BETA

LEONARD J & ETHEL H SMITH CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LEONARD J & ETHEL H SMITH CHARITABLE FOUNDATION INC (EIN 65-0743750)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-13
IRS object ID
201731339349100318
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)
Return2017-05-13T13:30:30-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223379851PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARDILLO & CO CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1POBOX 388AddressLine1Txt
CityMARTINSVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP08836ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650743750EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEONARD J & ETHEL H SMITH CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEONBusinessNameControlTxt
Phone3102082468PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11814 PREUSS ROADAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGAIL BUCKLEYPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3056544460PhoneNum
Signature2017-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRalph CardilloPreparerPersonNm
PTINP01415483PTIN
Phone7324696300PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.85.231.38IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-13IPDt
IP Tm14:29:20IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id61D0D4EEAC75C49F30914790026BFC66FB01520DAtSubmissionCreationDeviceId
At Submission Filing Device IdA72B049F0DCF11AAA92885FCFD95C73848E9FA52AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$349,320FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
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$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$1,875InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,385TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,085TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,085ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$264,685CorporateStockBOYAmt
Corporate Stock EOY$264,685CorporateStockEOYAmt
Corporate Stock EOYFMV$349,320CorporateStockEOYFMVAmt
Total Assets BOY$264,685TotalAssetsBOYAmt
Total Assets EOY$264,685TotalAssetsEOYAmt
Total Assets EOYFMV$349,320TotalAssetsEOYFMVAmt
Other Liabilities BOY$15,636OtherLiabilitiesBOYAmt
Other Liabilities EOY$38,743OtherLiabilitiesEOYAmt
Total Liabilities BOY$15,636TotalLiabilitiesBOYAmt
Total Liabilities EOY$38,743TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$249,049UnrestrictedBOYAmt
Unrestricted EOY$225,942UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$249,049TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$225,942TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$264,685TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$264,685TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$249,049TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,085ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$225,964SubtotalAmt
Other Decreases$22OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$225,942TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,900AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$302,754NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045912DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,250AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$332,204NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.027844DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$218,439NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054935DistributionYr3Rt
Adjusted Qlfy Distri Yr4$21,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$176,277NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.119131DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,229AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$439,654NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061933DistributionYr5Rt
Total Distribution0.309755TotalDistributionRt
Average Distribution0.061951AverageDistributionRt
Net Vl Noncharitable Assets$387,625NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,014AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,014AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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 BooksGAIL BUCKLEYIndividualWithBooksNm
Phone3108368514PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11814 PREUSS ROADAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90035ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ETHEL H SMITH
1814 PREUSS RDLOS ANGELESCA90035VICE PRESIDENT5.00$0$0$0
GAIL S BUCKLEY
1814 PREUSS RDLOS ANGELESCA90035SECRETARY20.00$0$0$0
DR NEIL S SMITH
36 LONGVIEW DRIVEGREENBROOKNJ08812TRUSTEE2.00$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$393,528AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$393,528TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$393,528AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,903CashDeemedCharitableAmt
Net Vl Noncharitable Assets$387,625NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,381MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,381MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$19,381DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,381DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,381DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$19,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,381DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,601ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,186ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,078ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$15,865TotalExcessDistributionCyovAmt
Qualifying Distributions$19,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,381AppliedToCurrentYearAmt
Remaining Distri From Corpus$319RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$16,184TotalCorpusAmt
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$2,601ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$13,583ExcessDistriCyovToNextYrAmt
Excess From Year4$12,186ExcessFromYear4Amt
Excess From Year3$1,078ExcessFromYear3Amt
Excess From Current Year$319ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGAIL BUCKLEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11814 PREUSS ROADAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90035ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3108368514RecipientPhoneNum
Recipient Email Addressstellasgrandma@gmail.coRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUEST DESCRIBING CHARITABLE ORGANIZATION, PURPOSE OF , AND AMOUNT REQUESTEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BREAST CANCER RESEARCH FOUNDATION
60 E 56TH STNEW YORKNY10022RESEARCH$150
GORDON JCC
801 PERCYWARNER BLVDNASHVILLETN37205CHARITABLE$520
HADASSAH
40 WALL STREETNEW YORKNY10005CHARITABLE$400
JEWISH FEDERATION OF NASHVILLE
801 PERCYWARNER BLVDNASHVILLETN37205CHARITABLE$400
LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVEWHITE PLAINSNY10605RESEARCH$300
NASHVILLE HUMANE SOCIETY
213 OCEOLA AVENASHVILLETN37209CHARITABLE$100
NASHVILLE PUBLIC RADIO
630 MAINSTREAM DRIVENASHVILLETN37228CHARITABLE$70
NASHVILLE SYMPHONY
ONE SYMPHONY PLACENASHVILLETN37201CHARITABLE$1,000
ORT AMERICA
75 MAIDEN LANENEW YORKNY10038CHARITABLE$400
PARKINSONS COMMUNITY LA
117 W 9TH STREETLOS ANGELESCA90015RESEARCH$5,000
SHADOWLAND THEATER
157 CANAL STREETELLENSVILLENY12428CHARITABLE$600
STAND UP TO CANCER
BOX 843721LOS ANGELESCA90084RESEARCH$1,200
TEMPLE SHALOM
608 S HILL STLOS ANGELESCA90014CHARITABLE$300
THE BELCOURT CAMPAIGN
2102 BELCOURT AVENASHVILLETN37212CHARITABLE$150
CHEEKWOOD BOTANICAL GARDEN
1200 FORREST PARKNASHVILLETN37205CHARITABLE$100
COUNTRY MUSIC HALL OF FAME
222 FIFTH AVENASHVILLETN37203CHARITABLE$1,000
FISHER HOUSE FOUNDATION
111 ROCKVILLE PIKEROCKVILLEMD20850CHARITABLE$100
FRIST CENTER FOR THE ARTS
919 BROADWAYNASHVILLETN37203CHARITABLE$1,000
THE TEMPLE
5015 HARDING ROADNASHVILLETN37205CHARITABLE$1,760
SMITH COLLEGE
7 COLLEGE LANENORTHAMPTONMA01063EDUCATION$150
WILDWOOD
12201 WASHINGTON PLACELOS ANGELESCA90066CHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

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

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementPROVIDE CASH FOR CHARITABLE CONTRIBUTIONSRelationshipStatementTxt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$264,685EOYBookValueAmt
EOYFMV$349,320EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXDesc
Amt$22Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN LOANDesc
BOY Book Value$15,636BOYBookValueAmt
EOY Book Value$38,743EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCA FRANCHISE TAXCategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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