BETA

RIES FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RIES FOUNDATION (EIN 36-2545485)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349108001
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)
Return2021-11-15T15:29:52-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER COOPER & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11751 Lake Cook Road Suite 400AddressLine1Txt
CityDeerfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362545485EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ries FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DR MICHAEL RIESInCareOfNm
Business Name ControlRIESBusinessNameControlTxt
Phone3127871496PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 N State Street Unit 11AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL RIESPersonNm
Person TitlepresidentPersonTitleTxt
Phone8472055000PhoneNum
Signature2021-10-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastRIESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAVRUM KATZ PRINCIPALPreparerPersonNm
PTINP00033618PTIN
Phone8472055000PhoneNum
Preparation2021-11-12PreparationDt

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$1,128,942FMVAssetsEOYAmt
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$27,584DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,584DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,250NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$186,903GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,250CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,460OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,460OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$39,294TotalRevAndExpnssAmt
Total Net Invst Incm$39,294TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,525AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,394AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,131AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,696OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,696OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$436TaxesRevAndExpnssAmt
Taxes Net Invst Incm$436TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$12,657TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,526TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,131TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,206ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,206ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,863TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,526TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$53,337TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,569ExcessRevenueOverExpensesAmt
Net Investment Income$28,768NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$42,218CashBOYAmt
Cash EOY$21,580CashEOYAmt
Cash EOYFMV$21,580CashEOYFMVAmt
Sav And Temp Cash Invst BOY$57,933SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$73,819SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$73,819SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$330,729CorporateStockBOYAmt
Corporate Stock EOY$327,774CorporateStockEOYAmt
Corporate Stock EOYFMV$821,630CorporateStockEOYFMVAmt
Corporate Bonds BOY$252,409CorporateBondsBOYAmt
Corporate Bonds EOY$204,018CorporateBondsEOYAmt
Corporate Bonds EOYFMV$207,197CorporateBondsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$4,716OtherAssetsEOYAmt
Other Assets EOYFMV$4,716OtherAssetsEOYFMVAmt
Total Assets BOY$683,289TotalAssetsBOYAmt
Total Assets EOY$631,907TotalAssetsEOYAmt
Total Assets EOYFMV$1,128,942TotalAssetsEOYFMVAmt
Other Liabilities BOY$43,467OtherLiabilitiesBOYAmt
Other Liabilities EOY$16,654OtherLiabilitiesEOYAmt
Total Liabilities BOY$43,467TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,654TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$639,822NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$615,253NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$639,822TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$615,253TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$683,289TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$631,907TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$639,822TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,569ExcessRevenueOverExpensesAmt
Subtotal$615,253SubtotalAmt
Tot Net Ast Or Fund Balances EOY$615,253TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$186,903GrossSalesPriceAmt
Cost Or Other Basis$177,653CostOrOtherBasisAmt
Gain Or Loss$9,250GainOrLossAmt
Gains Minus Excess Or Losses$9,250GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,250CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$400InvestmentIncomeExciseTaxAmt
Subtotal$400SubtotalAmt
Tax Based On Investment Income$400TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$212EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$212TotalPaymentsAndCreditsAmt
Tax Due$188TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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 StateILOrgReportOrRegisterStateCd
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 Line1DR MICHAEL RIESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3127871496PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11000 N STATE STREETAddressLine1Txt
CitychicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dr Michael H Ries
1000 N State Street Unit 11Unit 11ChicagoIL60610president, treas, director0$0$0$0
Dr Elaine Leboff-Ries
1000 N State Street Unit 11Unit 11ChicagoIL60610vice president, secr, director0$0$0$0
Jeffrey Ries
1000 N State Street Unit 11Unit 11ChicagoIL60610director0$0$0$0
Laura Ries
1000 N State Street Unit 11Unit 11ChicagoIL60610director0$0$0$0
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$973,927AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$81,543AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,055,470TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,055,470AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,832CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,039,638NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,982MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,982MinimumInvestmentReturnAmt
Tax Based On Investment Income$400TaxBasedOnInvestmentIncomeAmt
Total Tax$400TotalTaxAmt
Distributable Before Adj$51,582DistributableBeforeAdjAmt
Distributable Before Ded$51,582DistributableBeforeDedAmt
Distributable As Adjusted$51,582DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$53,337ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$53,337QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$53,337AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,582DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,683ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$592ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$304ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,454ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,572ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,605TotalExcessDistributionCyovAmt
Qualifying Distributions$53,337QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$51,582AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,755RemainingDistriFromCorpusAmt
Total Corpus$13,360TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,683ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,677ExcessDistriCyovToNextYrAmt
Excess From Year4$592ExcessFromYear4Amt
Excess From Year3$304ExcessFromYear3Amt
Excess From Year2$2,454ExcessFromYear2Amt
Excess From Year1$3,572ExcessFromYear1Amt
Excess From Current Year$1,755ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
jewish united fund
30 s wellschicagoIL60606nonePCcharitable gift$19,780
us holocaust memorial
595 elm placehighland parkIL60035nonePCcharitable gift$5,000
am shalom
840 vernon aveglencoeIL60022nonePCcharitable gift$6,200
ezra-habonim niles township jewish congregation
4500 dempster stskokieIL60076nonePCcharitable gift$60
the selfhelp home
908 w argyle streetchicagoIL60640nonePCcharitable gift$1,000
hillel
G-34 Anabel Taylor HallIthacaNY14853nonePCcharitable gift$750
rush university
600 s paulina stchicagoIL60612nonePCcharitable gift$250
cornell university
Day Hall LobbyithacaNY14853nonePCcharitable gift$1,750Cornell University
anti-defamation league
120 s lasalle st 1150chicagoIL60603nonePCcharitable gift$1,000
alzheimer's association
225 n michigan ave fl 17chicagoIL60601nonePCcharitable gift$550
friends of the idf
29 e madison streetchicagoIL60602nonePCcharitable gift$800
chicago symphony orchestra
220 s michigan avechicagoIL60604nonePCcharitable gift$25
illinois holocaust museum
9603 woods drskokieIL60077nonePCcharitable gift$1,000
Birthright Israel
PO Box 21615New YorkNY10087nonePCcharitable gift$500
Planned Parenthood
123 William Street 10th FloorNew YorkNY10038nonePCcharitable gift$500
Temple Sinai
15 W Delaware PlChicagoIL60610nonePCcharitable gift$250
Advocate Charities
3075 Highland Pkwy 600Downers GroveIL60515NONEPCcharitable gift$1,025
Aids Lifecycle
1035 Market StSan FranciscoCA94103NonePCcharitable gift$50
American Jewish Committee
165 east 56th streetnew yorkNY10022nonePCcharitable gift$1,000
harvard business school
development operations teele hallbostonMA02163nonePCcharitable gift$1,750soldiers field
Alpha Omega Alpha Honor
12635 E Montview Blvd Suite 270AuroraCO80045NonePCcharitable gift$56
CAP Foundation
325 Waukegan RoadNorthfieldIL600932750NonePCcharitable gift$25
Chicago Council of foreign affairs
180 N Stetson Avenue Suite 1400ChicagoIL60601NonePCcharitable gift$100
Chicago Food Depository
4100 W Ann Lurie PlChicagoIL60632NonePCcharitable gift$2,355
Chicago School of Medicine
924 E 57th St 104ChicagoIL60637NonePCCharitable Grant$500
Congregation B'nai Jehoshua Beth Elohim
1201 Lake Cook RdDeerfieldIL60015NonePCCharitable Grant$26
Kellogg Cancer Center
2650 Ridge AveEvanstonIL60201NonePCCharitable Grant$1,750
Latin School of Chicago
59 W North BlvdChicagoIL60610NonePCCharitable Grant$1,000
Sedol Foundation
18160 W Gages Lake RdGages LakeIL60030NonePCCharitable Grant$54
The Ark
6450 N California AveChicagoIL60645NonePCCharitable Grant$100
Woman's Jewish Foundation
30 S Wells StChicagoIL60606NonePCCharitable Grants$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,206TotalGrantOrContriPdDurYrAmt

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$27,584ExclusionAmt
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 VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,460ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,250ExclusionAmt
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$39,294ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,294TotalIncomeProducingActyAmt

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$8,525Amt
Net Investment Income$6,394NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,131DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$204,018EOYBookValueAmt
EOYFMV$207,197EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$327,774EOYBookValueAmt
EOYFMV$821,630EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM MHRDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$4,716EOYBookValueAmt
EOYFMV$4,716EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$2,460RevenueAndExpensesPerBooksAmt
Net Investment Income$2,460NetInvestmentIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$43,467BOYBookValueAmt
EOY Book Value$16,654EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$3,696Amt
Net Investment Income$3,696NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$436Amt
Net Investment Income$436NetInvestmentIncomeAmt

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