CAMILLA CARTER COX AND CARTER COX JR CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAMILLA CARTER COX AND CARTER COX JR CHARITABLE TR (EIN 58-6469140)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349101833
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:10:18-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SIX CONCOURSE PARKWAY STE 600 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | 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 | 586469140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMILLA CARTER COX AND | BusinessNameLine1 |
| Business Name Line2 | CARTER COX JR CHARITABLE TRUST CARTER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMI | BusinessNameControlTxt |
| Phone | 3182817330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6056 OLD MONROE ROAD | AddressLine1 |
| City | BASTROP | City |
| State | LA | State |
| ZIP Code | 71220 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARTER COX JR MD | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7703961100 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN C LUCIER | PreparerPersonNm |
| PTIN | P00091229 | PTIN |
| Phone | 7703961100 | 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 | $2,258,184 | 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 | $295,532 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,006 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,006 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,163,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,410 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $542,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $247,231 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,539 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,539 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,078 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $426,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,614 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,071 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $122,606 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $123,846 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $121,597 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $987,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,349,278 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,604,237 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $140,880 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $183,009 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $190,264 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $263,272 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $291,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $285,015 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,578,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,005,130 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,258,184 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,578,984 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,005,130 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,578,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,005,130 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,578,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,005,130 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,578,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $426,146 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,005,130 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,005,130 | 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 | DepreciationDepreciationAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH | P | 2013-01-01 | 2013-12-31 | $316,383 | $272,877 | $44,475 | $44,475 |
| MERRILL LYNCH | P | 2013-01-01 | 2013-12-31 | $120,181 | $123,208 | -$2,461 | -$2,461 |
| MERRILL LYNCH | P | 2013-01-01 | 2013-12-31 | $409,487 | $320,840 | $89,973 | $89,973 |
| MERRILL LYNCH | P | 2012-01-01 | 2013-12-31 | $317,021 | $250,170 | $67,323 | $67,323 |
| MERRILL LYNCH CASH IN LIEU | P | 2013-01-01 | 2013-12-31 | $100 | $100 | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,410 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,456,000 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049691 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,477 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,202,369 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054457 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,903 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $976,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051098 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,282 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $749,551 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056410 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $575,189 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043464 | DistributionYr5Rt |
| Total Distribution | 0.255120 | TotalDistributionRt |
| Average Distribution | 0.051024 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,779,589 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $90,802 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,206 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,008 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,412 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,412 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,412 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $100 | EsPenaltyAmt |
| Tax Due | $4,512 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7703961100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 CONCOURSE PARKWAY SUITE 600 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30328 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID CARTER COX | ||||||||
| 115 BRIARCLIFF DRIVE | W MONROE | LA | 71291 | CO-TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARTHA DENISE COX SILMON | ||||||||
| 12820 LONG RIDGE ROAD | KNOXVILLE | TN | 37922 | CO-TRUSTEE | 10.00 | $0 | $0 | $0 |
| STEPHEN CARTER COX | ||||||||
| 6318 OLD MONROE ROAD | BASTROP | LA | 71220 | CO-TRUSTEE | 10.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,472,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $274,984 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,806,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,806,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,779,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,412 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,412 | TotalTaxAmt |
| Distributable Before Adj | $84,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,567 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $90,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $747 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,266 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,867 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,954 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,567 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,433 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,387 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $747 | ExcessFromYear4Amt |
| Excess From Year3 | $1,266 | ExcessFromYear3Amt |
| Excess From Year2 | $5,867 | ExcessFromYear2Amt |
| Excess From Year1 | $74 | ExcessFromYear1Amt |
| Excess From Current Year | $5,433 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FIRST UNITED METHODIST | ||||||
| 222 S WASHINGTON ST | BASTROP | LA | 71220 | NONE | GENERAL SUPPORT | $4,000 |
| LOUISIANA COLLEGE | ||||||
| PO BOX 929 | RUSTON | LA | 71273 | NONE | SCHOLARSHIP ENDOWMENT | $86,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,006 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,815 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $199,410 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $247,231 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $247,231 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ALL INCOME IS EARMARKED FOR CHARITABLE GIVING |
| 4 | ALL INCOME IS EARMARKED FOR CHARITABLE GIVING |
| 8 | ALL INCOME IS EARMARKED FOR CHARITABLE GIVING |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $183,009 | EOYBookValueAmt |
| EOYFMV | $190,264 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $952,278 | $1,204,855 |
| CORPORATE STOCK | $397,000 | $399,382 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $123,846 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $121,597 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL & CLOSED END FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $291,926 | BookValueAmt |
| EOYFMV | $285,015 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $23,731 | $23,731 | $0 |
| OTHER EXPENSES | $1,347 | $1,347 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARTER COX JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6056 OLD MONROE RD | AddressLine1 |
| City | BASTROP | City |
| State | LA | State |
| ZIP Code | 71220 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $939 | $939 | $0 |
| EXCISE TAX | $600 | $600 | $0 |
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