ARORA FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ARORA FOUNDATION INC (EIN 03-0576552)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-17
- IRS object ID
- 202223219349100502
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-17T07:36:02-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273435057 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vescio Family Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Depot Plz Ste 403 | AddressLine1Txt |
| City | Bedford Hills | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10507 | 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 | 030576552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARORA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AROR | BusinessNameControlTxt |
| Phone | 2036296029 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 ROCKWOOD LANE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARPREET ARORA | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HARPREET | PersonFirstNm |
| Person Last | ARORA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER C VESCIO CPA | PreparerPersonNm |
| PTIN | P00003541 | PTIN |
| Phone | 9143589888 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $3,752,375 | 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 | $22,418 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,418 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $22,418 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $35,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,009 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $35,009 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,407 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $396,337 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,072 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,512 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $200,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,499 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $63,939 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,144 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,327 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,742 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,742 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,499 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $63,939 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,389 | CashBOYAmt |
| Cash EOY | $26,819 | CashEOYAmt |
| Cash EOYFMV | $26,819 | CashEOYFMVAmt |
| Other Investments BOY | $2,399,507 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,719,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,725,556 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1,000,001 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,450,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,745,874 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,752,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,450,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,745,874 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,450,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,745,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,450,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,745,874 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,450,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $266,857 | OtherIncreasesAmt |
| Subtotal | $2,745,874 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,745,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY | P | 2021-01-01 | 2021-12-31 | $44,677 | $38,165 | $6,512 | $6,512 |
| FIDELITY | P | 2020-01-01 | 2021-12-31 | $351,660 | $222,100 | $129,560 | $129,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,072 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,512 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,690 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,690 | SubtotalAmt |
| Tax Based On Investment Income | $2,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $179 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $179 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,511 | 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 | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | VESCIO FAMILY ADVISORS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143589888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 DEPOT PLAZA SUITE 403 | AddressLine1Txt |
| City | BEDFORD HILLS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10507 | 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 |
|---|---|---|---|---|---|---|
| HARPREET ARORA | ||||||
| 56 ROCKWOOD LANE | GREENWICH | CT | 06830 | President | 0.00 | $0 |
| NISHA ARORA | ||||||
| 56 ROCKWOOD LANE | GREENWICH | CT | 06830 | Vice 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $2,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,690 | TotalTaxAmt |
| Distributable Before Adj | $2,690 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,690 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,742 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $159,742 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,364 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $26,923 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $28,287 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,742 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $159,742 | RemainingDistriFromCorpusAmt |
| Total Corpus | $188,029 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $188,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,364 | ExcessFromYear4Amt |
| Excess From Year2 | $26,923 | ExcessFromYear2Amt |
| Excess From Current Year | $159,742 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARPREET ARORA | ContributingManagerNm |
| Contributing Manager | NISHA ARORA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| YMCA GREENWICH | ||||||
| 50 E Putnam Ave | Greenwich | CT | 06830 | CHAR ORG | CHARITABLE CONTRIBUTION | $8,725 |
| RYE COUNTRY DAY SCHOOL | ||||||
| 3 Cedar St | RYE | NY | 10580 | CHAR ORG | CHARITABLE CONTRIBUTION | $25,000 |
| HARVARD UNIVERSITY | ||||||
| 124 MOUNT AUBRUN STREET | CAMBRIDGE | MA | 02138 | CHAR ORG | CHARITABLE ORGANIZATION | $70,000 |
| INDIA CULTURAL CENTER OF GREENWICH | ||||||
| C/O VFA 2 DEPOT PLAZA SUITE 403 | BEDFORD HILLS | NY | 10507 | CHAR ORG | CHARITABLE ORGANIZATION | $5,250 |
| Community Centers Inc of Greenwich | ||||||
| 2 St Roch Ave | Greenwich | CT | 06830 | CHAR ORG | CHARITABLE ORGANIZATION | $5,000 |
| Friends of Teach for India Inc | ||||||
| 25 Broadway 12th Floor | New York | NY | 10004 | CHAR ORG | CHARITABLE ORGANIZATION | $5,000 |
| Women's Business Development Counci | ||||||
| 84 Bedford St 201 | Stamford | CT | 06901 | CHAR ORG | CHARITABLE ORGANIZATION | $2,000 |
| Malta House | ||||||
| 139 W Rocks Rd | Norwalk | CT | 06851 | CHAR ORG | CHARITABLE ORGANIZATION | $500 |
| Guru Tegh Bahadur Foundation | ||||||
| 622 West Ave | Norwalk | CT | 06850 | CHAR ORG | CHARITABLE ORGANIZATION | $21,000 |
| Garden State Sikh | ||||||
| 977 Washington Valley Rd | Basking Ridge | NJ | 07920 | CHAR ORG | CHARITABLE ORGANIZATION | $2,100 |
| Perez Art Museum | ||||||
| 1103 Biscayne Blvd | Miami | FL | 33132 | CHAR ORG | CHARITABLE ORGANIZATION | $90 |
| Greenwich PD Scholarship Fund | ||||||
| 11 Bruce Place | Greenwich | CT | 06830 | CHAR ORG | CHARITABLE ORGANIZATION | $12,000 |
| Armenian Gen Benevolent Fd | ||||||
| 55 East 59th Street | New York | NY | 10022 | CHAR ORG | CHARITABLE ORGANIZATION | $1,000 |
| Greenwich Botanical | ||||||
| 130 Bible Street | Cos Cob | CT | 06807 | CHAR ORG | CHARITABLE ORGANIZATION | $500 |
| Buildonorg | ||||||
| PO Box 16741 | Stamford | CT | 06905 | CHAR ORG | CHARITABLE ORGANIZATION | $1,010 |
| Women on Execs Board | ||||||
| Virtual | Oklahoma City | OK | 73012 | CHAR ORG | CHARITABLE ORGANIZATION | $567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,742 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,418 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,407 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $200,834 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $200,834 | 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) |
|---|---|---|
| Amt | $6,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,719,054 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOYFMVEOYFMVAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LOAN RECEIVABLE | $1,000,000 | |
| LOANS RECEIVABLE | $1,000,000 | |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CONSULTING | $5,000 |
| OFFICE EXPENSES | $327 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER IN | Desc |
| Amt | $266,857 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAX PAID | $1,000 |
| FOREIGN TAX PAID | $144 |