CARIDAD FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CARIDAD FOUNDATION (EIN 41-2063104)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201913199349105566
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)
Return2019-11-15T17:22:32-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721342354PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARKER & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11801 Auburn Avenue Suite 2AddressLine1Txt
CityMonroeCityNm
State AbbreviationLAStateAbbreviationCd
ZIP712015005ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412063104EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARIDAD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARIBusinessNameControlTxt
Phone3183873170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4007AddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP71211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIXON ABELLPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDY S PARKER CPAPreparerPersonNm
PTINP01066100PTIN
Phone3183873170PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,232,888FMVAssetsEOYAmt
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$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,742DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,742DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$124,909NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$157,315GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$124,909CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$372OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$158,031TotalRevAndExpnssAmt
Total Net Invst Incm$157,659TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$12,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,750AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,979OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,979OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,931TaxesRevAndExpnssAmt
Taxes Net Invst Incm$227TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$181OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$181OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$20,841TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,137TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,241TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,137TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$87,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$49,790ExcessRevenueOverExpensesAmt
Net Investment Income$139,522NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,431CashBOYAmt
Cash EOY$26,099CashEOYAmt
Cash EOYFMV$26,099CashEOYFMVAmt
Sav And Temp Cash Invst BOY$12,138SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,328SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,328SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,413AcctRcvblAmt
Acct Rcvbl BOY$908AcctRcvblBOYAmt
Acct Rcvbl EOY$1,413AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,413AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$4,807PrepaidExpensesBOYAmt
Prepaid Expenses EOY$3,103PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$3,103PrepaidExpensesEOYFMVAmt
Other Investments BOY$1,375,128OtherInvestmentsBOYAmt
Other Investments EOY$1,194,945OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,194,945OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,420,412TotalAssetsBOYAmt
Total Assets EOY$1,232,888TotalAssetsEOYAmt
Total Assets EOYFMV$1,232,888TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,420,412UnrestrictedBOYAmt
Unrestricted EOY$1,232,888UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,420,412TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,232,888TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,420,412TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,232,888TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,420,412TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$49,790ExcessRevenueOverExpensesAmt
Subtotal$1,470,202SubtotalAmt
Other Decreases$237,314OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,232,888TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMERITRADE SHORT TERMP2018-01-012018-07-01$1,160$1,419-$259-$259
AMERITRADE LONG TERMP2000-01-012018-07-01$98,803$30,987$67,816$67,816
Capital Gain Dividends$57,352
FieldValueIRS element (for citing)
Capital Gain Net Income$124,909CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$81,200AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,345,841NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06033DistributionYr1Rt
Adjusted Qlfy Distri Yr2$79,567AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,257,966NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06325DistributionYr2Rt
Adjusted Qlfy Distri Yr3$106,037AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,359,949NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07797DistributionYr3Rt
Adjusted Qlfy Distri Yr4$98,268AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,404,803NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06995DistributionYr4Rt
Adjusted Qlfy Distri Yr5$97,164AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,346,992NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.07213DistributionYr5Rt
Total Distribution0.343641TotalDistributionRt
Average Distribution0.068728AverageDistributionRt
Net Vl Noncharitable Assets$1,367,498NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$93,985AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,395NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$95,380AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$87,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,790InvestmentIncomeExciseTaxAmt
Subtotal$2,790SubtotalAmt
Tax Based On Investment Income$2,790TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,103EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$8,103TotalPaymentsAndCreditsAmt
Overpayment$5,313OverpaymentAmt
Applied To ES Tax$5,313AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DIXON W ABELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3183873170PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4007AddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114007ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DIXON W ABELL
2403 PARGOUD LANDINGMONROELA71201President1.00$0
MARTHA C ABELL
2403 PARGOUD LANDINGMONROELA71201Secretary1.00$0
HELEN ABELL TUFT
2403 PARGOUD LANDINGMONROELA71201Treasurer1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,348,035AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,900AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,388FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,388,323TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,388,323AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,825CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,367,498NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,375MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,375MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,790TaxBasedOnInvestmentIncomeAmt
Total Tax$2,790TotalTaxAmt
Distributable Before Adj$65,585DistributableBeforeAdjAmt
Distributable Before Ded$65,585DistributableBeforeDedAmt
Distributable As Adjusted$65,585DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,400ExpensesAndContributionsAmt
Qualifying Distributions$87,400QualifyingDistributionsAmt
Adjusted Qualifying Distri$87,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,585DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$40,142ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,328ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$39,662ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,237ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,612ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$145,981TotalExcessDistributionCyovAmt
Qualifying Distributions$87,400QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$65,585AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,815RemainingDistriFromCorpusAmt
Total Corpus$167,796TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$40,142ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$127,654ExcessDistriCyovToNextYrAmt
Excess From Year4$31,328ExcessFromYear4Amt
Excess From Year3$39,662ExcessFromYear3Amt
Excess From Year2$18,237ExcessFromYear2Amt
Excess From Year1$16,612ExcessFromYear1Amt
Excess From Current Year$21,815ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRANKLIN PARISH STEER PROJECT
1010 BOSWORTH STREETWINNSBOROLA71295NONENCCHARITABLE$4,000
LEARNING TECH SCHOOL
2401 OLIVER ROADMONROELA71201NONEPOFEDUCATIONAL$2,000
LOUISIANA TECH UNIVERSITY FOUNDATIO
PO BOX 3183RUSTONLA71272NONEPOFEDUCATIONAL$4,500
UNITED WAY OF NORTHEAST LOUISIANA
1201 HUDSON LANEMONROELA71201NONEPCCHARITABLE$1,000
STRAUSS THEATER CENTER
1300 LAMY LANEMONROELA71201NONEPOFCULTURAL$2,500
JESUS THE GOOD SHEPHERD SCHOOL
900 GOOD SHEPHERD LANEMONROELA71201NONEPOFEDUCATIONAL$11,200
DAVID TOMS FOUNDATION
1111 ACADEMY DRIVESHREVEPORTLA71115NONENCCHARITABLE$3,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55905NONENCCHARITABLE$10,000
CHENNAULT AVIATION MUSEUM
701 KANSAS LANEMONROELA71203NONENCEDUCATIONAL$5,000
KINGS CAMP
9141 KINGS DRIVEMER ROUGELA71261NONENCCHARITABLE$1,500
BARK IN THE PARK
8770 FRONTAGE ROADMONROELA71202NONENCCHARITABLE$500
AMERICAN BATTLEFIELD TRUST
P O BOX 17686BALTIMOREMD21279NONENCCULRURAL$10,000
AMERICAN RED CROSS
8005 BROOK HOLLOW DRSHREVEPORTLA71105NONENCCHARITABLE$5,000
CAMP KESEM
10586 W PICO BLVD 196LOS ANGELESCA90064NONENCCHARITABLE$1,000
DR DOYLE R HAMILTON
7200 DESIARD STREETMONROELA71203NONENCCHARITABLE$3,000
LOUISIANA SPORTS HALL OF FAME
500 FRONT STREETNATCHITOCHESLA71457NONENCCULTURAL$1,200
MONROE YOUTH BASEBALL ASSOCIATION
P O BOX 14826MONROELA71207NONENCCHARITABLE$1,000
NEWTON-WELLESLEY HOSPITAL
2014 WASHINGTON STREETNEWTONMA02462NONENCCHARITABLE$1,000
CHURCH OF JESUS CHRIST OF LDS
50 EAST NORTH TEMPLESALT LAKE CITYUT84150NONENCCHARITABLE$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$8ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$32,742ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$124,909ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Exclusion1ExclusionCd
Exclusion$372ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$158,031ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$158,031TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPARKER & COMPANY, CPA'SCategoryTxt
Amt$12,750Amt
Net Investment Income$12,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ANNUAL SECRETARY OF STATE FEES$15$15
POSTAGE$98$98
PUBLICATIONS$68$68

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Revenue And Expenses Per Books$372RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEESCategoryTxt
Amt$4,979Amt
Net Investment Income$4,979NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$2,704
FOREIGN TAX PAID$227$227

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