L R BAUMAN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- L R BAUMAN FOUNDATION INC (EIN 47-1312674)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-10-22
- IRS object ID
- 202142959349100804
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-22T10:09:26-07:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223491267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEAF MIELE MANGANELLI FORTUNATO & ENGEL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 PASSAIC AVE | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471312674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LR BAUMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LRBA | BusinessNameControlTxt |
| Phone | 9738089500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LEAF 310 PASSAIC AVE | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA BAUMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | BAUMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lawrence R Leaf CPA | PreparerPersonNm |
| PTIN | P00028774 | PTIN |
| Phone | 9738089500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $20,786,377 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $271,395 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $271,395 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $390,334 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $390,334 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $438,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,241,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $438,084 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,099,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,099,813 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $359,144 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $179,569 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $179,569 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,500 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,500 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,790 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $101,790 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $25,050 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,275 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,275 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,942 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,942 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $533,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $315,584 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $215,736 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,403,414 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,403,414 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,937,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $315,584 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,619,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$837,427 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $784,229 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $271,670 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $984,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $984,520 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,110,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,559,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,801,857 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,381,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,544,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,786,377 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,381,838 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,544,411 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,381,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,544,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,381,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,544,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,381,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$837,427 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,544,411 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,544,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UBS- PUBLICALLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-06-30 | AcquiredDt |
| Sold | 2021-06-30 | SoldDt |
| Gross Sales Price | $10,241,676 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,803,592 | CostOrOtherBasisAmt |
| Gain Or Loss | $438,084 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $438,084 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $438,084 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $438,084 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,901 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,901 | SubtotalAmt |
| Tax Based On Investment Income | $10,901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,624 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,624 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $6,723 | OverpaymentAmt |
| Applied To ES Tax | $6,723 | AppliedToESTaxAmt |
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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LR BAUMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9738089500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LEAF 310 PASSAIC AVE | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| PATRICIA BAUMAN | |||||||
| C/O LEAF 310 PASSAIC AVE | FAIRFIELD | NJ | 07004 | President | 40.00 | $197,500 | $28,875 |
| JOHN LANDRUM BRYANT | |||||||
| C/O LEAF 310 PASSAIC AVE | FAIRFIELD | NJ | 07004 | Vice President | 30.00 | $115,834 | $16,935 |
| REV MSGR KEVIN W IRWIN | |||||||
| C/O LEAF 310 PASSAIC AVE | FAIRFIELD | NJ | 07004 | Trustee | 0.00 | $0 | |
| REV WALTER G LEWIS | |||||||
| C/O LEAF 310 PASSAIC AVE | FAIRFIELD | NJ | 07004 | Trustee | 0.00 | $0 | |
| LAWRENCE LEAF | |||||||
| C/O LEAF 310 PASSAIC AVE | FAIRFIELD | NJ | 07004 | Trustee | 0.00 | $0 | |
| MILAD S BADER | |||||||
| C/O LEAF 310 PASSAIC AVE | FAIRFIELD | NJ | 07004 | Trustee | 0.00 | $0 | |
| GERALD TORRES | |||||||
| C/O LEAF 310 PASSAIC AVE | FAIRFIELD | NJ | 07004 | Trustee | 0.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $101,790 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,206,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $704,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,911,141 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,911,141 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $313,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,597,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,029,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,029,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,901 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,901 | TotalTaxAmt |
| Distributable Before Adj | $1,018,973 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,018,973 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,018,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,619,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,619,150 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,619,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,018,973 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $14,251 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $512,697 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $575,838 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $607,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,710,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,619,150 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,018,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $600,177 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,310,487 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,310,487 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,251 | ExcessFromYear4Amt |
| Excess From Year3 | $512,697 | ExcessFromYear3Amt |
| Excess From Year2 | $575,838 | ExcessFromYear2Amt |
| Excess From Year1 | $607,524 | ExcessFromYear1Amt |
| Excess From Current Year | $600,177 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LEAF 310 PASSAIC AVE | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | CHARITABLE | RecipientRelationshipTxt |
| Recipient Foundation Status | EXEMPT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $1,403,414 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,403,414 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,395 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $390,334 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $438,084 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,099,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,099,813 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEAF MIELE ET AL CPA'S | CategoryTxt |
| Amt | $20,900 | Amt |
| Net Investment Income | $10,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,450 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,942 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,942 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS MANAGEMENT FEES | CategoryTxt |
| Amt | $101,790 | Amt |
| Net Investment Income | $101,790 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATED TAXES PAID FYE 6/30/21 | $2,500 | ||
| PAYROLL TAXES | $22,550 | $11,275 | $11,275 |
Comments