BETA

MARK & MARY PETERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MARK & MARY PETERSON FAMILY FOUNDATION INC (EIN 27-1561402)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-15
IRS object ID
201511359349102321
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)
Return2015-05-15T14:46:36-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391731751PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GERALD C CONDON JR AND ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 SO WASHINGTON ST STE 301AddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP543014200ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271561402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARK & MARY PETERSON FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARKBusinessNameControlTxt
Phone9205449384PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 COUNTRY CLUB ROADAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54313ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK PETERSONPersonNm
Person TitleVICE-PRESIDENTPersonTitleTxt
Phone9205449384PhoneNum
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERALD C CONDON JRPreparerPersonNm
PTINP00229044PTIN
Phone9204326466PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$516,241FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10,809DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,705DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,599NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$95,544GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,599CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,408TotalRevAndExpnssAmt
Total Net Invst Incm$23,304TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$392TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,997OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,991OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,589TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,991TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,989TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,991TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,581ExcessRevenueOverExpensesAmt
Net Investment Income$20,313NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,957SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,941SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,941SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$445,882CorporateStockBOYAmt
Corporate Stock EOY$437,234CorporateStockEOYAmt
Corporate Stock EOYFMV$512,047CorporateStockEOYFMVAmt
Other Assets BOY$169OtherAssetsBOYAmt
Other Assets EOY$253OtherAssetsEOYAmt
Other Assets EOYFMV$253OtherAssetsEOYFMVAmt
Total Assets BOY$450,008TotalAssetsBOYAmt
Total Assets EOY$441,428TotalAssetsEOYAmt
Total Assets EOYFMV$516,241TotalAssetsEOYFMVAmt
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$450,008RetainedEarningBOYAmt
Retained Earning EOY$441,428RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$450,008TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$441,428TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$450,008TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$441,428TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$450,008TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,581ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$441,428SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$441,428TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHEDULE 1 - MORGAN STANLEY #7542P2014-01-012014-12-31$2,344$2,338$6$6
SCHEDULE 2 - MORGAN STANLEY #7542P2010-01-012014-12-31$5,083$5,297-$214-$214
SCHEDULE 3 - MORGAN STANLEY #7542P2010-01-012014-12-31$72,993$75,310-$2,317-$2,317
CAPITAL GAINS DIVIDENDSP$15,124$15,124$15,124
FieldValueIRS element (for citing)
Capital Gain Net Income$12,599CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,245AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$511,138NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049390DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,360AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$492,175NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053558DistributionYr2Rt
Adjusted Qlfy Distri Yr3$23,793AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$502,903NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047311DistributionYr3Rt
Adjusted Qlfy Distri Yr4$23,145AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$488,612NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047369DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$492,500NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.197628TotalDistributionRt
Average Distribution0.039526AverageDistributionRt
Net Vl Noncharitable Assets$528,752NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,899AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$203NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$21,102AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$27,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$203InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$203SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$203TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$203TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
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 BooksMARK PETERSONIndividualWithBooksNm
Phone9205449384PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 COUNTRY CLUB RDAddressLine1Txt
CityGREEN BAYCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54313ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK PETERSON
100 COUNTRY CLUB ROADGREEN BAYWI54313TREASURER/VICE PRESIDENT0.00$0$0$0
MARY PETERSON
100 COUNTRY CLUB ROADGREEN BAYWI54313PRESIDENT0.00$0$0$0
BRAD PETERSON
100 COUNTRY CLUB ROADGREEN BAYWI54313SECRETARY0.00$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)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$532,453AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,351AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$536,804TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$536,804AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,052CashDeemedCharitableAmt
Net Vl Noncharitable Assets$528,752NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,438MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,438MinimumInvestmentReturnAmt
Tax Based On Investment Income$203TaxBasedOnInvestmentIncomeAmt
Total Tax$203TotalTaxAmt
Distributable Before Adj$26,235DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,235DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,235DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$27,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$203PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,197AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,235DistributableAsAdjustedAmt
Undistributed Income PY$59UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$27,400QualifyingDistributionsAmt
Applied To Year1$59AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,235AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,106RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,106TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,106ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,106ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASA OF BROWN COUNTY INC
414 E WALNUT STREET STE 281GREEN BAYWI54301NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$500
MUSCULAR DYSTROPHY ASSOCIATION
3300 EAST SUNRISE DRIVETUCSONAZ85718NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$100
GREEN BAY POLICE BENEVOLENT ASSOCIATION
PO BOX 671GREEN BAYWI54305NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$100
BOYS AND GIRLS CLUB OF GREEN BAY
311 SOUTH ONEIDA STREETGREEN BAYWI54303NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$500
BOYS SCOUTS OF AMERICA - BAY LAKES COUNCIL
PO BOX 267APPLETONWI54912NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$500
FRIENDS OF ST VINCENTST MARY'S
PO BOX 13508GREEN BAYWI54307NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$200
CEREBRAL PALSY INC
2801 SO WEBSTER AVENUEGREEN BAYWI54301NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$500
FAMILY SERVICES
300 CROOKS STREETGREEN BAYWI54305NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$1,000
GREATER GREEN BAY YMCA STRONG KIDS CAMPAIGN
380 BROADVIEW DRIVEGREEN BAYWI54301NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$2,000
HOWE NEIGHBORHOOD FAMILY RESOURCE
526 SOUTH MONROE AVENUEGREEN BAYWI54301NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$500
NWTC EDUCATIONAL FOUNDATION
PO BOX 19042GREEN BAYWI54307NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$3,000
PAUL'S PANTRY
1529 LEO FRIGO WAYGREEN BAYWI54302NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$1,000
SALVATION ARMY OF BROWN COUNTY
626 UNION COURTGREEN BAYWI54303NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$500
ST JOHN THE BAPTIST PARISH
2597 GLENDALE AVENUEGREEN BAYWI54313NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$1,500
ST JOHN THE EVANGELIST HOMELESS SHELTER
PO BOX 1743GREEN BAYWI54305NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$500
UNITED WAY OF BROWN COUNTY
PO BOX 1593GREEN BAYWI54305NONEPUBLIC CHARITYSUPPORT CHARITABLE ACTIVITY$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,809ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,599ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,408ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,408TotalIncomeProducingActyAmt

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)
CategoryGERALD C. CONDON, JRCategoryTxt
Amt$1,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MORGAN STANLEY SB EQUITY FUND$46,172$86,547
MORGAN STANLEY SB MUTUAL FUND$391,062$425,500

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INCOMEDesc
BOY Book Value$169BOYBookValueAmt
EOY Book Value$253EOYBookValueAmt
EOYFMV$253EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REPORT$10$0$0
MORGAN STANLEY SB FEE$2,991$2,991$0
LATE PAYMENT INTEREST$3$0$0
BANK SERVICE FEES-$9$0$0
POSTAGE$2$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDING ADJUSTMENTDesc
Amt$1Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2013 EXCISE TAX$180$0$0
FOREIGN TAX WITHHELD #7542$212$0$0

Comments

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