PULVERMANN CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PULVERMANN CHARITABLE TR (EIN 27-6762467)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-29
- IRS object ID
- 201900889349100405
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-29T11:49:07-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030402606 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD M FREIBERG CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10805 ROUND ROCK ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276762467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PULVERMANN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PULV | BusinessNameControlTxt |
| Phone | 2038622440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JAMES A FULTON TRUSTEE 6 NOLAN LA | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES A FULTON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Freiberg | PreparerPersonNm |
| PTIN | P00018915 | PTIN |
| Phone | 9803393352 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,105,844 | 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 |
| Net Gain Sale Ast Rev And Expnss | $117,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,234,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,219 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $115,758 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $91,318 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $208,749 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,219 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $115,758 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,892 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,468 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,468 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,468 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $52,849 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,849 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $52,849 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $308 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $308 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $96,517 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $58,625 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $261,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $58,625 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,594 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,133 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,504 | CashBOYAmt |
| Cash EOY | $265,301 | CashEOYAmt |
| Cash EOYFMV | $265,301 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,514 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,852,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,477,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,763,215 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $993,124 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,103,354 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,077,328 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,900,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,846,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,105,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,243,071 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,243,071 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,657,609 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,603,360 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,900,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,846,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,900,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,846,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,900,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,768 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,847,912 | SubtotalAmt |
| Other Decreases | $1,481 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,846,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHEDULE ATTACHED | P | 2018-01-01 | 2018-01-01 | $71,375 | $77,566 | -$6,191 | -$6,191 |
| SCHEDULE ATTACHED | P | 2018-01-01 | 2018-01-01 | $187,944 | $150,698 | $37,246 | $37,246 |
| SCHEDULE ATTACHED | P | 2018-01-01 | 2018-01-01 | $2,018,244 | $2,080,430 | -$62,186 | -$62,186 |
| SCHEDULE ATTACHED | P | 2018-01-01 | 2018-01-01 | $19,613 | $20,035 | -$422 | -$422 |
| 2 DANAHER | P | $204 | $100 | $104 | $104 | ||
| 11 DISNEY | P | $1,138 | $1,100 | $38 | $38 | ||
| 26 APPLE | P | $4,659 | $3,500 | $1,159 | $1,159 | ||
| 1316 BERNSTEIN TAX MANAGED | P | $20,228 | $21,000 | -$772 | -$772 | ||
| 346 BERNSTEIN EMERGING | P | $8,779 | $9,000 | -$221 | -$221 | ||
| 27 STARBUCKS | P | $1,568 | $1,500 | $68 | $68 | ||
| 17 COMCAST | P | $578 | $900 | -$322 | -$322 | ||
| 1 ALPHABET | P | $1,013 | $1,000 | $13 | $13 | ||
| 3 LEAR | P | $362 | $400 | -$38 | -$38 | ||
| 2334 BERNSTEIN DIVERSIFIED | P | $32,956 | $32,484 | $472 | $472 | ||
| SCHEDULE ATTACHED | P | 2018-01-01 | 2018-01-01 | $863,855 | $717,833 | $146,022 | $146,022 |
| Capital Gain Dividends | $2,461 | ||||||
| Wash Sale | $788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,219 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $115,758 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,192 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,192 | SubtotalAmt |
| Tax Based On Investment Income | $1,192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,636 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,636 | TotalPaymentsAndCreditsAmt |
| Overpayment | $444 | OverpaymentAmt |
| Applied To ES Tax | $298 | AppliedToESTaxAmt |
| Refund | $146 | RefundAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | WHITMAN BREED ABBOTT & MORGAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2038622440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 WEST PUTNAM AVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES A FULTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 NOLAN LANE | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $37,892 | CompensationAmt |
| 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 | $3,114,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,274,982 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,274,982 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,125 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,225,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,192 | TotalTaxAmt |
| Distributable Before Adj | $160,101 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $160,101 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $160,101 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $165,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $164,110 | UndistributedIncomePYAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $164,110 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $890 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $159,211 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RYE COUNTRY DAY SCHOOL | ||||||
| 2 CEDAR PLACE | RYE | NY | 10580 | NONE | PULVERMANN SCHOLARSHIP | $5,000 |
| UCONN FOUNDATION | ||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | NONE | PULVERMANN SCHOLARSHIP | $5,000 |
| PRESIDENT LINCOLNS COTTAGE | ||||||
| 140 ROCK CREEK CHURCH RD NW | WASHINGTON | DC | 20011 | NONE | PULVERMANN SCHOLARSHIP | $55,000 |
| KIDS CREATIVE COLLECTIVE | ||||||
| 440 LAFAYETTE AVE | NY | NY | 10003 | NONE | PULVERMANN SCHOLARSHIP | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $91,318 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $117,431 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $91,318 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $117,431 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,749 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,468 | Amt |
| Net Investment Income | $5,468 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,468 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| Amt | $1,481 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE | Desc |
| Revenue And Expenses Per Books | $308 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $308 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $308 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $91,318 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $52,849 | Amt |
| Net Investment Income | $52,849 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,849 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |