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LEVIN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LEVIN FAMILY FOUNDATION (EIN 83-0353613)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-30
IRS object ID
202411219349101216
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-30T09:48:39-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN542024361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TURNER LEINS & GOLD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 KING FARM BLVD SUITE 550AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830353613EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEVIN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARK D LEVIN TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEVIBusinessNameControlTxt
Phone7604361496PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1822 NOLBEY STREETAddressLine1Txt
CityCARDIFFCityNm
State AbbreviationCAStateAbbreviationCd
ZIP920071144ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL LEVINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7604361496PhoneNum
Signature2024-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastLEVINPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Form8822 B AttachedYes (X)Form8822BAttachedInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARY A BOSWELLPreparerPersonNm
PTINP00006147PTIN
Phone3013406300PhoneNum
Preparation2024-04-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$812,685FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$25,897DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,897DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$24,029NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$417,275GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,868TotalRevAndExpnssAmt
Total Net Invst Incm$25,897TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,950TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,950TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$42,082ExcessRevenueOverExpensesAmt
Net Investment Income$25,897NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$34,331SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,857SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,857SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$711,787CorporateStockBOYAmt
Corporate Stock EOY$805,828CorporateStockEOYAmt
Corporate Stock EOYFMV$805,828CorporateStockEOYFMVAmt
Total Assets BOY$746,118TotalAssetsBOYAmt
Total Assets EOY$812,685TotalAssetsEOYAmt
Total Assets EOYFMV$812,685TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$746,118RetainedEarningBOYAmt
Retained Earning EOY$812,685RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$746,118TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$812,685TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$746,118TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$812,685TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$746,118TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$42,082ExcessRevenueOverExpensesAmt
Other Increases$108,649OtherIncreasesAmt
Subtotal$812,685SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$812,685TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JANNEY SHORTP$2,088$1,990$98$98
JANNEY LONGP$415,187$439,314-$24,127-$24,127
FieldValueIRS element (for citing)
Capital Gain Net Income-$24,029CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$360InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$360SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$360TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,481EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,481TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,121OverpaymentAmt
Applied To ES Tax$1,121AppliedToESTaxAmt
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 StateMDOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksMARK D LEVINIndividualWithBooksNm
Phone7604361496PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1822 NOLBEY STREETAddressLine1Txt
CityCARDIFFCityNm
State AbbreviationCAStateAbbreviationCd
ZIP920071144ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL D LEVIN
1329 WALLACH PLACEWASHINGTONDC20009CO-TRUSTEE1.00$0$0$0
MARK D LEVIN
822 NOLBEY STREETCARDIFFCA920071144CO-TRUSTEE1.00$0$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$774,543AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,128AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$783,671TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$783,671AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,755CashDeemedCharitableAmt
Net Vl Noncharitable Assets$771,916NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,596MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,596MinimumInvestmentReturnAmt
Tax Based On Investment Income$360TaxBasedOnInvestmentIncomeAmt
Total Tax$360TotalTaxAmt
Distributable Before Adj$38,236DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$38,236DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$38,236DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,236DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,711ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,723ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,068ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,717ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,154ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,373TotalExcessDistributionCyovAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,236AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,764RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$36,137TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,711ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,426ExcessDistriCyovToNextYrAmt
Excess From Year4$9,723ExcessFromYear4Amt
Excess From Year3$8,068ExcessFromYear3Amt
Excess From Year2$3,717ExcessFromYear2Amt
Excess From Year1$3,154ExcessFromYear1Amt
Excess From Current Year$3,764ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCAROL D LEVINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11620 SWANN STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200096401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2022654818RecipientPhoneNum
Form And Info And MaterialsNO REQUIRED FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSTATED GOALS - CONTRIBUTE TO ORGANIZATIONS DULY AUTHORIZED TO CARRY ON CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL ACTIVITIES WITH FUNDING FROM THE LEVIN FAMILY FOUNDATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPUBLIC CHARITYCHARITY FUND$2,100
BUENA VISTA NATURE CENTER
PO BOX 480OCEANSIDECA92049NONEPUBLIC CHARITYCHARITY FUND$2,100
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NEWASHINGTONDC20017NONEPUBLIC CHARITYCHARITY FUND$3,000
CMEA
2417 N 11TH AVENUEHANFORDCA93230NONEPUBLIC CHARITYCHARITY FUND$1,050
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD21741NONEPUBLIC CHARITYCHARITY FUND$2,000
ECHO HILL CAMPERSHIP FUND
PO BOX 5923BETEHSDAMD20824NONEPUBLIC CHARITYCHARITY FUND$3,000
ELECTRONIC FRONTIER FOUNDATION
815 EDDY STREETSAN FRANCISCOCA94109NONEPUBLIC CHARITYCHARITY FUND$2,100
ENVIRONMENTAL DEFENSE FUND INC
PO BOX 98051WASHINGTONDC200778051NONEPUBLIC CHARITYCHARITY FUND$2,100
FOOD AND FRIENDS
219 RIGGS ROAD NEWASHINGTONDC20011NONEPUBLIC CHARITYCHARITY FUND$5,500
FRIENDSHIP PLACE
3655 CALVERT STREET NWWASHINGTONDC20007NONEPUBLIC CHARITYCHARITY FUND$1,000
HABITAT FOR HUMANITY
322 WEST LAMAR STAMERICUSGA317093543NONEPUBLIC CHARITYCHARITY FUND$2,100
HUMANITY FOR HORSES
PO BOX 1510MOUNT SHASTACA96067NONEPUBLIC CHARITYCHARITY FUND$2,100
HUNGER FREE AMERICA
50 BROAD STNEW YORKNY10004NONEPUBLIC CHARITYCHARITY FUND$2,100
LAUGHING PONY RESCUE
PO BOX 32RANCHO SANTA FECA92067NONEPUBLIC CHARITYCHARITY FUND$525
MARTHA'S TABLE
2375 ELVANS ROAD SEWASHINGTONDC20020NONEPUBLIC CHARITYCHARITY FUND$1,000
NATURE COLLECTIVE
PO BOX 230634ENCINITASCA920230634NONEPUBLIC CHARITYCHARITY FUND$2,100
REWILD
PO BOX 129AUSTINTX78767NONEPUBLIC CHARITYCHARITY FUND$2,100
SAVING HORSES INC
3224 WILDFLOWER VALLEY DRIVEENCINITASCA92024NONEPUBLIC CHARITYCHARITY FUND$525
SO OTHERS MIGHT EAT
71 O STREET NWWASHINGTONDC20001NONEPUBLIC CHARITYCHARITY FUND$1,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104NONEPUBLIC CHARITYCHARITY FUND$2,000
WAMU RADIO STATION - PUBLIC BROADCASTING
PO BOX 17539BALTIMOREMD212971539NONEPUBLIC CHARITYCHARITY FUND$1,000
WHITMAN WALKER CLINIC INC
1701 14TH STREET NWWASHINGTONDC20009NONEPUBLIC CHARITYCHARITY FUND$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,897ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$24,029RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$25,897ExclusionAmt
Related Or Exempt Function Incm-$24,029RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,868TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4STATED GOALS - CONTRIBUTE TO ORGANIZATIONS DULY AUTHORIZED TO CARRY ON CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES.
8STATED GOALS - CONTRIBUTE TO ORGANIZATIONS DULY AUTHORIZED TO CARRY ON CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES.

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$1,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$805,828EOYBookValueAmt
EOYFMV$805,828EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN VALUEDesc
Amt$108,649Amt