EPISODE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
EPISODE FOUNDATION (EIN 20-0922618)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-11
IRS object ID
201703159349100400
Schema version
2016v3.0
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)
Return2017-11-11T07:36:14-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043245662PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVIES & MONAHAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 BATTERYMARCH PARK STE 101AddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021697454ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200922618EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EPISODE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEPISBusinessNameControlTxt
Phone6175423133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52568AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS L LEMLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6175936200PhoneNum
Signature2017-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUZANNE M MONAHANPreparerPersonNm
PTINP00077791PTIN
Phone6177699600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.30.139.78IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-11IPDt
IP Tm08:23:37IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBA2CC8F2FD74AFA8F44F6D02CBE947EE9E996A2AAtSubmissionCreationDeviceId
At Submission Filing Device Id6F67C5C5BCE2DC4C77FF981D4596F4AF943688EBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$741,025FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,331DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,331DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,989NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$134GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,349TotalRevAndExpnssAmt
Total Net Invst Incm$14,338TotalNetInvstIncmAmt
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$1,970AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$985AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,434OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,434OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$125TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,259TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,335OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,864TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,419TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,259TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,340ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$71,340ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,204TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,419TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,599TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$64,855ExcessRevenueOverExpensesAmt
Net Investment Income$11,919NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$102,568SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$42,271SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$42,271SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$153,338OtherInvestmentsBOYAmt
Other Investments EOY$148,780OtherInvestmentsEOYAmt
Other Investments EOYFMV$698,754OtherInvestmentsEOYFMVAmt
Total Assets BOY$255,906TotalAssetsBOYAmt
Total Assets EOY$191,051TotalAssetsEOYAmt
Total Assets EOYFMV$741,025TotalAssetsEOYFMVAmt
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$255,906RetainedEarningBOYAmt
Retained Earning EOY$191,051RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$255,906TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$191,051TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$255,906TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$191,051TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$255,906TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$64,855ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$191,051SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$191,051TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySTERNE, AGEE & LEACH #53801PropertyDesc
Gross Sales Price$134GrossSalesPriceAmt
Cost Or Other Basis$3,123CostOrOtherBasisAmt
Gain Or Loss-$2,989GainOrLossAmt
Gains Minus Excess Or Losses-$2,989GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,989CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,080AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$752,399NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049282DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,484AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$740,545NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049266DistributionYr2Rt
Adjusted Qlfy Distri Yr3$37,660AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$655,649NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057439DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,618AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$676,200NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.023097DistributionYr4Rt
Adjusted Qlfy Distri Yr5$32,619AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$590,326NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055256DistributionYr5Rt
Total Distribution0.234340TotalDistributionRt
Average Distribution0.046868AverageDistributionRt
Net Vl Noncharitable Assets$708,784NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$33,219AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$119NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$33,338AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$72,599QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$119InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$119SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$119TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$175AppliedToEsTaxAmt
Backup Withholding Withheld$1,105BackupWithholdingWithheldAmt
Total Payments And Credits$1,280TotalPaymentsAndCreditsAmt
Overpayment$1,161OverpaymentAmt
Applied To ES Tax$120AppliedToESTaxAmt
Refund$1,041RefundAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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 BooksTHE FOUNDATIONIndividualWithBooksNm
Phone6175936200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line133 SLEEPER STREET 606AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOUGLAS L LEMLE
33 SLEEPER STREET 606BOSTONMA02210PRESIDENT2.00$0$0$0
JAKE LEMLE
33 SLEEPER STREET 606BOSTONMA02210DIRECTOR2.00$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$642,878AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,700AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$719,578TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$719,578AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,794CashDeemedCharitableAmt
Net Vl Noncharitable Assets$708,784NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,439MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,439MinimumInvestmentReturnAmt
Tax Based On Investment Income$119TaxBasedOnInvestmentIncomeAmt
Total Tax$119TotalTaxAmt
Distributable Before Adj$35,320DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,320DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,320DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,599ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,599QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$119PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$72,480AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,320DistributableAsAdjustedAmt
Undistributed Income PY$13,554UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$72,599QualifyingDistributionsAmt
Applied To Year1$13,554AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,320AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,725RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$23,725TotalCorpusAmt
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$23,725ExcessDistriCyovToNextYrAmt
Excess From Current Year$23,725ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDOUGLAS L LEMLEContributingManagerNm
Contributing ManagerJAKE LEMLEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE ELIOT SCHOOL
24 ELIOT STREETJAMAICA PLAINMA02130PUBLIC CHARITYCHARITABLE GIFT$1,740
THE OLD SCHWAMB MILL
17 MILL LANEARLINGTONMA02476PUBLIC CHARITYCHARITABLE GIFT$2,000
ARTIST FOR HUMANITY
100 WEST 2ND STREETBOSTONMA02127PUBLIC CHARITYCHARITABLE GIFT$50,000
GEORGTOWN UNIVERSITY
3700 O ST NWWASHINGTONDC20057PUBLIC CHARITYCHARITABLE GIFT$1,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVEBOSTONMA02115PUBLIC CHARITYCHARITABLE GIFT$1,500
NAHANT HISTORICAL SOCIETY
41 VALLEY ROADNAHANTMA01908PUBLIC CHARITYCHARITABLE GIFT$10,000
ARTS AFTER HOURS
25 EXCHANGE STLYNNMA01901PUBLIC CHARITYCHARITABLE GIFT$1,000
MERCY SHIPS
PO BOX 2020GARDEN VALLEYTX75771PUBLIC CHARITYCHARITABLE GIFT$1,000
OCEAN CONSERVANCY
1300 19TH ST NW 8TH FLOORWASHINGTONDC20036PUBLIC CHARITYCHARITABLE GIFT$1,000
DOCTORS WITHOUT BORDERS
333 7TH AVENEW YORKNY10001PUBLIC CHARITYCHARITABLE GIFT$1,000
THE ITALIAN HOME FOR CHILDREN
1125 CENTRE STREETBOSTONMA02130PUBLIC CHARITYCHARITABLE GIFT$500
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472PUBLIC CHARITYCHARITABLE GIFT$500
NAHANT SWIM INC
430 NAHANT ROADNAHANTMA01908PUBLIC CHARITYCHARITABLE GIFT$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,340TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,331ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,989ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,349ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,349TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$1,970Amt
Net Investment Income$985NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS WITH BROKERCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$148,780BookValueAmt
EOYFMV$698,754EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NONDEDUCTIBLE EXPENSE$164$0$0
FEDERAL TAXES$1,171$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$1,434Amt
Net Investment Income$1,434NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXES - NYCategoryTxt
Amt$125Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,259DisbursementsCharitablePrpsAmt

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