BETA

ROBERT & MAUREEN LUCAS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROBERT & MAUREEN LUCAS FAMILY FOUNDATION (EIN 95-4666465)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-22
IRS object ID
202001749349100525
Schema version
2019v5.1
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)
Return2020-06-22T14:45:14-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812737245PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOPEZ ACCOUNTING GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13500 WEST OLIVE AVENUE SUITE 680AddressLine1Txt
CityBURBANKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91505ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954666465EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & MAUREEN LUCAS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8186531539PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1823 GREEN LANEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP910112409ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT LUCASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8186531539PhoneNum
Signature2020-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUAN P LOPEZ CPAPreparerPersonNm
PTINP01367411PTIN
Phone8188407075PhoneNum
Preparation2020-06-03PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,411,516FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$27,768DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,768DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,770NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$224,299GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,770CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$59,538TotalRevAndExpnssAmt
Total Net Invst Incm$59,538TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$800LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$800LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$7,820OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,820OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$695TaxesRevAndExpnssAmt
Taxes Net Invst Incm$695TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,515TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$810TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$102,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$111,825TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,515TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$103,310TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,287ExcessRevenueOverExpensesAmt
Net Investment Income$51,023NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,381SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,905SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,905SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$531,216CorporateStockBOYAmt
Corporate Stock EOY$590,085CorporateStockEOYAmt
Corporate Stock EOYFMV$590,085CorporateStockEOYFMVAmt
Corporate Bonds BOY$313,118CorporateBondsBOYAmt
Corporate Bonds EOY$354,819CorporateBondsEOYAmt
Corporate Bonds EOYFMV$354,819CorporateBondsEOYFMVAmt
Other Investments BOY$377,411OtherInvestmentsBOYAmt
Other Investments EOY$453,707OtherInvestmentsEOYAmt
Other Investments EOYFMV$453,707OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,248,126TotalAssetsBOYAmt
Total Assets EOY$1,411,516TotalAssetsEOYAmt
Total Assets EOYFMV$1,411,516TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,248,126NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,411,516NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,248,126TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,411,516TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,248,126TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,411,516TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,248,126TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,287ExcessRevenueOverExpensesAmt
Other Increases$215,677OtherIncreasesAmt
Subtotal$1,411,516SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,411,516TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLIC TRADED SECURITIES$84,024$83,710$314$314
PUBLIC TRADED SECURITIES$121,372$108,819$12,553$12,553
CAPITAL GAINS DIVIDENDS$18,903$18,903$18,903P
FieldValueIRS element (for citing)
Capital Gain Net Income$31,770CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$83,210AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,371,345NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060678DistributionYr1Rt
Adjusted Qlfy Distri Yr2$69,954AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,374,808NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050883DistributionYr2Rt
Adjusted Qlfy Distri Yr3$95,852AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,280,266NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.074869DistributionYr3Rt
Adjusted Qlfy Distri Yr4$103,494AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,322,766NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.078241DistributionYr4Rt
Adjusted Qlfy Distri Yr5$99,554AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,382,877NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.071990DistributionYr5Rt
Total Distribution0.336661TotalDistributionRt
Average Distribution0.067332AverageDistributionRt
Net Vl Noncharitable Assets$1,334,613NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$89,862AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$510NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$90,372AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$103,310QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$510InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$510SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$510TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,480EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,480TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$970OverpaymentAmt
Applied To ES Tax$970AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT LUCASIndividualWithBooksNm
Phone8186536621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1823 GREEN LANEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91011ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT LUCAS
823 GREEN LANELA CANADACA91011PRESIDENT5.00$0$0$0
MAUREEN LUCAS
823 GREEN LANELA CANADACA91011SECRETARY/TREASURER5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,340,329AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,608AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,354,937TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,354,937AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,324CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,334,613NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,731MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,731MinimumInvestmentReturnAmt
Tax Based On Investment Income$510TaxBasedOnInvestmentIncomeAmt
Total Tax$510TotalTaxAmt
Distributable Before Adj$66,221DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$66,221DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$66,221DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,310ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$103,310QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$510PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$102,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,221DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,150ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$37,397ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,463ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,113ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,058ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$122,181TotalExcessDistributionCyovAmt
Qualifying Distributions$103,310QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$66,221AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,089RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$159,270TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$32,150ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$127,120ExcessDistriCyovToNextYrAmt
Excess From Year4$37,397ExcessFromYear4Amt
Excess From Year3$32,463ExcessFromYear3Amt
Excess From Year2$4,113ExcessFromYear2Amt
Excess From Year1$16,058ExcessFromYear1Amt
Excess From Current Year$37,089ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT LUCASContributingManagerNm
Contributing ManagerMAUREEN LUCASContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIDGES
466 FOOTHILL BLVDLA CANADACA91011PCMINISTRY TO SET UP CHURCHES AND GROWING PAINS MINISTRY$10,000
DOOR OF HOPE
PO BOX 90455PASADENACA91101PCGENERAL FUND$25,000
LA CANADA PRESBYTERIAN CHURCH
626 FOOTHILL BLVDLA CANADACA91011PC2019 PLEDGE; AUDIO/VISUAL PURCHASE/RENTAL; XMAS MARKET$27,500
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069PCGENERAL FUND$10,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038PCGENERAL FUND$10,000
MAYFIELD SENIOR SCHOOL
500 BELLEFONTAINE STREETPASADENACA91105PCGENERAL FUND$5,000
NATIONAL IMMIGRATION LAW CENTER
3435 WILSHIRE BLVDLOS ANGELESCA90010PCGENERAL FUND$10,000
THE MUSIC CENTER FOUNDATION
135 NORTH GRAND AVELOS ANGELESCA90012PCGENERAL FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,768ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,770ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$59,538ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,538TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$354,819EOYBookValueAmt
EOYFMV$354,819EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$590,085EOYBookValueAmt
EOYFMV$590,085EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEQUITY ETPSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$453,707BookValueAmt
EOYFMV$453,707EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$800LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$800DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON SECURITIESDesc
Amt$215,677Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$7,820Amt
Net Investment Income$7,820NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$695Amt
Net Investment Income$695NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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