SCHECHTER FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SCHECHTER FAMILY FOUNDATION (EIN 83-1366875)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-12-15
IRS object ID
202103499349100600
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)
Return2021-12-15T05:30:59-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11650 MARKET STREET SUITE 4500AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191037341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831366875EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHECHTER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHEBusinessNameControlTxt
Phone2153530687PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO BT 1650 MARKET STREET NO 450AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONNA SCHECHTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2153530687PhoneNum
Signature2021-12-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDONNAPersonFirstNm
Person LastSCHECHTERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJILL A MARTIN CPAPreparerPersonNm
PTINP00011691PTIN
Phone2159720701PhoneNum
Preparation2021-12-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
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)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$885,684FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,006DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,006DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,905NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$272,178GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,905CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$31,925TotalRevAndExpnssAmt
Total Net Invst Incm$31,911TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,700AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,284OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,642OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,642OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,200TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,884TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,342TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,342TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$108,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$108,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$124,884TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,342TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$111,342TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$92,959ExcessRevenueOverExpensesAmt
Net Investment Income$28,569NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,147SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,011SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,011SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$869,225CorporateStockBOYAmt
Corporate Stock EOY$657,579CorporateStockEOYAmt
Corporate Stock EOYFMV$774,158CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$103,673CorporateBondsEOYAmt
Corporate Bonds EOYFMV$106,515CorporateBondsEOYFMVAmt
Total Assets BOY$898,372TotalAssetsBOYAmt
Total Assets EOY$766,263TotalAssetsEOYAmt
Total Assets EOYFMV$885,684TotalAssetsEOYFMVAmt
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$898,372RetainedEarningBOYAmt
Retained Earning EOY$766,263RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$898,372TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$766,263TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$898,372TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$766,263TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$898,372TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$92,959ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$805,413SubtotalAmt
Other Decreases$39,150OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$766,263TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
FIDELITY [2394] - PUBLICLY TRADED SECURITIES$100,232$100,152$80$80
FIDELITY [2394] - PUBLICLY TRADED SECURITIES$170,231$157,121$13,110$13,110
CAPITAL GAINS DIVIDENDS$1,715$1,715$1,715P
FieldValueIRS element (for citing)
Capital Gain Net Income$14,905CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$397InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$397SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$397TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,803OverpaymentAmt
Applied To ES Tax$9,803AppliedToESTaxAmt
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
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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
Individual With BooksDONNA SCHECHTERIndividualWithBooksNm
Phone2153530687PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BT 1650 MARKET ST STE 4500AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
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
ADAM SCHECHTER
C/O BT 1650 MARKET STREETPHILADELPHIAPA19103VP/DIR1.00$0$0$0
DONNA SCHECHTER
C/O BT 1650 MARKET STREETPHILADELPHIAPA19103PRES/DIR/SEC/TREAS1.00$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$896,591AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,159AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$924,750TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$924,750AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,871CashDeemedCharitableAmt
Net Vl Noncharitable Assets$910,879NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,544MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,544MinimumInvestmentReturnAmt
Tax Based On Investment Income$397TaxBasedOnInvestmentIncomeAmt
Total Tax$397TotalTaxAmt
Distributable Before Adj$45,147DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,147DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,147DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$111,342ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$111,342QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$111,342AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,147DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$5,921ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$5,921TotalExcessDistributionCyovAmt
Qualifying Distributions$111,342QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,147AppliedToCurrentYearAmt
Remaining Distri From Corpus$66,195RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$72,116TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$72,116ExcessDistriCyovToNextYrAmt
Excess From Year2$5,921ExcessFromYear2Amt
Excess From Current Year$66,195ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DOYLESTOWN HEALTH
595 W STATE STREETDOYLESTOWNPA18901NONEPCUNRESTRICTED USE$50,000
HOBOKEN SHELTER
300 BLOOMFIELD STREETHOBOKENNJ07030NONEPCUNRESTRICTED USE$1,000
CANINE COMPANIONS
1346 BAIR ROADBAINBRIDGEPA17502NONEPCUNRESTRICTED USE$1,000
NETWORK OF VICTIMS ASSISTANCE
2370 YORK ROADJAMISONPA18929NONEPCUNRESTRICTED USE$1,000
TEMPLE HEALTH
1852 N 10TH STREETPHILADELPHIAPA19122NONEPCUNRESTRICTED USE$25,000
WATERORG
117 WEST 20TH STREET SUITE 203KANSAS CITYMO64108NONEPCUNRESTRICTED USE$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$108,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,006ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,905ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$31,911ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,911TotalIncomeProducingActyAmt

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)
CategoryPROFRESSIONAL FEESCategoryTxt
Amt$3,400Amt
Net Investment Income$1,700NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,700DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$103,673EOYBookValueAmt
EOYFMV$106,515EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$657,579EOYBookValueAmt
EOYFMV$774,158EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$39,150Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$3,284Amt
Net Investment Income$1,642NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,642DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$10,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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