PATEL FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PATEL FAMILY FOUNDATION (EIN 20-4933895)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201531319349102058
- Schema version
- 2014v5.0
- 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 Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T13:31:57-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Little & Company CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1294 Kifer Rd Ste 708 | AddressLine1Txt |
| City | Sunnyvale | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940865314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204933895 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PATEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATE | BusinessNameControlTxt |
| Phone | 6504280817 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 OAK AVE | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMIR PATEL | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES COSSMON | PreparerPersonNm |
| PTIN | P00042018 | PTIN |
| Phone | 4082453921 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $637,275 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Savings Adj Net Incm | $25 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,511 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,303 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,303 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,746 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,746 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $30 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,050 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,390 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,390 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,519 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,511 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $427,507 | CashBOYAmt |
| Cash EOY | $401,455 | CashEOYAmt |
| Cash EOYFMV | $401,455 | CashEOYFMVAmt |
| Corporate Stock BOY | $139,696 | CorporateStockBOYAmt |
| Corporate Stock EOY | $139,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $235,816 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $6 | OtherAssetsBOYAmt |
| Other Assets EOY | $7 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $567,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $541,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $637,275 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $567,209 | UnrestrictedBOYAmt |
| Unrestricted EOY | $541,158 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $567,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $541,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $567,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $541,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $567,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,983 | ExcessRevenueOverExpensesAmt |
| Subtotal | $541,226 | SubtotalAmt |
| Other Decreases | $68 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $541,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt |
|---|---|
| Capital Gain Dividends | |
| $18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $654,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05584 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,257 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $634,558 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04138 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,476 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $711,007 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03724 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,295 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $732,625 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04135 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $22,816 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $527,384 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04326 | DistributionYr5Rt |
| Total Distribution | 0.21907 | TotalDistributionRt |
| Average Distribution | 0.04381 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $647,035 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,349 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $75 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,424 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,519 | 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 | $75 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $75 | SubtotalAmt |
| Tax Based On Investment Income | $75 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $75 | 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 |
| 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 | CA | 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 | SAMIR PATEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6504280817 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1404 OAK AVENUE | AddressLine1Txt |
| City | LOS ALTOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94024 | 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 |
|---|---|---|---|---|---|---|
| SAMIR A PATEL | ||||||
| 1404 OAK AVE | LOS ALTOS | CA | 94024 | Secretary | 0.00 | $0 |
| KSHIPRA S PATEL | ||||||
| 1404 OAK AVE | LOS ALTOS | CA | 94024 | President | 0.00 | $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 | $234,203 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $422,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $656,888 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $656,888 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $647,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,352 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,352 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75 | TotalTaxAmt |
| Distributable Before Adj | $32,277 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,277 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,277 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,519 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,519 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $75 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,444 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,584 | UndistributedIncomePYAmt |
| Qualifying Distributions | $35,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,584 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,935 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $24,342 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAMIR A PATEL | ContributingManagerNm |
| Contributing Manager | KSHIPRA S PATEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IIT BOMBAY HERITAGE FUND | |||||||
| 21710 STEVENS CREEK BLVD SUITE 115 | CUPERTINO | CA | 95014 | None | N/A | Unrestricted | $5,000 |
| INDIA COMMUNITY CENTER | |||||||
| 525 LOS COCHES ST | MILPITAS | CA | 95035 | None | N/A | Unrestricted | $290 |
| HUMAN SERVICE FOUNDATION | |||||||
| 4681 SETTING SUN DRIVE | EL SOBRANTE | CA | 94803 | None | N/A | Unrestricted | $500 |
| MUNI SEVA CHARITABLE FOUNDATION | |||||||
| 2001 TREMONT DRIVE | DOVER | OH | 44622 | None | N/A | Unrestricted | $5,000 |
| AMIGOS DE LAS AMERICAS | |||||||
| 5618 STAR LANE | HOUSTON | TX | 77057 | NONE | N/A | Unrestricted | $500 |
| DIRECT RELIEF INTERNATIONAL | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | None | N/A | Unrestricted | $5,000 |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET 4200 | BERKELEY | CA | 94720 | None | N/A | Unrestricted | $5,000 |
| SILICON VALLEY FACES | |||||||
| 777 N FIRST STREET SUITE 220 | SAN JOSE | CA | 95112 | None | N/A | Unrestricted | $2,000 |
| INDIA LITERACY PROJECT | |||||||
| PO BOX 361143 | MILPITAS | CA | 95035 | None | N/A | Unrestricted | $500 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | None | N/A | Unrestricted | $1,000 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVENUE NW STE 700 | WASHINGTON | DC | 20036 | None | N/A | Unrestricted | $2,500 |
| WORLD WIDELIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | N/A | Unrestricted | $100 |
| SANKARA EYE FOUNDATION | |||||||
| 1900 MCCARTHY BLVD 302 | MILPITAS | CA | 95035 | None | N/A | Unresticted | $1,000 |
| SECOND HARVEST FOOD | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | None | N/A | Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,390 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $7,493 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,536 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,536 | 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 | $2,303 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,303 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3600 SH GENERAL ELEC CO COM STK | $57,320 | $90,972 |
| 700 SH JOHNSON & JOHNSON COM | $42,942 | $73,199 |
| 2300 SH PFIZER INC COM | $39,434 | $71,645 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION RECEIVABLE | $4 | $2 | $2 |
| DIVIDEND RECEIVABLE | $2 | $2 | |
| Rounding | $3 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | federal income tax | Desc |
| Amt | $68 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECIAL EVENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,050 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,050 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEE | CategoryTxt |
| Amt | $1,746 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,746 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEES | CategoryTxt |
| Amt | $30 | Amt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
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