ALAN AND RUBY RIEDEL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALAN AND RUBY RIEDEL FOUNDATION (EIN 31-1520973)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-01
- IRS object ID
- 202001229349100625
- Schema version
- 2019v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-01T14:37:26-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452406032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cantrell & Cantrell PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Buffalo Speedway Suite 1000 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311520973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alan and Ruby Riedel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALAN | BusinessNameControlTxt |
| Phone | 7134645071 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Heritage Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ruby Riedel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol Cantrell CPA JD | PreparerPersonNm |
| PTIN | P00047256 | PTIN |
| Phone | 7133330555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,427,445 | 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 | $1,931 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,931 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,931 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $36,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,846 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,846 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $638,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,410,319 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $638,570 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $135 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $677,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $677,347 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,912 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,605 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,605 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $2,605 | LegalFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $728 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $728 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $728 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,333 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,333 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $634,014 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $674,014 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,579 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,281 | CashBOYAmt |
| Cash EOY | $5,409 | CashEOYAmt |
| Cash EOYFMV | $5,409 | CashEOYFMVAmt |
| Corporate Stock BOY | $666,611 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,293,756 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,422,036 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $678,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,299,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,427,445 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $678,892 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,299,165 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $678,892 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,299,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $678,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,299,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $678,892 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $634,014 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,312,906 | SubtotalAmt |
| Other Decreases | $13,741 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,299,165 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Charles Schwab | P | 2019-01-01 | 2019-01-01 | $117,103 | $116,968 | $135 | $135 |
| Charles Schwab | P | 2017-01-01 | 2019-01-01 | $1,293,216 | $654,781 | $638,435 | $638,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $638,570 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $135 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,308,805 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03056 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,157,343 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02765 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,595 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $962,604 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,546 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $961,611 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04840 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,061,675 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04029 | DistributionYr5Rt |
| Total Distribution | 0.235826 | TotalDistributionRt |
| Average Distribution | 0.047165 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,406,036 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,316 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,740 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,056 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,480 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,480 | SubtotalAmt |
| Tax Based On Investment Income | $13,480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,212 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,212 | TotalPaymentsAndCreditsAmt |
| Tax Due | $11,268 | TaxDueAmt |
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 | TX | 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 | Ruby Riedel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7134645071 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Heritage Court | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Ruby Riedel | ||||||
| 4 Heritage Court | Houston | TX | 77024 | President | 1.00 | $0 |
| Ralph Riedel | ||||||
| 12 Euclid Ave | Athens | OH | 45701 | Director | 1.00 | $0 |
| John Riedel | ||||||
| 606 Stoneleigh | Houston | TX | 77079 | Director | 1.00 | $0 |
| Amy Riedel Bone | ||||||
| 11818 Cobblestone | Houston | TX | 77024 | Director | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,427,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,427,448 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,427,448 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,406,036 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,480 | TotalTaxAmt |
| Distributable Before Adj | $56,822 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $56,822 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $56,822 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $40,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,822 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,514 | UndistributedIncomePYAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,514 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,486 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $36,336 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Ruby Riedel | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Ohio University Foundation | |||||||
| PO Box 869 | Athens | OH | 45701 | None | PC | Educational Purposes | $9,000 |
| Assistance League of Houston | |||||||
| 1902 Commonwealth Street | Houston | TX | 77219 | None | PC | Charitable Purposes | $2,000 |
| A Call to College | |||||||
| 314 Granville Street | Newark | OH | 43055 | None | PC | Educational Purposes | $2,000 |
| Bethleham Lutheran Church | |||||||
| 412 S White St | Round Top | TX | 78954 | None | PC | Religious Purposes | $1,000 |
| West Arts Council for Children | |||||||
| 41 Central Avenue | Athens | OH | 45701 | None | PC | Educational Purposes | $1,000 |
| The James Dick Foundation | |||||||
| Round Top Festival Hill | Round Top | TX | 78954 | None | PC | Educational Purposes | $5,000 |
| Memorial Drive Presbyterian Church | |||||||
| 11612 Memorial Drive | Houston | TX | 77024 | None | PC | Religious Purposes | $2,000 |
| Gladney Foundation | |||||||
| 6300 John Ryan Drive | Fort Worth | TX | 76132 | None | PC | Charitable Purposes | $3,000 |
| Round Top Family Library | |||||||
| PO Box 245 | Round Top | TX | 78954 | None | PC | Charitable purposes | $3,000 |
| Spring Branch Animal and Bird Sanct | |||||||
| 1408 Woodvine | Houston | TX | 77055 | None | GOV | Charitable purposes | $1,500 |
| A Voice for Children International | |||||||
| 50S Steele Streel St Suite 100 | Denver | CO | 80209 | None | PC | Charitable Purpose | $2,000 |
| Memorial Sloan Kettering Cancer Cen | |||||||
| PO Box 27432 | New York | NY | 10087 | None | PC | Charitable Purpose | $1,000 |
| Tahoe Fund | |||||||
| POBox 7124 | Tahoe City | CA | 96145 | None | PC | Charitable Purpose | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,931 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,846 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $638,570 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $677,347 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $677,347 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $2,605 | LegalFeesAmt |
| Net Investment Income | $2,605 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,605 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book Tax Adjustment | Desc |
| Amt | $13,741 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $728 | Amt |
| Net Investment Income | $728 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $728 | AdjustedNetIncomeAmt |