HARRIS COY FOUNDATION TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS COY FOUNDATION TR (EIN 22-3750768)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201331339349102553
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T18:08:50-05:00 | 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 | 750 ROUTE 202 SOUTH SUITE 500 | AddressLine1 |
| City | BRIDGEWATER | City |
| State | NJ | State |
| ZIP Code | 08807 | 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 | 223750768 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARRIS-COY FOUNDATION TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ADELAIDE COY | InCareOfName |
| Name Control | HARR | NameControl |
| Phone | 7723400768 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MCCA MAIL 5650 SW MAPP ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PALM CITY | City |
| State | FL | State |
| ZIP Code | 34990 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | adelaide coy | Name |
| Title | manager | Title |
| Phone | 7723400768 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACK MEOLA CPA | Name |
| Phone | 9082185002 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 679836 | 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 |
| Interest On Savings Rev And Expnss | 535 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 535 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 17509 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17509 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10358 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 291274 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10358 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 28402 | TotalRevenueAndExpenses |
| Total Net Investment Income | 28402 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1350 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1350 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 492 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 8842 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4421 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 12034 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5771 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1350 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 49534 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5771 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 38850 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -21132 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22631 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7388 | CashBOY |
| Cash EOY | 3694 | CashEOY |
| Cash EOYFMV | 3694 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 25000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 0 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 0 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 614614 | InvestmentsOtherBOY |
| Investments Other EOY | 622683 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 676142 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 647002 | TotalAssetsBOY |
| Total Assets EOY | 626377 | TotalAssetsEOY |
| Total Assets EOYFMV | 679836 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1779651 | CapitalStockBOY |
| Capital Stock EOY | 1779651 | CapitalStockEOY |
| Retained Earnings BOY | -1132649 | RetainedEarningsBOY |
| Retained Earnings EOY | -1153274 | RetainedEarningsEOY |
| Total Net Assets BOY | 647002 | TotalNetAssetsBOY |
| Total Net Assets EOY | 626377 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 647002 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 626377 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 647002 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -21132 | ExcessOfRevenueOverExpenses |
| Other Increases | 507 | OtherIncreases |
| Subtotal | 626377 | Subtotal |
| Total Net Assets Fund Balances EOY | 626377 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH A/C # 7H1-02001 - SEE ATTACHED | P | 14846 | 14932 | -86 | -86 | ||
| MERRILL LYNCH A/C # 7H1-02001 - SEE ATTACHED | P | 239542 | 228303 | 11239 | 11239 | ||
| MERRILL LYNCH A/C # 7H1-02001 - SEE ATTACHED | P | 9090 | 8260 | 830 | 830 | ||
| CD SYNOVUS BANK | P | 25000 | 25000 | 2009-08-27 | 2012-09-11 | ||
| TRANSACTION COSTS | 3898 | -3898 | -3898 | ||||
| TRANSACTION COSTS | 523 | -523 | -523 | ||||
| CAPITAL GAIN DIVIDENDS | P | 2796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10358 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 38736 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 703051 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055097 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 41335 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 681007 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060697 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 51282 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 636586 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.080558 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 51413 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 743223 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.069176 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53300 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 847981 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.062855 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.328383 | TotalDistributionRatio |
| Average Distribution Ratio | 0.065677 | AverageDistributionRatio |
| Net Noncharitable Assets | 681730 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 44774 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 226 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 45000 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 38850 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 453 | InvestmentIncomeExciseTax |
| Subtotal | 453 | Subtotal |
| Tax Based On Investment Income | 453 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 233 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 233 | TotalCreditsAndPayments |
| Tax Due | 220 | 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 |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| 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 |
| States Filed With | FL | 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 | ADELAIDE COY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7723400266 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MCCA MAIL 5650 SW MAPP ROAD | AddressLine1 |
| City | PALM CITY | City |
| State | FL | State |
| ZIP Code | 34990 | 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 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 |
|---|---|---|---|---|---|---|---|---|
| ADELAIDE H COY | ||||||||
| MCCA MAIL 5650 SW MAPP ROAD | palm city | FL | 34990 | MANAGER | 0 | 0 | 0 | 0 |
| JOHN REYNOLDS | ||||||||
| po box 408 | new milford | PA | 118340408 | MANAGER | 0 | 0 | 0 | 0 |
| MARIA SILVAGNI | ||||||||
| 82 Mountain Avenue | Gillette | NJ | 07933 | MANAGER | 0 | 0 | 0 | 0 |
| EDMUND G WARREN | ||||||||
| 57 East Shore Drive | Denville | NJ | 07834 | MANAGER | 0 | 0 | 0 | 0 |
| TIMOTHY COY | ||||||||
| 2801 1ST AVENUE 214 | Seattle | WA | 98121 | MANAGER | 0 | 0 | 0 | 0 |
| VALERIE WHITE | ||||||||
| 14 East 4th Street Apartment 1103 | New York | NY | 10012 | MANAGER | 0 | 0 | 0 | 0 |
| MEAGAN COY | ||||||||
| 92 Fairmont Road | Califon | NJ | 07780 | MANAGER | 0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 663095 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 29017 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 692112 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 692112 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10382 | CashDeemedCharitable |
| Net Noncharitable Assets | 681730 | NetNoncharitableAssets |
| Minimum Investment Return | 34087 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34087 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 453 | TaxBasedOnInvestmentIncome |
| Total Tax | 453 | TotalTax |
| Distributable Amount Before Adj | 33634 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 33634 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 33634 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 38850 | 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 | 38850 | QualifyingDistributions |
| Adj Qualifying Distributions | 38850 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33634 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 11982 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 14653 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 19697 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7486 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3790 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 57608 | TotalExcessDistriCarryover |
| Qualifying Distributions | 38850 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 33634 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 5216 | RemainingDistriFromCorpus |
| Total Corpus | 62824 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 11982 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 50842 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 14653 | ExcessFromYear4 |
| Excess From Year3 | 19697 | ExcessFromYear3 |
| Excess From Year2 | 7486 | ExcessFromYear2 |
| Excess From Year1 | 3790 | ExcessFromYear1 |
| Excess From Current Year | 5216 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Hope Rural School | |||||||
| 15929 SW 150th St | Indiantown | FL | 34956 | none | public charity | UNRESTRICTED USE BY DONEE | $2,500 |
| JERSEY BATTERED WOMEN'S SERVICE | |||||||
| PO BOX 1437 | MORRISTOWN | NJ | 07962 | NONE | PUBLIC CHARITY | UNRESTRICTED USE BY DONEE | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $535 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,509 | 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 | $10,358 | 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 | $28,402 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 28402 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumber |
| Relationship Statement | ALL CONTRIBUTIONS ARE UTILIZED TO PROMOTE, ENCOURAGE AND ASSIST IN THE SUPPORT AND DEVELOPMENT OF CHARITABLE ACTIVITIES AS THOSE TERMS ARE DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED. | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,700 | Amount |
| Net Investment Income | 1350 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1350 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 622683 | BookValue |
| EOYFMV | 676142 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 8842 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4421 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAX EXEMPT INTEREST | $180 |
| SECURITIES IN TRANSIT | $327 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL INCOME TAX | $200 |
| FOREIGN INCOME TAX | $292 |
Comments