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STEVE AND MARIAN MOSITES FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
STEVE AND MARIAN MOSITES FAMILY FOUNDATION (EIN 82-2438461)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-30
IRS object ID
202141819349101004
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)
Return2021-06-30T09:00:32-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251371209PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CASE SABATINI & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1470 STREETS RUN ROADAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15236ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822438461EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOSITES STEVE & MARIAN FAMILY FOUNDATIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOSIBusinessNameControlTxt
Phone4125313458PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1757 PINOAK RDAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15243ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN BICKETPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4125313458PhoneNum
Signature2021-06-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastBICKETPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK A ULISHNEYPreparerPersonNm
PTINP00033227PTIN
Phone4128814411PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$1,198,998FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,740DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,740DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,951NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$128,848GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,951CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$40,691TotalRevAndExpnssAmt
Total Net Invst Incm$40,691TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,660OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,151OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,821TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,821TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,157OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,638TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,972TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,638TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,972TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$28,947ExcessRevenueOverExpensesAmt
Net Investment Income$34,719NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,447CashBOYAmt
Cash EOY$5,003CashEOYAmt
Cash EOYFMV$5,003CashEOYFMVAmt
Other Assets BOY$936,817OtherAssetsBOYAmt
Other Assets EOY$912,572OtherAssetsEOYAmt
Other Assets EOYFMV$1,193,995OtherAssetsEOYFMVAmt
Total Assets BOY$939,264TotalAssetsBOYAmt
Total Assets EOY$917,575TotalAssetsEOYAmt
Total Assets EOYFMV$1,198,998TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$939,264RetainedEarningBOYAmt
Retained Earning EOY$917,575RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$939,264TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$917,575TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$939,264TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$917,575TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$939,264TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$28,947ExcessRevenueOverExpensesAmt
Other Increases$7,258OtherIncreasesAmt
Subtotal$917,575SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$917,575TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
EATON VANCE HIGH2020-01-012020-03-11$42,441$41,426$1,015$1,015
INVESCO EXCHTRADED2019-11-072020-05-27$9,159$13,897-$4,738-$4,738
AMERICAN GROWTH FUND2016-01-152020-12-03$15,000$8,251$6,749$6,749
AMERICAN GROWTH FUND2016-01-152020-12-14$15,000$8,173$6,827$6,827
INVESCO EXCHTRADED2018-02-062020-05-27$19,350$28,150-$8,800-$8,800
CAPITAL GAINS DIVIDENDS$27,898$27,898$27,898P
FieldValueIRS element (for citing)
Capital Gain Net Income$28,951CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$483InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$483SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$483TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,280EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,280TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$797OverpaymentAmt
Applied To ES Tax$797AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN M BICKETIndividualWithBooksNm
Phone4125313458PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1736 VALLEYVIEW RDAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15243ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
MARIAN S MOSITES
12029 SE CRESTVIEW PLACEJUPITERFL33469TRUSTEE AND PRESIDENT0.00$0$0$0
STEVEN T MOSITES SR
12029 SE CRESTVIEW PLACEJUPITERFL33469TRUSTEE AND VICE PRESIDENT0.00$0$0$0
SUSAN M BICKET
736 VALLEYVIEW RDPITTSBURGHPA15243TRUSTEE, SECRETARY AND TRE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,158,047AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,726AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,161,773TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,161,773AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,427CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,144,346NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,217MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,217MinimumInvestmentReturnAmt
Tax Based On Investment Income$483TaxBasedOnInvestmentIncomeAmt
Total Tax$483TotalTaxAmt
Distributable Before Adj$56,734DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,734DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,734DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$60,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$60,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,734DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$6,685ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,307ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,992TotalExcessDistributionCyovAmt
Qualifying Distributions$60,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,734AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,266RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,258TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,258ExcessDistriCyovToNextYrAmt
Excess From Year2$6,685ExcessFromYear2Amt
Excess From Year1$5,307ExcessFromYear1Amt
Excess From Current Year$3,266ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2017-08-11PrivateOperatingFndtnRulingDt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARIAN S MOSITESContributingManagerNm
Contributing ManagerSTEVEN T MOSITES SRContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARIAN MOSITESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1757 PINOAK RDAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15243ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4125313458RecipientPhoneNum
Form And Info And MaterialsCHARITABLE PURPOSE AND FINANCIAL STATEMENTSFormAndInfoAndMaterialsTxt
Submission DeadlinesMAY 1STSubmissionDeadlinesTxt
Restrictions On AwardsCHARITABLE PURPOSE SHOULD BE RELATED TO THE CURE AND/OR TREATMENT OF HEAD/NECK CANCER OR OTHER DIFFICULT TO TREAT RELATED MEDICAL CONDITIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EYE & EAR FOUNDATION OF PITTSBURGH
203 LOTHROP STPITTSBURGHPA15213PUBLIC CHARITYPROMOTE ONGOING WORK OF CHARITY$50,000
GREATER PITTSBURGH COMMUNITY FOOD BANK
1 N LINDEN STDUQUESNEPA15110PUBLIC CHARITYPROMOTE ONGOING WORK OF CHARITY$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,740ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,951ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$40,691ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,691TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMARKETABLE SECURITIESDesc
BOY Book Value$936,817BOYBookValueAmt
EOY Book Value$912,572EOYBookValueAmt
EOYFMV$1,193,995EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescGIFTS TO FRONT-LINE WORKERSDesc
Revenue And Expenses Per Books$1,157RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NONTAXABLE INVESTMENT DISTRIBUTIONS$4,688
TAX EX DIVIDENDS$2,570

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$4,151$4,151$0
OTHER PROFESSIONAL FEES$2,449$0$0
BANK FEES$60$0$0

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationTHE TAXPAYER WAS UNAWARE OF THE NEW REQUIREMENT TO ELECTRONICALLY FILE A 990-PF, RELIED UPON GUIDANCE PROVIDED BY THEIR TAX PREPARER, AND MAILED THE PAPER RETURN TIMELY. THE TAXPAYER HAD EVERY INTENTION OF FILING A COMPLETE AND ACCURATE RETURN IN A PROPER MANNER. THE 990-PF IS NOW BEING ELECTRONICALLY FILED IMMEDIATELY UPON BEING INFORMED OF THE NEW ELECTRONIC FILING REQUIREMENT. THE TAXPAPER RESPECTFULLY REQUESTS THAT THE SERVICE TAKES INTO CONSIDERATION THE TAXPAYER'S INTENT TO PROPERLY FILE THE TAX RETURN CONSIDERING THE UNUSUAL DISTURBANCES AND CONFUSION WHICH HAS ACCOMPANIED THE COVID PANDEMIC ALONG WITH DELAYS EXPERIENCED WITH THE USPS REGARDING THE RECEIPT OF THE IRS NOTICE. WE REQUESTFULLY REQUEST ABATEMENT OF ANY PENALTIES RELATED TO THE 990-PF BEING ORIGINALLY FILED ON PAPER.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$44$44$0
FEDERAL TAXES$1,777$1,777$0

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