BETA

THE MARGARET FOTI FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE MARGARET FOTI FOUNDATION (EIN 47-2400869)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-24
IRS object ID
202132369349100418
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)
Return2021-08-24T13:11:22-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472400869EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Margaret Foti FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMARGBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personmargaret fotiPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-08-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstmargaretPersonFirstNm
Person LastfotiPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$642,200FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$49,897ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$28InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$28InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,060DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,060DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,639NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$258,291GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,206CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$72,624TotalRevAndExpnssAmt
Total Net Invst Incm$40,294TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,466OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,466OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$501TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,873OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,873OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,840TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,466TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,873TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,161ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,161ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,001TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,466TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,034TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$39,623ExcessRevenueOverExpensesAmt
Net Investment Income$34,828NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,259SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$39,568SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$39,568SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$482,207CorporateStockBOYAmt
Corporate Stock EOY$499,521CorporateStockEOYAmt
Corporate Stock EOYFMV$602,632CorporateStockEOYFMVAmt
Total Assets BOY$499,466TotalAssetsBOYAmt
Total Assets EOY$539,089TotalAssetsEOYAmt
Total Assets EOYFMV$642,200TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$499,466RetainedEarningBOYAmt
Retained Earning EOY$539,089RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$499,466TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$539,089TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$499,466TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$539,089TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$499,466TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$39,623ExcessRevenueOverExpensesAmt
Subtotal$539,089SubtotalAmt
Tot Net Ast Or Fund Balances EOY$539,089TotNetAstOrFundBalancesEOYAmt

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$258,291GrossSalesPriceAmt
Cost Or Other Basis$229,085CostOrOtherBasisAmt
Gain Or Loss$29,206GainOrLossAmt
Gains Minus Excess Or Losses$29,206GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$29,206CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$484InvestmentIncomeExciseTaxAmt
Subtotal$484SubtotalAmt
Tax Based On Investment Income$484TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$490ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$490TotalPaymentsAndCreditsAmt
Overpayment$6OverpaymentAmt
Applied To ES Tax$6AppliedToESTaxAmt

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 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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Peter A Certo Jr
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Donna Certo-Mirabelli
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Margaret Foti
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec, Treas1.0$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$540,321AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,774AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$562,095TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$562,095AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,431CashDeemedCharitableAmt
Net Vl Noncharitable Assets$553,664NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,683MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,683MinimumInvestmentReturnAmt
Tax Based On Investment Income$484TaxBasedOnInvestmentIncomeAmt
Total Tax$484TotalTaxAmt
Distributable Before Adj$27,199DistributableBeforeAdjAmt
Distributable Before Ded$27,199DistributableBeforeDedAmt
Distributable As Adjusted$27,199DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,034ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$27,034QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,034AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,199DistributableAsAdjustedAmt
Undistributed Income PY$24,695UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$27,034QualifyingDistributionsAmt
Applied To Year1$24,695AppliedToYear1Amt
Applied To Current Year$2,339AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$24,860UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN ASSOCIATION FOR CANCER RESEARCH
615 CHESTNUT STPHILADELPHIAPA19106N/APCScholar-in-training award for the 2020 Annual Meeting$361
AMERICAN ASSOCIATION FOR CANCER RESEARCH
615 CHESTNUT STPHILADELPHIAPA19106N/APCScholastic cancer research prizes and Scholar-In-Training Awards$15,300
MILLAY CLUB-SOUTHEAST CATHOLIC BISHOP NEUMAN ALUMN
1736 S 10TH STPHILADELPHIAPA19148N/APCSaints John Neumann & Maria Goretti Catholic High School Student Scholarships Fund$4,000
OLD SAINT JOSEPHS CHURCH
321 WILLINGS ALLEYPHILADELPHIAPA19106N/APCGeneral & Unrestricted$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,161TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,060ExclusionAmt
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$11,639ExclusionAmt
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$22,727ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,727TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFoti MargaretContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1220 Locust Street Apt 24AAddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd
FieldValueIRS element (for citing)
Total Contributions$49,897TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1SPDR S&P MIDCAP 400 EFT TRUST MDY, 60 sh.$24,8382020-12-15
1FIRST TRUST VI FIRST TRUST NASDAQ TECHN TDIV, 510 sh.$25,0592020-12-15

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$3,010$3,450
COMMUNICAT SVS SLCT SEC SPDR E$5,572$7,288
CONSUMER DISCRETIONARY SELECT$10,237$14,953
CONSUMER STAPLES SELECT SECTOR$5,317$6,205
GLOBAL X US INFRASTRUCTURE DEV$6,195$7,105
GOLDMAN SACHS ACTIVEBETA US LA$51,330$69,029
INVESCO QQQ TRUST$4,861$10,353
ISHARE DJ FN SRV CMP$12,553$16,205
ISHARES 20+ YR TREAS BD$7,422$9,148
ISHARES BARCLAYS 10-20 YEAR TR$4,225$5,095
ISHARES BARCLAYS MBS BOND FUND$19,807$20,925
ISHARES CORE DIVIDEND GROWTH$4,624$5,289
ISHARES CORE MSCI EAFE ETF$45,680$55,687
ISHARES S&P 500 INDEX FD$52,126$70,949
MATERIALS SELECT SECTOR SPDR$3,711$4,923
MICROSOFT CORP$3,007$3,114
PROGRESSIVE CORP OHIO$3,042$3,164
PROLOGIS$3,002$2,890
SELECT SECTOR SPDR INDUSTRIAL$9,029$12,043
SELECT SECTOR SPDR-HEALTH CARE$13,499$17,470
SPDR PORTFOLIO AGGREGATE BOND$46,359$46,862
TECHNOLOGY SPDR$13,382$23,924
VANGRD TEL SVC ETF$3,131$4,447
VANGUARD CORP BOND ETF LONG TE$5,587$5,998
VANGUARD FTSE EUROPEAN ETF$9,291$9,819
VANGUARD GOVT BOND ETF INTERME$17,429$18,882
VANGUARD INTERMEDIATE TERM COR$38,769$43,713
VANGUARD SHORT TERM CORPORATE$38,779$40,293
VANGUARD TOTAL BOND MARKET ETF$58,545$63,409

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,848$5,848
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$5,466Amt
Net Investment Income$5,466NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2019CategoryTxt
Amt$501Amt

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