HARRY AND VIRGINIA MURRAY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND VIRGINIA MURRAY FOUNDATION (EIN 42-6291207)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-02
- IRS object ID
- 201401229349100420
- Schema version
- 2013v3.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-02T12:19:05-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 426291207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY & VIRGINIA MURRAY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURR | BusinessNameControlTxt |
| Phone | 3197538761 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | US BANK NA P O BOX 2043 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532019668 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S BANK NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3197538761 | PhoneNum |
| Signature | 2014-04-21 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,142,111 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $233,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,825 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $5,069 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $5,069 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $5,069 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $911,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,815,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $918,938 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,149,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,145,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,880 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $70,992 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,888 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,203 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,495 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,573 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,002 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $87,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,841 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $392,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $392,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $479,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $403,841 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $669,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,070,347 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,665 | CashBOYAmt |
| Cash EOY | $3,398 | CashEOYAmt |
| Cash EOYFMV | $3,398 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $420,164 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,572 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,572 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $894,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,349,996 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,559,295 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $72,340 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $72,340 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $72,340 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $185,420 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $6,249,637 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,673,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,180,426 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,643,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,313,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,142,111 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,643,137 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,313,117 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,643,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,313,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,643,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,313,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,643,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $669,980 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,313,117 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,313,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (49 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2500. US BANCORP | 1981-01-09 | 2013-01-28 | $82,623 | $2,996 | $79,627 | $79,627 | |
| 2500. US BANCORP | 1981-01-09 | 2013-02-11 | $85,298 | $2,996 | $82,302 | $82,302 | |
| 871. US BANCORP | 1981-01-09 | 2013-03-12 | $29,862 | $1,044 | $28,818 | $28,818 | |
| 3716. ABBOTT LABORATORIES | 2012-03-06 | 2013-05-14 | $137,270 | $100,390 | $36,880 | $36,880 | |
| 3716. ABBVIE INC | 2012-03-06 | 2013-05-14 | $168,551 | $108,865 | $59,686 | $59,686 | |
| 6610. BRISTOL MYERS SQUIBB CO | 2012-04-09 | 2013-05-14 | $277,189 | $221,265 | $55,924 | $55,924 | |
| 3516. JOHNSON JOHNSON | 2012-03-06 | 2013-05-14 | $305,125 | $229,141 | $75,984 | $75,984 | |
| 19551.098 NUVEEN FUNDS CORE BD FD I | 2010-12-03 | 2013-05-15 | $204,700 | $203,722 | $978 | $978 | |
| 8072.697 NUVEEN INFLATION PRO SEC CL I | 2011-04-06 | 2013-05-15 | $95,500 | $86,129 | $9,371 | $9,371 | |
| 16548.043 PIMCO TOTAL RETURN FUND INST | 2010-07-12 | 2013-05-15 | $186,000 | $186,331 | -$331 | -$331 | |
| 17769.003 RIDGEWORTH INST US GOV SEC ULT SHRT | 2012-03-06 | 2013-05-15 | $180,355 | $180,000 | $355 | $355 | |
| 33785.043 T ROWE PRICE INTL BOND FUND | 2011-12-23 | 2013-05-15 | $322,985 | $322,056 | $929 | $929 | |
| 5069.977 LAUDUS INTL MARKETMASTERS FUND SEL | 2010-12-03 | 2013-05-15 | $112,300 | $96,144 | $16,156 | $16,156 | |
| 2828.619 SCOUT INTERNATIONAL FUND | 2012-12-18 | 2013-05-15 | $102,000 | $93,684 | $8,316 | $8,316 | |
| 5960. MERCK AND CO INC | 2012-04-09 | 2013-07-02 | $277,681 | $227,635 | $50,046 | $50,046 | |
| 7920.792 NUVEEN FUNDS CORE BD FD I | 2011-04-06 | 2013-07-02 | $80,079 | $81,949 | -$1,870 | -$1,870 | |
| 13617.695 NUVEEN INFLATION PRO SEC CL I | 2011-04-06 | 2013-07-02 | $152,382 | $139,787 | $12,595 | $12,595 | |
| 3497.248 NUVEEN INFLATION PRO SEC CL I | 2012-08-09 | 2013-07-02 | $39,134 | $41,681 | -$2,547 | -$2,547 | |
| 19841.09 AMERICAN CENT EQUITY INCOME CL INST | 2011-12-23 | 2013-08-14 | $174,800 | $146,001 | $28,799 | $28,799 | |
| 11156.463 CREDIT SUISSE COMM RET ST CO | 2011-03-15 | 2013-08-14 | $82,000 | $105,544 | -$23,544 | -$23,544 | |
| 1538.9 FIDELITY CAP TR APPREC FD #307 | 2010-12-06 | 2013-08-14 | $54,000 | $38,684 | $15,316 | $15,316 | |
| 2897.527 GOLDMAN SACHS M C VALUE CL INST | 2011-12-23 | 2013-08-14 | $138,936 | $97,965 | $40,971 | $40,971 | |
| 6333.699 NUVEEN HIGH INCOME BOND FD CL I | 2011-04-06 | 2013-08-14 | $57,700 | $57,815 | -$115 | -$115 | |
| 6615.811 NUVEEN REAL ESTATE SECS I | 2012-08-09 | 2013-08-14 | $143,100 | $111,335 | $31,765 | $31,765 | |
| 14871.542 NUVEEN FUNDS CORE BD FD I | 2010-07-12 | 2013-08-14 | $149,756 | $153,028 | -$3,272 | -$3,272 | |
| 16780.759 PIMCO TOTAL RETURN FUND INST | 2012-07-27 | 2013-08-14 | $180,225 | $189,755 | -$9,530 | -$9,530 | |
| 10571.3 LAUDUS INTL MARKETMASTERS FUND SEL | 2010-10-07 | 2013-08-14 | $235,951 | $184,025 | $51,926 | $51,926 | |
| 9505.091 SCOUT INTERNATIONAL FUND | 2012-12-18 | 2013-08-14 | $338,001 | $314,809 | $23,192 | $23,192 | |
| 20034.338 NUVEEN FUNDS CORE BD FD I | 2010-07-12 | 2013-10-07 | $203,148 | $194,396 | $8,752 | $8,752 | |
| 335. APPLE INC | 2013-05-14 | 2013-10-28 | $177,775 | $149,111 | $28,664 | $28,664 | |
| 4258.242 CREDIT SUISSE COMM RET ST CO | 2011-03-15 | 2013-10-29 | $31,000 | $38,793 | -$7,793 | -$7,793 | |
| 17460.317 EATON VANCE GLOBAL MACRO FD CL I | 2013-05-15 | 2013-10-29 | $165,000 | $170,829 | -$5,829 | -$5,829 | |
| 5400. XEROX CORP | 2013-10-28 | 2013-11-15 | $59,237 | $53,082 | $6,155 | $6,155 | |
| 1838.064 NUVEEN REAL ESTATE SECS I | 2010-07-12 | 2013-11-18 | $39,500 | $28,202 | $11,298 | $11,298 | |
| 80. APPLE INC | 2013-05-14 | 2013-12-04 | $45,202 | $35,609 | $9,593 | $9,593 | |
| 7002.801 CREDIT SUISSE COMM RET ST CO | 2011-12-23 | 2013-12-04 | $50,420 | $61,811 | -$11,391 | -$11,391 | |
| 508.702 T ROWE PRICE MID CAP GROWTH FD #64 | 2010-12-03 | 2013-12-04 | $37,786 | $30,380 | $7,406 | $7,406 | |
| 4761.905 AMERICAN CENT EQUITY INCOME CL INST | 2011-12-23 | 2013-12-12 | $40,000 | $35,000 | $5,000 | $5,000 | |
| 65. APPLE INC | 2013-05-14 | 2013-12-12 | $36,518 | $28,932 | $7,586 | $7,586 | |
| 2709.883 EATON VANCE GLOBAL MACRO FD CL I | 2013-05-15 | 2013-12-12 | $25,500 | $26,449 | -$949 | -$949 | |
| 1459.144 NUVEEN REAL ESTATE SECS I | 2010-07-12 | 2013-12-12 | $30,000 | $22,388 | $7,612 | $7,612 | |
| 5158.439 AMERICAN CENT EQUITY INCOME CL INST | 2013-05-15 | 2013-12-17 | $43,382 | $45,807 | -$2,425 | -$2,425 | |
| 5543.107 AMERICAN CENT EQUITY INCOME CL INST | 2011-12-23 | 2013-12-17 | $46,618 | $40,231 | $6,387 | $6,387 | |
| 3436.864 NUVEEN REAL ESTATE SECS I | 2010-07-12 | 2013-12-17 | $67,500 | $52,732 | $14,768 | $14,768 | |
| 1788.831 LAUDUS INTL MARKETMASTERS FUND SEL | 2012-12-10 | 2013-12-17 | $41,000 | $34,435 | $6,565 | $6,565 | |
| 2850.356 TCW EMERGING MARKETS INCOME FUND | 2013-05-15 | 2013-12-17 | $24,000 | $26,557 | -$2,557 | -$2,557 | |
| 5500. XEROX CORP | 2013-10-28 | 2013-12-17 | $62,864 | $54,065 | $8,799 | $8,799 | |
| 1300. ORACLE CORPORATION | 2013-08-13 | 2013-12-26 | $48,606 | $42,697 | $5,909 | $5,909 | |
| CAPITAL GAIN DIVIDENDS | $146,661 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $918,938 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $361,398 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,209,206 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044024 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $147,323 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,981,312 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018458 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,751 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,580,290 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.006634 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,102 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $375,046 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056265 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,157 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $448,109 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047214 | DistributionYr5Rt |
| Total Distribution | 0.172595 | TotalDistributionRt |
| Average Distribution | 0.034519 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,644,331 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $298,394 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,703 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $309,097 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $403,841 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,703 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,703 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,295 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,295 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $408 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1 |
| Business Name Line2 | EP-IA-1338 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3197538761 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 JEFFERSON ST | AddressLine1 |
| City | BURLINGTON | City |
| State | IA | State |
| ZIP Code | 526015250 | ZIPCode |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US BANK NA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 JEFFERSON | AddressLine1 |
| City | BURLINGTON | City |
| State | IA | State |
| ZIP Code | 526015250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,880 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,405,856 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $185,420 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,775,971 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,775,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,644,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $432,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $432,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,703 | TotalTaxAmt |
| Distributable Before Adj | $421,514 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $421,514 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $421,514 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $403,841 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $403,841 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,703 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $393,138 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $421,514 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $398,268 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $403,841 | QualifyingDistributionsAmt |
| Applied To Year1 | $398,268 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,573 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $415,941 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | U S BANK N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 JEFFERSON ST | AddressLine1 |
| City | BURLINGTON | City |
| State | IA | State |
| ZIP Code | 526015260 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3197538761 | RecipientPhoneNum |
| Form And Info And Materials | SEND WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | EXEMPT ORGANIZATIONS AS DEFINED IN INTERNAL REVENUE CODE SECTION 501 (C) (3) WHICH OPERATE OR HAVE SUBSTANTIAL CONTACTS WITHIN DES MOINES COUNTY, IA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| ART GUILD OF BURLINGTON | ||||||||
| 301 JEFFERSON ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 | |
| BURLINGTON AREA HOMELESS | ||||||||
| 123 NORTH MARSHALL ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 | SHELTER |
| BURLINGTON AREA COMMUNITY | ||||||||
| 2410 MOUNT PLEASANT ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | FACILITIY REPAIRS - 1ST OF | $30,000 | YMCA-YWCA |
| BURLINGTON CIVIC MUSIC ASSOCIATION | ||||||||
| PO BOX 324 | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | SPONSOR DOC SEVERINSEN | $21,500 | |
| BURLINGTON AREA DEVELOPMENT FOUNDATION | ||||||||
| 610 N FOURTH ST STE 200 | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | BURLINGTON LIGHTSCAPE | $34,000 | |
| BURLINGTONWEST BURLINGTON | ||||||||
| 610 N 4TH ST | BURLINGTON | IA | 52601 | N/A | PUBLIC | LIGHTHOUSE & RIVER-RAT | $20,000 | AREA DEVELOPMENT FOUNDATION |
| CAPITOL THEATER FOUNDATION | ||||||||
| PO BOX 431 | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | 3RD OF 5 YEAR PLEDGE | $50,000 | |
| CITY OF BURLINGTON | ||||||||
| 400 BLACKHAWK DR | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | REPAIRS FOR BURLINGTON | $30,000 | |
| COMMUNITY HEALTH CENTERS OF SE IOWA | ||||||||
| 1706 WEST AGENCY RD | WEST BURLINGTON | IA | 52655 | N/A | PUBLIC CHARITY | FACILITY EXPANSION & | $50,000 | |
| DES MOINES CO HISTORICAL | ||||||||
| US BANK PO BOX 1088 | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $15,000 | SOCIETY |
| GREAT RIVER MEDICAL | ||||||||
| PO BOX 668 | WEST BURLINGTON | IA | 52655 | N/A | PUBLIC CHARITY | MEALS ON WHEELS PROGRAM | $1,000 | CENTER |
| HABITAT FOR HUMANITY | ||||||||
| 201 JEFFERSON ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 | |
| HOPE HAVEN AREA | ||||||||
| 1819 DOUGLAS AVE | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 | DEVELOPMENT |
| IOWA WESLEYAN COLLEGE | ||||||||
| 601 N MAIN ST | MT PLEASANT | IA | 52641 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 800 - 12TH AVE | MOLINE | IL | 61265 | N/A | PUBLIC CHARITY | SCHOOL PROGRAM SUPPORT | $2,500 | |
| PARTNERS FOR CONSERVATION | ||||||||
| PO BOX 714 | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | HUNT WOODS | $2,000 | |
| SALVATION ARMY | ||||||||
| 217 SOUTH 3RD ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN - 3RD OF 5 | $55,000 | |
| TRINITY EVANGELICAL | ||||||||
| 115 S CENTRAL | BURLINGTON | IA | 52601 | N/A | RELIGIOUS ORGANIZATI | PROGRAM SUPPORT | $5,000 | LUTHERAN CHURCH |
| UNITED WAY-BURLINGTON | ||||||||
| 218 NORTH THIRD ST | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | ANNUAL PLEDGE | $30,000 | AREA |
| YMCA-YWCA - SHELTER | ||||||||
| 616 N 8TH STREET | BURLINGTON | IA | 52601 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $392,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $911,023 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,149,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,149,155 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | U.S. BANK, N.A., TAX PREP FEE | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $184,579 | $235,628 |
| CISCO SYS INC | $325,747 | $343,179 |
| INTEL CORP | $293,280 | $337,415 |
| ORACLE CORP | $214,207 | $271,646 |
| XEROX CORP | $148,433 | $183,767 |
| CNOOC LTD ADR | $183,750 | $187,660 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CREDIT SUISSE COMM RET STRAT | AT COST | $202,163 | $186,451 |
| NUVEEN HIGH INCOME BOND FD | AT COST | $513,776 | $527,364 |
| NUVEEN PREFERRED SECURITIES FD | AT COST | $299,726 | $291,888 |
| PIMCO TOTAL RETURN FUND INSTL | AT COST | $273,096 | $267,219 |
| ROWE T PRICE INTL BOND FD | AT COST | $237,121 | $332,931 |
| AMERICAN CENT EQUITY INCOME FD | AT COST | $455,893 | $441,382 |
| FIDELITY CAP TR APRREC FD #307 | AT COST | $167,150 | $241,639 |
| NUVEEN REAL ESTATE SEC FD | AT COST | $137,726 | $175,612 |
| GOLDMAN SACHS MC VALUE CL | AT COST | $146,965 | $218,426 |
| LAUDUS INTL MARKETMASTERS FD | AT COST | $478,437 | $612,743 |
| NEUBERGER BERMAN GENESIS INSTL | AT COST | $199,028 | $313,567 |
| ABERDEEN FD EMRGN MKT | AT COST | $738,113 | $721,537 |
| SCOUT INTERNATIONAL FD | AT COST | $316,507 | $356,071 |
| OAKMARK GLOBAL FD | AT COST | $430,354 | $447,212 |
| ROBECO BOSTON PARTNERS LS RSRC | AT COST | $424,020 | $452,803 |
| EATON VANCE GLOBAL MACRO FD | AT COST | $299,115 | $288,799 |
| OPPENHEIMER SR FLOAT RATE | AT COST | $843,300 | $845,904 |
| TCW EMERGING MARKETS INCOME FD | AT COST | $511,321 | $458,878 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,203 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,203 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY EXP-NON RENTAL | $571 | $0 | $0 |
| LEGAL FEES-RENTAL PROPERTY | $1,002 | $1,002 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAX ON NON-RENTAL | $305 | $0 | $0 |
| ESTIMATE TAX PYMTS 990-PF | $2,464 | $0 | $0 |
| FOREIGN TAXES PD ON DIVIDENDS | $3,408 | $0 | |
| FOREIGN TAXES PD ON DIVIDENDS | $87 | $0 |
Comments