FAULSTICH FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FAULSTICH FAMILY CHARITABLE FOUNDATION (EIN 36-4486386)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202421359349103037
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)
Return2024-05-14T11:59:32-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11415 W DIEHL RD SUITE 400AddressLine1Txt
CityNAPERVILLECityNm
State AbbreviationILStateAbbreviationCd
ZIP605632349ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364486386EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAULSTICH FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFAULBusinessNameControlTxt
Phone2125886762PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 SHWERWOOD FARM LANEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06831ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAIR FAULSTICHPersonNm
Person TitleMANAGERPersonTitleTxt
Phone2125886762PhoneNum
Signature2024-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBLAIRPersonFirstNm
Person LastFAULSTICHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGETTE MUGGEPreparerPersonNm
PTINP00671418PTIN
Phone6305668400PhoneNum
Preparation2024-05-10PreparationDt

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$5,932FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,890DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,900DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,340NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,340GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,340CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,230TotalRevAndExpnssAmt
Total Net Invst Incm$4,240TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,600AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$832OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$832OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$46TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,478TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$832TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,600TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$376,844ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$376,844ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$379,322TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$832TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$378,444TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$374,092ExcessRevenueOverExpensesAmt
Net Investment Income$3,408NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,095CashBOYAmt
Cash EOY$5,929CashEOYAmt
Cash EOYFMV$5,929CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,009SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$200,462CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$85,893CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Total Assets BOY$314,459TotalAssetsBOYAmt
Total Assets EOY$5,932TotalAssetsEOYAmt
Total Assets EOYFMV$5,932TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$314,459RetainedEarningBOYAmt
Retained Earning EOY$5,932RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$314,459TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,932TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$314,459TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,932TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$314,459TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$374,092ExcessRevenueOverExpensesAmt
Other Increases$65,565OtherIncreasesAmt
Subtotal$5,932SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,932TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$11,340GrossSalesPriceAmt
Cost Or Other Basis$9,000CostOrOtherBasisAmt
Gain Or Loss$2,340GainOrLossAmt
Gains Minus Excess Or Losses$2,340GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,340CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$47InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$47SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
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$47TaxDueAmt

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 StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBLAIR FAULSTICHIndividualWithBooksNm
Phone2125886762PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19 WEST 57TH STREET SUITE 4920AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GEORGE L FAULSTICH JR
5 SHERWOOD FARM LANEGREENWICHCT06831TRUSTEE0.50$0$0$0
ANNE S FAULSTICH
5 SHERWOOD FARM LANEGREENWICHCT06831TRUSTEE0.50$0$0$0
KENDALL P FAULSTICH
5 SHERWOOD FARM LANEGREENWICHCT06831TRUSTEE0.50$0$0$0
BLAIR D FAULSTICH
5 SHERWOOD FARM LANEGREENWICHCT06831TRUSTEE0.50$0$0$0
AMY LYNN FAULSTICH
5 SHERWOOD FARM LANEGREENWICHCT06831TRUSTEE0.50$0$0$0
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

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$189,269AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$209,326TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$209,326AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,140CashDeemedCharitableAmt
Net Vl Noncharitable Assets$206,186NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,309MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,309MinimumInvestmentReturnAmt
Tax Based On Investment Income$47TaxBasedOnInvestmentIncomeAmt
Total Tax$47TotalTaxAmt
Distributable Before Adj$10,262DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,262DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,262DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$378,444ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$378,444QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,262DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$11,709ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,287ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,525ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,521TotalExcessDistributionCyovAmt
Qualifying Distributions$378,444QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,262AppliedToCurrentYearAmt
Remaining Distri From Corpus$368,182RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$401,703TotalCorpusAmt
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$401,703ExcessDistriCyovToNextYrAmt
Excess From Year3$11,709ExcessFromYear3Amt
Excess From Year2$2,287ExcessFromYear2Amt
Excess From Year1$19,525ExcessFromYear1Amt
Excess From Current Year$368,182ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGEORGE L FAULSTICH JRContributingManagerNm
Contributing ManagerANNE S FAULSTICHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIRST CHURCH OF CHRIST SCIENTIST CARMEL INDIANA
11580 HAVERSTICK ROADCARMELIN46033PUBLIC CHARITYUNRESTRICTED CONTRIBUTION$5,000
FIRST CHURCH OF CHRIST SCIENTIST GLEN ARBOR MICHIGAN
6753 W HARBOR HWYGLEN ARBORMI49636PUBLIC CHARITYUNRESTRICTED CONTRIBUTION$35,000
GREENWICH ACADEMY
200 N MAPLE AVEGREENWICHCT06380PUBLIC CHARITYUNRESTRICTED CONTRIBUTION$6,000
THE PRINCIPIA
13201 CLAYTON ROADST LOUISMO63131PUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
CAMPS KOHANALEELANAU
1653 PORT ONEIDA ROADMAPLE CITYMI49664PUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,000
ALL ABOUT CATS
301 CENTRAL AVEHILTON HEADSC29926PUBLIC CHARITYUNRESTRICTED CONTRIBUTION$2,000
FOCUS FAIRFIELD
PO BOX 1027NEW CANAANCT06840PUBLIC CHARITYUNRESTRICTED CONTRIBUTION$1,500
CAMP CATANESE FOUNDATION
1 W CAMPBELL AVEPHOENIXAZ85013PUBLIC CHARITYUNRESTRICTED CONTRIBUTION$10,000
FIDELITY CHARITABLE
PO BOX 770001CINCINNATIOH45277PUBLIC CHARITYUNRESTRICTED CONTRIBUTION$315,344
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$376,844TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,890ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,340ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,230ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,230TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,600DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART XIV, LINE 3A:FormAndLineReferenceDesc
Medium ExplanationDISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUENONCASH GRANT DESCRIPTION TO FIDELITY CHARITABLEDATE OF DISTRIBUTION: 8/28/2023DESCRIPTION OF PROPERTY: PUBLICLY TRADED CORPORATE STOCK AND CORPORATE BONDS FROM INVESTMENT PORTFOLIOBOOK VALUE: $315,344 METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE AT DATE OF TRANSFERFAIR MARKET VALUE: $315,344METHOD FOR DETERMINING FAIR MARKET VALUE: FAIR MARKET VALUE AT DATE OF TRANSFERMediumExplanationTxt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN (LOSS)Desc
Amt$65,565Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$832Amt
Net Investment Income$832NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX BASED ON INVESTMENT INCOMECategoryTxt
Amt$46Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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