SCHALON FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SCHALON FOUNDATION (EIN 38-3341098)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-10
- IRS object ID
- 201201929349100310
- 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
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-10T17:44:12-04:00 | 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 | SLEDER BUSINESS CONSULTING INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2265 SHIAWASEE LANE | AddressLine1 |
| City | Stevensville | City |
| State | MI | State |
| ZIP Code | 49127 | 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 | 383341098 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHALON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHA | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4418 TANGLEWOOD TRAIL | AddressLine1 |
| City | SAINT JOSEPH | City |
| State | MI | State |
| ZIP Code | 49085 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT SCHALON | Name |
| Title | TREASURER DIR | Title |
| Phone | 8585498741 | Phone |
| Date Signed | 2012-07-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JON F SLEDER | Name |
| Phone | 2694295667 | Phone |
| 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 | 4527387 | 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 | 66678 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 66678 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 66678 | TotalRevenueAndExpenses |
| Total Net Investment Income | 66678 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1550 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1550 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 1996 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1996 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 445 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 445 | TravConfMeetingNetInvstIncm |
| Other Expenses Rev And Expnss | 17241 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 17241 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 21232 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21232 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 265480 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 265480 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 286712 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21232 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 265480 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -220034 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 45446 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 450898 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 164216 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 164216 | SavingsAndTempCashInvstEOYFMV |
| Other Assets BOY | 4421411 | OtherAssetsBOY |
| Other Assets EOY | 4488059 | OtherAssetsEOY |
| Other Assets EOYFMV | 4363171 | OtherAssetsEOYFMV |
| Total Assets BOY | 4872309 | TotalAssetsBOY |
| Total Assets EOY | 4652275 | TotalAssetsEOY |
| Total Assets EOYFMV | 4527387 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4872309 | RetainedEarningsBOY |
| Retained Earnings EOY | 4652275 | RetainedEarningsEOY |
| Total Net Assets BOY | 4872309 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4652275 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4872309 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4652275 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4872309 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -220034 | ExcessOfRevenueOverExpenses |
| Subtotal | 4652275 | Subtotal |
| Total Net Assets Fund Balances EOY | 4652275 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 216400 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4609348 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046948 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 730880 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4475417 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.16331 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 251880 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4710251 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053475 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 288700 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5653054 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05107 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 234462 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4013736 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058415 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.373217 | TotalDistributionRatio |
| Average Distribution Ratio | 0.074643 | AverageDistributionRatio |
| Net Noncharitable Assets | 4771935 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 356192 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 454 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 356646 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 265480 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 909 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 909 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 909 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1650 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1650 | TotalCreditsAndPayments |
| Overpayment | 741 | Overpayment |
| Amount Credited To Next Year | 741 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Filed With | MI | StatesFiledWith |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Books In Care Of Person Name | SCOTT SCHALON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8585498741 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10982 TWINLEAF COURT | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92131 | ZIPCode |
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 |
|---|---|---|---|---|---|---|---|---|
| SCOTT SCHALON | ||||||||
| 10982 TWINLEAF COURT | SAN DIEGO | CA | 92131 | TREASURER DIR | 0 | 0 | 0 | 0 |
| SUSAN K SCHALON | ||||||||
| 5694 FOREST GLEN DRIVE | ADA | MI | 49301 | SECRETARY DIR | 0 | 0 | 0 | 0 |
| MARCELLA J SCHALON | ||||||||
| 4418 TANGLEWOOD TRAIL | SAINT JOSEPH | MI | 49085 | PRES DIRECTOR | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4533624 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 310980 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4844604 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4844604 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 72669 | CashDeemedCharitable |
| Net Noncharitable Assets | 4771935 | NetNoncharitableAssets |
| Minimum Investment Return | 238597 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 238597 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 909 | TaxBasedOnInvestmentIncome |
| Total Tax | 909 | TotalTax |
| Distributable Amount Before Adj | 237688 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 237688 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 237688 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 265480 | ExpensesAndContributions |
| Qualifying Distributions | 265480 | QualifyingDistributions |
| Adj Qualifying Distributions | 265480 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 237688 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 27431 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 8487 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 17291 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 514842 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 568051 | TotalExcessDistriCarryover |
| Qualifying Distributions | 265480 | QualifyingDistributions |
| Applied To Current Year | 237688 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 27792 | RemainingDistriFromCorpus |
| Total Corpus | 595843 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 27431 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 568412 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 8487 | ExcessFromYear4 |
| Excess From Year3 | 17291 | ExcessFromYear3 |
| Excess From Year2 | 514842 | ExcessFromYear2 |
| Excess From Current Year | 27792 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SUSAN SCHALON | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5694 FOREST GLEN DR | AddressLine1 |
| City | ADA | City |
| State | MI | State |
| ZIP Code | 49301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6166827815 | RecipientPhoneNumber |
| Form And Info And Materials | GRANT REQUESTS MUST BE SUBMITTED IN WRITING BEFORE DECEMBER 1 OF THE CURRENT YEAR REQUESTING ORGANIZATION MUST VERIFY THEIR EXEMPT STATUS | FormAndInfoAndMaterials |
| Submission Deadlines | DECEMBER 1 | SubmissionDeadlines |
| Restrictions On Awards | GRANTEE ORGANIZATION MUST BE SECTION 501C3 | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| BOX FACTORY FOR THE ARTS | |||||
| 1101 BROAD STREET | SAINT JOSEPH | MI | 49085 | SUMMER PROG FUND | $2,500 |
| CITADEL DANCE CENTER | |||||
| 204 WATER STREET | BENTON HARBOR | MI | 49022 | SCHOLARSHIPS | $10,000 |
| CORNERSTONE THERAPEUTIC RIDE | |||||
| 25201 CREEK HOLLOW DRIVE | RAMONA | CA | 92065 | GEN SUPPORT | $11,000 |
| DRESS FOR SUCCESS | |||||
| 1122 BROADWAY SUITE 200 | SAN DIEGO | CA | 92101 | GEN SUPPORT | $20,000 |
| GOODFELLOWS FUND ST JOSEPH | |||||
| 518 BROAD STREET | SAINT JOSEPH | MI | 49085 | GEN SUPPORT | $5,000 |
| HUMANE SOCIETY OF SW MICHIGAN | |||||
| 641 S CRYSTAL AVE | BENTON HARBOR | MI | 49022 | GEN SUPPORT | $10,000 |
| LEST WE FORGET | |||||
| 942 SIERRA DRIVE | BENTON HARBOR | MI | 49022 | SUMMER PROG FUND | $5,000 |
| LORYS PLACE FOR HOSPICE | |||||
| 445 UPTON DRIVE SUITE 9 | SAINT JOSEPH | MI | 49085 | FUNDRAISER | $5,000 |
| NILES COMMUNITY SCHOOLS | |||||
| 111 SPRUCE STREET | NILES | MI | 49120 | REACH FOR REINS | $4,000 |
| OPERA OF GRAND RAPIDS | |||||
| 161 OTTAWA NW | GRAND RAPIDS | MI | 49503 | FUNDING | $34,880 |
| SAMARITAN COUNSELING CENTER | |||||
| 1850 COLFAX | BENTON HARBOR | MI | 49022 | GEN SUPPORT | $3,000 |
| SARETT NATURE CENTER | |||||
| 2300 NORTH BENTON CENTER ROAD | BENTON HARBOR | MI | 49022 | GEN SUPPORT | $10,000 |
| SILVER BEACH CAROUSEL SOCIETY | |||||
| PO BOX 497 | SAINT JOSEPH | MI | 49085 | GEN FUNDING | $51,500 |
| SOUTHWEST MICHIGAN SYMPHONY | |||||
| 513 SHIP STREET | SAINT JOSEPH | MI | 49085 | SUMMER CONCERT | $72,100 |
| ST JOSEPH HIGH SCHOOL | |||||
| 2521 STADIUM DRIVE | SAINT JOSEPH | MI | 49085 | ROBOTICS TEAM | $1,000 |
| ST JOSEPH HIGH BAND | |||||
| 2521 STADIUM DRIVE | SAINT JOSEPH | MI | 49085 | FUNDRAISER | $2,500 |
| THE HERITAGE MUSEUM | |||||
| 601 MAIN STREET | SAINT JOSEPH | MI | 49085 | GEN SUPPORT | $10,000 |
| WATER STREET GLASSWORKS | |||||
| WATER STREET | BENTON HARBOR | MI | 49022 | VENTILATION SYST | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 265480 | 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 | $66,678 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | JACKSON LIFE ANNUITY | Description |
| Exclusion Code | 14 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,678 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 66678 | 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 | TAX PREPARATION | Category |
| Amount | $1,550 | Amount |
| Net Investment Income | 1550 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (15 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BERKSHIRE HATHAWAY | 9534 | 9534 | 114755 |
| CAPITAL WORLD BOND FUND | 343701 | 359795 | 464886 |
| EURO PACK GROWTH FUND | 273508 | 277472 | 241578 |
| GROWTH FUND OF AMERICA | 503870 | 507314 | 458761 |
| INCOME FUND OF AMERICA | 319771 | 332905 | 326349 |
| INVESTMENT COMPANY OF AMERICA | 215423 | 219452 | 194166 |
| NEW PERSPECTIVE FUND | 162969 | 164553 | 148354 |
| DAVIS NEW YORK VENTURE | 226749 | 228150 | 233765 |
| KEELEY SMALL CAP VALUE FUND | 90262 | 90262 | 90147 |
| LOOMIS SAYLES STRATEGIC INCOME FUND | 121062 | 129144 | 130567 |
| LINCOLN NATIONAL AMERICAN LEGACY | 325618 | 325618 | 10359 |
| FIDELITY ADVISOR NEW INSIGHTS FUND | 244758 | 245289 | 299592 |
| DELAWARE DIVERSIFIED INCOME FUND | 158039 | 169036 | 167421 |
| IVY ASSET STRATEGY | 261655 | 265043 | 272259 |
| JACKSON NATIONAL | 1164492 | 1164492 | 1210212 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| UBS FEES | 15521 | 15521 | 0 | 0 |
| CMF RENEWAL | 1700 | 1700 | 0 | 0 |
| MICH FILING FEE | 20 | 20 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | JACKSON LIFE ANNUITY | Description |
| Revenue And Expenses Per Books | 0 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL FEES | Category |
| Amount | $1,996 | Amount |
| Net Investment Income | 1996 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments