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CHANDY FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHANDY FAMILY FOUNDATION (EIN 83-1753697)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-05
IRS object ID
202221259349100447
Schema version
2021v4.2
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)
Return2022-05-05T14:48:41-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN465600569PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GLASGOW TAX SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1316 E FURROW LNAddressLine1Txt
CityNewarkCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19702ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831753697EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHANDY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHANBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15826 GLENEAGLES CIRCLEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN CHANDYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4082238430PhoneNum
Signature2022-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastCHANDYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSRINIVAS REDDYPreparerPersonNm
PTINP00871108PTIN
Phone3022561872PhoneNum
Preparation2022-05-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$173,413FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,356DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,356DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,356DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$13,870NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,979GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,702CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,226TotalRevAndExpnssAmt
Total Net Invst Incm$14,058TotalNetInvstIncmAmt
Total Adj Net Incm$5,356TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$100OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$100OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$111TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$111TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$223TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$223TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,880ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,880ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,103TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,103TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,877ExcessRevenueOverExpensesAmt
Net Investment Income$14,058NetInvestmentIncomeAmt
Adjusted Net Income$5,356AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,662CashBOYAmt
Cash EOY$24,659CashEOYAmt
Cash EOYFMV$24,659CashEOYFMVAmt
Corporate Stock BOY$148,216CorporateStockBOYAmt
Corporate Stock EOY$148,754CorporateStockEOYAmt
Corporate Stock EOYFMV$148,754CorporateStockEOYFMVAmt
Total Assets BOY$176,878TotalAssetsBOYAmt
Total Assets EOY$173,413TotalAssetsEOYAmt
Total Assets EOYFMV$173,413TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$176,878CapitalStockBOYAmt
Capital Stock EOY$173,413CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$176,878TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$173,413TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$176,878TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$173,413TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$176,878TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,877ExcessRevenueOverExpensesAmt
Other Increases$6,412OtherIncreasesAmt
Subtotal$173,413SubtotalAmt
Tot Net Ast Or Fund Balances EOY$173,413TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINSPropertyDesc
FieldValueIRS element (for citing)
Capital Gain Net Income$8,702CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$195InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$195SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$195TaxBasedOnInvestmentIncomeAmt
Tax Due$195TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressWWW.THECHANDYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJOHN C CHANDYIndividualWithBooksNm
Phone4082238430PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15826 GLENEAGLES CIRCLEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95138ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN CHANDY
6001 SW ORLEANS ST UNIT ASEATTLEWA98116PRESIDENT0.00$0$0$0
RACHEL N CHANDY
5826 GLENEAGLES CIRCLESAN JOSECA95138SECRETARY0.00$0$0$0
JOHN C CHANDY
5826 GLENEAGLES CIRCLESAN JOSECA95138TREASURER0.00$0$0$0
SUJA M THOMAS
2311 BUNNY RUN LANEFRISCOTX75034VICE PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1LIGHT THE CANDLE INTERNATIONAL INC SOCIO ECONOMIC DEVELOPMENT OF UNDER PRIVILEGED CHILDRENDescription1Txt
Expenses1$7,000Expenses1Amt
Description2MAR THOMA CHURCH DIOCESE ATLANDA PROJECTDescription2Txt
Expenses2$3,000Expenses2Amt
Description3MAR THOMA CHURCH OF SILICON VALLEY COVID 19 DONATION CHRISTMAS OFFERINGDescription3Txt
Expenses3$5,000Expenses3Amt
Description4PROFESSIONAL INTERNATIONAL INDIA COVID RELIEFDescription4Txt
Expenses4$1,200Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,396AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,055AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,451TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$14,451AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,451NetVlNoncharitableAssetsAmt
Minimum Investment Return$723MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$723MinimumInvestmentReturnAmt
Tax Based On Investment Income$195TaxBasedOnInvestmentIncomeAmt
Total Tax$195TotalTaxAmt
Distributable Before Adj$528DistributableBeforeAdjAmt
Distributable Before Ded$528DistributableBeforeDedAmt
Distributable As Adjusted$528DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,103ExpensesAndContributionsAmt
Qualifying Distributions$29,103QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$528DistributableAsAdjustedAmt
Qualifying Distributions$29,103QualifyingDistributionsAmt
Applied To Current Year$528AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,575RemainingDistriFromCorpusAmt
Total Corpus$28,575TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$28,575ExcessDistriCyovToNextYrAmt
Excess From Current Year$28,575ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2019-03-21PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$723CurrentYearAmt
Year1$737Year1Amt
Year2$2,663Year2Amt
Year3$2,124Year3Amt
Total$6,247TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$615CurrentYearAmt
Year1$626Year1Amt
Year2$2,264Year2Amt
Year3$1,805Year3Amt
Total$5,310TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$28,880CurrentYearAmt
Year1$23,410Year1Amt
Year2$16,660Year2Amt
Year3$9,000Year3Amt
Total$77,950TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$28,880CurrentYearAmt
Year1$23,410Year1Amt
Year2$16,660Year2Amt
Year3$9,000Year3Amt
Total$77,950TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$482CurrentYearAmt
Total$482TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN CHANDYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15826 GLENEAGLES CIRCLEAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95138ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4082238430RecipientPhoneNum
Form And Info And MaterialsREQUEST LETTER WITH SUPPORTING DOCUMENTSFormAndInfoAndMaterialsTxt
Submission DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsNORestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AARP FOUNDATION
601 E STREETWASHINGTONDC20049EOFDONATION$25
AMERICAN BIBLE SOCIETY
101 N INDEPENDENT MALL EAST FL8PHILADELPHIAPA19106EOFBIBLE DISTRIBUTION$100
AMERICAN RED CROSS
2731 N FIRST STSAN JOSECA95134PCKENTUCKT TORNADO RELEIF$250
BETHEL MISSION
POBOX 1624UNION CITYCA94587EOFEDUCATIONAL HELP$250
BOYS TOWN
14100 CRAWFORD STBOYS TOWNNE68010EOFDONATION$100
CAMPUS CRUSADES FOR CHRIST
PO BOX 628222ORLANDOFL32862EOFBIBLE FOR AFRICA$675
CHRISTIAN AID
PO BOX 9037CHARLOTTESVILLEVA22906EOFREFUGEE HELP$102
CHRISTIAN APPALACHIAN PROJECT
PO BOX 55911LEXINGTONKY40555EOFFOOD AND CLOTHING$100
CITY TEAM MINISTRIES
2306 ZANKER RDSAN JOSECA95131EOFREFUGE AND HOPE$1,000
CITY TEAM MINISTRIES
2306 ZANKER RDSAN JOSECA95131EOFHOLIDAY MEALS$500
CITY TEAM MINISTRIES
2306 ZANKER RDSAN JOSECA95131EOFHOLIDAY MEALS$300
DOCTORS WITHOUT BORDERS
40 RECTOR STNEW YORKNY10006PCMEDICAL HELP$250
DOCTORS WITHOUT BORDERS
40 RECTOR STNEW YORKNY10006PCMEDICAL HELP$100
EDITH GILVEAR
PO BOX 1326MURRELLS INLETSC29576IFINANCIAL HELP$250
FEED THE CHILDREN
333 N MERIDIAN AVEOKLAHOMA CITYOK73107PCFEED THE HUNGRY$100
FEED THE CHILDREN
333 N MERIDIAN AVEOKLAHOMA CITYOK73107PCMATCHING GIFT$100
FOCUS ON THE FAMILY
8605 EXPLORFER DRCOLORADO SPRINGSCO80920EOFSAVE BABIES$200
GOFUNDME FOR NIDHIN KIDNEY TREATMEN
PO BOX 1329REDWOOD CITYCA94063IMACE ALUMNAE$1,100
GOFUNDME HELP FOR FAMILY OF GEORGE
PO BOX 1329REDWOOD CITYCA94063IGEORGE$1,075
GOFUNDME SWAPNA AND SABU CHILDREN
PO BOX 1329REDWOOD CITYCA94063ISWAPNA AND SABU$525
GOOD NEWS FOR INDIA
PO BOX 7576LA VERNECA91750EOFDONATION$200
HOREB MTC
12741 MAIN STREETGARDEN GROVECA92840EOFHOUSING CHARITY$250
HORN OF AFRICA
PO BOX 4125MOUNTAIN VIEWCA94040EOFDONATION$260
HORN OF AFRICA
PO BOX 4125MOUNTAIN VIEWCA94041EOFGOSPEL WORK$500
KONTAGIOUS
239 FORRESTER RDLOS GATOSCA95032EOFINTERNATIONAL STUDENT HELP$500
KONTAGIOUS
239 FORRESTER RDLOS GATOSCA95032EOFTHANKSGIVING MEAL$250
LEUKAMIA LYMPHOMA SOCIETY
PO BOX 98018WASHINGTONDC20090EOFJOEL ABRAHAM$1,000
LIGHT THE CANDLE
PO BOX 4511SANTA CLARACA95056EOFCHILD SUPPORT$5,000
LIGHT THE CANDLE
PO BOX 4511SANTA CLARACA95056EOFYRLY SPONSORSHIP AND DONATION$2,000
MAR THOMA CHURCH DIOCESE
2320 S MERRICK AVEMERRICKNY11566EOFATLANTA PROJECT$3,000
MAR THOMA CHURCH OF SILICON VALLEY
474 PIERCY RDSAN JOSECA95138EOFCOVID 19 DONATION$2,000
MAR THOMA CHURCH OF SILICON VALLEY
474 PEIRCY RDSAN JOSECA95138EOFJIJO KIDNEY TREATMENT$500
MAR THOMA CHURCH OF SILICON VALLEY
474 PIERCY RDSAN JOSECA95138EOFCHRISTMAS OFFERING$500
MERCY SHIP
PO BOX 1930LINDALETX75771EOFEYE SURGERY$100
MERCY SHIPS
PO BOX 1930LINDALETX75771EOFMEDICAL HELP$250
NATIONAL PRO-LIFE ALLIANCE
5211 PORT ROYAL RDSPRINGFIELDVA22151EOFSTOP ABORTIONS$250
NAVIGATORS
PO BOX 6079ALBERT LEAMN56007EOFSPREAD THE GOSPEL$100
NIPUN VALOOR
350 WEST PASSAIC STROCHELLE PARKNJ07662ITREATMENT OF DHRUV SHEKAR$500
OPEN DOORS
PO BOX 27001SANTA ANACA92799EOFCHRISTIANS SUPPORT$100
PROFESSIONAL INTERNATIONAL
PO BOX 1018MARANAAZ85653EOFINDIA COVID RELIEF$1,200
REACH INDIA INTERNATIONAL
6115 DECKER RDBUSHKILLPA18324EOFTHILAKS GOSPEL WORK$500
REV LARRY P VARGHESE
158 TERALBA CTSAN JOSECA95139IEDUCATIONAL SCHOLARSHIP$1,000
SAN FRANCISCO RESCUE MISSION
PO BOX 16217SAN FRANCISCOCA94116EOFHOLIDAY MEALS$500
SHAJI KV THROUGH REMITTY
1111 3RD AVESEATTLEWA98101IFINANCIAL HELP$504
SMILE TRAIN
633 THIRD AVENEW YORKNY10017EOFFOR CLEFT SURGERIES$250
SMILE TRAIN
633 THIRD AVENEW YORKNY10017EOFCLEFT SURGERIES$100
THE SALVATION ARMY
PO BOX 2DSAN JOSECA95109EOFTHANKSGIVING MEAL$100
THE SALVATION ARMY
PO BOX 2DSAN JOSECA95110EOFMATCHING GRANT$100
UNITED WAY OF KENTUCKY
334E BROADWAY 308LOUISVILLEKY40202EOFKENTUCKY TORNADO RELIEF$263
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,879TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmtAccumulated DepreciationAccumulatedDepreciationAmt
FIDELITY ADVISOR VII TECH2018-10PURCHASE2021-07$14,993$9,905$0$5,088$0
LORD ABBOT SHORT DURATION2018-10PURCHASE2021-07$4,993$4,953$0$40$0
LORD ABBOT SHORT DURATION2018-10PURCHASE2021-08$4,993$4,953$0$40$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$148,754EOYBookValueAmt
EOYFMV$148,754EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescGOOGLE DOMAINDesc
Revenue And Expenses Per Books$12RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$12DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINVESTMENTDesc
Amt$6,412Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION AND FILINGCategoryTxt
Amt$100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$111Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$111DisbursementsCharitablePrpsAmt