BETA

GILBERT FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GILBERT FAMILY CHARITABLE FOUNDATION (EIN 46-2885222)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-22
IRS object ID
202012969349100216
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)
Return2020-10-22T13:35:40-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICAS 18THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462885222EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GILBERT FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGILBBusinessNameControlTxt
Phone6462135118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 QUARTER MILE ROADAddressLine1Txt
CityARMONKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL R GILBERTPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone6462135189PhoneNum
Signature2020-10-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRETT A LARSENPreparerPersonNm
PTINP01294523PTIN
Phone6462135100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.71.24.255IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-21IPDt
IP Tm12:44:15IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id06ED57DCFDE8B7B9F1566144187751971D114C08AtSubmissionFilingDeviceId
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$741,873FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,755InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,755InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,905DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,905DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,660TotalRevAndExpnssAmt
Total Net Invst Incm$24,660TotalNetInvstIncmAmt
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$1,760AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$880AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$880AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$160TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$300OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,220TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,180TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,040TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$180,040ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$180,040ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$182,260TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,180TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$181,080TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$157,600ExcessRevenueOverExpensesAmt
Net Investment Income$23,480NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$319,424SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$161,823SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$161,823SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$48,025CorporateStockBOYAmt
Corporate Stock EOY$48,025CorporateStockEOYAmt
Corporate Stock EOYFMV$580,049CorporateStockEOYFMVAmt
Total Assets BOY$367,449TotalAssetsBOYAmt
Total Assets EOY$209,849TotalAssetsEOYAmt
Total Assets EOYFMV$741,873TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$367,449RetainedEarningBOYAmt
Retained Earning EOY$209,849RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$367,449TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$209,849TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$367,449TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$209,849TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$367,449TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$157,600ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$209,849SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$209,849TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,809AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$813,882NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047684DistributionYr1Rt
Adjusted Qlfy Distri Yr2$205,825AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$944,618NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.217892DistributionYr2Rt
Adjusted Qlfy Distri Yr3$95,049AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$593,299NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.160204DistributionYr3Rt
Adjusted Qlfy Distri Yr4$66,061AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$182,164NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.362646DistributionYr4Rt
Adjusted Qlfy Distri Yr5$71,065AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$223,343NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.318188DistributionYr5Rt
Total Distribution1.106614TotalDistributionRt
Average Distribution0.221323AverageDistributionRt
Net Vl Noncharitable Assets$763,943NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$169,078AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$235NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$169,313AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$181,080QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$235InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$235SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$235TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$235ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$235TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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
Individual With BooksDANIEL R GILBERTIndividualWithBooksNm
Phone9142731034PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 QUARTER MILE ROADAddressLine1Txt
CityARMONKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10504ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL R GILBERT
2 QUARTER MILE ROADARMONKNY10504CHAIRMAN0.00$0$0$0
ELISE R GILBERT
2 QUARTER MILE ROADARMONKNY10504PRESIDENT & TREASURER0.00$0$0$0
KAROLANN RUBIN
170 EAST 87TH ST APT PH2FNEW YORKNY10128VICE PRESIDENT & SECRETARY0.00$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$479,210AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$296,367AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$775,577TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$775,577AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,634CashDeemedCharitableAmt
Net Vl Noncharitable Assets$763,943NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,197MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,197MinimumInvestmentReturnAmt
Tax Based On Investment Income$235TaxBasedOnInvestmentIncomeAmt
Total Tax$235TotalTaxAmt
Distributable Before Adj$37,962DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,962DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,962DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$181,080ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$181,080QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$235PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$180,845AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,962DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$59,898ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$56,953ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$65,384ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$159,176ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$341,411TotalExcessDistributionCyovAmt
Qualifying Distributions$181,080QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,962AppliedToCurrentYearAmt
Remaining Distri From Corpus$143,118RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$484,529TotalCorpusAmt
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$59,898ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$424,631ExcessDistriCyovToNextYrAmt
Excess From Year4$56,953ExcessFromYear4Amt
Excess From Year3$65,384ExcessFromYear3Amt
Excess From Year2$159,176ExcessFromYear2Amt
Excess From Current Year$143,118ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PROJECT SUNSHINE
211 E 43RD ST 401NEW YORKNY10017NO RELATIONSHIPPUBLIC CHARITYGENERAL$10,000
YOUTH POWER 365
90 W BENCHMARK RD 300AVONCO81620NO RELATIONSHIPPUBLIC CHARITYGENERAL$5,000
TRUSTEES OF UNION COLLEGE
807 UNION STSCHENECTADYNY12308NO RELATIONSHIPPUBLIC CHARITYGENERAL$10,000
ADAPTIVE SPORT FOUNDATION
100 SILVERMAN WAYWINDHAMNY12496NO RELATIONSHIPPUBLIC CHARITYGENERAL$28,500
PROJECT MAIN STREET CHARITY
244 FIFTH AVE SUITE 2417NEW YORKNY10001NO RELATIONSHIPPUBLIC CHARITYGENERAL$621
TEAM KIDS
15375 BARRACNA PKWY SUITE E-103IRVINECA92618NO RELATIONSHIPPUBLIC CHARITYGENERAL$7,666
VAIL MEDICAL CENTER
13180 E COLOSSAL CAVE RD 150VAILAZ85641NO RELATIONSHIPPUBLIC CHARITYGENERAL$93,600
VILLA MARIA SCHOOL
161 SKY MEADOW DRSTAMFORDCT06903NO RELATIONSHIPPUBLIC CHARITYGENERAL$20,000
BRANDEIS UNIVERSITY (WHIPPOORWILL CLUB)
415 SOUTH STREETWALTHAMMA02453NO RELATIONSHIPPUBLIC CHARITYGENERAL$4,653
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$180,040TotalGrantOrContriPdDurYrAmt
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$4,755ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,905ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,660ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,660TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,760Amt
Net Investment Income$880NetInvestmentIncomeAmt
Disbursements Charitable Prps$880DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock1,400 SHS APPLE INCStockNm
EOY Book Value$48,025EOYBookValueAmt
EOYFMV$580,049EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$300RevenueAndExpensesPerBooksAmt
Net Investment Income$300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFILING FEESCategoryTxt
Amt$160Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$160DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.