BETA

CORS FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CORS FOUNDATION (EIN 54-1965260)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201721359349102157
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)
Return2017-05-15T10:54:24-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541062809PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAMERON MOBERLY & HAMRICK PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18500 EXECUTIVE PARK AVE SUITE 412AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22031ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541965260EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CORS FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CAMERON MOBERLY & HAMRICK PCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCORSBusinessNameControlTxt
Phone7038270735PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18500 EXECUTIVE PARK AVENUE NO 412AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22031ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLAN CORSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7038270735PhoneNum
Signature2017-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE MOBERLYCPAPreparerPersonNm
PTINP00084682PTIN
Phone7032079200PhoneNum
Preparation2017-04-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.191.215.168IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-04-26IPDt
IP Tm17:25:49IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5588B4865DA8AC8977A11398D06E59631B085F41AtSubmissionCreationDeviceId
At Submission Filing Device IdC32B4FAE85B2C70CB610C6807F6A818BF15C8EC6AtSubmissionFilingDeviceId
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$553,583FMVAssetsEOYAmt
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$13,584DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,584DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,788NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,677GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,788CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,372TotalRevAndExpnssAmt
Total Net Invst Incm$21,372TotalNetInvstIncmAmt
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$1,360AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,499OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$6InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss$427OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,292TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,292TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,920ExcessRevenueOverExpensesAmt
Net Investment Income$21,372NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,775SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,343SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,343SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$322,316CorporateStockBOYAmt
Corporate Stock EOY$359,045CorporateStockEOYAmt
Corporate Stock EOYFMV$460,412CorporateStockEOYFMVAmt
Corporate Bonds BOY$132,079CorporateBondsBOYAmt
Corporate Bonds EOY$142,040CorporateBondsEOYAmt
Corporate Bonds EOYFMV$71,828CorporateBondsEOYFMVAmt
Other Assets BOY$64,000OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$527,170TotalAssetsBOYAmt
Total Assets EOY$522,428TotalAssetsEOYAmt
Total Assets EOYFMV$553,583TotalAssetsEOYFMVAmt
Other Liabilities BOY-$1,446OtherLiabilitiesBOYAmt
Other Liabilities EOY-$2,579OtherLiabilitiesEOYAmt
Total Liabilities BOY-$1,446TotalLiabilitiesBOYAmt
Total Liabilities EOY-$2,579TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$528,616UnrestrictedBOYAmt
Unrestricted EOY$525,007UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$528,616TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$525,007TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$527,170TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$522,428TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$528,616TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,920ExcessRevenueOverExpensesAmt
Other Increases$1,311OtherIncreasesAmt
Subtotal$525,007SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$525,007TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
503 SH ISHARES MSCI EAFE ETF2016-05-23$28,746$30,653-$1,907-$1,907
393 SH VANGUARD HIGH DIV YIELD2016-12-09$29,931$20,236$9,695$9,695
FieldValueIRS element (for citing)
Capital Gain Net Income$7,788CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$490,900NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.004074DistributionYr1Rt
Adjusted Qlfy Distri Yr2$57,230AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$569,017NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.100577DistributionYr2Rt
Adjusted Qlfy Distri Yr3$104,621AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$572,871NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.182626DistributionYr3Rt
Adjusted Qlfy Distri Yr4$157,896AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$668,857NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.236068DistributionYr4Rt
Adjusted Qlfy Distri Yr5$236,345AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$919,274NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.257100DistributionYr5Rt
Total Distribution0.780445TotalDistributionRt
Average Distribution0.156089AverageDistributionRt
Net Vl Noncharitable Assets$509,326NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$79,500AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$214NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$79,714AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$427InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$427SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$427TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$314EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$314TotalPaymentsAndCreditsAmt
Tax Due$113TaxDueAmt

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 StateVAOrgReportOrRegisterStateCd
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 BooksCORPORATE DIRECTORSIndividualWithBooksNm
Phone7038270735PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17413 GEORGETOWN COURTAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALLAN D CORS
7413 GEORGETOWN COURTMCLEANVA22102DIRECTOR/PRES/TREAS1.00$0$0$0
DARLEEN CORS
4021 GULF SHORE BLVD NNAPLESFL34103DIRECTOR/VP/SECRETARY0.00$0$0$0
AMY E FLINN
9541 SANCTUARY PLACEBRENTWOODTN37027DIRECTOR0.00$0$0$0
BRIAN G CORS
1100 NORTHWIND DRIVERESTONVA22094DIRECTOR0.00$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

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$509,063AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,019AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$517,082TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$517,082AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,756CashDeemedCharitableAmt
Net Vl Noncharitable Assets$509,326NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,466MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,466MinimumInvestmentReturnAmt
Tax Based On Investment Income$427TaxBasedOnInvestmentIncomeAmt
Total Tax$427TotalTaxAmt
Distributable Before Adj$25,039DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,039DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,039DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,039DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$191,391ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$124,901ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$76,335ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,108ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$421,735TotalExcessDistributionCyovAmt
Qualifying Distributions$22,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,039ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,039ExcessDistributionCyovAppCYAmt
Total Corpus$418,696TotalCorpusAmt
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$188,352ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$230,344ExcessDistriCyovToNextYrAmt
Excess From Year4$124,901ExcessFromYear4Amt
Excess From Year3$76,335ExcessFromYear3Amt
Excess From Year2$29,108ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALLAN D CORSContributingManagerNm
Contributing ManagerDARLEEN CORSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALLAN D CORS THE CORS FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17413 GEORGETOWN COURTAddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7038270735RecipientPhoneNum
Form And Info And MaterialsPROVIDE LETTERHEAD REQUEST IN WRITING. OUTLINE REQUEST IN DETAIL.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NAPLE COMMUNITY CHURCH
849 7TH AVENUE SOUTHNAPLESFL34102NONE501(C)(3)TO PROMOTE RELIGIOUS ACTIVITIES IN THE COMMUNITY.$2,000
NATIONAL MUSEUM OF AMERICANS IN WARTIME
8500 EXECUTIVE PARK AVEFAIRFAXVA22031NONE501(C)(3)EDUCATION FOUNDATION SERVICES;LISTTOTAL 0$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,584RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,788RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$21,372RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,372TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4DIVIDENDS AND INTEREST EARNED ON INVESTMENT ACCOUNTS
8INVESTMENT ACTIVITY IN REALLOCATION OF INVESTMENTS

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,360Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$142,040EOYBookValueAmt
EOYFMV$71,828EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK PORTFOLIOStockNm
EOY Book Value$359,045EOYBookValueAmt
EOYFMV$460,412EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRECEIVABLE FROM ALLAN CORSDesc
BOY Book Value$64,000BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXDesc
Revenue And Expenses Per Books$427RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
FEDERALLY TAX-EXEMPT INTEREST INCOME$296
PY CASH DIVIDEND RECEIVED IN 2016$1,015

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
SUSPENSE-$1,632-$2,692
FEDERAL TAX PAYABLE$186$113

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGERCategoryTxt
Amt$2,499Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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