THE JOHN AND CHARLOTTE GILMORE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN AND CHARLOTTE GILMORE FOUNDATION (EIN 13-3545181)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-08-27
- IRS object ID
- 201342399349100604
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-27T13:44:08-07:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 606 TAX SERVICES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 S LA SALLE ST STE 606 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606051076 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133545181 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN AND CHARLOTTE GILMORE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 6308507759 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CHARLOTTE GILMORE 8 LONGWOOD DR | AddressLine1 |
| City | HINSDALE | City |
| State | IL | State |
| ZIP Code | 60521 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLOTTE L GILMORE | Name |
| Title | TRUSTEE | Title |
| Phone | 6308507759 | Phone |
| Date Signed | 2013-07-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS J DWYER | Name |
| Phone | 3127865959 | Phone |
| Self Employed | X | SelfEmployed |
| 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 175005 | 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 | 3260 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3260 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8959 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 41843 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 8959 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 12219 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12219 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1525 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 915 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 610 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4106 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 106 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 4000 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 55 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 40 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5686 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1061 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4625 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 96500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 96500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 102186 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1061 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 101125 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -89967 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11158 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8789 | CashBOY |
| Cash EOY | 11709 | CashEOY |
| Cash EOYFMV | 11709 | CashEOYFMV |
| Investments Corp Stock BOY | 238617 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 163296 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 163296 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 247406 | TotalAssetsBOY |
| Total Assets EOY | 175005 | TotalAssetsEOY |
| Total Assets EOYFMV | 175005 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 247406 | CapitalStockBOY |
| Capital Stock EOY | 175005 | CapitalStockEOY |
| Total Net Assets BOY | 247406 | TotalNetAssetsBOY |
| Total Net Assets EOY | 175005 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 247406 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 175005 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 247406 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -89967 | ExcessOfRevenueOverExpenses |
| Other Increases | 17566 | OtherIncreases |
| Subtotal | 175005 | Subtotal |
| Total Net Assets Fund Balances EOY | 175005 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | GOLDMAN SACHS (-06257-6) - LT | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2011-07-01 | DateAcquired |
| Date Sold | 2013-06-30 | DateSold |
| Gross Sales Price | 41843 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 32884 | CostOrOtherBasis |
| Gain Or Loss | 8959 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | 8959 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 8959 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 91321 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 286055 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.319243 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 61477 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 318734 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.192879 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 208964 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 320658 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.651673 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 136707 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 417983 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.327064 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 298808 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 559858 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.533721 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.024580 | TotalDistributionRatio |
| Average Distribution Ratio | 0.404916 | AverageDistributionRatio |
| Net Noncharitable Assets | 216875 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 87816 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 112 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 87928 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 101125 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 112 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 112 | Subtotal |
| Tax Based On Investment Income | 112 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3726 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3726 | TotalCreditsAndPayments |
| Original Return Overpayment | -3726 | OriginalReturnOverpayment |
| Overpayment | 3614 | Overpayment |
| Amount Credited To Next Year | 3614 | AmountCreditedToNextYear |
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 |
| States Filed With | IL | 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 Person Name | CHARLOTTE L GILMORE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6308507759 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 LONGWOOD DRIVE | AddressLine1 |
| City | BURR RIDGE | City |
| State | IL | State |
| ZIP Code | 60521 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE L GILMORE | ||||||||
| 8 LONGWOOD DRIVE | BURR RIDGE | IL | 60521 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JOHN F GILMORE III | ||||||||
| 2154 W ROSCOE 1 | CHICAGO | IL | 60618 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CHRISTOPHER D GILMORE | ||||||||
| 8 LONGWOOD DRIVE | BURR RIDGE | IL | 60521 | TRUSTEE | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 170267 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 49911 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 220178 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 220178 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3303 | CashDeemedCharitable |
| Net Noncharitable Assets | 216875 | NetNoncharitableAssets |
| Minimum Investment Return | 10844 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10844 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 112 | TaxBasedOnInvestmentIncome |
| Total Tax | 112 | TotalTax |
| Distributable Amount Before Adj | 10732 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 10732 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 10732 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 101125 | ExpensesAndContributions |
| Qualifying Distributions | 101125 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 112 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 101013 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10732 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 275414 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 115929 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 192951 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 45614 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 77292 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 707200 | TotalExcessDistriCarryover |
| Qualifying Distributions | 101125 | QualifyingDistributions |
| Applied To Current Year | 10732 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 90393 | RemainingDistriFromCorpus |
| Total Corpus | 797593 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 275414 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 522179 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 115929 | ExcessFromYear4 |
| Excess From Year3 | 192951 | ExcessFromYear3 |
| Excess From Year2 | 45614 | ExcessFromYear2 |
| Excess From Year1 | 77292 | ExcessFromYear1 |
| Excess From Current Year | 90393 | ExcessFromCurrentYear |
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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOLDMAN SACHS 71 S WACKER DR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501(c)(3)501(c)(3) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL | PurposeOfGrantOrContribution |
| Amount | $96,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 96500 | 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 | $3,260 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $8,959 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,219 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 12219 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | THOMAS J. DWYER & ASSOC. TAX PREPARATION FEE | Category |
| Amount | $1,525 | Amount |
| Net Investment Income | 915 | NetInvestmentIncome |
| Disbursements Charitable Prps | 610 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GOLDMAN SACHS (-06257-6) - LT | Name |
| Date Acquired | 2012-07 | DateAcquired |
| How Acquired | Purchased | HowAcquired |
| Date Sold | 2013-06 | DateSold |
Purchaser Name PurchaserName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual | VARIOUS | Individual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | 41843 | GrossSalesPrice |
| Basis | 32884 | Basis |
| Basis Method | FMV | BasisMethod |
| Total Net | 8959 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | GOLDMAN SACHS & CO. | NameOfStock |
| EOY Book Value | 163296 | EOYBookValue |
| EOYFMV | 163296 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK SERVICE CHARGES | 40 | 40 | |
| ILLINOIS ATTORNEY GENERAL FILING | 15 | 15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARKET GAIN OR (LOSS) | Description |
| Amount | $17,566 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| 2011 EXTENSION PAYMENT | $4,000 | 4000 | |
| FOREIGN TAX PAID | $106 | 106 |
Comments