THE WARD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE WARD FOUNDATION (EIN 30-0854844)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201731359349103063
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T12:22:43-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 181012108 | 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 | 300854844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | BusinessNameControlTxt |
| Phone | 7136525246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1073 PINNACLE VIEW E | AddressLine1Txt |
| City | KERRVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 780287301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADELE R WARD | PersonNm |
| Person Title | PRESIDENT, TREASURER | PersonTitleTxt |
| Phone | 7136513770 | PhoneNum |
| Signature | 2017-04-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT L BUCK | PreparerPersonNm |
| PTIN | P01068409 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2017-05-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | F6D166EDFB29A84CF0E7089C99382D5A55E71974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 675631505D94CF73CB3883D38188675566089B0F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $151,238 | 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 | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $17 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $553,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,051,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $553,800 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $553,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $553,817 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,221 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $611 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $610 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,104 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,104 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $610 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $850,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $850,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $852,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $850,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$298,508 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $552,102 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,816 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,238 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $2,815,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $65,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $65,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,906,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $151,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,906,816 | UnrestrictedBOYAmt |
| Unrestricted EOY | $151,238 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,906,816 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $151,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,906,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $151,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,906,816 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$298,508 | ExcessRevenueOverExpensesAmt |
| Other Increases | $26,730 | OtherIncreasesAmt |
| Subtotal | $2,635,038 | SubtotalAmt |
| Other Decreases | $2,483,800 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $151,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS RUGS | D | 2016-03-21 | 2016-12-05 | $15,750 | $15,750 | ||
| VAROUS JEWELRY | D | 2016-06-14 | 2016-12-05 | $10,980 | $10,980 | ||
| ROCKWELL - A SCOUT IS REVERENT | D | 2015-09-01 | 2016-09-12 | $925,000 | $405,000 | $520,000 | $520,000 |
| ROCKWELL - ONE OF UNCLE SAM'S ASSETS | D | 2015-09-01 | 2016-09-12 | $100,000 | $66,200 | $33,800 | $33,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $553,800 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,185 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $944,767 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044651 | DistributionYr1Rt |
| Total Distribution | 0.044651 | TotalDistributionRt |
| Average Distribution | 0.044651 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,104,190 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,954 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,521 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $99,475 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $850,610 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,521 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,521 | SubtotalAmt |
| Tax Based On Investment Income | $5,521 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $91 | EsPenaltyAmt |
| Tax Due | $5,612 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | ADELE R WARD | IndividualWithBooksNm |
| Phone | 7136513770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1073 PINNACLE VIEW DRIVE E | AddressLine1Txt |
| City | KERRVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78028 | 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 |
|---|---|---|---|---|---|---|---|---|
| ADELE R WARD | ||||||||
| 1073 PINNACLE VIEW DRIVE E | KERRVILLE | TX | 78028 | PRESIDENT, T | 0.25 | $0 | $0 | $0 |
| JEFFREY R WARD | ||||||||
| 101 COLORADO STREET APT 2108 | AUSTIN | TX | 78701 | SECRETARY | 0.25 | $0 | $0 | $0 |
| FRANCESCA R WARD | ||||||||
| 2101 RIO GRANDE APT 18006 | AUSTIN | TX | 78703 | DIRECTOR | 0.10 | $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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,986,411 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,136,234 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,136,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,104,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,521 | TotalTaxAmt |
| Distributable Before Adj | $99,689 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,689 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,689 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $850,610 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $850,610 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,521 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $845,089 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,053 | UndistributedIncomePYAmt |
| Qualifying Distributions | $850,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,053 | AppliedToYear1Amt |
| Applied To Current Year | $99,689 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $745,868 | RemainingDistriFromCorpusAmt |
| Total Corpus | $745,868 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $745,868 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $745,868 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYO CLINIC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4500 SAN PABLO RD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO FURTHER THE CHARITY'S PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $850,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $850,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $553,800 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $553,817 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $553,817 | 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 | $1,221 | Amt |
| Net Investment Income | $611 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $610 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS ARTWORK | Desc |
| BOY Book Value | $2,815,000 | BOYBookValueAmt |
| EOY Book Value | $65,000 | EOYBookValueAmt |
| EOYFMV | $65,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT - ARTWORK BASIS | Desc |
| Amt | $2,483,800 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE | $279 | $279 |
| ARTWORK DELIVERY | $825 | $825 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT - RUG & JEWELRY BASIS | Desc |
| Amt | $26,730 | Amt |
Comments