BETA

CATHERINE R AND ANTHONY A CLIFTON FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
CATHERINE R AND ANTHONY A CLIFTON FOUNDATION (EIN 25-6716684)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-12
IRS object ID
201501329349100120
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)
Return2015-05-12T12:11:51-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET STREET SUITE 700AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256716684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Catherine R and Anthony A CliftonBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% THE CLIFTON FOUNDATIONInCareOfNm
Business Name ControlCATHBusinessNameControlTxt
Phone2155637400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 66AddressLine1Txt
Address Line2SuiteAddressLine2Txt
CityGladwyneCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHERINE CLIFTONPersonNm
Person TitleMANAGING MEMBERPersonTitleTxt
Phone2157018890PhoneNum
Signature2015-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S JACKSONPreparerPersonNm
PTINP00236684PTIN
Phone2157018890PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,137,101FMVAssetsEOYAmt
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$33,290DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,290DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$286,038NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$499,946GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$488,692CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$355OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$319,683TotalRevAndExpnssAmt
Total Net Invst Incm$521,982TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$51,118LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$51,118LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,050AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,050AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$925TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$54,143TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,050TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$52,168TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$217,651ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$217,651ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$271,794TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,050TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$269,819TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$47,889ExcessRevenueOverExpensesAmt
Net Investment Income$520,932NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$226,381CashBOYAmt
Cash EOY$483,727CashEOYAmt
Cash EOYFMV$483,727CashEOYFMVAmt
Corporate Stock BOY$1,177,929CorporateStockBOYAmt
Corporate Stock EOY$963,176CorporateStockEOYAmt
Corporate Stock EOYFMV$1,543,145CorporateStockEOYFMVAmt
Corporate Bonds BOY$107,807CorporateBondsBOYAmt
Corporate Bonds EOY$113,103CorporateBondsEOYAmt
Corporate Bonds EOYFMV$110,229CorporateBondsEOYFMVAmt
Total Assets BOY$1,512,117TotalAssetsBOYAmt
Total Assets EOY$1,560,006TotalAssetsEOYAmt
Total Assets EOYFMV$2,137,101TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,512,117RetainedEarningBOYAmt
Retained Earning EOY$1,560,006RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,512,117TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,560,006TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,512,117TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,560,006TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,512,117TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$47,889ExcessRevenueOverExpensesAmt
Subtotal$1,560,006SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,560,006TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
COMCAST CP NEW CL A SPL CLASS A SPL NON-VOTING2002-11-192014-09-10$499,946$12,099$487,847$487,847
CAPITAL GAIN DIVIDENDS$845P
FieldValueIRS element (for citing)
Capital Gain Net Income$488,692CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$96,045AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,841,523NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052155DistributionYr1Rt
Adjusted Qlfy Distri Yr2$68,925AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$734,272NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.093868DistributionYr2Rt
Adjusted Qlfy Distri Yr3$310,745AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$568,355NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.546745DistributionYr3Rt
Adjusted Qlfy Distri Yr4$359,515AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$722,559NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.497558DistributionYr4Rt
Adjusted Qlfy Distri Yr5$298,290AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$693,977NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.429827DistributionYr5Rt
Total Distribution1.620153TotalDistributionRt
Average Distribution0.324031AverageDistributionRt
Net Vl Noncharitable Assets$2,089,987NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$677,221AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,209NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$682,430AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$269,819QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,419InvestmentIncomeExciseTaxAmt
Subtotal$10,419SubtotalAmt
Tax Based On Investment Income$10,419TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$725EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$725TotalPaymentsAndCreditsAmt
Tax Due$9,694TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
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 StatePAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE CLIFTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2155637400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11617 JF KENNEDY BLVD 1220AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Anthony Clifton
PO Box 66GladwynePA19035Officer0.5$0$0$0
Catherine Clifton
PO Box 66GladwynePA19035Officer0.5$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,851,215AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$270,599AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,121,814TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,121,814AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,827CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,089,987NetVlNoncharitableAssetsAmt
Minimum Investment Return$104,499MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$104,499MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,419TaxBasedOnInvestmentIncomeAmt
Total Tax$10,419TotalTaxAmt
Distributable Before Adj$94,080DistributableBeforeAdjAmt
Distributable Before Ded$94,080DistributableBeforeDedAmt
Distributable As Adjusted$94,080DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$269,819ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$269,819QualifyingDistributionsAmt
Adjusted Qualifying Distri$269,819AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,080DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$263,692ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$326,973ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$282,639ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$38,535ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,544ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$916,383TotalExcessDistributionCyovAmt
Qualifying Distributions$269,819QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$94,080AppliedToCurrentYearAmt
Remaining Distri From Corpus$175,739RemainingDistriFromCorpusAmt
Total Corpus$1,092,122TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$263,692ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$828,430ExcessDistriCyovToNextYrAmt
Excess From Year4$326,973ExcessFromYear4Amt
Excess From Year3$282,639ExcessFromYear3Amt
Excess From Year2$38,535ExcessFromYear2Amt
Excess From Year1$4,544ExcessFromYear1Amt
Excess From Current Year$175,739ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANTHONY CLIFTONContributingManagerNm
Contributing ManagerCATHERINE R CLIFTONContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See Statement ABusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 66AddressLine1Txt
CityGladwyneCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19035ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeTo help fund the operational budgets of the various charitable organizationsGrantOrContributionPurposeTxt
Amt$217,651Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$217,651TotalGrantOrContriPdDurYrAmt

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$33,290ExclusionAmt
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$286,038ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
2013 FEDERAL TAX OVERPAYMENT01$125
CHARLES SCHWAB NONDIVIDEND DISTRIBUTION01$230

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$319,683ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$319,683TotalIncomeProducingActyAmt

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)
CategoryGRANT THORNTON TAX FEESCategoryTxt
Amt$2,100Amt
Net Investment Income$1,050NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,050DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPIMCO TOTAL RETURN FUNDBondNm
EOY Book Value$113,103EOYBookValueAmt
EOYFMV$110,229EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMCASTStockNm
EOY Book Value$963,176EOYBookValueAmt
EOYFMV$1,543,145EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL FEES-DUANE MORRIS$6,766$6,766
LEGAL FEES-COZEN O'CONNOR$44,352$44,352

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
FEDERAL OVERPAYMENT FROM 2013$125
Charles Schwab nondividend distributions$230

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
2013 FEDERAL EXTENSION PMT$200
2014 FEDERAL ESTIMATED TAX$600
2013 FED OVERPAYMENT APPLIED$125

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.