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ANASTOS FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ANASTOS FAMILY FOUNDATION INC (EIN 04-3564287)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-06
IRS object ID
201510969349100306
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)
Return2015-04-06T10:42:16-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204071715PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERTELETTI DESROCHERS & FUERST PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line124 NEW ENGLAND EXEC PK STE 240AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01803ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043564287EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANASTOS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANASBusinessNameControlTxt
Phone7813414981PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 JAMES MASSEY LANEAddressLine1Txt
CitySTOUGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02072ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN ANASTOSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6176202842PhoneNum
Signature2015-04-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID BERTELETTI CPAPreparerPersonNm
PTINP00157915PTIN
Phone7813283200PhoneNum
Preparation2015-04-01PreparationDt
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$57,030FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,240DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,240DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,090NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,291GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,090CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,331TotalRevAndExpnssAmt
Total Net Invst Incm$2,331TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$217OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$967TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,667TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,336ExcessRevenueOverExpensesAmt
Net Investment Income$2,331NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,885SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,750SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,750SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$50,855CorporateStockBOYAmt
Corporate Stock EOY$37,654CorporateStockEOYAmt
Corporate Stock EOYFMV$51,280CorporateStockEOYFMVAmt
Total Assets BOY$54,740TotalAssetsBOYAmt
Total Assets EOY$43,404TotalAssetsEOYAmt
Total Assets EOYFMV$57,030TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$54,740RetainedEarningBOYAmt
Retained Earning EOY$43,404RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$54,740TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$43,404TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$54,740TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$43,404TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$54,740TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,336ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$43,404SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$43,404TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFORDPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$14,291GrossSalesPriceAmt
Cost Or Other Basis$13,201CostOrOtherBasisAmt
Gain Or Loss$1,090GainOrLossAmt
Gains Minus Excess Or Losses$1,090GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,090CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,322AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$72,128NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.212428DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,491AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$71,586NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.132582DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,750AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$64,741NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.027031DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,488AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$23,595NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.105446DistributionYr4Rt
Adjusted Qlfy Distri Yr5$997AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$18,935NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052654DistributionYr5Rt
Total Distribution0.530141TotalDistributionRt
Average Distribution0.106028AverageDistributionRt
Net Vl Noncharitable Assets$60,536NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,419AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$23NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,442AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$23InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$23SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$23TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHEIDEE A ANASTOSIndividualWithBooksNm
Phone6176202842PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130 JAMES MASSEY LANEAddressLine1Txt
CitySTOUGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02072ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
HEIDEE A ANASTOS
30 JAMES MASSEY LANESTOUGHTONMA02072PRESIDENT, DIRECTOR1.00$0$0$0
STEPHEN G ANASTOS
30 JAMES MASSEY LANESTOUGHTONMA02072TREASURER, CLERK, DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$56,641AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,817AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$61,458TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$61,458AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$922CashDeemedCharitableAmt
Net Vl Noncharitable Assets$60,536NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,027MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,027MinimumInvestmentReturnAmt
Tax Based On Investment Income$23TaxBasedOnInvestmentIncomeAmt
Total Tax$23TotalTaxAmt
Distributable Before Adj$3,004DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,004DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,004DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$23PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$12,677AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,004DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$56ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,312ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$5,930ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,072ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,370TotalExcessDistributionCyovAmt
Qualifying Distributions$12,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,004AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,696RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$29,066TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$56ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$29,010ExcessDistriCyovToNextYrAmt
Excess From Year4$1,312ExcessFromYear4Amt
Excess From Year2$5,930ExcessFromYear2Amt
Excess From Year1$12,072ExcessFromYear1Amt
Excess From Current Year$9,696ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2000-12-20PrivateOperatingFndtnRulingDt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN G ANASTOSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHEIDEE A ANASTOSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line130 JAMES MASSEY LANEAddressLine1Txt
CitySTOUGHTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02072ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6176202842RecipientPhoneNum
Form And Info And MaterialsIN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DEDHAM COUNTRY DAY SCHOOLBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line190 SANDY VALLEY ROADAddressLine1Txt
CityDEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02026ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONALGrantOrContributionPurposeTxt
Amt$12,700Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,240ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,090RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,241ExclusionAmt
Related Or Exempt Function Incm$1,090RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,331TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENTS
3INVESTMENTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBERTELETTI DESROCHERS & FUERST PCCategoryTxt
Amt$750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA$24,453$35,780
FORD$13,201$15,500

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEES & TAXESDesc
Revenue And Expenses Per Books$217RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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