HOW FIRM A FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HOW FIRM A FOUNDATION INC (EIN 52-2203356)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-15
- IRS object ID
- 201422889349100512
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-15T14:58:41-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lear & Pannepacker LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 791 Alexander Road | AddressLine1 |
| City | Princeton | City |
| State | NJ | State |
| ZIP Code | 085406325 | 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 | 522203356 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | How Firm a Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWF | BusinessNameControlTxt |
| Phone | 4108372200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 21201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Schetelich | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eric Robert Lear CPA | PreparerPersonNm |
| PTIN | P00216901 | PTIN |
| Phone | 6094522200 | 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 | $227,273 | 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 | $2,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,526 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,526 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $242,444 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$144 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$144 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,119 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,391 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,535 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,929 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $56 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,299 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,296 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,299 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,046 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,299 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,092 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,535 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $918 | CashBOYAmt |
| Cash EOY | $688 | CashEOYAmt |
| Cash EOYFMV | $688 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,871 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $226,090 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $228,080 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $223,714 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $234,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $231,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $227,273 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,100 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,100 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $5,508 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,568 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,608 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,668 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $226,898 | RetainedEarningBOYAmt |
| Retained Earning EOY | $223,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $226,898 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $223,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $234,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $231,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $226,898 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,927 | ExcessRevenueOverExpensesAmt |
| Subtotal | $223,971 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $223,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Charles Schwab (See Attached) 9062 | P | 2013-01-01 | 2013-12-31 | $30,798 | $30,771 | $27 | $27 |
| Charles Schwab (See Attached) 9062 | P | 2012-01-01 | 2013-12-31 | $62,218 | $62,788 | -$570 | -$570 |
| Charles Schwab (See Attached) 0174 | P | 2013-01-01 | 2013-12-31 | $103,538 | $106,295 | -$2,757 | -$2,757 |
| Charles Schwab (See Attached) 0174 | P | 2012-01-01 | 2013-12-31 | $39,487 | $37,316 | $2,171 | $2,171 |
| Powershares DB Commodity | P | 2012-01-01 | 2013-12-31 | $6,403 | $6,646 | -$243 | -$243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,372 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,730 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,044 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,624 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.21239 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $155,918 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.16675 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $180,462 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00554 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $164,148 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03046 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $283,248 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.13681 | DistributionYr5Rt |
| Total Distribution | 0.55195 | TotalDistributionRt |
| Average Distribution | 0.11039 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $180,778 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,956 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $61 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,017 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $122 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $122 | SubtotalAmt |
| Tax Based On Investment Income | $122 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $109 | AppliedToEsTaxAmt |
| Total Payments And Credits | $109 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13 | 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 |
| 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 | CO TJ Schetelich | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4108372200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S Charles Street | AddressLine1 |
| City | Baltimore | City |
| State | MD | State |
| ZIP Code | 212012725 | 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 |
|---|---|---|---|---|---|---|
| Audrey Fitzgerald | ||||||
| 6081 Silver King Blvd | Cape Coral | FL | 33914 | President | 0.00 | $0 |
| Thomas J Schetelich | ||||||
| 100 S Charles St Suite 1401 | Baltimore | MD | 21201 | Secretary | 0.00 | $0 |
| Audrey Fitzgerald | ||||||
| 6081 Silver King Blvd | Cape Coral | FL | 33914 | Treasurer | 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 | $182,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $183,531 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $183,531 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $180,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122 | TotalTaxAmt |
| Distributable Before Adj | $8,917 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,917 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,917 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,750 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,917 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,088 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $18,204 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,675 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,967 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,750 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,750 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,167 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,167 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,800 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,921 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $18,204 | ExcessFromYear2Amt |
| Excess From Year1 | $1,675 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Mr Mrs Adam Maggs Tae | |||||||
| 1011 Cherokee Road | Scotia | NY | 12302 | None | Public | Contribution | $1,000 |
| Dave Biggy CO Shining His Light OCC | |||||||
| 45 Bayside Avenue | Barnegat | NJ | 08005 | None | Pub/Ch | Contribution | $250 |
| Grace Baptist Church | |||||||
| 1300 Ceitus Terrace | Cape Coral | FL | 33991 | Pub/Ch | Contribution | $6,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,372 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Pass-Through | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$144 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,019 | 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)
| Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | CategoryCategoryTxt |
|---|---|---|---|---|
| $1,804 | $0 | $0 | $0 | |
| $125 | $0 | $0 | $0 | CCRA |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Bank Service Charges | $12 | |
| Broker fees | $1,299 | $1,299 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Pass-Through | Desc |
| Revenue And Expenses Per Books | -$144 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Herself IV, LLC | Desc |
| BOY Book Value | $5,508 | BOYBookValueAmt |
| EOY Book Value | $5,568 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | federal taxes | CategoryTxt |
| Amt | $56 | Amt |