ANCONA FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANCONA FAMILY FOUNDATION (EIN 46-1606217)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202103179349100635
- Schema version
- 2020v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T19:58:27-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-13 | 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 | 2020 | 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 | $460,232 | 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 | $110,000 | 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 | $6,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,870 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,870 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,204 | GrossSalesPriceAmt |
| Total Rev And Expnss | $114,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,871 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,871 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,821 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,821 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $123 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,827 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,871 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,568 | CashBOYAmt |
| Cash EOY | $52,574 | CashEOYAmt |
| Cash EOYFMV | $52,574 | CashEOYFMVAmt |
| Corporate Stock BOY | $160,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $244,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $313,065 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $46,896 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $53,716 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,692 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $30,887 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,187 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,901 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $315,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $386,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $460,232 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $315,272 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $315,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $386,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $315,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $386,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $315,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,046 | ExcessRevenueOverExpensesAmt |
| Subtotal | $386,318 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $386,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Capital Gain Distributions | P | 2019-01-01 | 2020-12-31 | $47 | $47 | $47 | |
| Northern Trust #3997 ST | P | 2020-01-01 | 2020-12-01 | $16,693 | -$2,519 | -$2,519 | $19,212 |
| Northern Trust #3997 LT | P | 2001-01-01 | 2020-12-31 | $2,464 | -$124 | -$124 | $2,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,596 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,519 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $67 | SubtotalAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,832 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,832 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,765 | OverpaymentAmt |
| Applied To ES Tax | $2,765 | 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 | $341,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $405,918 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $405,918 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $399,829 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67 | TotalTaxAmt |
| Distributable Before Adj | $19,924 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,924 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,924 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,185 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,185 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,185 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,924 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $6,498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $524,733 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,196 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $561,427 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,185 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,924 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,261 | RemainingDistriFromCorpusAmt |
| Total Corpus | $582,688 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $582,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,498 | ExcessFromYear3Amt |
| Excess From Year2 | $524,733 | ExcessFromYear2Amt |
| Excess From Year1 | $30,196 | ExcessFromYear1Amt |
| Excess From Current Year | $21,261 | 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 (14 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 | $2,000 |
| 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 |
| Russell Sage Colleges | |||||||
| 65 1st Street | Troy | NY | 12180 | NONE | PC | Grant to Public Charity | $100 |
| Northern Illinois Food Bank | |||||||
| 273 Dearborn Court | Geneva | IL | 60134 | NONE | PC | Grant to Public Charity | $1,000 |
| Rensselaer Polytechnic Institute | |||||||
| 110 8th Street | Troy | NY | 12180 | NONE | PC | Grant to Public Charity | $10,000 |
| Nantucket Cottage Hospital | |||||||
| 57 Prospect Street | Nantucket | MA | 02554 | NONE | PC | General Operating Purposes. | $20,000 |
| Northbrook Symphony Orchestra | |||||||
| 4020 899 Skokie Blvd Ste 12LL | Northbrook | IL | 60062 | NONE | PC | Grant to Public Charity | $150 |
| Be the Match Foundation | |||||||
| 500 N 5th St | Minneapolis | MN | 55401 | NONE | PC | Grant to Public Charity | $100 |
| Nantucket Book Festival | |||||||
| Nantucket Downtown Historic Distric | Nantucket | MA | 02554 | NONE | PC | Grant to Public Charity | $50 |
| The Junior League of Chicago | |||||||
| 1447 N Astor St | Chicago | IL | 60610 | NONE | PC | Grant to Public Charity | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,185 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,870 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,275 | 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 | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisor Fees | CategoryTxt |
| Amt | $1,821 | Amt |
| Net Investment Income | $1,821 | 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 | $123 | Amt |
| Net Investment Income | $123 | NetInvestmentIncomeAmt |
Comments