ALAN AND RUBY RIEDEL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALAN AND RUBY RIEDEL FOUNDATION (EIN 31-1520973)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-26
- IRS object ID
- 202301169349102000
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-26T11:22:05-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452406032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cantrell & Cantrell PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Buffalo Speedway Suite 1000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311520973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alan and Ruby Riedel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAN | BusinessNameControlTxt |
| Phone | 7134128308 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 Live Oak St | AddressLine1Txt |
| City | Round Top | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78954 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ruby Riedel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ruby | PersonFirstNm |
| Person Last | Riedel | 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 | Carol Cantrell CPA JD | PreparerPersonNm |
| PTIN | P00047256 | PTIN |
| Phone | 7133330555 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,518,783 | 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 | $206 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $206 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $206 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,943 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,943 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,943 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $672,590 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,933 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $150,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,082 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,149 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,503 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,503 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $3,503 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,503 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,538 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,538 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,538 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,041 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,041 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,041 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,503 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,041 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,041 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,041 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,108 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,696 | CashBOYAmt |
| Cash EOY | $18,403 | CashEOYAmt |
| Cash EOYFMV | $18,403 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $106,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,285 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,253,084 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,217,407 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,394,095 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,269,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,342,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,518,783 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,269,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,342,095 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,269,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,342,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,269,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,342,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,269,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,274 | OtherIncreasesAmt |
| Subtotal | $1,342,095 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,342,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $672,590 | GrossSalesPriceAmt |
| Cost Or Other Basis | $547,657 | CostOrOtherBasisAmt |
| Gain Or Loss | $124,933 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $124,933 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,933 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,919 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,919 | SubtotalAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Tax Due | $1,946 | 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 | 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 | Amy Riedel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134128308 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 Live Oak St | AddressLine1Txt |
| City | Round Top | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78954 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2021 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2020 | UndistrIncmSect4942a2AppYr1Yr |
| Undistr Incm Sect4942a2 App Yr2 | 2021 | UndistrIncmSect4942a2AppYr2Yr |
| 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 |
|---|---|---|---|---|---|---|
| Ruby Riedel | ||||||
| 310 N Live Oak Street | Round Top | TX | 78954 | President | 1.00 | $0 |
| Ralph Riedel | ||||||
| 2755 Terrwood Drive East | Macungie | PA | 18062 | Director | 1.00 | $0 |
| John Riedel | ||||||
| 606 Stoneleigh | Houston | TX | 77079 | Director | 1.00 | $0 |
| Amy Riedel Bone | ||||||
| 310 N Live Oak Street | Round Top | TX | 78954 | Director | 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 | $1,685,470 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,685,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,685,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,660,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,919 | TotalTaxAmt |
| Distributable Before Adj | $81,090 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,090 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,090 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,503 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $92,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,970 | UndistributedIncomePYAmt |
| Qualifying Distributions | $92,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,970 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $533 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $80,557 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ruby Riedel | ContributingManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| The Ohio University Foundation | |||||||
| PO Box 869 | Athens | OH | 45701 | None | PC | Educational Purposes | $20,000 |
| St Jude Children's Research Hospita | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | PC | Charitable and Scientific Purposes | $10,000 |
| A Call to College | |||||||
| 314 Granville Street | Newark | OH | 43055 | None | PC | Educational Purposes | $10,000 |
| Round Top Family Library | |||||||
| PO Box 245 | Round Top | TX | 78954 | None | PC | Charitable purposes | $5,000 |
| Spring Branch Animal and Bird Sanct | |||||||
| 1408 Woodvine | Houston | TX | 77055 | None | GOV | Charitable purposes | $2,000 |
| Tahoe Fund | |||||||
| POBox 7124 | Tahoe City | CA | 96145 | None | PC | Charitable Purpose | $5,000 |
| Round Top Warrenton Volunteer Fire | |||||||
| PO Box 145 | Round Top | TX | 78954 | None | GOV | Charitable Purposes | $5,000 |
| Project Purple | |||||||
| PO Box 884 | Seymour | CT | 06483 | None | PC | Charitable Purposes | $6,000 |
| Round Top Festival Institute | |||||||
| PO Box 89 | Round Top | TX | 78954 | None | PC | Charitable Purposes | $5,000 |
| Fayetteville Community Center Group | |||||||
| PO BOX 122 | FAYETTEVILLE | TX | 78940 | None | PC | Charitable Purposes | $4,000 |
| Fayette Community Foundation | |||||||
| PO Box 664 | La Grange | TX | 78945 | None | PC | Charitable Purposes | $4,000 |
| Communities in Schools of Eastern P | |||||||
| 739 N 12th St | Allentown | PA | 18102 | None | PC | Charitable Purposes | $10,000 |
| Teaching Cleveland | |||||||
| 14189 Washington Blvd | Cleveland | OH | 44118 | None | PC | Charitable Purposes | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,943 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $124,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $150,082 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,082 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees (C&C) | CategoryTxt |
| Legal Fees | $3,503 | LegalFeesAmt |
| Net Investment Income | $3,503 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,503 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,503 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Schwab Fees | Desc |
| Revenue And Expenses Per Books | $8,538 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,538 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,538 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Difference | Desc |
| Amt | $23,274 | Amt |