THE ANISE WALLACE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE ANISE WALLACE FOUNDATION (EIN 58-6468784)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-13
IRS object ID
201742569349100014
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)
Return2017-09-13T12:15:42-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581971018PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHALEY HAMMONDS TOMASELLO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 WESTRIDGE IND BLVD SUITE 200AddressLine1Txt
CityMCDONOUGHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30253ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586468784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANISE WALLACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANISBusinessNameControlTxt
Phone4048420013PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROAD NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY FERGUSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4048420013PhoneNum
Signature2017-06-28SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAMMONDSPreparerPersonNm
PTINP00001622PTIN
Phone7709141040PhoneNum
Preparation2017-06-28PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device IdD4A13E0EF9D770362B37EBBBC5126B1765A21AEAAtSubmissionCreationDeviceId
At Submission Filing Device Id7CA677B0FAA2C4CF274A0D5D2AB8F09910E934E5AtSubmissionFilingDeviceId
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$648,451FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$27,699DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,699DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,699DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,480NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$52,007GrossSalesPriceAmt
Total Rev And Expnss$31,180TotalRevAndExpnssAmt
Total Net Invst Incm$27,700TotalNetInvstIncmAmt
Total Adj Net Incm$27,700TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$9,626CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$404TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$404TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,180TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,554TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,704TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,150ExcessRevenueOverExpensesAmt
Net Investment Income$27,700NetInvestmentIncomeAmt
Adjusted Net Income$27,700AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,479SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,156SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,156SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$607,272CorporateStockBOYAmt
Corporate Stock EOY$586,445CorporateStockEOYAmt
Corporate Stock EOYFMV$632,295CorporateStockEOYFMVAmt
Total Assets BOY$609,751TotalAssetsBOYAmt
Total Assets EOY$602,601TotalAssetsEOYAmt
Total Assets EOYFMV$648,451TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$609,751RetainedEarningBOYAmt
Retained Earning EOY$602,601RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$609,751TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$602,601TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$609,751TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$602,601TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$609,751TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,150ExcessRevenueOverExpensesAmt
Subtotal$602,601SubtotalAmt
Tot Net Ast Or Fund Balances EOY$602,601TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,033AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$674,055NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057908DistributionYr1Rt
Adjusted Qlfy Distri Yr2$40,978AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$686,861NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059660DistributionYr2Rt
Adjusted Qlfy Distri Yr3$52,557AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$640,500NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.082056DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,320AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$630,048NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052885DistributionYr4Rt
Adjusted Qlfy Distri Yr5$35,995AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$645,885NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055730DistributionYr5Rt
Total Distribution0.308239TotalDistributionRt
Average Distribution0.061648AverageDistributionRt
Net Vl Noncharitable Assets$632,584NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,998AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$277NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39,275AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,704QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$554InvestmentIncomeExciseTaxAmt
Subtotal$554SubtotalAmt
Tax Based On Investment Income$554TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$567TaxDueAmt

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 StateGAOrgReportOrRegisterStateCd
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
Individual With BooksEMILY FERGUSONIndividualWithBooksNm
Phone4043659590PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EMILY FERGUSON
3108 EAST PINE VALLEY ROADATLANTAGA30305DIRECTOR1.00$0$0$0
BRAD FERGUSON
3108 EAST PINE VALLEY ROADATLANTAGA30305DIRECTOR1.00$9,626$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$637,005AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,212AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$642,217TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$642,217AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,633CashDeemedCharitableAmt
Net Vl Noncharitable Assets$632,584NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,629MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,629MinimumInvestmentReturnAmt
Tax Based On Investment Income$554TaxBasedOnInvestmentIncomeAmt
Total Tax$554TotalTaxAmt
Distributable Before Adj$31,075DistributableBeforeAdjAmt
Distributable Before Ded$31,075DistributableBeforeDedAmt
Distributable As Adjusted$31,075DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,704ExpensesAndContributionsAmt
Qualifying Distributions$28,704QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,704AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,075DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,861ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,008ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,038ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,407ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,138ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,452TotalExcessDistributionCyovAmt
Qualifying Distributions$28,704QualifyingDistributionsAmt
Applied To Current Year$28,704AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,371ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,371ExcessDistributionCyovAppCYAmt
Total Corpus$38,081TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,490ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$36,591ExcessDistriCyovToNextYrAmt
Excess From Year4$2,008ExcessFromYear4Amt
Excess From Year3$21,038ExcessFromYear3Amt
Excess From Year2$7,407ExcessFromYear2Amt
Excess From Year1$6,138ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEMILY FERGUSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINEAddressLine1Txt
Address Line2VALLEY ROADAddressLine2Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4048420013RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMS OR MATERIALS ARE REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SESRA
ATLANTAATLANTAGA30303GENERAL SUPPORT$1,500
TRINITY SCHOOL
ATLANTAATLANTAGA30303GENERAL SUPPORT$10,000
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLECHARLOTTESVILLEVA22904GENERAL SUPPORT$5,100
EMORY UNIVERSITY
ATLANTAATLANTAGA30303GENERAL SUPPORT$500
UGAAA
ATLANTAATLANTAGA30303GENERAL SUPPORT$2,500
ODYSSEY
ATLANTAATLANTAGA30303GENERAL SUPPORT$500
FIRST PRESBYTERIAN CHURCH OF ATLANT
ATLANTAATLANTAGA30303GENERAL SUPPORT$1,700
THE WOODRUFF ARTS CENTER
ATLANTAATLANTAGA30303GENERAL SUPPORT$500
HAIR TO STAY
TEXASAUSTINTX78757GENERAL SUPPORT$1,000
SQUASH CHARITY
ATLANTAATLANTAGA30303GENERAL SUPPORT$850
FOUNDATION OF MITOCHONDRIAL MED
ATLANTAATLANTAGA30303GENERAL SUPPORT$2,000
WINSHAPE CANCER CENTER
ATLANTAATLANTAGA30303GENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,699ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,480RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$27,700ExclusionAmt
Related Or Exempt Function Incm$3,480RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,180TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMER CAP WRLD GRW & INC A2015-01PURCHASE2016-12$10,009$9,821$188
AMERICAN CAP INC BLDR2015-01PURCHASE2016-12$20$22-$2
AMERICAN CAP INC BLDR A2015-01PURCHASE2016-12$14,506$15,744-$1,238
AMERICAN CAPITAL WORLD2015-01PURCHASE2016-12$50$48$2
AMERICAN GRWOTH FUND OF2015-01PURCHASE2016-12$14$12$2
AMERICAN SM CP WORLD FD A2015-01PURCHASE2016-12$8,098$7,545$553
AMERICAN SMALL CAP WORLD2015-01PURCHASE2016-12$68$62$6
AMERN GROW FD OF AMCA A2015-01PURCHASE2016-12$19,106$15,136$3,970
AMER CAP WORLD GROW & INC A2016-01PURCHASE2016-12$46$46
AMERICAN CAP INC BLDR A2016-01PURCHASE2016-12$63$63
AMERICAN SM CP WORLD FD A2016-01PURCHASE2016-12$12$13-$1
AMERN GROW FD OF AMCA C2016-01PURCHASE2016-12$15$15

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL WORLD GROWTH & INC.$118,814$124,380
AMERICAN CAPITAL INCOME BUILDER$176,921$173,665
AMERICAN CAPITAL SMALL WORLD$90,548$99,237
GROWTH FUND OF AMERICA$200,162$235,013

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$150$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$404Amt
Disbursements Charitable Prps$404DisbursementsCharitablePrpsAmt

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