ROY AND RUTH SEIBEL FAM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROY AND RUTH SEIBEL FAM FOUNDATION (EIN 20-6408919)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-13
- IRS object ID
- 201631659349100208
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-13T10:10:30-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEMANCHIN & WETTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6245 SHERIDAN DR STE 102 | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142214827 | 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 | 206408919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY AND RUTH SEIBEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROYA | BusinessNameControlTxt |
| Phone | 7163320297 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EAST 89TH STREET APT 15B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN J SEIBEL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2016-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA S ARNOLD CPA | PreparerPersonNm |
| PTIN | P00943465 | PTIN |
| Phone | 7166337607 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $721,038 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,247 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $196,466 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,247 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,927 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,348 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,347 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,306 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,306 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $537 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,492 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,273 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,926 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,926 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $748,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $714,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $714,112 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $756,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $721,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $721,038 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $756,056 | UnrestrictedBOYAmt |
| Unrestricted EOY | $721,038 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $756,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $721,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $756,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $721,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $756,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,744 | ExcessRevenueOverExpensesAmt |
| Subtotal | $757,800 | SubtotalAmt |
| Other Decreases | $36,762 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $721,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM COVERED | P | 2015-01-01 | 2015-12-31 | $54,746 | $56,236 | -$1,490 | -$1,490 |
| LONG TERM COVERED | P | 2000-01-01 | 2015-12-31 | $126,853 | $92,927 | $33,926 | $33,926 |
| 22 APPLE INC | P | 2010-04-29 | 2015-12-02 | $2,585 | $847 | $1,738 | $1,738 |
| 45 MASTERCARD INC | P | 2008-07-24 | 2015-05-18 | $4,166 | $1,175 | $2,991 | $2,991 |
| 22 MASTERCARD INC | P | 2008-07-31 | 2015-12-02 | $2,136 | $547 | $1,589 | $1,589 |
| 30 CHARLES SCHWAB CORP | P | 2008-02-07 | 2015-07-24 | $1,044 | $613 | $431 | $431 |
| 68 CHARLES SCHWAB CORP | P | 2008-02-19 | 2015-07-24 | $2,367 | $1,357 | $1,010 | $1,010 |
| 76 CHARLES SCHWAB CORP | P | 2008-02-19 | 2015-12-02 | $2,569 | $1,517 | $1,052 | $1,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,247 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,490 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $706,123 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04226 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,395 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $620,524 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03931 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,202 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $514,838 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00234 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,304 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $478,790 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05076 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,172 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $452,951 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05116 | DistributionYr5Rt |
| Total Distribution | 0.185823 | TotalDistributionRt |
| Average Distribution | 0.037165 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $747,918 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,796 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $353 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,149 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,992 | 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 | $353 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $353 | SubtotalAmt |
| Tax Based On Investment Income | $353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $704 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $704 | TotalPaymentsAndCreditsAmt |
| Overpayment | $351 | OverpaymentAmt |
| Applied To ES Tax | $351 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN J SEIBEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2127223873 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 E 89TH STREET APT 15B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101286724 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN J SEIBEL | ||||||
| 401 E 89TH STREET | NEW YORK | NY | 10128 | Trustee | 2.00 | $0 |
| ROY E SEIBEL JR | ||||||
| PO BOX 580 | DAMARISCOTTA | ME | 04543 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $742,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $759,308 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $759,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $747,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,396 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $353 | TotalTaxAmt |
| Distributable Before Adj | $37,043 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,043 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,043 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,992 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,992 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $353 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,639 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,568 | UndistributedIncomePYAmt |
| Qualifying Distributions | $32,992 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,568 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $424 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $36,619 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUFFALO OLMSTED PARKS CONSERVANCY | |||||||
| 84 PARKSIDE AVE | BUFFALO | NY | 14214 | NONE | PC | OPERATIONS | $5,000 |
| BUFFALO & ERIE COUNTY BOTANICAL GARDENS | |||||||
| 2655 SOUTH PARK AVENUE | BUFFALO | NY | 14218 | NONE | PC | OPERATIONS | $5,000 |
| THE BUFFALO HISTORY MUSEUM | |||||||
| ONE MUSEUM COURT | BUFFALO | NY | 14216 | NONE | PC | OPERATIONS | $5,000 |
| WNED | |||||||
| PO BOX 1263 | BUFFALO | NY | 14240 | NONE | PC | OPERATIONS | $2,500 |
| FOREST LAWN HERITAGE FOUNDATION | |||||||
| 1411 DELAWARE AVENUE | BUFFALO | NY | 14209 | NONE | PC | OPERATIONS | $1,500 |
| BUFFALO PHILHARMONIC ORCHESTRA | |||||||
| 499 FRANKLIN STREET | BUFFALO | NY | 14202 | NONE | PC | OPERATIONS | $5,000 |
| FRIENDS OF THE NIGHT PEOPLE INC | |||||||
| 394 HUDSON STREET | BUFFALO | NY | 14201 | NONE | PC | OPERATIONS | $2,500 |
| BUFFALO MUSEUM OF SCIENCE | |||||||
| 1020 HUMBOLDT PARKWAY | BUFFALO | NY | 14211 | NONE | PC | OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,680 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,247 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,927 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,927 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $2,695 | Amt |
| Net Investment Income | $1,348 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,347 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $36,762 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PUBLIC NOTICE | $45 | $45 |
| STATE FILING FEE | $100 | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $11,306 | Amt |
| Net Investment Income | $11,306 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $537 | Amt |
Comments