BETA

ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-30
IRS object ID
202142429349101019
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)
Return2021-08-30T11:54:11-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HW&COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line123240 Chagrin Blvd Suite 700AddressLine1Txt
CityClevelandCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441225450ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341877125EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Anderson Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROBERT L ANDERSONInCareOfNm
Business Name ControlANDEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110365 Pinecrest DrAddressLine1Txt
CityPainesvilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44077ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert AndersonPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2396433932PhoneNum
Signature2021-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRobertPersonFirstNm
Person LastAndersonPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00069069PTIN
Phone2168311200PhoneNum
Preparation2021-08-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$363,980FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,380DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,380DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,648NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$65,511GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,648CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,028TotalRevAndExpnssAmt
Total Net Invst Incm$14,028TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,950AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,972OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,972OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$507TaxesRevAndExpnssAmt
Taxes Net Invst Incm$100TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$29OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$29OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,458TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,051TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,960ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,960ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,418TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,051TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$25,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,390ExcessRevenueOverExpensesAmt
Net Investment Income$8,977NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$22,748SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,645SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,645SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$328,133CorporateStockBOYAmt
Corporate Stock EOY$314,845CorporateStockEOYAmt
Corporate Stock EOYFMV$345,335CorporateStockEOYFMVAmt
Total Assets BOY$350,881TotalAssetsBOYAmt
Total Assets EOY$333,490TotalAssetsEOYAmt
Total Assets EOYFMV$363,980TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$350,880NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$333,490NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$350,880TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$333,490TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$350,880TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$333,490TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$350,880TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,390ExcessRevenueOverExpensesAmt
Subtotal$333,490SubtotalAmt
Tot Net Ast Or Fund Balances EOY$333,490TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NFS 49782020-11-10$12,472$14,326-$1,854-$1,854
NFS 49782020-11-10$15,068$15,406-$338-$338
NFS 49782020-11-10$37,971$33,131$4,840$4,840
FieldValueIRS element (for citing)
Capital Gain Net Income$2,648CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$125InvestmentIncomeExciseTaxAmt
Subtotal$125SubtotalAmt
Tax Based On Investment Income$125TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$450ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$450TotalPaymentsAndCreditsAmt
Overpayment$325OverpaymentAmt
Applied To ES Tax$325AppliedToESTaxAmt

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 StateOHOrgReportOrRegisterStateCd
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 Line1ROBERT L ANDERSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2396433932PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11504 MARSH WREN LANEAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34105ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT L ANDERSON
10365 Pinecrest DrPainesvilleOH44077PRESIDENT1.0$0$0$0
JOANNE L ANDERSON
10365 Pinecrest DrPainesvilleOH44077TREASURER1.0$0$0$0
CYNTHIA L ANDERSON
10365 Pinecrest DrPainesvilleOH44077SECRETARY1.0$0$0$0
DOUGLAS L ANDERSON
10365 Pinecrest DrPainesvilleOH44077VICE-PRESIDENT1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$345,984AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,697AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$366,681TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$366,681AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,500CashDeemedCharitableAmt
Net Vl Noncharitable Assets$361,181NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,059MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,059MinimumInvestmentReturnAmt
Tax Based On Investment Income$125TaxBasedOnInvestmentIncomeAmt
Total Tax$125TotalTaxAmt
Distributable Before Adj$17,934DistributableBeforeAdjAmt
Distributable Before Ded$17,934DistributableBeforeDedAmt
Distributable As Adjusted$17,934DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,960ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$25,960QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25,960AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,934DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,848ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,473ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$4,050ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$36,849ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$50,220TotalExcessDistributionCyovAmt
Qualifying Distributions$25,960QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$17,934AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,026RemainingDistriFromCorpusAmt
Total Corpus$58,246TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,848ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$54,398ExcessDistriCyovToNextYrAmt
Excess From Year4$5,473ExcessFromYear4Amt
Excess From Year2$4,050ExcessFromYear2Amt
Excess From Year1$36,849ExcessFromYear1Amt
Excess From Current Year$8,026ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT JOANNE ANDERSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOSPICE OF WESTERN RESERVE
17876 ST CLAIR AVENUECLEVELANDOH44110NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,100
FIELDSTONE FARM THERAPEUTIC RIDING CENTER
16497 Snyder RoadChagrin FallsOH44023NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$500
CLOTHE A CHILD
785 MENTOR AVEWILLOUGHBYOH44094NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
LIFE ACT
29425 CHAGRIN BLVD STE 203CLEVELANDOH44122NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$500
GILMOUR ACADEMY
34001 CEDAR RDGATES MILLSOH44040NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$4,000
CORNERSTONE CHRISTIAN ACADEMY
2846 SOM CENTER ROADWILLOUGHBYOH44094NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$5,000
THE SALVATION ARMY
PO BOX 8209NAPLESFL34101NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
PROJECT HOME INC
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
LAKE ERIE COLLEGE
391 W WASHINNGTON STREETPAINESVILLEOH44077NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
NEIGHBORHOOD HEALTH CLINIC
121 GOODLETTE RD NORTHNAPLESFL34102NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$1,000
CROSSROADS HEALTH
8445 Munson RdMentorOH44060nonePCFOR USE IN CHARITABLE ACTIVITY OF DONEE$500
UNITED WAY OF LAKE COUNTY
9285 Progress PkwyMentorOH44060NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$2,000
COCHISE COLLEGE FOUNDATION
4190 W Highway 80DouglasAZ85607nonePCFOR USE IN CHARITABLE ACTIVITY OF DONEE$2,000
CHRIST CHILD SOCIETY OF NAPLES
PO Box 770179NaplesFL34108NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$300
WESTERN RESERVE SERVICE JUNIOR LEAGUE
PO Box 456PainesvilleOH44077NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$60
Ellicottville Skatepark Project
301 North Union St Suite 203OleanNY14760NONEPCFOR USE IN CHARITABLE ACTIVITY OF DONEE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,960TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,380ExclusionAmt
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$2,648ExclusionAmt
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$14,028ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,028TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$2,950Amt
Net Investment Income$2,950NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockDETAILS AVAILABLE UPON REQUESTStockNm
EOY Book Value$314,845EOYBookValueAmt
EOYFMV$345,335EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISC EXPENSESDesc
Revenue And Expenses Per Books$29RevenueAndExpensesPerBooksAmt
Net Investment Income$29NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT AND BANK FEESCategoryTxt
Amt$1,972Amt
Net Investment Income$1,972NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE TAX$100$100
FEDERAL TAX$407

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