LEEOLOU FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEEOLOU FAMILY FOUNDATION (EIN 56-2114229)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201242289349100249
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T12:11:54-05:00 | 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 | PESTA FINNIE & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6826 MORRISON BLVD | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28211 | 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 | 562114229 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEEOLOU FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O ETON ADVISORS LP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ETON ADVISORS LP | InCareOfName |
| Name Control | LEEO | NameControl |
| Phone | 9194421550 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EXCHANGE WEST | AddressLine1 |
| Address Line2 | 1414 RALEIGH ROAD SUITE 445 | AddressLine2 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27517 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | mary d leeolou | Name |
| Title | vp/secretary | Title |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PESTA FINNIE ASSOCIATE | Name |
| Phone | 7043641829 | 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 | 413775 | 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 |
| Dividends Rev And Expnss | 18916 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18916 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 18025 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 142580 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 18025 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 36941 | TotalRevenueAndExpenses |
| Total Net Investment Income | 36941 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2386 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2386 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 140 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 140 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 89 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 89 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 5115 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5115 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19115 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5115 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 17826 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31826 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3882 | CashBOY |
| Cash EOY | 6424 | CashEOY |
| Cash EOYFMV | 6424 | CashEOYFMV |
| Investments Corp Stock BOY | 205300 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 208822 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 224039 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 150298 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 173774 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 165110 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 29569 | OtherAssetsBOY |
| Other Assets EOY | 17867 | OtherAssetsEOY |
| Other Assets EOYFMV | 18202 | OtherAssetsEOYFMV |
| Total Assets BOY | 389049 | TotalAssetsBOY |
| Total Assets EOY | 406887 | TotalAssetsEOY |
| Total Assets EOYFMV | 413775 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 389049 | RetainedEarningsBOY |
| Retained Earnings EOY | 406887 | RetainedEarningsEOY |
| Total Net Assets BOY | 389049 | TotalNetAssetsBOY |
| Total Net Assets EOY | 406887 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 389049 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 406887 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 389049 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 17826 | ExcessOfRevenueOverExpenses |
| Other Increases | 12 | OtherIncreases |
| Subtotal | 406887 | Subtotal |
| Total Net Assets Fund Balances EOY | 406887 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 29403 | 29515 | -112 | -112 |
| PUBLICLY TRADED SECURITIES | 110438 | 95066 | 15372 | 15372 | |
| DISALLOWED WASH SALE | 26 | ||||
| CAPITAL GAIN DIVIDENDS | P | 2739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 18025 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18750 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 401751 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046671 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 32200 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 380143 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.084705 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47250 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 516403 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.091498 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 48416 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 622711 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.07775 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 46667 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 589975 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0791 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.379724 | TotalDistributionRatio |
| Average Distribution Ratio | 0.075945 | AverageDistributionRatio |
| Net Noncharitable Assets | 428279 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 32526 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 318 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 32844 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 637 | InvestmentIncomeExciseTax |
| Subtotal | 637 | Subtotal |
| Tax Based On Investment Income | 637 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 104 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 700 | TaxPaidWithExtension |
| Total Credits And Payments | 804 | TotalCreditsAndPayments |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Overpayment | 164 | Overpayment |
| Amount Credited To Next Year | 164 | 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 |
| States Filed With | NC | 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 | ETON ADVISORS LP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9194421550 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH ROAD SUITE 445 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27517 | 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 | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | true | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
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 |
|---|---|---|---|---|---|---|
| STEPHEN R LEEOLOU | ||||||
| 4222 Fox brook Lane | Charlotte | NC | 28211 | pres/treas | 0 | 0 |
| MARY DENISE LEEOLOU | ||||||
| 4222 fox brook lane | charlotte | NC | 28211 | vp/secretary | 0 | 0 |
| ROBERT MALLERNEE | ||||||
| 1414 raleigh road | raleigh | NC | 27517 | asst. sec. | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 429069 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5732 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 434801 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 434801 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6522 | CashDeemedCharitable |
| Net Noncharitable Assets | 428279 | NetNoncharitableAssets |
| Minimum Investment Return | 21414 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21414 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 637 | TaxBasedOnInvestmentIncome |
| Total Tax | 637 | TotalTax |
| Distributable Amount Before Adj | 20777 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 20777 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 20777 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14000 | 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 | 14000 | QualifyingDistributions |
| Adj Qualifying Distributions | 14000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 20777 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 17682 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 17889 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 21430 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 13487 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 70488 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 14000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 6777 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 6777 | ExcessDistriCyovAppliedCY |
| Total Corpus | 63711 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 10905 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 52806 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 17889 | ExcessFromYear4 |
| Excess From Year3 | 21430 | ExcessFromYear3 |
| Excess From Year2 | 13487 | ExcessFromYear2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN R LEEOLOU AND MARY DENISE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| 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 |
|---|---|---|---|---|---|---|---|---|
| THE DIOCESAN SUPPORT APPEAL | ||||||||
| 1123 SOUTH CHURCH STREET | CHARLOTTE | NC | 28203 | NONE | 509 (a) (1) | General Purpose Support | $2,500 | |
| PROVIDENCE DAY SCHOOL | ||||||||
| 5800 SARDIS ROAD | CHARLOTTE | NC | 28270 | NONE | 509 (a) (1) | General Purpose Support | $5,000 | |
| ENVIRONMENTAL DEFENSE LEADERSHIP TEAM | ||||||||
| 1875 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | NONE | 501 (c) (3) | General Purpose Support | $1,000 | |
| ST JUDE'S | ||||||||
| 4600 north fairfax drive | arlington | VA | 22203 | NONE | 501 (c) (3) | GENERAL PURPOSE SUPPORT | $1,000 | |
| Friends you can count on | ||||||||
| 3910 Hazel Lane | Greensboro | NC | 27408 | NONE | 501(c)(3) | General Purpose Support | $1,000 | |
| R&W FOUNDATION | ||||||||
| 8075 LEESBURG PIKE SUITE 200 | VIENNA | VA | 22182 | NONE | 501(c)(3) | GENERAL PURPOSE SUPPORT | $1,500 | |
| THE JAMES MADISON UNIVERSITY FOUNDATION | ||||||||
| 1320 S MAIN STREET | HARRISONBURG | VA | 22807 | NONE | 501(c)(3) | GENERAL PURPOSE SUPPORT | $2,000 | MSC 8501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14000 | 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 |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,916 | 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 | $18,025 | 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 | $36,941 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 36941 | 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 FEES | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 2500 | NetInvestmentIncome |
Depreciation Schedule DepreciationSchedule
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS EXPENSE | Description |
| Revenue And Expenses Per Books | 89 | RevenueAndExpensesPerBooks |
| Net Investment Income | 89 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $2,386 | Amount |
| Net Investment Income | 2386 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $140 | Amount |
| Net Investment Income | 140 | NetInvestmentIncome |