JOHN AND URSULA KANEL CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND URSULA KANEL CHARITABLE FOUNDATION (EIN 95-4400580)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349103613
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T13:49:03-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954689174 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brian J Egan | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 S Helberta Avenue | AddressLine1Txt |
| City | Redondo Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90277 | 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 | 954400580 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John and Ursula Kanel Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Foundation co Alan T Yoshitake | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S Figueroa St 3300 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan T Yoshitake | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2024-04-16 | SignatureDt |
| Discuss With Paid Preparer | false | 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 | Brian J Egan | PreparerPersonNm |
| PTIN | P00357385 | PTIN |
| Phone | 3109386365 | 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 | $6,263,684 | 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 | $181,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,957 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $181,957 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,671,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $254,725 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $15,541 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $436,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $436,682 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $197,498 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,958 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $26,958 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,968 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,968 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,964 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,964 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,167 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,167 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,167 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,093 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $403,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $360,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $385,551 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $197,498 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $211,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $352,099 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $352,099 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $233,409 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $220,265 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $206,487 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,439,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,345,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,563,658 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $152,040 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $152,180 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $141,440 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,037,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,070,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,263,684 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $7,256,181 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $7,256,181 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,218,928 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,185,803 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,037,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,070,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,037,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,070,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,037,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,125 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,070,378 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,070,378 | 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 |
|---|---|---|---|---|---|---|---|
| Shares at Merrill Lynch | P | 2023-01-01 | 2023-12-31 | $668,764 | $653,223 | $15,541 | $15,541 |
| Shares at Merrill Lynch | P | 2015-01-01 | 2023-12-31 | $1,003,147 | $763,963 | $239,184 | $239,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $254,725 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,541 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,359 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,359 | SubtotalAmt |
| Tax Based On Investment Income | $5,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,864 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,864 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,505 | OverpaymentAmt |
| Applied To ES Tax | $7,505 | 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 |
| 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 | Alan T Yoshitake | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2135055011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S Figueroa StNo 3300 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900175793 | 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 | Yes (true) | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Alan T Yoshitake | ||||||
| 601 S Figueroa St Suite 3300 | Los Angeles | CA | 900175793 | Director | 3.00 | $22,000 |
| Victor Anderson | ||||||
| 2027-1 Gavin Lane | Diamond Bar | CA | 91765 | Director | 3.00 | $22,000 |
| Tetsu Tanimoto | ||||||
| 333 S Hope Street Suite 3900 | Los Angeles | CA | 90071 | Director | 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 | $5,871,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $282,003 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,153,074 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,153,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,060,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $303,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $303,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,359 | TotalTaxAmt |
| Distributable Before Adj | $297,680 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $297,680 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $297,680 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $360,593 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $360,593 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $297,680 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $332,752 | UndistributedIncomePYAmt |
| Qualifying Distributions | $360,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $332,752 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,841 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $269,839 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Assistance League of Los Angeles | |||||
| 826 Cole Avenue | Los Angeles | CA | 90038 | Financial Aid | $7,000 |
| Blind Childrens Center | |||||
| 4120 Marathon Street | Los Angeles | CA | 90029 | Financial Aid | $1,000 |
| California Institute of Technology | |||||
| 1200 East California Blvd | Pasadena | CA | 91125 | Financial Aid | $55,000 |
| Centenary United Methodist Church | |||||
| 300 South Central Avenue | Los Angeles | CA | 90013 | Financial Aid | $7,500 |
| Crean Lutheran High School | |||||
| 12500 Sand Canyon Ave | Irvine | CA | 92618 | Financial Aid | $11,500 |
| Friends of Wonderland | |||||
| 8510 Wonderland Avenue | Los Angeles | CA | 90046 | Financial Aid | $3,500 |
| California Pacific United Methodist | |||||
| 472 East Colorado Blvd | Pasadena | CA | 91102 | Financial Aid | $1,000 |
| Five Acres Boys and Girls Aid | |||||
| 760 West Mountain View Street | Altadena | CA | 91001 | Financial Aid | $1,000 |
| Shriners Hospital for Children | |||||
| 3160 Geneva Street | Los Angeles | CA | 90020 | Financial Aid | $70,000 |
| UCLA Cancer Center Foundation | |||||
| 10833 La Conte Avenue | Los Angeles | CA | 90095 | Financial Aid | $78,000 |
| YMCA of Mission Viejo | |||||
| 27341 Trabuco Circle | Mission Viejo | CA | 92692 | Financial Aid | $10,500 |
| Wellesley Fund | |||||
| 106 Central Street | Wellesley | MA | 02481 | Financial Aid | $1,000 |
| Rafu Shimpo Foundation | |||||
| 701 E 3RD St No 130 | Los Angeles | CA | 90013 | Financial Aid | $2,500 |
| Hawaii Community Foundation | |||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | Financial Aid | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $254,725 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $181,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $254,725 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $436,682 | 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 | Brian J. Egan, CPA | CategoryTxt |
| Amt | $6,968 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,968 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Seyfarth Shaw | CategoryTxt |
| Legal Fees | $26,958 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,958 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch Account Fees | CategoryTxt |
| Amt | $42,964 | Amt |
| Net Investment Income | $42,964 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Paid | $67 | $67 | $67 |
| Registry of Charitable Trusts | $100 | $100 | $100 |
| U. S. Treasury | $8,000 | $8,000 | $8,000 |
Comments