CHARLES AND LORRAINE JOYCE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHARLES AND LORRAINE JOYCE FAMILY FOUNDATION (EIN 47-1186202)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-11
IRS object ID
202141319349101209
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)
Return2021-05-11T09:24:43-05:00ReturnTs
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)
EIN471186202EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Charles and Lorraine Joyce Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCHARBusinessNameControlTxt
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)
PersonTERESA M JOYCEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTERESA MPersonFirstNm
Person LastJOYCEPersonLastNm
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$482,488FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$374InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$374InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,604DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,604DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$437NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$55,065GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$58,541TotalRevAndExpnssAmt
Total Net Invst Incm$8,978TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$1,431OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,431OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$167TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,307OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,307OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,905TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,431TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,307TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,905TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,431TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,307TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,636ExcessRevenueOverExpensesAmt
Net Investment Income$7,547NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$54,301SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,030SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,030SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$9,806USGovernmentObligationsBOYAmt
Corporate Stock BOY$255,356CorporateStockBOYAmt
Corporate Stock EOY$300,021CorporateStockEOYAmt
Corporate Stock EOYFMV$368,458CorporateStockEOYFMVAmt
Corporate Bonds BOY$54,572CorporateBondsBOYAmt
Corporate Bonds EOY$39,620CorporateBondsEOYAmt
Corporate Bonds EOYFMV$42,000CorporateBondsEOYFMVAmt
Total Assets BOY$374,035TotalAssetsBOYAmt
Total Assets EOY$411,671TotalAssetsEOYAmt
Total Assets EOYFMV$482,488TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$374,035RetainedEarningBOYAmt
Retained Earning EOY$411,671RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$374,035TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$411,671TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$374,035TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$411,671TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$374,035TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,636ExcessRevenueOverExpensesAmt
Subtotal$411,671SubtotalAmt
Tot Net Ast Or Fund Balances EOY$411,671TotNetAstOrFundBalancesEOYAmt

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$55,065GrossSalesPriceAmt
Cost Or Other Basis$55,502CostOrOtherBasisAmt
Gain Or Loss-$437GainOrLossAmt
Gains Minus Excess Or Losses-$437GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$437CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$105InvestmentIncomeExciseTaxAmt
Subtotal$105SubtotalAmt
Tax Based On Investment Income$105TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$105TaxDueAmt

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

FieldValueIRS element (for citing)
PersonTeresa JoycePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$367,811AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$68,259AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$436,070TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$436,070AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,541CashDeemedCharitableAmt
Net Vl Noncharitable Assets$429,529NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,476MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,476MinimumInvestmentReturnAmt
Tax Based On Investment Income$105TaxBasedOnInvestmentIncomeAmt
Total Tax$105TotalTaxAmt
Distributable Before Adj$21,371DistributableBeforeAdjAmt
Distributable Before Ded$21,371DistributableBeforeDedAmt
Distributable As Adjusted$21,371DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,307ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$19,307QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,307AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,371DistributableAsAdjustedAmt
Undistributed Income PY$10,376UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$19,307QualifyingDistributionsAmt
Applied To Year1$10,376AppliedToYear1Amt
Applied To Current Year$8,931AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$12,440UndistributedIncomeCYAmt
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 ManagerTeresa JoyceContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALLEGANY COUNTY HISTORICAL SOCIETY
PO BOX 252ANDOVERNY14806N/APCGeneral & Unrestricted$1,000
ALLEGANY COUNTY SOCIETY FOR PREVENTION
OF CRUELTY TO ANIMALSWELLSVILLENY14895N/APCGeneral & Unrestricted$2,000PO BOX 381
ANDOVER FREE LIBRARY
PO BOX 745ANDOVERNY14806N/APCGeneral & Unrestricted$1,000
ANDOVER HISTORICAL SOCIETY
PO BOX 66ANDOVERNY14806N/APCGeneral & Unrestricted$1,000
ANDOVER VOLUNTEER AMBULANCE CORPS INC
PO BOX 726ANDOVERNY14806N/APCGeneral & Unrestricted$1,500
COMFORT HOUSE OF ALLEGANY COUNTY INC
141 E STATE STWELLSVILLENY14895N/APCGeneral & Unrestricted$2,500
IMMACULATE CONCEPTION SCHOOL OF ALLEGANY COUNTY
24 MAPLE AVEWELLSVILLENY14895N/APCGeneral & Unrestricted$2,500
MEMORIAL HOSPITAL OF WILLIAM F AND GERTRUDE F JONE
191 N MAIN STWELLSVILLENY14895N/APCGeneral & Unrestricted$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,000TotalGrantOrContriPdDurYrAmt

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$374ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,604ExclusionAmt
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-$437ExclusionAmt
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$8,541ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,541TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Joyce Lorraine A
14 East Avenue PO Box 783AndoverNY148060783$30,000Yes (X)
Joyce Teresa
2490 Hascall RoadAtlantaGA30309$20,000Yes (X)

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BP CAP MKTS AMER - 2.750% - 05$9,652$10,547
EBAY INC SR GLBL NT - 3.450% -$5,012$5,462
KIMBERLY CLARK CORP SR NT - 2.$5,013$5,253
PHILIP MORRIS INTL INC - 2.500$4,991$5,182
PRAXAIR INC NT - 2.200% - 08/1$4,944$5,126
SIMON PROPERTY GROUP INC - 2.7$9,980$10,430
JOHN DEERE CAP CORP$28

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE MSCI EAFE ETF$17,875$24,872
ISHARES MSCI EAFE SMALL CAP IN$4,598$6,357
ISHARES MSCI EMERGING MARKETS$8,288$11,781
ISHARES RUSSELL 2000$5,778$9,411
ISHARES S&P 500 INDEX FD$40,212$73,201
ISHARES TR S & P MIDCAP 400 IN$12,089$19,536
ISHARES TRUST MSCI EAFE INDEX$13,546$14,154
NUVEEN INTERMEDIATE DURATION M$165,032$172,571
VANGUARD FTSE DEVELOPED MARKET$569$567
VANGUARD FTSE EMERGING MARKETS$2,440$3,107
VANGUARD MID-CAP ETF$4,469$5,376
VANGUARD MID-CAP VALUE INDEX$4,823$5,829
VANGUARD SHORT TERM TAX EXEMPT$15,328$15,510
VANGUARD VALUE ETF$4,974$6,186

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,282$5,282
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$1,431Amt
Net Investment Income$1,431NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2019CategoryTxt
Amt$167Amt

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