BETA

MCGONIGLE FAMILY FOUNDATION INCORPORATED: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MCGONIGLE FAMILY FOUNDATION INCORPORATED (EIN 06-1826952)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-29
IRS object ID
202011209349100911
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)
Return2020-04-29T13:44:10-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814474059PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LALLY & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15700 CORPORATE DRIVE SUITE 800AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15237ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061826952EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGONIGLE FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCORPORATEDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMCGOBusinessNameControlTxt
Phone4122881936PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1159 NORTH DRIVEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15238ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINE NEWCAMPPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4122881936PhoneNum
Signature2020-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J LALLY CPAPreparerPersonNm
PTINP00088432PTIN
Phone4123678190PhoneNum
Preparation2020-04-27PreparationDt
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$1,417,060FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$348InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$348InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$40,249DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,249DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,081NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$59,791GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,081CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$83,678TotalRevAndExpnssAmt
Total Net Invst Incm$83,678TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,425AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,360TaxesRevAndExpnssAmt
Taxes Net Invst Incm$860TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,801TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$860TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,870ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$71,870ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,671TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$860TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,870TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,007ExcessRevenueOverExpensesAmt
Net Investment Income$82,818NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,369CashBOYAmt
Cash EOY$5,093CashEOYAmt
Cash EOYFMV$5,093CashEOYFMVAmt
Acct Rcvbl$3,572AcctRcvblAmt
Acct Rcvbl BOY$3,527AcctRcvblBOYAmt
Acct Rcvbl EOY$3,572AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,572AcctRcvblEOYFMVAmt
Corporate Stock BOY$690,364CorporateStockBOYAmt
Corporate Stock EOY$695,602CorporateStockEOYAmt
Corporate Stock EOYFMV$1,408,395CorporateStockEOYFMVAmt
Total Assets BOY$697,260TotalAssetsBOYAmt
Total Assets EOY$704,267TotalAssetsEOYAmt
Total Assets EOYFMV$1,417,060TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$697,260NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$704,267NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$697,260TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$704,267TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$697,260TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$704,267TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$697,260TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,007ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$704,267SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$704,267TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
22 SHS SPDR S&P 500 ETF TRUSTP2009-05-212019-10-18$6,571$1,966$4,605$4,605
61 SHS SPDR S&P 500 ETF TRUSTP2009-06-182019-10-18$18,220$5,632$12,588$12,588
99 SHS SPDR S&P 500 ETF TRUSTP2009-05-082019-10-18$29,570$9,112$20,458$20,458
CAPITAL GAINS DIVIDENDSP$5,430$5,430$5,430
FieldValueIRS element (for citing)
Capital Gain Net Income$43,081CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$63,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,336,856NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047125DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,285,041NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046691DistributionYr2Rt
Adjusted Qlfy Distri Yr3$61,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,181,046NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051649DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,225,924NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048943DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,274AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,222,092NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042774DistributionYr5Rt
Total Distribution0.237182TotalDistributionRt
Average Distribution0.047436AverageDistributionRt
Net Vl Noncharitable Assets$1,342,671NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$63,691AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$828NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$64,519AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$71,870QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$828InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$828SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$828TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,763EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,763TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$935OverpaymentAmt
Applied To ES Tax$935AppliedToESTaxAmt
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 StatePAOrgReportOrRegisterStateCd
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 Line1CHRISTINE NEWCAMPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4129680955PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1159 NORTH DRIVEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15238ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY ITA MCGONIGLE
114 MOORINGS PARK DRIVE APT 812NAPLESFL34105PRESIDENT, SECRETARY1.00$0$0$0
KEVIN M MCGONIGLE
362 MANOR RIDGE DRATLANTAGA303052ND VICE PRESIDENT1.00$0$0$0
CHRISTINE NEWCAMP
159 NORTH DRIVEPITTSBURGHPA15238VICE PRESIDENT, TREASURER1.00$0$0$0
MICHAEL J MCGONIGLE
PO BOX 66BUTLERMD2102300663RD VICE PRESIDENT1.00$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$1,342,795AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,323AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,363,118TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,363,118AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,447CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,342,671NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,134MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,134MinimumInvestmentReturnAmt
Tax Based On Investment Income$828TaxBasedOnInvestmentIncomeAmt
Total Tax$828TotalTaxAmt
Distributable Before Adj$66,306DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$66,306DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$66,306DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,870ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$71,870QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$828PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$71,042AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,306DistributableAsAdjustedAmt
Undistributed Income PY$1,870UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$71,870QualifyingDistributionsAmt
Applied To Year1$1,870AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$66,306AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,694RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,694TotalCorpusAmt
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$3,694ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,694ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARY ITA MCGONIGLEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRISTINE NEWCAMPRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1159 NORTH DRIVEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15238ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4129680955RecipientPhoneNum
Form And Info And MaterialsLETTER STATING CHARITABLE PURPOSE AND AMOUNT OF GRANT REQUESTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsEXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LITTLE SISTERS OF THE POOR
1028 BENTON AVENUEPITTSBURGHPA15212N/APUBLICGENERAL$27,499
ST PATRICK CATHOLIC CHURCH
PO BOX 725 221 W NELSON STREETLEXINGTONVA24450N/APUBLICGENERAL$41,000
ST WILLIAM CATHOLIC CHURCH
601 SEAGATE DRIVENAPLESFL34108N/APUBLICGENERAL$321
ST JOSEPH PARISH CHURCH
342 DORSEYVILLE ROADPITTSBURGHPA15215N/APUBLICGENERAL$2,050
ST JOHN THE EVANGELIST CATHOLIC CHURCH
625 111 AVENUE NNAPLESFL34108N/APUBLICGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,870TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$348ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,249ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$43,081ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$83,678ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83,678TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$2,425Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS 4698StockNm
EOY Book Value$695,602EOYBookValueAmt
EOYFMV$1,408,395EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PA REGISTRATION PAYMENT$15$0$0
ROUNDING ADJUSTMENT$1$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN INCOME TAXES$860$860$0
FEDERAL EXCISE TAX$1,500$0$0

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