BETA

BEALL FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BEALL FOUNDATION (EIN 75-2850868)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-30
IRS object ID
202102119349100705
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-07-30T10:53:15-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731535208PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R MARK GEURKINK CPA PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 MCGEE DR STE 101AddressLine1Txt
CityNORMANCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73072ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752850868EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BEALL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEALBusinessNameControlTxt
Phone8173991100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15300 MIRAMAR LANEAddressLine1Txt
CityCOLLEYVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT S BEALLPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8173991100PhoneNum
Signature2021-07-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastBEALLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonR MARK GEURKINKPreparerPersonNm
PTINP00441772PTIN
Phone4053217575PhoneNum
Preparation2021-07-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,696,616FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,240ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$42InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$42InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$42InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$71,948DividendsRevAndExpnssAmt
Dividends Net Invst Incm$71,948DividendsNetInvstIncmAmt
Dividends Adj Net Incm$71,948DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,737NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$248,319GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,737CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$84,967TotalRevAndExpnssAmt
Total Net Invst Incm$76,727TotalNetInvstIncmAmt
Total Adj Net Incm$71,990TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,395AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,395AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$105InterestRevAndExpnssAmt
Interest Net Invst Incm$105InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$48TaxesRevAndExpnssAmt
Taxes Net Invst Incm$48TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,553TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,553TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,001ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,001ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,554TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,553TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$50,001TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$33,413ExcessRevenueOverExpensesAmt
Net Investment Income$75,174NetInvestmentIncomeAmt
Adjusted Net Income$71,990AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,473CashBOYAmt
Cash EOY$9,696CashEOYAmt
Cash EOYFMV$9,696CashEOYFMVAmt
Sav And Temp Cash Invst BOY$18,976SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$71,411SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$71,411SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,407,732CorporateStockBOYAmt
Corporate Stock EOY$2,382,652CorporateStockEOYAmt
Corporate Stock EOYFMV$2,615,509CorporateStockEOYFMVAmt
Total Assets BOY$2,434,181TotalAssetsBOYAmt
Total Assets EOY$2,463,759TotalAssetsEOYAmt
Total Assets EOYFMV$2,696,616TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,434,181RetainedEarningBOYAmt
Retained Earning EOY$2,463,759RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,434,181TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,463,759TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,434,181TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,463,759TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,434,181TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$33,413ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,467,594SubtotalAmt
Other Decreases$3,835OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,463,759TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtAcquiredAcquiredDtSoldSoldDt
1231 LOSS FROM K-1P$1-$1-$1
CAPITAL GAIN DISTRIBUTIONP$106$106$106
SANOFI$24$24$242019-01-012020-12-31
BANK OF AMERICA$20,869-$205-$205$20,6642019-05-132020-04-09
UNITED PARCEL SRVC$59,614$33,556$33,556$93,1702020-04-152020-09-04
BANK OF AMERICA$13,090-$176-$176$12,9142018-08-302020-04-09
SCHWAB CORE EQUITY$80,000-$7,354-$7,354$72,6462019-01-012020-03-31
SCHWAB DIVIDEND EQUITY$70,000-$21,252-$21,252$48,7482019-01-012020-03-31
VIATRIS INC$8$4$4$122012-09-112020-11-17
CAPITAL GAINS DIVIDENDSP$35$35$35
FieldValueIRS element (for citing)
Capital Gain Net Income$4,737CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$33,456NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,045InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,045SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,045TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,056EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,056TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$11OverpaymentAmt
Applied To ES Tax$11AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE BEALL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8173991100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15300 MIRAMAR LANEAddressLine1Txt
CityCOLLEYVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76034ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT S BEALL
5300 MIRAMAR LANECOLLEYVILLETX76034DIRECTOR5.00$0$0$0
SHELLEY A BEALL
5300 MIRAMAR LANECOLLEYVILLETX76034DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,648,824AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,778AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,702,602TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,702,602AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,539CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,662,063NetVlNoncharitableAssetsAmt
Minimum Investment Return$133,103MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$133,103MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,045TaxBasedOnInvestmentIncomeAmt
Total Tax$1,045TotalTaxAmt
Distributable Before Adj$132,058DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$132,058DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$132,058DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,001ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,001QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,001AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$132,058DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$177,907ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$41,992ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$219,899TotalExcessDistributionCyovAmt
Qualifying Distributions$50,001QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,001AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$82,057ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$82,057ExcessDistributionCyovAppCYAmt
Total Corpus$137,842TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$95,850ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$41,992ExcessDistriCyovToNextYrAmt
Excess From Year4$41,992ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT S BEALLContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT S BEALLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15300 MIRAMAR LANEAddressLine1Txt
CityCOLLEYVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76034ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8173991100RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FLOW THROUGH CONTRIBUTION FROM K-1
8111 WESTCHESTER DRIVE SUITE 600DALLASTX75225NCUNRESTRICTED$1
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL RDNORMANOK73019FDNUNRESTRICTED$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,001TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$42RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$71,948RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,737RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$76,727RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,727TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3ACTIVITY USED TO GENERATE INCOME FOR CHARITY DONATIONS.
4ACTIVITY USED TO GENERATE INCOME FOR CHARITY DONATIONS.
8ACTIVITY USED TO GENERATE INCOME FOR CHARITY DONATIONS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL & PROFESSIONAL FEESCategoryTxt
Amt$1,395Amt
Net Investment Income$1,395NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB 7773StockNm
EOY Book Value$2,382,652EOYBookValueAmt
EOYFMV$2,615,509EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPARTNERSHIP LOSSESDesc
Amt$3,835Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE CHARGESDesc
Revenue And Expenses Per Books$5RevenueAndExpensesPerBooksAmt
Net Investment Income$5NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$48Amt
Net Investment Income$48NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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