BETA

B M STANTON FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
B M STANTON FOUNDATION (EIN 54-6191995)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349102709
Schema version
2017v2.2
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)
Return2018-05-14T12:54:12-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841595367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AMG NATIONAL TRUST BANKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16295 GREENWOOD PLAZA BLVDAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP801114908ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN546191995EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BM STANTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBMSTBusinessNameControlTxt
Phone7573684466PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1780 LYNNHAVEN PARKWAY SUITE 140AddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23452ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARYN WESTPersonNm
Person TitleTRUST OFFICERPersonTitleTxt
Phone7573684466PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY KAYE JOHNSTON CPAPreparerPersonNm
PTINP00359771PTIN
Phone3036942190PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,890,401FMVAssetsEOYAmt
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$4,346DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,346DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$101,781GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$101,781GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$93,779NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$106,127TotalRevAndExpnssAmt
Total Net Invst Incm$106,127TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,329CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,130CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,199CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,201OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,100OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,101OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,573TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,002OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,002OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,905TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,632TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,700TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,105TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,632TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$42,022ExcessRevenueOverExpensesAmt
Net Investment Income$86,495NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$620,279SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$661,772SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$661,772SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$529AcctRcvblAmt
Acct Rcvbl EOY$529AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$529AcctRcvblEOYFMVAmt
Other Investments BOY$78,750OtherInvestmentsBOYAmt
Other Investments EOY$78,750OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,228,100OtherInvestmentsEOYFMVAmt
Total Assets BOY$699,029TotalAssetsBOYAmt
Total Assets EOY$741,051TotalAssetsEOYAmt
Total Assets EOYFMV$1,890,401TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$699,029CapitalStockBOYAmt
Capital Stock EOY$699,029CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$42,022RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$699,029TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$741,051TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$699,029TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$741,051TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$699,029TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$42,022ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$741,051SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$741,051TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$95,502AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,794,924NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053207DistributionYr1Rt
Adjusted Qlfy Distri Yr2$81,912AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,701,109NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048152DistributionYr2Rt
Adjusted Qlfy Distri Yr3$80,266AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,643,685NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048833DistributionYr3Rt
Adjusted Qlfy Distri Yr4$71,157AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,565,271NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045460DistributionYr4Rt
Adjusted Qlfy Distri Yr5$88,171AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,497,556NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058877DistributionYr5Rt
Total Distribution0.254529TotalDistributionRt
Average Distribution0.050906AverageDistributionRt
Net Vl Noncharitable Assets$1,852,430NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$94,300AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$865NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$95,165AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,730InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,730SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,730TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,214EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,214TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$484OverpaymentAmt
Applied To ES Tax$484AppliedToESTaxAmt
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 StateVAOrgReportOrRegisterStateCd
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 BooksAMG NATIONAL TRUST BANKIndividualWithBooksNm
Phone3036942190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1780 LYNNHAVEN PARKWAY SUITE 140AddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23452ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUNTRUST BANK
500 MAIN STREETNORFOLKVA23510FORMER TRUSTEE0.50$7,329$0$0
DIANE S MONROE
1317 KINGFISHER COURTVIRGINIA BEACHVA23451CHAIRMAN OF BOARD0.00$0$0$0
DOROTHY MANNIX
405 55TH STREETVIRGINIA BEACHVA23451BOARD MEMBER0.00$0$0$0
ROBERT STANTON
1016 CHUMLEY ROADVIRGINIA BEACHVA23451BOARD MEMBER0.00$0$0$0
AMG NATIONAL TRUST BANK
780 LYNNHAVEN PARKWAY STE 140VIRGINIA BEACHVA23452ACTING TRUSTEE0.50$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$1,240,265AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$640,375AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,880,640TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,880,640AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,210CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,852,430NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,622MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$92,622MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,730TaxBasedOnInvestmentIncomeAmt
Total Tax$1,730TotalTaxAmt
Distributable Before Adj$90,892DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$90,892DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$90,892DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,900QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$945PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$41,955AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,892DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$16,346ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,104ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$8,784ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,234TotalExcessDistributionCyovAmt
Qualifying Distributions$42,900QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$42,900AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$26,234ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$26,234ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$21,758UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDIANE MONROERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11317 KINGFISHER COURTAddressLine1Txt
CityVIRGINIA BEACHCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3036942190RecipientPhoneNum
Form And Info And MaterialsLETTER STATING THE PURPOSE OF THE FUND DRIVE AND SUPPLY PROOF OF RECIPIENTS TAX EXEMPTION UNDER 501(C)3.FormAndInfoAndMaterialsTxt
Submission DeadlinesPRIOR TO OCTOBER 31ST OF EACH YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsCONTRIBUTIONS ARE MADE TO 501(C)3 ORGANIZATIONS LOCATED IN VIRGINIA BEACH, VA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAPE HENRY COLLEGIATE
1320 MILL DAM RDVIRGINIA BEACHVA23454NONEPCEDUCATION$5,000
CHESAPEAKE BAY ACADEMY
821 BAKER RDVIRGINIA BEACHVA23462NONEPCEDUCATION$11,200
HAMPTON ROADS COMMUNITY FOUNDATION
101 WEST MAIN STREET STE 4500NORFOLKVA23510NONEPCCOMMUNITY$2,100
HAMPTON ROADS GIFT PLANNING COUNCIL
101 WEST MAIN STREET STE 4500NORFOLKVA23510NONEPCCOMMUNITY$400
SETON YOUTH SHELTERS
101 N LYNNHAVEN RD SUITE 101VIRGINIA BEACHVA23452NONEPCCOMMUNITY$5,000
THE FIRST TEE OF HAMPTON ROADS
101 WEST MAIN STREET STE 4500NORFOLKVA23510NONEPCCOMMUNITY$1,500
THE VIRGINIA AQUARIUM
717 GENERAL BOOTH BLVD STE 10VIRGINIA BEACHVA23451NONEPCEDUCATION$3,500
TOWN CENTER KIWANIS
715 FIRST COLONIA RDVIRGINIA BEACHVA23452NONEPCCOMMUNITY$500
VIRGINIA MUSEUM OF CONTEMPORARY ART
2200 PARKS AVEVIRGINIA BEACHVA23451NONEPCARTS$1,000
VIRGINIA OPERA
RICHMOND CENTERSTAGERICHMONDVA23218NONEPCARTS$2,500
YWCA OF SOUTHERN HAMPTON ROADS
500 E PLUME ST STE 700NORFOLKVA23510NONEPCCOMMUNITY$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,200TotalGrantOrContriPdDurYrAmt
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$4,346ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$93,779ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$98,125ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,125TotalIncomeProducingActyAmt

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 PREP FEESCategoryTxt
Amt$2,800Amt
Net Investment Income$1,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,400DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLOTS 123 AND 4CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$78,750BookValueAmt
EOYFMV$1,228,100EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescRENTAL EXPENSESDesc
Revenue And Expenses Per Books$8,002RevenueAndExpensesPerBooksAmt
Net Investment Income$8,002NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL AND PROFESSIONALCategoryTxt
Amt$10,201Amt
Net Investment Income$5,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,101DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX - PAID 2017CategoryTxt
Amt$1,573Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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