5RIVERS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- 5RIVERS FOUNDATION (EIN 45-3723090)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-11
- IRS object ID
- 201422239349100222
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-11T12:04:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 453723090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 5Rivers Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % 5Rivers Foundation | InCareOfNm |
| Business Name Control | 5RIV | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4891 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Scottsdale | City |
| State | AZ | State |
| ZIP Code | 85258 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Parveen Khanuka | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| 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 | $3,982,100 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $778 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $778 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,818 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,077 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,130 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $26,139 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,059 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,269 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,059 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,997 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $969,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $718,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $718,780 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,131,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,370,911 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,263,320 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,101,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,089,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,982,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,101,409 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,089,691 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,101,409 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,089,691 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,101,409 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,089,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,101,409 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,718 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,089,691 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,089,691 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $79,712 | GrossSalesPriceAmt |
| Cost Or Other Basis | $61,894 | CostOrOtherBasisAmt |
| Gain Or Loss | $17,818 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $17,818 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,818 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,788 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,590,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023077 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,736 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,029,815 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075485 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.098562 | TotalDistributionRt |
| Average Distribution | 0.049281 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,655,547 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $180,149 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $610 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $180,759 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,559 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,220 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,220 | SubtotalAmt |
| Tax Based On Investment Income | $1,220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $320 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,220 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 5Rivers Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4891 | AddressLine1 |
| City | Scottsdale | City |
| State | AZ | State |
| ZIP Code | 85258 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jasleen Khanuja | ||||||
| PO Box 4891 | Scottsdale | AZ | 85258 | VP | 1.0 | $0 |
| Neel-Preet Khanuja | ||||||
| PO Box 4891 | Scottsdale | AZ | 85258 | VP | 1.0 | $0 |
| Parveen Khanuja | ||||||
| PO Box 4891 | Scottsdale | AZ | 85258 | Pres / Dir / Sec | 1.0 | $0 |
| Parvinderjit Khanuja | ||||||
| PO Box 4891 | Scottsdale | AZ | 85258 | VP / Dir | 1.0 | $0 |
| 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 | $2,719,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $992,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,711,215 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,711,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,655,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,220 | TotalTaxAmt |
| Distributable Before Adj | $181,557 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $181,557 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $181,557 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,559 | 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 | $63,559 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $63,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,557 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $414 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,559 | QualifyingDistributionsAmt |
| Applied To Current Year | $63,559 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $414 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $414 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $117,584 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PARVEEN KHANUJA | ContributingManagerNm |
| Contributing Manager | PARVINDERJIT KHANUJA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | wwwfsrequestscom5rivers or | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Foundation Source | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 19809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8008391754 | RecipientPhoneNum |
| Form And Info And Materials | SEE LINE 2A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE LINE 2A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE LINE 2A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| N Cheema | |||||||
| 5150 N MAPLE AVE M/S JA64 | FRESNO | CA | 93740 | none | Scholarship Grant | $1,500 | |
| S Singh | |||||||
| 115 S ST | MIDDLETOWN | NY | 10940 | none | Scholarship Grant | $3,000 | |
| PANJAB DIGITAL LIBRARY USA | |||||||
| 6445 LOVE DR APT 1082 | IRVING | TX | 75039 | N/A | General & Unrestricted | $10,000 | PC |
| SIKH COALITION INC | |||||||
| 50 BROAD ST STE 1537 | NEW YORK | NY | 10004 | N/A | SAT Preparation Program for 25 Sikh youth from Richmond Hill, New York | $10,000 | PC |
| SIKH RESEARCH INSTITUTE SRI | |||||||
| PO BOX 6317 | BRIDGEWATER | NJ | 08807 | N/A | General & Unrestricted | $10,000 | PC |
| M Singh Wazir | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | none | Scholarship Grant | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,500 | 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 | $778 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| 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 | $9,792 | 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 | $53,051 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,051 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $344,146 | $533,700 |
| EXXON MOBIL CORP | $40,488 | $50,600 |
| GENERAL ELECTRIC CO | $41,275 | $70,075 |
| GUGGENHEIM BRIC ETF | $109,905 | $103,950 |
| ISHARES MSCI EMERGING MARKETS | $151,740 | $167,200 |
| ISHARES MSCI FRONTIER 100 FUND | $66,877 | $67,480 |
| ISHARES MSCI-MEXICO | $40,035 | $40,800 |
| ISHARES TRUST MSCI EAFE INDEX | $197,580 | $268,400 |
| MICROSOFT CORPORATION | $51,750 | $74,820 |
| MORGAN STANLEY | $62,920 | $125,440 |
| PFIZER INC. | $41,470 | $61,260 |
| POWERSHARES INDIA | $52,980 | $52,860 |
| POWERSHARES QQQ NASDAQ 100 | $281,274 | $439,800 |
| SPDR S&P 500 ETF TRUST | $62,005 | $92,345 |
| SPDR S&P MIDCAP 400 EFT TRUST | $78,718 | $122,100 |
| UNITEDHEALTH GROUP INC. | $97,000 | $150,600 |
| VANGUARD MID-CAP ETF | $80,620 | $110,020 |
| VANGUARD MID-CAP GROWTH ETF | $59,495 | $90,250 |
| VANGUARD MSCI EMERGING MARKETS | $81,780 | $82,280 |
| VANGUARD MSCI EUROPEAN ETF | $204,790 | $235,200 |
| VANGUARD MSCI PACIFIC ETF | $51,340 | $61,300 |
| VANGUARD SMALL-CAP VALUE ETF | $133,685 | $194,740 |
| WELLS FARGO & CO. | $39,038 | $68,100 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $26,034 | $26,034 | |
| Bank Charges | $80 | $80 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $900 |
| 990-PF Excise Tax for 2012 | $230 |
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