TAUBMAN FOUNDATION FOR THE ARTS: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TAUBMAN FOUNDATION FOR THE ARTS (EIN 27-3136632)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201203209349101530
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T13:06:40-08:00 | 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 | ALAN E KLINGER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2107 ELECTRIC ROAD SW SUITE 100 | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24018 | 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 | 273136632 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAUBMAN FOUNDATION FOR THE ARTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TAUB | NameControl |
| Phone | 5407774506 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 COLONNADE DR | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS A BARBOUR | Name |
| Title | ASS'T TREASURER | Title |
| Phone | 5407774506 | Phone |
| Date Signed | 2012-08-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN E KLINGER CPA | Name |
| Phone | 5409897340 | Phone |
| Date Prepared | 2012-11-15 | 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 | 3648964 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6839350 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 444 | InterestOnSavingsRevAndExpnss |
| Dividends Rev And Expnss | 7500 | DividendsRevAndExpnss |
| Net Gain Sale Assets Rev And Expnss | 79071 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3138571 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6926365 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 1625 | LegalFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 17000 | OtherProfFeesRevAndExpnss |
| Taxes Rev And Expnss | 175 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 18800 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3560625 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3579425 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3346940 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 100017 | CashBOY |
| Cash EOY | 167464 | CashEOY |
| Cash EOYFMV | 167464 | CashEOYFMV |
| Investments Corp Stock EOY | 3279500 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3481500 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 100017 | TotalAssetsBOY |
| Total Assets EOY | 3446964 | TotalAssetsEOY |
| Total Assets EOYFMV | 3648964 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 100017 | UnrestrictedBOY |
| Unrestricted EOY | 3446964 | UnrestrictedEOY |
| Total Net Assets BOY | 100017 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3446964 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 100017 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3446964 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 100017 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3346940 | ExcessOfRevenueOverExpenses |
| Other Increases | 7 | OtherIncreases |
| Subtotal | 3446964 | Subtotal |
| Total Net Assets Fund Balances EOY | 3446964 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Amount Credited To Next Year | 0 | 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 | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | 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 | GIL COBLENTZ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5407774506 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 COLONNADE DRIVE STE 300 | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24018 | 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 |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS F TAUBMAN | ||||||||
| 2965 COLONNADE DRIVE | ROANOKE | VA | 24018 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| EUGENIA L TAUBMAN | ||||||||
| 2818 AVENHAM AVENUE | ROANOKE | VA | 24018 | VP AND DIRECTOR | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | NICHOLAS F TAUBMAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 COLONNADE DR STE 300 | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5407774500 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER FROM THE ORGANIZATION WITH PURPOSE MATERIALS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PAID | CONTRIBUTION | $1,750,000 |
| SMITHSONIAN INSTITUTE | ||||||
| 14TH ST CONSTITUTION AVE | WASHINGTON | DC | 20560 | PAID | CONTRIBUTION | $5,000 |
| APPLE RIDGE FARM | ||||||
| 541 LUCK AVE | ROANOKE | VA | 24016 | PAID | GRANT | $25,000 |
| ARTS COUNCIL OF OF THE BLUE RIDGE | ||||||
| 20 CHURCH AVE | ROANOKE | VA | 24015 | PAID | GRANT | $50,000 |
| BLUE RIDGE PBS | ||||||
| 1215 MCNEAL DRIVE | ROANOKE | VA | 24015 | PAID | GRANT | $25,000 |
| GRANDIN THEATRE FOUNDATION | ||||||
| 1310 GRANDIN ROAD | ROANOKE | VA | 24015 | PAID | GRANT | $50,000 |
| HARRISON MUSEUM OF AFRICAN AMERICAN CULTURE | ||||||
| PO BOX 12544 | ROANOKE | VA | 24026 | PAID | GRANT | $25,000 |
| HISTORICAL SOCIETY OF WESTERN VIRGINIA | ||||||
| PO BOX 1904 | ROANOKE | VA | 24008 | PAID | GRANT | $100,000 |
| THE JEFFERSON CENTER FOUNDATION | ||||||
| 541 LUCK AVE STE 221 | ROANOKE | VA | 24016 | PAID | GRANT | $100,000 |
| LOCAL COLORS OF SW VIRGINIA | ||||||
| 510 LUCK AVE STE 228 | ROANOKE | VA | 24016 | PAID | GRANT | $50,000 |
| OPERA ROANOKE | ||||||
| 1 MARKET SQ 2ND FLOOR | ROANOKE | VA | 24011 | PAID | GRANT | $100,000 |
| ROANOKE CHILDREN'S THEATRE | ||||||
| PO BOX 4392 | ROANOKE | VA | 24015 | PAID | GRANT | $100,000 |
| ROANOKE SYMPHONY ORCHESTRA | ||||||
| 540 LUCK AVE SW | ROANOKE | VA | 24016 | PAID | GRANT | $100,000 |
| SALEM MUSEUM | ||||||
| 801 E MAIN STREET | SALEM | VA | 24153 | PAID | GRANT | $50,000 |
| SCIENCE MUSEUM OF WESTERN VA | ||||||
| 1 MARKET SQ 4TH FL | ROANOKE | VA | 24011 | PAID | GRANT | $100,000 |
| SOUTHWEST VIRGINIA BALLET COMPANY | ||||||
| PO BOX 3275 | ROANOKE | VA | 24015 | PAID | GRANT | $50,000 |
| STUDIO ROANOKE INC | ||||||
| 30 CAMPBELL AVE SW | ROANOKE | VA | 24011 | PAID | GRANT | $25,000 |
| TAUBMAN MUSEUM OF ART | ||||||
| 110 SALEM AVE | ROANOKE | VA | 24011 | PAID | GRANT | $345,625 |
| VIRGINIA MUSEUM OF TRANSPORTATION | ||||||
| 303 NORFOLK AVE SW | ROANOKE | VA | 24016 | PAID | GRANT | $100,000 |
| CENTER IN THE SQUARE | ||||||
| ONE MARKET SQUARE 5TH FL | ROANOKE | VA | 24011 | PAID | GRANT | $100,000 |
| MERCERSBERG ACADEMY | ||||||
| 300 EAST SEMINARY ST | MERCERSBERG | PA | 17236 | PAID | GRANT | $5,000 |
| GEORGE W BUSH FOUNDATION | ||||||
| 6116 N CENTRAL EXPRESSWAY STE 400 | DALLAS | TX | 75206 | PAID | CONTRIBUTION | $250,000 |
| UNITED WAY OF ROANOKE VALLEY | ||||||
| 325 CAMPBELL AVE | ROANOKE | VA | 24016 | PAID | CONTRIBUTION | $10,000 |
| VA HISTORICAL SOCIETY | ||||||
| 428 NORTH BOULEVARD | RICHMOND | VA | 23221 | PAID | CONTRIBUTION | $10,000 |
| BRADLEY FREE CLINIC | ||||||
| 1240 3RD STREET | ROANOKE | VA | 24016 | PAID | CONTRIBUTION | $10,000 |
| MAYO CLINIC | ||||||
| 200 1ST STREET | ROCHESTER | NY | 55905 | PAID | CONTRIBUTION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3560625 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $444 | UnrelatedBusinessIncomeAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $7,500 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $79,071 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $87,015 | UnrelatedBusinessIncomeAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 87015 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | NICHOLAS F TAUBMAN | 2965 COLONNADE DRIVE | ROANOKE | VA | 24018 | 500000 | X | |
| 2 | NICHOLAS F TAUBMAN | 2965 COLONNADE DRIVE | ROANOKE | VA | 24018 | 6339000 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 50,000 SHARES AAP STOCK | 3059500 | 2011-01-06 |
| 2 | 50,000 SHARES OF AAP STOCK | 3279500 | 2011-05-03 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Basis MethodBasisMethod | Total NetTotalNet |
|---|---|---|---|---|---|---|---|
| BROKER | |||||||
| AAP STOCK | 2011-01 | Donated | 2011-01 | 1504207 | 1529750 | FMV | -25543 |
| BROKER | |||||||
| AAP STOCK | 2011-05 | Donated | 2011-05 | 1634364 | 1529750 | 104614 | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | AAP 50,000 SHARES | NameOfStock |
| EOY Book Value | 3279500 | EOYBookValue |
| EOYFMV | 3481500 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| MOSS & ROCOVICH LEGAL | $125 |
| MOSS & ROCOVICH LEGAL | $1,500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX EXEMPT INTEREST | Description |
| Amount | $7 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRYAN & JORDAN PROFESSIONAL PROGRAM | Category |
| Amount | $17,000 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| VA SCC FEE | $25 |
| EMA ANNUAL FEE | $150 |
Comments