CHARLEIGH CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHARLEIGH CHARITABLE TRUST (EIN 46-3376803)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202131379349102853
- Schema version
- 2019v5.0
- 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 | 2021-05-17T17:41:25-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135553617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loewenwarter & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Old Country Road Suite 274 | AddressLine1Txt |
| City | Mineola | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463376803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charleigh Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5167399777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OLD COUNTRY RD | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles Merinoff | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Brown | PreparerPersonNm |
| PTIN | P01064941 | PTIN |
| Phone | 5167399777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $0 | 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 |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,533 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,533 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,533 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $595,578 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $158,835 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,835 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,538 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,315 | AccountingFeesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,980 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,908 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,367 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $343,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$184,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,835 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,538 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,682 | CashBOYAmt |
| Cash EOY | $117,916 | CashEOYAmt |
| Other Investments BOY | $597,173 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $267,548 | OtherInvestmentsEOYAmt |
| Other Assets BOY | $1,028 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,028 | OtherAssetsEOYAmt |
| Total Assets BOY | $653,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $386,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $653,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $386,492 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $653,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $386,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $653,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $386,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $653,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$184,735 | ExcessRevenueOverExpensesAmt |
| Subtotal | $469,148 | SubtotalAmt |
| Other Decreases | $82,656 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $386,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS CHARLES SCHWAB 4197 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $595,578 | GrossSalesPriceAmt |
| Cost Or Other Basis | $443,281 | CostOrOtherBasisAmt |
| Gain Or Loss | $152,297 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $152,297 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,297 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,177 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,177 | SubtotalAmt |
| Tax Based On Investment Income | $3,177 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $119 | EsPenaltyAmt |
| Overpayment | $2,704 | OverpaymentAmt |
| Applied To ES Tax | $2,704 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | 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 | ERNEST D LOEWENWARTER & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167399777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OLD COUNTRY ROAD SUITE 274 | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MERINOFF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OLD COUNTRY ROAD STE 274 | AddressLine1Txt |
| City | MINEOLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | COO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $3,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,177 | TotalTaxAmt |
| Distributable Before Adj | $3,177 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,177 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,367 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $330,367 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $330,367 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $245,116 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $245,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,367 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $330,367 | RemainingDistriFromCorpusAmt |
| Total Corpus | $575,483 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $575,483 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $245,116 | ExcessFromYear1Amt |
| Excess From Current Year | $330,367 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PECONIC LAND TRUST | |||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | NONE | NC | EDUCATION IN FARMING METHODS.ENVIROMENT | $1,000 |
| NEIGHBORHOOD CONNECTIONS | |||||||
| P O BOX 207 | LONDONBERRY | VT | 05148 | NONE | 501(C)3 | HELP VULNERABLE RESIDENTS IN COMMUNITY | $1,000 |
| TOWNSHEND HISTORICAL SOCIETY | |||||||
| PO BOX 202 | TOWNSHEND | VT | 05353 | NONE | EOF | STUDENTS EDUCATION | $10,000 |
| BIODYNAMICS ASSOCIATION | |||||||
| P O BOX 557 | EAST TROY | WI | 53120 | NONE | 501 (C) 3 | TO TEACH BIODYNAMIC PRINCIPLES | $10,000 |
| HAWTHORNE VALLEY ASSOCIATION | |||||||
| 327 COUNTY ROUTE 21C | GHENT | NY | 12075 | NONE | 501(C) 3 | TO HELP RESHAPE AGRICULTURAL THEORY | $10,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1325 W WALNUT HILL LANE | IRVING | TX | 75015 | NONE | 501(C)3 | YOUTH CHARACTER DEVELOPMENT | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | NONE | 501(C) 3 | SCIENCE EDUCATION TO CARE OF LAKE CHAMPLAIN | $20,000 |
| THE WESTON A PRICE FOUNDATION | |||||||
| 4200 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | 501(C) 3 | EDUCATIONAL CAMPAIGN ABOUT SOY FOOD PRODUCTS BEING UNSAFE | $30,000 |
| SOJOURNES COMMUNITY HEALTH CLINIC | |||||||
| 4923 US ROUTE 5 | WESTMINSTER | VT | 05158 | NONE | 501(C) 3 | HEALTH CLINIC SERVICES TO THE COMMUNITY | $10,000 |
| REAL ORGANIC PROJECT | |||||||
| 82 WILSON RD | EAST THETFORD | VT | 05043 | NONE | 501(C) 3 | SCIENTIFIC RESEARCH TO PROMOTE ORGANIC GROWN FOODS | $10,000 |
| VERMONT AGENCY OF AGRICULTURE | |||||||
| 116 STATE STREET | MONTPELIER | VT | 05620 | NONE | NC | IMPLEMENTATION OF FARM TO SCHOOLPROGRAMS AT VERMONT SCHOOLS | $20,000 |
| HOLISTIC MANAGEMENT INTERNATIONAL | |||||||
| 5941 JEFFERSON STREET NE SUITE B | ALBUQUERQUE | NM | 87109 | NONE | NC | EDUCATION OF LAND USE FOR FARMING | $5,000 |
| WEST RIVER COMMUNITY PROJECT | |||||||
| 6573 VT 30 | WEST TOWNSHEND | VT | 05359 | NONE | NC | SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES | $104,000 |
| RURAL VERMONT | |||||||
| 46 E STATE STREET | MONTPELIER | VT | 05602 | NONE | NC | EDUCATION FOR AGRICULTURE | $5,000 |
| SPIKENARD FARM | |||||||
| 445 FLOYD HIGHWAY NORTH | FLOYD | VA | 24091 | NONE | 501(C) 3 | EDUCATION OF BEE KEEPING | $1,000 |
| HURU INTERNATIONAL | |||||||
| 15 WEST 26TH STREET 11 FLR | NEW YORK | NY | 10010 | NONE | 501(C) 3 | CONTRIBUTION | $7,500 |
| GRACE COTTAGE HOSPITAL | |||||||
| 185 GRAFTON ROAD | TOWNSHEND | VT | 05353 | NONE | 501(C) 3 | CHARITABLE | $5,000 |
| STROLLING OF THE HEIFERS | |||||||
| 157 MAIN STREET | BRATTLEBORO | VT | 05301 | NONE | 501 (C) 3 | CHARITABLE | $12,000 |
| SUNDRY CONTRIBUTIONS SMALL AMOUNTS | |||||||
| P O BOX 1351 | WEST TOWNSHEND | VT | 05359 | NONE | 501(C) 3 | CHARITABLE | $63,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,367 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,533 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $152,297 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $158,835 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,835 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,315 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MSOA FAMILY OFFICE LLC | Desc |
| BOY Book Value | $1,028 | BOYBookValueAmt |
| EOY Book Value | $1,028 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $250 |
| BROKER FEE | $2,658 |
Comments