GINGRICH FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GINGRICH FOUNDATION INC (EIN 20-1794347)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-28
- IRS object ID
- 202232719349100823
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-28T16:19:36-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520954153 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENDELSON & MENDELSON CPA'S A PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12505 PARK POTOMAC AVE STE 250 | AddressLine1Txt |
| City | POTOMAC | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208546805 | 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 | 201794347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GINGRICH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GING | BusinessNameControlTxt |
| Phone | 4045091276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 NORTH FAIRFAX DRIVE STE 900 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEWTON GINGRICH | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Signature | 2022-09-08 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NEWTON | PersonFirstNm |
| Person Last | GINGRICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PEARLSTEIN CPA | PreparerPersonNm |
| PTIN | P01241915 | PTIN |
| Phone | 3016560001 | PhoneNum |
| Preparation | 2022-09-12 | PreparationDt |
| 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 | $25,329 | 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 | $31,992 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,792 | GrossSalesPriceAmt |
| Total Rev And Expnss | $34,451 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $229 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,277 | OtherProfFeesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,604 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,216 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,887 | CashBOYAmt |
| Cash EOY | $25,329 | CashEOYAmt |
| Cash EOYFMV | $25,329 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,588 | CorporateStockBOYAmt |
| Total Assets BOY | $54,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,329 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $54,475 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,329 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,146 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,329 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,329 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3 | SubtotalAmt |
| Tax Based On Investment Income | $3 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $3 | 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 | GA | 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 | HTTP://WWW.GINGRICHPRODUCTIONS.COM | WebsiteAddressTxt |
| Individual With Books | GINGRICH PRODUCTIONS | IndividualWithBooksNm |
| Phone | 4045091276 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 NORTH FAIRFAX DRIVE | AddressLine1Txt |
| Address Line2 | ARLINGTON | AddressLine2Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SONYA HARRISON | |||||||||
| 5555 GLENRIDGE CONNECTOR | SUITE 950 | ATLANTA | GA | 30342 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| NEWTON GINGRICH | |||||||||
| 4501 NORTH FAIRFAX DR | SUITE 900 | ARLINGTON | VA | 22203 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TAYLOR SWINDLE | |||||||||
| 4501 NORTH FAIRFAX DR | SUITE 900 | ARLINGTON | VA | 22203 | TREASURER | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 |
| 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 | $3 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $52,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,300 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $96,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,091 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $308,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,700 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $57,700 | RemainingDistriFromCorpusAmt |
| Total Corpus | $366,541 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $52,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $314,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,300 | ExcessFromYear4Amt |
| Excess From Year3 | $96,750 | ExcessFromYear3Amt |
| Excess From Year2 | $29,091 | ExcessFromYear2Amt |
| Excess From Year1 | $46,700 | ExcessFromYear1Amt |
| Excess From Current Year | $57,700 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MR NEWTON GINGRICH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS FOUNDATION | ||||||||
| 1300 WILSON BLVD | ARLINGTON | VA | 22209 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | 501(C)(3) | UNRESTRICTED | $100 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)(3) | UNRESTRICTED | $100 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| AMERICAN WOMEN FOR INT UNDERSTANDI | ||||||||
| 1900 EAST GOLF ROAD | SCHAUMBURG | IL | 60173 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | SUITE 950 |
| AUTISM SOCIETY | ||||||||
| 6110 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | NONE | 501(C)(3) | UNRESTRICTED | $100 | SUITE 305 |
| AVE MARIA SCHOOL OF LAW | ||||||||
| 1025 COMMONS CIR | NAPLES | FL | 34119 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| BASILICA OF THE NATIONAL SHRINE | ||||||||
| 400 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| BETHLEHEM UNIVERSITY FOUNDATION | ||||||||
| 6001 AMMENDALE RD | BELTSVILLE | MD | 20705 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | SUITE 200 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 WEST 44TH ST | NEW YORK | NY | 10036 | NONE | 501(C)(3) | UNRESTRICTED | $100 | SUITE 609 |
| CATHOLIC CHARITIES USA | ||||||||
| PO BOX 17066 | BALTIMORE | MD | 212971066 | NONE | 501(C)(3) | UNRESTRICTED | $100 | |
| CITY OF FAIRFAX BAND | ||||||||
| PO BOX 1306 | FAIRFAX | VA | 220381306 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVE | BETHESDA | MD | 20814 | NONE | 501(C)(3) | UNRESTRICTED | $100 | |
| EASTER SEALS | ||||||||
| 1420 SPRING ST | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) | UNRESTRICTED | $100 | |
| GARY SINISE FOUNDATION | ||||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | NONE | 501(C)(3) | UNRESTRICTED | $100 | |
| HONOR FLIGHT | ||||||||
| 175 SOUTH TUTTLE RD | SPRINGFIELD | OH | 45505 | NONE | 501(C)(3) | UNRESTRICTED | $100 | |
| K9'S FOR VETERANS ABROAD | ||||||||
| 133 TWELVE OAKS LANE | PONTE VEDRA | FL | 32082 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |
| LUTHER COLLEGE | ||||||||
| 700 COLLEGE DR | DECORAH | IA | 52101 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| NAPLES TAKE A SOILDER FISHING | ||||||||
| 3575 19TH AVE SW | NAPLES | FL | 34117 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |
| NATIONAL ASSOCIATION FOR MUSIC ED | ||||||||
| 1806 ROBERT FULTON DR | RESTON | VA | 20191 | NONE | 501(C)(3) | UNRESTRICTED | $100 | |
| RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | 501(C)(3) | UNRESTRICTED | $100 | |
| SACRED HEART HOME | ||||||||
| 5805 QUEENS CHAPEL RD | HYATTSVILLE | MD | 20782 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| SOLDIERSTRONG | ||||||||
| 1127 HIGH RIDGE RD 124 | STAMFORD | CT | 06905 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |
| THOMAS JEFFERSON FOUNDATION | ||||||||
| PO BOX 316 | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)(3) | UNRESTRICTED | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,230 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $216 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,243 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,459 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,800 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO ASSET | 2020-12 | PURCHASE | 2021-11 | $693 | $688 | $5 |
| CAPITAL INCOME BLDR | 2012-03 | PURCHASE | 2021-11 | $2,786 | $2,338 | $448 |
| PIMCO FDS | 2012-01 | PURCHASE | 2021-11 | $4,305 | $4,557 | -$252 |
| WELLS FARGO ASSET | 2012-01 | PURCHASE | 2021-11 | $1,263 | $947 | $316 |
| CAPITAL INCOME BLDR | 2008-08 | PURCHASE | 2021-11 | $7,700 | $5,771 | $1,929 |
| PIMCO FDS PAC | 2009-07 | PURCHASE | 2021-05 | $4,045 | $4,261 | -$216 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $322 |
| INSURANCE EXPENSE | $854 |
| MERCHANT FEES | $40 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACT SERVICES - LEGAL FEES | CategoryTxt |
| Amt | $1,277 | Amt |