BGDG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BGDG FOUNDATION (EIN 47-2555595)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202513109349101226
- Schema version
- 2024v5.2
- 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 | 2025-11-06T10:46:54-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455533242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Bradshaw PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 S Commerce Dr Ste 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472555595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGDG Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BGDG | BusinessNameControlTxt |
| Phone | 8019305309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 E Cottonwood Pkwy 450 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Woolley | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russell E Anderson | PreparerPersonNm |
| PTIN | P00363591 | PTIN |
| Phone | 8012814700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,022,210 | 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 | $205,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,529 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $205,529 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $177,456 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $177,456 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $177,456 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$207,084 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,206,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,234,748 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,197,548 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $22,968 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,881 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $3,240,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,225,621 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,041 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $50,068 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $50,068 | LegalFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $42,350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,350 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $92,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,361 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,361 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,009,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,133,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $51,041 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,313 | CashBOYAmt |
| Cash EOY | $36,515 | CashEOYAmt |
| Cash EOYFMV | $36,515 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $4,471,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,471,943 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $25,339 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $811,307 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $25,339 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $25,339 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,956,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,386,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,879,546 | CorporateStockEOYFMVAmt |
| Other Investments BOY | -$287,257 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $637,586 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $608,867 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,548,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,558,273 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,022,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,548,639 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,558,273 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,548,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,558,273 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,548,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,558,273 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,548,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,009,634 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,558,273 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,558,273 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LV Society, LLC | P | 2020-01-01 | 2024-12-27 | $1,231,940 | $1,231,940 | $1,231,940 | |
| LV Amigo II, LLC | P | 2020-12-31 | 2024-12-27 | $75,873 | $75,873 | $75,873 | |
| WE Eastern Investments LLC | P | 2021-09-02 | 2024-12-27 | $105,915 | $105,915 | $105,915 | |
| LV Maule, LLC | P | 2020-01-01 | 2024-12-27 | $1,719,139 | $1,719,139 | $1,719,139 | |
| Wells Fargo ST Covered | P | 2024-01-01 | 2024-12-31 | $356,260 | $22,968 | $22,968 | $333,292 |
| Wells Fargo LT Covered | P | 2023-01-01 | 2024-12-31 | $745,621 | $41,713 | $41,713 | $703,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,197,548 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22,968 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,552 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,552 | SubtotalAmt |
| Tax Based On Investment Income | $43,552 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,441 | EsPenaltyAmt |
| Tax Due | $45,993 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth Woolley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8012814700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 S Commerce Drive Ste 300 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84107 | 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 | Yes (true) | 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 |
| Business Holdings | Yes (true) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kenneth Woolley | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 E Cottonwood Prky 450 | AddressLine1Txt |
| City | Salt Lake City | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 | $3,001,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,514,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $634,206 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,149,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,149,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,072,413 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $253,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $253,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,552 | TotalTaxAmt |
| Distributable Before Adj | $210,069 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $210,069 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $210,069 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,361 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $138,361 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,069 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $6,135 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,005,232 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,011,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,361 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $138,361 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $71,708 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $71,708 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,939,659 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,939,659 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,939,659 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kenneth Woolley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Leukemia Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | N/A | EOF | Charitable Contribution | $3,500 |
| Intermountain Healthcare Foundation | |||||||
| 36 S State St | SLC | UT | 84111 | N/A | EOF | Charitable donation | $72,032 |
| WPR Cares | |||||||
| 36 S State St Ste 500 | Salt Lake City | UT | 84111 | N/A | EOF | Charitable Contribution | $5,000 |
| Obontu | |||||||
| 9486 Aztec Dr | Cedar Hills | UT | 84062 | N/A | EOF | Charitable Contribution | $6,000 |
| Jazz Mentors Foundation | |||||||
| 2220 E Bengal Blvd | Cottonwood Heights | UT | 84121 | N/A | EOF | Charitable Contribution | $25,000 |
| Alliance Community Services | |||||||
| 2810 N Church St 53748 | Wilmington | DE | 19802 | N/A | EOF | Charitable Contribution | $119 |
| Schoolfundrorg | |||||||
| 925 Payne Ave B2 | St Paul | MN | 55130 | N/A | EOF | Charitable Contribution | $210 |
| Network for Good | |||||||
| 1140 Connecticut Ave NW Ste 700 | Washington | DC | 20036 | N/A | EOF | Charitable Contribution | $3,000 |
| Neuroworx | |||||||
| 90 Albion Village Way | Sandy | UT | 84070 | N/A | EOF | Charitable Contribution | $5,000 |
| Ovarian Cancer Research Alliance | |||||||
| 45 Rockefeller Plaza 20th Floor | New York | NY | 10111 | N/A | EOF | Charitable Contribution | $5,000 |
| Project Heal | |||||||
| PO Box 8423 | Parkville | MD | 21234 | N/A | EOF | Charitable Contributions | $10,000 |
| Toys for Tots | |||||||
| 18251 Quantico Gateway Drive | Triangle | VA | 22172 | N/A | EOF | Charitable Contribution | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,361 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,529 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$207,084 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $5,881 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,911 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,197,548 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Exempt Income | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $220,321 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,990,464 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,210,785 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory Fees | $45,801 | $45,801 | $0 | $0 |
| Legal Fees | $4,267 | $4,267 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes Withheld | $1,060 | $1,060 |
| K-1 nondeductible expenses | $11,662 | $11,662 |
| Rental Expenses | $29,628 | $29,628 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $5,881 | RevenueAndExpensesPerBooksAmt |
Comments