THE JAMES BILLINGS FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE JAMES BILLINGS FOUNDATION INC (EIN 20-5822145)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-22
IRS object ID
201911429349100516
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)
Return2019-05-22T14:33:47-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270645028PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARGARET SHOAF CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line146 N WASHINGTON BLVD STE 29AddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205822145EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JAMES BILLINGS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone9413663125PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17672 DONALD ROSS RD WAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34240ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES BILLINGSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9413663125PhoneNum
Signature2019-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET SHOAFPreparerPersonNm
PTINP00106954PTIN
Phone9413669200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.195.230.7IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-17IPDt
IP Tm09:49:36IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8501EF435C3A8E5E9008B2F9C3BE10A6428F0CF1AtSubmissionCreationDeviceId
At Submission Filing Device IdB709636A83948838F9A3F722E68509CD25C99205AtSubmissionFilingDeviceId
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$265,213FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,431DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,431DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,258NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,776GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,258CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,689TotalRevAndExpnssAmt
Total Net Invst Incm$13,689TotalNetInvstIncmAmt
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$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,600OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$133TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,233TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,983TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,294ExcessRevenueOverExpensesAmt
Net Investment Income$13,689NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,925SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,059SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,059SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$112,832CorporateStockBOYAmt
Corporate Stock EOY$94,404CorporateStockEOYAmt
Corporate Stock EOYFMV$254,154CorporateStockEOYFMVAmt
Total Assets BOY$120,757TotalAssetsBOYAmt
Total Assets EOY$105,463TotalAssetsEOYAmt
Total Assets EOYFMV$265,213TotalAssetsEOYFMVAmt
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$120,757RetainedEarningBOYAmt
Retained Earning EOY$105,463RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$120,757TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$105,463TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$120,757TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$105,463TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$120,757TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,294ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$105,463SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$105,463TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
4 ALAPHABET INCP2018-08-07$4,954$1,111$3,843$3,843
40 APPLE INCP2018-02-05$6,453$1,908$4,545$4,545
70 APPLE INCP2018-12-10$11,523$3,339$8,184$8,184
50 PAYPAL HOLDING INCP2018-12-10$4,181$755$3,426$3,426
400 SUNPOWERP2018-02-05$2,949$11,314-$8,365-$8,365
200 APPLIED MATERIALS INCP2018-12-10$6,716$10,091-$3,375-$3,3752018-02-05
FieldValueIRS element (for citing)
Capital Gain Net Income$8,258CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,350AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$329,144NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049674DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,800AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$266,203NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.078136DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$311,821NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.062536DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$303,580NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.032281DistributionYr4Rt
Adjusted Qlfy Distri Yr5$49,802AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$286,098NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.174073DistributionYr5Rt
Total Distribution0.396700TotalDistributionRt
Average Distribution0.079340AverageDistributionRt
Net Vl Noncharitable Assets$310,434NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,630AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$137NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,767AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$274InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$274SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$274TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$274TaxDueAmt

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
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 BooksJAMES BILLINGSIndividualWithBooksNm
Phone9413663125PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17672 DONALD ROSS RD WAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34240ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES BILLINGS
7672 DONALD ROSS RD WSARASOTAFL34240PRESIDENT0.00$0$0$0
KARIN S BILLINGS
7672 DONALD ROSS RD WSARASOTAFL34240SECRETARY0.00$0$0$0
ELIZABETH B WRIGHT
135 AVENIDA MIRAFLORESTIBURONCA94920DIRECTOR0.00$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$306,977AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,184AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$315,161TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$315,161AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,727CashDeemedCharitableAmt
Net Vl Noncharitable Assets$310,434NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,522MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,522MinimumInvestmentReturnAmt
Tax Based On Investment Income$274TaxBasedOnInvestmentIncomeAmt
Total Tax$274TotalTaxAmt
Distributable Before Adj$15,248DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$15,248DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$15,248DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$23,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,248DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$35,893ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$4,286ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,871ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$48,061TotalExcessDistributionCyovAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,248AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,502RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$56,563TotalCorpusAmt
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$35,893ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,670ExcessDistriCyovToNextYrAmt
Excess From Year3$4,286ExcessFromYear3Amt
Excess From Year2$7,871ExcessFromYear2Amt
Excess From Year1$11ExcessFromYear1Amt
Excess From Current Year$8,502ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES BILLINGSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17672 DONALD ROSS RD WAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34240ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9413663125RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUESTS ONLYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ART CENTER SARASOTA
707 NORTH TAMIAMI TRAILSARASOTAFL34236NONEN/ACHARITABLE$250
BE THE CHANGE
2235 WATSON RDSARASOTAFL34231NONEN/ACHARITABLE$2,000
CHERRY CREEK SCHOOL FOUNDATION
4700 SOUTH YOSEMITE SUITE 130GREENWOOD VILLAGECO80111NONEN/ACHARITABLE$1,500
CORNELL UNIVERSITY
PO BOX 2600ITHACANY14851NONEN/ACHARITABLE$10,000
HUMANE SOCIETY OF SARASOTA COUNTY INC
2331 15TH STREETSARASOTAFL34237NONEN/ACHARITABLE$1,000
RINGLING COLLEGE OF ART AND DESIGN
2700 NORTH TAMIAMI TRAILSARASOTAFL34234NONEN/ACHARITABLE$5,000
ROYAL PET RESCUE
1097 TARPON AVENUESARASOTAFL34237NONEN/ACHARITABLE$250
SPCA FLORIDA
5850 BRENNEN ROAD SLAKELANDFL33813NONEN/ACHARITABLE$1,000
THE WATERFORD SCHOOL
1480 EAST 9400 SOUTHSANDYUT84093NONEN/ACHARITABLE$2,500
VINTAGE PAWS
7950 STATE ROAD 72SARASOTAFL34236NONEN/ACHARITABLE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,431ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,258ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$13,689ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,689TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB INSTITUTIONALStockNm
EOY Book Value$94,404EOYBookValueAmt
EOYFMV$254,154EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL ADVISORSCategoryTxt
Amt$3,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISECategoryTxt
Amt$133Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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