RITA AND LEO GREENLAND FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RITA AND LEO GREENLAND FAMILY FOUNDATION (EIN 13-7196982)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202641259349101249
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T09:19:53-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 412943445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVENA & ASSOCIATES CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 GODWIN AVE STE 5 | AddressLine1Txt |
| City | WYCKOFF | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07481 | 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 | 137196982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA AND LEO GREENLAND | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RITA | BusinessNameControlTxt |
| Phone | 2032123024 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 597 WESTPORT AVENUE B540 | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06851 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW GREENLAND | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK J AVENA | PreparerPersonNm |
| PTIN | P00009577 | PTIN |
| Phone | 2015601199 | 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 | $1,767,103 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $471 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $471 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $64,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,498 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,498 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,932 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $818,925 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,932 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $57,932 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $122,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,901 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $122,901 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,395 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,057 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,057 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,539 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,539 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,976 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,976 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,967 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,910 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $122,901 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,715 | CashBOYAmt |
| Cash EOY | $58,209 | CashEOYAmt |
| Cash EOYFMV | $58,209 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,577,918 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,527,358 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,708,894 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,625,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,585,567 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,767,103 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,625,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,585,567 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,625,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,585,567 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,625,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,585,567 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,625,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,066 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,585,567 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,585,567 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON - SHORT TERM | P | 2024-12-31 | 2025-12-31 | $418,819 | $394,570 | $24,249 | $24,249 |
| BNY MELLON - LONG TERM | P | 2024-12-31 | 2025-12-31 | $400,106 | $366,423 | $33,683 | $33,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,932 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $57,932 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,444 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,444 | SubtotalAmt |
| Tax Based On Investment Income | $1,444 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $63 | EsPenaltyAmt |
| Tax Due | $1,507 | 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 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW GREENLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032123024 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 597 WESTPORT AVENUE B540 | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06851 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANDREW GREENLAND | ||||||
| 597 WESTPORT AVENUE APT B540 | NORWALK | CT | 06851 | Trustee | 0.00 | $0 |
| SETH GREENLAND | ||||||
| 2539 WESTRIDGE ROAD | LOS ANGELES | CA | 90049 | Trustee | 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 | $1,688,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,701,058 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,701,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,675,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,444 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,444 | TotalTaxAmt |
| Distributable Before Adj | $82,333 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,333 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,333 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,976 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $143,976 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,333 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,521 | UndistributedIncomePYAmt |
| Qualifying Distributions | $143,976 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,521 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,333 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,122 | RemainingDistriFromCorpusAmt |
| Total Corpus | $28,122 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $28,122 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $28,122 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADL | ||||||
| 605 3RD AVENUE | NEW YORK | NY | 10158 | PC | UNRESTRICTED | $10,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PC | UNRESTRICTED | $5,000 |
| TERGAR INTERNATIONAL | ||||||
| 1621 E HENNEPIN AVENUE | MINNEAPOLIS | MN | 55414 | PC | UNRESTRICTED | $2,500 |
| CORAL REEF ALLIANCE | ||||||
| 1330 BROADWAY | OAKLAND | CA | 94612 | PC | UNRESTRICTED | $5,000 |
| OCEAN CONSERVANCY | ||||||
| 1300 19TH STREET NW | WASHINGTON | DC | 20036 | PC | UNRESTRICTED | $5,000 |
| NATIONAL LINKS TRUST | ||||||
| 37TH STREET | WASHINGTON | DC | 20015 | PC | UNRESTRICTED | $226 |
| GEORGETOWN LOMBARDI CANCER CENTER | ||||||
| 3800 RESERVOIR ROAD NW | WASHINGTON | DC | 20007 | PC | UNRESTRICTED | $5,000 |
| FAMILIAL DYSAUTONOMIA FOUNDATION | ||||||
| 315 W 39TH STREET SUITE 701 | NEW YORK | NY | 10018 | PC | UNRESTRICTED | $1,000 |
| MIDDLEBURY COLLEGE | ||||||
| 14 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | PC | UNRESTRICTED | $1,000 |
| YIVO INSTITUTE FOR JEWISH RESEARCH | ||||||
| 15 W 16TH STREET | NEW YORK | NY | 10011 | PC | UNRESTRICTED | $5,000 |
| NORWALK COMMUNITY COLLEGE FOUNDATIO | ||||||
| 188 RICHARDS AVENUE | NORWALK | CT | 06854 | PC | UNRESTRICTED | $1,000 |
| MERCY CORPS | ||||||
| 1111 19TH STREET | WASHINGTON | DC | 20036 | PC | UNRESTRICTED | $1,000 |
| RAINFOREST TRUST | ||||||
| 7078 AIRLIE ROAD | WARRENTON | VA | 20187 | PC | UNRESTRICTED | $5,000 |
| LA REGIONAL FOOD BANK | ||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | PC | UNRESTRICTED | $1,000 |
| TEENS FOR FOOD JUSTICE | ||||||
| 33 W 60TH ST STE 1211 | NEW YORK | NY | 10023 | PC | UNRESTRICTED | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PC | UNRESTRICTED | $10,000 |
| CONNECTICUT FOOD SHARE | ||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | UNRESTRICTED | $1,000 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | PC | UNRESTRICTED | $1,000 |
| EASTERSEALS | ||||||
| 141 W JACKSON BLVD SUITE 1400A | CHICAGO | IL | 60604 | PC | UNRESTRICTED | $1,750 |
| FROM THE HEART PRODUCTIONS | ||||||
| 1013 HARBOR BLVD 53 | OXNARD | CA | 93035 | PC | UNRESTRICTED | $1,000 |
| SCRANTON AREA COMMUNITY FOUNDATION | ||||||
| 612 JEFFERSON AVENUE | SCRANTON | PA | 18510 | PC | UNRESTRICTED | $2,000 |
| LPGA FOUNDATION | ||||||
| 100 INTERNATIONAL GOLF DRIVE | DAYTONA BEACH | FL | 32124 | PC | UNRESTRICTED | $1,000 |
| DEMOCRACY FORWARD | ||||||
| PO BOX 34553 | WASHINGTON | DC | 20043 | PC | UNRESTRICTED | $25,000 |
| ACLU FOUNDATION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | UNRESTRICTED | $25,000 |
| PUBLIC CITIZEN | ||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | PC | UNRESTRICTED | $25,000 |
| TERGAR SCHOOLS | ||||||
| 768 PUTNEY ROAD UNIT 1 1010 | BRATTLEBORO | VT | 05301 | PC | UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,976 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $471 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,498 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,932 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $122,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,901 | 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) |
|---|---|---|
| Amt | $4,395 | Amt |
| Net Investment Income | $4,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $13,539 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,539 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX PAID | $602 | $602 |
| FOREIGN TAX PAID | $455 | $455 |