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LINDA DARLENE LEHR CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LINDA DARLENE LEHR CHARITABLE TR (EIN 45-6844742)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-28
IRS object ID
202410889349100126
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-28T21:58:37-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN462913522PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JACE E PEARSON CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110823 WEST AVENUEAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456844742EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LINDA D LEHR CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O DAVID VANNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone8308958028PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11130 JUNCTION HWY SUITE 200AddressLine1Txt
CityKERRVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP78028ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID VANNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8308958028PhoneNum
Signature2024-03-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastVANNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACE E PEARSON CPAPreparerPersonNm
PTINP01381829PTIN
Phone2104021201PhoneNum
Preparation2024-03-28PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$855,945FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,528InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,528InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,178DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,178DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$29,516NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$73,203GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$9,810TotalRevAndExpnssAmt
Total Net Invst Incm$19,706TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$9,018CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$9,018CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,216AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,216AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$11,234TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,234TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,234TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,234TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$66,044ExcessRevenueOverExpensesAmt
Net Investment Income$8,472NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$33,087SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$43,214SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$43,214SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$511,544OtherInvestmentsBOYAmt
Other Investments EOY$435,395OtherInvestmentsEOYAmt
Other Investments EOYFMV$812,731OtherInvestmentsEOYFMVAmt
Total Assets BOY$544,631TotalAssetsBOYAmt
Total Assets EOY$478,609TotalAssetsEOYAmt
Total Assets EOYFMV$855,945TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$754,107CapitalStockBOYAmt
Capital Stock EOY$754,129CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$209,476RetainedEarningBOYAmt
Retained Earning EOY-$275,520RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$544,631TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$478,609TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$544,631TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$478,609TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$544,631TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$66,044ExcessRevenueOverExpensesAmt
Other Increases$109OtherIncreasesAmt
Subtotal$478,696SubtotalAmt
Other Decreases$87OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$478,609TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WALT DISNEYP2017-02-152023-03-10$9,338$11,034-$1,696-$1,696
TIFP2023-05-032023-05-10$4,954$9,639-$4,685-$4,685
CVSP2018-11-302023-05-18$12,580$14,852-$2,272-$2,272
CVSP2015-11-022023-05-18$10,255$15,045-$4,790-$4,790
NOBLEP2014-12-302023-05-18$10$17,140-$17,130-$17,130
GE HEALTHCAREP2015-11-132023-07-24$1,371$2,849-$1,478-$1,478
RTXP2015-06-252023-09-08$9,143$7,160$1,983$1,983
FHLBP2022-09-072023-09-27$25,000$25,000$0$0
CAPITAL GAINS DIVIDENDSP$552$552$552
FieldValueIRS element (for citing)
Capital Gain Net Income-$29,516CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$118InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$118SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$118TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$118TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SECURITY STATE BANK & TRUST DAVID VANNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8308958028PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 29004AddressLine1Txt
CityKERRVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP78029ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSECURITY STATE BANK TRUSTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 29004AddressLine1Txt
CityKERRVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP78029ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$9,018CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION MADE GRANTS TO CHARITABLE ORGANIZATIONS. SEE STATEMENT XV FOR DETAILDescription1Txt
Expenses1$45,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$795,230AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,150AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$833,380TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$833,380AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,501CashDeemedCharitableAmt
Net Vl Noncharitable Assets$820,879NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,044MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,044MinimumInvestmentReturnAmt
Tax Based On Investment Income$118TaxBasedOnInvestmentIncomeAmt
Total Tax$118TotalTaxAmt
Distributable Before Adj$40,926DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,926DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,926DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,926DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,708ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$1,708TotalExcessDistributionCyovAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,926AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,074RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,782TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,782ExcessDistriCyovToNextYrAmt
Excess From Year4$1,708ExcessFromYear4Amt
Excess From Current Year$4,074ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE LINDA DARLENE LEHR CHARITABLE TRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 29004AddressLine1Txt
CityKERRVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP780280000ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8308958049RecipientPhoneNum
Recipient Email AddressN/ARecipientEmailAddressTxt
Form And Info And MaterialsREQUEST FOR GRANT PROPOSAL FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On Awards501(C)3 ORGANIZATION IN THE STATE OF TEXAS THAT PROMOTES HEALTH, EDUCATION, RELIEF FOR THE POOR, DISTRESSED, UNDERPRIVILEDGED; TO ADVANCE RELIGION, TO PROMOTE ADVANCEMENT OF EDUCATION, TO SUPPORT EDUCATIONAL INSTITUTIONS, AND COMBACT COMMUNITY DETERIORATION AND JUVENILE DELINQUENCY, CARE AND CRUELTY PREVENTION OF ANIMALS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHRISTY'S HOPE FOR BATTERED WOMEN AND CHILDREN
613 NW LOOP 410 400SAN ANTONIOTX78216N/APCCHARITABLE$20,000
KERVILLE PETS ALIVE
414 CLAY STREETKERVILLETX78028N/APCCHARITABLE$10,000
HILL COUNTRY DIST JR LIVESTOCK
PO 29127KERVILLETX78028N/APCCHARITABLE$10,000
HILL COUNTRY SPCA
2981 S HWY 16FREDERICKSBURGTX78624N/APCCHARITABLECHARITABLECHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,528ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,178ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$29,516ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$9,810ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$9,810TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP ALLOCATED 75% TO NIICategoryTxt
Amt$2,216Amt
Net Investment Income$2,216NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSECURITY STATE B&T STMT ATTACHEDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$435,395BookValueAmt
EOYFMV$812,731EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR FITDesc
Amt$87Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$109Amt

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