ROY AND RUTH SEIBEL FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROY AND RUTH SEIBEL FAM FOUNDATION (EIN 20-6408919)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349100997
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T07:52:13-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161331635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEMANCHIN & WETTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6245 SHERIDAN DR STE 102 | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142214827 | 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 | 206408919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY AND RUTH SEIBEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYA | BusinessNameControlTxt |
| Phone | 7163320297 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST 89TH STREET APT 15B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN J SEIBEL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA S ARNOLD CPA | PreparerPersonNm |
| PTIN | P00943465 | PTIN |
| Phone | 7166337607 | 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 | $813,231 | 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 |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,096 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $227,045 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,612 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,724 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $737 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $738 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,300 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $10 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $746 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,677 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,321 | CashBOYAmt |
| Cash EOY | $4,931 | CashEOYAmt |
| Cash EOYFMV | $4,930 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,832 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,482 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,482 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $836,370 | CorporateStockBOYAmt |
| Corporate Stock EOY | $803,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $803,819 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $848,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $813,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $813,231 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $848,523 | UnrestrictedBOYAmt |
| Unrestricted EOY | $813,232 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $848,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $813,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $848,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $813,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $848,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,048 | ExcessRevenueOverExpensesAmt |
| Subtotal | $875,571 | SubtotalAmt |
| Other Decreases | $62,339 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $813,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST COVERED | P | 2018-01-01 | 2018-08-16 | $9,028 | $9,760 | -$732 | -$732 |
| LT COVERED | P | 2000-01-01 | 2018-12-31 | $190,967 | $138,944 | $52,023 | $52,023 |
| 134 AMPHENOL CORP | P | 2000-01-01 | 2018-01-29 | $12,395 | $2,119 | $10,276 | $10,276 |
| 3 APPLE INC | P | 2000-01-01 | 2018-01-11 | $517 | $108 | $409 | $409 |
| 83 MASTERCARD INC CL A COM | P | 2000-01-01 | 2018-12-31 | $14,138 | $1,502 | $12,636 | $12,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,612 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$732 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,266 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $802,771 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04144 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,832 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $696,792 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05286 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,639 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $747,918 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04364 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,837 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $706,123 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04226 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,395 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $620,524 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03931 | DistributionYr5Rt |
| Total Distribution | 0.219507 | TotalDistributionRt |
| Average Distribution | 0.043901 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $885,727 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,884 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,561 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,883 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $677 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $677 | SubtotalAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $650 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $650 | TotalPaymentsAndCreditsAmt |
| Tax Due | $27 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | SUSAN J SEIBEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127223873 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 89TH STREET APT 15B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101286724 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN J SEIBEL | ||||||
| 401 E 89TH STREET | NEW YORK | NY | 10128 | Trustee | 2.00 | $0 |
| ROY E SEIBEL JR | ||||||
| PO BOX 580 | DAMARISCOTTA | ME | 04543 | Trustee | 1.00 | $0 |
| 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 | $880,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $899,215 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $899,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $885,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,286 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,286 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $677 | TotalTaxAmt |
| Distributable Before Adj | $43,609 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,609 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,883 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,883 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $677 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,206 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,278 | UndistributedIncomePYAmt |
| Qualifying Distributions | $39,883 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,278 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $605 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $43,004 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUFFALO OLMSTED PARKS CONSERVANCY | |||||||
| 84 PARKSIDE AVE | BUFFALO | NY | 14214 | NONE | PC | OPERATIONS | $2,500 |
| BUFFALO & ERIE COUNTY BOTANICAL GARDENS | |||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | NONE | PC | OPERATIONS | $2,500 |
| FOREST LAWN HERITAGE FOUNDATION | |||||||
| 1411 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | PC | OPERATIONS | $2,500 |
| UNIVERSITY AT BUFFALO FOUNDATION IN | |||||||
| PO BOX 900 | BUFFALO | NY | 14226 | NONE | PC | EDUCATIONAL | $19,000 |
| BUFFALO PHILHARMONIC ORCHESTRA | |||||||
| 786 DELAWARE AVE | BUFFALO | NY | 14209 | NONE | PC | OPERATIONAL | $10,000 |
| FRIENDS OF THE NIGHT PEOPLE | |||||||
| 394 HUDSON STREET | BUFFALO | NY | 14201 | NONE | PC | OPERATIONAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,096 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,724 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $1,475 | Amt |
| Net Investment Income | $737 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $738 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $62,339 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PUBLIC NOTICE | $45 | $45 |
| STATE FILING FEE | $100 | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $13,300 | Amt |
| Net Investment Income | $13,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $746 | Amt |
Comments