ROBERTS FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTS FOUNDATION INC (EIN 23-7416892)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-24
- IRS object ID
- 201111759349100101
- Schema version
- 2010v3.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-24T08:20:36-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LKC BOOKKEEPING & TAX SERVICE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 OLD TURNPIKE RD STE 303 | AddressLine1 |
| City | NANUET | City |
| State | NY | State |
| ZIP Code | 10954 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237416892 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERTS' FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 8456231010 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LOUIS KATZ RPA 20 OLD TURNPIKE | AddressLine1 |
| City | NANUET | City |
| State | NY | State |
| ZIP Code | 10954 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD ROBERTS | Name |
| Title | PRESIDENT | Title |
| Phone | 8456231010 | Phone |
| Date Signed | 2011-05-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS KATZ | Name |
| Phone | 8456231010 | Phone |
| Date Prepared | 2011-06-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 205381 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 304 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 284 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 284 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 284 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -9731 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5941 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -9143 | TotalRevenueAndExpenses |
| Total Net Investment Income | 284 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 284 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 4525 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 91 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 168 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 4784 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2121 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2121 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 6905 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2121 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -16048 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 284 | NetInvestmentIncome |
| Adjusted Net Income | 284 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 836 | CashBOY |
| Cash EOY | 2066 | CashEOY |
| Cash EOYFMV | 2066 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1679 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 73 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 74 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 147405 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 131733 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 203241 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 149920 | TotalAssetsBOY |
| Total Assets EOY | 133872 | TotalAssetsEOY |
| Total Assets EOYFMV | 205381 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 149920 | CapitalStockBOY |
| Capital Stock EOY | 133872 | CapitalStockEOY |
| Total Net Assets BOY | 149920 | TotalNetAssetsBOY |
| Total Net Assets EOY | 133872 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 149920 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 133872 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 149920 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -16048 | ExcessOfRevenueOverExpenses |
| Subtotal | 133872 | Subtotal |
| Total Net Assets Fund Balances EOY | 133872 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 SHARES-AMERICAN INTL GROUP | P | 2008-12-02 | 2010-01-13 | 2747 | 0 | 4191 | -1444 | 0 | 0 | 0 | -1444 |
| 2000 SHARES-GASCO ENERGY INC | P | 2007-07-18 | 2010-01-13 | 939 | 0 | 5277 | -4338 | 0 | 0 | 0 | -4338 |
| 143 SHARES- PETROBRAS ENERGIA | P | 2008-01-04 | 2010-01-13 | 2255 | 0 | 6204 | -3949 | 0 | 0 | 0 | -3949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -9731 | CapitalGainNetIncome |
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 | 6 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6 | Subtotal |
| Tax Based On Investment Income | 6 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Tax Due | 6 | TaxDue |
| 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 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS KATZ RPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8456231010 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 OLD TURNPIKE ROAD | AddressLine1 |
| City | NANUET | City |
| State | NY | State |
| ZIP Code | 10954 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | RICHARD ROBERTS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84-01 115TH STREET | AddressLine1 |
| City | KEW GARDENS | City |
| State | NY | State |
| ZIP Code | 11418 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | Title |
| Avg Hours Per Wk Devoted To Position | 0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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) |
|---|---|---|
| Tax Based On Investment Income | 6 | TaxBasedOnInvestmentIncome |
| Total Tax | 6 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2121 | ExpensesAndContributions |
| Qualifying Distributions | 2121 | QualifyingDistributions |
| Adj Qualifying Distributions | 2121 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 12653 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 15497 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 10168 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 9910 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 350 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 48578 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2121 | QualifyingDistributions |
| Remaining Distri From Corpus | 2121 | RemainingDistriFromCorpus |
| Total Corpus | 50699 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 12653 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 38046 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 15497 | ExcessFromYear4 |
| Excess From Year3 | 10168 | ExcessFromYear3 |
| Excess From Year2 | 9910 | ExcessFromYear2 |
| Excess From Year1 | 350 | ExcessFromYear1 |
| Excess From Current Year | 2121 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| GIUILDING EYES FOR BLIND | ||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | 501C3 | HELP ORGANIZTION | $100 |
| CITY HARVEST | ||||||
| 575 8TH AVE | NEW YORK | NY | 10018 | 501C3 | HELP INDIVIDUALS | $100 |
| METROPOLTIAN MUSEM OF ART | ||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | 501C3 | HELP ORGANIZATION | $295 |
| COVENANT HOUSE | ||||||
| 460 W 41ST ST | NEW YORK | NY | 10036 | 501C3 | HELP INDIVIUALS | $200 |
| WORLD WIDELIFE FUND | ||||||
| 1250 24TH ST | WASHINGTON | DC | 20090 | 501C3 | HELP ANIMALS | $150 |
| SPECIAL OLYMPICS | ||||||
| 1133 19TH ST NW | WASHINGTON | DC | 20036 | 501C3 | HELP INDIVUALS | $175 |
| MAKE A WISH | ||||||
| PO BOX 749596 | LOS ANGLES | CA | 90074 | 501C3 | HELP INDIVIDUALS | $125 |
| DOCTOER WITHOUT BORDERS | ||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | 501C3 | HELP INDIVDUALS | $300 |
| HABITAT FOR HUMANITY | ||||||
| 111 JOHN ST | NEW YORK | NY | 10038 | 501C3 | HELP INDIVIDUALS | $100 |
| BIDE A WEE | ||||||
| 410 E 385TH ST | NEW YORK | NY | 10016 | 501C3 | HELP ANIAMLS | $125 |
| CITY MEALS ON WHEEL | ||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | 501C3 | HELP INDIVIDUALS | $151 |
| SALVATION ARMY | ||||||
| 90-23 161SY ST | JAMICA | NY | 11432 | 501C3 | HELP INDIVIDUALS | $150 |
| ANIMAL HAVEN | ||||||
| 251 CENTRE ST | NEW YORK | NY | 10013 | 501C3 | HELP ANIMALS | $100 |
| BEST FRIENDS | ||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | 501C3 | HELP INDIVIDUALS | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2121 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLAEOUS | Description |
| Business Code | 522100 | BusinessCode |
| Unrelated Business Income | $304 | UnrelatedBusinessIncomeAmount |
| Related Or Exempt Function Income | 304 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 522100 | BusinessCode |
| Related Or Exempt Function Income | 284 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900003 | BusinessCode |
| Related Or Exempt Function Income | -9731 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $304 | UnrelatedBusinessIncomeAmount |
| Related Or Exempt Function Income | -9143 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -8839 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 1OO SHARES AMERICAN INTL GROUP | 2008-12 | Purchased | 2010-01 | 2747 | 4191 | -1444 |
| 2000 SHARES GASCO ENERGY INC | 2007-07 | Purchased | 2010-01 | 939 | 5276 | -4337 |
| 143 SHARES PETROBRAS ENERGIA | 2008-01 | Purchased | 2010-01 | 2255 | 6205 | -3950 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MORGAN STANLEY | NameOfStock |
| EOY Book Value | 131733 | EOYBookValue |
| EOYFMV | 203241 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL FEES | Description |
| Revenue And Expenses Per Books | 168 | RevenueAndExpensesPerBooks |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | WAITING FOR NOTIFICATION OF PUBLIC NOTICE. | Explanation |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $91 | Amount |
Comments