TEXAS SHILOM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS SHILOM FOUNDATION (EIN 74-2883718)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202033119349101158
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T16:07:06-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742504227 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wenzel & Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5535 Fredericksburg Road Suite 200 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | 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 | 742883718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas Shiloh Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 2104966223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18946 Redland Road | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Lynn Jones | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gary W Wenzel | PreparerPersonNm |
| PTIN | P00272074 | PTIN |
| Phone | 2107982500 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,425,583 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,158 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,158 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,158 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $62,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,012 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $62,012 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $899,377 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,093 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $132,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,263 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $69,170 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $6,384 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,384 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $6,384 | LegalFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,014 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,014 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,398 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,398 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,398 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,398 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,865 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,772 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $399,657 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $250,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $250,288 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,419,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,506,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,717,433 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $437,015 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $449,920 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $457,862 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,255,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,206,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,425,583 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,255,760 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,255,760 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,206,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,255,760 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,206,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,255,760 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,135 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,206,625 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,206,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Schedule 1 - Edward Jones-15173 | P | 2019-01-01 | 2019-12-31 | $1,334 | $1,346 | -$12 | -$12 |
| Schedule 1 - Edward Jones-15173 | P | 2016-01-01 | 2019-12-31 | $57,071 | $54,938 | $2,133 | $2,133 |
| Schedule 2 - Edward Jones-19365 | P | 2019-01-01 | 2019-12-31 | $780,000 | $780,000 | ||
| Capital Gain Dividends | $60,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,093 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,437 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,437 | SubtotalAmt |
| Tax Based On Investment Income | $2,437 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,499 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,499 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $4,057 | OverpaymentAmt |
| Applied To ES Tax | $4,057 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary Wenzel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2107982500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5535 Fredricksburg Rd Ste 200 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| David Lynn Jones | ||||||
| 18946 Redland Road | San Antonio | TX | 78259 | Pres/Treas/Dir | 1.00 | $0 |
| Diana Elizabeth Jones | ||||||
| State Highway 46W | Boerne | TX | 78006 | VP/Sec/Dir | 0.50 | $0 |
| Jeremiah David Jones | ||||||
| 67 East Cleo Ln | Boerne | TX | 78006 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,970,949 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $391,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,362,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,362,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,311,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,437 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,437 | TotalTaxAmt |
| Distributable Before Adj | $163,162 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $163,162 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $163,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $160,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $160,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $156,633 | UndistributedIncomePYAmt |
| Qualifying Distributions | $160,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $156,633 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,367 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $159,795 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David Lynn Jones | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Texas Shiloh Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18946 Redland Road | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2104966223 | RecipientPhoneNum |
| Form And Info And Materials | Letter form describing charitable purpose, worthiness of support, and substantiationof tax exempt status. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | No restrictions | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Kendall County Women's Shelter | ||||||
| PO Box 1087 | Boerne | TX | 78006 | None | Ministry support | $5,000 |
| Bible Study Fellowship | ||||||
| 19001 Huebner Road | San Antonio | TX | 78258 | None | Ministry support | $15,000 |
| International Justice Mission | ||||||
| PO Box 96961 | Washington | DC | 20090 | None | Ministry support | $5,000 |
| Real 4 Christ Ministries | ||||||
| 18866 Stone Oak Parkway Ste 103103 | San Antonio | TX | 78258 | None | Ministry support | $5,000 |
| Samaritan's Purse | ||||||
| PO Box 3000 | Boone | NC | 28607 | None | Ministry support | $5,000 |
| Wounded Warrior Project | ||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | None | Ministry support | $7,000 |
| World Vision | ||||||
| PO Box 70399 | Tacoma | WA | 98481 | None | Ministry support | $1,000 |
| Immersion Outfitters | ||||||
| 132 La Escalera | San Antonio | TX | 78261 | None | Ministry support | $25,000 |
| St Jude Children's Research Hospita | ||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | Ministry support | $5,000 |
| Chrysalis Ministries | ||||||
| 503 San Pedro Ave | San Antonio | TX | 78212 | None | Ministry support | $5,000 |
| Habitat For Humanity - San Antonio | ||||||
| 311 Probandt | San Antonio | TX | 78204 | None | Ministry support | $8,000 |
| Shriners Hospital for Children | ||||||
| 2900 Rocky Point Drive | Tampa | FL | 33607 | None | Ministry support | $5,000 |
| Christians United for Israel | ||||||
| PO Box 1307 | San Antonio | TX | 78295 | None | Ministry support | $5,000 |
| Geneva School of Boerne | ||||||
| 113 Cascade Caverns Road | Boerne | TX | 78015 | None | Provide scholarship funds to underprivileged children. | $22,000 |
| Hagee Ministries | ||||||
| PO Box 1400 | San Antonio | TX | 78295 | None | Ministry support | $22,000 |
| Meadowland - Roy Maas YA | ||||||
| 121 Old San Antonio Road | Boerne | TX | 78006 | None | Ministry support | $15,000 |
| Hill Country Family Services | ||||||
| 118 W Advogt St | Boerne | TX | 78006 | None | MInistry support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,158 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,012 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,093 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $132,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,263 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Expense | CategoryTxt |
| Legal Fees | $6,384 | LegalFeesAmt |
| Net Investment Income | $6,384 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,384 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Advisory Fees | $3,873 | $3,873 | $3,873 |
| Bank Charges | $2 | $2 | $2 |
| Federal Income Taxes | $11,000 | ||
| Foreign Taxes Withheld | $139 | $139 | $139 |
Comments