MIROLO CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MIROLO CHARITABLE FOUNDATION (EIN 31-1375646)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-10
IRS object ID
202612539349100726
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-10T14:33:41-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202122306PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GBQ PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 WEST STREET SUITE 700AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311375646EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIROLO CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O BLOOMFIELD & KEMPFBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMIROBusinessNameControlTxt
Phone6142249221PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11880 MACKENZIE DRIVE 209AddressLine1Txt
CityUPPER ARLINGTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID S BLOOMFIELD JRPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6142249221PhoneNum
Signature2026-09-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMAR PLOTZKERPreparerPersonNm
PTINP02047230PTIN
Phone6142211120PhoneNum
Preparation2026-09-10PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,236,298FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$27,656InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,656InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$75,280DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,280DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$132,247NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$812,928GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$132,247CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$235,183TotalRevAndExpnssAmt
Total Net Invst Incm$235,183TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$48,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$24,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$14,038LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,019LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$7,019LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,485AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,742AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,743AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$24,581OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,581OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,394TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,107OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,500OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$607OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$99,605TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$59,842TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$34,369TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$190,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$190,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$289,605TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$59,842TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$224,369TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,422ExcessRevenueOverExpensesAmt
Net Investment Income$175,341NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,426CashBOYAmt
Cash EOY$64,480CashEOYAmt
Cash EOYFMV$64,480CashEOYFMVAmt
Other Investments BOY$3,028,792OtherInvestmentsBOYAmt
Other Investments EOY$2,937,816OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,171,818OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,063,218TotalAssetsBOYAmt
Total Assets EOY$3,002,296TotalAssetsEOYAmt
Total Assets EOYFMV$4,236,298TotalAssetsEOYFMVAmt
Grants Payable BOY$6,500GrantsPayableBOYAmt
Total Liabilities BOY$6,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$537CapitalStockBOYAmt
Capital Stock EOY$537CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,056,181RetainedEarningBOYAmt
Retained Earning EOY$3,001,759RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,056,718TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,002,296TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,063,218TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,002,296TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,056,718TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,422ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,002,296SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,002,296TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$812,928GrossSalesPriceAmt
Cost Or Other Basis$680,681CostOrOtherBasisAmt
Gain Or Loss$132,247GainOrLossAmt
Gains Minus Excess Or Losses$132,247GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$132,247CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,437InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,437SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,437TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,200TotalPaymentsAndCreditsAmt
Es Penalty$38EsPenaltyAmt
Overpayment$1,725OverpaymentAmt
Applied To ES Tax$1,725AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MIROLOCHARITABLEFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID S BLOOMFIELD JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6142249221PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11880 MACKENZIE DRIVE 209AddressLine1Txt
CityUPPER ARLINGTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43220ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID BLOOMFIELD SR
1880 MACKENZIE DRIVE SUITE 209UPPER ARLINGTONOH43220CHAIR & DIRECTOR1.50$16,000$0$0
PAUL BLOOMFIELD
1880 MACKENZIE DRIVE SUITE 209UPPER ARLINGTONOH43220DIRECTOR1.50$16,000$0$0
DAVID S BLOOMFIELD JR
1880 MACKENZIE DRIVE SUITE 209UPPER ARLINGTONOH43220TREASURER1.50$16,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,114,138AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,824AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,173,962TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,173,962AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$62,609CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,111,353NetVlNoncharitableAssetsAmt
Minimum Investment Return$205,568MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$205,568MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,437TaxBasedOnInvestmentIncomeAmt
Total Tax$2,437TotalTaxAmt
Distributable Before Adj$203,131DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$203,131DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$203,131DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$224,369ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$224,369QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$203,131DistributableAsAdjustedAmt
Undistributed Income PY$175,828UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$224,369QualifyingDistributionsAmt
Applied To Year1$175,828AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,541AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$154,590UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
FOUNDATION FOR APPALACHIAN OHIO
35 PUBLIC SQUARENELSONVILLEOH45764N/APCGENERAL SUPPORT$20,000
FRANKLINTON CYCLE WORKS
897 W BROAD STCOLUMBUSOH43222N/APCGENERAL SUPPORT$2,500
FREEDOM A LA CART
123 E SPRING STCOLUMBUSOH43215N/APCGENERAL SUPPORT$2,500
FREEDOM TAILS OHIO
6676 FEDER RDGALLOWAYOH43119N/APCGENERAL SUPPORT$2,500
LAW AND LEADERSHIP INSTITUTE
303 E BROAD STCOLUMBUSOH43215N/APCGENERAL SUPPORT$2,500
LITTLE BABY BLESSINGS FOUNDATION
3121 EDGEFIELD RDFRANKLINOH43221N/APCGENERAL SUPPORT$2,500
OHIO ASSOCIATION OF FOOD BANKS
100 E BROAD ST STE 501COLUMBUSOH43215N/APCGENERAL SUPPORT$2,500
OHIO CAPITAL JOURNAL (STATES NEWSROOM )
327 N 20TH ST PO BOX 83241COLUMBUSOH43203N/APCGENERAL SUPPORT$2,500
OHIO SLED HOCKEY
C/O KELLY FENSTER 4464 WRENS NESTNEW ALBANYOH43054N/APCGENERAL SUPPORT$2,500DR
OPEN DOOR COLUMBUS
540 INDUSTRIAL MILE RDCOLUMBUSOH43228N/APCGENERAL SUPPORT$100,000
OPERA COLUMBUS
55 E STATE STCOLUMBUSOH43215N/APCGENERAL SUPPORT$2,500
PRO SENIORS INC
7162 READING ROAD SUITE 1150CINCINNATIOH45237N/APCGENERAL SUPPORT$2,500
RECREATION UNLIMITED FOUNDATION
7700 PIPER ROADASHLEYOH43003N/APCGENERAL SUPPORT$2,500
RED OAK FAMILY FOUNDATION
2404 ABINGTON RDUPPER ARLINGTONOH43221N/APCGENERAL SUPPORT$2,500
ROMAN CATHOLIC DIOCESE OF COLUMBUS
197 E GAY STCOLUMBUSOH43215N/APCGENERAL SUPPORT$10,000
SANTA'S SILENT HELPERS
1540 CARDIFF RDCOLUMBUSOH43221N/APCGENERAL SUPPORT$2,500
UMCH FAMILY SERVICES
431 E BROAD STREETCOLUMBUSOH43215N/APCGENERAL SUPPORT$2,500
UPPER ARLINGTON CITY SCHOOL
1950 NORTH MALLWAY DRIVEUPPER ARLINGTONOH43221N/APCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$190,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,656ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,280ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$132,247ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$235,183ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$235,183TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,485Amt
Net Investment Income$2,742NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,743DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT ACCOUNT-SCHWABCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,937,816BookValueAmt
EOYFMV$4,171,818EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$14,038LegalFeesAmt
Net Investment Income$7,019NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,019DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSE AND FEES$25$0$25
MEALS$362$0$362
ADMINISTRATION FEE$1,500$1,500$0
BANK CHARGES$20$0$20
OH FILING FEE$200$0$200

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$24,581Amt
Net Investment Income$24,581NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$5,394Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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