SCHAEFER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SCHAEFER FOUNDATION (EIN 22-6042871)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202021979349101502
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

FieldValueIRS element (for citing)
Return2020-07-15T11:15:09-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650421266PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CATARINEAU & GIVENS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18000 SW 117TH AVE STE 204AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331834809ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226042871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHAEFER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHABusinessNameControlTxt
Phone6108457355PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1161 HARDT HILL RDAddressLine1Txt
CityBECHTELSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19505ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR JB SCHAEFER JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6108457355PhoneNum
Signature2020-06-20SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARMEN CATARINEAUPreparerPersonNm
PTINP01069740PTIN
Phone3055967883PhoneNum
Preparation2020-07-15PreparationDt
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$423,159FMVAssetsEOYAmt
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$22,618DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,618DividendsNetInvstIncmAmt
Dividends Adj Net Incm$22,618DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,070NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,000GrossSalesPriceAmt
Total Rev And Expnss$28,688TotalRevAndExpnssAmt
Total Net Invst Incm$22,618TotalNetInvstIncmAmt
Total Adj Net Incm$22,618TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$925AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$317OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,242TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,563ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,563ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,805TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,563TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,883ExcessRevenueOverExpensesAmt
Net Investment Income$22,618NetInvestmentIncomeAmt
Adjusted Net Income$22,618AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,901CashBOYAmt
Cash EOY$8,687CashEOYAmt
Cash EOYFMV$8,687CashEOYFMVAmt
Other Investments BOY$277,769OtherInvestmentsBOYAmt
Other Investments EOY$291,457OtherInvestmentsEOYAmt
Other Investments EOYFMV$414,472OtherInvestmentsEOYFMVAmt
Total Assets BOY$284,670TotalAssetsBOYAmt
Total Assets EOY$300,144TotalAssetsEOYAmt
Total Assets EOYFMV$423,159TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$284,670RetainedEarningBOYAmt
Retained Earning EOY$300,144RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$284,670TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$300,144TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$284,670TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$300,144TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$284,670TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,883ExcessRevenueOverExpensesAmt
Subtotal$300,553SubtotalAmt
Other Decreases$409OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$300,144TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,350AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$405,998NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059976DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,634AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$388,665NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040225DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,607AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$341,441NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039852DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,329AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$370,903NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.033240DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,119AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$397,036NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045636DistributionYr5Rt
Total Distribution0.218929TotalDistributionRt
Average Distribution0.043786AverageDistributionRt
Net Vl Noncharitable Assets$392,713NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,195AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$226NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,421AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,563QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$452InvestmentIncomeExciseTaxAmt
Subtotal$452SubtotalAmt
Tax Based On Investment Income$452TaxBasedOnInvestmentIncomeAmt
Tax Due$452TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CATARINEAU & GIVENS PABusinessNameLine1Txt
Business Name Line2CATARINEAU & GIVENS PABusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone3055967883PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18000 SW 117 AVENUE 204AddressLine1Txt
Address Line28000 SW 117 AVENUE 204AddressLine2Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33183ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR JB SCHAEFER JR
161 HARDT HILL ROADBECHTELSVILLEPA19505PRESIDENT000.00$0$0$0
WILLIAM C SCHAEFER
1909 SW 106 TERRACEGAINESVILLEFL32607TREASURER000.00$0$0$0
TERRY A THOMPSON
79 MINE MOUNT ROADBERNARDSVILLENJ07924TRUSTEE000.00$0$0$0
JOSEPH H SCHAEFER
11167 MONET WOODS ROADPALM BEACH GARDENSFL33410TRUSTEE000.00$0$0$0
JANA K BOVINO
23 DUNKIN DRIVEWASHINGTON CROSSINGPA18977SECRETARY000.00$0$0$0
MIMI ARMSTRONG
1917 WILL SCARLET LANESANTA ROSACA95405TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$387,376AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,317AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$398,693TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$398,693AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,980CashDeemedCharitableAmt
Net Vl Noncharitable Assets$392,713NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,636MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,636MinimumInvestmentReturnAmt
Tax Based On Investment Income$452TaxBasedOnInvestmentIncomeAmt
Total Tax$452TotalTaxAmt
Distributable Before Adj$19,184DistributableBeforeAdjAmt
Distributable Before Ded$19,184DistributableBeforeDedAmt
Distributable As Adjusted$19,184DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,563ExpensesAndContributionsAmt
Qualifying Distributions$11,563QualifyingDistributionsAmt
Adjusted Qualifying Distri$11,563AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,184DistributableAsAdjustedAmt
Undistributed Income PY$2,130UndistributedIncomePYAmt
Qualifying Distributions$11,563QualifyingDistributionsAmt
Applied To Year1$2,130AppliedToYear1Amt
Applied To Current Year$9,433AppliedToCurrentYearAmt
Undistributed Income CY$9,751UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
25TH INFANTRY DIVISION SCHOLARSHIP
25TH INFANTRY DIVISION SCHOLARSHIP FUNDPO BOX 7PO BOX 7FLOURTOWNPA19031EDUCATIONAL$300
A WOMAN'S PLACE
A WOMAN'S PLACEPO BOX 299PO BOX 299DOYLESTOWNPA18901CHARITABLE$200
ARBOR DAY FOUNDATION
ARBOR DAY FOUNDATION100 ARBOR AVENUE100 ARBOR AVENUENEBRASKA CITYNE68410CHARITABLE$100
ARTS QUEST
ARTS QUEST101 FOUNDERS WAY101 FOUNDERS WAYBETHLEHEMPA18015CHARITABLE$300
BALLY COMMUNITY AMBULANCE
BALLY COMMUNITY AMBULANCE537 CHESTNUT STREET537 CHESTNUT STREETBALLYPA19503CHARITABLE$70
BEST FRIENDS ANIMAL SOCIETY
BEST FRIENDS ANIMAL SOCIETY5001 ANGEL CANYON ROAD5001 ANGEL CANTON ROADKANABUT84741CHARITABLE$1,165
BOYERTOWN HISTORICAL SOCIETY
BOYERTOWN HISTORICAL SOCIETY43 S CHESTNUT STREET43 S CHESTNUT STREETBOYERTOWNPA19512CHARITABLE$600
DAUGHTERS OF WISDOM
DAUGHTERS OF WISDOM385 OCEAN AVENUE385 OCEAN AVENUEISLIPNY11751CHARITABLE$1,000
DISABLE AMERICAN VETERANS
DISABLED AMERICAN VETERANS1201 NW 16TH ST1201 NW 16TH STMIAMIFL33125CHARITABLE$300
EASTERN BERKS FIRE DEPARTMENT
EASTERN BERKS FIRE DEPARTMENTPO BOX 43PO BOX 43BARTOPA19504CHARITABLE$90
ENVIRONMENTAL DEFENSE FUND
ENVIRONMENTAL DEFENSE FUND257 PARK AVENUE SOUTH257 PARK AVENUE SOUTHNEW YORKNY10010CHARITABLE$100
FRESH AIR FUND
FRESH AIR FUND633 3RD AVE633 3RD AVENEW YORKNY10017CHARITABLE$50
FRIENDS OF THE DELAWARE CANAL
FRIENDS OF THE DELAWARE CANAL145 SOUTH MAIN STREET145 SOUTH MAIN STREETNEW HOPEPA18938CHARITABLE$200
FRIENDS OF WASHINGTON CROSSING PARK
FRIENDS OF WASHINGTON CROSSING PARK1112 RIVER ROAD1112 RIVER ROADWASHINGTON CROSSINGPA18977CHARITABLE$100
HABITAT FOR HUMANITY
HABITAT FOR HUMANITY322 WEST LAMAR STREET322 WEST LAMAR STREETAMERICUSGA31709CHARITABLE$250
HAWK MOUNTAIN SANCTUARY
HAWK MOUNTAIN SANCTUARY1700 HAWK MOUNTAIN ROAD1700 HAWK MOUNTAIN ROADKEMPTONPA19529CHARITABLE$140
HEIFER INTERNATIONAL
HEIFER INTERNATIONAL1 WORLD AVENUE1 WORLD AVENUELITTLE ROCKAR72202CHARITABLE$1,200
HISTORICAL SOCIETY OF READING
HISTORICAL SOCIETY OF READING940 CENTRE AVE940 CENTRE AVEREADINGPA19601CHARITABLE$100
IAMAT
IAMAT1623 MILITARY RD 2791623 MILITARY RD 279NIAGARA FALLSNY14304CHARITABLE$60
LIBERTY MINISTIRES
LIBERTY MINISTRIES565 MAIN STREET565 MAIN STREETSCHWENKSVILLEPA19473CHARITABLE$100
NATIONAL PAKRS CONSERVATORY
NATIONAL PARKS CONSERVATORY777 6TH STREET NW 700777 6TH STREET NW 700WASHINGTONDC20001CHARITABLE$100
NATIONAL WILDLIFE FEDERATION
NATIONAL WILDLIFE FEDERATION11100 WILDLIFE CENTER DR11100 WILDLIFE CENTER DRRESTONVA20190CHARITABLE$100
OAK HALL SCHOOL
OAK HALL SCHOOL1700 SW 75TH ST1700 SW 75TH STGAINESVILLEFL32607EDUCATIONAL$300
PEGGY ADAMS ANIMAL RESCUE
PEGGY ADAMS ANIMAL RESCUE3100 N MILITARY TRAIL3100 N MILITARY TRAILWEST PALM BEACHFL33409CHARITABLE$250
PROSTATE CANCER FOUNDATION
PROSTATE CANCER FOUNDATION1250 FOURTH STREET1250 FOURTH STREETSANTA MONICACA90401CHARITABLE$200
RANSOM EVERGLADES SCHOOL FUND
RANSOM EVERGLADES SCHOOL FUND3575 MAIN HIGHWAY3575 MAIN HIGHWAYCOCONUT GROVEFL33133EDUCATIONAL$300
READING PUBLIC LIBRARY
READING PUBLIC LIBRARY100 SOUTH FIFTH STREET100 SOUTH FIFTH STREETREADINGPA19602CHARITABLE$75
RED CROSS
RED CROSS431 18TH STREET NW431 18TH STREET NWWASHINGTONDC20006CHARITABLE$500
SALVATION ARMY OF PALM BEACH
SALVATION ARMY OF PALM BEACH2100 PALM BEACH LAKES BLV2100 PALM BEACH LAKES BLVWEST PALM BEACHFL33409CHARITABLE$100
SIERRA CLUB FOUNDATION
SIERRA CLUB FOUNDATION2101 WEBSTER ST 12502101 WEBSTER ST 1250OAKLANDCA94612CHARITABLE$318
SOUTH BETHLEHEM HISTORICAL SOCIETY
SOUTH BETHLEHEM HISTORICAL SOCIETYPO BOX 5106PO BOX 5106BETHLEHEMPA18015CHARITABLE$30
SOUTH EASTERN GUIDE DOGS
SOUTH EASTERN GUIDE DOGS4210 77TH STRET EAST4210 77TH ST EASTPALMETTOFL34221CHARITABLE$2,000
STATE OF LIBERTY
STATUE OF LIBERTY17 BATTERY PLACE 21017 BATTERY PLACE 210NEW YORKNY10004CHARITABLE$50
UNITED SERVICE ORGANIZATIONS
UNITED SERVICE ORGANIZATIONSPO BOX 96860PO BOX 96860WASHINGTONDC20077CHARITABLE$50
UNIVERSITY OF MIAMI
UNIVERSITY OF MIAMIPO BOX 248027PO BOX 248027CORAL GABLESFL33124EDUCATIONAL$300
WHYY
WHYY150 N 6TH STREET150 N 6TH STREETPHILADELPHIAPA19106CHARITABLE$65
WORLD WILDLIFE FUND
WORLD WILDLIFE FUNDPO BOX 97180PO BOX 97180WASHINGTONDC20090CHARITABLE$300
WOUNDED WARRIOR PROJECT
WOUNDED WARRIOR PROJECT4899 BELFORT ROAD STE 3004899 BELFORT ROAD STE 300JACKSONVILLEFL32256CHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,563TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,618RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,070RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,688RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,688TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$925Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetFRANKLIN SMALL CAPAssetDesc
How AcquiredPURCHASEHowAcquiredTxt
Sold2019-05SoldDt
Gross Sales Price$15,000GrossSalesPriceAmt
Basis$8,930BasisAmt
Total Net$6,070TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FRANKLIN GROWTH FUNDAT COST$49,302$83,574
FRANKLIN SMALL CAPAT COST$71,198$113,837
TEMPLETON GROWTH FUNDAT COST$170,957$217,061

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2018 TAXESDesc
Amt$409Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE$254
DUES & SUBSCRIPTIONS$63

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