WKW FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WKW FAMILY FOUNDATION INC (EIN 81-4769432)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-16
IRS object ID
202142289349100414
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-16T07:32:18-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232735111PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JEFFERYS & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1318 EXTON COMMONSAddressLine1Txt
CityEXTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814769432EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WKW FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWKWFBusinessNameControlTxt
Phone6106510619PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 VALLEY FORGE CIRCLEAddressLine1Txt
CityKING OF PRUSSIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWAI WONGPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWAIPersonFirstNm
Person LastWONGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT A JEFFERYSPreparerPersonNm
PTINP00103211PTIN
Phone6105941700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$1,204,270FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,025DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,025DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,303NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$344,292GrossSalesPriceAmt
Total Rev And Expnss$25,723TotalRevAndExpnssAmt
Total Net Invst Incm$31,026TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,627OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,627OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$193TaxesRevAndExpnssAmt
Taxes Net Invst Incm$163TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,365TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$33OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,218TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,823TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,718TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,823TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,995ExcessRevenueOverExpensesAmt
Net Investment Income$27,203NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,601CashBOYAmt
Cash EOY$15,690CashEOYAmt
Cash EOYFMV$15,690CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,749SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,447SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,447SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,093,610CorporateStockBOYAmt
Corporate Stock EOY$1,180,133CorporateStockEOYAmt
Corporate Stock EOYFMV$1,180,133CorporateStockEOYFMVAmt
Total Assets BOY$1,140,960TotalAssetsBOYAmt
Total Assets EOY$1,204,270TotalAssetsEOYAmt
Total Assets EOYFMV$1,204,270TotalAssetsEOYFMVAmt
Loans From Officers BOY$6,245LoansFromOfficersBOYAmt
Loans From Officers EOY$6,247LoansFromOfficersEOYAmt
Total Liabilities BOY$6,245TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,247TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,134,715NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$1,134,715TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,198,023TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,140,960TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,204,270TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,134,715TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,995ExcessRevenueOverExpensesAmt
Other Increases$99,303OtherIncreasesAmt
Subtotal$1,198,023SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,198,023TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - CHARLES SCHP$340,609$345,936-$5,327-$5,327
PUBLICLY TRADED SECURITIES - MERRILL LYNP$3,683$3,659$24$24
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,303CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$378InvestmentIncomeExciseTaxAmt
Subtotal$378SubtotalAmt
Tax Based On Investment Income$378TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$240EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$240TotalPaymentsAndCreditsAmt
Tax Due$138TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEANNE WONGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6106510619PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 VALLEY FORGE CIR 855AddressLine1Txt
CityKING OF PRUSSIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19406ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEANNE WONG
3000 VALLEY FORGE CIRCLE STEKING OF PRUSSIAPA19406Treasurer0.00$0
NATALIE WONG
143 BRANDON CTNESHANIC STATIONNJ08853Director0.00$0
JASON WONG
3000 VALLEY FORGE CIRCLE 855KING OF PRUSSIAPA19406Secretary0.00$0
MICHELLE WONG
680 MISSION STREET APT 37GSAN FRANCISCOCA94105Director0.00$0
WAI K WONG
300 VALLEY FORGE CIRCLE 855VALLEY FORGEPA19406President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,085,340AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,147AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,128,487TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,128,487AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,927CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,111,560NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,578MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,578MinimumInvestmentReturnAmt
Tax Based On Investment Income$378TaxBasedOnInvestmentIncomeAmt
Total Tax$378TotalTaxAmt
Distributable Before Adj$55,200DistributableBeforeAdjAmt
Distributable Before Ded$55,200DistributableBeforeDedAmt
Distributable As Adjusted$55,200DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,500ExpensesAndContributionsAmt
Qualifying Distributions$56,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$56,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$55,200DistributableAsAdjustedAmt
Undistributed Income PY$54,802UndistributedIncomePYAmt
Qualifying Distributions$56,500QualifyingDistributionsAmt
Applied To Year1$54,802AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,698AppliedToCurrentYearAmt
Undistributed Income CY$53,502UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
QUEST AUTISM FOUNDATION INC
PMB 257 637 WYCKOFF AVWYCKOFFNJ07481PCTO SUPPORT THE FOUNDATION'S MISSION TO PROVIDE AID IN THE CARE OF AUTISTIC & DEVELOPMENTALLY DIABLED ADOLESCENTS AND ADULTS$5,000
CANCER HOPE NETWORK
2 NORTH ROAD SUITE ACHESTERNJ07930PCSUPPORT THE ORGANIZATION'S EFFORTS TO PROVIDE ONE-ON-ONE SUPPORT TO CANCER PATIENTS AND THEIR FAMILIES$2,000
KAI'S GUARDIANS OF LIFE
24 PLEASANT STHINGHAMMA02043PCTO SUPPORT FAMILIES WITH MEDICAL NEEDS AND RESEARCH HYDROPS & SIMILAR SYNDROMES$2,500
GIVE TO THE WORLD
PO BOX 6183ARLINGTONVA22206PCSUPPORT THE ORGANIZATION'S EFFORTS TO DELIVER CRITICAL MATERIAL OVERSEAS TO DESPERATE PEOPLE LIVING IN CONFLICT ZONES$2,500
KQED
2601 MARIPOSA STSAN FRANCISCOCA94110PCSUPPORT THE ORGANIZATION'S EFFORTS TO PROVIDE AN ALTERNATIVE TO COMMERICAL MEDIA$2,500
GILL ST BERNARDS SCHOOL
ST BERNARDS ROADGLADSTONENJ07934PCSUPPORT THE SCHOOL IN ITS EFFORTS TO PROVIDE A BALANCED, DIVERSE AND SECURE COMMUNITY PREPARING STUDENTS ACADEMICALLY FOR COLLEGE AND LIFE.$2,000
WILSON'S DISEASES
1732 1ST AVENUE 20043NEW YORKNY10128PCTO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO RESEARCH WILSON DISEASE$2,500
WARREN TOWNSHIP POLICE DEPARTMENT
46 MOUNTAIN BOULEVARDWARRENNJ07059NCSUPPORT THE POLICE DEPARTMENTS MISSION OF PROTECTING LIFE AND PROPERTY, PRESERVING PEACE AND PREVENTING CRIME$1,000
WARREN TOWNSHIP FIRE DEPARTMENT
46 MOUNTAIN BOULEVARDWARRENNJ07059NCSUPPORT THE FIRE COMPANY IN THE COMMUNITY$1,000
SOMERVILLE BASEBALL INC
PO BOX 77SOMERVILLENJ08876PFTO SUPPORT THE ORGANIZATION'S EFFORTS IN RECREATIONAL ACTIVITIES SUCH AS BASEBLL, SOFTBALL INCLUDING LITTLE LEAGUES.$2,000
SF-MARIN FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107PCTO SUPPORT THE ORGANIZATIONS EFFORTS IN DISTRIBUTING HIGH-QUALITY, NUTRITIOUS GROCERIES TO INDIVIDUALS AND FAMILIES IN NEED.$2,500
FISHER CENTER FOR ALZHEIMER'S RESEA
FDR STATION PO BOX 220NEW YORKNY10150PCTO SUPPORT THE ORGANIZATION'S MISSION TO UNDERSTAND THE CAUSES OF ALZHEIMER'S DISEASE; IMPOROVE THE CARE OF PEOPLE LIVING WITH IT - TO ENHANCE THEIR QUALITY OF LIFE, AND FIND A CURE.$2,000
ST JUDE CHILDREN'S RESEARCH HOSPITA
262 DANNY THOMAS PLACE MAILSTOP 761MEMPHISTN38105PCTO SUPPORT THE ORGANIZATION'S MISSION IN ADVANCING CURE, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTOPHIC DISEASES THROUGH RESEARCH AND TREATMENT.$2,000
HOPE FOR THE WARRIORS
8003 FORBES PLACE SUITE 201SPRINGFIELDVA22151PCTO SUPPORT THE ORGANIZATION'S EFFORTS TO PROVIDE A VARIETY OF SUPPORT PROGRAMS FOCUSED ON CLINICAL HEALTH AND WELLNESS, SPORTS AND RECREATION AND TRANSITION FOR POST 9/11 VETERANS, SERVICE MEMBERS AND MILITARY FAMILIES.$3,000
HUNTERDON REGIONAL CANCER CENTER
2100 WESCOTT DRIVEFLEMINGTONNJ08822PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN PROVIDING MEDICALLY NECESSARY HEALTH CARE SERVICES TO ALL INDIVIDUALS.$2,000
ASIAN AMERICAN LEGAL DEFENSE EDUCAT
99 HUDSON STREET 12TH FLOORNEW YORKNY10013PCTO SUPPORT THE ORGANIZATION'S MISSION TO PROTECT AND PROMOTE THE CIVIL RIGHTS OF ASIAN AMERICANS$5,000
CHILD MIND INSTITUTE INC
101 EAST 56TH STREETNEW YORKNY10022PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN TRANSFORMING THE LIVES OF CHILDREN AND FAMILIES STRUGGLING WITH MENTAL HEALTH AND LEARNING DISABILITIES.$1,000
OUR FUTURE FIRST
PO BOX 672MILLVILLENJ08332PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN BREAKING DOWN THE MAN-MADE SOCIO-ECONOMIC BARRIERS BLOCKING THE PATH TO SUCCESS FOR OUR YOUTH.$12,000
BRANCHBURG RESCUE SQUAD INC
113 RIVER ROADBRANCHBURGNJ08876PCTO SUPPORT THE ORGANIZATION'S EFFORTS IN PROVIDING EMERGENCY MEDICAL AND RESCUE SERVICES TO THE RESIDENCES, BUSINESSES AND VISITORS TO THE TOWNSHIPS OF BRANCHBURG AND READINGTON.$2,000
ARTWORKS THE NAOMI COHAIN FOUNDATIO
96 ENGLE STREET SUITE 120ENGLEWOODNJ07631PCTO SUPPORT THE FOUNDATION'S EFFORTS IN IMPROVING THE HEALTHCARE EXPERIENCE OF PREDIATRIC PATIENTS THROUGH THE ARTS.$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,025RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$5,303RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,723RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,723TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEEDesc
Revenue And Expenses Per Books$33RevenueAndExpensesPerBooksAmt
Net Investment Income$33NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEECategoryTxt
Amt$3,627Amt
Net Investment Income$3,627NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$30
FOREIGN TAX WITHHELD$163$163

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