PARSIFAL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PARSIFAL FOUNDATION (EIN 36-4157248)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-25
- IRS object ID
- 201211469349100656
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-25T12:32:36-07:00 | 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 | HAMILTON THIES & LORCH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S WACKER DR STE 3800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 364157248 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARSIFAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PARS | NameControl |
| Phone | 3122521500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 WEST MAPLE STREET | AddressLine1 |
| City | HINSDALE | City |
| State | IL | State |
| ZIP Code | 60521 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A FLETCHER | Name |
| Title | TRUSTEE | Title |
| Phone | 3122521500 | Phone |
| Date Signed | 2012-04-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD B THIES | Name |
| Phone | 3126508650 | 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 | 235048 | 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 |
| Interest On Savings Rev And Expnss | 21 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 21 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 8043 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8043 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 974 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22669 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 974 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3008 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3008 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 12046 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12046 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 125 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 125 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 72 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 72 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 197 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 197 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 21500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 21500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 21697 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 197 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 21500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9651 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11849 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 36778 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1346 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1346 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 186416 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 216797 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 233702 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 223194 | TotalAssetsBOY |
| Total Assets EOY | 218143 | TotalAssetsEOY |
| Total Assets EOYFMV | 235048 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 223194 | CapitalStockBOY |
| Capital Stock EOY | 218143 | CapitalStockEOY |
| Total Net Assets BOY | 223194 | TotalNetAssetsBOY |
| Total Net Assets EOY | 218143 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 223194 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 218143 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 223194 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9651 | ExcessOfRevenueOverExpenses |
| Other Increases | 26100 | OtherIncreases |
| Subtotal | 239643 | Subtotal |
| Other Decreases | 21500 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 218143 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | see schedule | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2003-06-20 | DateAcquired |
| Date Sold | 2011-03-15 | DateSold |
| Gross Sales Price | 22669 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 21695 | CostOrOtherBasis |
| Gain Or Loss | 974 | 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 | 974 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 974 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 15250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 222036 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.068683 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15250 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 189414 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.080511 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 242667 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095810 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 25720 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 306193 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.083999 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 26693 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 294033 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.090782 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.419785 | TotalDistributionRatio |
| Average Distribution Ratio | 0.083957 | AverageDistributionRatio |
| Net Noncharitable Assets | 242337 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20346 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 118 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20464 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 21500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 118 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 118 | Subtotal |
| Tax Based On Investment Income | 118 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 55 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 300 | TaxPaidWithExtension |
| Total Credits And Payments | 355 | TotalCreditsAndPayments |
| Original Return Overpayment | -355 | OriginalReturnOverpayment |
| Overpayment | 237 | Overpayment |
| Amount Credited To Next Year | 237 | 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 |
| Form990 T Filed | false | Form990TFiled |
| 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 | JAMES A FLETCHER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3122521500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 MAPLE STREET | AddressLine1 |
| City | HINSDALE | 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 |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES A FLETCHER | ||||||||
| 621 W MAPLE STREET | HINSDALE | IL | 60521 | Trustee | 10.00 | 0 | 0 | 0 |
| MARGARET G FLETCHER | ||||||||
| 621 W MAPLE STREET | HINSDALE | IL | 60521 | Trustee | 10.00 | 0 | 0 | 0 |
| LESLEY A FLETCHER | ||||||||
| 621 W MAPLE STREET | HINSDALE | IL | 60521 | Trustee | 5.00 | 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 | 210082 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35945 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 246027 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 246027 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3690 | CashDeemedCharitable |
| Net Noncharitable Assets | 242337 | NetNoncharitableAssets |
| Minimum Investment Return | 12117 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12117 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 118 | TaxBasedOnInvestmentIncome |
| Total Tax | 118 | TotalTax |
| Distributable Amount Before Adj | 11999 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 11999 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 11999 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 21500 | ExpensesAndContributions |
| Qualifying Distributions | 21500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 118 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 21382 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11999 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 10797 | UndistributedIncomePriorYear |
| Excess Distri Carryover Year5 | 27000 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 25950 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 23350 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 18750 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15250 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 110300 | TotalExcessDistriCarryover |
| Qualifying Distributions | 21500 | QualifyingDistributions |
| Remaining Distri From Corpus | 21500 | RemainingDistriFromCorpus |
| Total Corpus | 131800 | TotalCorpus |
| Taxable Amount2 | 10797 | TaxableAmount2 |
| Undistributed Income CY | 11999 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 27000 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 104800 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 25950 | ExcessFromYear4 |
| Excess From Year3 | 23350 | ExcessFromYear3 |
| Excess From Year2 | 18750 | ExcessFromYear2 |
| Excess From Year1 | 15250 | ExcessFromYear1 |
| Excess From Current Year | 21500 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JAMES A FLETCHER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 MAPLE STREET | AddressLine1 |
| City | HINSDALE | City |
| State | IL | State |
| ZIP Code | 60521 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| City | VARIOUS | City |
| State | IL | State |
| ZIP Code | 60000 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | see sch. | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | see schedule | PurposeOfGrantOrContribution |
| Amount | $21,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 21500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Related Or Exempt Function Income | 974 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 974 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 974 | 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 |
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 | See attached Schedule for Part IV | Name |
| How Acquired | Purchased | HowAcquired |
Purchaser Name PurchaserName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual | UNKNOWN | Individual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | 22669 | GrossSalesPrice |
| Basis | 21695 | Basis |
| Basis Method | FMV | BasisMethod |
| Total Net | 974 | TotalNet |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | contributions | Description |
| Amount | $21,500 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Capital Gain distribution | 2547 | 2547 |
| Non-dividend distribution | 461 | 461 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | increase in stock value | Description |
| Amount | $26,100 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax paid | Category |
| Amount | $72 | Amount |
| Net Investment Income | 72 | NetInvestmentIncome |
Comments