GEORGY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GEORGY FAMILY FOUNDATION (EIN 46-4238546)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-16
- IRS object ID
- 201723209349100627
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-16T15:37:36-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364387304 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER VERCHOTA INC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 N IL ROUTE 31 SUITE 104 | AddressLine1Txt |
| City | CRYSTAL LAKE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464238546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 8154593579 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2720 FEDERAL COURT | AddressLine1Txt |
| City | CRYSTAL LAKE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600121051 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN GEORGY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY R MILLER CPAABV | PreparerPersonNm |
| PTIN | P00286059 | PTIN |
| Phone | 8154778000 | PhoneNum |
| Preparation | 2017-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | C8C7054F90D576DD1F5D4DFCAC09FD3050BFB444 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AA8DE2EE30815E89D62F88DE4E9ECAA91DB53E0E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $575,396 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,916 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $85 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $85 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,332 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,332 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,216 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $111,549 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,633 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,417 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,230 | OtherProfFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $68 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,710 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,633 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,417 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $270,000 | CashBOYAmt |
| Cash EOY | $53,223 | CashEOYAmt |
| Cash EOYFMV | $53,223 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,436 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,436 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $128,527 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $470,737 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $470,737 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $473,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $575,396 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $575,396 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $473,390 | UnrestrictedBOYAmt |
| Unrestricted EOY | $575,396 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $473,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $575,396 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $473,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $575,396 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $473,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,541 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,465 | OtherIncreasesAmt |
| Subtotal | $575,396 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $575,396 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,216 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,006 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $51,393 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $11,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $106 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,710 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $106 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $106 | SubtotalAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $106 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | Yes (true) | 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 |
| Individual With Books | MARILYN GEORGY | IndividualWithBooksNm |
| Phone | 8154593579 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2720 FEDERAL COURT | AddressLine1Txt |
| City | CRYSTAL LAKE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60012 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAUL GEORGY | ||||||||
| 2720 FEDERAL COURT | CRYSTAL LAKE | IL | 600121051 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARILYN GEORGY | ||||||||
| 2720 FEDERAL COURT | CRYSTAL LAKE | IL | 600121051 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| STEVE GEORGY | ||||||||
| 4104 RIGBY | CRYSTAL LAKE | IL | 60014 | VICE PRESIDE | 2.00 | $0 | $0 | $0 |
| JOHN GEORGY | ||||||||
| 1538 AUTUMN CREST | CRYATAL LAKE | IL | 60014 | TREASURER | 2.00 | $0 | $0 | $0 |
| LAURA GEORGY | ||||||||
| 2601 W FRONT VIEW CRES 205 | DENVER | CO | 80211 | SECRETARY | 2.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CHARITY PROVIDES CHILDREN AND YOUNG ADULTS WITH COMPLEX MEDICAL AND DEVELOPMENTAL NEEDS, A LIFETIME OF LOVING CARE, AND PROFESSIONAL SUPPORT IN A PLACE THAT FEELS LIKE HOME. | Description1Txt |
| Expenses1 | $3,700 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 |
| 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) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,710 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,710 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $106 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,604 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $17,710 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $17,710 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,710 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2013-12-03 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,710 | CurrentYearAmt |
| Year1 | $31,006 | Year1Amt |
| Year2 | $51,393 | Year2Amt |
| Year3 | $11,068 | Year3Amt |
| Total | $111,177 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,710 | CurrentYearAmt |
| Year1 | $31,006 | Year1Amt |
| Year2 | $51,393 | Year2Amt |
| Year3 | $11,068 | Year3Amt |
| Total | $111,177 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LITTLE ANGELS CENTER FOR EXCEP CARE | |||||||
| 1435 SUMMIT | ELGIN | IL | 60120 | NONE | 501(C)3 | COMMUNITY OUTREACH PROGRAM | $3,700 |
| GOOD SAMARITAN MINISTRY | |||||||
| 76 W CRYSTAL LAKE AVE | CRYSTAL LAKE | IL | 60014 | NONE | 501(C)3 | COMMUNITY OUTREACH PROGRAM | $1,610 |
| NEW NAME | |||||||
| ELM STREET | MCHENRY | IL | 60050 | NONE | 501(C) 3 | COMMUNITY OUTREACH PROGRAM | $1,980 |
| FIRST WAY LIFE CENTER | |||||||
| 2020 JOHNSBURG RD | JOHNSBURG | IL | 60051 | NONE | 501(C)3 | COMMUNITY OUTREACH PROGRAM | $2,000 |
| TLS VETERANS | |||||||
| 5330 W ELM ST | MCHENRY | IL | 60050 | NONE | 501(C)3 | COMMUNITY OUTREACH PROGRAM | $1,000 |
| DIAPER BANK OF NORTHERN IL | |||||||
| 3705 W ELM STREET | MCHENRY | IL | 60050 | NONE | 501(C)3 | COMMUNITY OUTREACH PROGRAM | $1,000 |
| SAFE FAMILIES FOR CHILDREN | |||||||
| 4503 CHARLES STREET | ROCKFORD | IL | 61108 | NONE | 501(C)3 | COMMUNITY OUTREACH PROGRAM | $150 |
| CASA OF MCHENRY COUNTY | |||||||
| 70 N WILLIAMS ST | CRYSTAL LAKE | IL | 60014 | NONE | 501(C)3 | COMMUNITY OUTREACH PROGRAM | $270 |
| HEART & SOUL FUND | |||||||
| 413 E TERRA COTTA AVE | CRYSTAL LAKE | IL | 60014 | NONE | 501(C)3 | COMMUNITY OUTREACH PROGRAM | $1,500 |
| PURPLE ASPARAGUS | |||||||
| 2545 W DIVERSEY 214 | CHICAGO | IL | 60647 | NONE | 501(C)3 | COMMUNITY OUTREACH PROGRAM | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,710 | 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 | $85 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,332 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,216 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,633 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,633 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $470,737 | BookValueAmt |
| EOYFMV | $470,737 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| SECRETARY OF STATE | $10 |
| OFFICE EXPENSE | $58 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Desc |
| Amt | $9,465 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $1,230 | Amt |