PATEL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PATEL FAMILY FOUNDATION (EIN 20-4933895)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202431369349104718
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T13:44:47-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942425083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITTLE & COMPANY CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1294 KIFER RD STE 708 | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204933895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATE | BusinessNameControlTxt |
| Phone | 6504280817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 OAK AVE | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMIR PATEL | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAMIR | PersonFirstNm |
| Person Last | PATEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES COSSMON | PreparerPersonNm |
| PTIN | P00042018 | PTIN |
| Phone | 4082453921 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,041,946 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,779 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,779 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $783 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,772 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,044,597 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $953 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $953 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$7,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,515 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,033 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,033 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,571 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,571 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,058 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,982 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,411 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,814 | CashBOYAmt |
| Cash EOY | $12,919 | CashEOYAmt |
| Cash EOYFMV | $12,919 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,008,548 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,008,494 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,029,027 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,290 | CorporateStockBOYAmt |
| Total Assets BOY | $1,061,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,021,413 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,041,946 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,061,652 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,021,413 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,061,652 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,021,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,061,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,021,413 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,061,652 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,239 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,021,413 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,021,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50,000 US TSY NOTE | P | 2023-06-14 | 2023-11-20 | $49,162 | $49,531 | -$369 | -$369 |
| 100,000 FFCB | P | 2021-07-21 | 2023-07-14 | $100,000 | $99,838 | $162 | $162 |
| 100,000 FHLB | P | 2021-07-21 | 2023-06-09 | $100,000 | $103,606 | -$3,606 | -$3,606 |
| 200,000 US TSY NOTE | P | 2021-07-21 | 2023-08-30 | $198,703 | $199,477 | -$774 | -$774 |
| 200,000 US TSY NOTE | P | 2021-07-21 | 2023-08-30 | $197,897 | $199,992 | -$2,095 | -$2,095 |
| 50,000 US TSY NOTE | P | 2022-05-04 | 2023-07-30 | $47,393 | $47,574 | -$181 | -$181 |
| 50,000 US TSY NOTE | P | 2021-11-03 | 2023-08-30 | $49,057 | $51,773 | -$2,716 | -$2,716 |
| 100,000 US TSY NOTE | P | 2022-05-04 | 2023-08-30 | $96,254 | $97,941 | -$1,687 | -$1,687 |
| 100,000 US TSY NOTE | P | 2021-11-03 | 2023-08-30 | $98,512 | $104,074 | -$5,562 | -$5,562 |
| 100,000 US TSY NOTE | P | 2021-11-03 | 2023-08-30 | $98,816 | $104,273 | -$5,457 | -$5,457 |
| 100 SH COMCAST CORP | P | 2020-08-21 | 2023-09-20 | $3,685 | $4,307 | -$622 | -$622 |
| 400 SH VODAFONE GROUP PLC | P | 2020-08-21 | 2023-09-20 | $5,118 | $5,983 | -$865 | -$865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,772 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $180 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $180 | SubtotalAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $40 | TotalPaymentsAndCreditsAmt |
| Tax Due | $140 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIR PATEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504280817 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 OAK AVENUE | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SAMIR A PATEL | ||||||
| 1404 OAK AVE | LOS ALTOS | CA | 94024 | Secretary | 0.00 | $0 |
| KSHIPRA S PATEL | ||||||
| 1404 OAK AVE | LOS ALTOS | CA | 94024 | President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $980,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,020,216 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,020,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,004,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $180 | TotalTaxAmt |
| Distributable Before Adj | $50,066 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,066 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,066 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,411 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,411 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,066 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $123,182 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $118,559 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,983 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $306,724 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,411 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,411 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $20,655 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,655 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $286,069 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $286,069 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $102,527 | ExcessFromYear4Amt |
| Excess From Year2 | $118,559 | ExcessFromYear2Amt |
| Excess From Year1 | $64,983 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAMIR A PATEL | ContributingManagerNm |
| Contributing Manager | KSHIPRA S PATEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PRATHAM | |||||||
| 5890 POINT WEST DRIVE | HOUSTON | TX | 77036 | None | N/A | Unrestricted | $5,000 |
| HUMAN SERVICE FOUNDATION | |||||||
| 4681 SETTING SUN DRIVE | EL SOBRANTE | CA | 94803 | None | N/A | Unrestricted | $5,001 |
| LUKEMIA LYMPHOMA SOCIETY | |||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | None | N/A | Unrestricted | $1,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | None | N/A | Unrestricted | $350 |
| COMMUNITY SERVICES AGENCY | |||||||
| 204 STIERLIN ROAD | MOUNTAIN VIEW | CA | 94043 | NONE | N/A | Unrestricted | $1,000 |
| WORLD WIDELIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | N/A | Unrestricted | $1,000 |
| SOUTHERN CALIFORNIA VIPASSANA CENTE | |||||||
| POBOX 486 | JOSHUA TREE | CA | 92252 | NONE | N/A | Unrestricted | $1,001 |
| A FUTURE FOR EVERY CHILD | |||||||
| 1360 LA BELLA AVE | SUNNYVALE | CA | 94087 | None | N/A | Unrestricted | $1,000 |
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 50 CALIFORNIA STREET SUITE 1500 | SAN FRANCISCO | CA | 94111 | None | N/A | Unrestricted | $6,500 |
| SAN FRANCISCO AIDS FOUNDATION | |||||||
| 940 HOWARD STREET | SAN FRANCISCO | CA | 94103 | None | N/A | Unrestricted | $1,000 |
| NORTHERN CALIFRONIA VIPASSANA CENTE | |||||||
| PO BOX 265 | COBB | CA | 95426 | None | N/A | Unrestricted | $2,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,353 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $14,779 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $783 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$23,772 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$7,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,257 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,033 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,033 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,008,494 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,029,027 | USGovtObligationsEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $953 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $953 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $3,571 | Amt |
| Net Investment Income | $3,571 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEES | CategoryTxt |
| Amt | $25 | Amt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Comments