JEAN HARVEY WILLIAMS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JEAN HARVEY WILLIAMS FOUNDATION (EIN 56-2170867)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201641329349102259
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T13:46:31-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561256981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAGE & SMITH PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 E ARLINGTON BLVD SUITE C | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 278585868 | 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 | 562170867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEAN HARVEY WILLIAMS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 2525245248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O EMILY EXUM 2109 ST GEORGE PL | AddressLine1Txt |
| City | KINSTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 285031703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY N EXUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2525245248 | PhoneNum |
| Signature | 2016-04-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN V HARDY CPA | PreparerPersonNm |
| PTIN | P01358889 | PTIN |
| Phone | 2523170690 | PhoneNum |
| Preparation | 2016-05-10 | 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 | $214,778 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,090 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,090 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,898 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,884 | GrossSalesPriceAmt |
| Total Rev And Expnss | $8,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,092 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $878 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $878 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,366 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,177 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $228,608 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $228,610 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $206,601 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $244,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $236,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $214,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $244,153 | RetainedEarningBOYAmt |
| Retained Earning EOY | $236,787 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $244,153 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $236,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $244,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $236,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $244,153 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,366 | ExcessRevenueOverExpensesAmt |
| Subtotal | $236,787 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $236,787 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $214,352 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071378 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $189,639 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080680 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,545 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $167,097 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087045 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $14,544 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $155,727 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093394 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $152,402 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093831 | DistributionYr5Rt |
| Total Distribution | 0.426328 | TotalDistributionRt |
| Average Distribution | 0.085266 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $232,051 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,786 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $60 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,846 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $121 | SubtotalAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $121 | 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 | NC | 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 | EMILY EXUM | IndividualWithBooksNm |
| Phone | 2525236726 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2109 ST GEORGE PL | AddressLine1Txt |
| City | KINSTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28503 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| EDNA N ANDERSON | ||||||||
| 106 SHORELINE DR | NEW BERN | NC | 28562 | SEC/TREAS | 0.25 | $0 | $0 | $0 |
| EMILY N EXUM | ||||||||
| 2109 ST GEORGE PL | KINSTON | NC | 28503 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| MARIAN N MCLAWHORN | ||||||||
| PO BOX 399 | GRIFTON | NC | 28530 | VP | 0.25 | $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 | $217,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $235,585 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $235,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $232,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121 | TotalTaxAmt |
| Distributable Before Adj | $11,482 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,482 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,482 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,300 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,482 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,780 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,300 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,934 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,695 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,579 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,300 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,818 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,397 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,780 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,870 | ExcessFromYear4Amt |
| Excess From Year3 | $6,300 | ExcessFromYear3Amt |
| Excess From Year2 | $5,934 | ExcessFromYear2Amt |
| Excess From Year1 | $4,695 | ExcessFromYear1Amt |
| Excess From Current Year | $3,818 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRIFTON RESCUE SQUAD | |||||||
| PO BOX 412 | GRIFTON | NC | 28512 | N/A | N/A | EMERGENCY NEEDS | $5,000 |
| GRIFTON FIRE DEPARTMENT | |||||||
| PO BOX 1232 | GRIFTON | NC | 28512 | N/A | N/A | FIRE NEEDS | $4,250 |
| HISTORICAL MUSEUM & INDIAN VILLAGE | |||||||
| PO BOX 85 | GRIFTON | NC | 28530 | N/A | N/A | NEEDS | $1,000 |
| HUGO FIRE DEPT | |||||||
| 2941 HUGO ROAD | GRIFTON | NC | 28530 | N/A | N/A | FIRE NEEDS | $1,000 |
| GRIFTON PUBLIC LIBRARY BOOK TRUST | |||||||
| PO BOX 579 | GRIFTON | NC | 28512 | N/A | N/A | PURCHASE OF BOOKS | $500 |
| ST MARY'S EPISCOPAL CHURCH | |||||||
| 800 ROUNTREE ST | KINSTON | NC | 28501 | N/A | N/A | HISPANIC WORKER PROG & SOUP KITCHEN | $500 |
| PITT COUNTY BOYS & GIRLS CLUB | |||||||
| 621 W FIRE TOWER RD | WINTERVILLE | NC | 28590 | N/A | N/A | CAPITAL CAMPAIGN | $500 |
| AYDEN-GRIFTON HIGH SCHOOL | |||||||
| 7653 NC 11 SOUTH | AYDEN | NC | 28513 | N/A | N/A | MEDIA CENTER NEEDS | $500 |
| RHEMS VOLUNTEER FIRE DEPT | |||||||
| PO BOX 13010 | NEW BERN | NC | 28561 | N/A | N/A | FIRE NEEDS | $300 |
| THE SALVATION ARMY | |||||||
| PO BOX 1479 | KINSTON | NC | 28503 | N/A | N/A | PUBLIC ASSISTANCE | $250 |
| CENTER FOR FAMILY VIOLENCE PREV | |||||||
| 823 SOUTH EVANS STREET | GREENVILLE | NC | 27834 | N/A | N/A | NEEDS | $250 |
| REAL CRISIS CENTER | |||||||
| 600 EAST 11TH STREET | GREENVILLE | NC | 27858 | N/A | N/A | NEEDS | $250 |
| AYDEN-GRIFTON FFA | |||||||
| 7653 NC 11 SOUTH | AYDEN | NC | 28513 | N/A | N/A | NEEDS | $500 |
| JOHN LAWSON LEGACY DAYS | |||||||
| PO BOX 85 | GRIFTON | NC | 28530 | N/A | N/A | NEEDS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,898 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,092 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,898 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,990 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF RETURN PREP FEES | CategoryTxt |
| Amt | $878 | Amt |
| Net Investment Income | $878 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | KRAFT FOODS GROUP | AssetDesc |
| Acquired | 2006-06 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2015-07 | SoldDt |
| Gross Sales Price | $4,884 | GrossSalesPriceAmt |
| Basis | $2,986 | BasisAmt |
| Total Net | $1,898 | TotalNetAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE | ||
| NEWPAPER NOTICE | $65 | $65 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $113 | Amt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |
Comments