BETA

MANNIX CANBY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MANNIX CANBY FOUNDATION (EIN 91-1780178)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-07
IRS object ID
201501279349101650
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-07T13:59:19-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KING & OLIASON PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1514 SECOND AVE WESTAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981193928ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911780178EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MANNIX CANBY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KING & OLIASON PLLCInCareOfNm
Business Name ControlMANNBusinessNameControlTxt
Phone2063295859PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11141 37TH AVENUE EASTAddressLine1Txt
Address Line2SuiteAddressLine2Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98112ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCALEB CANBYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2063295859PhoneNum
Signature2015-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONITA M PITTISPreparerPersonNm
PTINP00286017PTIN
Phone2063295859PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$944,516FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$26,268DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,268DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$48,494NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$150,893GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$48,494CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$74,762TotalRevAndExpnssAmt
Total Net Invst Incm$74,762TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,136AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,068AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,068AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$225OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$225OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$184TaxesRevAndExpnssAmt
Taxes Net Invst Incm$184TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$160OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$160OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,705TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,252TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,453TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$102,705TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,252TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$101,453TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,943ExcessRevenueOverExpensesAmt
Net Investment Income$73,510NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,538SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY-$26SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV-$26SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$685,894CorporateStockBOYAmt
Corporate Stock EOY$665,392CorporateStockEOYAmt
Corporate Stock EOYFMV$944,196CorporateStockEOYFMVAmt
Other Assets BOY$223OtherAssetsBOYAmt
Other Assets EOY$346OtherAssetsEOYAmt
Other Assets EOYFMV$346OtherAssetsEOYFMVAmt
Total Assets BOY$693,655TotalAssetsBOYAmt
Total Assets EOY$665,712TotalAssetsEOYAmt
Total Assets EOYFMV$944,516TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$693,655CapitalStockBOYAmt
Capital Stock EOY$665,712CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$693,655TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$665,712TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$693,655TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$665,712TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$693,655TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,943ExcessRevenueOverExpensesAmt
Subtotal$665,712SubtotalAmt
Tot Net Ast Or Fund Balances EOY$665,712TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$577$506$71$71
PUBLICLY TRADED SECURITIESP$150,316$101,893$48,423$48,423
FieldValueIRS element (for citing)
Capital Gain Net Income$48,494CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$101,804AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$929,986NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.109468DistributionYr1Rt
Adjusted Qlfy Distri Yr2$76,803AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$880,223NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.087254DistributionYr2Rt
Adjusted Qlfy Distri Yr3$66,871AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$866,211NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.077199DistributionYr3Rt
Adjusted Qlfy Distri Yr4$58,590AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$845,818NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06927DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,130AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$762,946NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.065706DistributionYr5Rt
Total Distribution0.408897TotalDistributionRt
Average Distribution0.081779AverageDistributionRt
Net Vl Noncharitable Assets$965,118NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$78,926AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$735NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$79,661AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$101,453QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$735InvestmentIncomeExciseTaxAmt
Subtotal$735SubtotalAmt
Tax Based On Investment Income$735TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$394EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$394TotalPaymentsAndCreditsAmt
Tax Due$341TaxDueAmt

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 StateWAOrgReportOrRegisterStateCd
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 AddressWWW.MANNIXCANBY.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KING & OLIASON PLLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2062857242PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1514 2ND AVENUE WESTAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981193928ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CALEB L CANBY
1141 37TH AVENUE EASTSEATTLEWA98112V.P./SEC5.0$0$0$0
THERESA MANNIX
1141 37TH AVENUE EASTSEATTLEWA98112PRES/TREAS5.0$0$0$0
BEATA M CANBY
1141 37TH AVENUE EASTSEATTLEWA98112BOARD MEMBER5.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$954,032AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,783AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$979,815TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$979,815AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,697CashDeemedCharitableAmt
Net Vl Noncharitable Assets$965,118NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,256MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,256MinimumInvestmentReturnAmt
Tax Based On Investment Income$735TaxBasedOnInvestmentIncomeAmt
Total Tax$735TotalTaxAmt
Distributable Before Adj$47,521DistributableBeforeAdjAmt
Distributable Before Ded$47,521DistributableBeforeDedAmt
Distributable As Adjusted$47,521DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$101,453ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$101,453QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$735PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$100,718AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,521DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,438ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$58,590ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$66,871ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,278ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,005ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$228,182TotalExcessDistributionCyovAmt
Qualifying Distributions$101,453QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$47,521AppliedToCurrentYearAmt
Remaining Distri From Corpus$53,932RemainingDistriFromCorpusAmt
Total Corpus$282,114TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$12,438ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$269,676ExcessDistriCyovToNextYrAmt
Excess From Year4$58,590ExcessFromYear4Amt
Excess From Year3$66,871ExcessFromYear3Amt
Excess From Year2$34,278ExcessFromYear2Amt
Excess From Year1$56,005ExcessFromYear1Amt
Excess From Current Year$53,932ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHERESA MANNIX AND CALEB L CANBYContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMANNIX CANBY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11141 37TH AVENUE EASTAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98112ZIPCd
FieldValueIRS element (for citing)
Recipient Email Addressinfo@mannixcanby.orgRecipientEmailAddressTxt
Form And Info And MaterialsREFER TO THE WEBSITEFormAndInfoAndMaterialsTxt
Submission DeadlinesREFER TO THE WEBSITESubmissionDeadlinesTxt
Restrictions On AwardsREFER TO THE WEBSITERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
COCOON HOUSE
2929 PINE STREETEVERETTWA98201N/APCHEALTH AND HUMAN SERVICES$5,000
COLLEGE ACCESS NOW
PO BOX 22999SEATTLEWA981220999N/APCEDUCATION$10,000
GARDEN RAISED BOUNTY
2016 ELLIOTT AVE NWOLYMPIAWA98502N/APCHEALTH AND HUMAN SERVICES$10,000
PEACE COMMUNITY CENTER - HILLTOP SCHOLARS
2106 S CUSHMAN AVENUETACOMAWA98405N/APCEDUCATION$10,000
SEATTLE ARTS AND LECTURES - WRITERS IN THE SCHOOLS
105 S MAIN ST 201SEATTLEWA98104N/APCEDUCATION$7,500
SEATTLE EDUCATION ACCESS - COLLEGE SUCCESS PROGRAM
1406 NE 50TH STREET 202SEATTLEWA98105N/APCEDUCATION$12,000
TRINITY PRESBYTERIAN CHURCH
1615 6th AveTACOMAWA98405N/APCEDUCATION$10,000
ZENO
1404 EAST YESLER WAYSEATTLEWA98122N/APCEDUCATION$7,500SUITE 204
FRIENDS OF THE CHILDREN OF KING COUNTY
PO BOX 22801SEATTLEWA981220801N/APCHEALTH AND HUMAN SERVICES$5,000
SAFE FUTURES YOUTH CENTER
6337 35TH AVE SWSEATTLEWA98126N/APCHEALTH AND HUMAN SERVICES$5,000
CATHOLIC COMMUNITY SERVICES-YOUTH TUTORING PROGRAM
100 23RD AVE SOUTHSEATTLEWA981442302N/APCEDUCATION$5,000
EASTSIDE ACADEMY
9900 WILLOWS RD NEREDMONDWA98052N/APCEDUCATION$5,000
SEATTLE AQUARIUM SOCIETY-CITIZEN SCIENCE PROGRAM
1483 ALASKAN WAYSEATTLEWA98101N/APCEDUCATION$3,000PIER 59
TACOMA COMMUNITY HOUSE-READ 2 ME PROGRAM
1314 SOUTH L STREETTACOMAWA98415N/APCEDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,268ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$48,494ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$74,762ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,762TotalIncomeProducingActyAmt

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)
CategoryKING & OLIASON PLLCCategoryTxt
Amt$2,136Amt
Net Investment Income$1,068NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,068DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO INVESTMENT ACCOUNTStockNm
EOY Book Value$665,392EOYBookValueAmt
EOYFMV$944,196EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$223BOYBookValueAmt
EOY Book Value$346EOYBookValueAmt
EOYFMV$346EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER TAXES & LICENSE$25$25
OFFICE EXPENSE$78$78
MISCELLANEOUS EXPENSES$57$57

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$225Amt
Disbursements Charitable Prps$225DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$184Amt
Net Investment Income$184NetInvestmentIncomeAmt

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