BRAME FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BRAME FOUNDATION INC (EIN 06-1433102)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201332279349100438
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T13:50:20-07:00 | 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 | OSTER & WHEELER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 WEST ST PO BOX 623 | AddressLine1 |
| City | KEENE | City |
| State | NH | State |
| ZIP Code | 03431 | 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 | 061433102 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAME FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRAM | NameControl |
| Phone | 2393317731 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 4th AVE N | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J YANCEY BRAME | Name |
| Title | President | Title |
| Date Signed | 2013-08-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BELINDA S OSTER CPA MST | Name |
| PTIN | P00033753 | PTIN |
| Phone | 6033524500 | 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 | 126321 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 2358 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2358 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10631 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 65600 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10631 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 22989 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12989 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 450 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 450 | AccountingFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 450 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 450 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9700 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 9700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 13289 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12989 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 25168 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 15475 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 15475 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 67316 | InvestmentsOtherBOY |
| Investments Other EOY | 90298 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 110846 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 92484 | TotalAssetsBOY |
| Total Assets EOY | 105773 | TotalAssetsEOY |
| Total Assets EOYFMV | 126321 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 92484 | CapitalStockBOY |
| Capital Stock EOY | 105773 | CapitalStockEOY |
| Total Net Assets BOY | 92484 | TotalNetAssetsBOY |
| Total Net Assets EOY | 105773 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 92484 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 105773 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 92484 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 13289 | ExcessOfRevenueOverExpenses |
| Subtotal | 105773 | Subtotal |
| Total Net Assets Fund Balances EOY | 105773 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10631 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 5450 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 111412 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04892 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 99677 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05719 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6025 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 88229 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06829 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8650 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 102369 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.08450 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 13174 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 118274 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.11139 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.37027 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07406 | AverageDistributionRatio |
| Net Noncharitable Assets | 118431 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 8770 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 130 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 8900 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 9700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 130 | InvestmentIncomeExciseTax |
| Subtotal | 130 | Subtotal |
| Tax Based On Investment Income | 130 | TaxBasedOnInvestmentIncome |
| Tax Due | 130 | 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 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | 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 | J YANCEY BRAME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2393317731 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 4TH AVE N | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34102 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| WILLIAM S BRAME | ||||||
| 490 4TH AVE N | NAPLES | FL | 34102 | Treasurer | 0.00 | 0 |
| J RAMSEY BRAME | ||||||
| 490 4TH AVE N | NAPLES | FL | 34102 | Secretary | 0.00 | 0 |
| TRACY C WAGONER | ||||||
| 83 SAND HILL ROAD | PETERBOROUGH | NH | 03458 | Vice President | 0.00 | 0 |
| J YANCEY BRAME | ||||||
| 490 4TH AVE N | NAPLES | FL | 34102 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation will distribute income and principal as the Trustees shall, from time to time, determine to organizations which qualify as public charities under section 501(c)(3) of the Internal Revenue Code. | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 99913 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 20322 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 120235 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 120235 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1804 | CashDeemedCharitable |
| Net Noncharitable Assets | 118431 | NetNoncharitableAssets |
| Minimum Investment Return | 5922 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5922 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 130 | TaxBasedOnInvestmentIncome |
| Total Tax | 130 | TotalTax |
| Distributable Amount Before Adj | 5792 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 5792 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 5792 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 9700 | ExpensesAndContributions |
| Qualifying Distributions | 9700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 130 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9570 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5792 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 3673 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1645 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 746 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 6064 | TotalExcessDistriCarryover |
| Qualifying Distributions | 9700 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5792 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3908 | RemainingDistriFromCorpus |
| Total Corpus | 9972 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 9972 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3673 | ExcessFromYear4 |
| Excess From Year3 | 1645 | ExcessFromYear3 |
| Excess From Year2 | 746 | ExcessFromYear2 |
| Excess From Current Year | 3908 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J YANCEY BRAME | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AVALON FOUNDATION | ||||||
| 40 EAST DOVER STREET | EASTON | MD | 21601 | NONE | GENERAL PURPOSE | $1,000 |
| OUTWARD BOUND | ||||||
| 2582 Riceville Road | ASHEVILLE | NC | 28805 | NONE | GENERAL PURPOSE/EDUCATIONAL | $250 |
| HOBART STATESMEN ATHLETIC ASSOCIATI | ||||||
| HOBART AND WILLIAM SMITH COLLEGES | GENEVA | NY | 14456 | NONE | GENERAL PURPOSE/ ATHLETIC | $250 |
| CORNELL UNIVERSITY | ||||||
| DAY HALL LOBBY | ITHACA | NY | 14853 | NONE | GENERAL PURPOSE/ EDUCATIONAL | $250 |
| COLLEGIATE SCHOOL | ||||||
| 260 WEST 78TH STREET | NEW YORK | NY | 10024 | NONE | GENERAL PURPOSE/ EDUCATIONAL | $250 |
| THE HERITAGE FOUNDATION | ||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | GENERAL PURPOSE/ EDUCATIONAL | $250 |
| TAFT SCHOOL | ||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | GENERAL PURPOSE/ EDUCATIONAL | $250 |
| COLUMBIA BUSINESS SCHOOL | ||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | NONE | GENERAL PURPOSE/ EDUCATIONAL | $250 |
| ALPHA PSI EDUCATIONAL TRUST | ||||||
| 810 UNIVERSITY AVE | ITHACA | NY | 14850 | NONE | GENERAL PURPOSE/ EDUCATIONAL | $250 |
| EMMANUEL CHURCH | ||||||
| NEW HARRISVILLE ROAD | DUBLIN | NH | 03444 | NONE | GENERAL PURPOSE/ RELIGIOUS | $1,250 |
| THE HILL SCHOOL | ||||||
| 717 EAST HIGH ST | POTTSTOWN | PA | 19464 | NONE | GENERAL PURPOSE/ EDUCATIONAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,358 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10631 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,358 | ExclusionAmount |
| Related Or Exempt Function Income | 10631 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12989 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | J YANCEY BRAME | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 490 4TH AVE N | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $450 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 450 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| VANGUARD BALANCED INDEX FUND | AT COST | 71659 | 80203 |
| VANGUARD 500 INDEX FUND INV | AT COST | 18639 | 30643 |
| VANGUARD ASSET ALLOCATION FUND | AT COST |
Comments