CARIDAD FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CARIDAD FOUNDATION (EIN 41-2063104)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-31
IRS object ID
201711519349100206
Schema version
2016v3.0
Note
A later return for the same period supersedes this one.
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)
Return2017-05-31T09:11:13-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARKER & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13000 Armand StAddressLine1Txt
CityMonroeCityNm
State AbbreviationLAStateAbbreviationCd
ZIP71201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412063104EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARIDAD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARIBusinessNameControlTxt
Phone3183873170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4007AddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP71211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIXON ABELLPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-05-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDY S PARKER CPAPreparerPersonNm
PTINP01066100PTIN
Phone3183873170PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,297,911FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$27,976DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,471DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$55,582NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,977GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$55,582CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$83,558TotalRevAndExpnssAmt
Total Net Invst Incm$83,053TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$12,821AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$12,821AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,521OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,521OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$928TaxesRevAndExpnssAmt
Taxes Net Invst Incm$117TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$811TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$230OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$230OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,638TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,862TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,705ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,705ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,205TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,638TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$79,567TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$647ExcessRevenueOverExpensesAmt
Net Investment Income$78,415NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,192CashBOYAmt
Cash EOY$6,558CashEOYAmt
Cash EOYFMV$6,558CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,153SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,740SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,740SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$675AcctRcvblAmt
Acct Rcvbl BOY$923AcctRcvblBOYAmt
Acct Rcvbl EOY$675AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$675AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$7,186PrepaidExpensesBOYAmt
Prepaid Expenses EOY$6,375PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$6,375PrepaidExpensesEOYFMVAmt
Other Investments BOY$1,231,963OtherInvestmentsBOYAmt
Other Investments EOY$1,277,563OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,277,563OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,277,417TotalAssetsBOYAmt
Total Assets EOY$1,297,911TotalAssetsEOYAmt
Total Assets EOYFMV$1,297,911TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,277,417UnrestrictedBOYAmt
Unrestricted EOY$1,297,911UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,277,417TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,297,911TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,277,417TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,297,911TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,277,417TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$647ExcessRevenueOverExpensesAmt
Other Increases$21,141OtherIncreasesAmt
Subtotal$1,297,911SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,297,911TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM GAINS-TD AMERITRADEP2016-01-012016-02-18$1,437$2,023-$586-$586
LONG TERM GAINS-TD AMERITRADEP2010-01-012016-07-01$115,718$80,372$35,346$35,346
Capital Gain Dividends$20,822
FieldValueIRS element (for citing)
Capital Gain Net Income$55,582CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$586NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$106,037AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,359,949NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.07797DistributionYr1Rt
Adjusted Qlfy Distri Yr2$98,268AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,404,803NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06995DistributionYr2Rt
Adjusted Qlfy Distri Yr3$97,164AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,346,992NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07213DistributionYr3Rt
Adjusted Qlfy Distri Yr4$94,307AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,296,066NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07276DistributionYr4Rt
Adjusted Qlfy Distri Yr5$79,679AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,294,925NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06153DistributionYr5Rt
Total Distribution0.354352TotalDistributionRt
Average Distribution0.070870AverageDistributionRt
Net Vl Noncharitable Assets$1,257,966NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$89,152AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$784NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$89,936AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$79,567QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,568InvestmentIncomeExciseTaxAmt
Subtotal$1,568SubtotalAmt
Tax Based On Investment Income$1,568TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,375EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,375TotalPaymentsAndCreditsAmt
Overpayment$4,807OverpaymentAmt
Applied To ES Tax$4,807AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DIXON W ABELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3183873170PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4007AddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114007ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DIXON W ABELL
2403 PARGOUD LANDINGMONROELA71201President1.00$0
MARTHA C ABELL
2403 PARGOUD LANDINGMONROELA71201Secretary1.00$0
HELEN ABELL TUFT
2403 PARGOUD LANDINGMONROELA71201Treasurer1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,236,264AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,279AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,580FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,277,123TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,277,123AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,157CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,257,966NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,898MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,898MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,568TaxBasedOnInvestmentIncomeAmt
Total Tax$1,568TotalTaxAmt
Distributable Before Adj$61,330DistributableBeforeAdjAmt
Distributable Before Ded$61,330DistributableBeforeDedAmt
Distributable As Adjusted$61,330DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$79,567ExpensesAndContributionsAmt
Qualifying Distributions$79,567QualifyingDistributionsAmt
Adjusted Qualifying Distri$79,567AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$61,330DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$15,225ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,790ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$40,142ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$31,328ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$39,662ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$157,147TotalExcessDistributionCyovAmt
Qualifying Distributions$79,567QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$61,330AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,237RemainingDistriFromCorpusAmt
Total Corpus$175,384TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,225ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$160,159ExcessDistriCyovToNextYrAmt
Excess From Year4$30,790ExcessFromYear4Amt
Excess From Year3$40,142ExcessFromYear3Amt
Excess From Year2$31,328ExcessFromYear2Amt
Excess From Year1$39,662ExcessFromYear1Amt
Excess From Current Year$18,237ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDIXON W ABELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 4007AddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP71211ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3183873170RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC REQUIREMENTSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OUACHITA CHRISTIAN SCHOOL
7065 HWY 165 NMONROELA71203NONENCEDUCATIONAL$9,862
BAYOU DESIARD COUNTRY CLUB
3501 FORSYTHE AVENUEMONROELA71201NONENCCHARITABLE$2,243
FRANKLIN PARISH STEER PROJECT
1010 BOSWORTH STREETWINNSBOROLA71295NONENCCHARITABLE$4,000
FOOD BANK OF NORTHEAST LOUISIANA
PO BOX 5048MONROELA71211NONEPOFCHARITABLE$5,000
CANCER FOUNDATION LEAGUE
411 CALYPSO STREETMONROELA71201NONENCEDUCATIONAL$1,000
LEARNING TECH SCHOOL
2401 OLIVER ROADMONROELA71201NONEPOFEDUCATIONAL$2,000
LOUISIANA TECH UNIVERSITY FOUNDATIO
PO BOX 3183RUSTONLA71272NONEPOFEDUCATIONAL$3,000
UNITED WAY OF NORTHEAST LOUISIANA
1201 HUDSON LANEMONROELA71201NONEPCCHARITABLE$1,000
STRAUSS THEATER CENTER
1300 LAMY LANEMONROELA71201NONEPOFCHARITABLE$2,500
WARRIOR ALUMNI ATHLETIC FOUNDATION
101 SILVER DRIVEMONROELA71203NONEEOFCULTURAL$5,000
JESUS THE GOOD SHEPHERD SCHOOL
900 GOOD SHEPHERD LANEMONROELA71201NONEPOFEDUCATIONAL$5,000
RAYS OF SONSHINE
215 ARKANSAS AVENUEMONROELA71201NONENCCHARITABLE$3,000
LDS CHURCH
50 E NORTH TEMPLE ST FL 15SALT LAKE CITYUT84150NONENCCHARITABLE$15,000
DAVID TOMS FOUNDATION
1111 ACADEMY DRIVESHREVEPORTLA71115NONENCCHARITABLE$4,000
ULM ATHLETIC FOUNDATION
700 UNIVERSITY AVENUEMONROELA71209NONENCCHARITABLE$1,000
VARIOUS GIFTS UNDER 1000
MISCELLANEOUSMONROELA71201NONENCCHARITABLE$2,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,705TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$27,976ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$55,582ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$83,558ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83,558TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUTING FEESCategoryTxt
Amt$12,821Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$12,821DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS-TD AMERITRADECategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,277,563BookValueAmt
EOYFMV$1,277,563EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL SECRETARY OF STATE FEES$10$10
MISCELLANEOUS$122$122
POSTAGE$98$98

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEESCategoryTxt
Amt$4,521Amt
Net Investment Income$4,521NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$811$811
FOREIGN TAX PAID$117$117

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