BETA

CORS FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CORS FOUNDATION (EIN 54-1965260)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-19
IRS object ID
201432319349100703
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-19T10:02:23-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541062809PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAMERON MOBERLY & HAMRICK PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18300 ARLINGTON BLVDG2AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code220315217ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541965260EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CORS FOUNDATIONBusinessNameLine1
Business Name Line2C/O CAMERON MOBERLY & HAMRICK PCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlCORSBusinessNameControlTxt
Phone7038270735PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18300 ARLINGTON BOULEVARD NO G-2AddressLine1
CityFAIRFAXCity
StateVAState
ZIP Code22031ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLAN CORSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7038270735PhoneNum
Signature2014-08-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE MOBERLY CPAPreparerPersonNm
PTINP00084682PTIN
Phone7032079200PhoneNum
Preparation2014-08-08PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$571,711FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$13,070DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,070DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,816NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$195,643GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,816CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,886TotalRevAndExpnssAmt
Total Net Invst Incm$17,886TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,983OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$179OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,362TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$104,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$104,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$109,162TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$104,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$91,276ExcessRevenueOverExpensesAmt
Net Investment Income$17,886NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$38,188SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,700SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,700SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$296PrepaidExpensesBOYAmt
Prepaid Expenses EOY$117PrepaidExpensesEOYAmt
Corporate Stock BOY$428,426CorporateStockBOYAmt
Corporate Stock EOY$398,027CorporateStockEOYAmt
Corporate Stock EOYFMV$482,801CorporateStockEOYFMVAmt
Corporate Bonds BOY$179,950CorporateBondsBOYAmt
Corporate Bonds EOY$149,479CorporateBondsEOYAmt
Corporate Bonds EOYFMV$80,210CorporateBondsEOYFMVAmt
Total Assets BOY$646,860TotalAssetsBOYAmt
Total Assets EOY$556,323TotalAssetsEOYAmt
Total Assets EOYFMV$571,711TotalAssetsEOYFMVAmt
Other Liabilities BOY$192OtherLiabilitiesBOYAmt
Other Liabilities EOY$14OtherLiabilitiesEOYAmt
Total Liabilities BOY$192TotalLiabilitiesBOYAmt
Total Liabilities EOY$14TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$646,668UnrestrictedBOYAmt
Unrestricted EOY$556,309UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$646,668TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$556,309TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$646,860TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$556,323TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$646,668TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$91,276ExcessRevenueOverExpensesAmt
Other Increases$917OtherIncreasesAmt
Subtotal$556,309SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$556,309TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2452 SH CORNING INC.P1999-04-302013-01-23$29,951$32,846-$2,895-$2,895
1844.103 SH PIMCO HIGH YIELDP2013-01-232013-03-14$17,905$18,000-$95-$95
170 SH ISHARES IBOXX INVST GR CORP BD FDP2012-06-222013-05-30$20,134$19,913$221$221
631.863 SH VANGUARD LTD TERM TAX-EXEMPTP2013-05-30$7,000$6,996$4$4
1505.344 SH VANGUARD INFL PROTECTEDP2012-06-222013-05-30$20,948$22,000-$1,052-$1,052
2412 SH CORNINGP1999-04-302013-06-07$36,698$32,310$4,388$4,388
175 VANGUARD HIGH DIV YIELDP2012-04-172013-06-07$10,020$8,408$1,612$1,612
411.048 SH VANGUARD LT BDP2009-02-062013-06-07$36,380$30,578$5,802$5,802
5118.211 SH DWS COMM SECP2011-11-012013-06-07$16,000$19,776-$3,776-$3,776
CAPITAL GAINS DIVIDENDSP$607$607$607
FieldValueIRS element (for citing)
Capital Gain Net Income$4,816CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$157,896AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$668,857NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.236068DistributionYr1Rt
Adjusted Qlfy Distri Yr2$236,345AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$919,274NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.257100DistributionYr2Rt
Adjusted Qlfy Distri Yr3$135,843AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,024,638NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.132577DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$952,948NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030432DistributionYr4Rt
Adjusted Qlfy Distri Yr5$35,300AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,310,904NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.026928DistributionYr5Rt
Total Distribution0.683105TotalDistributionRt
Average Distribution0.136621AverageDistributionRt
Net Vl Noncharitable Assets$572,871NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$78,266AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$179NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$78,445AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$104,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$179InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$179SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$179TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$296EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$296TotalPaymentsAndCreditsAmt
Overpayment$117OverpaymentAmt
Applied To ES Tax$117AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCORPORATE DIRECTORSIndividualWithBooksNm
Phone7038270735PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17413 GEORGETOWN COURTAddressLine1
CityMCLEANCity
StateVAState
ZIP Code22102ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALLAN D CORS
7413 GEORGETOWN COURTMCLEANVA22102DIRECTOR/PRES/TREAS1.00$0$0$0
DARLEEN CORS
4021 GULF SHORE BLVD NNAPLESFL34103DIRECTOR/VP/SECRETARY0.00$0$0$0
AMY E FLINN
9541 SANCTUARY PLACEBRENTWOODTN37027DIRECTOR0.00$0$0$0
BRIAN G CORS
1100 NORTHWIND DRIVERESTONVA22094DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$572,232AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,363AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$581,595TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$581,595AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,724CashDeemedCharitableAmt
Net Vl Noncharitable Assets$572,871NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,644MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,644MinimumInvestmentReturnAmt
Tax Based On Investment Income$179TaxBasedOnInvestmentIncomeAmt
Total Tax$179TotalTaxAmt
Distributable Before Adj$28,465DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$28,465DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$28,465DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$104,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$104,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$179PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$104,621AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,465DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$85,225ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$191,391ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$124,901ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$401,517TotalExcessDistributionCyovAmt
Qualifying Distributions$104,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,465AppliedToCurrentYearAmt
Remaining Distri From Corpus$76,335RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$477,852TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$477,852ExcessDistriCyovToNextYrAmt
Excess From Year3$85,225ExcessFromYear3Amt
Excess From Year2$191,391ExcessFromYear2Amt
Excess From Year1$124,901ExcessFromYear1Amt
Excess From Current Year$76,335ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALLAN D CORSContributingManagerNm
Contributing ManagerDARLEEN CORSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALLAN D CORS THE CORS FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17413 GEORGETOWN COURTAddressLine1
CityMCLEANCity
StateVAState
ZIP Code22102ZIPCode
FieldValueIRS element (for citing)
Recipient Phone7038270735RecipientPhoneNum
Form And Info And MaterialsPROVIDE LETTERHEAD REQUEST IN WRITING. OUTLINE REQUEST IN DETAIL.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CIVILIAN MARKMANSHIP PROGRAM
1401 COMMERCE BLVDANNISTONAL36207NONE501(C)(3)EDUCATION FOUNDATION SERVICES$2,000
NAPLES COMMUNITY CHURCH
849 7TH AVENUE SOUTHNAPLESFL34102NONE501(C)(3)RELIGIOUS ORGANIZATION$2,800
NATIONAL MUSEUM OF AMERICANS IN WARTIME
PO BOX 30NOKESVILLEVA20182NONE501(C)(3)EDUCATION FOUNDATION SERVICES$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$104,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,070RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,816RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$17,886RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,886TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4DIVIDENDS AND INTEREST EARNED ON INVESTMENT ACCOUNTS
8INVESTMENT ACTIVITY IN REALLOCATION OF INVESTMENTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$149,479EOYBookValueAmt
EOYFMV$80,210EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK PORTFOLIOStockNm
EOY Book Value$398,027EOYBookValueAmt
EOYFMV$482,801EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXDesc
Revenue And Expenses Per Books$179RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
FEDERALLY TAX-EXEMPT INTEREST INCOME$357
PY CASH DIVIDEND RECEIVED IN 2012$560

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescSUSPENSEDesc
BOY Book Value$192BOYBookValueAmt
EOY Book Value$14EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGERCategoryTxt
Amt$2,983Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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