MOORE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MOORE FAMILY FOUNDATION (EIN 58-6470889)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-13
- IRS object ID
- 201501039349100415
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-13T12:45:45-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581794921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HLM ACCOUNTING & TAX INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CLAIREMONT AVE STE 360 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300302501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586470889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOOR | BusinessNameControlTxt |
| Phone | 4043238778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1668 DYSON DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELVIN K MOORE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4043238778 | PhoneNum |
| Signature | 2015-04-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN PASQUALETTI EA | PreparerPersonNm |
| PTIN | P00049658 | PTIN |
| Phone | 4048361120 | PhoneNum |
| Preparation | 2015-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $117,427 | 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 | $25,245 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,557 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,557 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,689 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,276 | GrossSalesPriceAmt |
| Total Rev And Expnss | $47,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,557 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,557 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,955 | OtherProfFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,557 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,557 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,465 | CashBOYAmt |
| Cash EOY | $87,678 | CashEOYAmt |
| Cash EOYFMV | $117,427 | CashEOYFMVAmt |
| Corporate Stock BOY | $133,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $117,427 | CorporateStockEOYAmt |
| Total Assets BOY | $180,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $205,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,427 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $180,068 | UnrestrictedBOYAmt |
| Unrestricted EOY | $205,105 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $180,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $205,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $180,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $205,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $180,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,451 | OtherIncreasesAmt |
| Subtotal | $205,105 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $205,105 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $177,367 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037493 | DistributionYr1Rt |
| Total Distribution | 0.037493 | TotalDistributionRt |
| Average Distribution | 0.037493 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $158,048 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,926 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,950 | 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 | $16 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16 | SubtotalAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $16 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | LYNN PASQUALETTI EA | IndividualWithBooksNm |
| Phone | 4048361120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 CLAIREMONT AVENUE | AddressLine1Txt |
| Address Line2 | STE 360 | AddressLine2Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30030 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MELVIN K MOORE | ||||||||
| 1668 DYSON DRIVE NE | ATLANTA | GA | 30307 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ELLEN K MOORE | ||||||||
| 1668 DYSON DRIVE NE | ATLANTA | GA | 30307 | CO-TRUSTEE | 5.00 | $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 | $146,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,455 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $160,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $158,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16 | TotalTaxAmt |
| Distributable Before Adj | $7,886 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,886 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,886 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,934 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,886 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,172 | UndistributedIncomePYAmt |
| Qualifying Distributions | $29,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,172 | AppliedToYear1Amt |
| Applied To Current Year | $7,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,892 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,892 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $19,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $19,892 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A HAND UP ATLANTA | |||||||
| 343 JAMES P BRAWLEY DR NW | ATLANTA | GA | 30314 | 501C3 | UNRESTRICTED | $1,000 | |
| AMERICAN JEWISH WORLD SVS | |||||||
| 46 WEST 36TH ST | NEW YORK | NY | 10018 | 501C3 | UNRESTRICTED | $2,000 | |
| ATLANTA CHILDREN'S SHELETER | |||||||
| 607 PEACHTREE ST NE | ATLANTA | GA | 30308 | 501C3 | UNRESTRICTED | $1,000 | |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| PO BOX 105263 | ATLANTA | GA | 30348 | 501C3 | UNRESTRICTED | $1,000 | |
| ATLANTA SYMPHONY | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | 501C3 | UNRESTRICTED | $500 | |
| CARE | |||||||
| PO BOX 739 | MERRIEILD | VA | 22116 | 501C3 | UNRESTRICTED | $2,000 | |
| CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30308 | 501C3 | UNRESTRICTED | $500 | ONE COPENHILL |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGARSTOWN | MD | 217415030 | 501C3 | UNRESTRICTED | $2,000 | |
| EQUAL JUSTICE INSTITUTE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | 501C3 | UNRESTRICTED | $500 | |
| GULF REGION ADVOCACY CTR | |||||||
| 2307 UNION ST | HOUSTON | TX | 77007 | 501C3 | UNRESTRICTED | $1,000 | |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | 501C3 | UNRESTRICTED | $500 | |
| HUMAN RIGHTS WATCH | |||||||
| PO BOX 4803 | TOMS RIVER | NJ | 087549946 | 501C3 | UNRESTRICTED | $500 | |
| J STREET | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | 501C3 | UNRESTRICTED | $500 | |
| JEWISH FEDERATION OF GREATER ATL | |||||||
| 1440 SPRING ST NW | ATLANTA | GA | 30309 | 501C3 | UNRESTRICTED | $2,000 | |
| JF & CS | |||||||
| 4549 CHAMBLEE DUNWOODY RO | ATLANTA | GA | 30338 | 501C3 | UNRESTRICTED | $2,000 | |
| NATIONAL PARKS FOUNDATION | |||||||
| 1201 EYE STREET NW | WASHINGTON | DC | 20005 | 501C3 | UNRESTRICTED | $500 | SUITE 550 B |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 221161583 | 501C3 | UNRESTRICTED | $500 | |
| NATURAL RESOURCES DEFENSE | |||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | 501C3 | UNRESTRICTED | $500 | |
| NONVIOLENT PEACEFORCE | |||||||
| 425 OAK GROVE ST | MINNEAPOLIS | MN | 55403 | 501C3 | UNRESTRICTED | $500 | |
| OPEN DOOR | |||||||
| 910 PONCE DE LEON AVE NE | ATLANTA | GA | 30304 | 501C3 | UNRESTRICTED | $1,000 | |
| PARTNERS IN HEALTH | |||||||
| PO BOX 845578 | BOSTON | MA | 022845578 | 501C3 | UNRESTRICTED | $2,000 | |
| RED CROSS | |||||||
| PO BOX 23637 | SAN DIEGO | CA | 921933637 | 501C3 | UNRESTRICTED | $1,000 | |
| SOUTHERN CTR FOR HUMAN RIGHTS | |||||||
| 83 POPLAR ST NW | ATLANTA | GA | 30303 | 501C3 | UNRESTRICTED | $1,000 | |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | 501C3 | UNRESTRICTED | $2,000 | |
| UNITED WAY ATLANTA | |||||||
| 100 EDGEWOOD AVE 200 | ATLANTA | GA | 30303 | 501C3 | UNRESTRICTED | $2,000 | |
| UPLAND HILLS SCHOOL | |||||||
| 2575 INDIAN LAKE ROAD | OXFORD | MI | 48370 | 501C3 | UNRESTRICTED | $1,000 | |
| WESTERN NC ALLIANCE | |||||||
| 29 NORTH MARKET ST | ASHEVILLE | NC | 28801 | 501C3 | UNRESTRICTED | $200 | SUITE 610 |
| WORLD WILD LIFE FUND | |||||||
| PO BOX 97180 | WASHINGTON | DC | 200907180 | 501C3 | UNRESTRICTED | $500 | |
| ZOO ATLANTA | |||||||
| 800 CHEROKEE AVE | ATLANTA | GA | 30315 | 501C3 | UNRESTRICTED | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,557 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,689 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,246 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,246 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BRINKS | 2014-01 | PURCHASE | 2014-02 | $15,451 | $17,336 | -$1,885 |
| AT & T | 2012-08 | PURCHASE | 2014-01 | $16,681 | $18,636 | -$1,955 |
| MICHAEL KORS | 2013-08 | PURCHASE | 2014-12 | $7,746 | $7,340 | $406 |
| AMAZON | 2010-01 | PURCHASE | 2014-07 | $39,398 | $15,275 | $24,123 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WRP INVESTMENTS | StockNm |
| EOY Book Value | $117,427 | EOYBookValueAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET FLUCTUATION | Desc |
| Amt | $10,451 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| WRP - NSF MANAGEMENT FEE | $1,306 |
| STERNE AGEE MANAGEMENT FEE | $649 |
Comments