DAUGETTE FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DAUGETTE FAMILY FOUNDATION (EIN 20-4391204)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201411339349101791
- 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
- Compensation Explanation
- Other Expenses Schedule
- Other Receivables Officers Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T13:28:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIS BOATNER PUGH LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BROAD STREET 3RD FLOOR SUITE | AddressLine1 |
| City | GADSDEN | City |
| State | AL | State |
| ZIP Code | 359013714 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204391204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAUGETTE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAUG | BusinessNameControlTxt |
| Phone | 2565432022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 DOGWOOD CIRCLE | AddressLine1 |
| City | GADSDEN | City |
| State | AL | State |
| ZIP Code | 35901 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLARANCE W DAUGETTE III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2565432022 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANFORD A WILLIS | PreparerPersonNm |
| PTIN | P00037601 | PTIN |
| Phone | 2565438902 | PhoneNum |
| Preparation | 2014-05-12 | PreparationDt |
| 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 | $1,044,279 | 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 |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,300 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $44,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,332 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,410 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | -$15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$15 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,943 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,943 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,937 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,285 | CashBOYAmt |
| Cash EOY | $44,279 | CashEOYAmt |
| Cash EOYFMV | $44,279 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $1,000,000 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,000,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,000,000 | RcvblFromOfficersEOYFMVAmt |
| Total Assets BOY | $1,044,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,044,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,044,279 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $18,078 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,078 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,026,207 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,026,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,044,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,044,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,044,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,044,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,044,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,044,279 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,044,279 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,337 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,032,952 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046795 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,527 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $984,543 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045226 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,298 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $906,110 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044474 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,249 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $821,056 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042931 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,601 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $822,349 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.006811 | DistributionYr5Rt |
| Total Distribution | 0.186237 | TotalDistributionRt |
| Average Distribution | 0.037247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,028,618 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,313 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $389 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,702 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,943 | 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 | $389 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $389 | SubtotalAmt |
| Tax Based On Investment Income | $389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $41 | TotalPaymentsAndCreditsAmt |
| Tax Due | $348 | TaxDueAmt |
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 | AL | 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 | CLARENCE W DAUGETTE III | IndividualWithBooksNm |
| Phone | 2565432022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 DOGWOOD CIRCLE | AddressLine1 |
| City | GADSDEN | City |
| State | AL | State |
| ZIP Code | 35901 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLARENCE W DAUGETTE III | ||||||||
| 216 DOGWOOD CIRCLE | GADSDEN | AL | 35901 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ALBURTA DAUGETTE LOWE | ||||||||
| 311 GABRIEL LANE | GADSDEN | AL | 35901 | VICE-PRES | 1.00 | $0 | $0 | $0 |
| ANNE DAUGETTE RENFROW | ||||||||
| 411 COUNTRY CLUB DRIVE | GADSDEN | AL | 35901 | SEC-TREAS | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,000,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,044,282 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,044,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,028,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $389 | TotalTaxAmt |
| Distributable Before Adj | $51,042 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,042 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,042 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,943 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,943 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $389 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,554 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,242 | UndistributedIncomePYAmt |
| Qualifying Distributions | $38,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,943 | AppliedToYear1Amt |
| Taxable2 | $12,299 | Taxable2Amt |
| Undistributed Income CY | $51,042 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CLARENCE W DAUGETTE III | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 DOGWOOD CIRCLE | AddressLine1 |
| City | GADSDEN | City |
| State | AL | State |
| ZIP Code | 35901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2565432022 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARLINGTON HISTORICAL ASSN | ||||||
| PO BOX 100402 | ARLINGTON | VA | 222103402 | 501(C)(3) | CHARITABLE | $1,500 |
| GADSDEN CULTURAL ARTS FOUNDATION | ||||||
| 761 CHESTNUT STREET | GADSDEN | AL | 35901 | 501(C)(3) | CHARITABLE | $6,000 |
| EPISCOPAL DAY SCHOOL | ||||||
| 156 SOUTH 9TH STREET | GADSDEN | AL | 35901 | 501(C)(3) | CHARITABLE | $3,600 |
| EPICSOPAL CHURCH OF THE HOLY COMFOR | ||||||
| 156 SOUTH 9TH STREET | GADSDEN | AL | 35901 | 501(C)(3) | CHARITABLE | $11,593 |
| FRIENDS OF SULGRAVE MANOR | ||||||
| 1553 HILL ROAD COURT | LOUISVILLE | KY | 40204 | 501(C)(3) | CHARITABLE | $5,000 |
| HANDY CHAPEL AME CHURCH | ||||||
| 901 ROGERS STREET | GADSDEN | AL | 35901 | 501(C)(3) | CHARITABLE | $250 |
| UNIV OF ALABAMA | ||||||
| THE UNIVERISTY OF ALABAMA | TUSCALOOSA | AL | 35487 | 501(C)(3) | CHARITABLE | $10,000 |
| A WALK THROUGH TIME INC | ||||||
| 700 SOUTH 15TH STREET | GADSDEN | AL | 35901 | 501(C)(3) | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,943 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,332 | 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 | OUTSIDE CPA FIRM | CategoryTxt |
| Amt | $5,410 | Amt |
| Net Investment Income | $5,410 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| CLARENCE W DAUGETTE III |
| ALBURTA DAUGETTE LOWE |
| ANNE DAUGETTE RENFROW |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | -$15 | -$15 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | FLORENCE THROCKMORTON DAUGETTE TRUS | BorrowerPersonNm |
| Borrower Title | TRUST | BorrowerTitleTxt |
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $1,000,000 | BalanceDueAmt |
| Note | 2006-01 | NoteDt |
| Loan Maturity | 2014-07 | LoanMaturityDt |
| Repayment Terms | INTEREST ONLY | RepaymentTermsTxt |
| Interest | 0.0443 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | CONTRIBUTION PLEDGE | LoanPurposeTxt |
| Lender Consideration | PLEDGE | LenderConsiderationDesc |
| Consideration FMV | $1,000,000 | ConsiderationFMVAmt |