JW JOHNSON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JW JOHNSON FAMILY CHARITABLE TRUST (EIN 20-7203295)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201641339349102984
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T16:57:20-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841595367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMG NATIONAL TRUST BANK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6295 GREENWOOD PLAZA BLVD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801114908 | 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 | 207203295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JW JOHNSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JWJO | BusinessNameControlTxt |
| Phone | 4805131125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10813 EAST WINDGATE PASS DRIVE | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL W JOHNSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4805131125 | PhoneNum |
| Signature | 2016-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS T MCNEILL CPA | PreparerPersonNm |
| PTIN | P01379799 | PTIN |
| Phone | 3036942190 | 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 | $9,265,277 | 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 | $65,827 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,070 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,070 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,239 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,239 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $306,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $623,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $306,098 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $507,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,407 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,497 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,498 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,062 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $520 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $303 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $302 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,702 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $505,144 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,144 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $587,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $507,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $422,025 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $492,904 | CashBOYAmt |
| Cash EOY | $194,443 | CashEOYAmt |
| Cash EOYFMV | $194,443 | CashEOYFMVAmt |
| Acct Rcvbl | $613 | AcctRcvblAmt |
| Acct Rcvbl BOY | $745 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $613 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $613 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $521,996 | CorporateStockBOYAmt |
| Corporate Stock EOY | $516,703 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $591,729 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,445,128 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,627,402 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,478,492 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,460,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,339,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,265,277 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $10,500 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $51,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $51,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,409,273 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,328,661 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,409,273 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,328,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,460,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,339,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,409,273 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,612 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,328,661 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,328,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AMG 1274-PUBLICLY TRADED SECURITIES SHORT TERM | P | $19,462 | $20,040 | -$578 | -$578 |
| AMG 1274-PUBLICLY TRADED SECURITIES LONG TERM | P | $209,044 | $47,544 | $161,500 | $161,500 |
| AMG 6510-PUBLICLY TRADED SECURITIES SHORT TERM | P | $49,033 | $70,630 | -$21,597 | -$21,597 |
| AMG 6510-PUBLICLY TRADED SECURITIES LONG TERM | P | $199,103 | $179,630 | $19,473 | $19,473 |
| CAPITAL GAINS DIVIDENDS | P | $147,300 | $147,300 | $147,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $306,098 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $485,897 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,162,837 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047811 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $431,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,164,630 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $157,923 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,246,586 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048643 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,150,065 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,383,131 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.490532 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,403 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,877,710 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050875 | DistributionYr5Rt |
| Total Distribution | 0.698122 | TotalDistributionRt |
| Average Distribution | 0.139624 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,838,279 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,373,660 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,220 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,377,880 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $507,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,441 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,441 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,068 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,068 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $25,627 | OverpaymentAmt |
| Applied To ES Tax | $25,627 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | AMG NATIONAL TRUST BANK | IndividualWithBooksNm |
| Phone | 3036942190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6295 GREENWOOD PLAZA BLVD | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801114908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOEL W JOHNSON | ||||||||
| 10813 E WINDGATE PASS DRIVE | SCOTTSDALE | AZ | 85255 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH B JOHNSON | ||||||||
| 10813 E WINDGATE PASS DRIVE | SCOTTSDALE | AZ | 85255 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHERINE E JOHNSON POTTER | ||||||||
| 4 SNOW STREET | SHERBORN | MA | 01770 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR GEOFFREY B JOHNSON | ||||||||
| 5453 HAWTHORN HILL LANE NE | ROCHESTER | MN | 55906 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PETER J JOHNSON | ||||||||
| 7551 PLUM ST | NEW ORLEANS | LA | 70118 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,905,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,988,101 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,988,101 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,838,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $491,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $491,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,441 | TotalTaxAmt |
| Distributable Before Adj | $483,473 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $483,473 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $483,473 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $507,944 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $507,944 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $507,944 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $483,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,637 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,958,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $78,568 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,440 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,052,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $507,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $483,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,471 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,076,870 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,637 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,073,233 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,958,754 | ExcessFromYear4Amt |
| Excess From Year2 | $78,568 | ExcessFromYear2Amt |
| Excess From Year1 | $11,440 | ExcessFromYear1Amt |
| Excess From Current Year | $24,471 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 333 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | EXEMPT | SCIENCE | $500 |
| AMERICAN RED CROSS | |||||||
| 6135 N BLACK CANYON HWY | PHOENIX | AZ | 85015 | NONE | EXEMPT | SCIENCE | $5,000 |
| ARIZONA DISABLED SPORTS | |||||||
| 59 E BROADWAY RD | MESA | AZ | 85210 | NONE | EXEMPT | COMMUNITY | $5,000 |
| CHERISH CENTER | |||||||
| 1004 22ND STREET | MILFORD | IA | 51351 | NONE | EXEMPT | COMMUNITY | $250 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | EXEMPT | MEDICAL | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 337 7TH AVENUE | NEW YORK | NY | 100015004 | NONE | EXEMPT | MEDICAL | $500 |
| DORSET CONGREGATIONAL CHURCH | |||||||
| 200 MAPLE HILL LN | DORSET | VT | 05251 | NONE | EXEMPT | RELIGIOUS | $50 |
| DORSET PLAYERS INC | |||||||
| 173 CHENEY RD | DORSET | VT | 05251 | NONE | EXEMPT | COMMUNITY | $500 |
| DOVER SHERBORN MIDDLE SCHOOL MUSIC | |||||||
| 157 FARM STREET | DOVER | MA | 020300400 | NONE | EXEMPT | EDUCATION | $500 |
| EKWANOK SCHOLARSHIP TRUST | |||||||
| PO BOX 467 | MANCHESTER | VT | 05254 | NONE | EXEMPT | EDUCATION | $500 |
| FRIENDS OF JC HORMEL NATURE CENTER | |||||||
| 1304 21ST STREET NE | AUSTIN | MN | 55912 | NONE | EXEMPT | COMMUNITY | $500 |
| HABITAT FOR HUMANITY | |||||||
| 115 E WATKINS | PHOENIX | AZ | 85004 | NONE | EXEMPT | COMMUNITY | $500 |
| HARVARD BUSINESS SCHOOL | |||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | EXEMPT | EDUCATION | $500 |
| HISTORIC ARNOLDS PARK | |||||||
| 37 LAKE STREET | ARNOLDS PARK | IA | 51331 | NONE | EXEMPT | COMMUNITY | $250 |
| HORMEL FOUNDATION | |||||||
| 329 NORTH MAIN STREET SUITE 102L | AUSTIN | MN | 559123478 | NONE | EXEMPT | HEALTH | $20,000 |
| KJZZ | |||||||
| 2323 WEST 14TH STREET | TEMPE | AZ | 85281 | NONE | EXEMPT | COMMUNITY | $100 |
| LAS FAMILIAS DEL PUEBLO | |||||||
| 307 E 7TH ST | LOS ANGELES | CA | 90014 | NONE | EXEMPT | COMMUNITY | $250 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | EXEMPT | SCIENCE | $250 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | EXEMPT | SCIENCE | $50,000 |
| MUSICAL INSTRUMENT MUSEUM | |||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 85050 | NONE | EXEMPT | EDUCATION | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | EXEMPT | HEALTH | $250 |
| OKOBOJI FOUNDATION | |||||||
| PO BOX 593 | OKOBOJI | IA | 51355 | NONE | EXEMPT | COMMUNITY | $5,000 |
| OPPORTUNITY INTERNATIONAL | |||||||
| 2122 YORK RD 340 | OAK BROOK | IL | 60523 | NONE | EXEMPT | COMMUNITY | $26,800 |
| PACELLI CATHOLIC SCHOOLS | |||||||
| 311 4TH ST NW | AUSTIN | MN | 55912 | NONE | EXEMPT | EDUCATION | $500 |
| PINE HILL COMMUNITY SCHOOL ASSOCIATION | |||||||
| 10 PINE HILL LANE | SHERBORN | MA | 01770 | NONE | EXEMPT | EDUCATION | $2,500 |
| POTACH FOUNDATION | |||||||
| 2217 17TH ST SE | AUSTIN | MN | 55912 | NONE | EXEMPT | MEDICAL | $5,000 |
| RILEY RINK ANNUAL FUND | |||||||
| PO BOX 835 | MANCHESTER CENTER | VT | 05255 | NONE | EXEMPT | COMMUNITY | $100 |
| RONALD MCDONALD HOUSE | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | NONE | EXEMPT | COMMUNITY | $250 |
| SALVATION ARMY-AUSTIN | |||||||
| 409 ST AVE NE | AUSTIN | MN | 55912 | NONE | EXEMPT | COMMUNITY | $1,000 |
| SALVATION ARMY-VALLEY OF THE SUN | |||||||
| 2707 E VAN BUREN ST | PHOENIX | AZ | 85008 | NONE | EXEMPT | COMMUNITY | $1,000 |
| SANTA CLARA PARENT'S FUND | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | NONE | EXEMPT | EDUCATION | $500 |
| SHEPHERD OF THE HILLS UCCC | |||||||
| 5524 E LAFAYETTE BLVD | PHOENIX | AZ | 85018 | NONE | EXEMPT | RELIGIOUS | $17,494 |
| SHERBORN PLAYGROUND COMMITTEE | |||||||
| PO BOX 818 | SHERBORN | MA | 01770 | NONE | EXEMPT | COMMUNITY | $10,000 |
| THE EXPERIMENT IN INTERNATIONAL LIVING | |||||||
| PO BOX 676 1 KIPLING ROAD | BRATTLEVORO | VT | 05302 | NONE | EXEMPT | COMMUNITY | $1,000 |
| TRUSTEES OF HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL RD | CLINTON | NY | 13323 | NONE | EXEMPT | EDUCATION | $86,100 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | EXEMPT | CHARITABLE | $500 |
| UNITED WAY OF MOWER COUNTY | |||||||
| 301 NORTH MAIN ST | AUSTIN | MN | 55912 | NONE | EXEMPT | COMMUNITY | $5,000 |
| USSGA MEMORIAL FUND | |||||||
| 88 FIELD POINT RD | GREENWICH | CT | 06830 | NONE | EXEMPT | COMMUNITY | $500 |
| WASUSA | |||||||
| PO BOX 621023 | LITTLETON | CO | 80162 | NONE | EXEMPT | COMMUNITY | $500 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | EXEMPT | EDUCATION | $252,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | EXEMPT | MILITARY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $505,144 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,070 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,239 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $306,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $441,407 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $441,407 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOEL AND ELIZABETH JOHNSON | |||||||
| 1 | 10813 EAST WINDGATE PASS DRIVE | SCOTTSDALE | AZ | 85255 | $20,504 | Yes (X) | Yes (X) |
| JOEL AND ELIZABETH JOHNSON | |||||||
| 2 | 10813 EAST WINDGATE PASS DRIVE | SCOTTSDALE | AZ | 85255 | $45,323 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,563 SHARES LIFE TIME FITNESS | $181,973 | 2015-03-31 |
| 2 | 890 SHARES ECOLAB | $100,441 | 2015-12-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | CategoryTxt |
| Amt | $4,995 | Amt |
| Net Investment Income | $2,497 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,498 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3 M COMPANY | $3,606 | $8,586 |
| ABBVIE INC | $12,498 | $12,914 |
| ALLIANZ AG-ADR | $6,363 | $6,680 |
| AMERICAN INTERNATIONAL | $17,767 | $20,698 |
| BANK OF AMERICA | $18,426 | $17,857 |
| BB&T | $19,022 | $18,792 |
| BP AMOCO PLC | $20,222 | $13,286 |
| CANON INC ADR | $18,817 | $15,788 |
| CISCO SYSTEMS | $18,671 | $23,055 |
| CITIGROUP | $12,874 | $23,857 |
| COCA-COLA CO | $6,291 | $12,716 |
| EATON CORP PLC | $12,135 | $12,542 |
| ENI S P A | $23,933 | $18,327 |
| ERSTE BANK DER OSTERRECHISCHEN | $12,597 | $15,859 |
| EXXON MOBIL CORP COM | $7,522 | $8,497 |
| FEDERATED INVESTORS | $12,744 | $15,041 |
| FOMENTO ECONOMICO MEX | $18,460 | $20,132 |
| GENERAL ELECTRIC | $19,332 | $23,892 |
| GLAXO SMITHKLINE PLC ADR | $23,129 | $21,022 |
| HEWLETT-PACKARD CO | $3,779 | $6,034 |
| HP INC | $3,390 | $4,700 |
| IBM CORP | $19,599 | $17,340 |
| ING GROUP NV SPONSORED ADR | $18,989 | $18,467 |
| INTEL CORP | $11,695 | $21,772 |
| INTESA SANPAOLO ADR | $18,388 | $21,455 |
| JOHNSON & JOHNSON | $18,554 | $23,523 |
| JPMORGAN CHASE & CO | $15,209 | $22,120 |
| KIMBERLY-CLARK CORP | $5,679 | $12,730 |
| KONINKLIKE PHILIPS ELECTRIC N.V. | $18,474 | $17,993 |
| LAS VAGAS SANDS CORP | $18,872 | $19,421 |
| MICROSOFT CORPORATION | $9,432 | $18,752 |
| PHILIP MORRIS INTERNATIONAL | $14,397 | $18,637 |
| SEIMENS AG SPONSORED ADR | $21,834 | $18,258 |
| SUN LIFE FINANCIAL | $13,727 | $15,163 |
| UNILEVER PLC ADR | $11,544 | $12,505 |
| WELLS FARGO & COMPANY | $8,732 | $13,318 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANCEBERNSTEIN GLOBAL BOND FUND INC | AT COST | $32,040 | $30,539 |
| BLACKROCK STRATEGIC INCOME OPPORTUNITIES | AT COST | $209,923 | $199,084 |
| BUFFALO MID CAP FUND | AT COST | $78,608 | $67,372 |
| BUFFALO SMALL CAP FUND #1444 | AT COST | $38,281 | $23,961 |
| CAUSEWAY INTERNATL VALUE FUND INST #1271 | AT COST | $285,982 | $247,086 |
| CHAMPLAIN SMALL CO FD-ADV | AT COST | $59,615 | $67,835 |
| DIAMOND HILL LARGE CAP FD | AT COST | $200,040 | $199,442 |
| DODGE & COX STOCK FUND #145 | AT COST | $114,681 | $118,532 |
| ECOLAB INC | AT COST | $1,635,865 | $4,716,459 |
| ETFS PALLADIUM TRUST | AT COST | $27,927 | $20,585 |
| ETFS PLATINUM TRUST | AT COST | $54,977 | $39,482 |
| FAMOUS DAVE'S OF AMERICA | AT COST | $88,769 | $138,800 |
| FMI COMMON STOCK FUND | AT COST | $47,367 | $44,761 |
| FPA NEW INCOME INC FUND | AT COST | $248,620 | $239,008 |
| HARBOR MID CAP VALUE FUND #023 | AT COST | $51,906 | $83,104 |
| HARDING LOEVNER EMERG MKTS | AT COST | $112,160 | $93,360 |
| ISHARES MSCI EAFE INDEX FUND | AT COST | $134,669 | $128,186 |
| ISHARES MSCI EMERGING MARKET | AT COST | $74,099 | $53,950 |
| ISHARES MSCI EMU | AT COST | $49,595 | $43,800 |
| ISHARES RUSSELL MIDCAP INDEX | AT COST | $49,277 | $44,850 |
| ISHARES S&P PREF STK INDX FN | AT COST | $50,232 | $48,563 |
| ISHARES SILVER TRUST | AT COST | $27,969 | $22,687 |
| ISHARES TRUST RUSSELL 2000 | AT COST | $59,932 | $72,302 |
| JENSEN PORTFOLIO CL I | AT COST | $145,120 | $148,329 |
| MANNING & NAPIER WORLD OPPORTUNITIES FUND | AT COST | $20,780 | $16,485 |
| MARSICO FOCUS FUND #40 | AT COST | $112,530 | $93,055 |
| OAKMARK INTERNATIONAL FUND (HARRIS) #109 | AT COST | $258,120 | $233,660 |
| ROYCE PREMIER FUND | AT COST | $87,200 | $63,331 |
| RS GLOBAL NATURAL RESOURCE # 1474 | AT COST | $236,379 | $100,335 |
| RS VALUE FUND - A | AT COST | $151,427 | $153,084 |
| SCOUT UNCONSTRAINED BOND-Y | AT COST | $56,120 | $53,411 |
| SPDR GOLD TRUST | AT COST | $73,504 | $64,934 |
| T ROWE PRICE INSTITUTIONAL FLOATING RATE | AT COST | $135,256 | $132,045 |
| T ROWE PRICE INTERNATIONAL BOND # 76 | AT COST | $68,756 | $58,442 |
| T ROWE PRICE MID-CAP GROWTH #64 | AT COST | $120,256 | $147,336 |
| THORNBURG THORNBURG INTL VALUE CL A | AT COST | $90,080 | $75,606 |
| TWEEDY BROWNE GLOBAL VALUE FUND #1 | AT COST | $203,080 | $193,252 |
| USAA PRECIOUS METALS AND MINERALS FUND | AT COST | $18,800 | $4,717 |
| VANGUARD ENERGY FUND INVESTOR SHS #51 | AT COST | $71,620 | $152,300 |
| VANGUARD TOTAL BOND MARKET INDEX INV #84 | AT COST | $45,840 | $44,422 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOUNDATION & OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $303 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $302 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS IN TRANSIT | Desc |
| BOY Book Value | $51,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGT FEES | CategoryTxt |
| Amt | $16,062 | Amt |
| Net Investment Income | $16,062 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $520 | $520 | $0 |
| 2014 990-PF TAX ESTIMATE | $26,000 | $0 | $0 |
| 2015 990-PF TAX ESTIMATE | $34,000 | $0 | $0 |
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