STRATEGY STUDIO / PUBLIC DATA EXPLORER

RITA AND LEO GREENLAND FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
RITA AND LEO GREENLAND FAMILY FOUNDATION (EIN 13-7196982)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-01
IRS object ID
202321219349101842
Schema version
2022v5.0
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)
Return2023-05-01T06:34:24-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320017426PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARSAW & AVENA CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1191 GODWIN AVEAddressLine1Txt
CityWYCKOFFCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07481ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137196982EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RITA AND LEO GREENLANDBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRITABusinessNameControlTxt
Phone2032123024PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1597 WESTPORT AVENUE B540AddressLine1Txt
CityNORWALKCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06851ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW GREENLANDPersonNm
Person TitleTrusteePersonTitleTxt
Signature2023-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREWPersonFirstNm
Person LastGREENLANDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK J AVENAPreparerPersonNm
PTINP00009577PTIN
Phone2015601199PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,632,261FMVAssetsEOYAmt
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$155InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$155InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$49,902DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,902DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,055NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$429,071GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,055CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$17,055NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$2,372OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,372OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$69,484TotalRevAndExpnssAmt
Total Net Invst Incm$69,484TotalNetInvstIncmAmt
Total Adj Net Incm$17,055TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,045AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,045AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,393TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,393TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$13,330OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,330OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$20,768TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,768TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,784ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,784ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$121,552TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,768TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,784TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,068ExcessRevenueOverExpensesAmt
Net Investment Income$48,716NetInvestmentIncomeAmt
Adjusted Net Income$17,055AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$66,746CashBOYAmt
Cash EOY$106,629CashEOYAmt
Cash EOYFMV$106,629CashEOYFMVAmt
Corporate Stock BOY$1,507,801CorporateStockBOYAmt
Corporate Stock EOY$1,415,850CorporateStockEOYAmt
Corporate Stock EOYFMV$1,525,632CorporateStockEOYFMVAmt
Total Assets BOY$1,574,547TotalAssetsBOYAmt
Total Assets EOY$1,522,479TotalAssetsEOYAmt
Total Assets EOYFMV$1,632,261TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,574,547RetainedEarningBOYAmt
Retained Earning EOY$1,522,479RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,574,547TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,522,479TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,574,547TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,522,479TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,574,547TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,068ExcessRevenueOverExpensesAmt
Subtotal$1,522,479SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,522,479TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BNY MELLON - SHORT TERMP2022-12-312022-10-13$102,208$120,878-$18,670-$18,670
BNY MELLON - LONG TERMP2022-12-312022-12-19$326,863$291,138$35,725$35,725
FieldValueIRS element (for citing)
Capital Gain Net Income$17,055CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$17,055NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$677InvestmentIncomeExciseTaxAmt
Subtotal$677SubtotalAmt
Tax Based On Investment Income$677TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,764EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,764TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Overpayment$1,086OverpaymentAmt
Applied To ES Tax$680AppliedToESTaxAmt
Refund$406RefundAmt

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 StateNYOrgReportOrRegisterStateCd
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 Line1ANDREW GREENLANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2032123024PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1597 WESTPORT AVENUE B540AddressLine1Txt
CityNORWALKCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06851ZIPCd
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
ANDREW GREENLAND
597 WESTPORT AVENUE APT B540NORWALKCT06851Trustee0.00$0
SETH GREENLAND
2539 WESTRIDGE ROADLOS ANGELESCA90049Trustee0.00$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$1,631,058AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,025AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,643,083TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,643,083AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,646CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,618,437NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,922MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,922MinimumInvestmentReturnAmt
Tax Based On Investment Income$677TaxBasedOnInvestmentIncomeAmt
Total Tax$677TotalTaxAmt
Distributable Before Adj$80,245DistributableBeforeAdjAmt
Distributable Before Ded$80,245DistributableBeforeDedAmt
Distributable As Adjusted$80,245DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,784ExpensesAndContributionsAmt
Qualifying Distributions$100,784QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,245DistributableAsAdjustedAmt
Undistributed Income PY$66,425UndistributedIncomePYAmt
Qualifying Distributions$100,784QualifyingDistributionsAmt
Applied To Year1$66,425AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,359AppliedToCurrentYearAmt
Undistributed Income CY$45,886UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STEPPING STONES MUSEUM FOR CHILDREN
MATHEW PARKS 303 WEST AVENORWALKCT06850UNRESTRICTED$4,500
NEW YORK CARES
65 BROADWAY 19TH FLOORNEW YORKNY10006UNRESTRICTED$1,000
CONNECTICUT FOOD BANK
74 LINWOOD AVENUEFAIRFIELDCT06824UNRESTRICTED$1,500
ADL
605 3RD AVENUENEW YORKNY10158UNRESTRICTED$10,000
GEORGETOWN LOMBARDI CANCER CENTER
3800 RESERVOIR ROAD NWWASHINGTONDC20007UNRESTRICTED$5,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTHNEW YORKNY10010UNRESTRICTED$5,000
TERGAR INTERNATIONAL
1621 E HENNEPIN AVENUEMINNEAPOLISMN55414UNRESTRICTED$5,000
CORAL REEF ALLIANCE
1330 BROADWAYOAKLANDCA94612UNRESTRICTED$5,000
OCEAN CONSERVANCY
1300 19TH STREET NWWASHINGTONDC20036UNRESTRICTED$5,000
NATIONAL LINKS TRUST
37TH STREETWASHINGTONDC20015UNRESTRICTED$284
KAPLAN PUBLIC SERVICE FOUNDATION
170 WEST 74TH STREETNEW YORKNY10023UNRESTRICTED$250
MIDDLEBURY COLLEGE
14 OLD CHAPEL ROADMIDDLEBURYVT05753UNRESTRICTED$1,000
LOS ANGELES REGIONAL FOOD BANK
1734 E 41ST STREETLOS ANGELESCA90058UNRESTRICTED$4,000
YIVO INSTITUTE FOR JEWISH RESEARCH
15 W 16TH STREETNEW YORKNY10011UNRESTRICTED$1,000
CONNECTICUT COLLEGE
270 MONHEGAN AVE PARKWAYNEW LONDONCT06320UNRESTRICTED$1,000
MR HOLLAND'S OPUS FOUNDATION
4370 TUJUNGA AVENUESTUDIO CITYCA91604UNRESTRICTED$500
MGA FOUNDATION
49 KNOLLWOOD ROADELMSFORDNY10523UNRESTRICTED$1,000
NORWALK COMMUNITY COLLEGE FOUNDATIO
188 RICHARDS AVENUENORWALKCT06854UNRESTRICTED$2,000
FRIENDS OF THE IDF
PO BOX 4224NEW YORKNY10163UNRESTRICTED$500
PEN AMERICA
588 BROADWAY 303NEW YORKNY10012UNRESTRICTED$500
PARTNERS IN HEALTH
800 BOYLSTON STREET SUITE 300BOSTONMA02199UNRESTRICTED$1,000
DOCTORS WITHOUT BORDERS
PO BOX 530HAGERSTOWNMD21741UNRESTRICTED$1,000
MERCY CORPS
1111 19TH STREETWASHINGTONDC20036UNRESTRICTED$1,000
MAKE A WISH CT
56 COMMERCE DRIVETRUMBELLCT06611UNRESTRICTED$1,000
KJAZZ
1500 COTNER AVENUELOS ANGELESCA90025UNRESTRICTED$1,000
BRIDGE HOUSE INC
880 FAIRFIELD AVENUEBRIDGEPORTCT06605UNRESTRICTED$2,000
RAINFOREST TRUST
7078 AIRLIE ROADWARRENTONVA20187UNRESTRICTED$1,000
DYSAUTONOMIA FOUNDATION
8 WAPPOO CREEK PLCHARLESTONSC29412UNRESTRICTED$400
BUILDERS OF JEWISH EDUCATION
6711 HOOVER ROADINDIANAPOLISIN46260UNRESTRICTED$1,000
HOLOCAUST MUSEUM LA
100 THE GROVE DRIVELOS ANGELESCA90036UNRESTRICTED$500
RELEASE RECOVERY FOUNDATION
240 W 102ND ST APT 31NEW YORKNY10025UNRESTRICTED$250
CITY HARVEST INC
6 EAST 32ND STREETNEW YORKNY10016UNRESTRICTED$4,000
TEENS FOR FOOD JUSTICE
33 W 60TH ST STE 1211NEW YORKNY10023UNRESTRICTED$500
TREES WATER PEOPLE
633 REMINGTON STREETFORT COLLINSCO80524UNRESTRICTED$500
COALITION FOR THE HOMELESS INC
129 FULTON STREETNEW YORKNY10038UNRESTRICTED$1,000
CAMERA
PO Box 35040BOSTONMA02135UNRESTRICTED$1,000
FRESH AIR FUND
633 THIRD AVE 14TH FLOORNEW YORKNY10017UNRESTRICTED$1,000
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREET 18TH FLOORNEW YORKNY10004UNRESTRICTED$1,000
PLANNED PARENTHOOD
26 BLEECKER STREETNEW YORKNY10012UNRESTRICTED$1,000
PLANNED PARENTHOOD
26 BLEECKER STREETNEW YORKNY10012UNRESTRICTED$500
MERCY CORPS
1111 19TH STREETWASHINGTONDC20036UNRESTRICTED$5,000
YIVO INSTITUTE FOR JEWISH RESEARCH
15 W 16TH STREETNEW YORKNY10011UNRESTRICTED$3,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EASTFAIRFIELDCT06825UNRESTRICTED$1,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EASTFAIRFIELDCT06825UNRESTRICTED$5,000
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY10168UNRESTRICTED$1,000
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY10168UNRESTRICTED$5,000
UPWARD BOUND HOUSE
1104 WASHINGTON AVENUESANTA MONICACA90403UNRESTRICTED$250
TEMPLE ISIAH
1404 STONY BROOK ROADSTONY BROOKNY11790UNRESTRICTED$1,000
PACE WOMENS JUSTICE CENTER
ONE PACE PLAZANEW YORKNY10038UNRESTRICTED$1,000
PXE INTERNATIONAL
4301 CONNECTICUT AVENUE NWWASHINGTONDC20008UNRESTRICTED$250
RECIPROCITY FOUNDATION
337 E 17TH STREETNEW YORKNY10003UNRESTRICTED$1,000
WRITERS GUILD FOUNDATION
7000 WEST THIRD STREETLOS ANGELESCA90048UNRESTRICTED$500
CITY HARVEST
6 EAST 32ND STREETNEW YORKNY10016UNRESTRICTED$100
FREEDOM HOUSE
1850 M STREETWASHINGTONDC20036UNRESTRICTED$1,000
GABRIELINO TONGVA SPRINGS FOUNDATIO
3229 ROSE AVELOS ANGELESCA90066UNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,784TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$155ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,902ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,372RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,055RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$50,057ExclusionAmt
Related Or Exempt Function Incm$19,427RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$69,484TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$4,045Amt
Net Investment Income$4,045NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$13,330RevenueAndExpensesPerBooksAmt
Net Investment Income$13,330NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$2,372RevenueAndExpensesPerBooksAmt
Net Investment Income$2,372NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL INCOME TAX PAID$2,608$2,608
FOREIGN TAX PAID$535$535
STATE TAX PAID$250$250