HNR FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HNR FOUNDATION INC (EIN 35-2190798)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201311269349100311
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T10:35:21-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431985162 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH SULLIVAN & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 FLANDERS ROAD - SUITE 200 | AddressLine1 |
| City | WESTBOROUGH | City |
| State | MA | State |
| ZIP Code | 01581 | 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 | 352190798 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HNR FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HNRF | NameControl |
| Phone | 5087335855 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 SOUTH STREET | AddressLine1 |
| City | HOLLISTON | City |
| State | MA | State |
| ZIP Code | 01746 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN D EARL | Name |
| Title | PRESIDENT | Title |
| Phone | 5087335855 | Phone |
| Date Signed | 2013-05-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LINDA M SMITH CPA | Name |
| PTIN | P00316105 | PTIN |
| Phone | 5088717178 | Phone |
| Date Prepared | 2013-05-02 | DatePrepared |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 278199 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 4 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4396 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 10456 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10456 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4400 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10460 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 167 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 333 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 147 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 65 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 65 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 712 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 167 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 398 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 11000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 11000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 11712 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 167 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 11398 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7312 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10293 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4155 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2903 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2903 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 244770 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 275296 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 275296 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 248925 | TotalAssetsBOY |
| Total Assets EOY | 278199 | TotalAssetsEOY |
| Total Assets EOYFMV | 278199 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 248925 | UnrestrictedBOY |
| Unrestricted EOY | 278199 | UnrestrictedEOY |
| Total Net Assets BOY | 248925 | TotalNetAssetsBOY |
| Total Net Assets EOY | 278199 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 248925 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 278199 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 248925 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7312 | ExcessOfRevenueOverExpenses |
| Other Increases | 36586 | OtherIncreases |
| Subtotal | 278199 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 278199 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 120 SHARES OF BERKSHIRE HATHAWAY B | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Date Acquired | 2003-09-04 | DateAcquired |
| Date Sold | 2012-12-10 | DateSold |
| Gross Sales Price | 10456 | GrossSalesPrice |
| Gain Or Loss | 10456 | GainOrLoss |
| Gains Minus Excess Or Losses | 10456 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10456 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4383 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 256433 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.017092 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15264 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 130167 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.117265 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 15184 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 239876 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.063299 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 16245 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 309088 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052558 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5418 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 331997 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.016319 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.266533 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053307 | AverageDistributionRatio |
| Net Noncharitable Assets | 256133 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 13654 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 103 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 13757 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 11398 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 206 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 206 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 206 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 206 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOHN D EARL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5087335855 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 JEFFERSON PLACE | AddressLine1 |
| City | BELLINGHAM | City |
| State | MA | State |
| ZIP Code | 02019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN D EARL | ||||||||
| 137 SOUTH STREET | HOLLISTON | MA | 01746 | PRESIDENT/TREASURER | 1.00 | 0 | 0 | 0 |
| DENISE F EARL | ||||||||
| 137 SOUTH STREET | HOLLISTON | MA | 01746 | CLERK | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 248815 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11218 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 260033 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 260033 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3900 | CashDeemedCharitable |
| Net Noncharitable Assets | 256133 | NetNoncharitableAssets |
| Minimum Investment Return | 12807 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12807 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 206 | TaxBasedOnInvestmentIncome |
| Total Tax | 206 | TotalTax |
| Distributable Amount Before Adj | 12601 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 12601 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 12601 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 11398 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 11398 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 11398 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 12601 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 10314 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 11398 | QualifyingDistributions |
| Applied To Year1 | 10314 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1084 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 11517 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOHN D EARL | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 JEFFERSON PLACE | AddressLine1 |
| City | BELLINGHAM | City |
| State | MA | State |
| ZIP Code | 02019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5087335855 | RecipientPhoneNumber |
| Form And Info And Materials | NO PARTICULAR FORM IS REQUIRED. APPLICANT MUST BE SPECIFIC AS TO CHARITABLE PURPOSE OF FUNDS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HOLLISTON PANTRY SHELF | |||||||
| 23 WATER STREET 1F | HOLLISTON | MA | 01746 | NONE | PUBLIC CHARITY | TO PURCHASE FOOD FOR THE FOOD PANTRY | $2,750 |
| NEW ENGLAND CHAPEL | |||||||
| 40 RENWOOD CIRCLE | FRANKLIN | MA | 02038 | NONE | PUBLIC CHARITY | TO SUPPORT LOCAL CHURCH | $1,500 |
| PROJECT JUST BECAUSE | |||||||
| 86 SOUTH STREET | HOPKINTON | MA | 01748 | NONE | PUBLIC CHARITY | TO PROVIDE A VARIETY OF SUPPORT TO LOCAL NEEDY FAMIL | $4,000 |
| SPASTIC PARAPLEGIA FOUNDATION INC | |||||||
| PO BOX 1208 | FORSTON | GA | 31808 | NONE | PUBLIC CHARITY | RESEARCH GRANT | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 11000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,396 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,400 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4400 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $500 | Amount |
| Net Investment Income | 167 | NetInvestmentIncome |
| Disbursements Charitable Prps | 333 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BERKSHIRE HATHAWAY CL B | 7176 | 7176 |
| BERKSHIRE HATHAWAY CL A | 268120 | 268120 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ANNUAL REPORT AND PC FILING FEES | 50 | 0 | 50 |
| BANK FEES | 15 | 0 | 15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN (LOSS) | Description |
| Amount | $36,586 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2010 EXCISE TAX | Category |
| Amount | $147 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |