TURKANIS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TURKANIS FAMILY FOUNDATION (EIN 20-8678978)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-03
- IRS object ID
- 201321289349100832
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-03T04:47:51-00:00 | 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 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 208678978 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turkanis Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TURK | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barry S Turkanis | Name |
| Title | President | Title |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-05-03 | 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 | 314386 | 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 |
| Interest On Savings Rev And Expnss | 66 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 66 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12599 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12599 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -5450 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 87339 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 7215 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12665 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 6686 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 6686 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6686 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6686 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 45950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 45950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 52636 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52636 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -45421 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12665 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 81319 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 33592 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 33592 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 249930 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 252236 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 280794 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 331249 | TotalAssetsBOY |
| Total Assets EOY | 285828 | TotalAssetsEOY |
| Total Assets EOYFMV | 314386 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 331249 | RetainedEarningsBOY |
| Retained Earnings EOY | 285828 | RetainedEarningsEOY |
| Total Net Assets BOY | 331249 | TotalNetAssetsBOY |
| Total Net Assets EOY | 285828 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 331249 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 285828 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 331249 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -45421 | ExcessOfRevenueOverExpenses |
| Subtotal | 285828 | Subtotal |
| Total Net Assets Fund Balances EOY | 285828 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 87339 | GrossSalesPrice |
| Cost Or Other Basis | 92789 | CostOrOtherBasis |
| Gain Or Loss | -5450 | GainOrLoss |
| Gains Minus Excess Or Losses | -5450 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -5450 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 32013 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 333143 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.096094 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 108122 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 373835 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.289224 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 90747 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 367762 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.246755 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 30745 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 324883 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.094634 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 9032 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 172419 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.052384 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.779091 | TotalDistributionRatio |
| Average Distribution Ratio | 000.155818 | AverageDistributionRatio |
| Net Noncharitable Assets | 310507 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 48383 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 127 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 48510 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 52636 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 127 | InvestmentIncomeExciseTax |
| Subtotal | 127 | Subtotal |
| Tax Based On Investment Income | 127 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 80 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 80 | TotalCreditsAndPayments |
| Tax Paid Original Return | 80 | TaxPaidOriginalReturn |
| Tax Due | 47 | 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 | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| 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 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 |
| Business Holdings | false | BusinessHoldings |
| 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 |
| 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 |
|---|---|---|---|---|---|---|
| Amanda Turkanis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP | 001.00 | 0 |
| Barry S Turkanis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Pres / Dir / Sec | 001.00 | 0 |
| David Turkanis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP | 001.00 | 0 |
| Ellen Turkanis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP / Dir | 001.00 | 0 |
| Jeffrey Turkanis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | VP | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 274155 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 41081 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 315236 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 315236 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4729 | CashDeemedCharitable |
| Net Noncharitable Assets | 310507 | NetNoncharitableAssets |
| Minimum Investment Return | 15525 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15525 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 127 | TaxBasedOnInvestmentIncome |
| Total Tax | 127 | TotalTax |
| Distributable Amount Before Adj | 15398 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 15398 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 15398 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52636 | ExpensesAndContributions |
| Qualifying Distributions | 52636 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 127 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 52509 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15398 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 4249 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 18635 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 72633 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 92316 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15812 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 203645 | TotalExcessDistriCarryover |
| Qualifying Distributions | 52636 | QualifyingDistributions |
| Applied To Current Year | 15398 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 37238 | RemainingDistriFromCorpus |
| Total Corpus | 240883 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 4249 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 236634 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 18635 | ExcessFromYear4 |
| Excess From Year3 | 72633 | ExcessFromYear3 |
| Excess From Year2 | 92316 | ExcessFromYear2 |
| Excess From Year1 | 15812 | ExcessFromYear1 |
| Excess From Current Year | 37238 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Barry S Turkanis | ContributingManager |
| Contributing Manager | Ellen Turkanis | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE-BOSTON | |||||||
| 40 COURT ST | BOSTON | MA | 02108 | N/A | 509a1 | General Unrestricted | $750 |
| ANTI-DEFAMATION LEAGUE-BOSTON | |||||||
| 40 COURT ST | BOSTON | MA | 02108 | N/A | 509a1 | YLC Associate Board | $500 |
| AVIV FOUNDATION INC | |||||||
| 330 PARADISE RD | SWAMPSCOTT | MA | 01907 | N/A | 509a1 | General Unrestricted | $500 |
| CONGREGATION SHIRAT HAYAM NORTH SHORE | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | 509a1 | General Unrestricted | $12,000 |
| CONGREGATION SHIRAT HAYAM NORTH SHORE | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | 509a1 | Capital Fund | $18,000 |
| CONGREGATION SHIRAT HAYAM NORTH SHORE | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | 509a1 | Cantor Fund Raiser | $5,000 |
| CREATIVE ARTS WORKSHOPS FOR KIDS INC | |||||||
| 520 8TH AVE 11TH FL | NEW YORK | NY | 10018 | N/A | 509a1 | Charitable Event | $1,500 |
| ELI & BESSIE COHEN HILLEL ACADEMY | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | 509a1 | General Unrestricted | $1,600 |
| JEWISH FAMILY AND CHILDRENS SERVICE INC | |||||||
| 2 E INDIA SQ NO 200 | SALEM | MA | 01970 | N/A | 509a1 | Charitable Event | $2,500 |
| JEWISH FED OF THE NORTH SHORE INC | |||||||
| 39 NORMAN ST STE 302 | SALEM | MA | 01970 | N/A | 509a1 | General Unrestricted | $2,500 |
| SCHOLARSHIP AMERICA INC | |||||||
| PO BOX 4 | MARBLEHEAD | MA | 01945 | N/A | 509a2 | General Unrestricted | $100 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | 509a1 | NYC REX Committee | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 45950 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $66 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,599 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$5,450 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,215 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7215 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 87339 | GrossSalesPrice |
| Basis | 92789 | Basis |
| Total Net | -5450 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 500 shares of ALTRIA GROUP INC | 13000 | 15720 |
| 1500 shares of GENERAL ELECTRIC CO | 25785 | 31485 |
| 5100 shares of GOLDMAN SACHS GROUP INC PFD - FLOAT | 93193 | 105519 |
| 1000 shares of JOHNSON JOHNSON | 63518 | 70100 |
| 2500 shares of NEWCASTLE | 19800 | 21700 |
| 3000 shares of PEOPLES UNITED FINANCIAL, INC. | 36940 | 36270 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 6661 | 6661 |
| State or Local Filing Fees | 25 | 25 |
Comments