JOHN & BARBARA FRIEDRICH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JOHN & BARBARA FRIEDRICH FOUNDATION (EIN 77-0056787)
Tax period
2023-12-01 to 2024-11-30
Filed
2025-04-07
IRS object ID
202540979349100739
Schema version
2023v6.0
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)
Return2025-04-07T15:26:45-07:00ReturnTs
Tax Period End2024-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952302617PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SingerLewakBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110960 Wilshire Blvd Ste 1100AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770056787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1John & Barbara Friedrich FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone8055048410PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14101 Santa Clara AvenueAddressLine1Txt
CityOxnardCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLORIANN F SCHUCKPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2025-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSherwin TolentinoPreparerPersonNm
PTINP01345520PTIN
Phone8055048410PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,052,485FMVAssetsEOYAmt
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$22,017InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,017InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$22,017InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$27,347DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,347DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,347DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,454NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$113,979GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,454CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$4,546NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$334OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$66,152TotalRevAndExpnssAmt
Total Net Invst Incm$65,818TotalNetInvstIncmAmt
Total Adj Net Incm$53,910TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$19,283AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$19,283AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$19,283AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$8,303OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,303OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$8,303OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25TaxesNetInvstIncmAmt
Taxes Adj Net Incm$25TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$264OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$264OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$264OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$27,875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,875TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$27,875TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,375TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,875TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$27,875TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$70,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$32,223ExcessRevenueOverExpensesAmt
Net Investment Income$37,943NetInvestmentIncomeAmt
Adjusted Net Income$26,035AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,952CashBOYAmt
Cash EOY$35,756CashEOYAmt
Cash EOYFMV$35,756CashEOYFMVAmt
Sav And Temp Cash Invst BOY$21,821SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,903SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,903SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$378,862USGovernmentObligationsBOYAmt
US Government Obligations EOY$380,633USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$350,923USGovtObligationsEOYFMVAmt
Corporate Stock BOY$985,705CorporateStockBOYAmt
Corporate Stock EOY$948,862CorporateStockEOYAmt
Corporate Stock EOYFMV$1,245,435CorporateStockEOYFMVAmt
Corporate Bonds BOY$393,041CorporateBondsBOYAmt
Corporate Bonds EOY$382,103CorporateBondsEOYAmt
Corporate Bonds EOYFMV$383,468CorporateBondsEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Total Assets BOY$1,825,382TotalAssetsBOYAmt
Total Assets EOY$1,784,257TotalAssetsEOYAmt
Total Assets EOYFMV$2,052,485TotalAssetsEOYFMVAmt
Accounts Payable EOY$531AccountsPayableEOYAmt
Total Liabilities EOY$531TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,825,382NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,783,726NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,825,382TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,783,726TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,825,382TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,784,257TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,825,382TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$32,223ExcessRevenueOverExpensesAmt
Subtotal$1,793,159SubtotalAmt
Other Decreases$9,433OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,783,726TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES INC CORE MSCI EMERGING MKTS ETFP2023-08-042024-11-20$46,767$44,588$2,179$2,179
ST WELLS FARGOP2023-01-012023-12-31$28,933$28,956-$23-$23
LT WELLS FARGOP2022-01-012023-12-31$33,620$23,891$9,729$9,729
ST WELLS FARGOP2023-01-012023-12-31$4,659$4,659$4,659
ST WELLS FARGOP2023-01-012023-12-31$90-$90-$90
FieldValueIRS element (for citing)
Capital Gain Net Income$16,454CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$4,546NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$527InvestmentIncomeExciseTaxAmt
Subtotal$527SubtotalAmt
Tax Based On Investment Income$527TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$11EsPenaltyAmt
Tax Due$538TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Ted ElliottBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8055048410PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12238 Melford CourtAddressLine1Txt
CityThousand OaksCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913615058ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GLORIANN F SCHUCK
1962 E FIFTH STREETCAMARILLOCA93010Secretary0.00$0
Dora Schuck
1962 E FIFTH STREETCamarilloCA93010Treasurer0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,752,091AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,788AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,447,258FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,238,137TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,238,137AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,572CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,189,565NetVlNoncharitableAssetsAmt
Minimum Investment Return$159,478MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$159,478MinimumInvestmentReturnAmt
Tax Based On Investment Income$527TaxBasedOnInvestmentIncomeAmt
Total Tax$527TotalTaxAmt
Distributable Before Adj$158,951DistributableBeforeAdjAmt
Distributable Before Ded$158,951DistributableBeforeDedAmt
Distributable As Adjusted$158,951DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,500ExpensesAndContributionsAmt
Qualifying Distributions$70,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$158,951DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,422ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,934ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,583ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,803ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,625ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,367TotalExcessDistributionCyovAmt
Qualifying Distributions$70,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$32,367ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$32,367ExcessDistributionCyovAppCYAmt
Undistributed Income CY$56,084UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
ABBAYE ST JOSEPH DE CLAIRVAL
21150 FLAVIGNY-SUR-OZERAINFRANCEFRNONEACTIVEFURTHER CHARITABLE PURPOSES$2,000
ASSN OF THE MIRACULOUS MEDAL
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,0001811 WEST ST JOSEPH STREETPerryvilleMO63775
BENEDICTINE MISSION HOUSE
NONEACTIVEFURTHER CHARITABLE PURPOSES$5,0001123 ROAD 1SCHUYLERNE68661
CATHOLIC MEDICAL MISSION BOARD
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,00010 WEST 17TH STREETNEW YORKNY10011
CATHOLIC VIEWS BROADCASTS INC
NONEACTIVEFURTHER CHARITABLE PURPOSES-$1,50050 SOUTH FRANKLIN TPKRAMSEYNJ07446
DAUGHTERS OF ST PAUL
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,00050 ST PAULS AVENUEBOSTONMA02130
FOOD SHARE
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,0004156 SOUTHBANK ROADOXNARDCA93036
LITTLE SISTERS OF THE POOR
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,0002100 SOUTH WESTERN AVENUESAN PEDROCA90732
MONFORT MISSIONARIES
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,00026 SOUTH SAXON AVENUEBAY SHORENY11706
NATIONAL SHRINE OF ST JUDE
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,000205 W MONROE STREETCHICAGOIL60606
POOR CLAIRES
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,0004108 EUCLID AVECLEVELANDOH44103
PRIESTLY FRATERNITY - ST PETER
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,000GRIFFIN ROADELMHURSTPA18416
PRIESTS OF THE SACRED HEART
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,000PO BOX 900HALES CORNERSWI53130
ST PAUL'S CHURCH
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,0001369 EAST 40TH STCLEVELANDOH44103
ST VINCENT DE PAUL SOCIETY
NONEACTIVEFURTHER CHARITABLE PURPOSES$4,000323 SOUTH E STREETOXNARDCA93030
THE BLUE ARMY USA
NONEACTIVEFURTHER CHARITABLE PURPOSES$1,500MOUNTAIN VIEW ROADWASHINGTONNJ07882
THE JOSEPHITES
NONEACTIVEFURTHER CHARITABLE PURPOSES$1,5001130 NORTH CALVERT STREETBALTIMOREMD21202
THE MAXIMILIAN KOLBE SOCIETY
NONEACTIVEFURTHER CHARITABLE PURPOSES$1,5005116 N CICERO AVECHICAGOIL60630
SANTA CLARA CHURCH
NONEACTIVEFURTHER CHARITABLE PURPOSES$3,000323 SOUTH E STREETOXNARDCA93030
MARY STAR OF THE SEA CATHOLIC CHURC
noneACTIVEFURTHER CHARITABLE PURPOSES$2,000463 W Pleasant Valley RdOXNARDCA93030
ST AUGUSTINE RECOLLECT PRIORY
noneACTIVEFURTHER CHARITABLE PURPOSES$6,000400 Sherwood WayOxnardCA93033
THE PADRE PIO FOUNDATION OF AMERICA
noneACTIVEFURTHER CHARITABLE PURPOSES$3,000463 MAIN STREETCROMWELLCT06416
COMPANIONS OF ST ANTHONY
noneACTIVEFURTHER CHARITABLE PURPOSES$2,00012290 FOLLY QUARTER ROADELLICOTT CITYMD21042
ST CATHERINE BY THE SEA CONVENT
noneACTIVEFURTHER CHARITABLE PURPOSES$3,0001931 PLI STREETVENTURACA93001
Cabrini Mission Foundation
NONEACTIVEFURTHER CHARITABLE PURPOSES$1,000222 E 19TH STNEW YORKNY10003
FLAME OF LOVE OF THE IMMACULATE HEA
NONEACTIVEFURTHER CHARITABLE PURPOSES$3,000PO BOX 201HAVERFORDPA19041
MISSIONARY OBLATES OF MARY IMMACULA
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,0009480 N DE MAZENOD DRIVEBELLEVILLEIL62223
SOCIETY OF THE DIVINE SAVIOR
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,0001735 N HI MT BLVDMILWAUKEEWI53208
SPIRIT FILLED HEARTS MINISTRY
NONEACTIVEFURTHER CHARITABLE PURPOSES$4,0003943 IRVINE BLVDIRVINECA92602
SOCIETY OF THE LITTLE FLOWER
NONEACTIVEFURTHER CHARITABLE PURPOSES$2,0001313 N FRONTAGE ROADDARIENIL60561
THE NATIONAL SHRINE OF ST RITA OF C
NONEACTIVEFURTHER CHARITABLE PURPOSES$1,5001166 S BROAD STPHILADELPHIAPA19146
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,017ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,347ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$334ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,454RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCd
Miscellaneous1
Other Income1

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$49,698ExclusionAmt
Related Or Exempt Function Incm$16,454RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,152TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$19,283Amt
Net Investment Income$19,283NetInvestmentIncomeAmt
Adjusted Net Income$19,283AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
Federal taxes$721
Uncashed checks$8,712

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BANK SERVICE CHARGES$26$26$26
FOREIGN TAXES PAID$63$63$63
OFFICE EXPENSE$175$175$175

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$334RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORYCategoryTxt
Amt$8,303Amt
Net Investment Income$8,303NetInvestmentIncomeAmt
Adjusted Net Income$8,303AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATECategoryTxt
Amt$25Amt
Net Investment Income$25NetInvestmentIncomeAmt
Adjusted Net Income$25AdjustedNetIncomeAmt

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