CALVANESE FAMILY FOUNDATION TRUST D TD: Form 990PF, tax year 2022
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- Organization
- CALVANESE FAMILY FOUNDATION TRUST D TD (EIN 65-6230833)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349105724
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T15:12:44-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330982760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Praetorian Advisors LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 East Coast Hwy Ste 200 | AddressLine1Txt |
| City | Corona Del Mar | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92625 | 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 | 656230833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALVANESE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALV | BusinessNameControlTxt |
| Phone | 3128065112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 HERON POINT DRIVE PH1 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE CALVANESE | PersonNm |
| Person Title | MGR TRUSTEE | PersonTitleTxt |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | CALVANESE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J IRVING | PreparerPersonNm |
| PTIN | P00284441 | PTIN |
| Phone | 9497604040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $479,910 | 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 |
| Interest On Sav Rev And Expnss | $46 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,090 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,090 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,180 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,143 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,279 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,061 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,531 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,531 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $25,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,531 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,531 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,531 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,631 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,748 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,772 | CashBOYAmt |
| Cash EOY | $19,953 | CashEOYAmt |
| Cash EOYFMV | $19,953 | CashEOYFMVAmt |
| Corporate Stock BOY | $62,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,055 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $459,957 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $70,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $479,910 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $70,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | $86,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $86,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $86,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,118 | ExcessRevenueOverExpensesAmt |
| Subtotal | $86,008 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $86,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 62 MOODYS CORP | P | 1996-03-30 | 2022-03-28 | $20,149 | $13 | $20,136 | $20,136 |
| 110 MOODYS CORP | D | 1996-03-30 | 2022-12-19 | $30,058 | $24 | $30,034 | $30,034 |
| Capital Gain Dividends | $3,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,143 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $636 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $636 | SubtotalAmt |
| Tax Based On Investment Income | $636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $350 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $350 | TotalPaymentsAndCreditsAmt |
| Tax Due | $286 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE CALVANESE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128065112 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32561 ADRIATIC DRIVE | AddressLine1Txt |
| City | DANA POINT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926293507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DENNIS A CALVANESE | ||||||
| 5555 HERON POINT | NAPLES | FL | 34102 | Trustee | 1.00 | $0 |
| AMY CALVANESE | ||||||
| 700 NORTH LARRABE APT 1808 | CHICAGO | IL | 61654 | Trustee | 1.00 | $4,000 |
| BART CALVANESE | ||||||
| 14 OXFORD AVENUE | CLARENDON | IL | 60514 | Trustee | 1.00 | $4,000 |
| MICHELLE CALVANESE | ||||||
| 32561 ADRIATIC DRIVE | DANA POINT | CA | 92629 | Trustee | 5.00 | $10,000 |
| PAXTON CALVANESE | ||||||
| 8549 MAIN STREET | DOWNERS GROVE | IL | 60516 | Trustee | 1.00 | $4,000 |
| SANDRA J CALVANESE | ||||||
| 5555 HERON POINT | NAPLES | FL | 34102 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $528,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $538,172 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $538,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $530,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $636 | TotalTaxAmt |
| Distributable Before Adj | $25,869 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,869 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,869 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,631 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,631 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,869 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $32,164 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,179 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,610 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $56,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $139,113 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,631 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,762 | RemainingDistriFromCorpusAmt |
| Total Corpus | $143,875 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $32,164 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $111,711 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,179 | ExcessFromYear4Amt |
| Excess From Year3 | $24,610 | ExcessFromYear3Amt |
| Excess From Year1 | $56,160 | ExcessFromYear1Amt |
| Excess From Current Year | $4,762 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS A CALVANESE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE LEADERSHIP INSTITUTE | ||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | PC | TO FUND THE GENERAL OPERATIONS | $1,000 |
| NATIONAL PARK FOUNDATION | ||||||
| 1500 K STREET SUITE 700 | WASHIGTON | DC | 20005 | PC | TO FUND THE GENERAL OPERATIONS | $1,000 |
| PRAGER UNIVERSITY FOUNDATION | ||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | PC | TO FUND THE GENERAL OPERATIONS | $1,000 |
| SALT CREEK BALLET | ||||||
| 98 E CHICAGO AVE | WESTMONT | IL | 60559 | PC | TO FUND THE GENERAL OPERATIONS | $2,000 |
| ARTIS-NAPLES | ||||||
| 5833 PELICAN BAY BOULEVARD | NAPLES | FL | 34108 | PC | TO FUND THE GENERAL OPERATIONS | $10,000 |
| FLORIDA SHERIFF'S ASSOCIATION | ||||||
| 2617 MAHAN DRIVE | TALLAHASSEE | FL | 32308 | PC | TO FUND THE GENERAL OPERATIONS | $100 |
| HOME FOR OUR TROOPS | ||||||
| 6 MAIN STREET | TAUTON | MA | 02780 | PC | TO FUND THE GENERAL OPERATIONS | $1,000 |
| MAKE A WISH AMERICA | ||||||
| 1702 E HIGHLAND AVE 400 | PHOENIX | AZ | 85016 | PC | TO FUND THE GENERAL OPERATIONS | $1,000 |
| MUSIC OF THE BAROQUE | ||||||
| 25 EAST WASHINGTON STREET SUITE 823 | CHICAGO | IL | 60602 | PC | TO FUND THE GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,143 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,279 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,061 | Amt |
| Net Investment Income | $1,531 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,531 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MOODYS CORP | $286 | $371,958 |
| T. ROWE PRICE NEW HORIZONS | $65,769 | $87,999 |