THE ROBERT AND MARY FLACK FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND MARY FLACK FOUNDATION (EIN 25-6819784)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-12
IRS object ID
201711029349100001
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)
Return2017-04-12T12:23:03+00:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232939378PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUTCHINSON GILLAHAN & FREEH PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1415 W BROAD STREETAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18951ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256819784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & MARY FLACK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12265 MILL HILL RDAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18951ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT W FLACKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2155381371PhoneNum
Signature2017-04-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG W GILLAHAN II CPAPreparerPersonNm
PTINP00251624PTIN
Phone2155381371PhoneNum
Preparation2017-04-12PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id3AA2690B616ED47B9940199BF20F1201F421E845AtSubmissionCreationDeviceId
At Submission Filing Device Id3AA2690B616ED47B9940199BF20F1201F421E845AtSubmissionFilingDeviceId
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$83,195FMVAssetsEOYAmt
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$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,219DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,219DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$484NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,517GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$616CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,706TotalRevAndExpnssAmt
Total Net Invst Incm$3,838TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,690AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$38TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,728TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,678TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,972ExcessRevenueOverExpensesAmt
Net Investment Income$3,838NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,162SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,511SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,511SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$75,731CorporateStockBOYAmt
Corporate Stock EOY$65,410CorporateStockEOYAmt
Corporate Stock EOYFMV$65,684CorporateStockEOYFMVAmt
Total Assets BOY$88,893TotalAssetsBOYAmt
Total Assets EOY$82,921TotalAssetsEOYAmt
Total Assets EOYFMV$83,195TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$88,893RetainedEarningBOYAmt
Retained Earning EOY$82,921RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$88,893TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$82,921TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$82,921TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,893TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,972ExcessRevenueOverExpensesAmt
Subtotal$82,921SubtotalAmt
Tot Net Ast Or Fund Balances EOY$82,921TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$616CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,975AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$84,822NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046863DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,138AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$92,493NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.087985DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,316AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$93,345NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056950DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,700AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$89,965NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041127DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,400AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$91,516NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.026225DistributionYr5Rt
Total Distribution0.259150TotalDistributionRt
Average Distribution0.051830AverageDistributionRt
Net Vl Noncharitable Assets$80,217NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,158AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$38NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,196AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,950QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$38InvestmentIncomeExciseTaxAmt
Subtotal$38SubtotalAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Tax Due$38TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT W FLACKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2155382354PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12265 MILL HILL RDAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18951ZIPCd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT W FLACK
2265 MILL HILL RDQUAKERTOWNPA18951TRUSTEE0.10$0$0$0
MARY E FLACK
2265 MILL HILL RDQUAKERTOWNPA18951TRUSTEE0.10$0$0$0
JOYCE E FLACK
2649 GROVE STSLATINGTONPA18080TRUSTEE000.00$0$0$0
ALISON R SCHAFFER
1285 CATCH BASIN RDQUAKERTOWNPA18951TRUSTEE000.00$0$0$0
BRIAN W FLACK
1231 PASSER RDCOOPERSBURGPA18036TRUSTEE000.00$0$0$0
MICHAEL P FLACK
2317 TAYLOR DRCENTER VALLEYPA18034TRUSTEE000.00$0$0$0
PATRICIA M PARSONS
50 SNYDERTOWN RDHOPEWELLNJ08525TRUSTEE000.00$0$0$0
ROBERT W FLACK II
371 CAMP ROCK HILL ROADQUAKERTOWNPA18951TRUSTEE000.00$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$66,103AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,336AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$81,439TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$81,439AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,222CashDeemedCharitableAmt
Net Vl Noncharitable Assets$80,217NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,011MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,011MinimumInvestmentReturnAmt
Tax Based On Investment Income$38TaxBasedOnInvestmentIncomeAmt
Total Tax$38TotalTaxAmt
Distributable Before Adj$3,973DistributableBeforeAdjAmt
Distributable Before Ded$3,973DistributableBeforeDedAmt
Distributable As Adjusted$3,973DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,950ExpensesAndContributionsAmt
Qualifying Distributions$7,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$38PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,912AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,973DistributableAsAdjustedAmt
Undistributed Income PY$199UndistributedIncomePYAmt
Qualifying Distributions$7,950QualifyingDistributionsAmt
Applied To Year1$199AppliedToYear1Amt
Applied To Current Year$3,973AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,778RemainingDistriFromCorpusAmt
Total Corpus$3,778TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,778ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,778ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT MARY FLACKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLENTOWN RESCUE
355 HAMILTON STALLENTOWNPA18101UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$250
AMWELL VALLEY FIRE CO
22 COUNTY RD 579RINGOESNJ08551UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$500
ST LUKES UNIVERSITY HEALTH NETWORK
801 OSTRUM STREETBETHLEHEMPA18015UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$500
PA WOUNDED WARRIORS INC
1117 COUNTRY CLUB RDCAMP HILLPA17011UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$250
LOVING GRACE MINISTRIES
106 SO 28TH STTACOMAWA98402UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$400
WARRIOR EXPEDITIONS
6621 FAIRWAY VIEW TRROANOKEVA24018UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$750
OPERATION HOMEFRONT OF PA
PO BOX 4908PHILADELPHIAPA19119UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$400
SUPPORT CTR FOR CHILD ADVOCATE
1617 JFK BLVD SUITE 1200PHILADELPHIAPA19103UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$400
OUTREACH CARE OF BUCKS COUNTY
PO BOX 164QUAKERTOWNPA18951UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$200
ST ISIDORES CHURCH
2545 W PUMPING STATION RQUAKERTOWNPA18951UNRELATEDCHURCHUNRESTRICTED OPERATING FUNDS$1,200
ANIMALS IN DISTRESS
5075 LIMEPORT PIKECOOPERSBURGPA18036UNRELATED501(C)3UNRESTRICTED OPERATING FUNDS$500
CAMP MEN-O-LAN
1415 DOERR RDQUAKERTOWNPA18951UNRELATEDCHURCHUNRESTRICTED OPERATING FUNDS$500
QUAKERTOWN CHRISTIAN SCHOOL
50 E PALETOWN RDQUAKERTOWNPA18951UNRELATEDCHURCHUNRESTRICTED OPERATING FUNDS$500
VOLUNTEER GUARDIANSHIP ONE ON ONE
188 NJ-31FLEMINGTONNJ08822UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$500
PEACEFUL LIVING
569 YODER ROADHARLEYSVILLEPA19438UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$100
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$500
UPPER BUCKS ACTIVITY CENTER
2138 MILFORD SQUARE PIKEQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$150
LAST CHANCE RANCH
9 BECK RDQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
WEST END FIRE CO
1319 PARK AVEQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,219RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$616ExclusionAmt
Related Or Exempt Function Incm-$132RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$616ExclusionAmt
Related Or Exempt Function Incm$3,090RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,706TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,690Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetGUGGNEHEIM DEFINED 1180AssetDesc
Acquired2014-06AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2016-05SoldDt
Gross Sales Price$5,901GrossSalesPriceAmt
Basis$6,033BasisAmt
Total Net-$132TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$65,410EOYBookValueAmt
EOYFMV$65,684EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$38Amt

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