JOEL AND JUDY CERWICK FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOEL AND JUDY CERWICK FOUNDATION (EIN 27-6368194)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-03
- IRS object ID
- 201311239349100336
- Schema version
- 2012v2.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-03T15:56:09-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMW & ASSOCIATES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 Glenwood Suite 100 | AddressLine1 |
| City | Overland Park | City |
| State | KS | State |
| ZIP Code | 66202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276368194 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joel and Judy Cerwick Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JOEL A CERWICK | InCareOfName |
| Name Control | JOEL | NameControl |
| Phone | 9136486440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9101 Grandview Drive | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Overland Park | City |
| State | KS | State |
| ZIP Code | 66212 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL CERWICK | Name |
| Title | TRUSTEE | Title |
| Phone | 9136486440 | Phone |
| Date Signed | 2013-04-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephanie M Kirk | Name |
| Phone | 9134994920 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 592275 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 27465 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27465 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3265 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 146512 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3265 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 30730 | TotalRevenueAndExpenses |
| Total Net Investment Income | 30730 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Other Prof Fees Rev And Expnss | 2937 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2937 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 15 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 15 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 472 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 236 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 236 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3424 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3188 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 236 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 27000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 27000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30424 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3188 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 27236 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 306 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 27542 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 46685 | CashBOY |
| Cash EOY | 0 | CashEOY |
| Cash EOYFMV | 0 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 118930 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 118930 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 523283 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 347555 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 347555 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 125790 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 125790 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 569968 | TotalAssetsBOY |
| Total Assets EOY | 592275 | TotalAssetsEOY |
| Total Assets EOYFMV | 592275 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 569968 | RetainedEarningsBOY |
| Retained Earnings EOY | 592275 | RetainedEarningsEOY |
| Total Net Assets BOY | 569968 | TotalNetAssetsBOY |
| Total Net Assets EOY | 592275 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 569968 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 592275 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 569968 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 306 | ExcessOfRevenueOverExpenses |
| Other Increases | 22001 | OtherIncreases |
| Subtotal | 592275 | Subtotal |
| Total Net Assets Fund Balances EOY | 592275 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| GPTC #1034 -ST SEE STMT A | P | 22348 | 20716 | 1632 | 1632 |
| GPTC #1034 -LT SEE STMT A | P | 124164 | 122531 | 1633 | 1633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3265 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 19756 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 559289 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.035323 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1375 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 516425 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.002663 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 0 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 0 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.0 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.037986 | TotalDistributionRatio |
| Average Distribution Ratio | 0.012662 | AverageDistributionRatio |
| Net Noncharitable Assets | 590045 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 7471 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 275 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7746 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 27236 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 275 | InvestmentIncomeExciseTax |
| Subtotal | 275 | Subtotal |
| Tax Based On Investment Income | 275 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 275 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | KS | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL A CERWICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9136486440 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9101 GRANDVIEW DRIVE | AddressLine1 |
| City | OVERLAND PARK | City |
| State | KS | State |
| ZIP Code | 66212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JUDITH L CERWICK | ||||||||
| 9101 GRANDVIEW DRIVE | OVERLAND PARK | KS | 66212 | TRUSTEE | 2.0 | 0 | 0 | 0 |
| JOEL A CERWICK | ||||||||
| 9101 GRANDVIEW DRIVE | OVERLAND PARK | KS | 66212 | TRUSTEE | 2.0 | 0 | 0 | 0 |
| MATTHEW H POWELL | ||||||||
| 9101 GRANDVIEW DRIVE | OVERLAND PARK | KS | 66212 | TRUSTEE | 1.0 | 0 | 0 | 0 |
| ANTHONY J POWELL | ||||||||
| 9101 GRANDVIEW DRIVE | OVERLAND PARK | KS | 66212 | TRUSTEE | 1.0 | 0 | 0 | 0 |
| JAMES H COOPER | ||||||||
| 1901 W 47TH PLACE SUITE 103 | WESTWOOD | KS | 66205 | TAX AGENT | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 599030 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 599030 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 599030 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8985 | CashDeemedCharitable |
| Net Noncharitable Assets | 590045 | NetNoncharitableAssets |
| Minimum Investment Return | 29502 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29502 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 275 | TaxBasedOnInvestmentIncome |
| Total Tax | 275 | TotalTax |
| Distributable Amount Before Adj | 29227 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 29227 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 29227 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 27236 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 27236 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 275 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 26961 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29227 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 26916 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Qualifying Distributions | 27236 | QualifyingDistributions |
| Applied To Year1 | 26916 | AppliedToYear1 |
| Applied To Current Year | 320 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 28907 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CIRCLE OF HOPE NICU FOUNDATION | |||||||
| PO Box 14301 | LENEXA | KS | 662854301 | NONE | 501(C)(3) | CIVIC | $5,000 |
| BETHANY LUTHERN SCHOOL | |||||||
| 9101 LAMAR AVENUE | OVERLAND PARK | KS | 66207 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| KNOXVILLE COMMUNITY CHURCH | |||||||
| 19010 MISSOURI 13 | RAYSVILLE | MO | 64084 | NONE | 501(c)(3) | RELIGIOUS | $5,000 |
| CAMP QUALITY | |||||||
| 2617 N 75th Street | KANSAS CITY | KS | 66109 | NONE | 501(C)(3) | CIVIC | $2,500 |
| RACHEL HOUSE | |||||||
| 320 NE Tudor Road | LEES SUMMIT | MO | 64086 | NONE | 501(C)(3) | CIVIC | $2,500 |
| AMETHEST PLACE | |||||||
| 2732 TROOST | KANSAS CITY | MO | 64109 | NONE | 501(C)(3) | CIVIC | $3,000 |
| CHILD PROTECTION CENTER | |||||||
| 3101 Broadway St 750 | KANSAS CITY | MO | 64111 | NONE | 501(C)(3) | CIVIC | $3,000 |
| BETHANY LUTHERN CHURCH | |||||||
| 9101 LAMAR AVENUE | OVERLAND PARK | KS | 66207 | NONE | 501(C)(3) | RELIGIOUS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 27000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,465 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,265 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,730 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30730 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | KORNITZER CAPITAL-SEE ATTACH B | NameOfBond |
| EOY Book Value | 125790 | EOYBookValue |
| EOYFMV | 125790 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | KORNITZER CAPITAL-SEE ATTACH B | NameOfStock |
| EOY Book Value | 347555 | EOYBookValue |
| EOYFMV | 347555 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEES | Description |
| Revenue And Expenses Per Books | 472 | RevenueAndExpensesPerBooks |
| Net Investment Income | 236 | NetInvestmentIncome |
| Disbursements Charitable Prps | 236 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/FMV ADJUSTMENT | Description |
| Amount | $22,001 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $2,937 | Amount |
| Net Investment Income | 2937 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $15 | Amount |
| Net Investment Income | 15 | NetInvestmentIncome |
Comments