JEFFERY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JEFFERY FAMILY CHARITABLE FOUNDATION (EIN 81-0740464)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-13
- IRS object ID
- 201803179349100915
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T09:02:18-08:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473777241 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Breier Consulting LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 E Diehl Road Suite 111 | AddressLine1Txt |
| City | Naperville | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810740464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffery Family Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | CO Dan Jeffery | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 2397774377 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 E Pearson Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dan P Jeffery | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3126401213 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Breier | PreparerPersonNm |
| PTIN | P00350187 | PTIN |
| Phone | 6302826520 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $214,098 | 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 | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $47 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,116 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,116 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$35,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,330 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$30,272 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,163 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,163 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $200 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,913 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,913 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $36 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $297 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $297 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,546 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,597 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,747 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,968 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,163 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,790 | CashBOYAmt |
| Cash EOY | $4,256 | CashEOYAmt |
| Cash EOYFMV | $4,256 | CashEOYFMVAmt |
| Corporate Stock BOY | $152,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $143,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $209,842 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $212,185 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $214,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $212,185 | UnrestrictedBOYAmt |
| Unrestricted EOY | $147,310 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $212,185 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $212,185 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $212,185 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,968 | ExcessRevenueOverExpensesAmt |
| Other Increases | $93 | OtherIncreasesAmt |
| Subtotal | $147,310 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $147,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| 200000 Agritech Inc. | P | 2016-03-16 | 2017-09-30 | $50,000 | -$50,000 | -$50,000 | |
| Various See Schedule D-1 | P | 2014-03-21 | 2017-12-05 | $7,895 | $4,017 | $4,017 | $11,912 |
| Various See Schedule D-2 | P | 2006-01-25 | 2018-01-17 | $6,282 | $10,118 | $10,118 | $16,400 |
| Various See Schedule D-3 | P | 2016-03-07 | 2017-07-19 | $1,501 | $247 | $247 | $1,748 |
| Various See Schedule D-4 | P | 2016-08-10 | 2017-08-09 | $300 | $44 | $44 | $344 |
| Various See Schedule D-5 | P | 2013-08-01 | 2017-09-11 | $2,878 | $260 | $260 | $3,138 |
| Various See Schedule D-6 | P | 2016-08-10 | 2017-10-19 | $1,900 | $508 | $508 | $2,408 |
| Various See Schedule D-7 | P | 2016-08-10 | 2107-11-09 | $5,903 | -$780 | -$780 | $5,123 |
| Various See Schedule D-8 | P | 2016-10-19 | 2017-12-27 | $16,773 | $1,503 | $1,503 | $18,276 |
| Various See Schedule D-9 | P | 2016-08-10 | 2018-01-12 | $9,735 | $1,413 | $1,413 | $11,148 |
| Various See Schedule D-10 | P | 2016-08-10 | 2018-02-01 | $2,016 | $344 | $344 | $2,360 |
| Various See Schedule D-11 | P | 2016-08-10 | 2018-03-16 | $11,003 | -$922 | -$922 | $10,081 |
| Various See Schedule D-12 | P | 2017-07-19 | 2018-04-25 | $9,473 | -$1,982 | -$1,982 | $7,491 |
| Various See Schedule D-13 | P | 2018-05-23 | 2018-05-29 | $1,894 | $76 | $76 | $1,970 |
| Various See Schedule D-14 | P | 2016-08-10 | 2018-05-30 | $3,212 | -$281 | -$281 | $2,931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$35,435 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,862 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $64 | SubtotalAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $64 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | Dan Jeffery | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2397774377 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 E Pearson St | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Dan P Jeffery | ||||||
| 180 E Pearson St Unit 6101 | Chicago | IL | 60611 | President | 2.00 | $0 |
| Leslie L Jeffery | ||||||
| 180 E Pearson St Unit 6101 | Chicago | IL | 60611 | Secretary | 0.00 | $0 |
| Joseph R Jeffery | ||||||
| 333 Prospect Avenue | Elmhurst | IL | 60126 | Director | 0.00 | $0 |
| Douglas R Jeffery | ||||||
| 3524 Rubin Drive | Oakland | CA | 94602 | Director | 0.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64 | TotalTaxAmt |
| Distributable Before Adj | $64 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,747 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,747 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $32,747 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $9,051 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,747 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $32,747 | RemainingDistriFromCorpusAmt |
| Total Corpus | $66,403 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $66,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,051 | ExcessFromYear2Amt |
| Excess From Year1 | $24,605 | ExcessFromYear1Amt |
| Excess From Current Year | $32,747 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dan P Jeffery | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| University of Illinois Foundation | ||||||
| 1305 West Green Street | Urbana | IL | 61801 | None | To promote the University's teaching, research, public service, and economic development mission. | $20,000 |
| Illinois Regional Training Center | ||||||
| 1700 S 4th Street | Champaign | IL | 61820 | None | To support world and Olympic dreams of the members of the organization. | $1,000 |
| Illinois Regional Training Center | ||||||
| 1700 S 4th Street | Champaign | IL | 61820 | None | To support world and Olympic dreams of the members of the organization. | $5,000 |
| Swim Across America | ||||||
| 11600 N Community House Rd Ste 100 | Charlotte | NC | 28277 | None | To fight cancer. | $150 |
| First Look for Charity | ||||||
| 2301 S Lake Shore Drive | Chicago | IL | 60616 | None | To support various qualified charities. | $1,650 |
| Delta Delta Delta FDN | ||||||
| 14951 N Dallas Pkwy Ste 500 | Dallas | TX | 75254 | None | To support this philanthropic fraternal organization. | $100 |
| Jewish World Watch | ||||||
| 5551 Balboa Blvd | Encino | CA | 91316 | None | To fight genocide worldwide. | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,116 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$35,435 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$30,272 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$30,272 | 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 | Breier Consulting Ltd. - Tax and Acctg | CategoryTxt |
| Amt | $4,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,100 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Saul, Ewing - Annual Report | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Miscellaneous | $37 | $37 |
| Registration and User Fees | $260 | $260 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $1,913 | Amt |
| Net Investment Income | $1,913 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foriegn Tax Withheld | CategoryTxt |
| Amt | $36 | Amt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
Comments