SIMON-STAUB FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIMON-STAUB FOUNDATION (EIN 46-2943589)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-03
- IRS object ID
- 202520939349100427
- Schema version
- 2024v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-03T17:23:26-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251619678 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOFFE & YOFFE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LEMOYNE DR STE 100 | AddressLine1Txt |
| City | LEMOYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 170431226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462943589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIMON-STAUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIMO | BusinessNameControlTxt |
| Phone | 7173431120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LEMOYNE DRIVE RM/STE 100 | AddressLine1Txt |
| City | LEMOYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY F STAUB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7173431120 | PhoneNum |
| Signature | 2025-04-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY N YOFFE | PreparerPersonNm |
| PTIN | P01478231 | PTIN |
| Phone | 7173431120 | PhoneNum |
| Preparation | 2025-04-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $44,877 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $53,325 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,673 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $56,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,708 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $464 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,745 | CashBOYAmt |
| Cash EOY | $11,631 | CashEOYAmt |
| Cash EOYFMV | $11,630 | CashEOYFMVAmt |
| Corporate Stock BOY | $48,292 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,247 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $63,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,877 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $63,037 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $59,923 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,037 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,037 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,114 | ExcessRevenueOverExpensesAmt |
| Subtotal | $59,923 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,923 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28 | SubtotalAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $28 | TaxDueAmt |
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 | PA | 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 | JEFFREY N YOFFE ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7173431120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 LEMOYNE DRIVE | AddressLine1Txt |
| Address Line2 | SUITE 100 | AddressLine2Txt |
| City | LEMOYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17043 | 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 |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY F STAUB | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1724 SHEEPFORD ROAD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.20 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | PROVIDING SCHOLARSHIPS TO STUDENTS TO FINANCIALLY ASSIST THEM IN OBTAINING A POST-HIGH SCHOOL EDUCATION. IN 2024, SCHOLARSHIPS WERE PAID ON BEHALF OF 10 STUDENTS. | Description1Txt |
| Expenses1 | $58,325 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,199 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $50,199 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28 | TotalTaxAmt |
| Distributable Before Adj | $2,444 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,444 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,444 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,325 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,325 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,444 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,256 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,637 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,733 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,357 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $199,983 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,325 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,444 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,881 | RemainingDistriFromCorpusAmt |
| Total Corpus | $255,864 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,256 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $228,608 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,000 | ExcessFromYear4Amt |
| Excess From Year3 | $47,637 | ExcessFromYear3Amt |
| Excess From Year2 | $42,733 | ExcessFromYear2Amt |
| Excess From Year1 | $42,357 | ExcessFromYear1Amt |
| Excess From Current Year | $55,881 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY F STAUB | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RICKY STAINS | |||||||
| 676 ESHELMAN STREET | HIGHSPIRE | PA | 17034 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,925 |
| ANSH SHAW | |||||||
| 518 MULBERRY DRIVE | MECHANICSBURG | PA | 17050 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,925 |
| VICTORIA BABISH | |||||||
| 4525 SPRING CREEK ROAD | HARRISBURG | PA | 17111 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,925 |
| OLIVIA ZIMMERMAN | |||||||
| 317 NORTH 25TH STREET | CAMP HILL | PA | 17011 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,925 |
| NICOLE BROWN | |||||||
| 4772 GLENVILLE RD | GLEN ROCK | PA | 17327 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,925 |
| CAMPBELL ZORTMAN | |||||||
| 6 LILAC COURT | HANOVER | PA | 17331 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,925 |
| GABRIELLE SKEEHAN | |||||||
| 1600 COPPERSTONE RD | HARRISBURG | PA | 171114819 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,925 |
| KAIDEN MILLER | |||||||
| 245 EDGEGROVE ROAD | HANOVER | PA | 17331 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,925 |
| ETHAN TRAN | |||||||
| 479 FRANCIS DRIVE | MECHANICSBURG | PA | 17050 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,925 |
| MEGAN RUORO | |||||||
| 303 EAST CRESTWOOD DRIVE | CAMP HILL | PA | 17011 | NONE | I | POST-HIGH SCHOOL SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,325 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,673 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,708 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,708 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARY F STAUB | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1724 SHEEPFORD ROAD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $53,325 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ISHARES LATIN AMERICA | StockNm |
| EOY Book Value | $48,292 | EOYBookValueAmt |
| EOYFMV | $33,247 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CHECKS | ||
| STOP PAYMENT FEE-FULTON BANK | ||
| COMM OF PA REGISTRATION FEE | $15 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $584 | Amt |
| Net Investment Income | $464 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $199 | $199 |
| FEDERAL EXCISE TAX | $24 |