THE MELANIE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MELANIE FOUNDATION INC (EIN 41-2192968)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349105329
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T14:43:34-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461785698 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHS WEALTH MANAGEMENT & CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 463 MOUNTAIN VIEW DR SUITE 205 | AddressLine1Txt |
| City | COLCHESTER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412192968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELANIE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELA | BusinessNameControlTxt |
| Phone | 5185842984 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 MARION PLACE | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE O'DONNELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5185842984 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE HARRIS | PreparerPersonNm |
| PTIN | P01036323 | PTIN |
| Phone | 8662476800 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $666,687 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $19,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,426 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,426 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $19,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,430 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,430 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $492 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,800 | OccupancyRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $248 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $396 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,430 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $883 | CashBOYAmt |
| Cash EOY | $448 | CashEOYAmt |
| Cash EOYFMV | $448 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,846 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,150 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,150 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $573,849 | CorporateStockBOYAmt |
| Corporate Stock EOY | $659,889 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $659,889 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $585,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $666,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $666,687 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $103 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $103 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $585,578 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $666,584 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $585,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $666,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $585,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $666,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $585,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,512 | OtherIncreasesAmt |
| Subtotal | $666,584 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $666,584 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $270 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $270 | SubtotalAmt |
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $270 | 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 |
| 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 | THEMELANIEFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | VICKI MEROLA | IndividualWithBooksNm |
| Phone | 5185842984 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 LEFFERTS ST | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | 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 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| COLLEEN SANITA | ||||||||
| 5 EMERALD LANE | SRATOGA SPRINGS | NY | 12866 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KARA WATERS | ||||||||
| 34 WEDGEWOOD DRIVE | SARATOGA SPRINGS | NY | 12866 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARIA MAURER | ||||||||
| 81 PRETTY BROOK ROAD | PRINCETON | NJ | 08540 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER SARVER | ||||||||
| 23 TROTTINGHAM DR | SARATOGA SPRINGS | NY | 12866 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COURTNEY HUFF | ||||||||
| 15728 EAST OAKLAND AVE | OAKLAND | FL | 34787 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE O'DONNELL | ||||||||
| 17 MARION PLACE | SARATOGA SPRINGS | NY | 12866 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| VICKI MEROLA | ||||||||
| 33 LEFFERTS ST | SARATOGA SPRINGS | NY | 12866 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHELLE MEROLA | ||||||||
| 25 PALMER HEIGHTS | SARATOGA SPRINGS | NY | 12866 | SECRETARY | 1.00 | $0 | $0 | $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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $270 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $64,687 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,079 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,795 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,893 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,818 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $236,272 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $17,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $253,772 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $64,687 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,079 | ExcessFromYear4Amt |
| Excess From Year3 | $50,795 | ExcessFromYear3Amt |
| Excess From Year2 | $17,893 | ExcessFromYear2Amt |
| Excess From Year1 | $14,818 | ExcessFromYear1Amt |
| Excess From Current Year | $17,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELANIE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 WASHINGTON STREET | AddressLine1Txt |
| Address Line2 | SUITE 4666 | AddressLine2Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5185842984 | RecipientPhoneNum |
| Recipient Email Address | MELANIESCHOLARSHIP@LIVE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ELIGABILITY REQUIREMENTS CURRENTLY ENROLLED IN A GRADUATE PROGRAM MAJORING IN THE MENTAL HEALTH FIELD IN THE UNITED STATES. PROGRAMS MUST BE ACCREDITED BY ONE OR MORE OF THE FOLLOWING CREDENTIALING AGENCIES: ACGME, APA, CACREP, CSWE, COAMFTE PROVIDE EVIDENCE OF PAST INVOLVEMENT IN EXTRACURRICULAR, VOLUNTEER, RESEARCH, AND/OR CAREER-RELATED ACTIVITIES. APPLICATION REQUIREMENTS CURRICULUM VITAE. PLEASE INCLUDE E-MAIL ADDRESS. (PDF) UNOFFICIAL TRANSCRIPTS (UNDERGRADUATE AND/OR GRADUATE). OFFICIAL TRANSCRIPTS MAY BE REQUESTED AT A LATER DATE. (PDF) TWO LETTERS OF REFERENCE SUPPORTING THE CANDIDATES APPLICATION FROM ADULTS WHO HAVE KNOWN THE CANDIDATE FOR MORE THAN 1 YEAR (AT LEAST ONE FROM A PROFESSIONAL IN THE MENTAL HEALTH FIELD, ANOTHER FROM AN INDIVIDUAL WHO HAS KNOWN THE CANDIDATE FOR 5 YEARS OR MORE). LETTERS OF REFERENCE SHOULD BE EMAILED DIRECTLY TO OUR EMAIL ADDRESS WITH THE APPLICANTS NAME AS THE SUBJECT OF THE EMAIL (MELANIESCHOLARSHIP@LIVE.COM) (PDF) A TYPED (DOUBLE-SPACED) ESS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MUST BE SUBMITTED BY MARCH 5TH. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CURRENTLY ENROLLED IN GRADUATE STUDIES IN MENTAL HEALTH IN THE UNITED STATES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MALLORY MIZVITOWICZ | ||||||
| 207 WEST DUPONT STREET | RIDLEY PARK | PA | 19078 | NONE | MENTAL HEALTH EDUCATION | $5,000 |
| AYANA CULHANE | ||||||
| 728 GULL WING COURT | GALLOWAY | NJ | 08205 | NONE | MENTAL HEALTH EDUCATION | $3,000 |
| ALICIA QUAYSON | ||||||
| 6800 GEORGIA AVE NW | WASHINGTON | DC | 20012 | NONE | MENTAL HEALTH EDUCATION | $3,000 |
| IBRAHEEM AHMAD | ||||||
| 8201 16TH STREET APT 504 | SILVER SPRINGS | MD | 20910 | NONE | MENTAL HEALTH EDUCATION | $3,000 |
| MATTHEW BADE | ||||||
| 3562 SE 26TH AVENUA | PORTLAND | OR | 97202 | NONE | MENTAL HEALTH EDUCATION | $3,000 |
| TOGA TOILETRIES | ||||||
| 1 BLUE STREAK BLVD | SARATOGA SPRINGS | NY | 12866 | NONE | STUDENT SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,426 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,430 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumberTxt |
| Relationship Statement | RAISED FUNDS FOR THE SCHOLARSHIP FUND AND GRANTS | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY FOUR IN ONE INDEX | StockNm |
| EOY Book Value | $659,889 | EOYBookValueAmt |
| EOYFMV | $659,889 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNDEPOSITED FUNDS | Desc |
| EOY Book Value | $200 | EOYBookValueAmt |
| EOYFMV | $200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $396 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAINS | Desc |
| Amt | $81,512 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $492 | Amt |