SUZANNE BENNETT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SUZANNE BENNETT CHARITABLE FOUNDATION INC (EIN 46-1192399)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-13
- IRS object ID
- 202121949349100807
- 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
- Form 990-PF
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-13T07:40:31-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043403268 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cody Cody & McCarthy LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pine Hill Drive Suite 501 | AddressLine1Txt |
| City | Quincy | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | 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 | 461192399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE BENNETT CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUZA | BusinessNameControlTxt |
| Phone | 6174725151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CodyCodyMcCarthy1 Pine Hill | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T CODY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL T | PersonFirstNm |
| Person Last | CODY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael T Cody | PreparerPersonNm |
| PTIN | P01300962 | PTIN |
| Phone | 6174725151 | 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 | $772,401 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,940 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,940 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $827,045 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,244 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,574 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $69 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $36,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,184 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,514 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $10,919 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,189 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $9,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,649 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $262 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,077 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,084 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,514 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,803 | CashBOYAmt |
| Cash EOY | $11,417 | CashEOYAmt |
| Cash EOYFMV | $29,241 | CashEOYFMVAmt |
| Other Investments BOY | $616,137 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $622,446 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $743,160 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $651,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $633,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $772,401 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $651,940 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $651,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $633,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $651,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $633,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $651,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,077 | ExcessRevenueOverExpensesAmt |
| Subtotal | $633,863 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $633,863 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Schwab #4V 6927-7709 L/T | P | 2019-01-01 | 2020-12-31 | $424,922 | $412,985 | $11,937 | $11,937 |
| SCHWAB #4V 6927-7709 S/T | P | 2020-01-01 | 2020-12-31 | $392,390 | $390,816 | $1,574 | $1,574 |
| Capital Gain Dividends | $9,733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,244 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,574 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $251 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $251 | SubtotalAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $251 | TaxDueAmt |
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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 | CO Cody Cody & McCarthy LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174725151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PINE HILL DRIVE SUITE 501 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | President | 1.00 | $0 |
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Treasurer | 1.00 | $0 |
| JAMIE NADEAU CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Clerk | 1.00 | $0 |
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Director | 1.00 | $0 |
| JAMIE NADEAU CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Director | 1.00 | $0 |
| JANET DRISCOLL | ||||||
| 128 South Pickens Street | Lakeville | MA | 02347 | Director | 1.00 | $0 |
| PATRICK DONOVAN | ||||||
| 16 Rebecca Road | Assonet | MA | 02702 | 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 | $614,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,614 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $690,156 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $690,156 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $679,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $251 | TotalTaxAmt |
| Distributable Before Adj | $33,739 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,739 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,739 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $33,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $33,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,739 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,897 | UndistributedIncomePYAmt |
| Qualifying Distributions | $33,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,897 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $603 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $33,136 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EASTER SEALS | ||||||
| 484 Main Street 600 | Worcester | MA | 01608 | NONE | General use | $1,000 |
| PWSA | ||||||
| 8588 Potter Park Dr Suite 500 | Sarasota | FL | 34238 | NONE | General use | $2,500 |
| HOME FOR OUR TROOPS | ||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | GENERAL USE | $3,000 |
| 4 PAWS FOR ABILITY | ||||||
| 253 DAYTON AVE | XENIA | OH | 45385 | NONE | GENERAL USE | $1,000 |
| MISSION K9 RESCUE | ||||||
| PO Box 395 | Needville | TX | 77461 | NONE | GENERAL USE | $2,000 |
| DREAM BIG | ||||||
| 281 NEEDHAM STREET SUITE 202 | NEWTON | MA | 02464 | NONE | GENERAL USE | $1,000 |
| THE JIMMY PASCHAL FUND | ||||||
| 1 ANTHONY WAY | CANTON | MA | 02021 | NONE | GENERAL USE | $3,000 |
| NORTHEAST ANIMAL SHELTER | ||||||
| 347 HIGHLAND AVE | SALEM | MA | 01970 | NONE | GENERAL USE | $5,000 |
| THE SHEPHERD'S PANTRY | ||||||
| PO BOX 760 | FAIRHAVEN | MA | 02719 | NONE | GENERAL USE | $6,000 |
| SACRED HEART FOOD PANTRYST VINCENT | ||||||
| 53 OAK STREET | MIDDLEBOROUGH | MA | 02346 | NONE | GENERAL USE | $6,000 |
| MUSTARD SEED CATHOLIC WORKER HOUSE | ||||||
| PO BOX 2592 | WORCESTER | MA | 01613 | NONE | GENERAL USE | $2,000 |
| ABBY'S HOUSE | ||||||
| 52 HIGH STREET | WORCESTER | MA | 01609 | NONE | GENERAL USE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $12,940 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $69 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,733 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,511 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,742 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,511 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,253 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,919 | LegalFeesAmt |
| Net Investment Income | $8,189 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $69 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB | CategoryTxt |
| Amt | $9,649 | Amt |
| Net Investment Income | $9,649 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal | $200 | $200 |
| FOREIGN INCOME TAX | $27 | $27 |
| State Form PC | $35 | $35 |
Comments