J O G FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- J O G FAMILY FOUNDATION (EIN 20-1959702)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-13
- IRS object ID
- 202221339349101527
- Schema version
- 2021v4.0
- 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 | 2022-05-13T07:13:32-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113350608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YE Gross CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1175 58 Street | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201959702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOG FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOGF | BusinessNameControlTxt |
| Phone | 7184356436 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 57TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABRAHAM OSTREICHER | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ABRAHAM | PersonFirstNm |
| Person Last | OSTREICHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Y E GROSS | PreparerPersonNm |
| PTIN | P00542034 | PTIN |
| Phone | 7189721002 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,499 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,499 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,251 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,751 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,500 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,639 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,639 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,189 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,516 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,500 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,835 | CashBOYAmt |
| Cash EOY | $6,760 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $7,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,659 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $190,497 | CorporateStockBOYAmt |
| Corporate Stock EOY | $178,696 | CorporateStockEOYAmt |
| Total Assets BOY | $199,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $188,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $500 | LoansFromOfficersEOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $199,374 | CapitalStockBOYAmt |
| Capital Stock EOY | $187,615 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $199,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $187,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $199,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $188,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $199,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,673 | ExcessRevenueOverExpensesAmt |
| Subtotal | $188,701 | SubtotalAmt |
| Other Decreases | $1,086 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $187,615 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY LONG TERM | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $32,076 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,825 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,251 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,251 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,251 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $271 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $271 | SubtotalAmt |
| Tax Based On Investment Income | $271 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35 | TotalPaymentsAndCreditsAmt |
| Tax Due | $236 | 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 | NY | 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 | ABRAHAM OSTREICHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184356436 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 57TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ABRAHAM OSTREICHER | ||||||
| 1140 57TH STREET | BROOKLYN | NY | 11219 | Trustee | 2.00 | $0 |
| MINDY SNOW | ||||||
| 1194 EAST 19TH STREET | BROOKLYN | NY | 11230 | Trustee | 1.00 | $0 |
| DEVORAH WEINMAN | ||||||
| 1458 EAST 7TH STREET | BROOKLYN | NY | 11230 | Trustee | 1.00 | $0 |
| GOLDIE OSTREICHER | ||||||
| 1020 EAST 27TH STREET | BROOKLYN | NY | 11210 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $271 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $271 | TotalTaxAmt |
| Distributable Before Adj | $271 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $271 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,189 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,189 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,940 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,305 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,110 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,391 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,414 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,189 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $30,189 | RemainingDistriFromCorpusAmt |
| Total Corpus | $120,349 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,940 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $105,409 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,305 | ExcessFromYear4Amt |
| Excess From Year3 | $26,110 | ExcessFromYear3Amt |
| Excess From Year2 | $22,391 | ExcessFromYear2Amt |
| Excess From Year1 | $16,414 | ExcessFromYear1Amt |
| Excess From Current Year | $30,189 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONG KAHAL OHR HACHAIM | |||||||
| 1424 49Th STREET | BROOKLYN | NY | 11219 | NONE | 501 (C)3 | CHARITABLE | $7,200 |
| VARIOUS LOCAL CHARITIES UNDER 1000 | |||||||
| N/A | BROOKLYN | NY | 11219 | NONE | 501 (C)3 | CHARITABLE | $2,919 |
| CONG YITAV LEV D'SATMAR | |||||||
| 125 HEYWARD STREET | BROOKLYN | NY | 11206 | NONE | 501 (C)3 | CHARITABLE | $575 |
| AMERICAN FRIENDS OF KOLLEL NACHLAS | |||||||
| 1559 EAST 5TH STREET | BROOKLYN | NY | 11230 | NONE | 501 (C)3 | CHARITABLE | $2,500 |
| CONGREGATION BNAI SHLOMA ZALMAN | |||||||
| 1093 EAST 21ST STREET | BROOKLYN | NY | 11210 | NONE | 501 (C)3 | CHARITABLE | $750 |
| KOLEL MATEH EFRAIM | |||||||
| 1264 56TH ST | BROOKLYN | NY | 11219 | NONE | 501 (C)3 | CHARITABLE | $1,185 |
| YESHIVA OHR YEHUDA | |||||||
| 1839 NEW CENTRAL AVE | LAKEWOOD | NJ | 08701 | NONE | 501 (C)3 | CHARITABLE | $1,500 |
| KEHILLAS HEARTHSTONE | |||||||
| 911 HEARTHSTONE DR | LAKEWOOD | NJ | 08701 | NONE | 501 (C)3 | CHARITABLE | $1,650 |
| YESHIVA EVEN YISROEL | |||||||
| 66 NEIMAN RD | LAKEWOOD | NJ | 08701 | NONE | 501 (C)3 | RELIGIOUS & CHARITABLE | $2,000 |
| YESHIVA ORCHOS CHAIM | |||||||
| 410 OBERLIN AVE S | LAKEWOOD | NJ | 08701 | NONE | 501 (c)3 | CHARITABLE | $2,000 |
| CHAYIM ARUCHIM | |||||||
| 4006 18TH AVENUE | BROOKLYN | NY | 11218 | NONE | 501 (c)3 | CHARITABLE | $360 |
| CONG OHR SHRAGA VERETZKY | |||||||
| 1102 AVE L | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE | $1,000 |
| MOSDOS YAAKOV VYISROEL INC | |||||||
| 1951 NEW CENTRAL AVE | LAKEWOOD | NJ | 08701 | NONE | PC | CHARITABLE | $1,000 |
| TASHBAR OF LAKEWOOD | |||||||
| 82 OAK STREET | LAKEWOOD | NJ | 08701 | NONE | PC | CHARITABLE | $2,000 |
| YESHIVA DARCHEI TORAH | |||||||
| 257 BEACH 17TH ST | FAR ROCKAWAY | NY | 11691 | NONE | PC | CHARITABLE | $2,000 |
| YESHIVA TORAS YISROEL | |||||||
| 1367 LANES MILL RD | LAKEWOOD | NJ | 08701 | NONE | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,639 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,499 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,251 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,251 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,751 | 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) |
|---|---|---|
| Amt | $1,500 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CAPITAL GAINS | Desc |
| Amt | $1,086 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DEPT OF LAW | $50 | $50 | |
| IRS | $235 | $235 |