ANCONA FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANCONA FAMILY FOUNDATION (EIN 46-1606217)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349104626
- Schema version
- 2021v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:26:40-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943313644 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chu and Waters LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 595 Market Street Suite 2350 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461606217 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ancona Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANCO | BusinessNameControlTxt |
| Phone | 8475646287 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 North Green Bay Road | AddressLine1Txt |
| City | Lake Forrest | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edgar Ancona | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Edgar | PersonFirstNm |
| Person Last | Ancona | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony T Liang | PreparerPersonNm |
| PTIN | P00845266 | PTIN |
| Phone | 4157819900 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $593,435 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $111,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,778 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,778 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,599 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,378 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,779 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,615 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,615 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $191 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,250 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,056 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,885 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,885 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,941 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,322 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,779 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,574 | CashBOYAmt |
| Cash EOY | $117,246 | CashEOYAmt |
| Cash EOYFMV | $117,246 | CashEOYFMVAmt |
| Corporate Stock BOY | $244,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $249,297 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $372,375 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $53,822 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,830 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $35,187 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,390 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,984 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $386,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $455,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $593,435 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $386,318 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $455,755 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $386,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $455,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $386,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $455,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $386,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,437 | ExcessRevenueOverExpensesAmt |
| Subtotal | $455,755 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $455,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Capital Gain Distributions | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $4,599 | GrossSalesPriceAmt |
| Gain Or Loss | $4,599 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,599 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,599 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $88 | SubtotalAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,765 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,765 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,677 | OverpaymentAmt |
| Applied To ES Tax | $2,677 | 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 |
| 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 | Edgar Ancona | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472958154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 199 North Green Bay Road | AddressLine1Txt |
| City | Lake Forrest | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Edgar Ancona | ||||||
| 199 N Green Bay Road | Lake Forrest | IL | 60045 | Director | 1.00 | $0 |
| Nora Ancona | ||||||
| 199 N Green Bay Road | Lake Forrest | IL | 60045 | Director | 1.00 | $0 |
| John Ancona | ||||||
| 31 Black Birch Lane | Scarsdale | NY | 10583 | 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 | $441,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $524,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $524,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,865 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $516,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88 | TotalTaxAmt |
| Distributable Before Adj | $25,737 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,737 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,737 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,885 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,885 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,737 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $6,498 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $524,733 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,196 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $582,688 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,885 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,737 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,148 | RemainingDistriFromCorpusAmt |
| Total Corpus | $604,836 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $604,836 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,498 | ExcessFromYear4Amt |
| Excess From Year3 | $524,733 | ExcessFromYear3Amt |
| Excess From Year2 | $30,196 | ExcessFromYear2Amt |
| Excess From Year1 | $21,261 | ExcessFromYear1Amt |
| Excess From Current Year | $22,148 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Edgar Ancona | ContributingManagerNm |
| Contributing Manager | John Ancona | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Amherst Fund | |||||||
| PO Box 5000 | Amherst | MA | 01002 | NONE | PC | Grant to Public Charity | $2,500 |
| Junior League of Chicago | |||||||
| 1447 N Astor Street | Chicago | IL | 60610 | NONE | PC | Grant to Public Charity | $185 |
| Nantucket Atheneum | |||||||
| 1 India Street | Nantucket | MA | 02554 | NONE | PC | Grant to Public Charity | $1,000 |
| Nantucket Historical Association | |||||||
| 13 Broad Street | Nantucket | MA | 02554 | NONE | PC | Grant to Public Charity | $500 |
| Nantucket Preservation Trust | |||||||
| 55 Main Street | Nantucket | MA | 02554 | NONE | PC | Grant to Public Charity | $1,000 |
| Univ of Chicago Booth School of Bus | |||||||
| 5807 South Woodlawn Avenue | Chicago | IL | 60637 | NONE | PC | Grant to Public University | $5,000 |
| Northern Illinois Food Bank | |||||||
| 273 Dearborn Court | Geneva | IL | 60134 | NONE | PC | Grant to Public Charity | $1,000 |
| Lake Forest Open Lands Assoc | |||||||
| 350 North Waukegan Road | Lake Forest | IL | 60045 | NONE | PC | Grant to Public Charity | $100 |
| Rensselaer Polytechnic Institute | |||||||
| 110 8th Street | Troy | NY | 12180 | NONE | PC | Grant to Public Charity | $10,000 |
| American Friends of LSE | |||||||
| 424 West 33rd Street Suite 280 | New York | NY | 10001 | NONE | PC | Grant to Public Charity | $4,000 |
| Nantucket Cottage Hospital | |||||||
| 57 Prospect Street | Nantucket | MA | 02554 | NONE | PC | General Operating Purposes. | $20,000 |
| Leukemia and Lymphoma Society | |||||||
| 70 Walnut Street STE 301 | Wellsley | MA | 02481 | NONE | PC | Support of organization that supports patients. | $1,000 |
| ST Francis Breadline | |||||||
| 144 West 32nd Street | New York | NY | 10001 | NONE | PC | Grant to Public Charity | $50 |
| Society for the Relief of Women and | |||||||
| 230 W 41st St | New York | NY | 10036 | NONE | PC | Grant to Public Charity | $100 |
| Egan Maritime | |||||||
| PO Box 2923 | Nantucket | MA | 02584 | NONE | PC | Grant to Public Charity | $350 |
| Be the Match | |||||||
| PO Box 1450 | Minneapolls | MN | 55485 | NONE | PC | Grant to Public Charity | $1,000 |
| Mayo Clinic | |||||||
| 13400 E Shea Blvd | Scottsdale | AZ | 85259 | NONE | PC | General Operating Purposes | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,885 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,778 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,378 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $4,250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,250 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisor Fees | CategoryTxt |
| Amt | $2,615 | Amt |
| Net Investment Income | $2,615 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $191 | Amt |
| Net Investment Income | $191 | NetInvestmentIncomeAmt |
Comments