A FRANK ROTHSCHILD FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- A FRANK ROTHSCHILD FUND (EIN 36-6049231)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-09
- IRS object ID
- 202012539349100721
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-09T14:59:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942290202 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEA LABAGH DOBBERSTEIN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MONTGOMERY STREET SUITE 3200 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366049231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A FRANK ROTHSCHILD FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AFRA | BusinessNameControlTxt |
| Phone | 6505299966 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 MOUNTAIN MEADOW DRIVE | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A FRANK ROTHSCHILD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6505299966 | PhoneNum |
| Signature | 2020-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN DANIEL TUSING | PreparerPersonNm |
| PTIN | P01241383 | PTIN |
| Phone | 4153974444 | PhoneNum |
| Preparation | 2020-09-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-03 | IPDt |
| IP Tm | 15:40:47 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CB2B339F74CF8C51C4268679E36A998CC4843D9C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2589B7922E606957BB250C3834E2B84DF2343277 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $358,661 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,018 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,968 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,968 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,968 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,230 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,230 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,527 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $28,689 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,198 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,198 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $99 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $99 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,300 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,257 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,257 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $127 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $127 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $61 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,257 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,587 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,237 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,237 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,327 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,257 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,587 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,941 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,611 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Cash EOY | $8,214 | CashEOYAmt |
| Cash EOYFMV | $8,214 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,985 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $27,180 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $145,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,278 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $229,745 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $84,109 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $84,109 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $84,671 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $51,797 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,751 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $174 | LandBOYAmt |
| Land EOY | $46 | LandEOYAmt |
| Land EOYFMV | $46 | LandEOYFMVAmt |
| Total Assets BOY | $280,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,632 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $358,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $280,270 | CapitalStockBOYAmt |
| Capital Stock EOY | $279,632 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $280,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $279,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $280,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $279,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $280,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $279,632 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $279,632 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 15 SH ALPHABET INC | 2016-07-18 | 2019-02-25 | $16,832 | $11,286 | $5,546 | $5,546 |
| 100 SH CVS HEALTH CORP | 2016-07-18 | 2019-02-25 | $6,131 | $9,699 | -$3,568 | -$3,568 |
| 110 SH GILEAD SCIENCES INC. | 2016-07-08 | 2019-02-13 | $7,269 | $9,594 | -$2,325 | -$2,325 |
| 25000 FV UNIV OF CA BOND 6.27% | 2017-04-30 | 2019-05-15 | $25,000 | $27,180 | -$2,180 | -$2,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,527 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $388,715 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053896 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,874 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $638,573 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048348 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,983 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $651,556 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067505 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,160 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $676,360 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051984 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $639,997 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027969 | DistributionYr5Rt |
| Total Distribution | 0.249702 | TotalDistributionRt |
| Average Distribution | 0.049940 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $332,307 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,595 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $79 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,237 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $79 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $79 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $79 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $79 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | A FRANK ROTHSCHILD | IndividualWithBooksNm |
| Phone | 6505299966 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 MOUNTAIN MEADOW DRIVE | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| A FRANK ROTHSCHILD | ||||||||
| 37 MOUNTAIN MEADOW DRIVE | WOODSIDE | CA | 94062 | PRES & TREASURE | 40.00 | $0 | $0 | $0 |
| PHILIP A HART | ||||||||
| 201 MISSION STREET SUITE 1825 | SAN FRANCISCO | CA | 94105 | SECRETARY & VP | 1.00 | $0 | $0 | $0 |
| CHRISTINA ALLEN | ||||||||
| 2413 SHARON ROAD | MENLO PARK | CA | 94025 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE A. F. ROTHSCHILD FUND IS A PRIVATE OPERATING FOUNDATION DEDICATED TO ADVANCING THE WELL-BEING OF HORSES AND OTHER EQUINES. THE FUND DIRECTLY ENGAGES IN INITIATION, DEVELOPMENT, AND IMPLEMENTATION OF SCIENTIFIC RESEARCH, TECHNOLOGICAL INNOVATIONS, HISTORICAL STUDIES, AND RELATED EDUCATIONAL PROJECTS AS PROGRAM INITIATIVES OF THE CENTER FOR CONTEMPORARY EQUINE STUDIES (CCES), A SUPPORTING ORGANIZATION HEADQUARTERED IN WOODSIDE, CA.DIRECT ACTIVITES DURING 2019 FOCUSED ON ADVANCING THE FOUNDATION'S TWO ONGOING PROGRAMS FOR INNOVATIONS IN SCIENCE AND PUBLIC EDUCATION RELEVANT TO ITS PURPOSE: | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | 1) CONTINUED DEVELOPMENT OF A RECOMBINANT BIOTECHNOLOGY TO REPLACE THE ARCHAIC INDUSTRIAL USE OF HORSES AS THE LIVING MEANS OF MASS PRODUCTION FOR MANUFACTURE OF ANTIBODY-BASED PHARMACEUTICAL PRODUCTS.THE MULTI-YEAR COLLABORATIVE PROJECT WITH THE PETA INTERNATIONAL SCIENCE CONSORTIUM (PISC), INITIATED IN 2010 TO SUPPORT DEVELOPMENT A HUMAN-DERIVED MONOCLONAL DIPTHERIA ANTITOXIN WAS EXPANDED IN 2018 BASED ON PRELIMINARY POSITIVE RESULTS TO INCLUDE DEVELOPMENT A NOVEL RECOMBINANT BLACK WIDOW SPIDER ANTIVENOM. THE FOUNDATION'S ACTIVITIES DURING 2019 WERE PRIMARILY ADMINSTRATIVE AS SPONSOR OF THE VENOM-RELATED RESEARCH CONDUCTED BY PARTICIPATING SCIENTISTS AT THE CENTER FOR SCIENTIFIC RESEARCH AND HIGHER EDUCATION OF ENSENADA, A FEDERAL RESEARCH CENTER OF THE MEXICO NATIONAL COUNCIL FOR SCIENCE AND TECHNOLOGY. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | 2)CONTINUED DEVELOPMENT OF A WEB PUBLISHING PLATFORM TO ENABLE ONLINE OPEN ACCESS TO THE FOUNDATION'S UNIQUE ARCHIVE OF TEXTS, PHOTOS, FILMS, AND OTHER SUBJECT MATERIAL DOCUMENTING THE HISTORIC AND ONGOING ROLE OF HORSES AS A SOURCE OF HUMAN MEDICINE.THE ONLINE EXHIBIT, WHICH UTILIZES THE LINKED OPEN DATA (LOD) STANDARDS FOR LIBRARIES, CULTURAL ARCHIVES AND MUSEUMS, WAS ORIGINALLY SCHEDULED FOR COMPLETION DURING 2019. DEVELOPMENT WAS EXTENDED DUE TO TECHNICAL ISSUES STEMMING FROM THE KNOWN PROBLEM OF IDENTIFYING ANIMAL-DERIVED DRUG PRODUCTS USING THE STANDARDIZED SCIENTIFIC AND MEDICAL VOCABULARIES FOR INDEXING, IDENTIFICATION, AND SEARCH OF ONLINE SUBJECT MATERIAL.THE FOUNDATION IS WORKING WITH THE RETAINED EXPERT ASSISTANCE OF THE CORPORATION FOR DIGITAL SCHOLARSHIP TO IMPLEMENT THE EXHIBIT FOR ITS INTENDED EDUCATIONAL PURPOSE. AS OF YEAR-END, THE FEASIBILITY OF ENABLING OPEN ACCESS TO THE FOUNDATION'S RESEARCH COLLECTION IS UNCERTAIN. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $300,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $110 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $337,368 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $337,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,061 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $332,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,237 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $79 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,158 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2010-03-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,611 | CurrentYearAmt |
| Year1 | $8,887 | Year1Amt |
| Year2 | $12,305 | Year2Amt |
| Year3 | $13,001 | Year3Amt |
| Total | $39,804 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,769 | CurrentYearAmt |
| Year1 | $7,554 | Year1Amt |
| Year2 | $10,459 | Year2Amt |
| Year3 | $11,051 | Year3Amt |
| Total | $33,833 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $22,237 | CurrentYearAmt |
| Year1 | $21,018 | Year1Amt |
| Year2 | $30,999 | Year2Amt |
| Year3 | $44,051 | Year3Amt |
| Total | $118,305 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $22,237 | CurrentYearAmt |
| Year1 | $21,018 | Year1Amt |
| Year2 | $30,999 | Year2Amt |
| Year3 | $44,051 | Year3Amt |
| Total | $118,305 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,077 | CurrentYearAmt |
| Year1 | $12,957 | Year1Amt |
| Year2 | $21,286 | Year2Amt |
| Year3 | $21,719 | Year3Amt |
| Total | $67,039 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE CORPORATION FOR DIGITAL SCHOLARSHIP | ||||||||||||
| 8300 BOONE BLVD SUITE 500 | VIENNA | VA | 22182 | NONE | PUBLICLY SUPPORTED C | TO COORDINATE AND PROMOTE THE DEVELOPMENT, PRODUCTION, DISTRIBUTION, AND USE OFFREE AND OPEN SOURCE SOFTWARE USEFUL FOR ACADEMIC, ARCHIVAL, AND RESEARCH PURPOSES,INCLUDING THE SOFTWARE PACKAGES KNOWN AS ZOTERO AND OMEKA (THE "SOFTWARE"). TO MAKE THE SOFTWARE AVAILABLE FOR FREE TO THE PUBLIC TO USE, CHANGE, OR DISTRIBUTE ITAS FREE AND OPEN SOURCE SOFTWARE. TO DEFEND THE RIGHT OF THE PUBLIC TO FREELY OBTAIN, DEVELOP, AND DISTRIBUTE THE SOFTWARE. TO FUND THE CORPORATION'S NONPRO?T ACTIVITIES IN PART BY PROVIDING, FOR A FEE, SERVICESRELATED TO THE SOFTWARE, SUCH AS ONLINE HOSTING OF DATA USED IN CONJUNCTION WITH THESOFTWARE. TO PROMOTE THE USE AND DEVELOPMENT OF FREE AND OPEN SOURCE SOFTWARE AND OPENACCESS SCHOLARSHIP. | $21,018 | |||||
| CENTER FOR SCIENTIFIC INVESTIGATION AND EDUCATION | ||||||||||||
| NONE | PUBLICLY SUPPORTED C | GRANT TO SUPPORT A RESEARCH PROGRAM OF THE CENTER FOR SCIENTIFIC INVESTIGATION (THE CENTER), A DEPARTMENT OF THE UNIVERSITY IN ENSENADA BAJA CALIFORNIA, MEXICO. THE CENTER IS COLLABORATING ON A STUDY CALLED THE HANTOX PROJECT. THE CENTER WILL BE RESPONSIBLE FOR THE ISOLATION OF THE SPIDER VENOM AND THE PERFORMANCE OF GOVERNMENT REQUIRED VENOM NEUTRALIZATION TESTS IN MICE; IF THE PROJECT IS SUCCESSFUL IT WILL GENERATE VENOM NEUTRALIZING ANTIBODIES.THE CENTER IS PART OF THE FEDERAL UNIVERSITY SYSTEM IN MEXICO, AND IS RECOGNIZED FOR PURPOSES OF THE GRANT AS A QUALIFYING PUBLIC CHARITY UNDER ARTICLE 22, PARAGRAPH 17 OF THE US/MEXICO TAX TREATY. | $1,219 | 22800 APDO POSTAL 3918 ZONA | PLAYITAS | ENSENADA BAJA CALIFORNIA | MX | 2732 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,237 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,968 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,527 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,671 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR CONTEMPORARY EQUINE STUDIES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 MOUNTAIN MEADOW DRIVE | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,018 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | CategoryTxt |
| Amt | $4,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,300 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| INERTIAL SENSOR SYSTEM | 2006-07-06 | $13,464 | $13,464 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| MTI-G SENSOR | 2007-11-29 | $5,381 | $5,381 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| SYNCED XB-3 SYSTEM | 2007-05-24 | $30,338 | $30,338 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| HORSE MODEL | 2008-05-31 | $830 | $830 | 200DB | 7.000000000000 | $0 | $0 | $0 |
| HORSE SUIT | 2012-08-28 | $743 | $709 | 200DB | 7.000000000000 | $34 | $0 | $34 |
| VIDEO CAMERA | 2013-06-06 | $1,041 | $902 | 200DB | 7.000000000000 | $93 | $0 | $139 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TIME WARNER ENTMT CO DUE 3/15/2023 | $29,347 | $29,528 |
| FORD MOTOR COMPANY DUE 8/1/2026 | $29,228 | $28,541 |
| APPLE INC AT 3.35% DUE 2/9/2027 | $25,534 | $26,602 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 90 SHS APPLE INC | $9,531 | $26,429 |
| 330 SHS CISCO SYS INC | $9,884 | $15,827 |
| 100 SHS CME GROUP INC | $10,167 | $20,072 |
| 300 SHS FLIR SYSTEMS INC | $9,749 | $15,621 |
| 125 SHS LYONDELLBASELL INDS | $9,813 | $11,810 |
| 160 SHS MERCK & CO INC | $9,970 | $14,552 |
| 30 SHS OCCIDENTAL PETROL CO | $2,302 | $1,236 |
| 100 SHS OCCIDENTAL PETROL CO | $7,675 | $4,121 |
| 75 SHS TRAVELERS COMPANIES INC | $8,705 | $10,271 |
| 130 SHS VISA INC | $10,198 | $24,427 |
| 100 SHS WALT DISNEY CO | $10,042 | $14,463 |
| 400 SHS SCHWAB US MID CAP ETF | $17,360 | $24,060 |
| 200 SH COMCAST CORP | $10,053 | $11,692 |
| 55 SH NVIDIA CORP | $8,763 | $12,942 |
| 80 SH RESMED INC | $7,956 | $12,398 |
| 160 SH VERIZON COMMUNICATIONS | $9,110 | $9,824 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| INERTIAL SENSOR SYSTEM | $13,464 | $13,464 | $0 |
| MTI-G SENSOR | $5,381 | $5,381 | $0 |
| SYNCED XB-3 SYSTEM | $30,338 | $30,338 | $0 |
| HORSE MODEL | $830 | $830 | $0 |
| HORSE SUIT | $743 | $743 | $0 |
| VIDEO CAMERA | $1,041 | $995 | $46 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES/ DUES | CategoryTxt |
| Legal Fees | $99 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $99 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS FEES/ INTERNET AND IT | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANGEMENT FEES | CategoryTxt |
| Amt | $2,257 | Amt |
| Net Investment Income | $2,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ILLINOIS FILING FEES | $15 | $0 | $0 | $0 |
| FRANCHISE TAX BOARD | $160 | $0 | $0 | $0 |
| FEDERAL TAXES | $71 | $0 | $0 | $0 |
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