KEARNS SALDINGER CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KEARNS SALDINGER CHARITABLE FOUNDATION (EIN 77-0528158)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202431369349105073
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T15:26:31-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464393335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Koehler & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 | 770528158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kearns Saldinger Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEAR | BusinessNameControlTxt |
| Phone | 6502556829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cathy A Kearns | PersonNm |
| Person Title | President | 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 | Cathy A | PersonFirstNm |
| Person Last | Kearns | 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 | David R Koehler CPA | PreparerPersonNm |
| PTIN | P00027310 | PTIN |
| Phone | 4082867400 | 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 | $734,778 | 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 | $1,378 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,378 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,378 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,683 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,683 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,683 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,170 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,389 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $415 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $34,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,450 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,061 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,610 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,610 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,468 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,468 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,468 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,468 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,365 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,365 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,468 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,453 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,982 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,593 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,088 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,087 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $410,045 | CorporateStockBOYAmt |
| Corporate Stock EOY | $362,264 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $704,691 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $424,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $392,352 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $734,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $472,239 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $472,239 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$47,434 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$79,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $424,805 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $392,352 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $424,805 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $392,352 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $424,805 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,453 | ExcessRevenueOverExpensesAmt |
| Subtotal | $392,352 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $392,352 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1754.833 Deer Park Total Return Credit Fund I (DP | P | 2018-09-04 | 2023-11-30 | $14,991 | $18,572 | -$3,581 | -$3,581 |
| 20.000 iShares Core S&P Mid-Cap ETF (IJH) | P | 2007-12-10 | 2023-06-09 | $5,102 | $1,224 | $3,878 | $3,878 |
| 165.000 SPDR Bloomberg High Yield Bond ETF (JNK) | P | 2011-12-20 | 2023-06-09 | $15,104 | $18,836 | -$3,732 | -$3,732 |
| 61.000 Vanguard Real Estate Index Fund (VNQ) | P | 2011-12-20 | 2023-06-09 | $5,042 | $2,729 | $2,313 | $2,313 |
| 55.000 Vanguard High Dividend Yield Index Fund | P | 2011-08-24 | 2023-06-09 | $5,742 | $2,212 | $3,530 | $3,530 |
| 140.000 iShares S&P 500 Growth ETF(IVW) | P | 2004-12-31 | 2023-12-04 | $10,128 | $1,981 | $8,147 | $8,147 |
| 51.000 iShares Core S&P Small-Cap ETF (IJR) | P | 2007-12-10 | 2023-06-09 | $5,061 | $1,227 | $3,834 | $3,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,389 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $403 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $403 | SubtotalAmt |
| Tax Based On Investment Income | $403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $254 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $254 | TotalPaymentsAndCreditsAmt |
| Tax Due | $149 | 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 | false | 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 | David R Koehler CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082867400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 |
|---|---|---|---|---|---|---|
| Cathy A Kearns | ||||||
| 1434 Loris Loop | The Villages | FL | 32162 | President | 2.00 | $0 |
| Allison Kearns | ||||||
| 1434 Loris Loop | The Villages | FL | 32162 | Secty/Treasurer | 1.00 | $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 | $701,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $729,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $729,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,943 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $718,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,931 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,931 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $403 | TotalTaxAmt |
| Distributable Before Adj | $35,528 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,528 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,528 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $61,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,040 | UndistributedIncomePYAmt |
| Qualifying Distributions | $61,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,040 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,282 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,282 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $21,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $21,282 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| Stanford Health Care Partners Fund | |||||||
| 3172 Porter Dr Ste 210 | Palo Alto | CA | 94304 | None | Public | Support Exempt organization | $10,000 |
| Children's National Medical Center | |||||||
| 111 Michigan Avenue NW | Washington | DC | 20010 | None | POF | Support Exempt organization | $5,000 |
| Wellspring Womens Center | |||||||
| 3414 4th Avenue | Sacramento | CA | 95817 | None | EOF | Support Exempt organization | $5,052 |
| Hawaii Community Foundation | |||||||
| 444 Hana Highway Suite 201 | Kahului | HI | 96732 | None | EOF | Support Exempt organization | $10,000 |
| San Diego Zoo | |||||||
| 2920 Zoo Dr | San Diego | CA | 92101 | None | EOF | Support Exempt organization | $5,000 |
| Second Harvest Food Bank of Central | |||||||
| 411 Mercy Drive | Orlando | FL | 32805 | None | EOF | Support Exempt organization | $10,000 |
| Girl Scouts of Central Florida | |||||||
| 4610 Eisenhower Blvd | Tampa | FL | 33634 | None | EOF | Support Exempt organization | $833 |
| Kara Grief Counseling | |||||||
| 457 Kingsley Ave | Palo Alto | CA | 94301 | None | EOF | Support Exempt organization | $5,200 |
| No Kid Hungry | |||||||
| 1030 15th Street NW | Washington | DC | 20005 | None | EOF | Support Exempt organization | $250 |
| Lawrence Family JCC | |||||||
| 4950 Murphy Canyon Road | San Diego | CA | 92123 | None | EOF | Support Exempt organization | $1,030 |
| St Jude Children's Research Hospita | |||||||
| 100 Bush St Suite 850 | San Francisco | CA | 94104 | None | EOF | Support Exempt organization | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,365 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,378 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,683 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $415 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,389 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,389 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,865 | 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 Fees | CategoryTxt |
| Amt | $3,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual Funds and Securities - Schedule A | StockNm |
| EOY Book Value | $362,264 | EOYBookValueAmt |
| EOYFMV | $704,691 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $3,610 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,610 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $415 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $5,468 | Amt |
| Net Investment Income | $5,468 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,468 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |