MCCREA FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MCCREA FOUNDATION INC (EIN 59-6152245)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201443189349100809
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T08:44:26-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201918967 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9830 SW 77TH AVE STE 125 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33156 | 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 | 596152245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCREA FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O DAVID MCCREA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCR | BusinessNameControlTxt |
| Phone | 3058564295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4821 CAMPO SANO CT | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MCCREA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3058564295 | PhoneNum |
| Signature | 2014-11-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparation | 2014-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,109,130 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,243 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,243 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,351 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,627 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,627 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,025 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $619 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $619 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,236 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,236 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,944 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,944 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $433,401 | CashBOYAmt |
| Cash EOY | $406,170 | CashEOYAmt |
| Cash EOYFMV | $406,170 | CashEOYFMVAmt |
| US Government Obligations BOY | $574,538 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $546,703 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $702,960 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $1,007,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $952,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,109,130 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,007,939 | RetainedEarningBOYAmt |
| Retained Earning EOY | $952,873 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,007,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $952,873 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,007,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $952,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,007,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,480 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,414 | OtherIncreasesAmt |
| Subtotal | $952,873 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $952,873 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,094 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,008,553 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,152 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,022,239 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074495 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,318 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,042,684 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.098129 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,084 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,052,513 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086540 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,806 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,142,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.147816 | DistributionYr5Rt |
| Total Distribution | 0.473505 | TotalDistributionRt |
| Average Distribution | 0.094701 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,040,846 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $98,569 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $98,819 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $499 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $499 | SubtotalAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $499 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID MCCREA | IndividualWithBooksNm |
| Phone | 3053477301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4821 CAMPO SANO CT | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | 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 |
| 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 (4 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 B MCCREA | ||||||||
| 4821 CAMPO SANO CT | CORAL GABLES | FL | 33146 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANET MCCREA | ||||||||
| 4821 CAMPO SANO CT | CORAL GABLES | FL | 33146 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ASHLEY MCCREA | ||||||||
| 4821 CAMPO SANO CT | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JESSICA MCCREA | ||||||||
| 4821 CAMPO SANO CT | CORAL GABLES | FL | 33146 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $637,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $419,495 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,056,696 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,056,696 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,040,846 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,042 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,042 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $499 | TotalTaxAmt |
| Distributable Before Adj | $51,543 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,543 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,543 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,944 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $73,944 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $73,944 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,543 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $112,164 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,690 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,496 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,336 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $244,643 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,944 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,543 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,401 | RemainingDistriFromCorpusAmt |
| Total Corpus | $267,044 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $112,164 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $154,880 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,690 | ExcessFromYear4Amt |
| Excess From Year3 | $50,496 | ExcessFromYear3Amt |
| Excess From Year2 | $25,336 | ExcessFromYear2Amt |
| Excess From Year1 | $17,957 | ExcessFromYear1Amt |
| Excess From Current Year | $22,401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| MIAMI LIGHTHOUSE | |||||
| 601 SW 8 AVENUE | MIAMI | FL | 33130 | CHARITY | $5,100 |
| PLYMOUTH CONG CHURCH | |||||
| 3400 DEVON ROAD | COCONUT GROVE | FL | 33133 | CHRISTIAN | $11,100 |
| WLRN | |||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | COMMUNITY | $1,200 |
| UNIVERSITY OF MIAMI | |||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | EDUCATION | $49,444 |
| CONF OF CONSUMER FINANCE | |||||
| 2501 N BLACKWELDER | OKLAHOMA CITY | OK | 73106 | EDUCATION | $500 |
| ONE FUND BOSTON INC | |||||
| PO BOX 990009 | BOSTON | MA | 02199 | CHARITY | $1,000 |
| FLORIDA HEART RESEARCH INSTITUTE | |||||
| 4770 BISCAYNE BLVD 5TH FL | MIAMI | FL | 33137 | CHARITY | $500 |
| MISSION WOLF | |||||
| PO BOX 1211 | WESTCLIFFE | CO | 81252 | COMMUNITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,844 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,243 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $10,627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155 | ExclusionAmt |
| Related Or Exempt Function Incm | -$9,506 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,025 | ExclusionAmt |
| Related Or Exempt Function Incm | -$9,506 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,519 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| DAVID B MCCREA |
| JANET MCCREA |
| ASHLEY MCCREA |
| JESSICA MCCREA |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | EXELIS INC | AssetDesc |
| Acquired | 2008-02 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2013-03 | SoldDt |
| Gross Sales Price | $18,329 | GrossSalesPriceAmt |
| Basis | $27,835 | BasisAmt |
| Total Net | -$9,506 | TotalNetAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| AGENCY FEE | $1,438 | $1,438 |
| BANK CHARGES | $255 | $255 |
| DUES & SUBCRIPTIONS | $211 | $211 |
| ROYALTY EXPENSES | $2,332 | $2,332 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEVON ENERGY PRODUCTIONS | Desc |
| Revenue And Expenses Per Books | $10,627 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,627 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN VALUE FROM PRIOR YEAR | Description |
| Amount | $3,414 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL REPORT | $63 | $63 |
| ROYALTY STATE TAX | $415 | $415 |
| ROYALTY TAXES | $141 | $141 |