THE D&L FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE D&L FOUNDATION (EIN 04-6827787)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201612259349100731
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T11:10:04-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042701070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERD & GOLDSTEIN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1671 WORCESTER RD STE 303 | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017015400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046827787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D&L FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | D&LF | BusinessNameControlTxt |
| Phone | 6178647634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BRATTLE STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN ZANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6174918515 | PhoneNum |
| Signature | 2016-08-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS A FELDMAN CPA | PreparerPersonNm |
| PTIN | P00005914 | PTIN |
| Phone | 5088752552 | PhoneNum |
| Preparation | 2016-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,469 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $175,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $60 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $175,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $60 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $875 | AccountingFeesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $400 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $94 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,347 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,347 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $60 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,469 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,469 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $28,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,469 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,275 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,150 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,150 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,975 | UnrestrictedBOYAmt |
| Unrestricted EOY | $46,319 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,344 | ExcessRevenueOverExpensesAmt |
| Subtotal | $46,319 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $46,319 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,107 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,674 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.048424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,385 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,646 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 6.324796 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,002 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,548 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.251222 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $331,854 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $70,332 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 4.718393 | DistributionYr4Rt |
| Total Distribution | 15.342835 | TotalDistributionRt |
| Average Distribution | 3.835709 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,511 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $97,853 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,854 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $146,347 | 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 | $1 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1 | SubtotalAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | NA | WebsiteAddressTxt |
| Individual With Books | BENJAMIN ZANDER | IndividualWithBooksNm |
| Phone | 6178647634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BRATTLE STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN ZANDER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BRATTLE STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NEW ENGLAND CONSERVATORY | Description1Txt |
| Expenses1 | $51,603 | Expenses1Amt |
| Description2 | MUSICIAN SUPPORT | Description2Txt |
| Expenses2 | $51,561 | Expenses2Amt |
| Description3 | DAVID ST. GEORGE MUSIC EDUCATION FUNDING | Description3Txt |
| Expenses3 | $25,002 | Expenses3Amt |
| Description4 | SCHOLARSHIPS | Description4Txt |
| Expenses4 | $18,181 | Expenses4Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,899 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $25,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,276 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,276 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $1,275 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,275 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,347 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $146,347 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $146,346 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,275 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $26,038 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $328,339 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,226 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,153 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,323 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $449,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,347 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,072 | RemainingDistriFromCorpusAmt |
| Total Corpus | $594,151 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,038 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $568,113 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $328,339 | ExcessFromYear4Amt |
| Excess From Year3 | $34,226 | ExcessFromYear3Amt |
| Excess From Year2 | $29,153 | ExcessFromYear2Amt |
| Excess From Year1 | $31,323 | ExcessFromYear1Amt |
| Excess From Current Year | $145,072 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BENJAMIN ZANDER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BRATTLE STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174918515 | RecipientPhoneNum |
| Recipient Email Address | BZ@BENJAMINZANDER.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | INITITAL REQUEST IN EMAIL OR LETTER FORMAT INCLUDING PURPOSE OF FUNDS AND AMOUNT REQUESTED. FUTHER INVESTIGATION OF CAUSE IF DEEMED APPROPIATE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| DAVID ST GEORGE | |||||||
| 45 HODGE ROAD | ARLINGTON | MA | 02474 | TEACHER | MUSIC EDUCTIONAL FUNDING | $25,002 | |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVE | BOSTON | MA | 02115 | MUSIC EDUCATION | MUSICIAN SUPPORT | $51,603 | |
| BOSTON UNIVERSITY | |||||||
| 1 SILBER WAY | BOSTON | MA | 02215 | EDUCATOR | SCHOLARSHIP | $10,000 | |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVE | BOSTON | MA | 02115 | MUSIC EDUCATOR | MUSICIAN SUPPORT | $3,781 | |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVE | BOSTON | MA | 02115 | MUSIC EDUCATION | MUSICIAN SUPPORT | $1,461 | |
| SUE HEINEMAN | |||||||
| 2458 ONTARIO ROAD NW | WASHINGTON DC | DC | 20009 | PAYMENT FOR INSTRUMENT | $5,600 | ||
| KAI ROCKE | |||||||
| 29 HAYDEN STREET | BOSTON | MA | 02120 | MUSICIAN SUPPORT | $4,400 | ||
| LAURENCE LESSER | |||||||
| 26 WALKER STREET | CAMBRIDGE | MA | 02138 | PAYMENT ON VIOLA FOR ARIA CHEREGOSHA | $10,000 | ||
| ARIA CHEREGOSHA | |||||||
| 5403 CAREY PLACE | DURHAM | NC | 27712 | MUSICIAN SUPPORT | $5,000 | ||
| DOMINICK BOYLE | |||||||
| 33 GAINSBOROUGH STREET | BOSTON | MA | 02115 | MUSICIAN SUPPORT | $4,000 | 205B | |
| MARY O'KEEFE | |||||||
| 58-60 BURNETT STREET | JAMAICA PLAIN | MA | 02130 | MUSICIAN SUPPORT | $5,000 | 2 | |
| MICHELLE SUNG | |||||||
| 86 HAMMOND STREET | BOSTON | MA | 02120 | MUSICIAN SUPPORT | $2,500 | 3 | |
| MACKENZIE NEWELL | |||||||
| 10 BUICK STREET | BOSTON | MA | 02215 | MUSICIAN SUPPORT | $3,000 | BOX 8436 | |
| LISA SUSLOWICZ | |||||||
| 9 GATES AVE | MARLBOROUGH | MA | 01752 | GRANT | $5,000 | ||
| FRANK JOHN | |||||||
| 5442 VELVET LANE | SAN ANTONIO | TX | 78219 | FOR NEW INSTRUMENT | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,347 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60 | 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 | CategoryTxt |
| Amt | $875 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $42 |
| SUPPLIES | $53 |
| ROUNDING | -$1 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN FROM OFFICER | Desc |
| BOY Book Value | $9,275 | BOYBookValueAmt |
| EOY Book Value | $10,150 | EOYBookValueAmt |
Comments