KAHLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KAHLE FOUNDATION INC (EIN 65-0754647)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-09
- IRS object ID
- 202320689349100207
- Schema version
- 2022v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-09T09:32:14-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650761640 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THURN & BOYLE PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 20TH ST | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650754647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAHLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAHL | BusinessNameControlTxt |
| Phone | 7725639332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 66TH AVENUE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE A KAHLE JR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7725639332 | PhoneNum |
| Signature | 2023-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | KAHLE JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA B THURN | PreparerPersonNm |
| PTIN | P01326005 | PTIN |
| Phone | 7725624158 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,790,605 | 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 |
| Dividends Rev And Expnss | $70,265 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,265 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,423,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,713 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,978 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,780 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $271 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,199 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,999 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,198 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $113,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,908 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,107,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,990,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,676,697 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,149,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,104,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,790,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,149,974 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,104,681 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,149,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,104,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,149,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,104,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,149,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,104,700 | SubtotalAmt |
| Other Decreases | $19 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,104,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 12,254.902 SHS LORD ABBETT SHORT DURATION INCOME CL ALORD ABBETT SHORT DU | P | 2016-11-29 | 2022-02-24 | $50,000 | $52,158 | -$2,158 | -$2,158 |
| 7,082.153 SHS LORD ABBETT HIGH YIELD CLASS A | P | 2016-11-29 | 2022-02-24 | $50,000 | $52,959 | -$2,959 | -$2,959 |
| WARNER BROS DISCOVERY INC-CASH IN LIEU | P | 2015-04-15 | 2022-04-13 | $24 | $28 | -$4 | -$4 |
| 44,038.870 SHS MFO LORD ABBETT HIGH YIELD | P | 2016-11-29 | 2022-06-02 | $293,299 | $329,115 | -$35,816 | -$35,816 |
| 84,637.540 SHS MFO LORD ABBETT INVT TR SHORT DURATION | P | 2016-11-29 | 2022-06-02 | $336,011 | $360,137 | -$24,126 | -$24,126 |
| 17,298.170 SHS MFO LORD ABBETT INVT TR TOTAL RETURN FD | P | 2016-11-29 | 2022-06-02 | $161,911 | $178,553 | -$16,642 | -$16,642 |
| 734 SHS MFC SPDR S&P 500 ETF | P | 2016-11-29 | 2022-06-02 | $302,082 | $156,010 | $146,072 | $146,072 |
| 1,189 SHS MFC FLEXSHARES TRUST HIGH YIELD | P | 2022-06-02 | 2022-07-22 | $50,207 | $51,950 | -$1,743 | -$1,743 |
| 3,024.190 SHS MFB NORTHERN FDS ULTRA SHORT FIXED | P | 2022-06-02 | 2022-10-25 | $30,000 | $30,363 | -$363 | -$363 |
| 195 SHS MFC SPDR GOLD TR | P | 2021-09-21 | 2022-10-24 | $29,968 | $33,126 | -$3,158 | -$3,158 |
| 362 SHS WARNER BROS DISCOVERY INC | P | 2017-01-01 | 2022-10-24 | $4,809 | $11,616 | -$6,807 | -$6,807 |
| 260 SHS MFC SPDR GOLD TR | P | 2017-01-01 | 2022-10-25 | $40,017 | $35,668 | $4,349 | $4,349 |
| 8,047.210 SHS MFO BLACKROCK FUNDS V | P | 2022-06-02 | 2022-10-26 | $75,000 | $76,932 | -$1,932 | -$1,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,713 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,573 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,573 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $747 | OverpaymentAmt |
| Applied To ES Tax | $747 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEORGE A KAHLE JR | IndividualWithBooksNm |
| Phone | 7725639332 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 66TH AVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| SANDRA R KAHLE | ||||||||
| 275 66TH AVE | VERO BEACH | FL | 32968 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE A KAHLE JR | ||||||||
| 275 66TH AVE | VERO BEACH | FL | 32968 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE A KAHLE III | ||||||||
| 275 66TH AVE | VERO BEACH | FL | 32968 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,905,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,013,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,013,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,968,594 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,573 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,573 | TotalTaxAmt |
| Distributable Before Adj | $146,857 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,857 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,857 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,999 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,999 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $6,556 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,999 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,142 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,698 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,698 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $6,556 | ExcessFromYear1Amt |
| Excess From Current Year | $9,142 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANDRA R KAHLE | ContributingManagerNm |
| Contributing Manager | GEORGE A KAHLE JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABACO STRONG | ||||||||
| 5604 JORDAN ROAD | BETHESDA | MD | 20816 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| ALZHEIMER & PARKINSON ASSOC OF IRC | ||||||||
| 2300 5TH AVE SUITE 150 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |
| AMERICAN RED CROSS OF PB & TREASURE COAST | ||||||||
| 1250 N POINT PARKWAY | WEST PALM BEACH | FL | 33407 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITYFURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| AMERICANS FOR IMMIGRANT JUSTICE | ||||||||
| 6355 NW 36TH STREET SUITE 2201 | MIAMI | FL | 33166 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ASPCA | ||||||||
| 424 E 92ND STREET | NEW YORK | NY | 10127 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| ASPEN PUBLIC RADIO | ||||||||
| 110 EAST HALLARN STREET SUITE 134 | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ASPEN-SANTA FE BALLET | ||||||||
| 0245 SAGE WAY | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| BALLET VERO BEACH | ||||||||
| 2135 WINDWARD WAY 209 | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |
| BASALT REGIONAL LIBRARY | ||||||||
| 14 MIDLAND AVENUE | BASALT | CO | 816218305 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| BIG BROTHERS BIG SISTERS OF IRC | ||||||||
| 1846 18TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| BOULDER COUNTY COMMUNITY FOUNDATION | ||||||||
| 1123 SPRUCE STREET | BOULDER | CO | 80302 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| C-CHANGE CONVERSATIONS | ||||||||
| PO BOX 1206 | PRINCETON | NJ | 08542 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,200 | |
| CASA CORNELIA LAW CENTER | ||||||||
| 2760 FIFTH AVENUE SUITE 200 | SAN DIEGO | CA | 921036325 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| CHILD CARE RESOURCES OF INDIAN RIVER | ||||||||
| 2300 5TH AVE SUITE 149 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| COMMUNITY CHURCH | ||||||||
| 1901 23RD STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| CROSSOVER MISSION | ||||||||
| 4425 US HIGHWAY 1 | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ENGLISH IN ACTIONCDNC | ||||||||
| PO BOX 4856 | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | ||||||||
| 1020 19TH STREET NW SUITE 650 | WASHINGTON | DC | 200366101 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,200 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| ENVIRONMENTAL LEARNING CENTER | ||||||||
| 255 LIVE OAK DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 | |
| FRIENDS AFTER DIAGNOSIS | ||||||||
| 3404 AVIATION BLVD | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| GIFFORD COMMUNITY CULTURAL & RESOURCE | ||||||||
| PO BOX 644347 | VERO BEACH | FL | 32964 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 | |
| GIFFORD YOUTH ACHIEVEMENT CENTER | ||||||||
| 4875 43RD AVENUE | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| GIRLS ON THE RUN TREASURE COAST | ||||||||
| PO BOX 114 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| HANLEY FOUNDATION | ||||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 103 | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| INDIAN RIVER LAND TRUST | ||||||||
| 80 ROYAL PALM POINTE 301 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| INDIAN RIVER SOCCER ASSOCIATION FOUNDATION | ||||||||
| BOX 650611 | VERO BEACH | FL | 32965 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $8,000 | |
| INDIAN RIVER VOLUNTEER AMBULANCE SQUAD | ||||||||
| 3401 INDIAN RIVER DRIVE EAST | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| IRSC FOUNDATION | ||||||||
| 3209 VIRGINIA AVENUE | FORT PIERCE | FL | 349815596 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| KEALA FOUNDATION | ||||||||
| PO BOX 785 | LAWAI | HI | 96765 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,200 | |
| LAURA RIDING JACKSON FOUNDATION | ||||||||
| 1914 14TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| LIFE BUILDERS OF THE TREASURE COAST INC | ||||||||
| 216 S 2ND STREET | FT PIERCE | FL | 34950 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| LIFT-UP | ||||||||
| PO BOX 1928 | RIFLE | CO | 816501928 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| LITERACY SERVICES OF IRC | ||||||||
| 1600 21ST STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| MCKEE BOTANICAL GARDEN | ||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $3,500 | |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER | ||||||||
| 820 37TH PLACE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| MENTAL HEALTH COLLABORATIVE OF IRC | ||||||||
| 2345 14TH AVE SUITE 5 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $10,000 | |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | ||||||||
| PO BOX 96670 | WASHINGTON | DC | 20077 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| PELICAN ISLAND AUDOBON SOCIETY | ||||||||
| 195 9TH STREET SOUTHEAST | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 334096416 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| RIVERSIDE THEATRE | ||||||||
| 3250 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| SCHOLARSHIP FOUNDATION OF IRC | ||||||||
| PO BOX 1820 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| SCOTT CONNELLY MEDICAL TRUST CO BRIAN CONNELLY PLLC | ||||||||
| 1201 19TH PLACE STE B-200 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $10,000 | |
| SCOTT CONNELLY MEDICAL TRUST CO BRIAN CONNELLY PLLC-PRIOR YEAR VOIDED PMT | ||||||||
| 1201 19TH PLACE STE B-200 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | -$5,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| PO BOX 1525 | RANSON | WV | 25438 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36177 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,500 | |
| SPECIAL EQUESTRIANS OF THE TREASURE COAST | ||||||||
| PO BOX 651312 | VERO BEACH | FL | 32965 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| ST EDWARD'S SCHOOL | ||||||||
| 1895 SAINT EDWARDS DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $22,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| SUBSTANCE ABUSE COUNCIL OF IRC | ||||||||
| 1507 20TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| SUNSHINE PHYSICAL THERAPY | ||||||||
| 1705 17TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| THE ARC SOUTHBAY | ||||||||
| 1137 E JANIS STREET | CARSON | CA | 90746 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,200 | |
| THE ARC INC | ||||||||
| 1375 16TH AVENUE | VERO BEACH | FL | 329609818 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |
| THE ARTS CAMPUS AT WILLITS | ||||||||
| 400 ROBINSON STREET | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| THE LEARNING ALLIANCE | ||||||||
| PO BOX 2647 | VERO BEACH | FL | 329612647 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |
| THE SOURCE | ||||||||
| PO BOX 2458 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |
| TREASURE CAY COMMUNITY FOUNDATION INC- PRIOR YEAR VOIDED PAYMENT | ||||||||
| 990 OLD DIXIE HIGHWAY STE 14 | LAKE PARK | FL | 33403 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | -$5,000 | |
| TREASURE COAST FOOD BANK | ||||||||
| 3051 INDUSTRIAL 25TH STREET | FT PIERCE | FL | 34946 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| UNITARIAN UNIVERSALIST FELLOWSHIP | ||||||||
| 1590 27TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| UNITED WAY OF INDIAN RIVER COUNTY | ||||||||
| PO BOX 1960 | VERO BEACH | FL | 329619950 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $12,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| LEEDS SCHOOL OF BUSINESS ANNUAL | DENVER | CO | 80217 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,000 | FUND PO BOX 17126 |
| VERO HERITAGE INC | ||||||||
| PO BOX 303 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $6,000 | |
| VNA & HOSPICE FOUNDATION | ||||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| VOLUNTEER FLORIDA FOUNDATION | ||||||||
| 1545 RAYMOND DIEHL ROAD SUITE 250 | TALLAHASSEE | FL | 32308 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| WAKE FOREST FUND FOR THE COLLEGE | ||||||||
| P O BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| WHOLE FAMILY HEALTH CENTER | ||||||||
| 981 37TH PLACE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| WQCS | ||||||||
| 3209 VIRGINIA AVENUE | FT PIERCE | FL | 34981 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| WXEL TV | ||||||||
| 3401 SOUTH CONGRESS AVE | BOYNTON BEACH | FL | 33426 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,265 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,713 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $124,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,978 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCK STOCK | $134,059 | $183,068 |
| OTHER LISTED STOCKS | $1,856,762 | $2,493,629 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $28 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $19 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $11,780 | $11,780 | $0 |
| ANNUAL FL FEE | $61 | $0 | $61 |
| POSTAGE | $60 | $0 | $60 |
| CHECK ORDERS | $150 | $0 | $150 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING SERVICES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $2,473 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |