PATEL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PATEL FAMILY FOUNDATION (EIN 20-4933895)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202541349349105184
- Schema version
- 2024v5.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T17:17:17-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942425083 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITTLE & COMPANY CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1294 KIFER RD STE 708 | AddressLine1Txt |
| City | SUNNYVALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204933895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATE | BusinessNameControlTxt |
| Phone | 6504280817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 OAK AVE | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMIR PATEL | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2025-05-14 | 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 | CHARLES COSSMON | PreparerPersonNm |
| PTIN | P00042018 | PTIN |
| Phone | 4082453921 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $931,398 | 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 | $25,999 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,999 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,505 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,505 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $547,197 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,613 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $36 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,153 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,153 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,315 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,315 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,354 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,354 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $185 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $45 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,027 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,027 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,487 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,799 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,919 | CashBOYAmt |
| Cash EOY | $18,587 | CashEOYAmt |
| Cash EOYFMV | $18,587 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,008,494 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $901,135 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $909,944 | USGovtObligationsEOYFMVAmt |
| Other Investments EOY | $2,867 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,867 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,021,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $922,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $931,398 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,021,413 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $922,589 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,021,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $922,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,021,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $922,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,021,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $922,589 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $922,589 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 60,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $52,659 | $51,551 | $1,108 | $1,108 |
| 45,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $39,966 | $39,157 | $809 | $809 |
| 30,000 US TSY NOTE | P | 2023-08-10 | 2024-07-03 | $26,406 | $25,909 | $497 | $497 |
| 50,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $44,328 | $43,541 | $787 | $787 |
| 40,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $37,138 | $36,808 | $330 | $330 |
| 40,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $37,772 | $37,455 | $317 | $317 |
| 45,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $41,876 | $41,537 | $339 | $339 |
| 60,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $56,604 | $56,250 | $354 | $354 |
| 25,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $24,021 | $23,848 | $173 | $173 |
| 25,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $23,619 | $23,506 | $113 | $113 |
| 40,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $39,294 | $39,255 | $39 | $39 |
| 50,000 US TSY NOTE | P | 2023-06-14 | 2024-05-15 | $49,346 | $49,531 | -$185 | -$185 |
| 35,000 US TSY NOTE | P | 2023-08-30 | 2024-07-03 | $34,516 | $34,549 | -$33 | -$33 |
| 25,000 US TSY NOTE | P | 2023-08-10 | 2024-07-03 | $24,614 | $24,722 | -$108 | -$108 |
| 15,000 US TSY NOTE | P | 2024-07-08 | 2024-11-20 | $15,038 | $14,965 | $73 | $73 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,613 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $400 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $400 | SubtotalAmt |
| Tax Based On Investment Income | $400 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $400 | 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 | CA | 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 | SAMIR PATEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504280817 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 OAK AVENUE | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SAMIR A PATEL | ||||||
| 1404 OAK AVE | LOS ALTOS | CA | 94024 | Secretary | 0.00 | $0 |
| KSHIPRA S PATEL | ||||||
| 1404 OAK AVE | LOS ALTOS | CA | 94024 | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $964,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,687 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $999,611 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $999,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $984,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $400 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $400 | TotalTaxAmt |
| Distributable Before Adj | $48,831 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,831 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,831 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,487 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $127,487 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,831 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $102,527 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $118,559 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,983 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $286,069 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,487 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,656 | RemainingDistriFromCorpusAmt |
| Total Corpus | $364,725 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $102,527 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $262,198 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $118,559 | ExcessFromYear3Amt |
| Excess From Year2 | $64,983 | ExcessFromYear2Amt |
| Excess From Current Year | $78,656 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAMIR A PATEL | ContributingManagerNm |
| Contributing Manager | KSHIPRA S PATEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IIT BOMBAY HERITAGE FUND | |||||||
| 21710 STEVENS CREEK BLVD SUITE 115 | CUPERTINO | CA | 95014 | None | N/A | Unrestricted | $50,000 |
| PRATHAM | |||||||
| 5890 POINT WEST DRIVE | HOUSTON | TX | 77036 | None | N/A | Unrestricted | $5,000 |
| HUMAN SERVICE FOUNDATION | |||||||
| 309 GOLDEN GRASS DRIVE | ALAMO | CA | 94507 | None | N/A | Unrestricted | $5,000 |
| MUNI SEVA CHARITABLE FOUNDATION | |||||||
| 1006 OLDE STERLING WAY | DAYTON | OH | 45459 | None | N/A | Unrestricted | $56,001 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | None | N/A | Unrestricted | $500 |
| WORLD WIDELIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | N/A | Unrestricted | $1,000 |
| BOYS GIRLS CLUB | |||||||
| 753 WEST LOWELL AVENUE | TRACY | CA | 95376 | None | N/A | Unrestricted | $1,025 |
| A FUTURE FOR EVERY CHILD | |||||||
| 1360 LA BELLA AVE | SUNNYVALE | CA | 94087 | None | N/A | Unrestricted | $1,000 |
| US GIVING TO MAHER | |||||||
| 1205 NORTH AVENUE STE 13 | BURLINGTON | VT | 05408 | None | PF | Unrestricted | $501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,027 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $25,999 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,505 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $36 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,613 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,153 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,315 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,315 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $901,135 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $909,944 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2,867.040 FEDERATED HRMS USTRSY CSRS PRM | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,867 | BookValueAmt |
| EOYFMV | $2,867 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE | Desc |
| Revenue And Expenses Per Books | $2,100 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,100 | 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 | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | roundiing | Desc |
| Amt | $4 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $3,354 | Amt |
| Net Investment Income | $3,354 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $140 | |
| STATE FILING FEES | $45 | $45 |
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