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FLEMING FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FLEMING FAMILY FOUNDATION (EIN 38-7104495)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201801349349103660
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)
Return2018-05-14T15:16:14-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 SUMMER STREET SUITE 520AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN387104495EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FLEMING FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFLEMBusinessNameControlTxt
Phone6172277031PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 LOWELL STAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP021384726ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD LEE FLEMINGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172277031PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID DESMARAISPreparerPersonNm
PTINP00435727PTIN
Phone6172368098PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.117.160.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-10IPDt
IP Tm08:05:10IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4A2558486EEC6DB97E73B1E5FE2049900CCE7E47AtSubmissionCreationDeviceId
At Submission Filing Device Id2BAB4CF4FDA6361F54564B4DE839E61C759617F3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,130,273FMVAssetsEOYAmt
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$52,158DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,158DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,482NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$109,818GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$107,442CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,676TotalRevAndExpnssAmt
Total Net Invst Incm$159,600TotalNetInvstIncmAmt
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$2,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,300AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,926OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,926OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,598TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,159TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,226TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,335TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$154,191ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$154,191ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$186,350TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,226TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$155,526TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$137,674ExcessRevenueOverExpensesAmt
Net Investment Income$153,374NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$162,976CashBOYAmt
Cash EOY-$69,767CashEOYAmt
Cash EOYFMV-$69,767CashEOYFMVAmt
Corporate Stock BOY$1,756,937CorporateStockBOYAmt
Corporate Stock EOY$1,852,006CorporateStockEOYAmt
Corporate Stock EOYFMV$2,200,040CorporateStockEOYFMVAmt
Total Assets BOY$1,919,913TotalAssetsBOYAmt
Total Assets EOY$1,782,239TotalAssetsEOYAmt
Total Assets EOYFMV$2,130,273TotalAssetsEOYFMVAmt
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$1,919,913RetainedEarningBOYAmt
Retained Earning EOY$1,782,239RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,919,913TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,782,239TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,919,913TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,782,239TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,919,913TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$137,674ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,782,239SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,782,239TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyABBOTT LABORATORIESPropertyDesc
How AcquiredPHowAcquiredCd
Sold2017-04-12SoldDt
Gross Sales Price$109,818GrossSalesPriceAmt
Cost Or Other Basis$2,376CostOrOtherBasisAmt
Gain Or Loss$107,442GainOrLossAmt
Gains Minus Excess Or Losses$107,442GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$107,442CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$165,910AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,963,665NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.084490DistributionYr1Rt
Adjusted Qlfy Distri Yr2$155,357AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$202,001NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.769090DistributionYr2Rt
Adjusted Qlfy Distri Yr3$99,903AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$83,518NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.196185DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,938NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution2.049765TotalDistributionRt
Average Distribution0.512441AverageDistributionRt
Net Vl Noncharitable Assets$1,972,237NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,010,655AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,534NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,012,189AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$155,526QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,067InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,067SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,067TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,420EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,420TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,353OverpaymentAmt
Applied To ES Tax$5,353AppliedToESTaxAmt
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 StateMAOrgReportOrRegisterStateCd
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 BooksRONALD FLEMINGIndividualWithBooksNm
Phone6174918952PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18 LOWELL STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP021384726ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRONALD L FLEMINGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 LOWELL STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$1,910,928AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,343AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,002,271TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,002,271AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,034CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,972,237NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,612MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,612MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,067TaxBasedOnInvestmentIncomeAmt
Total Tax$3,067TotalTaxAmt
Distributable Before Adj$95,545DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$95,545DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$95,545DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$155,526ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$155,526QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$155,526AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,545DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$97,692ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$147,339ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$84,535ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$329,566TotalExcessDistributionCyovAmt
Qualifying Distributions$155,526QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$95,545AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,981RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$389,547TotalCorpusAmt
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$389,547ExcessDistriCyovToNextYrAmt
Excess From Year3$97,692ExcessFromYear3Amt
Excess From Year2$147,339ExcessFromYear2Amt
Excess From Year1$84,535ExcessFromYear1Amt
Excess From Current Year$59,981ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD L FLEMINGContributingManagerNm
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
ADVOCATES FOR THE ENVIRONMENT
PO BOX 4242SUNLANDCA94041NONEPUBLIC CHARITYGENERAL PURPOSE$5,000
ALLIANCE FOR LIVABLE NEWPORT FOR THE DAFFIDILLION PROJECT
PO BOX 2636WASHINGTONDC20036NONEPUBLIC CHARITYGENERAL PURPOSE$12,000
AMOCA
399 N GAREY AVEPOMONACA91767NONEPUBLIC CHARITYGENERAL PURPOSE$18,911
FRACTURED ATLAS
248 WEST 35TH STREET 10TH FLOORNEW YORKNY10001NONEPUBLIC CHARITYGENERAL PURPOSE$14,280
FRENCH HERITAGE SOCIETY
14 E 60TH STREET 605NEW YORKNY10022NONEPUBLIC CHARITYGENERAL PURPOSE$4,000
SCENIC AMERICA
1307 NEW HAMPSHIRE AVE NWNEWPORTRI02840NONEPUBLIC CHARITYGENERAL PURPOSE$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$154,191TotalGrantOrContriPdDurYrAmt
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$52,158ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,482ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$48,676ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,676TotalIncomeProducingActyAmt

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)
CategoryKAHN, LITWIN, RENZA & CO. LTD.CategoryTxt
Amt$2,600Amt
Net Investment Income$1,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,300DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$1,852,006EOYBookValueAmt
EOYFMV$2,200,040EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA PC FILING FEEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEES - CHARLES SCHWABCategoryTxt
Amt$4,926Amt
Net Investment Income$4,926NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENTSCategoryTxt
Amt$24,598Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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