JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JULES B CHAPMAN MD AND ANNIE LOU CHAPMAN PRIVATE FOUNDATION (EIN 46-2014167)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-01
- IRS object ID
- 201741219349100504
- 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 Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-01T09:40:21-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592309183 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGHES SNELL & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1470 ROYAL PALM SQUARE BLVD | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 339191049 | 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 | 462014167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAPMAN PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O INVESTORS' SECURITY TRUST CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAP | BusinessNameControlTxt |
| Phone | 2392676655 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5246 RED CEDAR DR STE 101 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D WATSON | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2392676655 | PhoneNum |
| Signature | 2017-04-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA M TREISE | PreparerPersonNm |
| PTIN | P00244902 | PTIN |
| Phone | 2399392233 | PhoneNum |
| Preparation | 2017-04-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | A8E5ABFDD352C24943592FA20E209625A96A18EE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 82A4D12FFE9145E11DD3CC076DC23BEC0FD52C7C | 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 | $4,801,465 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $400 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,792 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,792 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,102 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$46,964 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $824,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,835 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$893 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $44,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,729 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,910 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,886 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,886 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,539 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $779 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,109 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,660 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,449 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,699 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,151 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,151 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $324,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $253,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$280,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $252,749 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,817 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,817 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,253,670 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,182,052 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,573,102 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,191,735 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,106,340 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,100,546 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,744 | OtherAssetsBOYAmt |
| Other Assets EOY | $630 | OtherAssetsEOYAmt |
| Total Assets BOY | $4,702,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,416,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,801,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,702,898 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,416,839 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,702,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,416,839 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,702,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,416,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,702,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$280,408 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,422,490 | SubtotalAmt |
| Other Decreases | $5,651 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,416,839 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,835 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $263,812 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,016,120 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052593 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,491,114 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018329 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,101 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,371,508 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.011006 | DistributionYr3Rt |
| Total Distribution | 0.081928 | TotalDistributionRt |
| Average Distribution | 0.027309 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,671,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,568 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $734 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,302 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $253,850 | 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 | $734 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $734 | SubtotalAmt |
| Tax Based On Investment Income | $734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,678 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,678 | TotalPaymentsAndCreditsAmt |
| Overpayment | $944 | OverpaymentAmt |
| Applied To ES Tax | $944 | AppliedToESTaxAmt |
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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INVESTORS' SECURITY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2392676655 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5246 RED CEDAR DR STE 101 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT D WATSON | ||||||||
| 433 NW 23RD ST | GAINSVILLE | FL | 32607 | CO-TRUSTEE | 10.00 | $35,910 | $0 | $0 |
| JANICE LAWSON | ||||||||
| 608 PLANTATION ROAD | TALLAHASSEE | FL | 32303 | CO-TRUSTEE | 1.00 | $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 |
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 | $4,539,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,441 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,742,402 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,742,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,671,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $734 | TotalTaxAmt |
| Distributable Before Adj | $232,829 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $232,829 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $232,829 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $253,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $253,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $734 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $253,116 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,829 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $247,554 | UndistributedIncomePYAmt |
| Qualifying Distributions | $253,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $247,554 | AppliedToYear1Amt |
| Applied To Current Year | $6,296 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $226,533 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | HUMANISM SCHOLARS | $20,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | CARES HEALTH GRANT | $5,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | GENERAL PURPOSE | $51,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | SUMMER INSTITUTE | $1,500 |
| FLORIDA STATE UNIVERSITY FOUNDATION | ||||||
| 2010 LEVY AVE BLDG B 300 | TALLAHASSEE | FL | 32306 | NONE | IMMOKALEE CARES | $4,400 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | GENERAL PURPOSE | $45,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | CHRISTENSEN MEMORIAL | $12,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | HEALING GARDENS | $65,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | GOLD HUMANISM | $10,000 |
| UNIVERSITY OF FL FOUNDATION | ||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | NONE | CHAPMAN HUMANISM FUND | $15,000 |
| UNIVERSITY OF CENTRAL FLORIDA | ||||||
| 6850 LAKE NONA BLVD | ORLANDO | FL | 32827 | NONE | HUMANISM IN MEDICINE | $23,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $252,151 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,792 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,835 | ExclusionAmt |
| Related Or Exempt Function Incm | -$62,799 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FARM LOSS | Desc |
| Business | 110000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$893 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$893 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $107,729 | ExclusionAmt |
| Related Or Exempt Function Incm | -$62,799 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,037 | 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 | TAX AND ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (80 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| .2522 SHARES OF CHUBB LIMITED COM | 2016-01 | PURCHASE | 2016-02 | $28 | $28 | |
| 139 SHARES OF CHUBB CORP | 2013-09 | PURCHASE | 2016-01 | $18,041 | $12,296 | $5,745 |
| 99 SHARES OF CHUBB CORP | 2014-08 | PURCHASE | 2016-01 | $12,849 | $8,794 | $4,055 |
| 601.068 SHARES OF OPPENHEIMER DEVELO | 2013-03 | PURCHASE | 2016-01 | $16,301 | $21,188 | -$4,887 |
| 4171.255 SHARES OF PRUDENTIAL HIGH-Y | 2013-09 | PURCHASE | 2016-02 | $20,606 | $23,693 | -$3,087 |
| 5148.208 SHARES OF PRUDENTIAL HIGH-Y | 2014-01 | PURCHASE | 2016-02 | $25,432 | $29,602 | -$4,170 |
| 4101.165 SHARES OF PRUDENTIAL HIGH-Y | 2014-09 | PURCHASE | 2016-02 | $20,260 | $23,828 | -$3,568 |
| 5110.144 SHARES OF PRUDENTIAL HIGH-Y | 2015-01 | PURCHASE | 2016-02 | $25,244 | $28,310 | -$3,066 |
| 550.703 SHARES OF T ROWE PRICE HEALT | 2013-09 | PURCHASE | 2016-03 | $32,877 | $31,274 | $1,603 |
| 8 SHARES OF PRICELINE GRP INC | 2014-06 | PURCHASE | 2016-05 | $10,246 | $9,730 | $516 |
| 6 SHARES OF PRICELINE GRP INC | 2015-01 | PURCHASE | 2016-05 | $7,685 | $6,828 | $857 |
| 222.789 SHARES OF T ROWE PRICE NEW H | 2013-08 | PURCHASE | 2016-05 | $9,308 | $9,493 | -$185 |
| 91.903 SHARES OF PUTNAM EQUITY SPECT | 2012-02 | PURCHASE | 2016-06 | $3,036 | $2,618 | $418 |
| 139.971 SHARES OF PUTNAM EQUITY SPEC | 2012-06 | PURCHASE | 2016-06 | $4,625 | $3,771 | $854 |
| 220.975 SHARES OF PUTNAM EQUITY SPEC | 2013-05 | PURCHASE | 2016-06 | $7,301 | $7,396 | -$95 |
| 594.682 SHARES OF PUTNAM EQUITY SPEC | 2013-08 | PURCHASE | 2016-06 | $19,648 | $21,575 | -$1,927 |
| 806.826 SHARES OF PUTNAM EQUITY SPEC | 2013-09 | PURCHASE | 2016-06 | $26,658 | $30,853 | -$4,195 |
| 50.324 SHARES OF PUTNAM EQUITY SPECT | 2014-04 | PURCHASE | 2016-06 | $1,663 | $2,146 | -$483 |
| 217.478 SHARES OF PUTNAM EQUITY SPEC | 2014-08 | PURCHASE | 2016-06 | $7,185 | $9,212 | -$2,027 |
| 7493 SHARES OF GUGGENHEIM BULLETSHAR | 2014-01 | PURCHASE | 2016-06 | $170,088 | $170,212 | -$124 |
| 33 SHARES OF JOHNSON & JOHNSON | 2014-08 | PURCHASE | 2016-07 | $4,063 | $3,320 | $743 |
| 235 SHARES OF CORE LABORATORIES NV | 2015-01 | PURCHASE | 2016-07 | $27,322 | $27,981 | -$659 |
| 235 SHARES OF EXXON MOBIL CORP | 2014-08 | PURCHASE | 2016-08 | $20,451 | $23,077 | -$2,626 |
| 6 SHARES OF NVR INC | 2015-06 | PURCHASE | 2016-08 | $10,024 | $8,282 | $1,742 |
| 3 SHARES OF NVR INC | 2015-08 | PURCHASE | 2016-08 | $5,012 | $4,446 | $566 |
| 1355 SHARES OF ALCOA INC | 2014-02 | PURCHASE | 2016-09 | $12,861 | $15,488 | -$2,627 |
| 606 SHARES OF ALCOA INC | 2014-08 | PURCHASE | 2016-09 | $5,752 | $9,864 | -$4,112 |
| 849 SHARES OF ALCOA INC | 2014-09 | PURCHASE | 2016-09 | $8,058 | $14,373 | -$6,315 |
| 200 SHARES OF BROADRIDGE FINANCIAL S | 2014-01 | PURCHASE | 2016-10 | $13,093 | $7,714 | $5,379 |
| 69 SHARES OF SAIA INC COM | 2013-05 | PURCHASE | 2016-10 | $2,044 | $2,267 | -$223 |
| 97 SHARES OF SAIA INC COM | 2013-05 | PURCHASE | 2016-10 | $2,873 | $3,187 | -$314 |
| 243 SHARES OF SAIA INC COM | 2013-09 | PURCHASE | 2016-10 | $7,197 | $7,990 | -$793 |
| 485 SHARES OF POTASH CORP OF SASKATC | 2013-09 | PURCHASE | 2016-11 | $8,424 | $15,699 | -$7,275 |
| 24 SHARES OF CISCO SYSTEMS INC | 2011-03 | PURCHASE | 2016-11 | $759 | $418 | $341 |
| 360 SHARES OF CISCO SYSTEMS INC | 2013-08 | PURCHASE | 2016-11 | $11,379 | $8,877 | $2,502 |
| 254 SHARES OF GAMESTOP CORP | 2014-08 | PURCHASE | 2016-11 | $6,564 | $10,356 | -$3,792 |
| 29 SHARES OF GAMESTOP CORP | 2014-10 | PURCHASE | 2016-11 | $749 | $1,222 | -$473 |
| 132 SHARES OF POLARIS INDUSTRIES INC | 2015-05 | PURCHASE | 2016-12 | $11,514 | $18,674 | -$7,160 |
| 94 SHARES OF POLARIS INDUSTRIES INC | 2015-07 | PURCHASE | 2016-12 | $8,199 | $13,781 | -$5,582 |
| 860.667 SHARES OF TEMPLETON GLOBAL B | 2012-06 | PURCHASE | 2016-12 | $10,362 | $10,553 | -$191 |
| 213.64 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-02 | $214 | $214 | |
| 237.47 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-11 | $237 | $238 | -$1 |
| 240.12 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-08 | $240 | $241 | -$1 |
| 242.03 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-06 | $242 | $243 | -$1 |
| 300.09 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-10 | $300 | $301 | -$1 |
| 302.75 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-12 | $303 | $304 | -$1 |
| 342.17 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-03 | $342 | $343 | -$1 |
| 348.94 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-05 | $349 | $350 | -$1 |
| 385.27 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-08 | $385 | $386 | -$1 |
| 386.19 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-12 | $386 | $387 | -$1 |
| 422.88 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-07 | $423 | $424 | -$1 |
| 428.32 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-04 | $428 | $430 | -$2 |
| 437.3 UNITS OF FEDERAL NATIONAL MORT | 2008-03 | PURCHASE | 2016-12 | $437 | $439 | -$2 |
| 439.61 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-07 | $440 | $441 | -$1 |
| 461.69 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-06 | $462 | $463 | -$1 |
| 486.27 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-09 | $486 | $488 | -$2 |
| 495.5 UNITS OF FEDERAL NATIONAL MORT | 2008-03 | PURCHASE | 2016-11 | $496 | $497 | -$1 |
| 517.76 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-02 | $518 | $519 | -$1 |
| 534.51 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-03 | $535 | $536 | -$1 |
| 585.41 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-10 | $585 | $587 | -$2 |
| 592.47 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-05 | $592 | $594 | -$2 |
| 595.89 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-04 | $596 | $598 | -$2 |
| 598.45 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-12 | $598 | $620 | -$22 |
| 640.23 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-12 | $640 | $664 | -$24 |
| 644.25 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-09 | $644 | $646 | -$2 |
| 653.91 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-11 | $654 | $678 | -$24 |
| 753.34 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-10 | $753 | $781 | -$28 |
| 766.51 UNITS OF FEDERAL NATIONAL MOR | 2008-03 | PURCHASE | 2016-12 | $767 | $769 | -$2 |
| 767.29 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-08 | $767 | $795 | -$28 |
| 775.24 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-03 | $775 | $804 | -$29 |
| 777.75 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-09 | $778 | $806 | -$28 |
| 836.31 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-06 | $836 | $867 | -$31 |
| 864.67 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-05 | $865 | $896 | -$31 |
| 866.42 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-07 | $866 | $898 | -$32 |
| 996.27 UNITS OF FEDERAL HOME LOAN MO | 2009-02 | PURCHASE | 2016-02 | $996 | $1,033 | -$37 |
| 1010.78 UNITS OF FEDERAL HOME LOAN M | 2009-02 | PURCHASE | 2016-04 | $1,011 | $1,048 | -$37 |
| 202 SHARES OF TEMPLETON GLOBAL BOND | 2010-02 | PURCHASE | 2016-12 | $2,432 | $2,604 | -$172 |
| 244.575 SHARES OF OPPENHEIMER DEVELO | 2010-12 | PURCHASE | 2016-01 | $6,633 | $8,565 | -$1,932 |
| 800 SHARES OF TEMPLETON GLOBAL BOND | 2010-12 | PURCHASE | 2016-12 | $9,632 | $10,904 | -$1,272 |
| 12777.527 SHARES OF TEMPLETON GLOBAL | 2010-09 | PURCHASE | 2016-12 | $153,841 | $168,247 | -$14,406 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME - TAXABLE | BondNm |
| EOY Book Value | $2,106,340 | EOYBookValueAmt |
| EOYFMV | $2,100,546 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,182,052 | EOYBookValueAmt |
| EOYFMV | $2,573,102 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| INTEREST RECEIVABLE | $94 | $79 |
| DIVIDENDS RECEIVABLE | $188 | $551 |
| SALES PROCEEDS RECEIVABLE | $4,462 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENTS | Desc |
| Amt | $5,651 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BOD EXPENSES | $2,898 | $1,449 | $1,449 |
| INVESTMENT INTEREST EXPENSE | $211 | $211 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FARM LOSS | Desc |
| Revenue And Expenses Per Books | -$893 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES | CategoryTxt |
| Amt | $30,886 | Amt |
| Net Investment Income | $30,886 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $779 | $779 |
| EXCISE TAX | $760 |