ARTS EQUITY & EDUCATION FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ARTS EQUITY & EDUCATION FUND (EIN 82-3746641)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-05
- IRS object ID
- 202341259349100409
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-05T07:41:57-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020662166 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILES & THIRION CPA FIRM INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 PROCTOR ROAD SUITE F | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34231 | 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 | 823746641 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTS EQUITY & EDUCATION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTS | BusinessNameControlTxt |
| Phone | 4127606992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 81068 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER FLEISCHNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4127606992 | PhoneNum |
| Signature | 2023-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | FLEISCHNER | 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 | SANDRA THIRION | PreparerPersonNm |
| PTIN | P00352561 | PTIN |
| Phone | 9419297725 | 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 | $8,783,992 | 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 | $118,417 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39,304 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,304 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,163 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,261,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,163 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $383,245 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $264,828 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,249 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,249 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,392 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,392 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,141 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,071 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,070 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,339 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,339 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,402 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,402 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,916 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,916 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,049 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,049 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $538,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $538,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $717,488 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $597,828 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$334,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $225,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,015 | CashBOYAmt |
| Cash EOY | $109,045 | CashEOYAmt |
| Cash EOYFMV | $109,045 | CashEOYFMVAmt |
| US Government Obligations BOY | $953,516 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $691,271 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $667,029 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $157,686 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,268 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $679,234 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $299,012 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $299,012 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $288,530 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,020,552 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,054,196 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,036,528 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,626 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,626 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,560,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,234,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,783,992 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,880 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,880 | 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 | $6,560,781 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,226,538 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,560,781 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,226,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,560,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,234,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,560,781 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$334,243 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,226,538 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,226,538 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEA LTD ADR | P | 2013-05-26 | 2022-05-09 | $85,679 | $22,185 | $63,494 | $63,494 |
| CENTERSTONE INVETORS | P | 2021-12-06 | 2022-06-01 | $780 | $810 | -$30 | -$30 |
| GRANDEUR PEAK GLOBAL STALWARTS | P | 2021-12-06 | 2022-06-01 | $2,314 | $3,390 | -$1,076 | -$1,076 |
| PIMCO SHORT-TERM INSTL | P | 2021-12-06 | 2022-06-23 | $565 | $573 | -$8 | -$8 |
| CENTERSTONE INVETORS | P | 2020-01-01 | 2022-06-01 | $60,529 | $56,998 | $3,531 | $3,531 |
| GRANDEUR PEAK GLOBAL STALWARTS | P | 2021-03-18 | 2022-06-01 | $21,971 | $29,815 | -$7,844 | -$7,844 |
| PIMCO SHORT-TERM INSTL | P | 2021-03-18 | 2022-06-23 | $77,989 | $80,052 | -$2,063 | -$2,063 |
| US TREASURY NOTE 2.125% | P | 2019-02-21 | 2022-06-01 | $125,000 | $123,511 | $1,489 | $1,489 |
| NH ST HSG FA SF 3.286% | P | 2018-03-21 | 2022-08-01 | $5,000 | $4,851 | $149 | $149 |
| DISCOVER BANK 2.3% | P | 2018-03-22 | 2022-09-01 | $25,000 | $24,401 | $599 | $599 |
| CO ST STFS PAR 2.957% | P | 2018-03-15 | 2022-09-01 | $35,000 | $35,015 | -$15 | -$15 |
| UNIVERSITY PITT 2.523% | P | 2018-03-22 | 2022-09-15 | $50,000 | $49,455 | $545 | $545 |
| CALIFORNIA ST 2.5% | P | 2018-02-19 | 2022-10-01 | $50,000 | $49,412 | $588 | $588 |
| NUVEEN TAXABLE MUNICIPAL | P | 2021-04-23 | 2022-11-15 | $8,960 | $13,023 | -$4,063 | -$4,063 |
| NUVEEN TAXABLE MUNICIPAL | P | 2021-04-23 | 2022-11-16 | $8,282 | $12,104 | -$3,822 | -$3,822 |
| NUVEEN TAXABLE MUNICIPAL | P | 2021-04-23 | 2022-11-17 | $3,180 | $4,686 | -$1,506 | -$1,506 |
| NUVEEN TAXABLE MUNICIPAL | P | 2021-04-23 | 2022-11-21 | $5,542 | $8,220 | -$2,678 | -$2,678 |
| NUVEEN TAXABLE MUNICIPAL | P | 2021-04-23 | 2022-11-21 | $13,155 | $19,684 | -$6,529 | -$6,529 |
| NUVEEN TAXABLE MUNICIPAL | P | 2021-04-23 | 2022-11-21 | $15,460 | $22,702 | -$7,242 | -$7,242 |
| BNY MELLON INTERNATIONAL STOCK FUND | P | 2022-12-13 | 2022-12-16 | $21,010 | $21,787 | -$777 | -$777 |
| WCM FOCUSED INTERNATIONAL GROWTH | P | 2022-12-07 | 2022-12-16 | $821 | $840 | -$19 | -$19 |
| VANGUARD SHORT-TERM INVESTMENT | P | 2020-11-24 | 2022-12-12 | $10,000 | $11,050 | -$1,050 | -$1,050 |
| BNY MELLON INTERNATIONAL STOCK FUND | P | 2021-01-01 | 2022-12-16 | $308,990 | $305,253 | $3,737 | $3,737 |
| WCM FOCUSED INTERNATIONAL GROWTH | P | 2021-01-01 | 2022-12-16 | $269,179 | $250,897 | $18,282 | $18,282 |
| CAPITAL GAINS DIVIDENDS | P | $57,471 | $57,471 | $57,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,130 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,130 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,130 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | 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 | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,870 | OverpaymentAmt |
| Applied To ES Tax | $2,870 | 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 | PA | 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 | WWW.AEEFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127606992 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 81068 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER C FLEISCHNER | ||||||||
| PO BOX 81068 | PITTSBURGH | PA | 15217 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAWN N FLEISCHNER | ||||||||
| PO BOX 81068 | PITTSBURGH | PA | 15217 | CHAIRMAN OF THE BOARD | 1.00 | $0 | $0 | $0 |
| KARLA STALLWORTH | ||||||||
| PO BOX 81068 | PITTSBURGH | PA | 15217 | EXECUTIVE DIRECTOR | 40.00 | $80,000 | $2,400 | $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 | $9,642,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,799,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,799,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,652,285 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $482,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $482,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,130 | TotalTaxAmt |
| Distributable Before Adj | $479,484 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $479,484 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $479,484 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $597,828 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $597,828 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $479,484 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $14,981 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,830 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,811 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $597,828 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $479,484 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,344 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $223,155 | 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 | $223,155 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,981 | ExcessFromYear2Amt |
| Excess From Year1 | $89,830 | ExcessFromYear1Amt |
| Excess From Current Year | $118,344 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER C FLEISCHNER | ContributingManagerNm |
| Contributing Manager | DAWN N FLEISCHNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAWN N FLEISCHNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 81068 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127606992 | RecipientPhoneNum |
| Form And Info And Materials | NO SET PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO ORGANIZATIONS AUTHORIZED TO CARRY ON CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALMA LEWIS | |||||||
| 6901 LYNN WAY SUITE 206 | PITTSBURGH | PA | 15208 | NONE | PUBLIC CHARITY | SUPPORT OF PART-TIME PROGRAM ADMINISTRATOR, EXHIBITION AND EDUCATIONAL PROGRAMMING | $50,000 |
| ART 21 | |||||||
| 980 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COSTS | $25,000 |
| BRADDOCK CARNEGIE LIBRARY ASSOCIATION | |||||||
| 526 BRADDOCK AVENUE | BRADDOCK | PA | 15104 | NONE | PUBLIC CHARITY | SUPPORT OF DIRECTOR OF DEVELOPMENT | $35,000 |
| BUNKER PROJECTS | |||||||
| 5106 PENN AVENUE | PITTSBURGH | PA | 15224 | NONE | PUBLIC CHARITY | SUPPORT OF CREATIVE DIRECTOR POSITION | $35,000 |
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COSTS AND OPERATIONS | $80,000 |
| APERTURE | |||||||
| 548 WEST 28TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SUPPORT OF NOTES TOWARD BECOMING A SPILL | $30,000 |
| ASSEMBLE | |||||||
| 4824 PENN AVENUE | PITTSBURGH | PA | 15224 | NONE | PUBLIC CHARITY | SUPPORT OF AFTERSCHOOL STUDENTS | $5,000 |
| ATTACK THEATRE | |||||||
| 212 45TH STREET | PITTSBURGH | PA | 15201 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COSTS | $5,000 |
| CREATIVE CITIZEN STUDIOS | |||||||
| 6300 FIFTH AVENUE | PITTSBURGH | PA | 15232 | NONE | PUBLIC CHARITY | SUPPORT OF MIXED ABILITIES EXHIBITION: GROWTH | $10,000 |
| AFRO AMERICAN MUSIC INSTITUTE | |||||||
| 7131 HAMILTON AVENUE | PITTSBURGH | PA | 15208 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COSTS | $1,600 |
| THE FRICK PITTSBURGH MUSEUMS AND GARDENS | |||||||
| 7227 REYNOLDS STREET | PITTSBURGH | PA | 15208 | NONE | PUBLIC CHARITY | SUPPORT OF BLACK MOBILITY: AUTONOMY AND THE AUTOMOBILE IN PITTSBURGH 1916-1955 CATALOGUE | $25,000 |
| KELLY STRAYHORN THEATER | |||||||
| 5941 PENN AVENUE | PITTSBURGH | PA | 15206 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COSTS | $20,000 |
| MOBBALLET | |||||||
| 165 WEST 127TH STREET 2K | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | SUPPORT OF 2022 SYMPOSIUM | $15,000 |
| SHANA SIMMONS DANCE | |||||||
| 134 SUMMER AVENUE | PITTSBURGH | PA | 15221 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COSTS | $5,000 |
| PITTSBURGH GLASS CENTER | |||||||
| 5472 PENN AVENUE | PITTSBURGH | PA | 15206 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COSTS AND ARTIST RESIDENCIES | $55,000 |
| PITTSBURGH SYMPHONY ORCHESTRA | |||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COSTS | $35,000 |
| SIBYLS SHRINE | |||||||
| 810 PENN AVENUE SUITE 600 | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | SUPPORT OF GENERAL OPERATIONS | $10,000 |
| SPHINX ORGANIZATION | |||||||
| 2200 HUNT STREET SUITE 461 | DETROIT | MI | 48207 | NONE | PUBLIC CHARITY | SUPPORT OF CLASSICAL MUSIC | $5,000 |
| THE ELLIS SCHOOL | |||||||
| 6425 FIFTH AVENUE | PITTSBURGH | PA | 15206 | NONE | PUBLIC CHARITY | SUPPORT OF SCHOOL SCHOLARSHIP PROGRAM | $30,000 |
| SEATTLE OPERA | |||||||
| 363 MERCER ST | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COSTS | $5,000 |
| WESTMORELAND MUSEUM OF AMERICAN ART | |||||||
| 221 NORTH MAIN STREET | GREENSBURG | PA | 15601 | NONE | PUBLIC CHARITY | SUPPORT OF STEPHEN TOWNS EXHIBITION | $20,875 |
| CASA SAN JOSE | |||||||
| 2116 BROADWAY AVENUE | PITTSBURGH | PA | 15216 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COST | $1,025 |
| WOMEN OF VISIONS INC | |||||||
| 1047 SHADY AVENUE | PITTSBURGH | PA | 15232 | NONE | PUBLIC CHARITY | SUPPORT OF MAGNIFICENT MOTOWN ART INSPIRED BY MUSIC | $20,000 |
| RADIANT HALL | |||||||
| 4514 PLUMMER STREET | PITTSBURGH | PA | 15201 | NONE | PUBLIC CHARITY | SUPPORT OF BREAK DOWN AND LET IT ALL OUT EXHIBITION CATALOG | $10,000 |
| TEXTURE CONTEMPORARY BALLET | |||||||
| PO BOX 100176 | PITTSBURGH | PA | 15233 | NONE | PUBLIC CHARITY | SUPPORT OF ADMINISTRATIVE COSTS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $538,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,304 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,361 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $264,828 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $264,828 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED ON INVESTMENTS |
| 4 | DIVIDENDS EARNED ON INVESTMENTS |
| 8 | NET CAPITAL GAINS FROM SALES OF SECURITIES |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER AND DAWN FLEISCHNER | |||||||
| 1 | PO BOX 81068 | PITTSBURGH | PA | 15217 | $22,185 | Yes (X) | |
| CHRISTOPHER AND DAWN FLEISCHNER | |||||||
| 2 | PO BOX 81068 | PITTSBURGH | PA | 15217 | $86,232 | Yes (X) | |
| CHRISTOPHER AND DAWN FLEISCHNER | |||||||
| 3 | PO BOX 81068 | PITTSBURGH | PA | 15217 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 448 SHS SEA LIMITED | $89,840 | 2022-01-04 |
| 2 | 2,015 SHS ISHARES COHEN & STEERS REIT ETF | $152,052 | 2022-01-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,141 | Amt |
| Net Investment Income | $6,071 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,070 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JOHNSON & JOHNSON | $35,827 | $34,540 |
| COLGATE PALMOLIVE | $35,550 | $34,390 |
| WALMART INC | $35,383 | $34,296 |
| BERKSHIRE HATHAWAY | $34,035 | $33,581 |
| PROCTOR AND GAMBLE | $32,462 | $32,384 |
| IBM | $30,395 | $26,393 |
| THE BANK OF NEW YORK 2.8% | $48,395 | $47,046 |
| US BANCORP 2.375% | $46,965 | $45,900 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS A | $14,705 | $105,876 |
| ALPHABET INC CLASS C | $14,703 | $106,476 |
| AMAZON | $18,656 | $136,080 |
| APPLE | $29,204 | $330,802 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $54,591 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $60,156 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $636,680 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $606,873 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE S&P MID CAP | AT COST | $165,191 | $743,086 |
| ISHARES CORE S&P 500 | AT COST | $322,764 | $1,340,509 |
| SALLIE MAE BANK 2.855 | AT COST | $49,565 | $49,872 |
| BARON DISCOVERY FUND | AT COST | $158,055 | $164,796 |
| BROOKFIELD GLOBAL | AT COST | $296,946 | $286,572 |
| SEAFARER OVERSEAS GROWTH | AT COST | $160,493 | $145,478 |
| TOUCHSTONE SANDS CAPITAL | AT COST | $102,515 | $96,145 |
| VULCAN VALUE PARTNERS | AT COST | $274,015 | $157,663 |
| WCM FOCUSED INTL GROWTH | AT COST | $434,974 | $532,065 |
| WELLS FARGO & CO 35 | AT COST | $49,790 | $48,956 |
| BNY MELLON INTL STOCK FD I | AT COST | $502,424 | $541,907 |
| VANGUARD SHORT TERM INVESTMENT GRAD ADM | AT COST | $396,150 | $358,981 |
| ISHARES COHEN AND STEERS | AT COST | $307,653 | $394,245 |
| ISHARES RUSSELL MID CAP | AT COST | $112,451 | $186,634 |
| SPDR S&P DIVIDEND ETF | AT COST | $94,962 | $213,438 |
| VANGUARD HIGH DIVIDEND | AT COST | $100,060 | $237,954 |
| VANGUARD SMALL CAP ETF | AT COST | $234,835 | $405,623 |
| VANGUARD INTERMEDIATE | AT COST | $79,942 | $65,961 |
| LOOMIS SAYLES CORE PLUS | AT COST | $167,832 | $140,539 |
| VANGUARD MORTGAGE-BACKED | AT COST | $82,181 | $70,134 |
| GRANDEUR PEAK GLOBAL STA | AT COST | $59,360 | $53,935 |
| GRANDEUR PEAK US STALWAR | AT COST | $274,997 | $188,541 |
| KOPERNIK GOLBAL ALL CAP I | AT COST | $67,831 | $56,176 |
| JANUS HENDERSON OVERSEAS | AT COST | $559,210 | $557,318 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,626 | EOYBookValueAmt |
| EOYFMV | $3,626 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $3,068 | $0 | $3,068 |
| DUES AND SUBSCRIPTIONS | $940 | $0 | $940 |
| INSURANCE EXPENSE | $618 | $0 | $618 |
| PROMOTION OF AWARDEES | $1,145 | $0 | $1,145 |
| PAYROLL PROCESSING FEES | $1,278 | $0 | $1,278 |
| COMPUTER AND INTERNET EXPENSE | $9,500 | $0 | $9,500 |
| CONSULTING | $1,500 | $0 | $1,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $33,339 | Amt |
| Net Investment Income | $33,339 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $8,402 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,402 | DisbursementsCharitablePrpsAmt |