GIANCOLA FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GIANCOLA FAMILY FOUNDATION (EIN 86-1009987)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201302259349100120
- Schema version
- 2012v2.0
- 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
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T09:33:00-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kleinhans Lashbrook Butler & Davis PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4534 East Camp Lowell Drive | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861009987 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Giancola Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GIAN | NameControl |
| Phone | 5205297220 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6890 E Sunrise Drive 120-166 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85750 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sally Giancola | Name |
| Title | Trustee | Title |
| Date Signed | 2013-08-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Janet Davis | Name |
| PTIN | P00166716 | PTIN |
| Phone | 5203278530 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 558830 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 6542 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6542 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 6542 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 47581 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 177234 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 47581 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 14831 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 640 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 275 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 54763 | TotalRevenueAndExpenses |
| Total Net Investment Income | 54398 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 21373 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 750 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 6772 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6772 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1866 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1866 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 9388 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9388 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 60910 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 60910 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 70298 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9388 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 60910 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -15535 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 45010 | NetInvestmentIncome |
| Adjusted Net Income | 21373 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 368 | CashBOY |
| Cash EOY | 534 | CashEOY |
| Cash EOYFMV | 534 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 44476 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 57414 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 57414 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 114 | AccountsReceivableBOY |
| Investments Corp Stock BOY | 398520 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 369995 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 500882 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 443478 | TotalAssetsBOY |
| Total Assets EOY | 427943 | TotalAssetsEOY |
| Total Assets EOYFMV | 558830 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 1000 | LoansFromOfficersBOY |
| Loans From Officers EOY | 1000 | LoansFromOfficersEOY |
| Total Liabilities BOY | 1000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 493001 | CapitalStockBOY |
| Capital Stock EOY | 493001 | CapitalStockEOY |
| Retained Earnings BOY | -50523 | RetainedEarningsBOY |
| Retained Earnings EOY | -66058 | RetainedEarningsEOY |
| Total Net Assets BOY | 442478 | TotalNetAssetsBOY |
| Total Net Assets EOY | 426943 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 443478 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 427943 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 442478 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -15535 | ExcessOfRevenueOverExpenses |
| Subtotal | 426943 | Subtotal |
| Total Net Assets Fund Balances EOY | 426943 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 47581 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 14831 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 49035 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 520627 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.09419 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 33450 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 481083 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06953 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 20195 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 424786 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04754 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 57554 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 547567 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.10511 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 44802 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 604378 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.07413 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.39050 | TotalDistributionRatio |
| Average Distribution Ratio | 0.07810 | AverageDistributionRatio |
| Net Noncharitable Assets | 546891 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 42712 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 450 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 43162 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 60910 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 450 | InvestmentIncomeExciseTax |
| Subtotal | 450 | Subtotal |
| Tax Based On Investment Income | 450 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1995 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1995 | TotalCreditsAndPayments |
| Overpayment | 1545 | Overpayment |
| Amount Credited To Next Year | 1545 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sally Giancola | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5205297220 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6890 E Sunrise Drive 120-166 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85750 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Sally Giancola | ||||||
| 6890 E Sunrise Drive 120-166 | Tucson | AZ | 85750 | Trustee | 1.00 | 0 |
| James J Giancola | ||||||
| 1415 Clinton Way | River Forest | IL | 60305 | Trustee | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Contributions to variouis independent qualified charities in support of their charitable missions. | Description1 |
| Expenses1 | 60910 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 495720 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 59499 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 555219 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 555219 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8328 | CashDeemedCharitable |
| Net Noncharitable Assets | 546891 | NetNoncharitableAssets |
| Minimum Investment Return | 27345 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 27345 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 450 | TaxBasedOnInvestmentIncome |
| Total Tax | 450 | TotalTax |
| Distributable Amount Before Adj | 26895 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 26895 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 26895 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 60910 | ExpensesAndContributions |
| Qualifying Distributions | 60910 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 450 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 60460 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26895 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 15429 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 30268 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 10815 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 23334 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 79846 | TotalExcessDistriCarryover |
| Qualifying Distributions | 60910 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 26895 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34015 | RemainingDistriFromCorpus |
| Total Corpus | 113861 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 15429 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 98432 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 30268 | ExcessFromYear4 |
| Excess From Year2 | 10815 | ExcessFromYear2 |
| Excess From Year1 | 23334 | ExcessFromYear1 |
| Excess From Current Year | 34015 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sally Giancola | ContributingManager |
| Contributing Manager | James J Giancola | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Incline High School | ||||||
| 499 Village Blvd | Incline Village | NV | 89451 | NONE | Charitable | $100 |
| gift of hope | ||||||
| 425 Spring Lake Drive | Itasca | IL | 60143 | NONE | Charitable | $250 |
| Tucson Girls Chorus | ||||||
| 4020 E River Road | Tucson | AZ | 85718 | NONE | Charitable | $1,750 |
| American Heart Association | ||||||
| 1636 N Swan Ste 151 | Tucson | AZ | 85712 | NONE | Charitable | $100 |
| Crisis Pregnancy Center | ||||||
| 5714 E 22nd Street | Tucson | AZ | 85711 | NONE | Charitable | $100 |
| Hurrican Baseball | ||||||
| 858 Donna Avenue | Incline Village | NV | 89450 | NONE | Charitable | $250 |
| Lake Tahoe Shakespeare Festival | ||||||
| 948 Incline Way | Incline Village | NV | 89451 | NONE | Charitable | $2,500 |
| Water of Life Church | ||||||
| 7623 East Avenue | Fontana | CA | 92336 | NONE | Charitable | $200 |
| Campus Crusade for Christ | ||||||
| PO Box 628222 | Orlando | FL | 32862 | NONE | Charitable | $500 |
| Sierra Nevada College | ||||||
| 999 Tahoe Blvd | Incline Village | NV | 89451 | NONE | Charitable | $11,160 |
| Lake Tahoe Forest Hospital Foundation | ||||||
| 10121 Pine Avenue | Truckee | CA | 96160 | none | Charitable | $350 |
| University of Arizona Foundation | ||||||
| 1 National Championship Drive 246 | Tucson | AZ | 85721 | none | Charitable | $18,100 |
| Village Presbyterian Church | ||||||
| 736 McCourry Blvd | Incline Village | NV | 89451 | none | Charitable | $300 |
| Mercy Hill Presbyterian Church | ||||||
| 816 N Delsea Drive Ste 229 | Glassboro | NJ | 08028 | none | Charitable | $25,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 60910 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,542 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $365 | ExclusionAmount |
| Related Or Exempt Function Income | 275 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 47581 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal tax refund | Description |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,907 | ExclusionAmount |
| Related Or Exempt Function Income | 47856 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 54763 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | Category |
| Amount | $750 | Amount |
| Net Investment Income | 750 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 640 | RevenueAndExpensesPerBooks |
| Net Investment Income | 275 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | Category |
| Amount | $6,772 | Amount |
| Net Investment Income | 6772 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Foreign taxes paid on dividends | $66 | 66 |
| Federal income tax | $1,800 | 1800 |
Comments