BETA

PERKINS FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PERKINS FOUNDATION INC (EIN 20-8523229)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-17
IRS object ID
201522299349100442
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)
Return2015-08-17T15:18:35-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561415202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hughes Pittman & Gupton LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 Sunday Drive Suite 300AddressLine1Txt
CityRaleighCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27607ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208523229EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Perkins Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERKBusinessNameControlTxt
Phone9199350178PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 525AddressLine1Txt
CitySanfordCityNm
State AbbreviationNCStateAbbreviationCd
ZIP273310525ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGeorge R Perkins JrPersonNm
Person TitleDirectorPersonTitleTxt
Phone9199350178PhoneNum
Signature2015-07-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBeth S TraynhamPreparerPersonNm
PTINP00221506PTIN
Phone9192325900PhoneNum
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$206,114FMVAssetsEOYAmt
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$10,048DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,048DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,118NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$99,542GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,118CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,166TotalRevAndExpnssAmt
Total Net Invst Incm$14,166TotalNetInvstIncmAmt
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$1,306AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,541OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,541OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$243TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,090TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,541TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,334ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,334ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,424TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,541TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,334TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$742ExcessRevenueOverExpensesAmt
Net Investment Income$12,625NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,648SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,143SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,143SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$203,813OtherAssetsBOYAmt
Other Assets EOY$205,060OtherAssetsEOYAmt
Other Assets EOYFMV$204,971OtherAssetsEOYFMVAmt
Total Assets BOY$205,461TotalAssetsBOYAmt
Total Assets EOY$206,203TotalAssetsEOYAmt
Total Assets EOYFMV$206,114TotalAssetsEOYFMVAmt
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$205,461RetainedEarningBOYAmt
Retained Earning EOY$206,203RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$205,461TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$206,203TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$205,461TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$206,203TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$205,461TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$742ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$206,203SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$206,203TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publically Traded SecuritiesP$97,422$95,424$1,998$1,998
Capital Gains DividendsP$2,120$2,120$2,120
FieldValueIRS element (for citing)
Capital Gain Net Income$4,118CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,804AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$205,969NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047599DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$200,507NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,208NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.047599TotalDistributionRt
Average Distribution0.009520AverageDistributionRt
Net Vl Noncharitable Assets$203,346NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,936AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$126NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,062AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,334QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$126InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$126SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$126TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$126TaxDueAmt

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 StateNCOrgReportOrRegisterStateCd
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 BooksR Michael GrayIndividualWithBooksNm
Phone9198706822PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14208 Six Forks Road Suite 1700AddressLine1Txt
CityRaleighCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12011UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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

FieldValueIRS element (for citing)
PersonGeorge R Perkins JrPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 525AddressLine1Txt
CitySanfordCityNm
State AbbreviationNCStateAbbreviationCd
ZIP273310525ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$205,554AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$889AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$206,443TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$206,443AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,097CashDeemedCharitableAmt
Net Vl Noncharitable Assets$203,346NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,167MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,167MinimumInvestmentReturnAmt
Tax Based On Investment Income$126TaxBasedOnInvestmentIncomeAmt
Total Tax$126TotalTaxAmt
Distributable Before Adj$10,041DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,041DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,041DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,334ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,334QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$126PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,208AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,041DistributableAsAdjustedAmt
Undistributed Income PY$10,178UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Total For Prior Years$410TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$10,334QualifyingDistributionsAmt
Applied To Year1$10,178AppliedToYear1Amt
Applied To Prior Years$156AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$254PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$254Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$10,041UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Ronald McDonald House of Durham
506 Alexander AvenueDurhamNC27705PCPrograms for youth$1,100
Communities in Schools of Lee County
PO Box 1132SanfordNC273311132PCEducational Programs$250
CCCC Foundation
1105 Kelly DriveSanfordNC27330PCAssistance for the homeless$5,000
Boys & Girls Club of Sanford & Lee County
PO Box 2027SanfordNC273312027PCOutreach Programs$320
Lee County Partners for the Advancement of Gifted Education
507 Richmond DriveSanfordNC27330PCEducational Programs$100
NC Community Foundation
4601 Six Forks Rd Ste 524RaleighNC27609PCCharitable programs for women and youth$500
The Temple Theatre
120 Carthage StreetSanfordNC27330PCPerforming Arts Programs$2,000
The Gideons International
PO Box 140800NashvilleNC372140800PCCharitable assistance for families.$1,064
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,334TotalGrantOrContriPdDurYrAmt
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$10,048ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,118ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,166ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,166TotalIncomeProducingActyAmt

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$1,306Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionFoundation elects, under Regulations section 53.4942(a)-3(d)(2), to apply all or part of the remaining qualifying distributions to any undistributed income remaining from a year before 2013.ElectionDesc

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Mutual Funds$149,597$162,838$160,138
Stock Securities$54,216$42,222$44,833

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBrokerage FeesCategoryTxt
Amt$1,541Amt
Net Investment Income$1,541NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2013 Excise Tax based on Investment Income$123$0$0
2013 Tax on Undistributed Income$120$0$0

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