BETA

ROBERT & MAUREEN LUCAS FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROBERT & MAUREEN LUCAS FAMILY FOUNDATION (EIN 95-4666465)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-09
IRS object ID
201941309349100919
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)
Return2019-05-09T17:49:31-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812737245PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOPEZ ACCOUNTING GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13500 WEST OLIVE AVENUE SUITE 680AddressLine1Txt
CityBURBANKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91505ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954666465EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & MAUREEN LUCAS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8186531539PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1823 GREEN LANEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP910112409ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT LUCASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8186531539PhoneNum
Signature2019-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUAN P LOPEZ CPAPreparerPersonNm
PTINP01367411PTIN
Phone8188407075PhoneNum
Preparation2019-04-26PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.48.122.122IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-26IPDt
IP Tm15:46:51IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA47385BB48CC57316940F584287C32328FC8515DAtSubmissionCreationDeviceId
At Submission Filing Device IdA47385BB48CC57316940F584287C32328FC8515DAtSubmissionFilingDeviceId
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$1,248,126FMVAssetsEOYAmt
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$25,233DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,233DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$54,168NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$460,779GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$54,168CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$79,401TotalRevAndExpnssAmt
Total Net Invst Incm$79,401TotalNetInvstIncmAmt
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$700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$700AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,908OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,908OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,718TaxesRevAndExpnssAmt
Taxes Net Invst Incm$749TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,336TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,657TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$710TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,836TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,657TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,210TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,435ExcessRevenueOverExpensesAmt
Net Investment Income$70,744NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,622SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,381SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,381SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$719,362CorporateStockBOYAmt
Corporate Stock EOY$531,216CorporateStockEOYAmt
Corporate Stock EOYFMV$531,216CorporateStockEOYFMVAmt
Corporate Bonds BOY$345,575CorporateBondsBOYAmt
Corporate Bonds EOY$313,118CorporateBondsEOYAmt
Corporate Bonds EOYFMV$313,118CorporateBondsEOYFMVAmt
Other Investments BOY$355,963OtherInvestmentsBOYAmt
Other Investments EOY$377,411OtherInvestmentsEOYAmt
Other Investments EOYFMV$377,411OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,442,522TotalAssetsBOYAmt
Total Assets EOY$1,248,126TotalAssetsEOYAmt
Total Assets EOYFMV$1,248,126TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,442,522UnrestrictedBOYAmt
Unrestricted EOY$1,248,126UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,442,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,248,126TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,442,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,248,126TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,442,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,435ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,425,087SubtotalAmt
Other Decreases$176,961OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,248,126TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITESP$113,886$110,908$2,978$2,978
PUBLICLY TRADED SECURITESP$314,724$295,703$19,021$19,021
CAPITAL GAINS DIVIDENDSP$32,169$32,169$32,169
FieldValueIRS element (for citing)
Capital Gain Net Income$54,168CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$69,954AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,374,808NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050883DistributionYr1Rt
Adjusted Qlfy Distri Yr2$95,852AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,280,266NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.074869DistributionYr2Rt
Adjusted Qlfy Distri Yr3$103,494AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,322,766NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.078241DistributionYr3Rt
Adjusted Qlfy Distri Yr4$99,554AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,382,877NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071990DistributionYr4Rt
Adjusted Qlfy Distri Yr5$99,014AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,376,780NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.071917DistributionYr5Rt
Total Distribution0.347900TotalDistributionRt
Average Distribution0.069580AverageDistributionRt
Net Vl Noncharitable Assets$1,371,345NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$95,418AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$707NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$96,125AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$83,210QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,415InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,415SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,415TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,900EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,900TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Overpayment$1,480OverpaymentAmt
Applied To ES Tax$1,480AppliedToESTaxAmt
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 StateCAOrgReportOrRegisterStateCd
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 BooksROBERT LUCASIndividualWithBooksNm
Phone8186536621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1823 GREEN LANEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91011ZIPCd
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
ROBERT LUCAS
823 GREEN LANELA CANADACA91011PRESIDENT5.00$0$0$0
MAUREEN LUCAS
823 GREEN LANELA CANADACA91011SECRETARY/TREASURER5.00$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$1,382,941AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,287AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,392,228TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,392,228AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,883CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,371,345NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,567MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,567MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,415TaxBasedOnInvestmentIncomeAmt
Total Tax$1,415TotalTaxAmt
Distributable Before Adj$67,152DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$67,152DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$67,152DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,210ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$83,210QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$83,210AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,152DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,743ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$32,150ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,397ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,463ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,113ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$138,866TotalExcessDistributionCyovAmt
Qualifying Distributions$83,210QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,152AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,058RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$154,924TotalCorpusAmt
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$32,743ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$122,181ExcessDistriCyovToNextYrAmt
Excess From Year4$32,150ExcessFromYear4Amt
Excess From Year3$37,397ExcessFromYear3Amt
Excess From Year2$32,463ExcessFromYear2Amt
Excess From Year1$4,113ExcessFromYear1Amt
Excess From Current Year$16,058ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT LUCASContributingManagerNm
Contributing ManagerMAUREEN LUCASContributingManagerNm
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 PurposeGrantOrContributionPurposeTxtAmtAmt
DOOR OF HOPE
PO BOX 90455PASADENACA91101NONEPCGENERAL FUND$25,000
LA CANADA PRESBYTERIAN CHURCH
626 FOOTHILL BLVDLA CANADACA91011NONEPC2018 PLEDGE; XMAS MARKET$17,500
LA CANADA-FLINTRIDGE EDUCATIONAL FOUNDATION
4490 CORNISHON AVELA CANADA FLINTRIDGECA91011NONEPCGENERAL FUND$5,000
MAYFIELD SENIOR SCHOOL
500 BELLEFONTAINE STREETPASADENACA91105NONEPCGENERAL FUND$5,000
PATH
340 N MADISON AVELOS ANGELESCA90004NONEPCGENERAL FUND$25,000
UNION RESCUE MISSION
PO BOX 53629LOS ANGELESCA900530629NONEPCGENERAL FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,500TotalGrantOrContriPdDurYrAmt
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$25,233ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$54,168ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$79,401ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$79,401TotalIncomeProducingActyAmt

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)
CategoryTAX RETURN PREPARATIONCategoryTxt
Amt$700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$700DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$313,118EOYBookValueAmt
EOYFMV$313,118EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$531,216EOYBookValueAmt
EOYFMV$531,216EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEQUITY ETPSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$377,411BookValueAmt
EOYFMV$377,411EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON SECURITIESDesc
Amt$176,961Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$7,908Amt
Net Investment Income$7,908NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$749$749$0
EXCISE TAXES$4,969$0$0

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