BGDG FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BGDG FOUNDATION (EIN 47-2555595)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-18
- IRS object ID
- 202223229349100517
- Schema version
- 2021v4.0
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-18T15:55:18-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455533242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Bradshaw PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 S Commerce Dr Ste 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | 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 | 472555595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGDG Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BGDG | BusinessNameControlTxt |
| Phone | 8019305309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4766 S Holladay Blvd | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Woolley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kenneth | PersonFirstNm |
| Person Last | Woolley | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Russ Bradshaw | PreparerPersonNm |
| PTIN | P00579222 | PTIN |
| Phone | 8012814700 | 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 | $1,261,239 | 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 | $17,598 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,673 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,673 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,337 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,986 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,232 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $44,234 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44,234 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $129,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,893 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $24,905 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $9,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,949 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,425 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,441 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,441 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,519 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,905 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,070 | CashBOYAmt |
| Cash EOY | $54,468 | CashEOYAmt |
| Cash EOYFMV | $54,468 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $9,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $9,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $9,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOYFMV | $9,268 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $440,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $445,664 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $503,636 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $668,306 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $639,044 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $684,867 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,122,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,148,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,261,239 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,122,637 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,148,176 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,122,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,148,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,122,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,148,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,122,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,539 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,148,176 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,148,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Wells Fargo ST Covered | P | 2021-01-01 | 2021-12-31 | $145,326 | $140,113 | $5,213 | $5,213 |
| .5 Xtrackers USD High | P | 2021-04-14 | 2021-04-14 | $20 | $20 | $20 | |
| 1 Telephone & Data | P | 2021-06-24 | 2021-12-13 | $27 | $28 | -$1 | -$1 |
| Wells Fargo LT Covered | P | 2015-01-01 | 2021-12-31 | $164,680 | $122,057 | $42,623 | $42,623 |
| 64 Spirit Realty | P | 2018-07-27 | 2021-06-30 | $1,670 | $1,503 | $167 | $167 |
| 62 Webster Finl CRP5.25%PFD NonCum Perp Mty | P | 2019-10-24 | 2021-06-30 | $1,614 | $1,650 | -$36 | -$36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,986 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,232 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,286 | SubtotalAmt |
| Tax Based On Investment Income | $1,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $761 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $761 | TotalPaymentsAndCreditsAmt |
| Tax Due | $525 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | Kenneth Woolley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8012814700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 S Commerce Drive Ste 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Woolley | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3115 Lion Lany 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 | $41,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,397 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $41,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,286 | TotalTaxAmt |
| Distributable Before Adj | $753 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $753 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $753 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,441 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $80,441 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $753 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $13,149 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,920 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $64,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,441 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,688 | RemainingDistriFromCorpusAmt |
| Total Corpus | $144,257 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $144,257 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,149 | ExcessFromYear4Amt |
| Excess From Year3 | $18,500 | ExcessFromYear3Amt |
| Excess From Year2 | $32,920 | ExcessFromYear2Amt |
| Excess From Current Year | $79,688 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kenneth Woolley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Guatemalan Humanitarian Tours | |||||||
| 1181 Nathaniel Drive | Pleasant Grove | UT | 84062 | N/A | EOF | Charitable Contribution | $5,000 |
| Intermountain Healthcare Foundation | |||||||
| 36 S State St | SLC | UT | 84111 | N/A | EOF | Charitable donation | $75,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,441 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,673 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | $41,284 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,986 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Exempt Income | Desc |
| Related Or Exempt Function Incm | $1,902 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $41,284 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,673 | ExclusionAmt |
| Related Or Exempt Function Incm | $49,888 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,845 | 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 (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes Withheld | $60 | $60 |
| K-1 nondeductible expenses | $9,268 | $9,268 |
| Rental Expenses | $1,048 | |
| Taxes & penalties | $3,244 | $1,097 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Exempt Income | $1,902 |
| Rental Income - Noninvestment Property | $42,332 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory Fees | $5,699 | $5,699 | $0 | $0 |
| Legal Fees | $4,192 | $3,250 | $0 | $0 |
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