THE GREENE FAMILY CHARITABLE: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE GREENE FAMILY CHARITABLE (EIN 45-5187644)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-15
- IRS object ID
- 202102589349100635
- Schema version
- 2020v4.0
- 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
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-15T14:27:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592733171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STUART M ROTMAN CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 W SUNRISE BLVD SUITE 100A | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333224007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455187644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENE FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 9544767011 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 WEST SUNRISE BLVD STE 100A | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33322 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIL A AKAR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9544767011 | PhoneNum |
| Signature | 2021-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMIL A | PersonFirstNm |
| Person Last | AKAR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART ROTMAN | PreparerPersonNm |
| PTIN | P00083504 | PTIN |
| Phone | 9544758020 | PhoneNum |
| Preparation | 2021-08-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $47,579 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,949 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,375 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,974 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,375 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $503 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $503 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $503 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,471 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,375 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,327 | CashBOYAmt |
| Cash EOY | $7,692 | CashEOYAmt |
| Cash EOYFMV | $7,692 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,887 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $42,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,579 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $42,751 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,326 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,939 | OtherIncreasesAmt |
| Subtotal | $47,326 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $47,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DROPBOX | P | 2019-12-27 | 2020-11-24 | $3,779 | $3,577 | $202 | $202 |
| ESPERION | P | 2020-06-01 | 2020-06-01 | $15,354 | $16,623 | -$1,269 | -$1,269 |
| GOGO INC | P | 2020-06-01 | 2020-06-01 | $3,802 | $2,060 | $1,742 | $1,742 |
| ALLGENE THERAPEUTIC | P | 2020-06-26 | 2020-07-29 | $3,762 | $4,397 | -$635 | -$635 |
| INCYTE PHARM | P | 2020-06-01 | 2020-06-01 | $8,999 | $7,794 | $1,205 | $1,205 |
| INOVIO | P | 2019-12-20 | 2020-03-09 | $4,873 | $1,047 | $3,826 | $3,826 |
| JUMIA TECH | P | 2020-10-12 | 2020-10-27 | $5,044 | $3,746 | $1,298 | $1,298 |
| LANTHEUS | P | 2019-12-20 | 2020-06-24 | $12 | $16 | -$4 | -$4 |
| NIO INC | P | 2020-01-29 | 2020-04-02 | $685 | $1,289 | -$604 | -$604 |
| SILICON MOTION | P | 2020-05-26 | 2020-07-29 | $7,338 | $8,271 | -$933 | -$933 |
| SUNPOWER CORP | P | 2019-12-20 | 2020-09-18 | $1,276 | $855 | $421 | $421 |
| MAXEON SOLAR | P | 2019-12-20 | 2020-09-03 | $310 | $184 | $126 | $126 |
| DROP BOX | P | 2018-10-26 | 2020-11-24 | $2,456 | $2,882 | -$426 | -$426 |
| VIATRIS | P | 2020-11-16 | 2020-11-24 | $264 | $264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,949 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,375 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $62 | SubtotalAmt |
| Tax Based On Investment Income | $62 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $62 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | 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 |
| Individual With Books | EMIL A AKAR | IndividualWithBooksNm |
| Phone | 9544767011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 W SUNRISE BLVD | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33322 | 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 |
| Undistr Incm Sect4942a2 App Yr1 | 2018 | UndistrIncmSect4942a2AppYr1Yr |
| Undistr Incm Sect4942a2 App Yr2 | 2017 | UndistrIncmSect4942a2AppYr2Yr |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMIL A AKAR | ||||||||
| 8551 W SUNRISE BLVD | PLANTATION | FL | 33322 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTINE E AKAR | ||||||||
| 8551 W SUNRISE BLVD | PLANTATION | FL | 33322 | DIRECTOR | 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 | $29,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,291 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $45,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Minimum Investment Return | $2,231 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $2,231 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,231 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,231 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,835 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,835 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,835 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,835 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $11,853 | TotalForPriorYearsAmt |
| Qualifying Distributions | $1,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,835 | AppliedToYear1Amt |
| Prior Year Undistributed Incm | $11,853 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $11,853 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $2,231 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2012-07-05 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,231 | CurrentYearAmt |
| Year1 | $1,835 | Year1Amt |
| Year3 | $2,159 | Year3Amt |
| Total | $6,225 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,896 | CurrentYearAmt |
| Year1 | $1,560 | Year1Amt |
| Year3 | $1,835 | Year3Amt |
| Total | $5,291 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,835 | CurrentYearAmt |
| Year1 | $2,128 | Year1Amt |
| Year2 | $2,633 | Year2Amt |
| Year3 | $3,452 | Year3Amt |
| Total | $10,048 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,835 | CurrentYearAmt |
| Total | $1,835 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SPECIAL OLYPICS | ||||||
| 1915 DON WICKHAM DR | CLERMONT | FL | 34711 | PC | EVENTS | $917 |
| ST JUDES REARCH HOSPITAL | ||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | PC | RESEARCH | $918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,835 | 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 | $6 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,949 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,974 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,974 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | FUNDS ARE EARNED AND MAINTAINED TO FULFILL EXEMPT PURPOSE |
| 4 | FUNDS ARE EARNED AND MAINTAINED TO FULFILL EXEMPT PURPOSE |
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 | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $39,634 | EOYBookValueAmt |
| EOYFMV | $39,887 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CAPITAL GAIN | Desc |
| Amt | $1,939 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WITHHOLDING | CategoryTxt |
| Amt | $3 | Amt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |