The Hindman Foundation Inc: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- The Hindman Foundation Inc (EIN 52-1358630)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201631319349100618
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T07:20:39-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAGAN FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 118 | AddressLine1Txt |
| City | WHITE HALL | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21161 | 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 | 521358630 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hindman Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIND | BusinessNameControlTxt |
| Phone | 4108408169 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2322 Nocodemus Road | AddressLine1Txt |
| City | Westminster | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W JAMES HINDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4108408169 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARI R HAGAN | PreparerPersonNm |
| Phone | 4102392444 | PhoneNum |
| 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 | $106,163 | 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 | $7,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,833 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,833 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,478 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,740 | AccountingFeesNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $351 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $351 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $345 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $345 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,436 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,436 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $117,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $103,708 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $106,163 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $117,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,163 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $117,166 | CapitalStockBOYAmt |
| Capital Stock EOY | $103,708 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $103,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $103,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,458 | ExcessRevenueOverExpensesAmt |
| Subtotal | $103,708 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $103,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Through UBS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-10-15 | AcquiredDt |
| Sold | 2015-11-15 | SoldDt |
| Gross Sales Price | $5,833 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,833 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $5,833 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,833 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $106,563 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056305 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,725 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $135,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086371 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,326 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $132,762 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055181 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,767 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $135,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057364 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,028 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $143,080 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042130 | DistributionYr5Rt |
| Total Distribution | 0.297351 | TotalDistributionRt |
| Average Distribution | 0.059470 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $128,774 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,658 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $70 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,728 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $28,000 | 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 | $70 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70 | SubtotalAmt |
| Tax Based On Investment Income | $70 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $70 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | MD | 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 | W JAMES HINDMAN | IndividualWithBooksNm |
| Phone | 4108408169 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2322 Nicodemus Road | AddressLine1Txt |
| City | Westminster | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21157 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| W JAMES HINDMAN | ||||||||
| 2322 Nicodemus Road | Westminster | MD | 21157 | President | 5.00 | $0 | $0 | $0 |
| DIXIE L HINDMAN | ||||||||
| 2322 Nicodemus Road | Westminster | MD | 21157 | VICE-PRESIDENT/SECRE | 2.00 | $0 | $0 | $0 |
| CYNTHIA HINDMAN | ||||||||
| 2322 Nicodemus Road | Westminster | MD | 21157 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $126,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $130,735 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $130,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $128,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,439 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,439 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70 | TotalTaxAmt |
| Distributable Before Adj | $6,369 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,369 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,369 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $70 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,930 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,369 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $135 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $135 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,631 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,766 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $21,766 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $135 | ExcessFromYear2Amt |
| Excess From Current Year | $21,631 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | W JAMES HINDMAN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Associated Services for the Blind | ||||||
| 919 Walnut Street | Philadelphia | PA | 19107 | 501(c)3 | General Purpose of organization | $1,000 |
| Lions Camp Merrick | ||||||
| PO Box 56 | Nanjemoy | MD | 20662 | 501(c)3 | General Purpose pf organization | $2,000 |
| Port Discovery Dev Dept | ||||||
| 35 Market Place | Baltimore | MD | 21202 | 501(c)3 | Genral Purpose of orginzation | $4,000 |
| Johns Hopkins University | ||||||
| PO Box 64896 | Baltimore | MD | 21264 | 501(c)3 | General Purpose of organization | $10,000 |
| Community Services for Vision Rehab | ||||||
| 600 Bel Air Blvd 110 | Mobile | AL | 36606 | 501(c)3 | General purpose of organization | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,645 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,833 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,478 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,478 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Investment in UBS | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | various | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $5,833 | GrossSalesPriceAmt |
| Basis Method | FMV | BasisMethodTxt |
| Total Net | $5,833 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS Account | StockNm |
| EOY Book Value | $103,708 | EOYBookValueAmt |
| EOYFMV | $106,163 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Fees | Desc |
| Revenue And Expenses Per Books | $345 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $345 | NetInvestmentIncomeAmt |
Comments