THE@FRANK AND BRENDA GALLAGHER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE@FRANK AND BRENDA GALLAGHER FAMILY FOUNDATION (EIN 76-0611575)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202403139349101385
- Schema version
- 2023v5.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T13:16:13-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223048475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KONNER HARBUS AND SCHWARTZ PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 EAST ROUTE 4 SUITE 408 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | 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 | 760611575 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANK AND BRENDA GALLAGHER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2012518011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 HEARTHSTONE COURT | AddressLine1Txt |
| City | UPPER SADDLE RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07458 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA GALLAGHER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | MARC HARBUS CPA | PreparerPersonNm |
| PTIN | P00094864 | PTIN |
| Phone | 2015561311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $620,316 | 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 |
| Dividends Rev And Expnss | $17,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,186 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,186 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $581,341 | GrossSalesPriceAmt |
| Total Rev And Expnss | $14,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,186 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,186 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,140 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,186 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,116 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,036 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $94,918 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $35,495 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $36,162 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $483,201 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $496,857 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $535,118 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $605,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $581,388 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $620,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $605,235 | RetainedEarningBOYAmt |
| Retained Earning EOY | $581,388 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $605,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $581,388 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $605,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $581,388 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $605,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,942 | ExcessRevenueOverExpensesAmt |
| Subtotal | $582,293 | SubtotalAmt |
| Other Decreases | $905 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $581,388 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB | P | 2023-01-01 | 2023-12-31 | $468,529 | $473,552 | -$5,023 | -$5,023 |
| CHARLES SCHWAB | P | 2000-01-01 | 2023-12-31 | $112,812 | $110,769 | $2,043 | $2,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,980 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,023 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $195 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $195 | SubtotalAmt |
| Tax Based On Investment Income | $195 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,946 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,946 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,751 | OverpaymentAmt |
| Applied To ES Tax | $1,751 | 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 | TX | 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 | BRENDA GALLAGHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2012518011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 HEARTHSTONE COURT | AddressLine1Txt |
| City | UPPER SADDLE RIVER | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07458 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FRANK GALLAGHER | ||||||
| 39 HEARTHSTONE CT | UPPER SADDLE RIVER | NJ | 07458 | Chairman | 0.00 | $0 |
| BRENDA GALLAGHER | ||||||
| 39 HEARTHSTONE COURT | UPPER SADDLE RIVER | NJ | 07458 | President | 0.00 | $0 |
| KATHRYN GALLAGHER TAYLOR | ||||||
| 436 LOUISA AVENUE | WYCKOFF | NJ | 07481 | Trustee | 0.00 | $0 |
| LISA WILLIAMSON | ||||||
| 444 STEVENS AVENUE | RIDGEWOOD | NJ | 07450 | Trustee | 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 | $573,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $612,714 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $612,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,191 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $603,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $195 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $195 | TotalTaxAmt |
| Distributable Before Adj | $29,981 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,981 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,981 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,981 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,379 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,442 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $741 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,357 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $311 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,230 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $519 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,749 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,379 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,370 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,442 | ExcessFromYear4Amt |
| Excess From Year3 | $741 | ExcessFromYear3Amt |
| Excess From Year2 | $5,357 | ExcessFromYear2Amt |
| Excess From Year1 | $311 | ExcessFromYear1Amt |
| Excess From Current Year | $519 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY MEALS INC | |||||||
| 354 ROCK ROAD | GLEN ROCK | NJ | 07452 | N/A | N/A | CHARITABLE | $2,500 |
| CHILDREN'S AID AND FAMILY SERVICES | |||||||
| 200 ROBIN ROAD | PARAMUS | NJ | 07652 | N/A | N/A | CHARITABLE | $4,000 |
| CENTER FOR FOOD ACTION | |||||||
| 192A W DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | N/A | N/A | CHARITABLE | $1,000 |
| THE VALLEY HOSPITAL FOUNDATION | |||||||
| 223 NORTH VAN DIEN AVENUE | RIDGEWOOD | NJ | 07450 | N/A | N/A | CHARITABLE | $10,000 |
| SEARCH HOUSE OF TINY TREASURES | |||||||
| 2015 CONGRESS AVE | HOUSTON | TX | 77002 | N/A | N/A | CHARITABLE | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| PO BOX 2585 | PATERSON | NJ | 07509 | N/A | N/A | CHARITABLE | $1,000 |
| COVENANT HOUSE NJ INC | |||||||
| 330 WASHINGTON STREET | NEWARK | NJ | 07102 | N/A | N/A | CHARITABLE | $1,000 |
| RAMAPO BERGEN ANIMAL REFUGE | |||||||
| 2 SHELTER LANE | OAKLAND | NJ | 07436 | N/A | N/A | CHARITABLE | $1,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | N/A | CHARITABLE | $1,000 |
| WEST BERGEN MENTAL HEALTHCARE | |||||||
| 120 CHESTNUT STREET | RIDGEWOOD | NJ | 07450 | N/A | N/A | CHARITABLE | $3,000 |
| THE HEALTH WAGON | |||||||
| PO BOX 7070 | WISE | VA | 24293 | N/A | N/A | CHARITABLE | $1,000 |
| BERGEN VOLUNTEERS | |||||||
| 64 PASSAIC STREET | HACKENSACK | NJ | 07601 | N/A | N/A | CHARITABLE | $1,000 |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 622 W 113TH STREET MC 4524 | NEW YORK | NY | 10025 | N/A | N/A | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,980 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,186 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,980 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,206 | 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 | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $905 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $8 | |
| INVESTMENT EXPENSES | $3,140 | $3,140 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $1,000 | Amt |
Comments