THE MCCARTY FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE MCCARTY FAMILY FOUNDATION INC (EIN 20-4766769)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-14
- IRS object ID
- 201611059349100206
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-14T13:28:44-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582466648 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON LEWIS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6650 SUGARLOAF PKWY STE 900 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204766769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCCARTY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCA | BusinessNameControlTxt |
| Phone | 7704474332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4995 AVALON RIDGE PARKWAY STE 250 | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MCCARTY | PersonNm |
| Person Title | CHAIRMAN, TREASURER | PersonTitleTxt |
| Phone | 7704474332 | PhoneNum |
| Signature | 2016-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LENORA C WILSON | PreparerPersonNm |
| PTIN | P01298601 | PTIN |
| Phone | 7704761004 | PhoneNum |
| Preparation | 2016-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $200,153 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $570 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $570 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,277 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,277 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,941 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,941 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,788 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,788 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,168 | CashBOYAmt |
| Cash EOY | $11,543 | CashEOYAmt |
| Cash EOYFMV | $35,110 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,049 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,065 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,059 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $134,714 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $136,092 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $146,984 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $192,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $157,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $200,153 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $192,931 | UnrestrictedBOYAmt |
| Unrestricted EOY | $157,700 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $192,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $157,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $192,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $157,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $192,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,231 | ExcessRevenueOverExpensesAmt |
| Subtotal | $157,700 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $157,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,941 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,720 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $219,858 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.303469 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $203,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.223674 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $256,582 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.161742 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $305,910 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.166716 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,400 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $218,182 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.240166 | DistributionYr5Rt |
| Total Distribution | 1.095767 | TotalDistributionRt |
| Average Distribution | 0.219153 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $197,905 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,371 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,419 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,000 | 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 | $48 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $48 | SubtotalAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $48 | TaxDueAmt |
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 | GA | 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 | CELIA MCCARTY | IndividualWithBooksNm |
| Phone | 7704474332 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4995 AVALON RIDGE PARKWAY STE 250 | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300715712 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID MCCARTY | ||||||||
| 4995 AVALON RIDGE PARKWAY SUITE 250 | NORCROSS | GA | 30071 | CHAIRMAN, TR | 1.00 | $0 | $0 | $0 |
| CELIA MCCARTY | ||||||||
| 4995 AVALON RIDGE PARKWAY SUITE 250 | NORCROSS | GA | 30071 | VICE CHAIR, | 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 | $147,750 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $200,919 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $200,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $197,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,895 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,895 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48 | TotalTaxAmt |
| Distributable Before Adj | $9,847 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,847 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,847 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,952 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,847 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $41,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,337 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,699 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,348 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $198,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,847 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,153 | RemainingDistriFromCorpusAmt |
| Total Corpus | $278,178 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $41,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $236,324 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,337 | ExcessFromYear4Amt |
| Excess From Year3 | $28,699 | ExcessFromYear3Amt |
| Excess From Year2 | $35,348 | ExcessFromYear2Amt |
| Excess From Year1 | $55,787 | ExcessFromYear1Amt |
| Excess From Current Year | $80,153 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL HANDS VOLUNTEERS | |||||||
| PO BOX 546 | CARLISLE | MA | 01741 | N/A | PRIVATE | PROVIDES EMERGENCY DISASTER ASSISTAN | $5,000 |
| ATLANTA HABITAT FOR HUMANITY | |||||||
| 324 MEMORIAL DRIVE SE | ATLANTA | GA | 30316 | N/A | PRIVATE | BUILDS INTEREST-FREE AFFORDABLE HOUS | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PRIVATE | DONATIONS SUPPORTS THE CHAPLAINCY PR | $4,000 |
| GLOBAL GIVING | |||||||
| 1110 VERMONT AVENUE NW | WASHINGTON | DC | 20005 | N/A | PRIVATE | SUPPORTS LIFE-SAVING ASSISTANCE AND | $4,000 |
| JOHNS CREEK PRESBYTERIAN CHURCH | |||||||
| 10950 BELL RD | JOHNS CREEK | GA | 30097 | N/A | PRIVATE | TO BUILD A NEW BUILDING FOR THE CHUR | $34,000 |
| MOTHERS 2 MOTHERS | |||||||
| 7441 W SUNSET BLVD 205 | LOS ANGELES | CA | 90046 | N/A | PRIVATE | WORKS WITH PREGNANT HIV POSITIVE WOM | $10,000 |
| ST THOMAS MORE PARISH | |||||||
| 636 WEST PONCE DE LEON AV | DECATUR | GA | 30030 | N/A | PRIVATE | FOR ONGOING OPERATIONS OF CHURCH | $4,000 |
| WATER AT WORK MINISTRY | |||||||
| PO BOX 133192 | ATLANTA | GA | 30333 | N/A | PRIVATE | INSTALLS WATER PURIFICATION SYSTEMS | $5,000 |
| WORLD WATER RELIEF | |||||||
| 8343 ROSWELL ROAD 455 | ATLANTA | GA | 30350 | N/A | PRIVATE | PROVIDE CLEAN DRINKING WATER AND HY | $15,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | PRIVATE | CHRISTIAN MINISTRY THAT WORKS WITH H | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $570 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,277 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,941 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,788 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,788 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $136,092 | BookValueAmt |
| EOYFMV | $146,984 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK SERVICE CHARGES | $19 |
Comments