THE PASCULANO FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE PASCULANO FOUNDATION (EIN 20-8037834)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-09
IRS object ID
202113139349101326
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)
Return2021-11-09T10:30:47-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Manhattan WestAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208037834EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Pasculano FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RICHARD PASCULANOInCareOfNm
Business Name ControlPASCBusinessNameControlTxt
Phone2127733000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112 Loch LaneAddressLine1Txt
CityGreenwichCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard PasculanoPersonNm
Person TitleCO-PRESIDENTPersonTitleTxt
Phone2038322953PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRichardPersonFirstNm
Person LastPasculanoPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00841404PTIN
Phone2127733000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$20,353,899FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$218,535DividendsRevAndExpnssAmt
Dividends Net Invst Incm$218,535DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$858,004NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,051,083GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$858,004CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,076,539TotalRevAndExpnssAmt
Total Net Invst Incm$1,076,539TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,500AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$106,823OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$106,368OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$455OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,500TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$129,323TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$110,868TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,955TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,286,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,286,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,415,823TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$110,868TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,288,455TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$339,284ExcessRevenueOverExpensesAmt
Net Investment Income$965,671NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,283,112CashBOYAmt
Cash EOY$1,355,992CashEOYAmt
Cash EOYFMV$1,355,992CashEOYFMVAmt
US Government Obligations BOY$1,358,066USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,828,529USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,881,312USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,783,579CorporateStockBOYAmt
Corporate Stock EOY$4,322,886CorporateStockEOYAmt
Corporate Stock EOYFMV$6,086,115CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,419,915CorporateBondsBOYAmt
Corporate Bonds EOY$1,393,276CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,420,856CorporateBondsEOYFMVAmt
Other Investments BOY$6,222,245OtherInvestmentsBOYAmt
Other Investments EOY$5,826,950OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,609,624OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,066,917TotalAssetsBOYAmt
Total Assets EOY$14,727,633TotalAssetsEOYAmt
Total Assets EOYFMV$20,353,899TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$15,066,917RetainedEarningBOYAmt
Retained Earning EOY$14,727,633RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,066,917TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,727,633TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,066,917TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,727,633TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,066,917TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$339,284ExcessRevenueOverExpensesAmt
Subtotal$14,727,633SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,727,633TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$6,051,083$5,457,341$593,742$593,742
CAPITAL GAIN DISTRIBUTIONP$264,262$264,262$264,262
FieldValueIRS element (for citing)
Capital Gain Net Income$858,004CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,423InvestmentIncomeExciseTaxAmt
Subtotal$13,423SubtotalAmt
Tax Based On Investment Income$13,423TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,609EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$42,609TotalPaymentsAndCreditsAmt
Overpayment$29,186OverpaymentAmt
Applied To ES Tax$29,186AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICHARD PASCULANOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127733000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112 LOCH LANEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD PASCULANO
12 LOCH LANEGREENWICHCT06830CO-PRESIDENT/DIRECTOR1.0$0$0$0
LYNNE PASCULANO
12 LOCH LANEGREENWICHCT06830CO-PRESIDENT/DIRECTOR/SECR1.0$0$0$0
MARK PASCULANO
22 CHESTNUT STREETBOSTONMA02108VICE PRESIDENT/DIRECTOR1.0$0$0$0
SUSAN MCGINN
1180 SHORE ROADCAPE ELIZABETHME04107VICE PRESIDENT/DIRECTOR1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES SCHWABBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11330 AVENUE OF THE AMERICAS - 37THAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$106,158CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,338,874AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$833,707AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$18,172,581TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$18,172,581AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$272,589CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,899,992NetVlNoncharitableAssetsAmt
Minimum Investment Return$895,000MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$895,000MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,423TaxBasedOnInvestmentIncomeAmt
Total Tax$13,423TotalTaxAmt
Distributable Before Adj$881,577DistributableBeforeAdjAmt
Distributable Before Ded$881,577DistributableBeforeDedAmt
Distributable As Adjusted$881,577DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,288,455ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,288,455QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,288,455AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$881,577DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr5$123,117ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$613,407ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$851,010ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$884,477ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,472,011TotalExcessDistributionCyovAmt
Qualifying Distributions$1,288,455QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$881,577AppliedToCurrentYearAmt
Remaining Distri From Corpus$406,878RemainingDistriFromCorpusAmt
Total Corpus$2,878,889TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$123,117ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,755,772ExcessDistriCyovToNextYrAmt
Excess From Year4$613,407ExcessFromYear4Amt
Excess From Year2$851,010ExcessFromYear2Amt
Excess From Year1$884,477ExcessFromYear1Amt
Excess From Current Year$406,878ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD AND LYNNE PASCULANOContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROUNDABOUT THEATER
231 WEST 39TH STREETNEW YORKNY10018N/APCTO PROMOTE THE WORK OF THE ORGANIZATION$5,000
ATLANTIC THEATER COMPANY
76 9TH AVENUE 313NEW YORKNY10011N/APCTO PROMOTE THE WORK OF THE ORGANIZATION$4,000
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118N/APCTO PROMOTE THE WORK OF THE ORGANIZATION$50,000
CAPE ELIZABETH LAND TRUST
330 OCEAN HOUSE ROADCAPE ELIZABETHME04107N/APCTO PROMOTE THE WORK OF THE ORGANIZATION$300,000
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DR 602BOSTONMA02215N/APCTO PROMOTE THE WORK OF THE ORGANIZATION$50,000
NEW YORK CITY CENTER
131 W 55TH STREETNEW YORKNY10019N/APCTO PROMOTE THE WORK OF THE ORGANIZATION$500,000
GREENWICH LIBRARY
101 WEST PUTNAM AVENUEGREENWICHCT06830N/APCTO PROMOTE THE WORK OF THE ORGANIZATION$50,000
PREBLE STREET
38 PREBLE STREETPORTLANDME04101N/APCTO PROMOTE THE WORK OF THE ORGANIZATION$125,000
GREENWICH HOSPITAL
5 PERRYRIDGE ROADGREENWICHCT06830N/APCTO PROMOTE THE WORK OF THE ORGANIZATION$200,000
CARAMOOR
149 GIRDLE RIDGE ROADKATONAHNY10536N/APCTO PROMOTE THE WORK OF THE ORGANIZATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,286,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$218,535ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$858,004ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,076,539ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,076,539TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,000Amt
Net Investment Income$4,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,500DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

FieldValueIRS element (for citing)
Contractor PersonCHARLES SCHWABContractorPersonNm
ExplanationINVESTMENT ADVISORY FEESExplanationTxt

Depreciation Schedule DepreciationSchedule

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ADMIN FEES$455$455
INVESTMENT ADVISORY FEES$106,368$106,368

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$16,500Amt

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