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THE ROBERT AND MARY FLACK FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND MARY FLACK FOUNDATION (EIN 25-6819784)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-18
IRS object ID
201521699349100007
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)
Return2015-06-18T11:14:59-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232939378PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUTCHINSON GILLAHAN & FREEH PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1415 W BROAD STREETAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18951ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256819784EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & MARY FLACK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12265 MILL HILL RDAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18951ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT W FLACKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2015-06-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG W GILLAHAN II CPAPreparerPersonNm
PTINP00251624PTIN
Phone2155381371PhoneNum
Preparation2015-06-18PreparationDt
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$92,544FMVAssetsEOYAmt
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$4,813DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,813DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$752NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,398GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,371CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,566TotalRevAndExpnssAmt
Total Net Invst Incm$6,185TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$755AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$59TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$814TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,014TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,448ExcessRevenueOverExpensesAmt
Net Investment Income$6,185NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,363SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,114SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,114SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$82,092CorporateStockBOYAmt
Corporate Stock EOY$73,893CorporateStockEOYAmt
Corporate Stock EOYFMV$77,430CorporateStockEOYFMVAmt
Total Assets BOY$92,455TotalAssetsBOYAmt
Total Assets EOY$89,007TotalAssetsEOYAmt
Total Assets EOYFMV$92,544TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$92,455RetainedEarningBOYAmt
Retained Earning EOY$89,007RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$92,455TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$89,007TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$92,455TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$89,007TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$92,455TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,448ExcessRevenueOverExpensesAmt
Subtotal$89,007SubtotalAmt
Tot Net Ast Or Fund Balances EOY$89,007TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,371CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,316AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$93,345NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056950DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$89,965NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041127DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,400AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$91,516NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.026225DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$87,457NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046880DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,927AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$75,248NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052187DistributionYr5Rt
Total Distribution0.223369TotalDistributionRt
Average Distribution0.044674AverageDistributionRt
Net Vl Noncharitable Assets$92,493NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,132AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$62NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,194AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$62InvestmentIncomeExciseTaxAmt
Subtotal$62SubtotalAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Tax Due$62TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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
Individual With BooksROBERT W FLACKIndividualWithBooksNm
Phone2155382354PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12265 MILL HILL RDAddressLine1Txt
CityQUAKERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18951ZIPCd
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
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT W FLACK
2265 MILL HILL RDQUAKERTOWNPA18951TRUSTEE0.25$0$0$0
MARY E FLACK
2265 MILL HILL RDQUAKERTOWNPA18951TRUSTEE0.25$0$0$0
JOYCE E FLACK
2649 GROVE STSLATINGTONPA18080TRUSTEE0.10$0$0$0
ALISON R SCHAFFER
1285 CATCH BASIN RDQUAKERTOWNPA18951TRUSTEE0.10$0$0$0
BRIAN W FLACK
1231 PASSER RDCOOPERSBURGPA18036TRUSTEE0.10$0$0$0
MICHAEL P FLACK
2317 TAYLOR DRCENTER VALLEYPA18034TRUSTEE0.10$0$0$0
PATRICIA M PARSONS
50 SNYDERTOWN RDHOPEWELLNJ08525TRUSTEE0.10$0$0$0
ROBERT W FLACK II
371 CAMP ROCK HILL ROADQUAKERTOWNPA18951TRUSTEE0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$81,163AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,739AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$93,902TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$93,902AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,409CashDeemedCharitableAmt
Net Vl Noncharitable Assets$92,493NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,625MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,625MinimumInvestmentReturnAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Total Tax$62TotalTaxAmt
Distributable Before Adj$4,563DistributableBeforeAdjAmt
Distributable Before Ded$4,563DistributableBeforeDedAmt
Distributable As Adjusted$4,563DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,200ExpensesAndContributionsAmt
Qualifying Distributions$8,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$62PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,138AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,563DistributableAsAdjustedAmt
Undistributed Income PY$3,649UndistributedIncomePYAmt
Qualifying Distributions$8,200QualifyingDistributionsAmt
Applied To Year1$3,649AppliedToYear1Amt
Applied To Current Year$4,551AppliedToCurrentYearAmt
Undistributed Income CY$12UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT MARY FLACKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TURNING POINT OF LEHIGH V
444 E SUSQUEHANNA STALLENTOWNPA18103UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$900
N LEHIGH FOOD BANK
7884 CENTER STSLATINGTONPA18080UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
OPERATION HOME FRONT
8930 FOURWINDS DR STE 3SAN ANTONIOTX78239UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
ST ISIDORES CHURCH
2545 W PUMPING STATION RQUAKERTOWNPA18951UNRELATEDCHURCHUNRESTRICTED OPERATING FUNDS$2,000
MILFORD TOWNSHIP FIRE CO
2185 MILFORD SQUARE PIKEQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
TRUMBAUERSVILLE FIRE CO
PO BOX 142TRUMBAUERSVILLEPA18970UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
MENNONITE DISASTER SERVICES
583 AIRPORT RDLITITZPA17543UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
ANIMALS IN DISTRESS
PO BOX 609COOPERSBURGPA18036UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
SELLERSVILLE VOL FIRE CO
2 NORTH MAIN STSELLERSVILLEPA18960UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
AMERICAN CANCER SOCIETY
480 NORRISTOWN ROAD STEBLUE BELLPA19422UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$800
SHEPARDS CHAPEL
P O BOX 416GRAVETTEAR72736UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
AMWELL VALLEY FIRE CO
22 COUNTY RD 579RINGOESNJ08551UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$150
ANIMAL ALLIANCE
PO BOX 1285BELLE MEADNJ08502UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$150
ST VINCENT DE PAUL
58 PROGRESS PARKWAYMARYLAND HEIGHTSMO63043UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$300
DESALES UNIVERSITY
2755 STATION AVENUECENTER VALLEYPA18034UNRELATEDUNIVERSITYUNRESTRICTED OPERATING FUNDS$500
QUAKERTOWN WEST END FIRE CO
1319 PARK AVENUEQUAKERTOWNPA18951UNRELATED501(C)(4)UNRESTRICTED OPERATING FUNDS$300
QUAKERTOWN SPCA
60 RESERVOIR ROADQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$200
LAST CHANCE RANCH
9 BECK ROADQUAKERTOWNPA18951UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$100
PENN FOUNDATION
807 LAWN AVENUESELLERSVILLEPA18960UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$100
ALZ FOUNDATION
225 N MICHIGAN AVE FLCHICAGOIL60601UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$50
CROSSROAD PREGNANCY CENTER
3205 S BLVDAUBURN HILLMI48326UNRELATED501(C)(3)UNRESTRICTED OPERATING FUNDS$50
ST URSULAS CHURCH
8801 HARFORD RDPARKVILLEMD21234UNRELATEDCHURCHUNRESTRICTED OPERATING FUNDS$100
ST JOSEPH INDIAN SCHOOL
1301 N MAIN STCHAMBERLAINSD57325UNRELATEDSCHOOLUNRESTRICTED OPERATING FUNDS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,813ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,371ExclusionAmt
Related Or Exempt Function Incm-$619RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,184ExclusionAmt
Related Or Exempt Function Incm-$618RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,566TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$755Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetFRANKLIN STRATEGIC INCOME FUNDAssetDesc
Acquired2013-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2014-11SoldDt
Gross Sales Price$14,027GrossSalesPriceAmt
Basis$14,646BasisAmt
Total Net-$619TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$73,893EOYBookValueAmt
EOYFMV$77,430EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$59Amt

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