TURKANIS FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TURKANIS FAMILY FOUNDATION (EIN 20-8678978)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-02
- IRS object ID
- 201201309349101625
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-02T10:34:10-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 Turkanis | Name |
| Title | President | Title |
| Date Signed | 2012-05-02 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2012-05-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 312994 | 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 | 7222 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7222 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15578 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 328105 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15578 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 22800 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22800 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 777 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 6008 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 6008 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6785 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6008 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 26005 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 26005 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 32790 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 32013 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9990 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22800 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 54854 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 81319 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 81319 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 286385 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 249930 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 231675 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 341239 | TotalAssetsBOY |
| Total Assets EOY | 331249 | TotalAssetsEOY |
| Total Assets EOYFMV | 312994 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 341239 | RetainedEarningsBOY |
| Retained Earnings EOY | 331249 | RetainedEarningsEOY |
| Total Net Assets BOY | 341239 | TotalNetAssetsBOY |
| Total Net Assets EOY | 331249 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 341239 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 331249 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 341239 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9990 | ExcessOfRevenueOverExpenses |
| Subtotal | 331249 | Subtotal |
| Total Net Assets Fund Balances EOY | 331249 | 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 | 328105 | GrossSalesPrice |
| Cost Or Other Basis | 312527 | CostOrOtherBasis |
| Gain Or Loss | 15578 | GainOrLoss |
| Gains Minus Excess Or Losses | 15578 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15578 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 108122 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 373835 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.289224 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 90747 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 367762 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.246755 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 30745 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 324883 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.094634 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9032 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 172419 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.052384 | DistributionRatioYear4 |
| Total Distribution Ratio | 000.682997 | TotalDistributionRatio |
| Average Distribution Ratio | 000.170749 | AverageDistributionRatio |
| Net Noncharitable Assets | 333143 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 56884 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 228 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 57112 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 32013 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 456 | InvestmentIncomeExciseTax |
| Subtotal | 456 | Subtotal |
| Tax Based On Investment Income | 456 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 536 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 536 | TotalCreditsAndPayments |
| Tax Paid Original Return | 536 | TaxPaidOriginalReturn |
| Overpayment | 80 | Overpayment |
| Amount Credited To Next Year | 80 | 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 |
| 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 |
| Proceeds Or Net Income | true | ProceedsOrNetIncome |
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 | Vice President | 001.00 | 0 |
| Barry S Turkanis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | President / Director / Secretary | 001.00 | 0 |
| David Turkanis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Vice President | 001.00 | 0 |
| Ellen Turkanis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Vice President / Director | 001.00 | 0 |
| Jeffrey Turkanis | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Vice President | 001.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 246104 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 92112 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 338216 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 338216 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5073 | CashDeemedCharitable |
| Net Noncharitable Assets | 333143 | NetNoncharitableAssets |
| Minimum Investment Return | 16657 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 16657 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 456 | TaxBasedOnInvestmentIncome |
| Total Tax | 456 | TotalTax |
| Distributable Amount Before Adj | 16201 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 16201 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 16201 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 32013 | ExpensesAndContributions |
| Qualifying Distributions | 32013 | QualifyingDistributions |
| Adj Qualifying Distributions | 32013 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16201 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 4249 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 18635 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 72633 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 92316 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 187833 | TotalExcessDistriCarryover |
| Qualifying Distributions | 32013 | QualifyingDistributions |
| Applied To Current Year | 16201 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 15812 | RemainingDistriFromCorpus |
| Total Corpus | 203645 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 203645 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4249 | ExcessFromYear4 |
| Excess From Year3 | 18635 | ExcessFromYear3 |
| Excess From Year2 | 72633 | ExcessFromYear2 |
| Excess From Year1 | 92316 | ExcessFromYear1 |
| Excess From Current Year | 15812 | 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 (24 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 | 509(a)(1) | Young Leadership Celebration | $500 |
| ANTI-DEFAMATION LEAGUE-BOSTON | |||||||
| 40 COURT ST | BOSTON | MA | 02108 | N/A | 509(a)(1) | Tribute Book - Young Leadership Program | $500 |
| ANTI-DEFAMATION LEAGUE-BOSTON | |||||||
| 40 COURT ST | BOSTON | MA | 02108 | N/A | 509(a)(1) | Charitable Event | $1,000 |
| BET AM SHALOM SYNAGOGUE | |||||||
| 295 SOUNDVIEW AVE | WHITE PLAINS | NY | 10606 | N/A | 509(a)(1) | Rabbis Fund | $180 |
| CONGREGATION SHIRAT HAYAM NORTH SHO | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | 509(a)(1) | General Unrestricted | $4,600 |
| CONGREGATION SHIRAT HAYAM NORTH SHO | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | 509(a)(1) | Cantors Music Fund | $500 |
| CONGREGATION SHIRAT HAYAM NORTH SHO | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | 509(a)(1) | Rabbis Fund Program | $500 |
| CONGREGATION SHIRAT HAYAM NORTH SHO | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | 509(a)(1) | Charitable Event | $250 |
| CONGREGATION SHIRAT HAYAM NORTH SHO | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | 509(a)(1) | Capital Campaign | $9,000 |
| CREATIVE ARTS WORKSHOPS FOR KIDS IN | |||||||
| 520 8TH AVE 11TH FL | NEW YORK | NY | 10018 | N/A | 509(a)(1) | General Unrestricted | $1,500 |
| ELI BESSIE COHEN HILLEL ACADEMY | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | 509(a)(1) | Annual Tribute Book Program | $1,100 |
| ELI BESSIE COHEN HILLEL ACADEMY | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | 509(a)(1) | Dannys Way Project | $1,300 |
| FRIENDS OF THE MARBLEHEAD PUBLIC SC | |||||||
| PO BOX 718 | MARBELHEAD | MA | 01945 | N/A | 509(a)(1) | General Unrestricted | $100 |
| HOSPICE OF THE NORTH SHORE INC | |||||||
| 75 SYLVAN ST B-102 | DANVERS | MA | 01923 | N/A | 509(a)(2) | General Unrestricted | $100 |
| JEFFREY THOMAS KACE NBD FOUNDATION | |||||||
| 11 WILBRAVIEW DR | WILBRAHAM | MA | 01095 | N/A | 509(a)(1) | General Unrestricted | $100 |
| JEWISH FAMILY SERVICE OF THE NORTH | |||||||
| 2 E INDIA SQ NO 200 | SALEM | MA | 01970 | N/A | 509(a)(1) | General Unrestricted | $100 |
| JEWISH FEDERATION OF THE NORTH SHOR | |||||||
| 39 NORMAN ST STE 302 | SALEM | MA | 01970 | N/A | 509(a)(1) | General Unrestricted | $1,900 |
| JRC CHARITABLE FOUNDATION INC | |||||||
| 330 PARADISE RD | SWAMPSCOTT | MA | 01907 | N/A | 509(a)(1) | General Unrestricted | $375 |
| MY BROTHERS TABLE INC | |||||||
| 98 WILLOW ST | LYNN | MA | 01901 | N/A | 509(a)(1) | General Unrestricted | $100 |
| PARTNERS HEALTHCARE SYSTEM INC | |||||||
| 81 HIGHLAND AVE | SALEM | MA | 01970 | N/A | 509(a)(1) | Brigham Medicine Educational Fund | $100 |
| SCLERODERMA FOUNDATION NEW ENGLAND | |||||||
| 462 BOSTON ST STE 1-1 | TOPSFIELD | MA | 01983 | N/A | 509(a)(1) | Charitable Event | $300 |
| SUSAN G KOMEN BREAST CANCER FOUNDAT | |||||||
| PO BOX 27963 GPO | NEW YORK | NY | 10087 | N/A | 509(a)(1) | General Unrestricted | $250 |
| THE JEWISH COMMUNITY CENTER OF THE | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | 509(a)(2) | General Unrestricted | $1,000 |
| THE JEWISH COMMUNITY CENTER OF THE | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | 509(a)(2) | 100 Year Tribute Book Program | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 26005 | 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 | $7,222 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $15,578 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,800 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 22800 | 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 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 500 shares of ALTRIA GROUP INC MO | 13000 | 14825 |
| 1000 shares of GENERAL ELECTRIC CO GE | 16300 | 17910 |
| 8000 shares of GOLDMAN SACHS GROUP INC PFD - FLOAT GS-PA | 157112 | 133360 |
| 1000 shares of JOHNSON JOHNSON JNJ | 63518 | 65580 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 5983 | 5983 |
| State or Local Filing Fees | 25 | 25 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Estimated Tax for 2011 | $500 | 0 | 0 | 0 |
| IRS Excise Tax Payment with 1st ext 990PF | $277 | 0 | 0 | 0 |
Comments