ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL (EIN 23-6260105)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-16
- IRS object ID
- 201721369349100422
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-16T14:23:51-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232749044 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEE BERGVALL & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 754 | AddressLine1Txt |
| City | WARRINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189760754 | 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 | 236260105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM AND MARIA SARAH SEYBERT | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTION FOR POOR BOYS AND GIRLS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADAM | BusinessNameControlTxt |
| Phone | 2156969336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1286 | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARDSON SEDMAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA R BERGVALL CPA | PreparerPersonNm |
| PTIN | P00133440 | PTIN |
| Phone | 2153432727 | PhoneNum |
| Preparation | 2017-05-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 6A36CA13AE06D1942A6C1A9528B806B6F3FC4756 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6A36CA13AE06D1942A6C1A9528B806B6F3FC4756 | AtSubmissionFilingDeviceId |
| 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 | $6,857,393 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $145,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,374 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,711 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $457,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,711 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $580 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $298,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,096 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $30,719 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $30,719 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,688 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,677 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,750 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,699 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,698 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,473 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,240 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $264,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $264,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $394,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $366,595 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,452 | CashBOYAmt |
| Cash EOY | $4,870 | CashEOYAmt |
| Cash EOYFMV | $4,870 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,968 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $3,728,743 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,754,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,911,618 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,069,402 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,966,852 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,940,905 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,819,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,726,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,857,393 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $4,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,815,565 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,726,173 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,815,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,726,173 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,819,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,726,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,815,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,000 | OtherIncreasesAmt |
| Subtotal | $5,726,173 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,726,173 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 467.75SHS VANGUARD SHORT-TERM INV GR | P | 2016-01-21 | $4,949 | $5,013 | -$64 | -$64 | |
| 465.282SHS VANGUARD SHORT-TERM INV G | P | 2016-04-27 | $4,979 | $4,987 | -$8 | -$8 | |
| 5502.283SHS VANGUARD TOTAL BOND MKT | P | 2016-05-12 | $60,250 | $60,218 | $32 | $32 | |
| 140.659SHS VANGUARD WINDSOR II FUND | P | 2016-05-12 | $8,500 | $7,987 | $513 | $513 | |
| 1329.056SHS VANGUARD TOTAL INTERNATI | P | 2016-05-12 | $29,000 | $28,617 | $383 | $383 | |
| 3886.66SHS VANGUARD INTERMEDIATE-TER | P | 2016-05-12 | $38,750 | $37,815 | $935 | $935 | |
| 792.91SHS VANGUARD SHORT-TERM INV GR | P | 2016-05-12 | $8,500 | $8,498 | $2 | $2 | |
| 1073.38SHS VANGUARD TOTAL STOCK MARK | P | 2016-05-12 | $55,000 | $36,128 | $18,872 | $18,872 | |
| 458.156SHS VANGUARD SHORT-TERM INV G | P | 2016-07-27 | $4,939 | $4,910 | $29 | $29 | |
| 258.856SHS PRIMECAP FUND ADMIRAL | P | 2016-09-21 | $28,738 | $18,854 | $9,884 | $9,884 | 2016-09-20 |
| 208.514SHS TOTAL STOCK MKE IDX ADM | P | 2016-09-21 | $11,262 | $7,055 | $4,207 | $4,207 | 2016-09-20 |
| 469.886SHS SHORT-TERM INVEST-GR ADM | P | 2016-10-19 | $5,061 | $5,036 | $25 | $25 | 2016-09-20 |
| 235.077SHS PRIMECAP FUND ADMIRAL | P | 2016-11-14 | $26,228 | $17,122 | $9,106 | $9,106 | 2016-09-20 |
| 1124.186SHS TOTAL STOCK MKE IDX ADM | P | 2016-11-14 | $61,133 | $38,036 | $23,097 | $23,097 | 2016-09-20 |
| 428.847SHS WINDSOR II FUND ADM | P | 2016-11-14 | $27,638 | $24,369 | $3,269 | $3,269 | 2016-09-20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,711 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $49,588 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $331,792 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,902,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048069 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $353,999 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,964,928 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050826 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $384,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,491,071 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059208 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $230,186 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,844,628 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039384 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $286,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,501,719 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052029 | DistributionYr5Rt |
| Total Distribution | 0.249516 | TotalDistributionRt |
| Average Distribution | 0.049903 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,634,149 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $331,064 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,706 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $333,770 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $366,595 | 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 | $2,706 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,706 | SubtotalAmt |
| Tax Based On Investment Income | $2,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,379 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,379 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,673 | OverpaymentAmt |
| Applied To ES Tax | $5,412 | AppliedToESTaxAmt |
| Refund | $3,261 | RefundAmt |
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 |
| 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 | WWW.SEYBERTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DIANA LOUKEDIS DOHERTY | IndividualWithBooksNm |
| Phone | 2156969336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 BELMONT SQUARE | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| DARIO BELLOT | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| AISHAH MILLER | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | VICE PRESIDE | 1.50 | $0 | $0 | $0 |
| LINDA WHITE | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | SECRETARY | 1.50 | $0 | $0 | $0 |
| RICHARDSON SEDMAK | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | TREASURER | 2.00 | $0 | $0 | $0 |
| JULIE COUSLER EMIG | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| OBINNA I ABARA ESQ | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEEPA VASUDEVAN | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LANDON JONES ESQ | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CICELY PETERSON-MANGUM ESQ | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA LOUKEDIS DOHERTY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 BELMONT SQUARE | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MGMT SERVICES | ServiceTypeTxt |
| Compensation | $67,500 | CompensationAmt |
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 | $6,705,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,735,177 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,735,177 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,634,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,707 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,707 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,706 | TotalTaxAmt |
| Distributable Before Adj | $329,001 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $329,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $329,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $366,595 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $366,595 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,706 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $363,889 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,001 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $4,530 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $366,595 | QualifyingDistributionsAmt |
| Applied To Current Year | $329,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,594 | RemainingDistriFromCorpusAmt |
| Total Corpus | $42,124 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $42,124 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,530 | ExcessFromYear2Amt |
| Excess From Current Year | $37,594 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANA LOUKEDIS DOHERTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1286 | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156969336 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE FOR GRANT FORMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT DUE DATES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE RESTRICTED TO THE BENEFIT OF POOR BOYS AND GIRLS RESIDING IN PHILADELPHIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1812 PRODUCTIONS | ||||||
| 2329 S 3RD ST | PHILADELPHIA | PA | 19148 | 501(C)3 | GENERAL OPERATING | $3,500 |
| A LITTLE TASTE OF EVERYTHING | ||||||
| 4919 PENTRIDGE STREET | PHILADELPHIA | PA | 19143 | 501(C)3 | GENERAL OPERATING | $2,000 |
| ADOPTION CENTER OF DELAWARE VALLEY | ||||||
| 1500 WALNUT ST | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $3,000 |
| AFTER SCHOOL ACTIVITIES PARTNERSHIP | ||||||
| 1520 LOCUST ST | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $5,000 |
| AFTER-SCHOOL ALL-STARS | ||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $3,000 |
| ART SPHERE | ||||||
| 915 SPRING GARDEN ST 4 | PHILADELPHIA | PA | 19123 | 501(C)3 | GENERAL OPERATING | $2,500 |
| ARTISTAS Y MUSICOS LATINO AMERICANO | ||||||
| 4261 N 5TH ST | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $5,000 |
| ASIAN AMERICANS UNITED | ||||||
| 1023 CALLOWHILL ST | PHILADELPHIA | PA | 19123 | 501(C)3 | GENERAL OPERATING | $4,000 |
| ASIAN ARTS INITIATIVE | ||||||
| ASIAN ARTS INITIATIVE | PHILADELPHIA | PA | 19107 | 501(C)3 | GENERAL OPERATING | $3,000 |
| THE ATTIC YOUTH CENTER | ||||||
| 255 S 16TH ST | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $5,000 |
| AWBURY ARBORETUM ASSOC | ||||||
| 1 AWBURY RD | PHILADELPHIA | PA | 19138 | 501(C)3 | GENERAL OPERATING | $3,000 |
| BREAKTHROUGH OF GREATER PHILADELPHI | ||||||
| 34 WEST COULTER ST | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $3,000 |
| CAMP ENDEAVOR INC | ||||||
| 909 N 19TH ST | PHILADELPHIA | PA | 19130 | 501(C)3 | GENERAL OPERATING | $2,500 |
| CENTER FOR EMERGING VISUAL ARTS | ||||||
| 237 S 18TH ST SUITE 3A | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $3,500 |
| CENTER FOR GRIEVING CHILDREN TEENS | ||||||
| 1139 LUZERNE ST | PHILADELPHIA | PA | 19124 | 501(C)3 | GENERAL OPERATING | $4,000 |
| CENTRO NUEVA CREACION | ||||||
| 185 WEST TIOGA STREET | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $3,000 |
| COLLEGE POSSIBLE PHILADELPHIA | ||||||
| 2000 HAMILTON ST SUITE | PHILADELPHIA | PA | 19130 | 501(C)3 | GENERAL OPERATING | $2,000 |
| COLLEGE PREP AT PENN CHARTER | ||||||
| 3000 W SCHOOL HOUSE LANE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $2,000 |
| COMMONWEALTH YOUTHCHOIRS | ||||||
| 35 WEST CHELTEN AVE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $3,000 |
| CONCERNED BLACK MEN INC | ||||||
| 7200 N 21ST ST | PHILADELPHIA | PA | 19138 | 501(C)3 | GENERAL OPERATING | $1,500 |
| COSACOSA ART AT LARGE | ||||||
| 4427 MAIN ST | PHILADELPHIA | PA | 19127 | 501(C)3 | GENERAL OPERATING | $4,000 |
| DANCING CLASSROOMS PHILLY | ||||||
| 4226 SPRUCE ST | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $3,000 |
| ESPERANZA IMMIGRATION LEGAL SERVICE | ||||||
| 4261 N 5TH STREET | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $4,000 |
| EXCEL PHILLY INC | ||||||
| 1126 LINDLEY AVE STE 2 | PHILADELPHIA | PA | 19141 | 501(C)3 | GENERAL OPERATING | $1,500 |
| FRANCISVILLE NEIGHBORHOOD DEVELOPME | ||||||
| 1708 RIDGE AVENUE | PHILADELPHIA | PA | 19030 | 501(C)3 | GENERAL OPERATING | $4,000 |
| GEORGIA E GREGORY INTERDENOMINATIO | ||||||
| 1628-30 WEST ALLEGHENY AV | PHILADELPHIA | PA | 19132 | 501(C)3 | GENERAL OPERATING | $3,000 |
| GIVING OF SELF PARTNERSHIP | ||||||
| 6101 LIMEKILN PIKE | PHILADELPHIA | PA | 19141 | 501(C)3 | GENERAL OPERATING | $3,000 |
| GREATER PHILADELPHIA DIAPER BANK | ||||||
| 1 YALE DR | RICHBORO | PA | 18954 | 501(C)3 | GENERAL OPERATING | $4,000 |
| HISTORIC GERMANTOWN | ||||||
| 5501 GERMANTOWN AVE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $3,000 |
| HOMELESS ADVOCACY PROJECT | ||||||
| 42 SOUTH 15TH ST 4TH FL | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $4,000 |
| INN DWELLING | ||||||
| 109 E PRICE ST | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| INTERNATIONAL BALLET EXCHANGE | ||||||
| 38 EAST SCHOOLHOUSE LN | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $2,000 |
| LANTERN THEATER COMPANY | ||||||
| PO BOX 53428 | PHILADELPHIA | PA | 19105 | 501(C)3 | GENERAL OPERATING | $2,500 |
| LIVECONNECTIONSORG | ||||||
| 3025 WALNUT ST | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $4,000 |
| METROPOLITAN BALLET COMPANY | ||||||
| 1316 WARNER RD | JENKINTOWN | PA | 19046 | 501(C)3 | GENERAL OPERATING | $3,000 |
| MIGHTY WRITERS | ||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | 501(C)3 | GENERAL OPERATING | $4,000 |
| MONKEY & THE ELEPHANT | ||||||
| 2831 W GIRARD AVE | PHILADELPHIA | PA | 19130 | 501(C)3 | GENERAL OPERATING | $2,500 |
| MUSICOPIA | ||||||
| 2001 MARKET STREET SUITE | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $4,000 |
| NATIONAL NURSING CENTERS CONSORTIUM | ||||||
| 260 S BROAD STREET | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $5,000 |
| NEIGHBORHOOD BIKE WORKS | ||||||
| 3943 LANCASTER AVE | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $4,000 |
| NORTHLIGHT COMMUNITY CENTER | ||||||
| 175 GREEN LANE | PHILADELPHIA | PA | 19127 | 501(C)3 | GENERAL OPERATING | $2,500 |
| NORTHWEST PHILA INTERFAITH HOSPITA | ||||||
| 7047 GERMANTOWN AVE | PHILADELPHIA | PA | 19119 | 501(C)3 | GENERAL OPERATING | $5,000 |
| ONE HOUSE AT A TIME | ||||||
| 411 SUSQUEHANNA ROAD | AMBLER | PA | 19002 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILADELPHIA CITY ROWING | ||||||
| 450 PLYMOUTH ROAD SUITE | PLYMOUTH MEETING | PA | 19462 | 501(C)3 | GENERAL OPERATING | $2,000 |
| PHILADELPHIA READS | ||||||
| 1709 BENJAMIN FRANKLIN PK | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILADELPHIA WOODEN BOAT FACTORY | ||||||
| 4520 WORTH ST STE L2 | PHILADELPHIA | PA | 19124 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILADELPHIA YOUNG PLAYWRIGHTS | ||||||
| 1709 BENJAMIN FRANKLIN PA | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $4,000 |
| PHILADELPHIA YOUTH BASKETBALL INC | ||||||
| 1735 MARKET STREET 50TH | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $3,500 |
| PLAYWORKS EDUCATION ENERGIZED | ||||||
| 1518 WALNUT ST PENTHOUSE | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PORTSIDE ART CENTER | ||||||
| 2531 E LEHIGH AVE | PHILADELPHIA | PA | 19125 | 501(C)3 | GENERAL OPERATING | $2,500 |
| PROVIDENCE CENTER | ||||||
| 2635 NORTH 4TH ST | PHILADELPHIA | PA | 19133 | 501(C)3 | GENERAL OPERATING | $5,000 |
| RESOURCES FOR HUMAN DEVELOPMENT FOR | ||||||
| PO BOX 431 | DREXEL HILL | PA | 19026 | 501(C)3 | GENERAL OPERATING | $5,000 |
| RESOURCES FOR HUMAN DEVT FOR WOMEN' | ||||||
| PO BOX 40748 | PHILADELPHIA | PA | 19107 | 501(C)3 | GENERAL OPERATING | $4,000 |
| ROCK TO THE FUTURE | ||||||
| PO BOX 29324 | PHILADELPHIA | PA | 19125 | 501(C)3 | GENERAL OPERATING | $4,000 |
| SAVANNAH CHAMBER PLAYERS INC AKA P | ||||||
| PO BOX 22363 | PHILADELPHIA | PA | 19110 | 501(C)3 | GENERAL OPERATING | $4,000 |
| SHELTERED YOGA | ||||||
| PO BOX 308 | COLUMBUS | NJ | 08022 | 501(C)3 | GENERAL OPERATING | $2,500 |
| SISTER CITIES GIRLCHOIR | ||||||
| PO BOX 15277 | PHILADELPHIA | PA | 19125 | 501(C)3 | GENERAL OPERATING | $4,000 |
| SPARK PROGRAM INC | ||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $4,000 |
| SPIRAL Q PUPPET THEATER | ||||||
| 4100 HAVERFORD AVE | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $5,000 |
| STARFINDER FOUNDATION | ||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | 501(C)3 | GENERAL OPERATING | $3,000 |
| STEPPINGSTONE SCHOLARS | ||||||
| 4112 STATION ST UNIT D | PHILADELPHIA | PA | 19127 | 501(C)3 | GENERAL OPERATING | $3,000 |
| SUMMER SEARCH PHILADELPHIA | ||||||
| 1528 WALNUT STREET STE 1 | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $4,000 |
| SUNRISE OF PHILADELPHIA INC | ||||||
| 907 CANTRELL ST | PHILADELPHIA | PA | 19148 | 501(C)3 | GENERAL OPERATING | $3,000 |
| TALLER PUERTORRIQUENO | ||||||
| 2721 N 5TH ST | PHILADELPHIA | PA | 19133 | 501(C)3 | GENERAL OPERATING | $3,000 |
| TEAMUP PHILLY (FORMERLY KATIE AT TH | ||||||
| 111 FORREST AVE 2 | NARBERTH | PA | 19072 | 501(C)3 | GENERAL OPERATING | $4,000 |
| TEEN UPRISE | ||||||
| 6301 RIDGE AVE | PHILADELPHIA | PA | 19128 | 501(C)3 | GENERAL OPERATING | $2,500 |
| TREE HOUSE BOOKS | ||||||
| 1430 W SUSQUEHANNA AVE | PHILADELPHIA | PA | 19121 | 501(C)3 | GENERAL OPERATING | $5,000 |
| TRISKELES INC | ||||||
| 707 EAGLEVIEW BLVD 105 | EXTON | PA | 19341 | 501(C)3 | GENERAL OPERATING | $2,500 |
| URBAN AFFAIRS COALITION | ||||||
| 1207 CHESTNUT ST | PHILADELPHIA | PA | 19107 | 501(C)3 | GENERAL OPERATING | $3,500 |
| WEAVER'S WAY COMMUNITY PROGRAMS | ||||||
| 559 CARPENTER LANE | PHILADELPHIA | PA | 19119 | 501(C)3 | GENERAL OPERATING | $3,000 |
| WEST PARK CULTURAL CENTER | ||||||
| 5114 PARKSIDE AVENUE | PHILADELPHIA | PA | 19131 | 501(C)3 | GENERAL OPERATING | $4,000 |
| WEST PHILADELPHIA ALLIANCE FOR CHIL | ||||||
| 3603 HAMILTON STREET | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $5,000 |
| YOUTH SENTENCING AND RE-ENTRY PROJE | ||||||
| 123 S BROAD STREET 24TH | PHILADELPHIA | PA | 19109 | 501(C)3 | GENERAL OPERATING | $5,000 |
| YOUTH UNITED FOR CHANGE INC | ||||||
| 1910 N FRONT ST | PHILADELPHIA | PA | 19122 | 501(C)3 | GENERAL OPERATING | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $264,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,374 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152,711 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $27 | ||
| TAX REFUND | 1 | $553 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $298,649 | ExclusionAmt |
| Related Or Exempt Function Incm | $27 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,676 | 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 | TAXPREPARATION990PF | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,688 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD TRUST | BondNm |
| EOY Book Value | $1,966,852 | EOYBookValueAmt |
| EOYFMV | $1,940,905 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARDTRUST | StockNm |
| EOY Book Value | $3,754,451 | EOYBookValueAmt |
| EOYFMV | $4,911,618 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $30,719 | LegalFeesAmt |
| Disbursements Charitable Prps | $30,719 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADMINISTRATIVEEXPENSES | $2,329 | $233 | $2,096 |
| DUES&SUBSCRIPTIONS | $2,090 | $2,090 | |
| INSURANCE-LIABILITY | $1,334 | $1,334 | |
| MISCELLANEOUS | $720 | $720 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MISCELLANEOUS INCOME | $27 |
| TAX REFUND | $553 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $6,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANTFEES | $67,500 | $6,750 | $60,750 |
| INVESTMENT FEES | $19,927 | $19,927 |
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