THE SUMMIT BEVERAGE-MARKOVICH FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE SUMMIT BEVERAGE-MARKOVICH FAMILY CHARITABLE FOUNDATION (EIN 45-3668413)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-29
IRS object ID
201531199349101408
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)
Return2015-04-29T16:03:34-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453668413EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Summit Beverage - Markovich FamilyBusinessNameLine1Txt
Business Name Line2Charitable FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlSUMMBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDale MarkovichPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-04-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$335,095FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$115,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$88InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$88InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,840DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,840DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,128NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$117,850GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$121,800TotalRevAndExpnssAmt
Total Net Invst Incm$10,928TotalNetInvstIncmAmt
Taxes Rev And Expnss$113TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,017OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,867OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,130TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,867TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,667ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,667ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,797TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,534TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$78,003ExcessRevenueOverExpensesAmt
Net Investment Income$10,778NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$64,314SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$80,932SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$80,932SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$120,333CorporateStockBOYAmt
Corporate Stock EOY$119,912CorporateStockEOYAmt
Corporate Stock EOYFMV$117,298CorporateStockEOYFMVAmt
Corporate Bonds BOY$74,525CorporateBondsBOYAmt
Corporate Bonds EOY$136,331CorporateBondsEOYAmt
Corporate Bonds EOYFMV$136,865CorporateBondsEOYFMVAmt
Total Assets BOY$259,172TotalAssetsBOYAmt
Total Assets EOY$337,175TotalAssetsEOYAmt
Total Assets EOYFMV$335,095TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$259,172RetainedEarningBOYAmt
Retained Earning EOY$337,175RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$259,172TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$337,175TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$259,172TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$337,175TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$259,172TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$78,003ExcessRevenueOverExpensesAmt
Subtotal$337,175SubtotalAmt
Tot Net Ast Or Fund Balances EOY$337,175TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$117,850GrossSalesPriceAmt
Cost Or Other Basis$121,978CostOrOtherBasisAmt
Gain Or Loss-$4,128GainOrLossAmt
Gains Minus Excess Or Losses-$4,128GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,128CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,120AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$247,696NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.178122DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,254AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$148,297NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.14332DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$24,625NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.321442TotalDistributionRt
Average Distribution0.107147AverageDistributionRt
Net Vl Noncharitable Assets$241,563NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$25,883AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$108NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,991AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$43,534QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$108InvestmentIncomeExciseTaxAmt
Subtotal$108SubtotalAmt
Tax Based On Investment Income$108TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$108TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

FieldValueIRS element (for citing)
PersonDale MarkovichPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres / Dir / SecTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$174,301AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,941AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$245,242TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$245,242AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,679CashDeemedCharitableAmt
Net Vl Noncharitable Assets$241,563NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,078MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,078MinimumInvestmentReturnAmt
Tax Based On Investment Income$108TaxBasedOnInvestmentIncomeAmt
Total Tax$108TotalTaxAmt
Distributable Before Adj$11,970DistributableBeforeAdjAmt
Distributable Before Ded$11,970DistributableBeforeDedAmt
Distributable As Adjusted$11,970DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,534ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$43,534QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$108PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$43,426AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,970DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr2$13,657ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$31,961ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$45,618TotalExcessDistributionCyovAmt
Qualifying Distributions$43,534QualifyingDistributionsAmt
Applied To Current Year$11,970AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,564RemainingDistriFromCorpusAmt
Total Corpus$77,182TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$77,182ExcessDistriCyovToNextYrAmt
Excess From Year2$13,657ExcessFromYear2Amt
Excess From Year1$31,961ExcessFromYear1Amt
Excess From Current Year$31,564ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUTTE EMERGENCY FOOD BANK
1019 E 2ND STBUTTEMT59701N/APCThanksgiving Turkey Drive$1,000
BUTTE-SILVER BOW LED
225 ALASKA STBUTTEMT59701N/APCTo purchase cameras for police officers$10,000
COMMUNITY MEDICAL CENTER FOUNDATION
2827 FORT MISSOULA RDMISSOULAMT59804N/APCnew Labor and Delivery unit$20,000
MISSOULA FOOD BANK INC
219 S 3RD ST WMISSOULAMT59801N/APCGeneral & Unrestricted$3,000
MONTANA TECH FOUNDATION
1300 W PARK STBUTTEMT59701N/APCHallowed Ground Project$1,667
ROTARY DISTRICT 5390 FOUNDATION
PO BOX 1091BILLINGSMT59103N/APCGeneral & Unrestricted$1,000
THE V FOUNDATION
106 TOWERVIEW CTCARYNC27513N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,667TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,840ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,128ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,800ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,800TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRoach Smith Distributors IncContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o Mark Rule 270 East Park StAddressLine1Txt
CityButteCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59701ZIPCd
FieldValueIRS element (for citing)
Total Contributions$115,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FPL GROUP - 6.35% - 10/01/2066$61,805$59,625
WACHOVIA CAPITAL TR BONDS - 5.$74,526$77,240

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CATERPILLAR INC.$19,982$19,404
CUMMINS INC$19,951$19,463
HALLIBURTON COMPANY$20,010$19,547
JOHNSON & JOHNSON$19,949$19,659
KINDER MORGAN INC$19,999$19,547
UNITED PARCEL SERVICE$20,021$19,678

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$5,842$5,842
Bank Charges$150$150
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2013CategoryTxt
Amt$113Amt

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