THE DAVIS FAMILY FUND INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE DAVIS FAMILY FUND INC (EIN 13-6160952)
Tax period
2019-11-01 to 2020-10-31
Filed
2022-01-24
IRS object ID
202230249349100113
Schema version
2019v5.0
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

FieldValueIRS element (for citing)
Return2022-01-24T09:06:38-08:00ReturnTs
Tax Period End2020-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112370855PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Satty Levine & Ciacco CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1534 Broadhollow Road Suite 300AddressLine1Txt
CityMelvilleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136160952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Davis Family Fund IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone5163389500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1837 Boston Post RoadAddressLine1Txt
CityMadisonCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06443ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRussell A DavisPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-01-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFrank Lou CPAPreparerPersonNm
PTINP00546140PTIN
Phone5163389500PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$802,880FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$13,559DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,559DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,559DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$114,136NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$374,358GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$114,136CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$127,698TotalRevAndExpnssAmt
Total Net Invst Incm$127,698TotalNetInvstIncmAmt
Total Adj Net Incm$13,562TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,215AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$2,215AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$2,122TaxesRevAndExpnssAmt
Taxes Adj Net Incm$2,122TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$5,181OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$5,181OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$9,518TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$9,518TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,568TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$9,518TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$40,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$78,130ExcessRevenueOverExpensesAmt
Net Investment Income$127,698NetInvestmentIncomeAmt
Adjusted Net Income$4,044AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,212CashBOYAmt
Cash EOY$10,968CashEOYAmt
Cash EOYFMV$10,968CashEOYFMVAmt
Corporate Stock BOY$583,584CorporateStockBOYAmt
Corporate Stock EOY$660,958CorporateStockEOYAmt
Corporate Stock EOYFMV$791,912CorporateStockEOYFMVAmt
Total Assets BOY$593,796TotalAssetsBOYAmt
Total Assets EOY$671,926TotalAssetsEOYAmt
Total Assets EOYFMV$802,880TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$382,240AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$382,240AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$211,556RetainedEarningBOYAmt
Retained Earning EOY$289,686RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$593,796TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$671,926TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$593,796TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$671,926TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$593,796TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$78,130ExcessRevenueOverExpensesAmt
Subtotal$671,926SubtotalAmt
Tot Net Ast Or Fund Balances EOY$671,926TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INVESCO S&P MIDCAP LOW VOLATILITY ETFP2018-07-272020-02-24$1,949$1,712$237$237
EASTMAN CHEMICAL COP2017-01-012020-03-03$65,675$8,261$57,414$57,414
CARRIER GLOBAL CORPP2019-05-242020-04-27$412$610-$198-$198
CARRIER GLOBAL CORPP2018-07-272020-04-27$972$1,484-$512-$512
INVESCO SMALLCAP LOW VOLATILITY ETFP2018-07-272020-04-27$17,155$25,009-$7,854-$7,854
COHEN & STEERS REAL ESTATE SECURITIESP2020-01-012020-07-08$219$236-$17-$17
FIDELITY ADVISOR REAL ESTATE FUNDP2020-01-012020-07-08$241$249-$8-$8
FRANKLIN MUTUAL BEACON FUNDP2020-01-012020-07-08$8,900$9,903-$1,003-$1,003
INVESCO S&P MIDCAP LOW VOLATILITYP2020-03-032020-07-08$8,627$10,717-$2,090-$2,090
COHEN & STEERS REAL ESTATE SECURITIESP2019-01-012020-07-08$2,832$3,003-$171-$171
FIDELITY ADVISOR REAL ESTATE FUNDP2018-01-012020-07-08$4,340$4,344-$4-$4
INVESCO S&P MIDCAP LOW VOLATILITYP2018-07-272020-07-08$28,620$33,289-$4,669-$4,669
OTIS WORLDWIDE CORPP2019-01-012020-07-08$2,381$2,928-$547-$547
FRANKLIN MUTUAL BEACON FUNDP2018-01-012020-07-08$183,806$103,345$80,461$80,461
INTEL CORPP2018-07-272020-08-03$8,105$7,990$115$115
RAYTHEONP2020-01-012020-10-07$4,749$4,935-$186-$186
VONTIER CORPP2020-07-082020-10-07$6$5$1$1
BOEING COMPANYP2019-01-012020-10-07$4,765$10,439-$5,674-$5,674
JANUS HENDERSON ENTERPRISE FUNDP2018-07-272020-10-07$6,000$5,324$676$676
MARRIOT INTLP2019-01-012020-10-07$6,860$9,223-$2,363-$2,363
RAYTHEONP2019-01-012020-10-07$4,987$6,179-$1,192-$1,192
TRAVELERSP2019-05-242020-10-07$8,446$11,037-$2,591-$2,591
LT CAPITAL GAIN DISTRIBUTIONSP2019-01-012020-10-31$4,004$4,004$4,004
ST CAPITAL GAIN DISTRIBUTIONSP2020-01-012020-10-31$307$307$307
FieldValueIRS element (for citing)
Capital Gain Net Income$114,136CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$3,194NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,678AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$811,194NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04522DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,065AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$880,712NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04436DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,573AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$863,973NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04580DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$783,208NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03703DistributionYr4Rt
Adjusted Qlfy Distri Yr5$35,822AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$843,515NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04247DistributionYr5Rt
Total Distribution0.214870TotalDistributionRt
Average Distribution0.042974AverageDistributionRt
Net Vl Noncharitable Assets$820,036NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,240AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,277NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,517AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,277InvestmentIncomeExciseTaxAmt
Subtotal$1,277SubtotalAmt
Tax Based On Investment Income$1,277TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Tax Due$77TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Satty Levine & Ciacco CPAsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5163389500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1534 Broadhollow RoadAddressLine1Txt
CityMelvilleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Russell A Davis
837 Boston Post Road Ste 12MadisonCT06443President0.00$0
Gerald A Davis
837 Boston Post Road Ste 12MadisonCT06443Treasurer0.00$0
Stephen M Davis
837 Boston Post Road Ste 12MadisonCT06443Secretary0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1community based projectsDescription1Txt
Expenses1$16,500Expenses1Amt
Description2artsDescription2Txt
Expenses2$2,000Expenses2Amt
Description3religiousDescription3Txt
Expenses3$14,900Expenses3Amt
Description4educationalDescription4Txt
Expenses4$6,650Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$824,231AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,293AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$832,524TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$832,524AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,488CashDeemedCharitableAmt
Net Vl Noncharitable Assets$820,036NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,002MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,002MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,277TaxBasedOnInvestmentIncomeAmt
Total Tax$1,277TotalTaxAmt
Distributable Before Adj$39,725DistributableBeforeAdjAmt
Distributable Before Ded$39,725DistributableBeforeDedAmt
Distributable As Adjusted$39,725DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,050ExpensesAndContributionsAmt
Qualifying Distributions$40,050QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,277PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,773AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,725DistributableAsAdjustedAmt
Undistributed Income PY$33,975UndistributedIncomePYAmt
Qualifying Distributions$40,050QualifyingDistributionsAmt
Applied To Year1$33,975AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,075AppliedToCurrentYearAmt
Undistributed Income CY$33,650UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SHORELINE ARTS ALLIANCE
725 BOSTON POST ROADGUILFORDCT06437NONEPCgeneral CONTRIBUTION$1,000
THE HOLLYCROFT FOUNDATION
51 COMSTOCK AVEIVORYTONCT06442NONEPCgeneral CONTRIBUTION$1,000
MADISON ABC PROGRAM
BOX 371MADISONCT06443NONEPCgeneral contribution$1,000
MADISON FOUNDATION
PO BOX 446MADISONCT06443NONEPCgeneral contribution$2,000
EC Scranton Memorial Library
801 BOSTON POST ROADMadIsonCT06443NONEPCgeneral contribution$5,000
MADISON HISTORICAL SOCIETY
14 MEETINGHOUSE LANEMADISONCT06443NONENonprofitgeneral contribution$1,000
MADISON HOSE CO NO 1
PO BOX 573MADISONCT06443NONENon-profigeneral contributions$1,000
MADISON ROTARY FOUNDATION
PO BOX 335MADISONCT06443NONENonprofitGENERAL CONTRIBUTION$1,000
CONGREGATION BETH SHALOM RODIE ZEDE
55 EAST KINGS HIGHWAYCHESTERCT06412NONENONPROFITGENERAL contribution$4,500
GUILFORD ART CENTER
411 CHURCH STREETGUILFORDCT06437NONEPCGeneral Contribution$1,000
ARYEH STEIN-AZEN FUND
PO Box 5357PrincetonNJ08540NONEPCGeneral Contribution$1,350
Madison Ambulance Association
9 Old Route 79MadisonCT06443NONEPCGeneral Contribution$1,000
Temple Solel
3575 Manchester AvenueCardiff by the SeaCA92007NONEPCGeneral Contribution$1,200
KPBS
5200 Campanile DriveSan DiegoCA92182NONEPCGeneral Contribution$1,200
Emilio Nares Foundation
2650 Truxtun RoadSan DiegoCA92106NONEPCGeneral Contribution$600
Temple Beth Tikua
196 Durham RdMadisonCT06443NONEPCGeneral Contribution$3,600
Earth Justice
50 California StreetSan FranciscCA94111NonePCGeneral Contribution$1,350
Danbury Area Refugee Assistance
PO Box 1090Redding CenterCT06875NonePCGeneral Conribution$1,350
Jewish Family Service
1440 Whallet AvenueNew HavenCT06515NonePCGeneral Contribution$4,000
Feeding San Diego
9477 Waples StSan DiegoCA92121NonePCGeneral Contribution$1,500
First Congregational Church of Madi
26 Meetinghouse LaneMadisonCT06443NonePCGeneral Contribution$250
Dolores A Mansi Scholarship
205 Dorsett LaneMadisonCT06443NonePCGeneral Contribution$650
MCS Inc
PO Box 148MadisonCT06443NonePCGeneral Contribution$2,000
Fresher Sacramento
8001 Folsom BlvdSacramentoCA95826NonePCGeneral Contribution$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,559ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$114,136RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,562ExclusionAmt
Related Or Exempt Function Incm$114,136RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$127,698TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementIncome is generated to support the organization's charitable purpose.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$2,215Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$2,215AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Bank Charges$177$177
Investment Expenses$5,004$5,004

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT INCOME TAXESCategoryTxt
Amt$2,122Amt
Adjusted Net Income$2,122AdjustedNetIncomeAmt

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