THE ANISE WALLACE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE ANISE WALLACE FOUNDATION (EIN 58-6468784)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-26
IRS object ID
201641479349100214
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)
Return2016-05-26T13:11:44-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581971018PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHALEY HAMMONDS TOMASELLO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 WESTRIDGE IND BLVD SUITE 200AddressLine1Txt
CityMCDONOUGHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30253ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586468784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANISE WALLACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANISBusinessNameControlTxt
Phone4048420013PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROAD NWAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEMILY FERGUSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4048420013PhoneNum
Signature2016-05-11SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY W HAMMONDSPreparerPersonNm
PTINP00001622PTIN
Phone7709141040PhoneNum
Preparation2016-05-11PreparationDt
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$642,673FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$40,441DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,441DividendsNetInvstIncmAmt
Dividends Adj Net Incm$40,441DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$5,381NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$49,013GrossSalesPriceAmt
Total Rev And Expnss$45,824TotalRevAndExpnssAmt
Total Net Invst Incm$40,443TotalNetInvstIncmAmt
Total Adj Net Incm$40,443TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$11,631CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$787TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$787TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,568TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,937TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,068TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,437TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,244ExcessRevenueOverExpensesAmt
Net Investment Income$40,443NetInvestmentIncomeAmt
Adjusted Net Income$40,443AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,533SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,479SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,479SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$610,462CorporateStockBOYAmt
Corporate Stock EOY$607,272CorporateStockEOYAmt
Corporate Stock EOYFMV$640,194CorporateStockEOYFMVAmt
Total Assets BOY$614,995TotalAssetsBOYAmt
Total Assets EOY$609,751TotalAssetsEOYAmt
Total Assets EOYFMV$642,673TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$614,995RetainedEarningBOYAmt
Retained Earning EOY$609,751RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$614,995TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$609,751TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$614,995TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$609,751TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$614,995TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,244ExcessRevenueOverExpensesAmt
Subtotal$609,751SubtotalAmt
Tot Net Ast Or Fund Balances EOY$609,751TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$40,978AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$686,861NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059660DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,557AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$640,500NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.082056DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,320AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$630,048NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052885DistributionYr3Rt
Adjusted Qlfy Distri Yr4$35,995AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$645,885NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055730DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,395AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$564,254NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.037917DistributionYr5Rt
Total Distribution0.288248TotalDistributionRt
Average Distribution0.057650AverageDistributionRt
Net Vl Noncharitable Assets$674,055NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,859AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$404NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39,263AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$39,437QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$404InvestmentIncomeExciseTaxAmt
Subtotal$404SubtotalAmt
Tax Based On Investment Income$404TaxBasedOnInvestmentIncomeAmt
Tax Due$404TaxDueAmt

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 StateGAOrgReportOrRegisterStateCd
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 BooksEMILY FERGUSONIndividualWithBooksNm
Phone4043659590PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINE VALLEY ROADAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
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 AllwncExpenseAccountOtherAllwncAmt
EMILY FERGUSON
3108 EAST PINE VALLEY ROADATLANTAGA30305DIRECTOR1.00$1,300$0$0
BRAD FERGUSON
3108 EAST PINE VALLEY ROADATLANTAGA30305DIRECTOR1.00$10,331$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$674,744AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,576AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$684,320TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$684,320AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,265CashDeemedCharitableAmt
Net Vl Noncharitable Assets$674,055NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,703MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,703MinimumInvestmentReturnAmt
Tax Based On Investment Income$404TaxBasedOnInvestmentIncomeAmt
Total Tax$404TotalTaxAmt
Distributable Before Adj$33,299DistributableBeforeAdjAmt
Distributable Before Ded$33,299DistributableBeforeDedAmt
Distributable As Adjusted$33,299DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,437ExpensesAndContributionsAmt
Qualifying Distributions$39,437QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$404PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,033AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,299DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$3,861ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,008ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,038ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,407ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,314TotalExcessDistributionCyovAmt
Qualifying Distributions$39,437QualifyingDistributionsAmt
Applied To Current Year$33,299AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,138RemainingDistriFromCorpusAmt
Total Corpus$40,452TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$40,452ExcessDistriCyovToNextYrAmt
Excess From Year4$3,861ExcessFromYear4Amt
Excess From Year3$2,008ExcessFromYear3Amt
Excess From Year2$21,038ExcessFromYear2Amt
Excess From Year1$7,407ExcessFromYear1Amt
Excess From Current Year$6,138ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEMILY FERGUSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13108 EAST PINEAddressLine1Txt
Address Line2VALLEY ROADAddressLine2Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4048420013RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMS OR MATERIALS ARE REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ATLANTA HISTORY CENTER
ATLANTAATLANTAGA30303GENERAL SUPPORT$750
ATLANTA INTERNATIONAL SCHOOL
ATLANTAATLANTAGA30303GENERAL SUPPORT$2,000
BUCKHEAD BASEBALL
ATLANTAATLANTAGA30303GENERAL SUPPORT$250
GEORGIA TENNIS FOUNDATION
ATLANTAATLANTAGA30303GENERAL SUPPORT$1,500
JACOBS LADDER
ATLANTAATLANTAGA30303GENERAL SUPPORT$1,500
PRSF
ATLANTAATLANTAGA30305GENERAL SUPPORT$1,000
SESRA
ATLANTAATLANTAGA30303GENERAL SUPPORT$1,300
THE CATHEDRAL OF ST PHILIP
ATLANTAATLANTAGA30303GENERAL SUPPORT$100
TRINITY PRESBYTERIAN CHURCH
ATLANTAATLANTAGA30305GENERAL SUPPORT$100
TRINITY SCHOOLS
ATLANTAATLANTAGA30303GENERAL SUPPORT$20,000
UGAAA
ATHENSATHENSGA30602GENERAL SUPPORT$2,500
VISITING NURSE HOSPICE
ATLANTAATLANTAGA30305GENERAL SUPPORT$1,000
UNIVERSITY OF VIRGINIA
CHARLOTTESVILLECHARLOTTESVILLEVA22904GENERAL SUPPORT$5,000
VIRGINIA ATHLETICS FOUNDATION
CHARLOTTESVILLECHARLOTTESVILLEVA22904GENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,441ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,381RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,443ExclusionAmt
Related Or Exempt Function Incm$5,381RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,824TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMER CAP WRLD GRW & INC A2007-02PURCHASE2015-04$9,811$9,097$714
AMERICAN CAP INC BLDR2007-02PURCHASE2015-12$29$33-$4
AMERICAN CAP INC BLDR A2007-02PURCHASE2015-04$13,498$14,287-$789
AMERICAN CAPITAL WORLD2007-02PURCHASE2015-11$40$38$2
AMERICAN GROWTH FUND OF2007-02PURCHASE2015-04$23$17$6
AMERICAN SM CP WRLD FD A2007-02PURCHASE2015-04$7,703$6,664$1,039
AMERICAN SMALL CAP WORLD2007-02PURCHASE2015-04$37$30$7
AMERN GRWO FD OF AMCA A2007-02PURCHASE2015-11$17,526$13,127$4,399
AMER CAP WRLD GRW & INC A2015-03PURCHASE2015-04$73$70$3
AMERICAN CAP INC BLDR A2014-12PURCHASE2015-02$141$143-$2
AMERICAN SM CP WRLD FD A2014-12PURCHASE2015-02$54$51$3
AMERN GROW FD AMCA A2014-12PURCHASE2015-02$69$64$5
AMERICAN CAP INC BLDR A2015-09PURCHASE2015-11$9$11-$2

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL WORLD GROWTH & INC.$122,321$126,622
AMERICAN CAPITAL INCOME BUILDER$186,387$176,372
AMERICAN CAPITAL SMALL WORLD$97,827$101,924
GROWTH FUND OF AMERICA$200,737$235,276

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$150$150

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$787Amt
Disbursements Charitable Prps$787DisbursementsCharitablePrpsAmt

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