CHARLES A BECKER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES A BECKER FOUNDATION (EIN 33-0758379)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-09
- IRS object ID
- 202630999349101423
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-09T17:27:54-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Pine Street Suite 1750 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330758379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charles A Becker Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 6506784550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 336 | AddressLine1Txt |
| City | Buellton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93427 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | G Eric Pleschner | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Antonio Tellez Jr | PreparerPersonNm |
| PTIN | P01716904 | PTIN |
| Phone | 4159830200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,143,255 | 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 |
| Dividends Rev And Expnss | $20,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $409,707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $456,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $409,707 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $430,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,086 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $141,736 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $141,736 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,643 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,643 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,449 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,090 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,090 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,906 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,906 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $183,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $177,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $216,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,149 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $213,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $430,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,953 | CashBOYAmt |
| Cash EOY | $32,459 | CashEOYAmt |
| Cash EOYFMV | $32,459 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $233,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $486,663 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $486,663 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $823,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $459,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $459,298 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $180,103 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $164,835 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $164,835 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,197 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,197 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,261,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,143,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,143,255 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,261,806 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,143,255 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,261,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,143,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,261,806 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,143,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,261,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $213,488 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,475,294 | SubtotalAmt |
| Other Decreases | $332,039 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,143,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Publiclty Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-12-12 | AcquiredDt |
| Sold | 2025-12-12 | SoldDt |
| Gross Sales Price | $456,831 | GrossSalesPriceAmt |
| Cost Or Other Basis | $47,124 | CostOrOtherBasisAmt |
| Gain Or Loss | $409,707 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $409,707 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $409,707 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,978 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,978 | SubtotalAmt |
| Tax Based On Investment Income | $5,978 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $281 | EsPenaltyAmt |
| Tax Due | $6,259 | 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 | CA | 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 | G Eric Pleschner | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6506784550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 336 | AddressLine1Txt |
| City | Buellton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93427 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| G Eric Pleschner | |||||||
| PO Box 336 | Buellton | CA | 93427 | President | 30.00 | $84,000 | $57,736 |
| Dan Ela | |||||||
| PO Box 336 | Buellton | CA | 93427 | Secretary | 1.00 | $0 | |
| Steven Ross | |||||||
| PO Box 336 | Buellton | CA | 93427 | Director | 0.00 | $0 | |
| Chip Rich | |||||||
| PO Box 336 | Buellton | CA | 93427 | Treasurer | 1.50 | $0 | |
| Cherie Sykes Plaisted | |||||||
| PO Box 336 | Buellton | CA | 93427 | Director | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $796,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $360,772 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,157,019 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,157,019 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,139,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,978 | TotalTaxAmt |
| Distributable Before Adj | $51,005 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,005 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,005 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,149 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $211,149 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,005 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $230,820 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $234,064 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,905 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,594 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $230,012 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $997,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,149 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $160,144 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,157,539 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $230,820 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $926,719 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $234,064 | ExcessFromYear4Amt |
| Excess From Year3 | $150,905 | ExcessFromYear3Amt |
| Excess From Year2 | $151,594 | ExcessFromYear2Amt |
| Excess From Year1 | $230,012 | ExcessFromYear1Amt |
| Excess From Current Year | $160,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Sojourn To the Past | |||||||
| 10 Rollins Rd 101 | Millbrae | CA | 94030 | N/A | PC | General Support | $4,300 |
| San Francisco Conservatory of Music | |||||||
| 50 Oak Street | San Francisco | CA | 94102 | N/A | PC | General Support | $7,100 |
| First Exposures | |||||||
| 265 Shotwell St | San Francisco | CA | 94110 | N/A | PC | General Support | $1,000 |
| Cal Poly Arts | |||||||
| 1 Grand Ave | San Luis Obispo | CA | 93407 | N/A | PC | General Support | $7,948 |
| Heal LA Foundation | |||||||
| 1621 W 25th St 125 | San Pedro | CA | 90732 | N/A | PC | General Support | $10,519 |
| Hearst Castle Foundation | |||||||
| 700 Hearst Castle Rd | San Simeon | CA | 93452 | N/A | PC | General Support | $2,455 |
| Los Angeles Conservancy | |||||||
| 523 W 6th Street Suite 826 | Los Angeles | CA | 90014 | N/A | PC | General Support | $52 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,374 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,379 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $409,707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $430,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,086 | 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 and Tax Preparation | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple Inc | $217,488 | $217,488 |
| Microsoft Corp | $241,810 | $241,810 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Vanguard Dividend | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $164,835 | BookValueAmt |
| EOYFMV | $164,835 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Furniture and Fixtures | $152 | $152 |
| Machinery and Equipment | $2,045 | $2,045 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Bank Fees | $325 | $325 |
| Dues and Memberships | $7,700 | $7,700 |
| Filing Fees | $100 | $100 |
| Office Expenses | $79 | $79 |
| Payroll Processing Fees | $702 | $702 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Administrative Management | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax on Investments | CategoryTxt |
| Amt | $5,449 | Amt |
Comments