BETA

BURKEHAVEN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BURKEHAVEN FAMILY FOUNDATION (EIN 82-6746205)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-01
IRS object ID
202011539349100306
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)
Return2020-06-01T10:17:10-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060903326PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITTLESEY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1280 TRUMBULL ST 24TH FLAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN826746205EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURKEHAVEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBURKBusinessNameControlTxt
Phone6174190156PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11834 CENTRE ST 589AddressLine1Txt
CityWEST ROXBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02132ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRFAN ALIBHAIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6174190156PhoneNum
Signature2020-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDEN M HEALYPreparerPersonNm
PTINP00184008PTIN
Phone8605223111PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.166.67.13IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-07IPDt
IP Tm15:46:52IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id14FABE847D5182A052D715293BDCDD955C2016E2AtSubmissionCreationDeviceId
At Submission Filing Device IdCA24ECF973123EF8AD4E82DCAE35FEAA6194B244AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,492,540FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$975,272DividendsRevAndExpnssAmt
Dividends Net Invst Incm$848,375DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$147,140NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$147,140GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$147,140CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,122,412TotalRevAndExpnssAmt
Total Net Invst Incm$995,515TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$87,115CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$4,356CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$82,759CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,581LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$895LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,686LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,318AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,830AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,489AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$47,443OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$42,224OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,219OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$35,279TaxesRevAndExpnssAmt
Taxes Net Invst Incm$19,560TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$6,452TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$41TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$41TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,723OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,723OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$184,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$68,865TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$106,369TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$920,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$920,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,104,500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$68,865TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,026,369TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,912ExcessRevenueOverExpensesAmt
Net Investment Income$926,650NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$243,429CashEOYAmt
Cash EOYFMV$243,429CashEOYFMVAmt
Sav And Temp Cash Invst BOY$38,026,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,711,649SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,158,378SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$90,733PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$90,733PrepaidExpensesEOYFMVAmt
Total Assets BOY$38,026,000TotalAssetsBOYAmt
Total Assets EOY$38,045,811TotalAssetsEOYAmt
Total Assets EOYFMV$41,492,540TotalAssetsEOYFMVAmt
Accounts Payable EOY$1,899AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,899TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$38,026,000NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$38,043,912NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$38,026,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,043,912TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$38,026,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,045,811TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$38,026,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,912ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$38,043,912SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$38,043,912TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$147,140GrossSalesPriceAmt
Gain Or Loss$147,140GainOrLossAmt
Gains Minus Excess Or Losses$147,140GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$147,140CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$37,455,610NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$38,651,909NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,267NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,267AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,026,369QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9,267InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,267SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,267TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$100,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$100,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$90,733OverpaymentAmt
Applied To ES Tax$90,733AppliedToESTaxAmt
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 StateNHOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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 AddressBURKEHAVEN.ORGWebsiteAddressTxt
Individual With BooksWHITTLESEY PCIndividualWithBooksNm
Phone8605223111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1280 TRUMBULL STREET 24TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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
IRFAN ALIBHAI
1834 CENTRE ST 589WEST ROXBURYMA02132PRESIDENT40.00$87,115$0$0
CAROL WALLACE
PO BOX 595SUNAPEENH03782VICE PRESIDENT1.00$0$0$0
MICHAEL JEWCZYN
PO BOX 595SUNAPEENH03782SECRETARY & TREASURER1.00$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$39,085,790AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$154,727AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$39,240,517TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$39,240,517AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$588,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$38,651,909NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,932,595MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,932,595MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,267TaxBasedOnInvestmentIncomeAmt
Total Tax$9,267TotalTaxAmt
Distributable Before Adj$1,923,328DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,923,328DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,923,328DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,026,369ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,026,369QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9,267PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,017,102AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,923,328DistributableAsAdjustedAmt
Undistributed Income PY$92,366UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,026,369QualifyingDistributionsAmt
Applied To Year1$92,366AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$934,003AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$989,325UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NEW LONDON HOSPITAL
273 COUNTY RDNEW LONDONNH03257N/APCPURCHASE OF NEW AMBULANCE$264,000
NEW LONDON HOSPITAL
273 COUNTY RDNEW LONDONNH03257N/APCPURCHASE OF CPR DEVICES$42,500
GREENLIGHT FUND - NATIONAL
120 ST JAMES AVE 6TH FLOORBOSTONMA02116N/APCGENERAL CHARITABLE SUPPORT$225,000
GREENLIGHT FUND - BOSTON
120 ST JAMES AVE 6TH FLOORBOSTONMA02116N/APCGENERAL CHARITABLE SUPPORT$200,000
SCOPA HAS A DREAMDBA CORAZON HEALDSBURG
PO BOX 1004HEALDSBURGCA95448N/APCGENERAL CHARITABLE SUPPORT$5,000
THE CHILDRENS HOME SOCIETY OF NEW JERSEY
635 SOUTH CLINTON AVENUETRENTONNJ08611N/APCGENERAL CHARITABLE SUPPORT$2,500
THE UNCOMFORTABLE CONVERSATION INC
40 SHERWOOD ST 2ROSLINDALEMA02131N/APCGENERAL CHARITABLE SUPPORT$15,000
NEW HAMPSHIRE PUBLIC RADIO
2 PILLSBURY STREET 6TH FLOORCONCORDNH03301N/APCGENERAL CHARITABLE SUPPORT$2,000
VERMONT INSTITUTE OF NATURAL SCIENCE
PO BOX 1281QUECHEEVT05059N/APCGENERAL CHARITABLE SUPPORT$1,000
AUSBON SARGENT LAND PRESERVATION TRUST
PO BOX 2040 71 PLEASANT STREETNEW LONDONNH03257N/APCPROVIDE LAND PRESERVATION FUNDING$163,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$920,000TotalGrantOrContriPdDurYrAmt
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$975,272ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$147,140ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,122,412ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,122,412TotalIncomeProducingActyAmt

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$7,318Amt
Net Investment Income$1,830NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,489DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$3,581LegalFeesAmt
Net Investment Income$895NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,686DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES & FEES$93$0$93
OFFICE SUPPLIES & SOFTWARE$774$0$774
OFFICE EXPENSES$340$0$340
PENALTIES & INTEREST$36$0$36
TAXES & LICENSES$100$0$100
RESEARCH$2,380$0$2,380

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORYCategoryTxt
Amt$47,443Amt
Net Investment Income$42,224NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,219DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$6,792$340$6,452
FOREIGN TAXES$19,220$19,220$0
EXCISE TAXES$9,267$0$0

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