SUSAN J ELLIS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SUSAN J ELLIS FOUNDATION (EIN 83-3820341)
- Tax period
- 2020-02-01 to 2021-01-31
- Filed
- 2021-07-08
- IRS object ID
- 202141899349100909
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-08T13:39:47-05:00 | ReturnTs |
| Tax Period End | 2021-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232662877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 136 GARRETT AVE STE 1 | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190101359 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833820341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN J ELLIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSA | BusinessNameControlTxt |
| Phone | 9999999999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8016 ANDERSON STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN FLOYD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9999999999 | PhoneNum |
| Signature | 2021-05-31 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTIN | PersonFirstNm |
| Person Last | FLOYD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL B BOSTON CPA | PreparerPersonNm |
| PTIN | P01210098 | PTIN |
| Phone | 6105273564 | PhoneNum |
| Preparation | 2021-07-08 | PreparationDt |
| 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 | $867,294 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $210,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $523,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,417 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,533 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $12,533 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $259,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,287 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,533 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,660 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,660 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $71,436 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $10,000 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $61,436 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $380 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $380 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,885 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $2,533 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $352 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $380 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,533 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $380 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,533 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $181,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,907 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,232 | CashBOYAmt |
| Cash EOY | $11,948 | CashEOYAmt |
| Cash EOYFMV | $11,948 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $101,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,311 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $705,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $705,035 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $514,197 | CorporateBondsBOYAmt |
| Total Assets BOY | $631,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $867,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $867,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $631,521 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $867,294 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $631,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $867,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $631,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $867,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $631,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $181,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,884 | OtherIncreasesAmt |
| Subtotal | $867,294 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $867,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,417 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $277 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $277 | SubtotalAmt |
| Tax Based On Investment Income | $277 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $277 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $277 | TotalPaymentsAndCreditsAmt |
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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://SUSANJELLIS.FOUNDATION | WebsiteAddressTxt |
| Individual With Books | KRISTIN FLOYD | IndividualWithBooksNm |
| Phone | 9999999999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SUSAN J ELLIS FOUNDATION | AddressLine1Txt |
| Address Line2 | PO BOX 9981 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| KRISTIN FLOYD | |||||||||
| C/O SUSAN J ELLIS FOUNDATION | PO BOX 9981 | PHILADELPHIA | PA | 19118 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| BETSY MCFARLAND | |||||||||
| C/O SUSAN J ELLIS FOUNDATION | PO BOX 9981 | PHILADELPHIA | PA | 19118 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SARAHJANE REHNBORG PHD CVA | |||||||||
| C/O SUSAN J ELLIS FOUNDATION | PO BOX 9981 | PHILADELPHIA | PA | 19118 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ERIN REBECCA SPINK MA | |||||||||
| C/O SUSAN J ELLIS FOUNDATION | PO BOX 9981 | PHILADELPHIA | PA | 19118 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MELISSA HEINLEIN STORTI PHD CAVS | |||||||||
| C/O SUSAN J ELLIS FOUNDATION | PO BOX 9981 | PHILADELPHIA | PA | 19118 | TRUSTEE | 0.50 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $593,232 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,265 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $658,497 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $658,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $648,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $277 | TotalTaxAmt |
| Distributable Before Adj | $32,154 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,154 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,154 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,448 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,448 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $64,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,320 | UndistributedIncomePYAmt |
| Qualifying Distributions | $64,448 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,320 | AppliedToYear1Amt |
| Applied To Current Year | $32,154 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,974 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,974 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $17,974 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $17,974 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSCRIPTIONS | Desc |
| Related Or Exempt Function Incm | $12,533 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,870 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,533 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,750 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | THE SUBSCRIPTION REVENUE IS A MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS EDUCATION AND RESEARCH ACTIVITIES PURPOSE. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF SUSAN J ELLIS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KRISTIN FLOYD EXECUTOR | AddressLine1Txt |
| Address Line2 | PO BOX 9981 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $208,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $520,103 | GrossSalesPriceAmt |
| Basis | $504,173 | BasisAmt |
| Total Net | $15,930 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY TOTAL BOND | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY ASSET MANAGER | StockNm |
| EOY Book Value | $705,035 | EOYBookValueAmt |
| EOYFMV | $705,035 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,660 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,660 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| SOFTWARE & APPLICATIONS | $1,237 | $990 | $247 |
| CREDIT CARD FEES | $543 | $543 | |
| SHIPPING | $194 | $194 | |
| SERVER & DOMAINS | $911 | $806 | $105 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $12,533 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $12,533 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $53,884 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARCHIVIST | $2,000 | $2,000 | |
| WEBSITE DEVELOPMENT SERVICES | $16,000 | $16,000 | |
| DESIGN | $2,313 | $2,313 | |
| EDITORIAL SERVICES | $34,123 | $34,123 | |
| MARKETING | $10,000 | $10,000 | |
| SOCIAL MEDIA | $7,000 | $7,000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF SUSAN J ELLIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8016 ANDERSON STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $380 | Amt |
| Net Investment Income | $380 | NetInvestmentIncomeAmt |
Comments