ROBERT AND RENEE KELLY FOUNDATION: Form 990PF, tax year 2016
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- Organization
- ROBERT AND RENEE KELLY FOUNDATION (EIN 77-0547275)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-11
- IRS object ID
- 201711019349100626
- 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
- Accounting Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-11T17:49:48-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steinbruner Hill CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Clock Tower Pl Ste 130 | AddressLine1Txt |
| City | Carmel | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93923 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770547275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robert & Renee Kelly Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8312226111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1168 | AddressLine1Txt |
| City | Pebble Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93953 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Renee Kelly | PersonNm |
| Person Title | CFO & Secretary | PersonTitleTxt |
| Signature | 2017-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Chris Steinbruner | PreparerPersonNm |
| PTIN | P00116183 | PTIN |
| Phone | 8312226111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $613,243 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,823 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $42,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,826 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,454 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,454 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $313 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $55 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,372 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,394 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,553 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $15,138 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $17,388 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $17,388 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $65,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,473 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $587,901 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $587,901 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $503,829 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $705,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $713,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $613,243 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $705,458 | RetainedEarningBOYAmt |
| Retained Earning EOY | $713,867 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $705,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $713,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $705,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $713,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $705,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,159 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,250 | OtherIncreasesAmt |
| Subtotal | $713,867 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $713,867 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,582 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $552,714 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05352 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,488 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $627,069 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09168 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,810 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $666,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03721 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,109 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $650,525 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03245 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,785 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $611,268 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03237 | DistributionYr5Rt |
| Total Distribution | 0.247220 | TotalDistributionRt |
| Average Distribution | 0.049444 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $538,286 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,615 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $294 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,909 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,955 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $587 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $587 | SubtotalAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $340 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $340 | TotalPaymentsAndCreditsAmt |
| Tax Due | $247 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | Steinbruner Hill CPAs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8312226111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Clock Tower Pl Ste 130 | AddressLine1Txt |
| City | Carmel | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93923 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Robert Kelly | ||||||
| 3381 Laureles Lane | Pebble Beach | CA | 93953 | President & CEO | 1.00 | $0 |
| Renee Kelly | ||||||
| 3381 Laureles Lane | Pebble Beach | CA | 93953 | CFO & Secretary | 1.00 | $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 | $512,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,403 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $546,483 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $546,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,197 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $538,286 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $587 | TotalTaxAmt |
| Distributable Before Adj | $26,327 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,327 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,327 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,955 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,955 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $22,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,327 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $536 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $536 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,955 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,955 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $536 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $536 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $2,836 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert Kelly | ContributingManagerNm |
| Contributing Manager | Renee Kelly | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Meals on Wheels of the Monterey Pen | |||||||
| 700 Jewell Avenue | Pacific Grove | CA | 93950 | None | EOF | General Purpose | $15,000 |
| Aim for Mental Health | |||||||
| PO Box 4235 | Carmel | CA | 93921 | None | EOF | General Purpose | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,823 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,826 | 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 | Accounting Fees | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,900 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Correct Excess Distributions Carryover | Desc |
| Amt | $2,250 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $13,454 | Amt |
| Net Investment Income | $13,454 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Attorney General | $25 | $25 |
| Federal Excise Tax | $258 | |
| Franchise Tax Board | $10 | $10 |
| Secretary of State | $20 | $20 |
Comments