ATKINSON-ELLS CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ATKINSON-ELLS CHARITABLE FOUNDATION (EIN 39-1966362)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-26
- IRS object ID
- 202231169349101648
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-26T01:47:17-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593422996 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A By The Number Accounting & Tax Service Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1929 Imperial Golf Course Blvd | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | 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 | 391966362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Atkinson Ells Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATKI | BusinessNameControlTxt |
| Phone | 2397761119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive APT 140 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ralph Ells | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2397761119 | PhoneNum |
| Signature | 2022-04-26 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Ralph | PersonFirstNm |
| Person Last | Ells | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David F Wakeland Jr | PreparerPersonNm |
| PTIN | P00106385 | PTIN |
| Phone | 2395969739 | PhoneNum |
| Preparation | 2022-04-26 | PreparationDt |
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 | 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 | $180,671 | 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 | $150 | ContriRcvdRevAndExpnssAmt |
| 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 | $3,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,080 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,080 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,081 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,081 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $225 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $225 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $38 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $38 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $38 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $150 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $413 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $413 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $413 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,668 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,668 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,209 | CashBOYAmt |
| Cash EOY | $2,027 | CashEOYAmt |
| Cash EOYFMV | $2,027 | CashEOYFMVAmt |
| Corporate Stock BOY | $56,703 | CorporateStockBOYAmt |
| Corporate Stock EOY | $56,703 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $178,644 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $64,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $180,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $64,912 | RetainedEarningBOYAmt |
| Retained Earning EOY | $58,730 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,912 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,182 | ExcessRevenueOverExpensesAmt |
| Subtotal | $58,730 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $58,730 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37 | SubtotalAmt |
| Tax Based On Investment Income | $37 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $37 | TaxDueAmt |
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 | WI | 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 | None | WebsiteAddressTxt |
| Individual With Books | Ralph E Ellis | IndividualWithBooksNm |
| Phone | 2397761119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive Apt 140 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| David Ells | ||||||
| 3722 W Grace Ave | Mequon | WI | 53092 | Presdient | 000.00 | $0 |
| Jennifer Ells Chow | ||||||
| 9615 N Valley Hill Road | Mequon | WI | 53092 | Secretary | 000.00 | $0 |
| Ralph Ells | ||||||
| 701 Retreat Drive Apt 140 | Naples | FL | 34110 | Treasurer | 000.00 | $0 |
| Madeline Ells | ||||||
| 701 Retreat Drive Apt 140 | Naples | FL | 34110 | Vice President | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Grantors to Various 501(c)(3) organizations that various members of the extended Ellis family are atctive in. See Included Schedule | Description1Txt |
| Expenses1 | $9,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $174,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $182,223 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $182,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $179,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37 | TotalTaxAmt |
| Distributable Before Adj | $8,938 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,938 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,938 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,413 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,413 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,938 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $9,413 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,938 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Any Officer-See Schedule 6A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | matsyandbudellsfamily.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter requesting contribution | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | A family member must be active as a volunterr or supports the charity | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Camp Manitowish | |||||||
| PO Box 246 | Boulder Junction | WI | 54512 | None | PC | General YMCA Camp | $400 |
| The Next Door Foundation | |||||||
| 2545 N 29th Street | Milwaukee | WI | 53210 | None | PC | Inner City Foundation | $500 |
| Planned Parenthood of Wisconsin | |||||||
| PO Box 510795 | Milwaukee | WI | 53202 | None | PC | Social service Organization | $800 |
| Milwaukee Public Schools Foundation | |||||||
| 234 W Galena Street | Milwaukee | WI | 53212 | None | PC | School | $400 |
| Notre Dame Middle School | |||||||
| 1420 W Scott Street | Milwaukee | WI | 53201 | None | PC | School | $1,100 |
| Speak Your Silence | |||||||
| 106 N 6th Street Ste 224 | Boise | ID | 83702 | None | PC | Childhood Sexual Abuse Counseling Program | $1,000 |
| United Methodist Children's Services | |||||||
| 3940 W Lisbon Avenue | Milwaukee | WI | 53208 | None | PC | Food Program for Disadvantaged Children | $700 |
| University School of Milwaukee | |||||||
| 2100 W Fairy Chasm Rd | River Hills | WI | 53217 | None | PC | 5-12 School | $800 |
| Villa Terrace | |||||||
| 2220 N Terrace Avenue | Milwaukee | WI | 53202 | None | PC | Art Museum | $1,000 |
| B Foundation | |||||||
| 101 Rockland Circle | Wilmington | DE | 19803 | None | PC | Kids With Cancedr | $400 |
| Interfaith Sanctuary of Boise ID | |||||||
| 1620 W River Street | Boise | ID | 83702 | None | PC | Aid to the Homeless | $700 |
| Riverstone Inteernational School | |||||||
| 5521 E Warm Springs Rd | Boise | ID | 83716 | None | PC | School | $500 |
| Bentley Village Foundation | |||||||
| 701 Retreat Drive Suite 400 | Naples | FL | 34110 | None | PC | Reireiment Community Foundation | $300 |
| Curative Workshop | |||||||
| 1000 N 92 St | Milwaukee | WI | 53226 | None | PC | Rehabilitation | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,081 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,081 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,081 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | Investment income used to pay grants | RelationshipStatementTxt |
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 | $225 | Amt |
| Net Investment Income | $225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $225 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $225 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 shares of Arrow Electronics | $4,298 | $26,854 |
| 301 shares of Freeport Copper Gold | $7,914 | $25,067 |
| 100 shares of Hanes Brands | $4,132 | $6,688 |
| 548 shares of JP Morgan Chase Co | $23,564 | $86,776 |
| 180 shares of Zimmer Holdings | $6,120 | $22,867 |
| 200 shares of Verizon | $10,675 | $10,392 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Meetings | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $150 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $38 | Amt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38 | DisbursementsCharitablePrpsAmt |