BETA

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

View the entire original 990 at ProPublica ↗

Organization
GROSS FAMILY FOUNDATION INC (EIN 47-0737162)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-17
IRS object ID
201512299349100706
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)
Return2015-08-17T08:05:03-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911829375PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERGER AND O'TOOLE CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 S 75TH ST SUITE 200AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470737162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GROSS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGROSBusinessNameControlTxt
Phone9704763876PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 985AddressLine1Txt
CityVAILCityNm
State AbbreviationCOStateAbbreviationCd
ZIP816580985ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID H GROSSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9704763876PhoneNum
Signature2015-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT H BERGER CPAPreparerPersonNm
PTINP00340049PTIN
Phone4025511919PhoneNum
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$1,000,456FMVAssetsEOYAmt
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$9,317DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,317DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$55,217NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$83,148GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$55,217CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$64,534TotalRevAndExpnssAmt
Total Net Invst Incm$64,534TotalNetInvstIncmAmt
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$4,567AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,567AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$322OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$322OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$665TaxesRevAndExpnssAmt
Taxes Net Invst Incm$665TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,554TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,554TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,540ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,540ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,094TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,554TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$49,540TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,440ExcessRevenueOverExpensesAmt
Net Investment Income$58,980NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,770CashBOYAmt
Cash EOY$5,179CashEOYAmt
Cash EOYFMV$5,179CashEOYFMVAmt
Corporate Stock BOY$7,762CorporateStockBOYAmt
Corporate Stock EOY$7,762CorporateStockEOYAmt
Corporate Stock EOYFMV$7,701CorporateStockEOYFMVAmt
Corporate Bonds BOY$48,156CorporateBondsBOYAmt
Corporate Bonds EOY$32,704CorporateBondsEOYAmt
Corporate Bonds EOYFMV$37,283CorporateBondsEOYFMVAmt
Other Investments BOY$475,290OtherInvestmentsBOYAmt
Other Investments EOY$500,773OtherInvestmentsEOYAmt
Other Investments EOYFMV$950,293OtherInvestmentsEOYFMVAmt
Total Assets BOY$536,978TotalAssetsBOYAmt
Total Assets EOY$546,418TotalAssetsEOYAmt
Total Assets EOYFMV$1,000,456TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$699,531CapitalStockBOYAmt
Capital Stock EOY$699,531CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$162,553RetainedEarningBOYAmt
Retained Earning EOY-$153,113RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$536,978TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$546,418TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$536,978TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$546,418TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$536,978TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,440ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$546,418SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$546,418TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
715.028 SH BRIDGES INVESTMENT FUNDP1960-01-012014-12-15$34,400$12,479$21,921$21,921
15,000 NATIONSBANK CORPORATION SUBORDINATED NOTESP1999-11-242014-12-12$15,629$15,452$177$177
CAPITAL GAINS DIVIDENDSP$33,119$33,119$33,119
FieldValueIRS element (for citing)
Capital Gain Net Income$55,217CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$49,245AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$857,402NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057435DistributionYr1Rt
Adjusted Qlfy Distri Yr2$22,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$776,618NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.028650DistributionYr2Rt
Adjusted Qlfy Distri Yr3$54,181AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$748,377NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.072398DistributionYr3Rt
Adjusted Qlfy Distri Yr4$500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$694,981NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000719DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,550AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$598,465NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042693DistributionYr5Rt
Total Distribution0.201895TotalDistributionRt
Average Distribution0.040379AverageDistributionRt
Net Vl Noncharitable Assets$991,312NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$40,028AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$590NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$40,618AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$49,540QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$590InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$590SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$590TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$520EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$700AppliedToEsTaxAmt
Total Payments And Credits$1,220TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$630OverpaymentAmt
Applied To ES Tax$630AppliedToESTaxAmt
Refund$0RefundAmt

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 StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
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 BooksDAVID H GROSSIndividualWithBooksNm
Phone9704763876PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 985AddressLine1Txt
CityVAILCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81658ZIPCd
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
DAVID H GROSS
PO BOX 985VAILCO81658PRESIDENT0.00$0$0$0
PAMELA J KAHN GROSS
PO BOX 985VAILCO81658SECRETARY0.00$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$1,001,560AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,848AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,006,408TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,006,408AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,096CashDeemedCharitableAmt
Net Vl Noncharitable Assets$991,312NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,566MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,566MinimumInvestmentReturnAmt
Tax Based On Investment Income$590TaxBasedOnInvestmentIncomeAmt
Total Tax$590TotalTaxAmt
Distributable Before Adj$48,976DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,976DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,976DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,540ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$49,540QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$590PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$48,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,976DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$172ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$7,385ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,557TotalExcessDistributionCyovAmt
Qualifying Distributions$49,540QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,976AppliedToCurrentYearAmt
Remaining Distri From Corpus$564RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,121TotalCorpusAmt
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$8,121ExcessDistriCyovToNextYrAmt
Excess From Year3$172ExcessFromYear3Amt
Excess From Year1$7,385ExcessFromYear1Amt
Excess From Current Year$564ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID H GROSSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETTY FORD ALPINE GARDENS
183 GORE CREEK DRIVEVAILCO81657NONE501(C)(3)ANNUAL CAMPAIGN$20,525
COLORADO PUBLIC RADIO
7409 S ALTON CTCENTENNIALCO80112NONE501(C)(3)ANNUAL APPEAL$500
JEWISH RESOURCE CENTER CHABAD OF VAIL
1000 LIONS RIDGE LOOPVAILCO81658NONE501(C)(3)GENERAL FUND$20,000
NEBRASKA STATEWIDE ARBORETUM INC
PO BOX 830964LINCOLNNE685830964NONE501(C)(3)ANNUAL APPEAL$500
ROCKY MOUNTAIN PBS
1089 BANNOCK STREETDENVERCO80204NONE501(C)(3)ANNUAL APPEAL$500
SALVATION ARMY
PO BOX 2183EDWARDSCO81632NONE501(C)(3)ANNUAL APPEAL$500
VAIL VALLEY FOUNDATION
PO BOX 309VAILCO81658NONE501(C)(3)GENERAL FUND$4,515
WESTERN SLOPE FOODBANK
734 SCARLET DRIVEGRAND JUNCTIONCO815059430NONE501(C)(3)ANNUAL APPEAL$2,000
WILDERNESS WORKSHOP
PO BOX 1442CARBONDALECO81623NONE501(C)(3)ANNUAL APPEAL$250
FRIENDS OF VAIL MOUNTAIN RESCUE
PO BOX 1094EDWARDSCO81632NONE501(C)(3)ANNUAL APPEAL$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,540TotalGrantOrContriPdDurYrAmt
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$9,317ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$55,217ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$64,534ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,534TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,567Amt
Net Investment Income$4,567NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NATIONSBANK CORPORATION$0$0
CAPITAL CITIES ABC, INC$15,900$20,093
TIME WARNER INC$16,804$17,190

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockKIMCO REALTY CORPStockNm
EOY Book Value$7,762EOYBookValueAmt
EOYFMV$7,701EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBRIDGES INVESTMENT FUND, INCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$500,773BookValueAmt
EOYFMV$950,293EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$322Amt
Net Investment Income$322NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$665Amt
Net Investment Income$665NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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