BETA

CATHERINE R AND ANTHONY A CLIFTON FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CATHERINE R AND ANTHONY A CLIFTON FOUNDATION (EIN 25-6716684)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201903189349100900
Schema version
2018v3.1
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)
Return2019-11-14T07:35:38-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET STREET SUITE 700AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256716684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Catherine R and Anthony A CliftonBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% THE CLIFTON FOUNDATIONInCareOfNm
Business Name ControlCATHBusinessNameControlTxt
Phone2155637400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 S Broad Street Suite 2040AddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY CLIFTONPersonNm
Person TitleOFFICERPersonTitleTxt
Phone2155637400PhoneNum
Signature2019-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael S JacksonPreparerPersonNm
PTINP00236684PTIN
Phone2155614200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.220.136.124IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id23695320193185000000FederalOriginalSubmissionId
Federal Original Submission Id2019-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1C66DCADEC2ED70F0D52666F732E6762FE6AF523AtSubmissionCreationDeviceId
At Submission Filing Device Id1C66DCADEC2ED70F0D52666F732E6762FE6AF523AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,451,978FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,569InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,569InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$142,877DividendsRevAndExpnssAmt
Dividends Net Invst Incm$142,877DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$317OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$148,763TotalRevAndExpnssAmt
Total Net Invst Incm$148,446TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$9,843LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$9,843LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25,000TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$34,843TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,843TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$75,393TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$50,393TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$73,370ExcessRevenueOverExpensesAmt
Net Investment Income$148,446NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,394,974CashBOYAmt
Cash EOY$92,074CashEOYAmt
Cash EOYFMV$92,074CashEOYFMVAmt
Sav And Temp Cash Invst EOY$1,372,606SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,379,321SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$488,163CorporateStockBOYAmt
Corporate Stock EOY$488,163CorporateStockEOYAmt
Corporate Stock EOYFMV$925,241CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,126,654CorporateBondsBOYAmt
Corporate Bonds EOY$4,130,318CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,055,342CorporateBondsEOYFMVAmt
Total Assets BOY$6,009,791TotalAssetsBOYAmt
Total Assets EOY$6,083,161TotalAssetsEOYAmt
Total Assets EOYFMV$6,451,978TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$6,009,791RetainedEarningBOYAmt
Retained Earning EOY$6,083,161RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,009,791TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,083,161TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,009,791TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,083,161TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,009,791TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$73,370ExcessRevenueOverExpensesAmt
Subtotal$6,083,161SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,083,161TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$128,543AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,136,479NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.018012DistributionYr1Rt
Adjusted Qlfy Distri Yr2$135,262AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,262,402NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.025703DistributionYr2Rt
Adjusted Qlfy Distri Yr3$132,194AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,079,300NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.063576DistributionYr3Rt
Adjusted Qlfy Distri Yr4$269,819AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,089,987NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.129101DistributionYr4Rt
Adjusted Qlfy Distri Yr5$96,045AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,841,523NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052155DistributionYr5Rt
Total Distribution0.288547TotalDistributionRt
Average Distribution0.057709AverageDistributionRt
Net Vl Noncharitable Assets$6,368,261NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$367,506AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,484NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$368,990AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,393QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,969InvestmentIncomeExciseTaxAmt
Subtotal$2,969SubtotalAmt
Tax Based On Investment Income$2,969TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,947EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$6,947TotalPaymentsAndCreditsAmt
Overpayment$3,978OverpaymentAmt
Applied To ES Tax$3,978AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.thecliftonfoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE CLIFTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2155637400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1123 SOUTH BROAD STREET STE 2040AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Anthony Clifton
123 S Broad StreetPhiladelphiaPA19109President0.5$0$0$0
Catherine Clifton
123 S Broad StreetPhiladelphiaPA19109Vice President0.5$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,042,838AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,422,402AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,465,240TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,465,240AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$96,979CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,368,261NetVlNoncharitableAssetsAmt
Minimum Investment Return$318,413MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$318,413MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,969TaxBasedOnInvestmentIncomeAmt
Total Tax$2,969TotalTaxAmt
Distributable Before Adj$315,444DistributableBeforeAdjAmt
Distributable Before Ded$315,444DistributableBeforeDedAmt
Distributable As Adjusted$315,444DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,393ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$50,393QualifyingDistributionsAmt
Adjusted Qualifying Distri$50,393AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$315,444DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$12,542ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$28,863ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$41,405TotalExcessDistributionCyovAmt
Qualifying Distributions$50,393QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$50,393AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$41,405ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$41,405ExcessDistributionCyovAppCYAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$223,646UndistributedIncomeCYAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANTHONY CLIFTONContributingManagerNm
Contributing ManagerCATHERINE R CLIFTONContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See Statement ABusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 66AddressLine1Txt
CityGladwyneCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19035ZIPCd
FieldValueIRS element (for citing)
Recipient Relationshipn/aRecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeTo help fund the operational budgets of the various charitable organizationsGrantOrContributionPurposeTxt
Amt$40,550Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$148,446ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCHARLES SCHWAB NONDIVIDEND DISTRIBUTIONSDesc
Exclusion01ExclusionCd
Exclusion$317ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$148,763ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,763TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PIMCO TOTAL RETURN FUND$130,318$119,452
VANGUARD SHORT TERM$4,000,000$3,935,890

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMCASTStockNm
EOY Book Value$488,163EOYBookValueAmt
EOYFMV$925,241EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEES-COZEN O'CONNORCategoryTxt
Legal Fees$9,843LegalFeesAmt
Disbursements Charitable Prps$9,843DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCharles Schwab nondividend distributionsDesc
Revenue And Expenses Per Books$317RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$25,000Amt

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