GEORGE A RAMLOSE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE A RAMLOSE FOUNDATION INC (EIN 04-6048231)
- Tax period
- 2025-05-01 to 2026-04-30
- Filed
- 2026-09-14
- IRS object ID
- 202612579349100211
- Schema version
- 2025v4.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-14T08:40:10-07:00 | ReturnTs |
| Tax Period End | 2026-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043215625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vallas & Arrison PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 Great Road | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01460 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046048231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George A Ramlose Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9783681200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Taylor | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2026-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | George P Vallas CPA | PreparerPersonNm |
| PTIN | P00466005 | PTIN |
| Phone | 9784869855 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,765,424 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,924 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,924 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,924 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $52,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,467 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $52,467 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,363 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,363 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,839 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $218,593 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,754 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $54,391 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $5,400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,200 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $65 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,155 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $28,422 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,457 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $51,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,420 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,988 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,988 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $261,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,420 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,334 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54,391 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,687 | CashBOYAmt |
| Cash EOY | $25,443 | CashEOYAmt |
| Cash EOYFMV | $25,443 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,044 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,103,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,065,526 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,704,937 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,153,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,126,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,765,424 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,778 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,525 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $23,716 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $36,688 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $28,494 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,213 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,124,694 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,081,800 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,124,694 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,081,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,153,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,126,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,124,694 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,894 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,081,800 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,081,800 | 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 |
|---|---|---|---|---|---|---|---|
| 220.000 Apple | P | 2012-11-19 | 2025-10-08 | $56,749 | $4,388 | $52,361 | $52,361 |
| 100.000 Microsoft Corp | P | 2013-10-10 | 2025-10-08 | $52,384 | $3,350 | $49,034 | $49,034 |
| 300.000 NVIDIA | P | 2022-09-21 | 2025-10-08 | $56,495 | $4,055 | $52,440 | $52,440 |
| 51.000 UnitedHealth Group | P | 2023-06-27 | 2025-06-16 | $15,973 | $24,572 | -$8,599 | -$8,599 |
| 25.000 Berkshire Hathway Inc | P | 2020-01-01 | 2025-10-09 | $12,523 | $1,396 | $11,127 | $11,127 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,363 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,701 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,701 | SubtotalAmt |
| Tax Based On Investment Income | $2,701 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,701 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | www.ramlose.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adams & Blinn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9783681200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | ZIPCd |
| 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Geoffrey Boyce | ||||||
| 113 Philmar Ave | Cherry Hill | NJ | 08003 | President | 3.00 | $0 |
| Carole C Boyce | ||||||
| 3287 Bailey Road | Dacula | GA | 30019 | Vice President | 1.00 | $0 |
| Linda M Taylor | ||||||
| 35 Julio Drive Apt 417 | Shrewsbury | MA | 01545 | Vice President | 1.00 | $0 |
| David L Taylor | ||||||
| 35 Julio Drive Apt 417 | Shrewsbury | MA | 01545 | Treasurer & Sec | 5.00 | $0 |
| Monica Rutkovskis | ||||||
| 15 Maple Street | Norton | MA | 02766 | Ass. Secr/Treas | 1.00 | $0 |
| Olivia Boyce Idigo | ||||||
| 167 Odd Street | Athens | GA | 30601 | Vice President | 1.00 | $0 |
| Patrick Grieve | ||||||
| 15 Maple Street | Norton | MA | 02766 | Vice President | 1.00 | $0 |
| Peter F Boyce | ||||||
| 3287 Bailey Road | Dracula | GA | 30019 | Vice President | 1.00 | $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 | Contributions to qualified 501(c)(3) organizations none of whom are related to the directors of the Foundation. See attached list. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,416,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,341 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,500,903 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,500,903 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,433,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,701 | TotalTaxAmt |
| Distributable Before Adj | $218,968 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $218,968 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $218,968 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,988 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $209,988 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,968 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,447 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,686 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,216 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,384 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,149 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,988 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $209,988 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,980 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,980 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $138,902 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,467 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $116,435 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,686 | ExcessFromYear4Amt |
| Excess From Year3 | $44,216 | ExcessFromYear3Amt |
| Excess From Year2 | $30,384 | ExcessFromYear2Amt |
| Excess From Year1 | $9,149 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | George A Ramlose Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 307 | AddressLine1Txt |
| City | Shrewsbury | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9783681200 | RecipientPhoneNum |
| Form And Info And Materials | All applications and supporting material should be submitted online at our website www.ramlose.org. Further instructions are on the website. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | August 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Preference is given to organizations in New England or in the southeastern United States. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See attached list | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01564 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | To further the objectives of the recipient organization. | GrantOrContributionPurposeTxt |
| Amt | $209,988 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,988 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,924 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $156,363 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Exclusion | $7,839 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $156,363 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,593 | 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)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accountants Fees | $4,400 | $2,200 | $0 | $0 |
| Legal Fees | $1,000 | $0 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Dues and Subscriptions | $850 |
| Filing Fees | $35 |
| Insurance | $725 |
| Postage & Delivery | $547 |
| Web Site | $1,300 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $7,839 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Income Taxes | Desc |
| BOY Book Value | $23,716 | BOYBookValueAmt |
| EOY Book Value | $36,688 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $65 | Amt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Excise Taxes | $10,705 | $10,705 |
| Foreign Taxes | $749 | $749 |
| Net Investment Tax | $2,701 | $2,701 |
Comments