SCUDIERY FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SCUDIERY FAMILY FOUNDATION INC (EIN 22-3648325)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201331339349101018
- 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 Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T10:27:24-05:00 | 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 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2015 LINCOLN HWYPO BOX 988 | AddressLine1 |
| City | EDISON | City |
| State | NJ | State |
| ZIP Code | 08818 | 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 | 223648325 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCUDIERY FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARK SCUDIERY | InCareOfName |
| Name Control | SCUD | NameControl |
| Phone | 2012281024 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 FARMSTEAD ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NORTH CALDWELL | City |
| State | NJ | State |
| ZIP Code | 07006 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark W Scudiery | Name |
| Title | President | Title |
| Phone | 2012281024 | Phone |
| Date Signed | 2012-03-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOWARD KLEIN CPA | Name |
| Phone | 7322871000 | 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1018725 | 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 | 35103 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 35103 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 404 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 17474 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 404 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 35507 | TotalRevenueAndExpenses |
| Total Net Investment Income | 35507 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 315 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 3139 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 3454 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 54432 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 54432 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 57886 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 54432 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22379 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 35507 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2666 | CashBOY |
| Cash EOY | 18628 | CashEOY |
| Cash EOYFMV | 18268 | CashEOYFMV |
| Investments Other BOY | 675430 | InvestmentsOtherBOY |
| Investments Other EOY | 637089 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1000457 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 678096 | TotalAssetsBOY |
| Total Assets EOY | 655717 | TotalAssetsEOY |
| Total Assets EOYFMV | 1018725 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 398467 | CapitalStockBOY |
| Capital Stock EOY | 398467 | CapitalStockEOY |
| Retained Earnings BOY | 279629 | RetainedEarningsBOY |
| Retained Earnings EOY | 257250 | RetainedEarningsEOY |
| Total Net Assets BOY | 678096 | TotalNetAssetsBOY |
| Total Net Assets EOY | 655717 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 678096 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 655717 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 678096 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22379 | ExcessOfRevenueOverExpenses |
| Subtotal | 655717 | Subtotal |
| Total Net Assets Fund Balances EOY | 655717 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| DUKE ENERGY CORP, .344 SHARES | 2006-09-27 | 2012-07-02 | 23 | 18 | 5 | 5 |
| NISOURCE INC | 2005-09-01 | 2012-05-16 | 17419 | 17035 | 384 | 384 |
| KRAFT FOODS GROUP INC COM, .678 SHARES | 2005-09-01 | 2012-10-01 | 32 | 17 | 15 | 15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 404 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 67440 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 903030 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.074682 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 53951 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 828049 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.065154 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 15254 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 897229 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.017001 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 61217 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 853735 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.071705 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 56090 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1086066 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051645 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.280187 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056037 | AverageDistributionRatio |
| Net Noncharitable Assets | 835862 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 46839 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 355 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 47194 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 54432 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 355 | InvestmentIncomeExciseTax |
| Subtotal | 355 | Subtotal |
| Tax Based On Investment Income | 355 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 355 | 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 | NJ | 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 |
| Website Address | n/a | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK SCUDIERY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2012281024 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 FARMSTEAD ROAD | AddressLine1 |
| City | NORTH CALDWELL | City |
| State | NJ | State |
| ZIP Code | 07006 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MARK W SCUDIERY | ||||||
| 14 FARMSTEAD ROAD | NORTH CALDWELL | NJ | 07006 | PRESIDENT | 1.0 | 0 |
| CAROL ANN SCUDIERY | ||||||
| 14 FARMSTEAD ROAD | NORTH CALDWELL | NJ | 07006 | VICE PRES. | 0 | 0 |
| GINA M SCUDIERY | ||||||
| 14 FARMSTEAD ROAD | NORTH CALDWELL | NJ | 07006 | VICE PRES. | 0 | 0 |
| LISA M SCUDIERY | ||||||
| 14 FARMSTEAD ROAD | NORTH CALDWELL | NJ | 07006 | VICE PRES. | 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 | 837944 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10647 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 848591 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 848591 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12729 | CashDeemedCharitable |
| Net Noncharitable Assets | 835862 | NetNoncharitableAssets |
| Minimum Investment Return | 41793 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 41793 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 355 | TaxBasedOnInvestmentIncome |
| Total Tax | 355 | TotalTax |
| Distributable Amount Before Adj | 41438 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 41438 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 41438 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 54432 | 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 | 54432 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 355 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 54077 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 41438 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year4 | 11114 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 13147 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 22918 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 47179 | TotalExcessDistriCarryover |
| Qualifying Distributions | 54432 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 41438 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 12994 | RemainingDistriFromCorpus |
| Total Corpus | 60173 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 60173 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 11114 | ExcessFromYear4 |
| Excess From Year2 | 13147 | ExcessFromYear2 |
| Excess From Year1 | 22918 | ExcessFromYear1 |
| Excess From Current Year | 12994 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK W SCUDIERY | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Mark W Scudiery | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 Farmstead Rd | AddressLine1 |
| City | north caldwell | City |
| State | NJ | State |
| ZIP Code | 07006 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2012281024 | RecipientPhoneNumber |
| Form And Info And Materials | AVAILABLE UPON REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | AVAILABLE UPON REQUEST | SubmissionDeadlines |
| Restrictions On Awards | AVAILABLE UPON REQUEST | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| NOTRE DAME CHURCH | ||||||
| 359 CENTRAL AVENUE | NORTH CALDWELL | NJ | 07006 | 501(C)(3) | UNRESTRICTED GRANT FOR DONEE'S EXEMP | $11,022 |
| RUTGERS UNIVERSITY FOUNDAtion | ||||||
| 7 COLLEGE AVENUE WINANTS | NEW BRUNSWICK | NJ | 08901 | 501(C)(3) | UNRESTRICTED GRANT FOR DONEE'S EXEMP | $5,000 |
| HEMOPHILIA ASSOCIATION OF | ||||||
| 197 STATE ROUTE 18 206N | EAST BRUNSWICK | NJ | 08816 | 501(C)(3) | UNRESTRICTED GRANT FOR DONEE'S EXEMP | $36,000 |
| VARIOUS CHARITIES | ||||||
| 330 seventh avenue | new york | NY | 10001 | 501(C)(3) | UNRESTRICTED GRANT FOR DONEE'S EXEMP | $1,330 |
| The Children's Institute | ||||||
| 1 Sunset Ave | Verona | NJ | 07044 | 501(C)(3) | UNRESTRICTED GRANT FOR DONEE'S EXEMP | $1,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 54432 | 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 | $35,103 | 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 | $404 | 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 | $35,507 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35507 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - SMITH BARNEY | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 637089 | BookValue |
| EOYFMV | 1000457 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BROKERAGWE FEES | Description |
| Revenue And Expenses Per Books | 3139 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $315 | Amount |
Comments