WILLIAMS LEWELLIN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS LEWELLIN FAMILY FOUNDATION (EIN 26-6153545)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-01
- IRS object ID
- 201401219349101005
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-01T10:52:34-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arcuria Tax Service Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2952 MENDOCINO AVE | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266153545 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Williams Lewellin Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 7078650554 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 21 | AddressLine1 |
| City | Duncans Mills | City |
| State | CA | State |
| ZIP Code | 95430 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard Ryan | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Biaggio Arcuria EA72718 | PreparerPersonNm |
| PTIN | P00292249 | PTIN |
| Phone | 7073216567 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $160,964 | 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 | $1,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,772 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,772 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $318,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,286 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $51,272 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $51,058 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,058 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $53,044 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $150 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $150 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $573 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $573 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $573 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $299 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $299 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $299 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $79 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $79 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,254 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,254 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,355 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,355 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,703 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,689 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,554 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,544 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $141,480 | CorporateStockBOYAmt |
| Corporate Stock EOY | $141,217 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $147,420 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $144,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $160,964 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $144,909 | UnrestrictedBOYAmt |
| Unrestricted EOY | $154,771 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $144,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $144,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $154,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $144,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $159 | OtherIncreasesAmt |
| Subtotal | $154,771 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $154,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,286 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $51,272 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $974 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $974 | SubtotalAmt |
| Tax Based On Investment Income | $974 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $976 | 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 | Richard Ryan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7078650554 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 21 | AddressLine1 |
| City | Duncans MIlls | City |
| State | CA | State |
| ZIP Code | 95430 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard Ryan | ||||||
| PO Box 21 | Duncans Mills | CA | 95430 | Trustee | 4.00 | $0 |
| Carol Sklenicka | ||||||
| PO Box 21 | Duncans Mills | CA | 95430 | Trustee | 4.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The foundation presented awards totaling $39,000 to teachers, authors and educators who have shown dedication to students living in disadvantaged enviornments in regard to learning about history, science and the arts. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $974 | TotalTaxAmt |
| Distributable Before Adj | $974 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $974 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $39,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $39,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $79,500 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,000 | ExcessFromYear4Amt |
| Excess From Year3 | $6,000 | ExcessFromYear3Amt |
| Excess From Year2 | $7,500 | ExcessFromYear2Amt |
| Excess From Year1 | $7,000 | ExcessFromYear1Amt |
| Excess From Current Year | $39,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Richard Ryan | ContributingManagerNm |
| Contributing Manager | Carol Sklenicka | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Restrictions On Awards | The foundation does not accept unsolicited applications or nominations. The awards are given to individuals the foundation believes contribute significantly to the areas of charity, education, social justice and the arts. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Christina R Quiros | |||||||
| 630 Mississippi Street | San Francisco | CA | 94107 | None | Paid | For her contribution as a teacher in helping at-risk children succeed in their educational endeavors | $10,000 |
| Daniel R Sudran | |||||||
| 930 Florida Street | San Francisco | CA | 94110 | None | Paid | To incourage Mr. Gibbens to continue his efforts to teach science to inner-city students | $7,000 |
| David Cornucopia | |||||||
| PO Box 280 | Nageezi | NM | 87037 | None | Paid | As a Park Ranger at Chaco Canyon Park New Mexico Mr. Cornucopoia has educated thousands of visitors to the park of the people who once lived here but have since vanished. Through his knowledge and dedication,the lives of these people are not forgotten. | $10,000 |
| Gary Giddens | |||||||
| 145 E 15th Street Apt 7U | New York City | NY | 10003 | None | Paid | A profound writer of the history of Jazz, its music, and the muscians who perform its music. | $10,000 |
| Sylvia Murphy | |||||||
| 30351 Seaview Rd | Cazadero | CA | 95421 | None | Paid | As a teacher in a rural school system Ms. Murphy has managed to attain the love of hundreds of her students by encourging them to pursue their education no matter what the obstacles. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,772 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $49,286 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $51,058 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,058 | 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 | $573 | Amt |
| Net Investment Income | $573 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $573 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Exxon Mobil Corporation Stock | StockNm |
| EOY Book Value | $141,217 | EOYBookValueAmt |
| EOYFMV | $147,420 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $150 | LegalFeesAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $150 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office Supplies | Desc |
| Revenue And Expenses Per Books | $1,254 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,254 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,254 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Asset Management Fees | CategoryTxt |
| Amt | $299 | Amt |
| Net Investment Income | $299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $299 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Franchise Tax Board Tax | $10 | $10 | $10 |
| Internal Revenue Service | $69 | $69 | $69 |
Comments