PLANTOWSKY FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PLANTOWSKY FAMILY FOUNDATION (EIN 76-0625289)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201221329349101957
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T17:19:33-05:00 | 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 | MARGOLIS PHIPPS & WRIGHT PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 POST OAK BLVD STE 900 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 770563009 | 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 | 760625289 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTOWSKY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % SCOTT R PLANTOWSKY | InCareOfName |
| Name Control | PLAN | NameControl |
| Phone | 7136649996 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4922 HOLLY | AddressLine1 |
| City | BELLAIRE | City |
| State | TX | State |
| ZIP Code | 77401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT R PLANTOWSKY | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136253500 | 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 | 704403 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 36 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 36 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 24656 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 24656 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7680 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7680 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7680 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 32372 | TotalRevenueAndExpenses |
| Total Net Investment Income | 32372 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1250 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1250 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 159 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 60 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 60 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 2719 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1310 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1250 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15650 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15650 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 18369 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1310 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16900 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14003 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31062 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2075 | CashBOY |
| Cash EOY | 8802 | CashEOY |
| Cash EOYFMV | 8802 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 20719 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 32813 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 32813 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1920 | AccountsReceivable |
| Accounts Receivable BOY | 1920 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1920 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1920 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 466000 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 461182 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 660868 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 490714 | TotalAssetsBOY |
| Total Assets EOY | 504717 | TotalAssetsEOY |
| Total Assets EOYFMV | 704403 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 490714 | RetainedEarningsBOY |
| Retained Earnings EOY | 504717 | RetainedEarningsEOY |
| Total Net Assets BOY | 490714 | TotalNetAssetsBOY |
| Total Net Assets EOY | 504717 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 490714 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 504717 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 490714 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14003 | ExcessOfRevenueOverExpenses |
| Subtotal | 504717 | Subtotal |
| Total Net Assets Fund Balances EOY | 504717 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAIN DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gain Or Loss | 7680 | GainOrLoss |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7680 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 59917 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 636942 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.09407 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 14723 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 509468 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.028899 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 28663 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 617233 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046438 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 38405 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 738191 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052026 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 28247 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 700057 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04035 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.261783 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052357 | AverageDistributionRatio |
| Net Noncharitable Assets | 692617 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 36263 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 311 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 36574 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16900 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 621 | InvestmentIncomeExciseTax |
| Subtotal | 621 | Subtotal |
| Tax Based On Investment Income | 621 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 296 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 296 | TotalCreditsAndPayments |
| Tax Due | 325 | TaxDue |
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 | TX | 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT R PLANTOWSKY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7136649996 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4922 HOLLY STREET | AddressLine1 |
| City | BELLAIRE | City |
| State | TX | State |
| ZIP Code | 77401 | 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 (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 R PLANTOWSKY | ||||||||
| 4922 HOLLY | BELLAIRE | TX | 77401 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| JOY K PLANTOWSKY | ||||||||
| 4922 HOLLY | BELLAIRE | TX | 77401 | SECRETARY | 0 | 0 | 0 | 0 |
| SAM L SUSSER | ||||||||
| PO BOX 9036 | CORPUS CHRISTI | TX | 78769 | DIRECTOR | 0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 669353 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 33811 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 703164 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 703164 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10547 | CashDeemedCharitable |
| Net Noncharitable Assets | 692617 | NetNoncharitableAssets |
| Minimum Investment Return | 34631 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34631 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 621 | TaxBasedOnInvestmentIncome |
| Total Tax | 621 | TotalTax |
| Distributable Amount Before Adj | 34010 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 34010 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 34010 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16900 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 16900 | QualifyingDistributions |
| Adj Qualifying Distributions | 16900 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 34010 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 2339 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 28656 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 30995 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16900 | QualifyingDistributions |
| Applied To Current Year | 16900 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 17110 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 17110 | ExcessDistriCyovAppliedCY |
| Total Corpus | 13885 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 13885 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 13885 | ExcessFromYear1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT R JOY K PLANTOWSKY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BETH YESHURUN | ||||||||
| 4525 BEECHNUT | HOUSTON | TX | 77096 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $6,000 | |
| JEWISH FEDERATION OF GREATER HOUSTON | ||||||||
| 5603 SOUTH BRAESWOOD BLVD | HOUSTON | TX | 770963998 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $5,000 | |
| JEWISH COMMUNITY CENTER | ||||||||
| 5601 S BRAESWOOD | HOUSTON | TX | 77096 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $250 | |
| SEVEN ACRES JEWISH SENIOR CARE SERVICES | ||||||||
| 6200 NORTH BRAESWOOD BOULEVARD | HOUSTON | TX | 77074 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $500 | |
| THE EMERYWEINER SCHOOL | ||||||||
| 9825 STELLA LINK | HOUSTON | TX | 77025 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,900 | HOUSTON TX 77025 |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 4635 SOUTHEAST FREEWAY SUITE 400 | HOUSTON | TX | 77027 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,000 | |
| ASPEN JEWISH CONGREGATION | ||||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | N/A | 501(C)(3) | THE GIFTS WERE MADE TO THE GENERAL OPERATING FUND FOR THIS ORGANIZATION TO ENABLE THEM TO FULFILL THEIR CHARITABLE PURPOSE. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15650 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24,656 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,680 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,372 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32372 | 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 | MARGOLIS, PHIPPS & WRIGHT, P.C | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1250 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| NATIONAL RETAIL PROPERTIES INC | 92154 | 145090 |
| REALTY INCOME CORP | 98251 | 192280 |
| KAYNE ANDERSON ENERGY TOTAL | 82535 | 101240 |
| VERIZON COMMUNICATIONS | 82306 | 120360 |
| FRONTIER COMMUNICATIONS | 4937 | 3708 |
| WEINGARTEN REALTY INVESTORS | 100999 | 98190 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIDELITY INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 60 | RevenueAndExpensesPerBooks |
| Net Investment Income | 60 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $159 | Amount |
Comments