BETA

NAGY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NAGY FAMILY CHARITABLE FOUNDATION (EIN 38-3568853)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-17
IRS object ID
201522299349100727
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)
Return2015-08-17T10:03:22-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382383796PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLAYTON & MCKERVEY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12000 TOWN CENTER SUITE 1800AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48075ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383568853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NAGY FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNAGYBusinessNameControlTxt
Phone3135903553PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112239 DEER CREEK RUNAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY S NAGYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7344552718PhoneNum
Signature2015-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET P AMSDENPreparerPersonNm
PTINP00125173PTIN
Phone2482088860PhoneNum
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$433,798FMVAssetsEOYAmt
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$49InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,540DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,540DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,093NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,093GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,093CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,682TotalRevAndExpnssAmt
Total Net Invst Incm$16,682TotalNetInvstIncmAmt
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$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$299TaxesRevAndExpnssAmt
Taxes Net Invst Incm$299TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,049TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,049TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$32,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$32,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,049TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,049TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$32,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,367ExcessRevenueOverExpensesAmt
Net Investment Income$15,633NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$57,965CashBOYAmt
Cash EOY$25,063CashEOYAmt
Cash EOYFMV$25,063CashEOYFMVAmt
Sav And Temp Cash Invst BOY$52,552SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$52,552SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$52,552SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$313,340OtherInvestmentsBOYAmt
Other Investments EOY$329,875OtherInvestmentsEOYAmt
Other Investments EOYFMV$356,183OtherInvestmentsEOYFMVAmt
Total Assets BOY$423,857TotalAssetsBOYAmt
Total Assets EOY$407,490TotalAssetsEOYAmt
Total Assets EOYFMV$433,798TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$423,857UnrestrictedBOYAmt
Unrestricted EOY$407,490UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$423,857TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$407,490TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$423,857TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$407,490TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$423,857TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,367ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$407,490SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$407,490TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$8,093GrossSalesPriceAmt
Gain Or Loss$8,093GainOrLossAmt
Gains Minus Excess Or Losses$8,093GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,093CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,919AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$436,542NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061664DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$413,548NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039899DistributionYr2Rt
Adjusted Qlfy Distri Yr3$21,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$403,018NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053347DistributionYr3Rt
Adjusted Qlfy Distri Yr4$32,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$417,057NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.076728DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$412,870NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.028096DistributionYr5Rt
Total Distribution0.259734TotalDistributionRt
Average Distribution0.051947AverageDistributionRt
Net Vl Noncharitable Assets$436,537NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,677AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$156NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,833AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$32,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$156InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$156SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$120EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$120TotalPaymentsAndCreditsAmt
Tax Due$36TaxDueAmt

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 StateMIOrgReportOrRegisterStateCd
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 BooksKATHY S NAGYIndividualWithBooksNm
Phone3135903553PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112239 DEER CREEK RUNAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd
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

FieldValueIRS element (for citing)
PersonKATHY S NAGYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112239 DEER CREEK RUNAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
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$345,892AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$97,293AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$443,185TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$443,185AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,648CashDeemedCharitableAmt
Net Vl Noncharitable Assets$436,537NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,827MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,827MinimumInvestmentReturnAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Total Tax$156TotalTaxAmt
Distributable Before Adj$21,671DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,671DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,671DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$32,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$32,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$156PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$31,844AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,671DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$11,301ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,506ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$5,254ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,061TotalExcessDistributionCyovAmt
Qualifying Distributions$32,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,671AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,329RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$28,390TotalCorpusAmt
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$28,390ExcessDistriCyovToNextYrAmt
Excess From Year4$11,301ExcessFromYear4Amt
Excess From Year3$1,506ExcessFromYear3Amt
Excess From Year1$5,254ExcessFromYear1Amt
Excess From Current Year$10,329ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR GIFTED CHILDREN
2200 FULLER COURT 1101BANN ARBORMI48105NONEPCMONETARY SUPPORT FOR PURPOSE OF CHARITY$20,000
SPECIAL OLYMPICS MICHIGAN
CENTRAL MI UNIVERSITYMOUNT PLEASANTMI48859NONEPCMONETARY SUPPORT FOR PURPOSE OF CHARITY$10,000
826MICHIGAN
115 E LIBERTY STANN ARBORMI48104NONEPCMONETARY SUPPORT FOR PUROSE OF CHARITY$1,000
ANN ARBOR ART CENTER
117 WEST LIBERTYANN ARBORMI48104NONEPCMONETARY SUPPORT FOR PURPOSE OF CHARITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$32,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,540ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,093ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,682ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,682TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$750Amt
Net Investment Income$750NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS-CAPITAL WORLD GROWTH AND INCOMEAT COST$63,732$67,601
AMERICAN FUNDS-WASHINGTON MUTUAL INVESTORSAT COST$67,527$77,235
AMERICAN FUNDS-CAPITAL INCOME BUILDERAT COST$68,198$66,352
AMERICAN FUNDS-BALANCED FUNDAT COST$65,173$81,177
AMERICAN FUNDS-BOND FUNDAT COST$65,245$63,818

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$98$98$0
EXCISE$201$201$0

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