GEORGE A RAMLOSE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE A RAMLOSE FOUNDATION INC (EIN 04-6048231)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2024-11-15
- IRS object ID
- 202433209349108638
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T19:41:00-08:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043215625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vallas & Arrison PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 Great Road | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046048231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George A Ramlose Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9783681200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Taylor | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-15 | 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 | George P Vallas CPA | PreparerPersonNm |
| PTIN | P00466005 | PTIN |
| Phone | 9784869855 | 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 | $3,675,795 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $1,182 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,182 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,182 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $52,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,420 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $52,420 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$153,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,296,323 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$100,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,602 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $53,602 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $4,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,600 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,055 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,055 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $21,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,026 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $18,470 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,011 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $78,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,681 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,781 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,781 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,681 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$378,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,921 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,602 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,374 | CashBOYAmt |
| Cash EOY | $11,630 | CashEOYAmt |
| Cash EOYFMV | $11,630 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,221 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,495 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $2,652,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,289,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,637,944 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,692,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,327,260 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,675,795 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,200 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $4,791 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,745 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,791 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,945 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,684,262 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,305,315 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,684,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,305,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,692,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,327,260 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,684,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$378,947 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,305,315 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,305,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-25 | AcquiredDt |
| Sold | 2024-04-30 | SoldDt |
| Gross Sales Price | $1,296,323 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,450,029 | CostOrOtherBasisAmt |
| Gain Or Loss | -$153,706 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$153,706 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$153,706 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $166 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $166 | SubtotalAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $166 | 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 | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | www.ramlose.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adams & Blinn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9783681200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Peter F Boyce | ||||||
| 3287 Bailey Road | Dacula | GA | 30019 | President | 3.00 | $0 |
| Carole C Boyce | ||||||
| 3287 Bailey Road | Dacula | GA | 30019 | Vice President | 1.00 | $0 |
| Linda M Taylor | ||||||
| 35 Julio Drive Apt 417 | Shrewsbury | MA | 01545 | Vice President | 1.00 | $0 |
| David L Taylor | ||||||
| 35 Julio Drive Apt 417 | Shrewsbury | MA | 01545 | Treasurer & Sec | 5.00 | $0 |
| Monica Rutkovskis | ||||||
| 15 Maple Street | Norton | MA | 02766 | Ass. Secr/Treas | 1.00 | $0 |
| Olivia Boyce Idigo | ||||||
| 167 Odd Street | Athens | GA | 30601 | Vice President | 1.00 | $0 |
| Patrick Grieve | ||||||
| 15 Maple Street | Norton | MA | 02766 | Vice President | 1.00 | $0 |
| Geoffrey Boyce | ||||||
| 113 Philmar Avenue | Cherry Hill | NJ | 08003 | Vice 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Contributions to qualified 501(c)(3) organizations none of whom are related to the directors of the Foundation. See attached list. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,393,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,463,203 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,463,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,948 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,411,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $170,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $170,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $166 | TotalTaxAmt |
| Distributable Before Adj | $170,397 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,397 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,781 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $200,781 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,397 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $23,032 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,157 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,447 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,686 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,216 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $160,538 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,781 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $170,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,384 | RemainingDistriFromCorpusAmt |
| Total Corpus | $190,922 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,032 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $167,890 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,157 | ExcessFromYear4Amt |
| Excess From Year3 | $31,447 | ExcessFromYear3Amt |
| Excess From Year2 | $32,686 | ExcessFromYear2Amt |
| Excess From Year1 | $44,216 | ExcessFromYear1Amt |
| Excess From Current Year | $30,384 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | George A Ramlose Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9783681200 | RecipientPhoneNum |
| Form And Info And Materials | All applications and supporting material should be submitted online at our website www.ramlose.org. Further instructions are on the website. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | August 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Preference is given to organizations in New England or in the southeastern United States. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached list | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01564 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To further the objectives of the recipient organization. | GrantOrContributionPurposeTxt |
| Amt | $200,781 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,781 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,182 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$153,706 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,602 | ExclusionAmt |
| Related Or Exempt Function Incm | -$153,706 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$100,104 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accountants Fees | $3,200 | $1,600 | $0 | $0 |
| Legal Fees | $1,300 | $0 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Dues and Subscriptions | $815 |
| Insurance | $818 |
| Miscellaneous | $9,815 |
| Postage & Delivery | $460 |
| Reimbursed Expense | $3,103 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Income Taxes | Desc |
| BOY Book Value | $4,791 | BOYBookValueAmt |
| EOY Book Value | $18,745 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $19,055 | Amt |
| Net Investment Income | $19,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise Taxes | $18,449 | $18,449 |
| Foreign Taxes | $2,577 | $2,577 |
Comments