THE ALLISON LEE CONDIT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE ALLISON LEE CONDIT FOUNDATION (EIN 77-0549288)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201511349349103071
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T15:42:10-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271264977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECKLEY LOMBARDI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 S BASCOM AVE STE 3118 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951283538 | 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 | 770549288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALLISON LEE CONDIT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 8314761011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LANE | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950032738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS CONDIT | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8314761011 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAURICE J ECKLEY JR | PreparerPersonNm |
| PTIN | P00162376 | PTIN |
| Phone | 4089982180 | PhoneNum |
| Preparation | 2015-05-05 | 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 | $205,442 | 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 | $10,070 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,068 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,068 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,068 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,226 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,746 | GrossSalesPriceAmt |
| Total Rev And Expnss | $8,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,068 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,068 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $76 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,068 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,068 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,140 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,638 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $90,930 | CorporateStockBOYAmt |
| Corporate Stock EOY | $91,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $187,804 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $103,070 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $205,442 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $103,070 | RetainedEarningBOYAmt |
| Retained Earning EOY | $108,666 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,070 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,596 | ExcessRevenueOverExpensesAmt |
| Subtotal | $108,666 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $108,666 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $146,425 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051221 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $130,077 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.011532 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $117,763 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,964 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $112,266 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.124383 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,107 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $98,522 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031536 | DistributionYr5Rt |
| Total Distribution | 0.244147 | TotalDistributionRt |
| Average Distribution | 0.048829 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $180,512 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,814 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,865 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,090 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $101 | SubtotalAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $101 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | ROSS CONDIT | IndividualWithBooksNm |
| Phone | 8314761011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LN | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95003 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS CONDIT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LANE | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950032738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $168,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,889 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $183,261 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $183,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,749 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $180,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101 | TotalTaxAmt |
| Distributable Before Adj | $8,925 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,925 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,925 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,090 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,090 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,090 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,925 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,975 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,975 | AppliedToYear1Amt |
| Applied To Current Year | $115 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $8,810 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSS CONDIT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LN | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950032738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8314761011 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST; IRS QUALIFICATION LTR; PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 90 DAYS PRIOR TO NEEDS | SubmissionDeadlinesTxt |
| Restrictions On Awards | HANDICAPPED CHILDREN & ADULTS NEEDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WATCH RESOURCES INC | |||||||
| PO BOX 7 | STANDARD | CA | 95373 | NONE | 501(C)(3) | HANDICAP CHILDREN | $1,850 |
| CABRILLO COLLEGE FOUNDATION | |||||||
| 6500 SOQUEL DRIVE | APTOS | CA | 95003 | NONE | 501(C)(3) | STROKE CENTER | $240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,090 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,068 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,226 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,068 | ExclusionAmt |
| Related Or Exempt Function Incm | -$6,226 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,158 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SALES OF STOCK | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROSS SUSAN CONDIT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LANE | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,070 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 250 SHARES OF SYSCO CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $10,070 | FairMarketValueAmt |
| Received | 2014-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,150 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | BANK OF AMERICA CORP | AssetDesc |
| Acquired | 2005-10 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2014-01 | SoldDt |
| Gross Sales Price | $3,746 | GrossSalesPriceAmt |
| Basis | $9,972 | BasisAmt |
| Total Net | -$6,226 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $91,028 | EOYBookValueAmt |
| EOYFMV | $187,804 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS SUSAN CONDIT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 DEBERNARDO LN | AddressLine1Txt |
| City | APTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950032738 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $76 | Amt |
Comments