STRATEGY STUDIO / PUBLIC DATA EXPLORER

DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC (EIN 65-0781900)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-09-18
IRS object ID
202432629349100708
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-09-18T12:07:09-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN640433645PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ellis & Hirsberg CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 400AddressLine1Txt
CityClarksdaleCityNm
State AbbreviationMSStateAbbreviationCd
ZIP38614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650781900EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dan Seligman Family CharitableBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDANSBusinessNameControlTxt
Phone4079205700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11374 Captiva CoveAddressLine1Txt
CitySanfordCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32771ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonArlene SeligmanPersonNm
Person TitleDirectorPersonTitleTxt
Signature2024-09-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRicky ChurchwellPreparerPersonNm
PTINP00114081PTIN
Phone6626244332PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$629,677FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,447InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,447InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,447InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,377DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,377DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,377DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$39,980NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$123,532GrossSalesPriceAmt
Total Rev And Expnss-$32,156TotalRevAndExpnssAmt
Total Net Invst Incm$7,824TotalNetInvstIncmAmt
Total Adj Net Incm$7,824TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,000CompOfcrDirTrstNetInvstIncmAmt
Other Prof Fees Rev And Expnss$11,618OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,618OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,372TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$22,990TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,621TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,060ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,060ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,050TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,621TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,060TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$68,206ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$7,824AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$156,425CashBOYAmt
Cash EOY$33,712CashEOYAmt
Cash EOYFMV$33,712CashEOYFMVAmt
Acct Rcvbl$16,000AcctRcvblAmt
Acct Rcvbl BOY$16,000AcctRcvblBOYAmt
Acct Rcvbl EOY$16,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$16,000AcctRcvblEOYFMVAmt
Corporate Stock BOY$433,740CorporateStockBOYAmt
Corporate Stock EOY$488,247CorporateStockEOYAmt
Corporate Stock EOYFMV$579,965CorporateStockEOYFMVAmt
Total Assets BOY$606,165TotalAssetsBOYAmt
Total Assets EOY$537,959TotalAssetsEOYAmt
Total Assets EOYFMV$629,677TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$41,010AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$41,010AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$565,155RetainedEarningBOYAmt
Retained Earning EOY$496,949RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$606,165TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$537,959TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$606,165TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$537,959TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$606,165TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$68,206ExcessRevenueOverExpensesAmt
Subtotal$537,959SubtotalAmt
Tot Net Ast Or Fund Balances EOY$537,959TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
329 SHARES IAA INCORPORATEDP2022-02-152023-01-13$12,965$11,940$1,025$1,025
742 SHARES ALTICE USA INCORPORATED CL AP2022-08-302023-06-27$2,040$7,236-$5,196-$5,196
1133 SHARES ALTICE USA INCORPORATED CL AP2023-03-242023-06-27$3,116$3,511-$395-$395
1079 SHARES ALTICE USA INCORPORATED CL AP2023-03-242023-09-21$3,685$3,344$341$341
99 SHARES GFL ENVIRONMENTAL INCORPORATED SUB VTGP2022-12-272023-09-21$3,278$2,855$423$423
26 SHARES WILLIS TOWERS WATSON PUB LIMITED SHSP2016-11-222023-04-28$5,861$3,249$2,612$2,612
24 SHARES MOLSON COORS BEVERAGE COMPANY CLASS BP2018-12-312023-05-03$1,563$1,343$220$220
67 SHARES MOLSON COORS BEVERAGE COMPANY CLASS BP2019-08-062023-05-03$4,365$3,430$935$935
87 SHARES MOLSON COORS BEVERAGE COMPANY CLASS BP2020-02-272023-05-03$5,668$4,463$1,205$1,205
430 SHARES ALTICE USA INCORPORATED CL AP2021-06-022023-06-27$1,182$15,200-$14,018-$14,018
200 SHARES ALTICE USA INCORPORATED CL AP2021-07-082023-06-27$550$6,859-$6,309-$6,309
157 SHARES ALTICE USA INCORPORATED CL AP2021-07-292023-06-27$432$4,899-$4,467-$4,467
107 SHARES ALTICE USA INCORPORATED CL AP2021-07-302023-06-27$294$3,301-$3,007-$3,007
217 SHARES ALTICE USA INCORPORATED CL AP2021-09-152023-06-27$597$5,738-$5,141-$5,141
147 SHARES ALTICE USA INCORPORATED CL AP2021-09-202023-06-27$404$3,687-$3,283-$3,283
133 SHARES ALTICE USA INCORPORATED CL AP2021-09-222023-06-27$366$3,377-$3,011-$3,011
375 SHARES ALTICE USA INCORPORATED CL AP2021-09-242023-06-27$1,031$7,778-$6,747-$6,747
280 SHARES ALTICE USA INCORPORATED CL AP2021-11-102023-06-27$770$4,944-$4,174-$4,174
295 SHARES ALTICE USA INCORPORATED CL AP2021-11-292023-06-27$811$4,753-$3,942-$3,942
168 SHARES ALTICE USA INCORPORATED CL AP2021-12-102023-06-27$462$2,532-$2,070-$2,070
601 SHARES ALTICE USA INCORPORATED CL AP2022-02-182023-06-27$1,653$6,924-$5,271-$5,271
11 SHARES MOLSON COORS BEVERAGE COMPANYP2020-02-272023-07-31$762$564$198$198
8 SHARES MOLSON COORS BEVERAGE COMPANYP2020-03-112023-07-31$554$334$220$220
72 SHARES ARTISAN PARTNERS ASSET MGMTP2018-10-092023-08-21$2,632$1,728$904$904
34 SHARES BROWN & BROWN INCP2016-11-222023-09-07$2,494$723$1,771$1,771
107 SHARES ENERPAC TOOL GROUP CORPORATIONP2016-11-222023-09-13$2,902$2,824$78$78
4 SHARES AFFILIATED MANAGERS GROUPP2019-05-202023-09-21$537$352$185$185
6 SHARES AFFILIATED MANAGERS GROUPP2019-05-312023-09-21$806$505$301$301
32 SHARES AFFILIATED MANAGERS GROUPP2019-08-062023-09-21$4,297$2,568$1,729$1,729
9 SHARES LPL FINL HLDGS INCP2016-11-222023-09-21$2,163$365$1,798$1,798
40 SHARES US FOODS HLDG CORPORATIONP2020-06-262023-09-23$1,605$761$844$844
185 SHARES CLARIVATE PLC ORD SHSP2022-02-182023-09-21$1,338$2,944-$1,606-$1,606
59 SHARES ENERPAC TOOL GROUP CORPORATIONP2016-11-222023-10-11$1,594$1,557$37$37
63 SHARES ENERPAC TOOL GROUP CORPORATIONP2016-11-222023-10-12$1,661$1,663-$2-$2
16 SHARES ENERPAC TOOL GROUP CORPORATIONP2016-11-222023-10-27$457$422$35$35
43 SHARES ENERPAC TOOL GROUP CORPORATIONP2016-11-222023-10-30$1,229$1,135$94$94
176 SHARES ENERPAC TOOL GROUP CORPORATIONP2016-11-222023-10-31$4,991$4,645$346$346
10 SHARES WILLIS TOWERS WATSON PUB LIMITED SHSP2016-11-222023-11-03$2,352$1,250$1,102$1,102
88 SHARES BROWN & BROWN INCP2016-11-222023-11-06$6,238$1,872$4,366$4,366
21 SHARES ARTISAN PARTNERS ASSET MGMTP2018-10-092023-11-15$793$504$289$289
102 SHARES ARTISAN PARTNERS ASSET MGMTP2018-12-102023-11-15$3,854$1,698$2,156$2,156
4 SHARES ARTISAN PARTNERS ASSET MGMTP2018-12-112023-11-15$151$68$83$83
38 SHARES ARTISAN PARTNERS ASSET MGMTP2020-03-112023-11-15$1,436$722$714$714
157 SHARES FRANKLIN RESOURCES INCP2020-03-042023-11-16$3,841$3,666$175$175
58 SHARES ENERPAC TOOL GROUP CORPORATIONP2016-11-222023-11-27$1,615$1,531$84$84
10 SHARES ENERPAC TOOL GROUP CORPORATIONP2016-11-252023-11-27$278$265$13$13
46 SHARES ENERPAC TOOL GROUP CORPORATIONP2017-12-212023-11-27$1,281$1,141$140$140
31 SHARES ENERPAC TOOL GROUP CORPORATIONP2017-12-212023-11-28$848$769$79$79
26 SHARES ENERPAC TOOL GROUP CORPORATIONP2017-12-212023-11-29$715$645$70$70
47 SHARES ENERPAC TOOL GROUP CORPORATIONP2019-01-032023-11-29$1,292$967$325$325
231 SHARES FRANKLIN RESOURCES INCP2020-03-042023-11-29$5,683$5,394$289$289
211 SHARES FRANKLIN RESOURCES INCP2020-03-112023-11-29$5,191$3,997$1,194$1,194
42 SHARES ENERPAC TOOL GROUP CORPORATIONP2019-01-042023-11-30$1,146$887$259$259
8 SHARES ENERPAC TOOL GROUP CORPORATIONP2019-01-072023-11-30$218$172$46$46
143 SHARES ARTISAN PARTNERS ASSET MGMTP2020-03-112023-12-04$5,485$3,511$1,974$1,974
FieldValueIRS element (for citing)
Capital Gain Net Income-$39,980CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$3,802NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Arlene SeligmanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4079205700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11374 Captiva CoveAddressLine1Txt
CitySanfordCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32771ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Arlene Seligman
1374 Captiva CoveSanfordFL32771Director2.00$10,000
Deborah Muller
5674 Bassett PlaceSanfordFL32771Director2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$497,302AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$107,984AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$16,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$621,286TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$621,286AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,319CashDeemedCharitableAmt
Net Vl Noncharitable Assets$611,967NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,598MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,598MinimumInvestmentReturnAmt
Distributable Before Adj$30,598DistributableBeforeAdjAmt
Distributable Before Ded$30,598DistributableBeforeDedAmt
Distributable As Adjusted$30,598DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,060ExpensesAndContributionsAmt
Qualifying Distributions$13,060QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,598DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$24,912ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,806ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$26,718TotalExcessDistributionCyovAmt
Qualifying Distributions$13,060QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,060AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$17,538ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$17,538ExcessDistributionCyovAppCYAmt
Total Corpus$9,180TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$9,180ExcessDistriCyovToNextYrAmt
Excess From Year4$7,374ExcessFromYear4Amt
Excess From Year2$1,806ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonArlene SeligmanRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11374 CaptivaAddressLine1Txt
CitySanfordCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32771ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4079205700RecipientPhoneNum
Recipient Email Addressseligmanac@gmail.comRecipientEmailAddressTxt
Form And Info And MaterialsNo special forms required.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonCanine Companions FundRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 680388AddressLine1Txt
CityOrlandoCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32868ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCharitableGrantOrContributionPurposeTxt
Amt$13,060Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,060TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,447ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,377ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$39,980RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,824ExclusionAmt
Related Or Exempt Function Incm-$39,980RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$32,156TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAdvisory feesCategoryTxt
Amt$11,618Amt
Net Investment Income$11,618NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$3$3
IRS$1,369