BETA

ROBERT & MAUREEN LUCAS FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROBERT & MAUREEN LUCAS FAMILY FOUNDATION (EIN 95-4666465)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-21
IRS object ID
201700809349100410
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)
Return2017-03-21T13:19:38-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812737245PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LOPEZ ACCOUNTING GROUPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116600 SHERMAN WAY SUITE 280AddressLine1Txt
CityVAN NUYSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954666465EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & MAUREEN LUCAS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8186531539PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1823 GREEN LANEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP910112409ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT LUCASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8186531539PhoneNum
Signature2017-03-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUAN P LOPEZ CPAPreparerPersonNm
PTINP01367411PTIN
Phone8189945562PhoneNum
Preparation2017-03-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address76.94.94.223IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-03-10IPDt
IP Tm09:26:22IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id33FF6A16BB6C059B1A46830D5DA4AF3F90CA5575AtSubmissionCreationDeviceId
At Submission Filing Device Id33FF6A16BB6C059B1A46830D5DA4AF3F90CA5575AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,292,098FMVAssetsEOYAmt
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$27,370DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,370DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,596NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$470,785GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,596CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$39,973TotalRevAndExpnssAmt
Total Net Invst Incm$39,973TotalNetInvstIncmAmt
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$550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$550AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,104OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,104OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$8,104OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$673TaxesRevAndExpnssAmt
Taxes Net Invst Incm$673TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,337TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,777TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,664TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,837TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,777TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,164TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$56,864ExcessRevenueOverExpensesAmt
Net Investment Income$31,196NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$55,678SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,507SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,507SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$947,229CorporateStockBOYAmt
Corporate Stock EOY$955,671CorporateStockEOYAmt
Corporate Stock EOYFMV$955,671CorporateStockEOYFMVAmt
Corporate Bonds BOY$280,932CorporateBondsBOYAmt
Corporate Bonds EOY$312,920CorporateBondsEOYAmt
Corporate Bonds EOYFMV$312,920CorporateBondsEOYFMVAmt
Total Assets BOY$1,283,839TotalAssetsBOYAmt
Total Assets EOY$1,292,098TotalAssetsEOYAmt
Total Assets EOYFMV$1,292,098TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,283,839UnrestrictedBOYAmt
Unrestricted EOY$1,292,098UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,283,839TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,292,098TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,283,839TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,292,098TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,283,839TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$56,864ExcessRevenueOverExpensesAmt
Other Increases$65,123OtherIncreasesAmt
Subtotal$1,292,098SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,292,098TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$178,523$170,998$7,525$7,525
PUBLICLY TRADED SECURITIES$284,419$287,191-$2,772-$2,772
CAPITAL GAINS DIVIDENDS$7,843$7,843$7,843P
FieldValueIRS element (for citing)
Capital Gain Net Income$12,596CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$103,494AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,322,766NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078241DistributionYr1Rt
Adjusted Qlfy Distri Yr2$99,554AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,382,877NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.071990DistributionYr2Rt
Adjusted Qlfy Distri Yr3$99,014AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,376,780NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.071917DistributionYr3Rt
Adjusted Qlfy Distri Yr4$83,533AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,300,396NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064237DistributionYr4Rt
Adjusted Qlfy Distri Yr5$55,315AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,287,653NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042958DistributionYr5Rt
Total Distribution0.329343TotalDistributionRt
Average Distribution0.065869AverageDistributionRt
Net Vl Noncharitable Assets$1,280,266NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$84,330AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$312NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$84,642AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$96,164QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$312InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$312SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,189EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,189TotalPaymentsAndCreditsAmt
Overpayment$877OverpaymentAmt
Applied To ES Tax$877AppliedToESTaxAmt
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 StateCAOrgReportOrRegisterStateCd
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 BooksROBERT LUCASIndividualWithBooksNm
Phone8186536621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1823 GREEN LANEAddressLine1Txt
CityLA CANADACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91011ZIPCd
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
ROBERT LUCAS
823 GREEN LANELA CANADACA91011PRESIDENT5.00$0$0$0
MAUREEN LUCAS
823 GREEN LANELA CANADACA91011SECRETARY/TREASURER5.00$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$1,294,733AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,029AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,299,762TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,299,762AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,496CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,280,266NetVlNoncharitableAssetsAmt
Minimum Investment Return$64,013MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$64,013MinimumInvestmentReturnAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Total Tax$312TotalTaxAmt
Distributable Before Adj$63,701DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$63,701DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$63,701DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,164ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$96,164QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$312PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$95,852AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$63,701DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,042ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,306ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,743ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,150ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,397ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$128,638TotalExcessDistributionCyovAmt
Qualifying Distributions$96,164QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$63,701AppliedToCurrentYearAmt
Remaining Distri From Corpus$32,463RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$161,101TotalCorpusAmt
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$7,042ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$154,059ExcessDistriCyovToNextYrAmt
Excess From Year4$19,306ExcessFromYear4Amt
Excess From Year3$32,743ExcessFromYear3Amt
Excess From Year2$32,150ExcessFromYear2Amt
Excess From Year1$37,397ExcessFromYear1Amt
Excess From Current Year$32,463ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT LUCASContributingManagerNm
Contributing ManagerMAUREEN LUCASContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIDGES
466 FOOTHILL BLVDLA CANADACA91011NONEPCGENERAL SUPPORT$10,000
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038NONEPCGENERAL SUPPORT$10,000
CHILD SHARE
1544 WEST GLENAOKS BLVDGLENDALECA91201NONEPCGENERAL SUPPORT$5,000
KCRW
1900 PICO BLVDSANTA MONICACA90405NONEPCGENERAL SUPPORT$5,000
COACHELLA VALLEY RESCUE MISSION
47470 VAN BUREN STINDIOCA92201NONEPCGENERAL SUPPORT$4,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTHNEW YORKNY10010NONEPCGENERAL SUPPORT$10,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NONEPCGENERAL SUPPORT$10,000
LA CANADA PRESBYTERIAN CHURCH
626 FOOTHILL BLVDLA CANADACA91011NONEPCGENERAL SUPPORT$12,500
NATIONAL IMMIGRATION LAW CENTER
3435 WILSHIRE BLVDLOS ANGELESCA90010NONEPCGENERAL SUPPORT$10,000
PATH
340 N MADISON AVELOS ANGELESCA90004NONEPCGENERAL SUPPORT$10,000
LEUKEMIA & LYMPHONIA SOCIETY
3 INTERNATIONAL DRIVERYE BRROKNY10573NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,500TotalGrantOrContriPdDurYrAmt
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$27,370ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,596ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$39,973ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,973TotalIncomeProducingActyAmt

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 RETURN PREPARATIONCategoryTxt
Amt$550Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$550DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$312,920EOYBookValueAmt
EOYFMV$312,920EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$955,671EOYBookValueAmt
EOYFMV$955,671EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON SECURITIESDesc
Amt$65,123Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORCategoryTxt
Amt$8,104Amt
Net Investment Income$8,104NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,104DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$673Amt
Net Investment Income$673NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.