KUNKLE CABE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KUNKLE CABE FOUNDATION (EIN 81-5280317)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-15
- IRS object ID
- 202313199349108751
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T17:12:02-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752147296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLLOB MORGAN PEDDY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 ESE LOOP 323 STE 300 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 815280317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KUNKLE CABE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KUNK | BusinessNameControlTxt |
| Phone | 2143100515 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 N CENTRAL EXPY 505 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES LEE CABE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2143100515 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | LEE CABE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN L GUSA | PreparerPersonNm |
| PTIN | P00246406 | PTIN |
| Phone | 9035340088 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
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 |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,798,723 | 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 | $16,786 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,058 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,785 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,785 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,117,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,297 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $395 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $395 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $245,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $232,535 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,367 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $57,145 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,212 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,246 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,212 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,323 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,549 | CashBOYAmt |
| Cash EOY | $106,714 | CashEOYAmt |
| Cash EOYFMV | $106,714 | CashEOYFMVAmt |
| Other Investments BOY | $4,892,335 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,985,187 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,692,009 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,026,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,091,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,798,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,026,884 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,091,901 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,026,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,091,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,026,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,091,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,026,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,017 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,091,901 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,091,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $2,080,062 | $2,004,423 | $75,639 | $75,639 | |
| CAPITAL GAINS DIVIDENDS | $37,658 | $37,658 | $37,658 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,297 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,367 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,367 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,367 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $393 | OverpaymentAmt |
| Applied To ES Tax | $393 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CAROL A CASHMAN | IndividualWithBooksNm |
| Phone | 2143100515 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 N CENTRAL EXPRESSWAY STE 505 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES LEE CABE | ||||||||
| 4245 N CENTRAL EXPWY STE 505 | DALLAS | TX | 75205 | PRESIDENT | 10.00 | $50,000 | $0 | $0 |
| PAUL W HARRIS | ||||||||
| 6335 W NW HWY STE 1013 | DALLAS | TX | 75225 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JJ BARTO | ||||||||
| 7107 BROOKSHIRE CIRCLE | DALLAS | TX | 75230 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BOBBY CLINGAN | ||||||||
| 4245 N CENTRAL EXPWY STE 505 | DALLAS | TX | 75205 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTEN CABE | ||||||||
| 4245 N CENTRAL EXPWY STE 505 | DALLAS | TX | 75205 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,458,158 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,614,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,614,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,530,715 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,536 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,367 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,367 | TotalTaxAmt |
| Distributable Before Adj | $274,169 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $274,169 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $274,169 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $111,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $274,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $60,709 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,764 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,473 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $147,473 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $147,473 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,996 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES LEE CABE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4245 N CENTRAL EXPRESSWAY STE 505 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2145266494 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE IN WRITING AND SHOULD INCLUDE COMPLETE & DETAILED INFORMATION REGARDING THE APPLICANT'S REQUEST INCLUDING DETAILS AND NEEDS OF THE PROGRAM. APPLICATIONS VIA EMAIL WILL ALSO BE ACCEPTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ORGANIZATION MUST BE A QUALIFIED 501(C)(3) ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACT | |||||||
| PO BOX 225225 | DALLAS | TX | 75222 | N/A | PC | OPERATING FUND | $25,000 |
| THE NETWORK GROUP INC | |||||||
| PO BOX 13873 | ARLINGTON | VA | 22219 | N/A | PC | OPERATING FUNDS | $25,000 |
| YOUNG LIFE - NORTH CENTRAL TX REGION | |||||||
| 11300 N CENTRAL EXPY STE 600 | DALLAS | TX | 75243 | N/A | PC | OPERATING FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,786 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,785 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $395 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $245,263 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,263 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $1,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (204 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | AT COST | $0 | $834 |
| ECOLAB INC | AT COST | $1,426 | $2,054 |
| ISHARES MSCI MALAYSIA ETF | AT COST | $7,990 | $7,744 |
| STARBUCKS CORP | AT COST | $2,062 | $3,764 |
| MONDELEZ INTL INC | AT COST | $2,261 | $4,012 |
| ISHARES MSCI POLAND ETF | AT COST | $4,019 | $4,220 |
| FIRST HAWAIIAN INC | AT COST | $2,529 | $2,377 |
| NEWS CORP NEW CL B | AT COST | $2,583 | $5,877 |
| ISHARES MSCI CHILE ETF | AT COST | $3,159 | $3,035 |
| ALIBABA GROUP HLDG LTD SPON ADR | AT COST | $2,646 | $2,501 |
| ELEVANCE HEALTH INC | AT COST | $3,658 | $8,442 |
| ISHARES MSCI QATAR ETF | AT COST | $5,738 | $5,298 |
| S&P GLOBAL INC | AT COST | $8,234 | $10,022 |
| WARNER BROS DISCOVERY INC | AT COST | $5,005 | $4,941 |
| ISHARES MSCI KUWAIT ETF | AT COST | $4,729 | $4,364 |
| GOLDMAN SACHS GROUP INC | AT COST | $4,872 | $10,966 |
| CONTL AG-SPONS ADR ADR | AT COST | $4,954 | $5,644 |
| ROCKWELL AUTOMATION INC NEW | AT COST | $5,800 | $11,531 |
| COSTCO WHOLESALE CORP | AT COST | $13,112 | $19,382 |
| FOX CORP CL A | AT COST | $5,912 | $7,616 |
| WALT DISNEY CO (HOLDING CO) | AT COST | $5,968 | $8,660 |
| LOCKHEED MARTIN CORP | AT COST | $6,069 | $8,287 |
| L3 HARRIS TECHNOLOGIES INC | AT COST | $6,156 | $6,460 |
| SCHWAB CHARLES CORP | AT COST | $18,890 | $21,595 |
| NORTHROP GRUMMAN CORP | AT COST | $6,265 | $9,572 |
| LUKOIL PJSC SPON ADR | AT COST | $6,370 | $571 |
| UNILEVER PLC AMER SHS NEW SPON ADR | AT COST | $6,401 | $5,734 |
| STATE STREET CORP | AT COST | $6,471 | $8,708 |
| VALE SA-SP SPON ADR | AT COST | $2,114 | $2,013 |
| ISHARES MSCI UAE ETF | AT COST | $7,512 | $6,431 |
| UNION PACIFIC CORP | AT COST | $3,143 | $3,069 |
| BANK OF NEW YORK MELLON CORP | AT COST | $6,653 | $5,565 |
| INTUITIVE SURGICAL INC | AT COST | $15,467 | $20,858 |
| CITIGROUP GLOB MARK HLDGS 00.000% | AT COST | $7,266 | $6,547 |
| GRAFTECH INTL LTD | AT COST | $12,299 | $9,072 |
| BERKSHIRE HATHAWAY INC | AT COST | $7,213 | $10,571 |
| WELLS FARGO & CO NEW | AT COST | $2,644 | $3,969 |
| ARMSTRONG WORLD INDUSTRIES | AT COST | $7,367 | $6,905 |
| THERMO FISHER SCIENTIFIC INC | AT COST | $7,732 | $22,957 |
| SHERWIN WILLIAMS CO | AT COST | $11,828 | $15,931 |
| STRIDE INC NTS CONV B/E | AT COST | $14,265 | $14,343 |
| ORACLE CORP | AT COST | $4,737 | $11,433 |
| MICROSOFT CORP | AT COST | $5,724 | $26,903 |
| KAMAN CORP NTS CONV B/E 3.25% | AT COST | $8,106 | $7,704 |
| DANAHER CORP | AT COST | $8,353 | $24,720 |
| EBAY INC | AT COST | $8,670 | $6,793 |
| EMBECTA CORP | AT COST | $8,716 | $6,005 |
| BOOKING HLDGS INC | AT COST | $4,307 | $8,101 |
| O REILLY AUTOMOTIVE INC | AT COST | $7,755 | $36,301 |
| NEWS CORP NEW CL A | AT COST | $9,222 | $16,127 |
| PALO ALTO NETWORKS INC | AT COST | $15,680 | $22,740 |
| ISHARES MSCI INDONESIA ETF | AT COST | $10,792 | $10,280 |
| ADOBE SYSTEMS INC (DELAWARE) | AT COST | $2,651 | $8,802 |
| TEXAS INSTRUMENTS | AT COST | $1,623 | $1,800 |
| LAUDER ESTEE COS CL A | AT COST | $4,248 | $4,517 |
| PARKER HANNIFIN CORP | AT COST | $7,699 | $16,772 |
| CTO REALTY GROWTH INC COM | AT COST | $10,634 | $10,284 |
| LOWES COMPANIES INC | AT COST | $3,150 | $9,254 |
| AMERICAN TOWER CORP REIT | AT COST | $12,655 | $17,261 |
| RELIANCE STEEL & ALUMINUM CO | AT COST | $10,781 | $19,554 |
| INGREDION INC COM | AT COST | $11,328 | $14,515 |
| MSC INDL DIRECT CO INC | AT COST | $7,853 | $13,911 |
| BOFA FIN LLC NTS CONV ZERO CPN RATE 0.00% | AT COST | $10,467 | $11,366 |
| COCA COLA CO COM | AT COST | $12,577 | $12,466 |
| HOME DEPOT INC | AT COST | $3,738 | $7,766 |
| ISHARES MSCI MEXICO ETF | AT COST | $14,904 | $15,483 |
| TJX COS INC NEW | AT COST | $12,075 | $29,168 |
| HONEYWELL INTL INC | AT COST | $12,161 | $18,675 |
| PLYMOUTH INDL REIT INC SBI | AT COST | $12,374 | $19,567 |
| ALPHABET INC CL C | AT COST | $12,779 | $26,613 |
| UNITEDHEALTH GROUP INC | AT COST | $14,287 | $27,396 |
| ATLANTIC SUSTAINABLE INFRASTR | AT COST | $12,019 | $15,799 |
| TARGA RESOURCES INVESTMENTS | AT COST | $11,935 | $66,816 |
| EASTGROUP PROPERTIES INC (MARYLAND CORP) | AT COST | $17,776 | $19,964 |
| NEXTERA ENERGY INC COM | AT COST | $16,187 | $24,931 |
| AMERIPRISE FINANCIAL INC | AT COST | $7,748 | $19,597 |
| CLEARWAY ENERGY INC CL C | AT COST | $14,775 | $22,420 |
| NIKE INC CL B | AT COST | $12,178 | $11,920 |
| ARMADA HOFFLER PPRYS INC REIT | AT COST | $8,818 | $7,732 |
| TYSON FOODS INC CL A | AT COST | $20,625 | $14,342 |
| FOX CORP CL B COM | AT COST | $15,770 | $13,043 |
| LIFE STORAGE INC REIT | AT COST | $14,773 | $24,199 |
| ABBOTT LABS | AT COST | $8,560 | $9,158 |
| NEXTERA ENERGY PARTNERS LP MLP | AT COST | $14,972 | $30,200 |
| INVENTRUST PPTYS CORP SBI | AT COST | $19,448 | $18,512 |
| SYSCO CORP | AT COST | $5,781 | $10,982 |
| JPMORGAN CHASE FINL LINKED TO IBM RATE 00.000% | AT COST | $28,394 | $23,120 |
| BROOKFIELD RENEWABLE COR CAD | AT COST | $20,880 | $20,173 |
| APPLIED MATERIALS INC | AT COST | $14,269 | $21,392 |
| CAMDEN PPTY TR SBI | AT COST | $18,801 | $21,774 |
| COGNIZANT TECH SOLUTIONS CRP | AT COST | $21,798 | $23,436 |
| PACIRA BIOSCIENCES INC CONV B/E | AT COST | $22,597 | $19,425 |
| AMERICOLD REALTY TRUST REIT | AT COST | $18,684 | $22,610 |
| AKAMAI TECHNOLOGIES INC NTS CONV | AT COST | $21,148 | $20,281 |
| VISHAY INTERTECHNOLOGY 2.25% | AT COST | $19,398 | $22,982 |
| CENTERPOINT ENERGY INC | AT COST | $25,956 | $31,016 |
| ANTERO MIDSTREAM CORP | AT COST | $29,638 | $38,408 |
| ONEOK INC NEW | AT COST | $13,905 | $31,230 |
| BOSTON SCIENTIFIC | AT COST | $15,681 | $22,664 |
| BIOMARIN PHARMACEUTICAL INC NTS | AT COST | $20,298 | $20,106 |
| INVITATION HOMES INC REIT | AT COST | $23,887 | $34,400 |
| BOFA FIN LLC NTS CONV ZERO CPN | AT COST | $12,154 | $10,843 |
| FORD MOTOR CO NTS CONV ZERO CPN | AT COST | $20,594 | $23,006 |
| AMERICAN HOMES 4 RENT CL A | AT COST | $20,625 | $31,905 |
| CITIGROUP GLOBAL MARKETS NTS CONV RATE 00.000% | AT COST | $24,283 | $21,905 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | AT COST | $19,700 | $22,707 |
| GREENBRIER COS INC NTS CONV B/E | AT COST | $24,552 | $24,613 |
| AIR PROD & CHEMICAL INC | AT COST | $18,308 | $20,368 |
| PLAINS GP HOLDINGS LP CL A MLP | AT COST | $15,949 | $26,783 |
| HALOZYME THERAPEUT NTS CONV B/E | AT COST | $21,924 | $20,764 |
| BARCLAYS BK PLC NTS CONV 0.000% | AT COST | $23,024 | $19,062 |
| FRANKLIN TEMPLETOON ETF TR FTSE SOUTH KOR | AT COST | $25,576 | $21,822 |
| VISA INC CL A | AT COST | $18,687 | $37,284 |
| CHEESECAKE FACTORY NTS CONV B/E .375% | AT COST | $22,871 | $19,291 |
| PROCTER & GAMBLE CO | AT COST | $17,092 | $19,119 |
| WELLS FARGO FIN LLC NTS LE TO BMY RATE 00.25% | AT COST | $23,783 | $21,001 |
| CHENIERE ENERGY INC NEW | AT COST | $22,044 | $61,249 |
| ISHARES MSCI SAUDI ARABIA | AT COST | $11,939 | $12,936 |
| ENBRIDGE INC CAD | AT COST | $21,716 | $21,176 |
| SUN COMMUNITIES INC | AT COST | $29,190 | $26,092 |
| CITIGROUP GLOBAL MARKETS NTS CONV TO AVGO RATE 00.000% | AT COST | $23,757 | $30,148 |
| SITE CTRS CORP REIT | AT COST | $25,557 | $21,020 |
| PEMBINA PIPELINE CORP CAD | AT COST | $21,452 | $23,769 |
| JOHNSON & JOHNSON COM | AT COST | $18,430 | $22,676 |
| PETIQ INC NTS CONV B/E | AT COST | $25,931 | $20,157 |
| ISHARES MSCI SOUTH AFRICA ETF | AT COST | $18,552 | $15,832 |
| PUBLIC STORAGE REIT | AT COST | $31,019 | $32,107 |
| GS FIN CORP NTS CONV ZERO CPN | AT COST | $27,678 | $25,064 |
| SEMPRA ENERGY | AT COST | $25,187 | $31,447 |
| CANADIAN NAT RESOURCES | AT COST | $24,214 | $40,620 |
| JPMORGAN CHASE FINANCIAL RATE 00.000% | AT COST | $23,877 | $22,890 |
| SALESFORCE.COM INC | AT COST | $17,478 | $20,281 |
| WELLTOWER INC REIT | AT COST | $30,736 | $37,776 |
| DOMINION ENERGY INC | AT COST | $25,478 | $17,660 |
| GS FIN CORP NTS CONV ZERO CPN | AT COST | $30,247 | $32,088 |
| SBA COMMUNICATIONS CORP NEW REIT | AT COST | $29,671 | $30,592 |
| VENTAS INC | AT COST | $34,833 | $36,871 |
| TC ENERGY CORP CAD | AT COST | $23,101 | $19,882 |
| EQUINIX INC REIT | AT COST | $23,924 | $36,845 |
| ASSOCIATED BRITISH FOODS PLC NEW ADR | AT COST | $16,932 | $21,785 |
| PEPSICO INC | AT COST | $14,426 | $25,375 |
| PROLOGIS INC COM | AT COST | $45,177 | $64,503 |
| ISHARES MSCI BRAZIL ETF | AT COST | $44,632 | $37,781 |
| ALPHABET INC CL A | AT COST | $27,972 | $63,441 |
| AVALONBAY COMMUNITIES INC SBI | AT COST | $42,660 | $37,854 |
| CROWN CASTLE INTL CORP REIT | AT COST | $51,891 | $50,134 |
| ISHARES MSCI SOUTH KOREA ETF | AT COST | $43,281 | $34,352 |
| APPLE INC | AT COST | $46,919 | $83,019 |
| WILLIAMS COS INC (DEL) | AT COST | $36,792 | $50,935 |
| BOLLORE EUR | AT COST | $46,103 | $81,718 |
| AMAZON.COM INC | AT COST | $51,606 | $73,393 |
| MICROSOFT CORP | AT COST | $57,674 | $150,178 |
| ISHARES MSCI INDIA ETF | AT COST | $86,856 | $84,472 |
| ISHARES MSCI TAIWAN ETE | AT COST | $21,687 | $22,570 |
| ISHARES MSCI CHINA ETF | AT COST | $93,770 | $62,502 |
| FRANKLIN TEMPLETON ETF TR FTSE CHINA | AT COST | $127,155 | $82,104 |
| INVESCO TREAS COLL ETF | AT COST | $130,568 | $130,150 |
| WCM FOCUSED INTERNATIONAL GROWTH FUND CLASS INSTL | AT COST | $238,458 | $343,071 |
| AB HIGH INCOME MUNICIPAL | AT COST | $345,800 | $308,511 |
| CATALYST/MILLBURN HEDGE | AT COST | $317,467 | $352,911 |
| POLEN GROWTH FUND CLASS I | AT COST | $436,438 | $302,638 |
| ACCENTURE PLC IRELAND CL A | AT COST | $15,894 | $17,898 |
| ADVANCED MICRO DEVICES INC | AT COST | $12,141 | $14,125 |
| INTUIT | AT COST | $15,038 | $16,037 |
| LILLY ELI & CO | AT COST | $21,078 | $28,139 |
| MASTERCARD INC CL A | AT COST | $13,251 | $13,766 |
| META PLATFORMS INC CL A | AT COST | $18,859 | $18,941 |
| SCHLUMBERGER LTD NETHERLANDS | AT COST | $10,382 | $14,196 |
| DIGITAL REALTY TRUST INC REIT | AT COST | $35,266 | $40,310 |
| EQUITY RESIDENTIAL SBI | AT COST | $18,511 | $16,493 |
| HIGHWOODS PROPERTIES INC | AT COST | $15,979 | $17,933 |
| ITAU UNIBANCO HLDG SA ADR | AT COST | $2,199 | $2,909 |
| FRANKLIN TEMPLETON ETF TR FTSE TAIWAN | AT COST | $37,691 | $41,245 |
| GLOBAL X FDS GLOBAL X MSCI GREECE ETF | AT COST | $2,041 | $2,116 |
| ISHARES MSCI PHILIPPINES ETF | AT COST | $4,797 | $4,635 |
| SPDR S&P CHINA ETF | AT COST | $2,544 | $2,361 |
| HESS MIDSTREAM LP CL A | AT COST | $16,214 | $17,119 |
| KINETIK HLDGS INC CL A | AT COST | $23,312 | $24,317 |
| LINDE PLC NEW EUR | AT COST | $12,879 | $13,338 |
| NESTE OYJ ADR | AT COST | $15,158 | $12,924 |
| NEW FORTRESS ENERGY INC CL A | AT COST | $12,711 | $11,274 |
| CONOCOPHILLIPS | AT COST | $10,737 | $10,983 |
| DEVON ENERGY CORP NEW | AT COST | $12,498 | $9,813 |
| DIAMONDBACK ENERGY INC | AT COST | $11,498 | $11,560 |
| EOG RESOURCES INC | AT COST | $11,156 | $11,101 |
| OLIN CORP | AT COST | $12,990 | $12,077 |
| PIONEER NAT RES CO | AT COST | $12,792 | $11,602 |
| U HAUL HLDG CO | AT COST | $15,713 | $25,082 |
| U HAUL HLDG CO | AT COST | $1,614 | $3,043 |
| ISHARES MSCI SOUTH KOREA ETF | AT COST | $83,664 | $88,922 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | AT COST | $51,649 | $51,695 |
| GUESS INC NTS CONV B/E | AT COST | $14,416 | $15,045 |
| MORGAN STANLEY FIN LLC NTS CONV | AT COST | $23,888 | $21,326 |
| BOFA FIN LLC CONV MED TERM NTS RATE 0.00% | AT COST | $19,459 | $18,459 |
| BARCLAYS BANK PLC NTS CONV TO CMI | AT COST | $23,000 | $21,494 |
| ENPHASE ENERGY INC NTS CONV B/E | AT COST | $10,543 | $10,335 |
| BACLAYS BANK PLC NTS LINKED TO DIS RATE 0.00% | AT COST | $23,449 | $21,105 |
| ITRON INC CONV B/E | AT COST | $19,723 | $19,511 |
| JETBLUE AIRWAYS CORP NTS CONV B/E | AT COST | $19,428 | $19,710 |
| LCI INDUSTRIES NTS CONV B/E | AT COST | $19,637 | $20,213 |
| EURONET WORLDWIDE INC NTS CONV RATE 0.750% | AT COST | $6,816 | $6,794 |
| UNIVAR SOLUTIONS INC | AT COST | $16,190 | $17,311 |
| COCA COLA CO COM | AT COST | $4,424 | $5,841 |
| PROCTER & GAMBLE CO | AT COST | $9,034 | $18,512 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Revenue And Expenses Per Books | $57,145 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $57,145 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $395 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $395 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,367 | $3,367 | $0 |
| EXCISE TAX | $6,334 | $0 | $0 |
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