HURLBURT FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HURLBURT FAMILY FOUNDATION INC (EIN 46-0643574)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-31
- IRS object ID
- 201422129349100752
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-31T15:55:54-04:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203743855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS & HURLBURT CPAs PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DR STE 3 | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33813 | 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 | 460643574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HURLBURT FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HURL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DRIVE | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33813 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D HURLBURT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8637019717 | PhoneNum |
| Signature | 2014-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert D Hurlburt | PreparerPersonNm |
| PTIN | P00589102 | PTIN |
| Phone | 8637019717 | PhoneNum |
| Preparation | 2014-07-31 | 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 | $262,578 | 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 | $10,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,341 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,988 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,341 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $113 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $11,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,366 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $113 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,885 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,326 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,326 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $337 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $212 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,594 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,991 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,979 | CashBOYAmt |
| Cash EOY | $432 | CashEOYAmt |
| Cash EOYFMV | $432 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,392 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $82,162 | CorporateStockBOYAmt |
| Corporate Stock EOY | $135,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $168,827 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $31,891 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $45,103 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $45,711 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $88,458 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $43,216 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $43,216 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $236,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $228,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $262,578 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $236,965 | UnrestrictedBOYAmt |
| Unrestricted EOY | $228,168 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $236,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $228,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $236,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $228,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $236,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,594 | ExcessRevenueOverExpensesAmt |
| Other Increases | $797 | OtherIncreasesAmt |
| Subtotal | $228,168 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $228,168 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES IBOXX INVESTOP INVESTMENT | P | 2012-05-22 | 2013-01-31 | $10,148 | $9,861 | $287 | $287 |
| KMR - CASH IN LIEU | P | 2013-02-15 | 2013-12-31 | $87 | $87 | $87 | |
| WESTERN UNION CO COM | P | 2012-11-30 | 2013-11-21 | $3,273 | $2,524 | $749 | $749 |
| CONOCOPHILLIPS | P | 2011-08-31 | 2013-02-27 | $4,632 | $4,200 | $432 | $432 |
| FIDELITY NEW MARKETS INCOME | P | 2012-01-01 | 2013-07-09 | $8,848 | $9,062 | -$214 | -$214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,341 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $113 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $246,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.024304 | DistributionYr1Rt |
| Total Distribution | 0.024304 | TotalDistributionRt |
| Average Distribution | 0.012152 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $258,422 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,140 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $90 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,230 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,200 | 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 | $90 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $90 | 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 | FL | 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 |
| Individual With Books | ROBERT D HURLBURT | IndividualWithBooksNm |
| Phone | 8637019717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5125 S LAKELAND DRIVE | AddressLine1 |
| City | LAKELAND | City |
| State | FL | State |
| ZIP Code | 33813 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT D HURLBURT | ||||||||
| 5125 S LAKELAND DRIVE | LAKELAND | FL | 33813 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL T HURLBURT | ||||||||
| 13350 LEWIS GALLAGHER RD | DOVER | FL | 33527 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DOUGLAS J HURLBURT | ||||||||
| 5116 MOLL ACRES | PLANT CITY | FL | 33567 | TREASURER | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $164,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $80,785 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $262,357 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $262,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $258,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90 | TotalTaxAmt |
| Distributable Before Adj | $12,831 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,831 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,831 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $90 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,110 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,831 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,200 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $487 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $487 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $144 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YMCA-BRANDON FLORIDA | |||||||
| 3097 S KINGWAY RD | SEFFNER | FL | 33584 | NONE | PC | BUILDING STRONG KIDS CAMPAIGN | $2,000 |
| SALVATION ARMY | |||||||
| 3740 KATHLEEN ROAD | LAKELAND | FL | 33810 | NONE | PC | GEORGE JENKINS COMMUNITY OF HOPE CAPITAL CAMPAIGN | $5,000 |
| METROPOLITAN MINISTRIES INC | |||||||
| 2301 NORTH TAMPA STREET | TAMPA | FL | 33602 | NONE | PC | FOOD DRIVE ACCOUNT ID 6879404 | $2,000 |
| FIST BAPTIST DOVER | |||||||
| 3223 GALLAGHER ROAD | DOVER | FL | 33527 | NONE | PC | PRE-SCHOOL - START UP COSTS | $3,000 |
| FIRST PRESBYTERIAN PLANT CITY | |||||||
| 404 W REYNOLDS STREET | PLANT CITY | FL | 33563 | NONE | PC | HULL HOUSE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,341 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,366 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,366 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | TAX-EXEMPT INTEREST UNDER IRC SECTION 103 | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,885 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTER | 2006-05-07 | $1,570 | $1,570 | M | 5 | $0 | $0 | $0 |
| DESK | 2006-05-07 | $370 | $370 | M | 7 | $0 | $0 | $0 |
| PRINTER | 2006-05-07 | $300 | $300 | M | 5 | $0 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY INVESTMENTS | BondNm |
| EOY Book Value | $45,103 | EOYBookValueAmt |
| EOYFMV | $45,711 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $135,025 | EOYBookValueAmt |
| EOYFMV | $168,827 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $151 | $0 | $0 | $0 |
| REGISTRATION FEE | $61 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO COST BASIS | Description |
| Amount | $797 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,326 | Amt |
| Net Investment Income | $2,326 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN INCOME TAX | $49 | $49 | $0 | $0 |
| FEDERAL TAX | $288 | $0 | $0 | $0 |
Comments