BETA

LINDA AND JAMES ROWE MEMORIAL SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LINDA AND JAMES ROWE MEMORIAL SCHOLARSHIP FOUNDATION (EIN 33-1192125)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-23
IRS object ID
201621759349100807
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

FieldValueIRS element (for citing)
Return2016-06-23T16:16:16-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010560057PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDGAR KIKER & CROSS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13440 EASTEX FWYAddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP777031896ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331192125EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LINDA AND JAMES ROWE MEMORIALBusinessNameLine1Txt
Business Name Line2SCHOLARSHIP FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone4098352666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 ORLEANS STAddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEVA ROWEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4098352666PhoneNum
Signature2016-06-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHERI K DELMAGEPreparerPersonNm
PTINP00924012PTIN
Phone4098920233PhoneNum
Preparation2016-06-23PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$866,043FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$26,947DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,947DividendsNetInvstIncmAmt
Dividends Adj Net Incm$26,947DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$33,906NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$265,870GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,906CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$4,848NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$160,853TotalRevAndExpnssAmt
Total Net Invst Incm$60,853TotalNetInvstIncmAmt
Total Adj Net Incm$31,795TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,285AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,285AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,285AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$15,471OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,471OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$15,471OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$4,225TaxesRevAndExpnssAmt
Taxes Net Invst Incm$725TaxesNetInvstIncmAmt
Taxes Adj Net Incm$725TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$21,981TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,481TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$18,481TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,481TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,481TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$18,481TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$27,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$111,372ExcessRevenueOverExpensesAmt
Net Investment Income$42,372NetInvestmentIncomeAmt
Adjusted Net Income$13,314AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,063CashBOYAmt
Cash EOY$20,913CashEOYAmt
Cash EOYFMV$20,913CashEOYFMVAmt
Corporate Stock BOY$765,434CorporateStockBOYAmt
Corporate Stock EOY$868,956CorporateStockEOYAmt
Corporate Stock EOYFMV$845,130CorporateStockEOYFMVAmt
Total Assets BOY$778,497TotalAssetsBOYAmt
Total Assets EOY$889,869TotalAssetsEOYAmt
Total Assets EOYFMV$866,043TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$778,497UnrestrictedBOYAmt
Unrestricted EOY$889,869UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$778,497TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$889,869TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$778,497TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$889,869TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$778,497TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$111,372ExcessRevenueOverExpensesAmt
Subtotal$889,869SubtotalAmt
Tot Net Ast Or Fund Balances EOY$889,869TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWABP$87,975$83,127$4,848$4,848
CHARLES SCHWABP$177,696$148,837$28,859$28,859
CAPITAL GAIN DISTRIBUTIONSP$199$199$199
FieldValueIRS element (for citing)
Capital Gain Net Income$33,906CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,848NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$20,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$943,717NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.021193DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$723,738NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.027634DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$555,243NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036020DistributionYr3Rt
Adjusted Qlfy Distri Yr4$20,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$471,430NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042424DistributionYr4Rt
Adjusted Qlfy Distri Yr5$20,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$341,089NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058636DistributionYr5Rt
Total Distribution0.185907TotalDistributionRt
Average Distribution0.037181AverageDistributionRt
Net Vl Noncharitable Assets$961,219NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,739AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$424NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,163AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$847InvestmentIncomeExciseTaxAmt
Subtotal$847SubtotalAmt
Tax Based On Investment Income$847TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,165EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,165TotalPaymentsAndCreditsAmt
Overpayment$1,318OverpaymentAmt
Applied To ES Tax$1,318AppliedToESTaxAmt

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 StateTXOrgReportOrRegisterStateCd
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 BooksSTEPHANIE ROMEROIndividualWithBooksNm
Phone4098352666PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1215 ORLEANS STAddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77701ZIPCd
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 AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
EVA ROWE
215 ORLEANS STBEAUMONTTX77701PRESIDENT0.00$0$0$0
DIANE FINDLEY
2626 CALDERBEAUMONTTX77702SECRETARY &0.00$0$0$0SUITE 104
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO AWARD SCHOLARSHIPS TO HORNBECK HIGH SCHOOL STUDENTS.Description1Txt
Expenses1$27,500Expenses1Amt

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$957,180AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,677AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$975,857TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$975,857AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,638CashDeemedCharitableAmt
Net Vl Noncharitable Assets$961,219NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,061MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,061MinimumInvestmentReturnAmt
Tax Based On Investment Income$847TaxBasedOnInvestmentIncomeAmt
Total Tax$847TotalTaxAmt
Distributable Before Adj$47,214DistributableBeforeAdjAmt
Distributable Before Ded$47,214DistributableBeforeDedAmt
Distributable As Adjusted$47,214DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,500ExpensesAndContributionsAmt
Qualifying Distributions$27,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$27,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,214DistributableAsAdjustedAmt
Undistributed Income PY$13,542UndistributedIncomePYAmt
Qualifying Distributions$27,500QualifyingDistributionsAmt
Applied To Year1$13,542AppliedToYear1Amt
Applied To Current Year$13,958AppliedToCurrentYearAmt
Undistributed Income CY$33,256UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRENT COON ASSOCIATESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1215 ORLEANS STAddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77701ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4099518080RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS MUST SUBMIT AN APPLICATION FOR SCHOLARSHIP SUPPLEMENTED WITH AN ESSAY. THE ESSAY QUESTION IS AS FOLLOWS: JAMES AND LINDA ROWE WERE KILLED IN A TRAGIC AND SENSELESS ACCIDENT ON MARCH 23, 2005. GO ONLINE AND DO YOUR RESEARCH ON THIS TRAGEDY AND THEN ANSWER THIS QUESTION: "HOW COULD THIS TRAGEDY HAVE BEEN PREVENTED?"FormAndInfoAndMaterialsTxt
Submission DeadlinesAPRIL 16, 2015SubmissionDeadlinesTxt
Restrictions On AwardsGRADUATING SENIORS FROM HORNBECK HIGH SCHOOL IN LOUISIANA ARE ELIGIBLE FOR THE SCHOLARSHIP. SELECTION CRITERIA CONSISTS OF ACADEMIC PERFORMANCE, PERFORMANCE ON STANDARDIZED TESTS, FINANCIAL NEED, AND PERSONAL INTERVIEWS WITH THE SELECTION COMMITTEE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MIRANDA LEWIS
626 CORLEY ROADANACOCCOLA71403SCHOLARSHIP$1,000
CAYLA ROBERTS
1376 MARION TAYLOR ROADANACOCOLA71403SCHOLARSHIP$2,500
HANNAH MCDANIEL
PO BOX 212HORNBECKLA71439SCHOLARSHIP$5,000
TYLER REMEDIES
55 PINE GROVE STMANYLA71449SCHOLARSHIP$7,500
GAUGE STRINGER
282 RAYBURN RDHORNBECKLA71439SCHOLARSHIP$10,000
HAILEY ANN RHODES
2975 PORT AUTHUR AVEHORNBECKLA71439SCHOLARSHIP$250
SHYANNE ALEXIA SIMPSON
659 HWY 392HORNBECKLA71439SCHOLARSHIP$250
PEYTON ARTHUR
500 AUTHUR PLACEFLORIENLA71439SCHOLARSHIP$250
MATTHEW WELLS
339 STRUTTON RDLESSVILLELA71449SCHOLARSHIP$250
KELSEY POTSON
6728 NELSON ROAD APT 3LLAKE CHARLESLA70605SCHOLARSHIP$250
SHALEIGH PERKINS
111 REEKS LANEHORNBECKLA71439SCHOLARSHIP$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,947ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,906ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$60,853ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,853TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BP PLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1501 WESTLAKE PARK BOULEVARDAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77079ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$2,285Amt
Net Investment Income$2,285NetInvestmentIncomeAmt
Adjusted Net Income$2,285AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$868,956EOYBookValueAmt
EOYFMV$845,130EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKER FEESCategoryTxt
Amt$15,471Amt
Net Investment Income$15,471NetInvestmentIncomeAmt
Adjusted Net Income$15,471AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN TAX$725$725$725
FEDERAL INCOME TAX$3,500

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