THE 5801 FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE 5801 FOUNDATION (EIN 52-1977528)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-13
IRS object ID
201743179349101149
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)
Return2017-11-13T12:06:15-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Carr Riggs & Ingram LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15909 Peachtree Dunwoody Rd SuiteAddressLine1Txt
Address Line2800AddressLine2Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521977528EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE 5801 FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name Control5801BusinessNameControlTxt
Phone2029665801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 32ND STREETAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151640ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBABARA J FRIEDMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2029665801PhoneNum
Signature2017-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephen J NadeauPreparerPersonNm
PTINP00399865PTIN
Phone7702611900PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.166.245.140IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-13IPDt
IP Tm10:23:15IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEBD425B0F4F7015B6A851A7651D3F0104458FB5CAtSubmissionCreationDeviceId
At Submission Filing Device IdEC133D774EA5142B5D5D773DCB383AB1DF564412AtSubmissionFilingDeviceId
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$344,834FMVAssetsEOYAmt
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$7,522DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,522DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,969NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,076GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,969CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$30,491TotalRevAndExpnssAmt
Total Net Invst Incm$30,491TotalNetInvstIncmAmt
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$5,854AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,927AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,927AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$484TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,488TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,077TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,927TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,488TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,077TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,927TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,003ExcessRevenueOverExpensesAmt
Net Investment Income$27,414NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,625SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,514SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,514SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$330,875CorporateStockBOYAmt
Corporate Stock EOY$330,875CorporateStockEOYAmt
Corporate Stock EOYFMV$343,320CorporateStockEOYFMVAmt
Total Assets BOY$360,500TotalAssetsBOYAmt
Total Assets EOY$332,389TotalAssetsEOYAmt
Total Assets EOYFMV$344,834TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$360,500CapitalStockBOYAmt
Capital Stock EOY$332,389CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$360,500TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$332,389TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$360,500TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$332,389TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$360,500TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,003ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$364,503SubtotalAmt
Other Decreases$32,114OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$332,389TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100 SHS AMERIPRISE FINACIAL INCD2000-12-212016-12-28$11,030$3,357$7,673$7,673
500 SHS ORACLE CORPD2000-12-152016-12-28$19,046$3,750$15,296$15,296
FieldValueIRS element (for citing)
Capital Gain Net Income$22,969CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,753AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$394,276NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.090680DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,193AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$441,832NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059283DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,740AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$373,267NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.063601DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,840AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$332,680NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047613DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,554AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$324,074NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063424DistributionYr5Rt
Total Distribution0.324601TotalDistributionRt
Average Distribution0.064920AverageDistributionRt
Net Vl Noncharitable Assets$353,041NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,919AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$274NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$23,193AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,927QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$548InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$548SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$548TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$202EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$495AppliedToEsTaxAmt
Total Payments And Credits$697TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$149OverpaymentAmt
Applied To ES Tax$149AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
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 BooksBARBARA J FRIEDMANIndividualWithBooksNm
Phone2029665801PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15801 32ND STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151640ZIPCd
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

FieldValueIRS element (for citing)
PersonBARBARA J FRIEDMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 32ND STREETAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20015ZIPCd
FieldValueIRS element (for citing)
TitlePRES.TitleTxt
Average Hrs Per Wk Devoted To Pos0.50AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$332,847AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,570AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$358,417TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$358,417AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,376CashDeemedCharitableAmt
Net Vl Noncharitable Assets$353,041NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,652MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,652MinimumInvestmentReturnAmt
Tax Based On Investment Income$548TaxBasedOnInvestmentIncomeAmt
Total Tax$548TotalTaxAmt
Distributable Before Adj$17,104DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$17,104DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$17,104DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,927ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,927QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,927AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,104DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$14,661ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,661TotalExcessDistributionCyovAmt
Qualifying Distributions$22,927QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,104AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,823RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$20,484TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,484ExcessDistriCyovToNextYrAmt
Excess From Year1$14,661ExcessFromYear1Amt
Excess From Current Year$5,823ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Fund for Sarah Lawrence
1 Mead WayBronxvilleNY10708NONE501(C)(3)GENERAL OPERATIONS$10,000
Planned Parenthood of Metropolitan Washington DC
1108 16th Street NWWashingtonDC20036NONE501(C)(3)GENERAL OPERATIONS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,522ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,969ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$30,491ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,491TotalIncomeProducingActyAmt

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$5,854Amt
Net Investment Income$2,927NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,927DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
500 SHARES AMERICAN EXPRESS CO$23,563$37,040
100 SHARES AMERIPRISE FIN INC$3,357$11,094
4200 SHS ORACLE CORP$126,920$161,490
2750 SHS PFIZER INC$125,042$89,320
800 SHS SUNTRUST BANKS, INC$50,647$43,880
9 SHS WELLS FARGO & CO NEW$1,346$496

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescYR END STOCK TRADES SETTLED IN JANUARY 2017Desc
Amt$32,114Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUBS FIN. SVC. - INVESTMENT FEESCategoryTxt
Amt$150Amt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$484Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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