MIKULSKY HOPE MATTERS FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MIKULSKY HOPE MATTERS FOUNDATION INC (EIN 45-3642240)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-03-17
IRS object ID
201400789349100305
Schema version
2013v3.0
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)
Return2014-03-17T12:53:38-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390912608PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAWKINS ASH CPAS LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12360 DUCK CREEK PARKWAYAddressLine1
CityGREEN BAYCity
StateWIState
ZIP Code543033300ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453642240EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIKULSKY HOPE MATTERS FOUNDATIONBusinessNameLine1
Business Name Line2C/O PHILLIP MIKULSKYBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlMIKUBusinessNameControlTxt
Phone9204997068PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12789 NEWCASTLE COURTAddressLine1
CityGREEN BAYCity
StateWIState
ZIP Code54313ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILLIP MIKULSKYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9204997068PhoneNum
Signature2014-03-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM O EVENSONPreparerPersonNm
PTINP00053568PTIN
Phone9203369850PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$353,321FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$152,206ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,277DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,277DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,076NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$157,027GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,076CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,513OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,513OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$166,072TotalRevAndExpnssAmt
Total Net Invst Incm$13,866TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,132OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,132OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,132TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,132TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,632TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,132TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$146,440ExcessRevenueOverExpensesAmt
Net Investment Income$11,734NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,108CashBOYAmt
Cash EOY$40CashEOYAmt
Cash EOYFMV$40CashEOYFMVAmt
Other Investments BOY$161,541OtherInvestmentsBOYAmt
Other Investments EOY$339,049OtherInvestmentsEOYAmt
Other Investments EOYFMV$353,281OtherInvestmentsEOYFMVAmt
Total Assets BOY$192,649TotalAssetsBOYAmt
Total Assets EOY$339,089TotalAssetsEOYAmt
Total Assets EOYFMV$353,321TotalAssetsEOYFMVAmt
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$192,649RetainedEarningBOYAmt
Retained Earning EOY$339,089RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$192,649TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$339,089TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$192,649TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$339,089TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$192,649TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$146,440ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$339,089SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$339,089TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BAIRDD2005-05-232013-09-12$104,278$102,206$2,072$2,072
BAIRDP2012-04-192013-12-31$19,370$19,267$103$103
BAIRDP2013-09-122013-12-31$33,379$33,478-$99-$99
FieldValueIRS element (for citing)
Capital Gain Net Income$2,076CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$137,888NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.072523DistributionYr1Rt
Total Distribution0.072523TotalDistributionRt
Average Distribution0.072523AverageDistributionRt
Net Vl Noncharitable Assets$273,878NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,862AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$117NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,979AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$235InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$235SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$235TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$80EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$80TotalPaymentsAndCreditsAmt
Tax Due$155TaxDueAmt

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 StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPHILLIP MIKULSKYIndividualWithBooksNm
Phone9204997068PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12789 NEWCASTLE COURTAddressLine1
CityGREEN BAYCity
StateWIState
ZIP Code543136112ZIPCode
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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313PRESIDENT & TREASURER1.00$0$0$0
SUSAN MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313VICE PRESIDENT & SECRETARY1.00$0$0$0
AARON P MIKULSKY
1060 S HIGHLAND AVENUEARLINGTON HEIGHTSIL60005DIRECTOR1.00$0$0$0
JONATHAN P MIKULSKY
18364 FRONTIOR PLACEEDEN PRAIRIEMN55347DIRECTOR1.00$0$0$0
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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$271,230AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,819AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$278,049TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$278,049AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,171CashDeemedCharitableAmt
Net Vl Noncharitable Assets$273,878NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,694MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,694MinimumInvestmentReturnAmt
Tax Based On Investment Income$235TaxBasedOnInvestmentIncomeAmt
Total Tax$235TotalTaxAmt
Distributable Before Adj$13,459DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,459DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,459DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$17,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,459DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$3,177ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,177TotalExcessDistributionCyovAmt
Qualifying Distributions$17,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,459AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,041RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,218TotalCorpusAmt
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$7,218ExcessDistriCyovToNextYrAmt
Excess From Year1$3,177ExcessFromYear1Amt
Excess From Current Year$4,041ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPHILLIP MIKULSKYContributingManagerNm
Contributing ManagerSUSAN MIKULSKYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
2149 VELP AVE STE 501GREEN BAYWI54303PUBLIC CHARITYPUBLIC CHARITY$500
ASPIRO
1673 DOUSMAN STREETGREEN BAYWI54303PUBLIC CHARITYPUBLIC CHARITY$3,000
FIRST PRESBYTERIAN CHURCH OF GB
200 S ASHLAND AVENUEGREEN BAYWI54303PUBLIC CHARITYPUBLIC CHARITY$5,500
READING IN MOTION
65 E WACKER PLACECHICAGOIL60601PUBLIC CHARITYPUBLIC CHARITY$4,000
THE GLOBAL ORPHAN PROJECT
6114 NORTH 9 HIGHWAYPARKVILLEMO64152PUBLIC CHARITYPUBLIC CHARITY$3,500
LIVING HOPE CHURCH
1840 W MASON STREETGREEN BAYWI54303PUBLIC CHARITYPUBLIC CHARITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,500TotalGrantOrContriPdDurYrAmt
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$8,277ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,513RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,076RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,277ExclusionAmt
Related Or Exempt Function Incm$5,589RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,866TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number7LineNumberTxt
Relationship StatementTHESE ARE CAPITAL GAIN DISTRIBUTIONSRelationshipStatementTxt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
PHILLIP MIKULSKY
12789 NEWCASTLE COURTGREEN BAYWI54313$76,103Yes (X)Yes (X)
SUSAN MIKULSKY
22789 NEWCASTLE COURTGREEN BAYWI54313$76,103Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1WALT DISNEY AND CHEVRON CORPORATION STOCK$51,1032013-08-30
2WALT DISNEY AND CHEVRON CORPORATION STOCK$51,1032013-08-30

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED TO FILE WITH THE STATE DUE TO NEITHER SOLICITING NOR RECEIVING CONTRIBUTIONSExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSTATEMENT ON FILECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$339,049BookValueAmt
EOYFMV$353,281EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEE$2,082$2,082$0
MISCELLANEOUS EXPENSE$50$50$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBAIRDDesc
Revenue And Expenses Per Books$3,513RevenueAndExpensesPerBooksAmt
Net Investment Income$3,513NetInvestmentIncomeAmt
Adjusted Net Income$3,513AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
PHILLIP MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313
SUSAN MIKULSKY
2789 NEWCASTLE COURTGREEN BAYWI54313

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.