,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $263,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $74,374 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $40,045 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $74,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,045 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $240,970 | UnrestrictedBOYAmt |
| Unrestricted EOY | $223,627 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $240,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $223,627 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $315,344 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $263,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $240,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,343 | ExcessRevenueOverExpensesAmt |
| Subtotal | $223,627 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $223,627 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $295,500 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046024 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $345,235 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037656 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,930 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $56,637 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.210640 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $285,152 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042083 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $246,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036548 | DistributionYr5Rt |
| Total Distribution | 0.372951 | TotalDistributionRt |
| Average Distribution | 0.074590 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $266,935 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,911 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,911 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VIRGINIA STOVER | IndividualWithBooksNm |
| Phone | 5153602946 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 802 WEST DETROIT AVENUE | AddressLine1Txt |
| City | INDIANOLA | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 50125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VIRGINA STOVER | ||||||||
| 802 W DETROIT | INDIANOLA | IA | 50125 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MARY BAHRS | ||||||||
| 10004 THORNWOOD | KENSINGTON | MD | 20895 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JANE GRANDUSKY | ||||||||
| 7340 PIONEER ROAD | WEST PALM BEACH | FL | 33401 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ORGANIZATION GAVE FUNDS TO UNION CONGREGATIONAL CHURCH WEST PALM BEACH FL WITH NO RESTRICTIONS AS HOW THE FUNDS MAY BE USED. ALSO THE BETHESDA MARYLAND UNITED CHURCH OF CHRIST. | Description1Txt |
| Expenses1 | $7,000 | Expenses1Amt |
| Description2 | THE ORGANIZATION GAVE FUNDS TO SCHOOLS FOR EDUCATIONAL PURPOSES. (SCHOOL OF FINE ARTS FOUNDATION, WPB, FL. AND THE SIMPSON FUND, SIMPSON COLLEGE, INDIANOLA, IA.) AND THE IOWA BARN FOUNDATION, ZEARIGNG, IA. | Description2Txt |
| Expenses2 | $1,500 | Expenses2Amt |
| Description3 | AMERICAN CANCER SOCIETY | Description3Txt |
| Expenses3 | $1,500 | Expenses3Amt |
| Description4 | MARIA LAMB FUND, NANTUCKET MA. | Description4Txt |
| Expenses4 | $1,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $261,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $271,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $271,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $266,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $13,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $13,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,000 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year3 | $2,832 | Year3Amt |
| Total | $2,832 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $2,407 | Year3Amt |
| Total | $2,407 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,000 | CurrentYearAmt |
| Year1 | $13,600 | Year1Amt |
| Year2 | $13,000 | Year2Amt |
| Year3 | $12,000 | Year3Amt |
| Total | $51,600 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $13,000 | CurrentYearAmt |
| Year1 | $13,600 | Year1Amt |
| Year2 | $13,000 | Year2Amt |
| Year3 | $12,000 | Year3Amt |
| Total | $51,600 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,898 | CurrentYearAmt |
| Year1 | $9,850 | Year1Amt |
| Year2 | $11,508 | Year2Amt |
| Year3 | $1,888 | Year3Amt |
| Total | $32,144 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| UNION CONGREGATIONAL CHURCH | |||||||
| 5088 SUMMIT BOULEVARD | WEST PALM BEACH | FL | 33415 | NONPROFIT | RELIGIOUS | $7,000 | |
| THE SIMPSON FUND | |||||||
| 701 N C STREET | INDIANOLA | IA | 50125 | NONPROFIT | EDUCATION | $1,000 | 701 NC ST |
| SCHOOL OF ARTS FOUNDATION | |||||||
| PO BOX 552 | WEST PALM BEACH | FL | 33402 | NONPROFIT | EDUCATION | $1,500 | |
| IOWA BARN FOUNDATION | |||||||
| P O BOX 436 | ZEARING | IA | 50201 | NONPROFIT | COMMUNITY | $500 | P O BOX 436 |
| MARLA LAMB FUND | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | NONPROFIT | HEALTHCARE | $1,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 8364 HICKMAN RD | DESMOINE | IA | 50310 | NONPROFIT | RESEARCH | $1,500 | |
| BETHESDA UNITED CHURCH OF CHRIST | |||||||
| FERNWOOD RD | BETHESDA | MD | 20817 | NONPROFIT | CHURCH | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Business | 230000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2 | UnrelatedBusinessTaxblIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,532 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REGENCY ENERGY PARTNERS | 14 | |
| ENERGY TRANSFER PARTNERS | 14 | -$1,824 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$118 | ExclusionAmt |
| Related Or Exempt Function Incm | $63 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$53 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $490 | Amt |
| Net Investment Income | $490 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ENERGY | AssetDesc |
| Acquired | 2016-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2016-12 | SoldDt |
| Gross Sales Price | $63 | GrossSalesPriceAmt |
| Total Net | $63 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| MUTUAL FUNDS | $253,425 |
| TOTALS |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ROYALTIES | $2 | $2 |
| ENERGY TRANSFER PARTNERS | -$1,824 | -$1,824 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEE | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
Comments