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JACQUELYN BOGUE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JACQUELYN BOGUE FOUNDATION (EIN 83-0408666)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349110279
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)
Return2022-11-15T19:27:22-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118500 VON KARMAN AVE 10TH FLOORAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92612ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830408666EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACQUELYN BOGUE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJACQBusinessNameControlTxt
Phone7149644886PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111770 WARNER AVENUE SUITE 110AddressLine1Txt
CityFOUNTAIN VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92708ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA S BORDERS LCSWPersonNm
Person TitlePRESIDENT/CEOPersonTitleTxt
Phone7149644886PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLINDAPersonFirstNm
Person LastBORDERS LCSWPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN YACKERPreparerPersonNm
PTINP00401346PTIN
Phone9492222999PhoneNum
Preparation2022-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$656,315FMVAssetsEOYAmt
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$22,955DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,955DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,015NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,015CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,970TotalRevAndExpnssAmt
Total Net Invst Incm$32,970TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,069OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,069OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$903InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$177TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$44TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$22TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$22TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,077OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,077OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,770TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,341TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,349TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,110ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,110ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$39,880TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,341TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,459TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,910ExcessRevenueOverExpensesAmt
Net Investment Income$25,629NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,158CashBOYAmt
Cash EOY$13,136CashEOYAmt
Cash EOYFMV$13,136CashEOYFMVAmt
Corporate Stock BOY$623,407CorporateStockBOYAmt
Corporate Stock EOY$643,179CorporateStockEOYAmt
Corporate Stock EOYFMV$643,179CorporateStockEOYFMVAmt
Total Assets BOY$652,565TotalAssetsBOYAmt
Total Assets EOY$656,315TotalAssetsEOYAmt
Total Assets EOYFMV$656,315TotalAssetsEOYFMVAmt
Other Liabilities BOY$8,470OtherLiabilitiesBOYAmt
Other Liabilities EOY$7,334OtherLiabilitiesEOYAmt
Total Liabilities BOY$8,470TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,334TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$644,095RetainedEarningBOYAmt
Retained Earning EOY$648,981RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$644,095TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$648,981TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$652,565TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$656,315TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$644,095TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,910ExcessRevenueOverExpensesAmt
Other Increases$11,796OtherIncreasesAmt
Subtotal$648,981SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$648,981TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Acquired2021-01-01AcquiredDt
Sold2021-12-31SoldDt
Gross Sales Price$25,000GrossSalesPriceAmt
Cost Or Other Basis$14,985CostOrOtherBasisAmt
Gain Or Loss$10,015GainOrLossAmt
Gains Minus Excess Or Losses$10,015GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,015CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$356InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$356SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,077EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,077TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$721OverpaymentAmt
Applied To ES Tax$721AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.JBOGUEFOUNDATION.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7149644886PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111770 WARNER AVENUE SUITE 110AddressLine1Txt
CityFOUNTAIN VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92708ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA S BORDERS LCSW LMFT
11770 WARNER AVENUE SUITE 110FOUNTAIN VALLEYCA92708PRESIDENT/CEO10.00$0$0$0
ANDREW CARNEY MBA
11770 WARNER AVENUE SUITE 110FOUNTAIN VALLEYCA92708TREASURER1.00$0$0$0
DIANA EASTIN
11770 WARNER AVENUE SUITE 110FOUNTAIN VALLEYCA92708BOARD MEMBER1.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$646,925AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,192AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$659,117TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$659,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,887CashDeemedCharitableAmt
Net Vl Noncharitable Assets$649,230NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,462MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,462MinimumInvestmentReturnAmt
Tax Based On Investment Income$356TaxBasedOnInvestmentIncomeAmt
Total Tax$356TotalTaxAmt
Distributable Before Adj$32,106DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$32,106DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$32,106DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,459ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$31,459QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,106DistributableAsAdjustedAmt
Undistributed Income PY$26,564UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$31,459QualifyingDistributionsAmt
Applied To Year1$26,564AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,895AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$27,211UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLINDA S BORDERS LCSW LMFTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line118030 BROOKHURST STREET 571AddressLine1Txt
CityFOUNTAIN VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92708ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7149644886RecipientPhoneNum
Recipient Email AddressBORDERSLS@AOL.COMRecipientEmailAddressTxt
Form And Info And MaterialsGRANTEES MAY VISIT WWW.JBOGUEFOUNDATION.COM AND CLICK ON "FUNDING GRANTS" FOR INFORMATION ON THE GRANT APPLICATION PROCESS. TO SUBMIT A REQUEST, GRANTEES WILL USE "JBF GRANT APPLICATION: REQUEST FOR PROPOSAL," WHICH WILL BE PROVIDED BY THE FOUNDATION UPON INQUIRY.FormAndInfoAndMaterialsTxt
Submission DeadlinesPLEASE SEE WWW.JBOGUEFOUNDATION.COM FOR GRANT CYCLE DEADLINES OR CONTACT THE FOUNDATION.SubmissionDeadlinesTxt
Restrictions On AwardsALL GRANTEE APPLICATIONS MUST SHARE THE SAME CHARITABLE PURPOSE OF THE FOUNDATION: SUICIDE PREVENTION, INTERVENTION AND/OR POST-VENTION IN ORANGE COUNTY, CA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL STREET - 29TH FLOORNEW YORKNY10005NONEPCSUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION$16,410
OC COMMUNITY FOUNDATION
4041 MACARTHUR BLVD 510NEWPORT BEACHCA92660NONEPCSUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION$9,150
WITH HOPE AMBER CRAIG FOUNDATION
PO BOX 550PLACENTIACA92871NONEPCSUICIDE PREVENTION THROUGH IMPROVING MENTAL HEALTH AWARENESS AND EDUCATION$3,550
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,110TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,955ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,015ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,970ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,970TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$643,179EOYBookValueAmt
EOYFMV$643,179EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$1,050$0$1,050
MISCELLANEOUS$27$0$27

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$11,796Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$8,470BOYBookValueAmt
EOY Book Value$7,334EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$6,069Amt
Net Investment Income$6,069NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$177Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt