THE JAMES BILLINGS FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE JAMES BILLINGS FOUNDATION INC (EIN 20-5822145)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-29
IRS object ID
202022739349100617
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)
Return2020-09-29T14:45:28-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270645028PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARGARET SHOAF CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line146 N WASHINGTON BLVD STE 29AddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205822145EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JAMES BILLINGS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone9413663125PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17672 DONALD ROSS RD WAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34240ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES BILLINGSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9413663125PhoneNum
Signature2020-09-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET SHOAFPreparerPersonNm
PTINP00106954PTIN
Phone9413669200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.195.230.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-24IPDt
IP Tm13:20:20IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6D83E58A000BF96D2A08A40D46E758F165D9CA4CAtSubmissionCreationDeviceId
At Submission Filing Device Id6D83E58A000BF96D2A08A40D46E758F165D9CA4CAtSubmissionFilingDeviceId
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$343,136FMVAssetsEOYAmt
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$5,235DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,235DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,462NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,732GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,462CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$33,697TotalRevAndExpnssAmt
Total Net Invst Incm$33,697TotalNetInvstIncmAmt
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$1,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,600OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$274TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,424TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,174TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,523ExcessRevenueOverExpensesAmt
Net Investment Income$33,697NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,059SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,443SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,443SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$94,404CorporateStockBOYAmt
Corporate Stock EOY$103,543CorporateStockEOYAmt
Corporate Stock EOYFMV$336,693CorporateStockEOYFMVAmt
Total Assets BOY$105,463TotalAssetsBOYAmt
Total Assets EOY$109,986TotalAssetsEOYAmt
Total Assets EOYFMV$343,136TotalAssetsEOYFMVAmt
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$105,463RetainedEarningBOYAmt
Retained Earning EOY$109,986RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$105,463TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$109,986TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$105,463TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$109,986TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$105,463TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,523ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$109,986SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$109,986TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CELGENE CORPP2019-11-21$32,409$660$31,749$31,749
OCCIDENTAL PETROLEUMP2019-10-04$4,323$7,610-$3,287-$3,287
FieldValueIRS element (for citing)
Capital Gain Net Income$28,462CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,750AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$310,434NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.076506DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,350AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$329,144NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049674DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$266,203NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.078136DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$311,821NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062536DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,800AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$303,580NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032281DistributionYr5Rt
Total Distribution0.299133TotalDistributionRt
Average Distribution0.059827AverageDistributionRt
Net Vl Noncharitable Assets$315,540NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$18,878AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$337NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,215AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$337InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$337SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$337TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$337TaxDueAmt

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
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 BooksJAMES BILLINGSIndividualWithBooksNm
Phone9413663125PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17672 DONALD ROSS RD WAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34240ZIPCd
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
JAMES BILLINGS
7672 DONALD ROSS RD WSARASOTAFL34240PRESIDENT0.00$0$0$0
KARIN S BILLINGS
7672 DONALD ROSS RD WSARASOTAFL34240SECRETARY0.00$0$0$0
ELIZABETH B WRIGHT
135 AVENIDA MIRAFLORESTIBURONCA94920DIRECTOR0.00$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$312,951AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,394AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$320,345TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$320,345AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,805CashDeemedCharitableAmt
Net Vl Noncharitable Assets$315,540NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,777MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,777MinimumInvestmentReturnAmt
Tax Based On Investment Income$337TaxBasedOnInvestmentIncomeAmt
Total Tax$337TotalTaxAmt
Distributable Before Adj$15,440DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$15,440DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$15,440DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$337PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$23,413AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,440DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$4,286ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,871ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,502ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,670TotalExcessDistributionCyovAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,440AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,310RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$28,980TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,980ExcessDistriCyovToNextYrAmt
Excess From Year4$4,286ExcessFromYear4Amt
Excess From Year3$7,871ExcessFromYear3Amt
Excess From Year2$11ExcessFromYear2Amt
Excess From Year1$8,502ExcessFromYear1Amt
Excess From Current Year$8,310ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES BILLINGSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17672 DONALD ROSS RD WAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34240ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9413663125RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUESTS ONLYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL FAITHS FOOD BANK
8171 BLAIKIE CTSARASOTAFL34240NONEN/ACHARITABLE$1,500
ART CENTER SARASOTA
707 NORTH TAMIAMI TRAILSARASOTAFL34236NONEN/ACHARITABLE$250
BE THE CHANGE
2235 WATSON RDSARASOTAFL34231NONEN/ACHARITABLE$2,000
CHERRY CREEK SCHOOL FOUNDATION
4700 SOUTH YOSEMITE SUITE 130GREENWOOD VILLAGECO80111NONEN/ACHARITABLE$1,500
CORNELL UNIVERSITY
PO BOX 2600ITHACANY14851NONEN/ACHARITABLE$10,000
FANDANGO SANCTUARY INC
616 PINTO TRAILENGLEWOODFL34223NONEN/ACHARITABLE$2,000
HUMANE SOCIETY OF SARASOTA COUNTY INC
2331 15TH STREETSARASOTAFL34237NONEN/ACHARITABLE$250
ONE MORE DAY FOUNDATION INC
652 N ELM STREETENGLEWOODFL34223NONEN/ACHARITABLE$250
ROYAL PET RESCUE
1097 TARPON AVENUESARASOTAFL34237NONEN/ACHARITABLE$250
SPCA FLORIDA
5850 BRENNEN ROAD SLAKELANDFL33813NONEN/ACHARITABLE$4,000
THE WATERFORD SCHOOL
1480 EAST 9400 SOUTHSANDYUT84093NONEN/ACHARITABLE$1,500
VINTAGE PAWS
7950 STATE ROAD 72SARASOTAFL34236NONEN/ACHARITABLE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,750TotalGrantOrContriPdDurYrAmt
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$5,235ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,462ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$33,697ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,697TotalIncomeProducingActyAmt

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$1,550Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB INSTITUTIONALStockNm
EOY Book Value$103,543EOYBookValueAmt
EOYFMV$336,693EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL ADVISORSCategoryTxt
Amt$3,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISECategoryTxt
Amt$274Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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