KEARNS SALDINGER CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KEARNS SALDINGER CHARITABLE FOUNDATION (EIN 77-0528158)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-27
- IRS object ID
- 202302089349100515
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-27T13:45:09-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464393335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Koehler & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 | 770528158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kearns Saldinger Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEAR | BusinessNameControlTxt |
| Phone | 6502556829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cathy A Kearns | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Cathy A | PersonFirstNm |
| Person Last | Kearns | 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 | David R Koehler CPA | PreparerPersonNm |
| PTIN | P00027310 | PTIN |
| Phone | 4082867400 | 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 |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $703,089 | 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 | $450 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $450 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $450 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,544 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,544 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $17,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,994 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,994 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,610 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,610 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $7,475 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,082 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,082 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $6,082 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,000 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,000 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,463 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,082 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,082 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,548 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,082 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,082 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,912 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,912 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,022 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,760 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $410,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $410,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $688,329 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $453,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $424,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $703,089 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $24 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $24 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $472,239 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $472,239 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$18,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$47,434 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $453,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $424,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $453,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $424,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $453,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,896 | ExcessRevenueOverExpensesAmt |
| Subtotal | $424,805 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $424,805 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $152 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $152 | SubtotalAmt |
| Tax Based On Investment Income | $152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $406 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $406 | TotalPaymentsAndCreditsAmt |
| Overpayment | $254 | OverpaymentAmt |
| Applied To ES Tax | $254 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | David R Koehler CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082867400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Cathy A Kearns | ||||||
| 1152 Harley Circle | The Villages | FL | 32162 | President | 2.00 | $0 |
| Allison Kearns | ||||||
| 1152 Harley Circle | The Villages | FL | 32162 | Secty/Treasurer | 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 | $730,204 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $768,336 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $768,336 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $756,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,841 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,841 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $152 | TotalTaxAmt |
| Distributable Before Adj | $37,689 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,689 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,689 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,808 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,808 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,159 | UndistributedIncomePYAmt |
| Qualifying Distributions | $39,808 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,159 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,649 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,040 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Kids at Risk Action | |||||||
| 12801 Sheffield Curv | Minnetonka | MN | 55305 | None | Public | Support Exempt organization | $5,200 |
| Associated Students of Stanford Uni | |||||||
| 475 Via Ortega | Stanford | CA | 94305 | None | Public | Support Exempt organization | $10,000 |
| Share our Strength | |||||||
| 1030 15th Street NW NO 1100W | Washington | DC | 20005 | None | Public | Support Exempt organization | $3,000 |
| Second Harvest of Silicon Valley | |||||||
| 750 Curtner Avenue | San Jose | CA | 95125 | None | Public | Support Exempt organization | $5,000 |
| Children's National Medical Center | |||||||
| 111 Michigan Avenue NW | Washington | DC | 20010 | None | POF | Support Exempt organization | $1,000 |
| Wellspring Womens Center | |||||||
| 3414 4th Avenue | Sacramento | CA | 95817 | None | EOF | Support Exempt organization | $2,060 |
| Sumter Schools Enhancement Foundati | |||||||
| 2680 WC 476 | Bushnell | FL | 33513 | None | EOF | Support Exempt organization | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,260 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $450 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,544 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,994 | 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 | $7,475 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual Funds and Securities - Schedule A | StockNm |
| EOY Book Value | $410,045 | EOYBookValueAmt |
| EOYFMV | $688,329 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $3,610 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,610 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office expense | Desc |
| Revenue And Expenses Per Books | $1,463 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $1,463 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $6,082 | Amt |
| Net Investment Income | $6,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,082 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |