BETA

BEALL FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BEALL FOUNDATION (EIN 75-2850868)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-04
IRS object ID
202002179349100005
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)
Return2020-08-04T11:04:41-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731535208PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R MARK GEURKINK CPA PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 MCGEE DR STE 101AddressLine1Txt
CityNORMANCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73072ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752850868EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BEALL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEALBusinessNameControlTxt
Phone8173991100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15300 MIRAMAR LANEAddressLine1Txt
CityCOLLEYVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT S BEALLPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8173991100PhoneNum
Signature2020-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonR MARK GEURKINKPreparerPersonNm
PTINP00441772PTIN
Phone4053217575PhoneNum
Preparation2020-08-04PreparationDt
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$2,708,588FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$214InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$214InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$214InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$66,277DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,277DividendsNetInvstIncmAmt
Dividends Adj Net Incm$66,277DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$5,466NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,470GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,466CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$71,957TotalRevAndExpnssAmt
Total Net Invst Incm$71,957TotalNetInvstIncmAmt
Total Adj Net Incm$66,491TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,375AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$116InterestRevAndExpnssAmt
Interest Net Invst Incm$116InterestNetInvstIncmAmt
Interest Adj Net Incm$0InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,491TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,491TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,492TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,491TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$70,465ExcessRevenueOverExpensesAmt
Net Investment Income$70,466NetInvestmentIncomeAmt
Adjusted Net Income$66,491AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,935CashBOYAmt
Cash EOY$7,473CashEOYAmt
Cash EOYFMV$7,473CashEOYFMVAmt
Sav And Temp Cash Invst BOY$40,320SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,976SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,976SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,315,165CorporateStockBOYAmt
Corporate Stock EOY$2,407,732CorporateStockEOYAmt
Corporate Stock EOYFMV$2,682,139CorporateStockEOYFMVAmt
Total Assets BOY$2,367,420TotalAssetsBOYAmt
Total Assets EOY$2,434,181TotalAssetsEOYAmt
Total Assets EOYFMV$2,708,588TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,367,420RetainedEarningBOYAmt
Retained Earning EOY$2,434,181RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,367,420TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,434,181TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,367,420TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,434,181TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,367,420TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$70,465ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,437,885SubtotalAmt
Other Decreases$3,704OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,434,181TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
1231 LOSS FROM K-1P$4-$4-$4
CAPITAL GAIN DISTRIBUTIONP$5,470$5,470$5,470
FieldValueIRS element (for citing)
Capital Gain Net Income$5,466CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$5,466NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,166,007NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000001DistributionYr1Rt
Adjusted Qlfy Distri Yr2$59,667AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,124,445NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.028086DistributionYr2Rt
Adjusted Qlfy Distri Yr3$139,785AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,975,950NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070743DistributionYr3Rt
Adjusted Qlfy Distri Yr4$321,017AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,066,822NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.155319DistributionYr4Rt
Adjusted Qlfy Distri Yr5$251,038AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,289,788NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.109634DistributionYr5Rt
Total Distribution0.363783TotalDistributionRt
Average Distribution0.072757AverageDistributionRt
Net Vl Noncharitable Assets$2,435,393NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$177,192AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$705NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$177,897AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,409InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,409SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,409TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,501EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,501TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$10EsPenaltyAmt
Overpayment$1,082OverpaymentAmt
Applied To ES Tax$1,082AppliedToESTaxAmt
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
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE BEALL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8173991100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15300 MIRAMAR LANEAddressLine1Txt
CityCOLLEYVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76034ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT S BEALL
5300 MIRAMAR LANECOLLEYVILLETX76034DIRECTOR5.00$0$0$0
SHELLEY A BEALL
5300 MIRAMAR LANECOLLEYVILLETX76034DIRECTOR2.00$0$0$0
FALLIS A BEALL
5300 MIRAMAR LANECOLLEYVILLETX76034DIRECTOR1.00$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$2,433,128AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,352AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,472,480TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,472,480AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,087CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,435,393NetVlNoncharitableAssetsAmt
Minimum Investment Return$121,770MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$121,770MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,409TaxBasedOnInvestmentIncomeAmt
Total Tax$1,409TotalTaxAmt
Distributable Before Adj$120,361DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$120,361DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$120,361DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$120,361DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$78,427ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$219,840ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$41,992ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$340,259TotalExcessDistributionCyovAmt
Qualifying Distributions$1QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$120,360ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$120,360ExcessDistributionCyovAppCYAmt
Total Corpus$219,899TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$219,899ExcessDistriCyovToNextYrAmt
Excess From Year4$177,907ExcessFromYear4Amt
Excess From Year3$41,992ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT S BEALLContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT S BEALLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15300 MIRAMAR LANEAddressLine1Txt
CityCOLLEYVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76034ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8173991100RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FLOW THROUGH CONTRIBUTION FROM K-1BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18111 WESTCHESTER DRIVE SUITE 600AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusNCRecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTEDGrantOrContributionPurposeTxt
Amt$1Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$214RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$66,277RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,466RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$71,957RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,957TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3ACTIVITY USED TO GENERATE INCOME FOR CHARITY DONATIONS.
4ACTIVITY USED TO GENERATE INCOME FOR CHARITY DONATIONS.
8ACTIVITY USED TO GENERATE INCOME FOR CHARITY DONATIONS.

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL & PROFESSIONAL FEESCategoryTxt
Amt$1,375Amt
Net Investment Income$1,375NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB 7773StockNm
EOY Book Value$2,407,732EOYBookValueAmt
EOYFMV$2,682,139EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
PARTNERSHIP LOSSES$2,104
FEDERAL INCOME TAX EXPENSE$1,600

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