DOUGLAS E MITCHEL CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS E MITCHEL CHARITABLE FOUNDATION (EIN 01-0739379)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-15
- IRS object ID
- 201410749349100401
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-15T09:03:02-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARD PALMER SIBBISON & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 HINCKLEY PARKWAY | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441096009 | 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 | 010739379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Douglas E Mitchell Charitable | BusinessNameLine1 |
| Business Name Line2 | Foundation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 2163485803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Superior Ave | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNARD KARR | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2014-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD SOTT JR CPA | PreparerPersonNm |
| PTIN | P01238880 | PTIN |
| Phone | 2166216100 | 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 | $842,782 | 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 | $21,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,781 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,781 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,277 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $988 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $14 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $22,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,769 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,795 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $7,455 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,230 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $576 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $16,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,230 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,230 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,539 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,565 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,189 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,189 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $406,479 | CorporateStockBOYAmt |
| Corporate Stock EOY | $363,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $583,001 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $226,683 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $229,803 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $245,592 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $641,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $607,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $842,782 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $641,459 | UnrestrictedBOYAmt |
| Unrestricted EOY | $607,867 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $641,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $607,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $641,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $607,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $641,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,592 | ExcessRevenueOverExpensesAmt |
| Subtotal | $607,867 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $607,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $988 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $775,742 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04899 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,881 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $758,365 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04995 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,407 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $737,125 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05075 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $684,724 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04673 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,267 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $817,046 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05051 | DistributionYr5Rt |
| Total Distribution | 0.24693 | TotalDistributionRt |
| Average Distribution | 0.04939 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $804,584 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,734 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $155 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,889 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,000 | 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 | $155 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $155 | SubtotalAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $155 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | 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 | BERNARD L KARR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2163485803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 BANK ONE CENTER | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARTHA M REIDEL | ||||||
| 495 FAR HILL ROAD | WAYZATA | MN | 55391 | President | 1.00 | $0 |
| MATTHEW T MITCHELL | ||||||
| 8 SHANNEY BROOK COURT | PHOENIX | MD | 21131 | Vice President | 1.00 | $0 |
| BERNARD KARR | ||||||
| 2100 BANK ONE CENTER | CLEVELAND | OH | 44114 | Sec- Treasurer | 2.00 | $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'S LARGEST CHARITABLE ACTIVITY INVOLVES MAKING GIFTS, GRANTS, CONTRIBUTIONS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. | Description1Txt |
| Expenses1 | $40,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $807,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $816,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $816,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $804,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $155 | TotalTaxAmt |
| Distributable Before Adj | $40,074 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,074 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,074 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $155 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,074 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $71 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $71 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $71 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $71 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $3 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTHA M REIDEL | ContributingManagerNm |
| Contributing Manager | MATTHEW T MITCHELL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Martha M Reidel | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 Bank One Center | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2163485803 | RecipientPhoneNum |
| Form And Info And Materials | Written requests required. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | November 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS GIRLS CLUBS OF CLEVELAN | |||||||
| 6114 BROADWAY AVE | CLEVELAND | OH | 44127 | NONE | PUBLIC | UNRESTRICTED | $12,000 |
| WISHES AND MORE | |||||||
| 961 HILLWIND ROAD | FRIDLEY | MN | 55432 | NONE | PUBLIC | UNRESTRICTED | $14,000 |
| THE HOLE IN THE WALL GANG FUND | |||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | PUBLIC | UNRESTRICTED | $8,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||
| 284 LINCOLN ST | LANDER | WY | 82520 | NONE | PUBLIC | UNRESTRICTED | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,769 | 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 FEES | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $7,455 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | CategoryTxt |
| Amt | $7,230 | Amt |
| Net Investment Income | $7,230 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,230 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF TAX | $533 |
| FOREIGN TAX | $43 |
Comments