THE JOHN AND CHARLOTTE GILMORE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN AND CHARLOTTE GILMORE FOUNDATION (EIN 13-3545181)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-16
- IRS object ID
- 201543209349102334
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T11:52:14-08:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS J DWYER & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 S La Salle St Ste 606 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133545181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND CHARLOTTE GILMORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6308507759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CHARLOTTE GILMORE 8 LONGWOOD DR | AddressLine1Txt |
| City | Burr Ridge | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605278906 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE L GILMORE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6308507759 | PhoneNum |
| Signature | 2015-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS J DWYER ATTY | PreparerPersonNm |
| Phone | 3127865959 | PhoneNum |
| Preparation | 2015-11-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,026 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,203 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $31,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,395 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,130 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,046 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $73 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,601 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$82,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,146 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,190 | CashBOYAmt |
| Corporate Stock BOY | $110,040 | CorporateStockBOYAmt |
| Total Assets BOY | $112,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $112,230 | CapitalStockBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $112,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GOLDMAN SACHS - LONG TERM | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-01-01 | AcquiredDt |
| Sold | 2014-12-31 | SoldDt |
| Gross Sales Price | $69,738 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $42,712 | CostOrOtherBasisAmt |
| Gain Or Loss | $27,026 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $27,026 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,026 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $87,245 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $133,982 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.651170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,013 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $216,875 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.465766 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $91,321 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $286,055 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.319243 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,477 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $318,734 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.192879 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $208,964 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $320,658 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.651673 | DistributionYr5Rt |
| Total Distribution | 2.280731 | TotalDistributionRt |
| Average Distribution | 0.456146 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $56,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,859 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $523 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $523 | SubtotalAmt |
| Tax Based On Investment Income | $523 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $477 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $477 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLOTTE L GILMORE | IndividualWithBooksNm |
| Phone | 6308507759 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 LONGWOOD DRIVE | AddressLine1Txt |
| City | BURR RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE L GILMORE | ||||||||
| 8 LONGWOOD DRIVE | BURR RIDGE | IL | 60527 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN F GILMORE III | ||||||||
| 2154 W ROSCOE 1 | CHICAGO | IL | 60618 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER D GILMORE | ||||||||
| 8 LONGWOOD DRIVE | BURR RIDGE | IL | 60527 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,974 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $56,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $855 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $523 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $523 | TotalTaxAmt |
| Distributable Before Adj | $2,283 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,283 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,283 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $192,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,614 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $77,292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,393 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $487,618 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $217 | RemainingDistriFromCorpusAmt |
| Total Corpus | $487,835 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $192,951 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $294,884 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,614 | ExcessFromYear4Amt |
| Excess From Year3 | $77,292 | ExcessFromYear3Amt |
| Excess From Year2 | $90,393 | ExcessFromYear2Amt |
| Excess From Year1 | $81,368 | ExcessFromYear1Amt |
| Excess From Current Year | $217 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OLD ST PATRICK'S CHURCH | ||||||
| 700 WEST ADAMS STREET | CHICAGO | IL | 60661 | 501(c)(3)501(c)(3) | GENERAL | $25,000 |
| CATHOLIC EXTENSION | ||||||
| 150 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | 501(c)(3)501(c)(3) | GENERAL | $25,000 |
| EVANS SCHOLARSHIP FUND | ||||||
| 1 BRIAR ROAD | GOLF | IL | 60029 | 501(c)(3)501(c)(3) | GENERAL | $10,000 |
| UNIVERSITY OF CHICAGO | ||||||
| 5801 SOUTH ELLIS AVE | CHICAGO | IL | 60637 | 501(c)(3)501(c)(3) | GENERAL | $35,101 |
| ST JOSEPH CATHOLIC CHURCH | ||||||
| 1107 N ORLEANS STREET | CHICAGO | IL | 60610 | 501(c)(3)501(c)(3) | GENERAL | $5,000 |
| THE LA VOIE FAMILY EDUCATION FUND | ||||||
| PO BOX 190 | LA GRANGE | IL | 60525 | 501(c)(3)501(c)(3) | GENERAL | $1,000 |
| CANCER RESEARCH INSTITUTE | ||||||
| 55 BROADWAY SUITE 1802 | NEW YORK | NY | 10006 | 501(c)(3)501(c)(3) | GENERAL | $500 |
| SAILFISH POINT FOUNDATION | ||||||
| 1648 SE SAILFISH POINT BLVD | STUART | FL | 34996 | 501(c)(3)501(c)(3) | GENERAL | $2,000 |
| CHRISTOPHER KEELEY MEMORIAL | ||||||
| 620 W BURLINGTON | LA GRANGE | IL | 60525 | 501(c)(3)501(c)(3) | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,601 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,026 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2013 EXCISE TAX OVERPAYMENT | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,203 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,598 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THOMAS J. DWYER & ASSOC. TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,630 | Amt |
| Net Investment Income | $2,130 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | GOLDMAN SACHS - LONG TERM | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VARIOUS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $69,738 | GrossSalesPriceAmt |
| Basis | $42,712 | BasisAmt |
| Total Net | $27,026 | TotalNetAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $73 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $73 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2013 EXCISE TAX OVERPAYMENT | Desc |
| Revenue And Expenses Per Books | $3,203 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET GAIN OR (LOSS) | Desc |
| Amt | -$29,478 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $46 | $46 |
| 2013 EXCISE TAX APPLIED TO 2014 | $1,000 |
Comments