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LUKE OBRIEN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LUKE OBRIEN FOUNDATION INC (EIN 38-3913010)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-22
IRS object ID
201901429349100605
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)
Return2019-05-22T09:25:29-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061143555PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REYNOLDS & ROWELLA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line190 GROVE STREETAddressLine1Txt
CityRIDGEFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06877ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383913010EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LUKE O'BRIEN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLUKEBusinessNameControlTxt
Phone2037427239PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line185 CHESTNUT HILL ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN O'BRIENPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2037427239PhoneNum
Signature2019-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBEN MAINI CPAPreparerPersonNm
PTINP00171651PTIN
Phone2034380161PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.13.125.174IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-20IPDt
IP Tm13:45:02IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1739892A549AAD4FCB88C6F200AD3ED0D752A5DBAtSubmissionCreationDeviceId
At Submission Filing Device Id1739892A549AAD4FCB88C6F200AD3ED0D752A5DBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,547,270FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,600ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$205InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$205InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,524DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,524DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,044NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$356,406GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,044CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$31OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$31OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$70,404TotalRevAndExpnssAmt
Total Net Invst Incm$54,804TotalNetInvstIncmAmt
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$3,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$730AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,539OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,539OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,275TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,464TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,269TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$167,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$167,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$178,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,269TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$167,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$108,060ExcessRevenueOverExpensesAmt
Net Investment Income$47,535NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$109,942CashBOYAmt
Cash EOY$103,618CashEOYAmt
Cash EOYFMV$103,618CashEOYFMVAmt
Sav And Temp Cash Invst BOY$284,278SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$123,874SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$123,874SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,096,204CorporateStockBOYAmt
Corporate Stock EOY$1,154,872CorporateStockEOYAmt
Corporate Stock EOYFMV$1,319,778CorporateStockEOYFMVAmt
Total Assets BOY$1,490,424TotalAssetsBOYAmt
Total Assets EOY$1,382,364TotalAssetsEOYAmt
Total Assets EOYFMV$1,547,270TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,490,424RetainedEarningBOYAmt
Retained Earning EOY$1,382,364RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,490,424TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,382,364TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,490,424TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,382,364TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,490,424TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$108,060ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,382,364SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,382,364TotNetAstOrFundBalancesEOYAmt

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
J.P. MORGAN #0168P2018-12-31$326,635$330,362-$3,727-$3,727
CAPITAL GAINS DIVIDENDSP$29,771$29,771$29,771
FieldValueIRS element (for citing)
Capital Gain Net Income$26,044CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$112,885AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,704,040NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.066246DistributionYr1Rt
Adjusted Qlfy Distri Yr2$79,154AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,519,206NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052102DistributionYr2Rt
Adjusted Qlfy Distri Yr3$87,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,890,365NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046023DistributionYr3Rt
Adjusted Qlfy Distri Yr4$134,850AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,795,648NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.075098DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$828,227NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.018111DistributionYr5Rt
Total Distribution0.257580TotalDistributionRt
Average Distribution0.051516AverageDistributionRt
Net Vl Noncharitable Assets$1,639,251NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$84,448AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$475NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$84,923AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$167,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$475InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$475SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$475TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$640EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$640TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$165OverpaymentAmt
Applied To ES Tax$165AppliedToESTaxAmt
Refund$0RefundAmt

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
Org Report Or Register StateCTOrgReportOrRegisterStateCd
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 BooksKEVIN O'BRIENIndividualWithBooksNm
Phone2037427239PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line185 CHESTNUT HILL ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEVIN O'BRIEN
85 CHESTNUT HILL ROADWILTONCT06897DIRECTOR1.00$0$0$0
JEANINE O'BRIEN
85 CHESTNUT HILL ROADWILTONCT06897DIRECTOR1.00$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$265,484AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,398,730AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,664,214TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,664,214AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,963CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,639,251NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,963MinimumInvestmentReturnAmt
Tax Based On Investment Income$475TaxBasedOnInvestmentIncomeAmt
Total Tax$475TotalTaxAmt
Distributable Before Adj$81,488DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$81,488DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$81,488DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$167,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$167,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$475PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$166,525AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$81,488DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$12,256ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$4,886ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$28,913ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$46,055TotalExcessDistributionCyovAmt
Qualifying Distributions$167,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$81,488AppliedToCurrentYearAmt
Remaining Distri From Corpus$85,512RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$131,567TotalCorpusAmt
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$131,567ExcessDistriCyovToNextYrAmt
Excess From Year4$12,256ExcessFromYear4Amt
Excess From Year2$4,886ExcessFromYear2Amt
Excess From Year1$28,913ExcessFromYear1Amt
Excess From Current Year$85,512ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
DRAVET SYNDROME FOUNDATION
PO BOX 16536WEST HAVENCT06516NONE501(C)(3)CHARITABLE DONATION$1,000
HEARTSONG
227 MARTINE AVENUE SUITE 230WHITE PLAINSNY10601NONE501(C)(3)CHARTIABLE DONATION$1,000
HELP HOPE LOVE
TWO RADNOR CORPORATE CENTER 100RADNORPA19087NONE501(C)(3)CHARITABLE DONATION$2,500MATSONFORD RD 100
SHARE & CARE
676 WINTERS AVENUE 2PARAMUSNJ07652NONE501(C)(3)CHARITABLE DONATION$60,000
ST ELIZABETH SETON CHILDREN'S FOUNDATION
300 CORPORATE BLVD SOUTHYONKERSNY10701NONE501(C)(3)CHARITABLE DONATION$100,000
ST CATHERINE CENTER FOR SPECIAL NEEDS
760 TAHMORE DRIVEFAIRFIELDCT06825NONE501(C)(3)CHARITABLE DONATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$167,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$205ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,524ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,044ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$54,804ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,804TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,650Amt
Net Investment Income$730NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
J.P. MORGAN #0168$971,995$924,783
MORGAN STANLEY #9202$182,877$394,995

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Revenue And Expenses Per Books$31RevenueAndExpensesPerBooksAmt
Net Investment Income$31NetInvestmentIncomeAmt
Adjusted Net Income$31AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$6,514$6,514$0
BANK CHARGES$25$25$0

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationLATE FILED RETURN DUE TO CCH SOFTWARE OUTAGEExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,275Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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