WISHFUL WINGS JAMES S BARNETT JR MEMORIAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WISHFUL WINGS JAMES S BARNETT JR MEMORIAL FOUNDATION (EIN 48-6354330)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202123159349101327
- Schema version
- 2020v4.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T09:00:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 486354330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISHFUL WINGS JAMES S BARNETT JR 127068 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISH | BusinessNameControlTxt |
| Phone | 8168607711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O UMB BANK NA P O BOX 415044 M | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSE BARNETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8168607711 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC W COURSEY | PreparerPersonNm |
| PTIN | P00387963 | PTIN |
| Phone | 4126445302 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $1,472,931 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $454,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,663 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $70,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,568 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,528 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,528 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,839 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $22,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $22,123 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $870 | CashBOYAmt |
| Cash EOY | $4,235 | CashEOYAmt |
| Cash EOYFMV | $4,235 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $99,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,123 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $785,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $747,239 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,426,573 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $886,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $793,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,472,931 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $886,032 | CapitalStockBOYAmt |
| Capital Stock EOY | $793,597 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $886,032 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $793,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $886,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $793,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $886,032 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $198 | OtherIncreasesAmt |
| Subtotal | $796,508 | SubtotalAmt |
| Other Decreases | $2,911 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $793,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (178 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20. AT & T INC | 2019-10-02 | 2020-01-03 | $780 | $741 | $39 | $39 | |
| 10. ABBOTT LABORATORIES | 2018-09-26 | 2020-01-03 | $858 | $729 | $129 | $129 | |
| 15. APPLE COMPUTER INC | 2008-12-26 | 2020-01-03 | $4,473 | $185 | $4,288 | $4,288 | |
| 45. BANK OF AMERICA CORP | 2018-02-20 | 2020-01-03 | $1,569 | $1,443 | $126 | $126 | |
| 5. BECTON DICKINSON & CO | 2017-03-31 | 2020-01-03 | $1,347 | $918 | $429 | $429 | |
| 5. BOEING CO | 2019-06-04 | 2020-01-03 | $1,661 | $1,720 | -$59 | -$59 | |
| 10. CME GROUP INC | 2013-06-07 | 2020-01-03 | $2,046 | $718 | $1,328 | $1,328 | |
| 5. CHEVRONTEXACO CORP | 2012-06-06 | 2020-01-03 | $605 | $495 | $110 | $110 | |
| 30. CISCO SYSTEMS INC | 2019-06-04 | 2020-01-03 | $1,428 | $1,592 | -$164 | -$164 | |
| 25. COMCAST CORP NEW | 2019-09-13 | 2020-01-03 | $1,125 | $1,174 | -$49 | -$49 | |
| 5. COSTCO WHOLESALE CORP | 2003-12-15 | 2020-01-03 | $1,459 | $179 | $1,280 | $1,280 | |
| 15. DANAHER CORP | 2017-10-26 | 2020-01-03 | $2,314 | $1,373 | $941 | $941 | |
| 10. DISNEY WALT HOLDING CO | 2019-12-18 | 2020-01-03 | $1,466 | $1,465 | $1 | $1 | |
| 10. DOLLAR GENERAL CORP | 2019-08-22 | 2020-01-03 | $1,549 | $1,393 | $156 | $156 | |
| 35. DUKE WEEKS REALTY CORP | 2019-08-15 | 2020-01-03 | $1,221 | $1,153 | $68 | $68 | |
| 15. EOG RESOURCES INC | 2019-01-16 | 2020-01-03 | $1,273 | $1,473 | -$200 | -$200 | |
| 15. EXXON MOBIL CORP | 2019-06-04 | 2020-01-03 | $1,053 | $1,102 | -$49 | -$49 | |
| 10. FACEBOOK INC - A SHS | 2015-07-30 | 2020-01-03 | $2,086 | $937 | $1,149 | $1,149 | |
| 5. HOME DEPOT INC | 2009-05-06 | 2020-01-03 | $1,092 | $129 | $963 | $963 | |
| 5. INTUIT INC | 2019-06-04 | 2020-01-03 | $1,322 | $1,230 | $92 | $92 | |
| 20. J P MORGAN CHASE & CO | 2012-03-09 | 2020-01-03 | $2,770 | $824 | $1,946 | $1,946 | |
| 5. LOCKHEED MARTIN CORP | 2018-10-24 | 2020-01-03 | $2,065 | $1,572 | $493 | $493 | |
| 10. MASTERCARD INC - CLASS A | 2012-12-11 | 2020-01-03 | $3,009 | $481 | $2,528 | $2,528 | |
| 5. MCDONALDS CORP | 2019-06-04 | 2020-01-03 | $998 | $999 | -$1 | -$1 | |
| 20. MERCK & CO INC | 2019-03-18 | 2020-01-03 | $1,826 | $1,625 | $201 | $201 | |
| 25. MICROSOFT CORP | 2008-12-26 | 2020-01-03 | $3,975 | $479 | $3,496 | $3,496 | |
| 10. NEXTERA ENERGY INC | 2012-06-15 | 2020-01-03 | $2,400 | $677 | $1,723 | $1,723 | |
| 15. NIKE INC CLASS B | 2018-12-24 | 2020-01-03 | $1,527 | $1,031 | $496 | $496 | |
| 10. PAYPAL HOLDINGS INC | 2019-05-10 | 2020-01-03 | $1,090 | $1,102 | -$12 | -$12 | |
| 10. PEPSICO INC | 2019-06-04 | 2020-01-03 | $1,357 | $1,288 | $69 | $69 | |
| 10. PHILLIPS 66 | 2018-10-26 | 2020-01-03 | $1,084 | $994 | $90 | $90 | |
| 10. PROCTER & GAMBLE CO | 2019-08-15 | 2020-01-03 | $1,224 | $1,178 | $46 | $46 | |
| 30. PROGRESSIVE CORP OHIO | 2019-06-04 | 2020-01-03 | $2,228 | $2,450 | -$222 | -$222 | |
| 10. SALESFORCE.COM INC | 2019-06-04 | 2020-01-03 | $1,662 | $1,491 | $171 | $171 | |
| 25. SOUTHWEST AIRLINES CO | 2014-01-22 | 2020-01-03 | $1,353 | $545 | $808 | $808 | |
| 10. TEXAS INSTRUMENTS INC | 2015-03-11 | 2020-01-03 | $1,281 | $575 | $706 | $706 | |
| 5. THERMO ELECTRON CORP | 2013-10-16 | 2020-01-03 | $1,614 | $468 | $1,146 | $1,146 | |
| 20. TRUIST FINANCIAL CORPORATION | 2016-11-10 | 2020-01-03 | $1,122 | $832 | $290 | $290 | |
| 10. UNION PACIFIC CORP | 2013-01-29 | 2020-01-03 | $1,804 | $675 | $1,129 | $1,129 | |
| 10. UNITED RENTALS INC | 2019-04-23 | 2020-01-03 | $1,651 | $1,386 | $265 | $265 | |
| 10. UNITEDHEALTH GROUP INC | 2011-11-16 | 2020-01-03 | $2,891 | $452 | $2,439 | $2,439 | |
| 20. VERIZON COMMUNICATIONS | 2018-10-29 | 2020-01-03 | $1,208 | $1,127 | $81 | $81 | |
| 10. WAL MART STORES INC | 2018-08-16 | 2020-01-03 | $1,179 | $989 | $190 | $190 | |
| 15. WELLTOWER INC | 2018-12-21 | 2020-01-03 | $1,220 | $1,062 | $158 | $158 | |
| 5. LINDE PUBLIC LIMITED CO | 2018-05-04 | 2020-01-03 | $1,030 | $817 | $213 | $213 | |
| 30. APPLE COMPUTER INC | 2008-12-26 | 2020-01-08 | $9,103 | $370 | $8,733 | $8,733 | |
| 100. SOUTHWEST AIRLINES CO | 2014-01-22 | 2020-01-10 | $5,391 | $2,181 | $3,210 | $3,210 | |
| 5. AMAZON COM INC | 2016-01-28 | 2020-01-14 | $9,334 | $3,057 | $6,277 | $6,277 | |
| 25. HOME DEPOT INC | 2009-05-06 | 2020-01-14 | $5,563 | $646 | $4,917 | $4,917 | |
| 25. CME GROUP INC | 2019-06-04 | 2020-03-17 | $4,111 | $4,863 | -$752 | -$752 | |
| 185. PAYPAL HOLDINGS INC | 2019-06-04 | 2020-03-17 | $17,876 | $19,889 | -$2,013 | -$2,013 | |
| 160. PROGRESSIVE CORP OHIO | 2016-01-12 | 2020-03-17 | $12,079 | $4,906 | $7,173 | $7,173 | |
| 75. PROGRESSIVE CORP OHIO | 2019-06-04 | 2020-03-17 | $5,662 | $6,124 | -$462 | -$462 | |
| 55. WELLTOWER INC | 2019-06-04 | 2020-03-18 | $1,704 | $4,388 | -$2,684 | -$2,684 | |
| 165. WELLTOWER INC | 2019-01-17 | 2020-03-18 | $5,111 | $11,770 | -$6,659 | -$6,659 | |
| 190. PROGRESSIVE CORP OHIO | 2016-01-12 | 2020-03-24 | $12,958 | $5,826 | $7,132 | $7,132 | |
| 15. BOEING CO | 2019-06-04 | 2020-03-25 | $2,423 | $5,160 | -$2,737 | -$2,737 | |
| 55. BOEING CO | 2013-07-12 | 2020-03-25 | $8,884 | $5,572 | $3,312 | $3,312 | |
| 100. SOUTHWEST AIRLINES CO | 2019-06-04 | 2020-03-25 | $3,992 | $4,886 | -$894 | -$894 | |
| 205. SOUTHWEST AIRLINES CO | 2014-01-27 | 2020-03-25 | $8,184 | $4,321 | $3,863 | $3,863 | |
| 45. EOG RESOURCES INC | 2019-06-04 | 2020-03-31 | $1,620 | $3,781 | -$2,161 | -$2,161 | |
| 145. EOG RESOURCES INC | 2019-01-16 | 2020-03-31 | $5,220 | $13,542 | -$8,322 | -$8,322 | |
| 20. MCDONALDS CORP | 2019-06-04 | 2020-03-31 | $3,323 | $3,995 | -$672 | -$672 | |
| 20. MCDONALDS CORP | 2018-05-04 | 2020-03-31 | $3,323 | $3,279 | $44 | $44 | |
| 30. PHILLIPS 66 | 2019-06-04 | 2020-04-09 | $1,895 | $2,518 | -$623 | -$623 | |
| 85. PHILLIPS 66 | 2018-10-26 | 2020-04-09 | $5,369 | $8,445 | -$3,076 | -$3,076 | |
| 100. TRUIST FINANCIAL CORPORATION | 2019-06-04 | 2020-05-08 | $3,607 | $4,876 | -$1,269 | -$1,269 | |
| 230. TRUIST FINANCIAL CORPORATION | 2016-11-10 | 2020-05-08 | $8,295 | $9,566 | -$1,271 | -$1,271 | |
| 395. COMCAST CORP NEW | 2020-01-21 | 2020-05-14 | $14,043 | $18,365 | -$4,322 | -$4,322 | |
| 55. MCDONALDS CORP | 2018-05-04 | 2020-05-14 | $9,362 | $9,017 | $345 | $345 | |
| 40. EXXON MOBIL CORP | 2019-06-04 | 2020-05-22 | $1,742 | $2,938 | -$1,196 | -$1,196 | |
| 175. EXXON MOBIL CORP | 2016-02-03 | 2020-05-22 | $7,622 | $13,581 | -$5,959 | -$5,959 | |
| 290. AT & T INC | 2019-10-02 | 2020-06-09 | $9,402 | $10,738 | -$1,336 | -$1,336 | |
| 115. FIVE BELOW INC | 2020-01-14 | 2020-07-17 | $11,914 | $13,050 | -$1,136 | -$1,136 | |
| 10. FACEBOOK INC - A SHS | 2019-06-04 | 2020-07-20 | $2,426 | $1,676 | $750 | $750 | |
| 15. NEXTERA ENERGY INC | 2019-06-04 | 2020-07-20 | $4,129 | $2,985 | $1,144 | $1,144 | |
| 20. NIKE INC CLASS B | 2019-06-04 | 2020-07-20 | $1,921 | $1,609 | $312 | $312 | |
| 415. CISCO SYSTEMS INC | 2019-08-15 | 2020-09-04 | $16,836 | $19,092 | -$2,256 | -$2,256 | |
| 200. FISERV INC | 2020-03-17 | 2020-09-18 | $20,623 | $19,455 | $1,168 | $1,168 | |
| 20. APPLE COMPUTER INC | 2019-05-10 | 2020-09-22 | $2,196 | $983 | $1,213 | $1,213 | |
| 5. MICROSOFT CORP | 2019-07-19 | 2020-09-22 | $1,034 | $694 | $340 | $340 | |
| 60. LOCKHEED MARTIN CORP | 2019-06-04 | 2020-10-29 | $21,115 | $19,375 | $1,740 | $1,740 | |
| 60. VERIZON COMMUNICATIONS | 2019-01-11 | 2020-10-30 | $3,410 | $3,415 | -$5 | -$5 | |
| 110. BECTON DICKINSON & CO | 2019-06-04 | 2020-11-09 | $26,705 | $21,486 | $5,219 | $5,219 | |
| 95. CME GROUP INC | 2019-06-04 | 2020-12-03 | $17,189 | $8,046 | $9,143 | $9,143 | |
| 95. AMERICAN TOWER CORP | 2020-08-27 | 2020-12-04 | $21,567 | $22,456 | -$889 | -$889 | |
| 55. DANAHER CORP | 2019-06-04 | 2020-12-15 | $12,296 | $7,271 | $5,025 | $5,025 | |
| 190. WASTE MANAGEMENT INC DEL | 2020-05-14 | 2020-12-15 | $22,129 | $18,729 | $3,400 | $3,400 | |
| 100. CHEVRONTEXACO CORP | 2019-06-04 | 2020-12-16 | $8,880 | $10,253 | -$1,373 | -$1,373 | |
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P | |||||
| CAPITAL GAIN DIVIDENDS | $194 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,663 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $765 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $765 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $765 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,176 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,176 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,411 | OverpaymentAmt |
| Applied To ES Tax | $768 | AppliedToESTaxAmt |
| Refund | $1,643 | RefundAmt |
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 | KS | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8168607711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 GRAND | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64106 | 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 | Yes (true) | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KYONG JU BARNETT | ||||||
| 8638 OLD OAK DRIVE | IRVING | TX | 75063 | TRUSTEE | 15 | $24,000 |
| MIA BARNETT | ||||||
| 540 EAST 20TH STREET APT 8E | NEW YORK | NY | 10009 | TRUSTEE | 15 | $0 |
| JESSE BARNETT | ||||||
| 8638 OLD OAK DRIVE | IRVING | TX | 75063 | TRUSTEE | 15 | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,231,193 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,360,541 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,360,541 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,340,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $765 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $765 | TotalTaxAmt |
| Distributable Before Adj | $66,242 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $66,242 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $66,242 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $139,923 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,923 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,551 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $82,551 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $66,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,681 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $156,232 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $156,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $82,551 | ExcessFromYear1Amt |
| Excess From Current Year | $73,681 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KYONG JU BARNETT JESSE BARNETT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UT ARLINGTON ARTART HISTORY DEPT | ||||||||
| 701 S NEDDERMAN DR | ARLINGTON | TX | 76019 | NONE | PC | SUPPORT OF CHARITABLE | $4,000 | |
| COOK CHILDRENS HEALTH FDN | ||||||||
| 801 7TH AVENUE | FORT WORTH | TX | 76104 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| GLASSTIRE | ||||||||
| PO BOX 1489 | HOUSTON | TX | 77251 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| INTL PEDIATRIC STROKE ORG | ||||||||
| 675 NELSON RISING LANE ROOM 402 | SAN FRANCISCO | CA | 94158 | NONE | PC | SUPPORT OF CHARITABLE | $2,000 | |
| NATIONAL BLACK LEADERSHIP | ||||||||
| 215 WEST 125TH ST SUITE 2 | NEW YORK | NY | 10027 | NONE | PC | SUPPORT OF CHARITABLE | $4,000 | COMMISSION ON HEALTH |
| IDA B WELLS SOCIETY FOR INVESTIGATIVE | ||||||||
| CAMPUS BOX 3365 | CHAPEL HILL | NC | 27599 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | REPORTING |
| NAACP LEGAL DEFENCE & EDUCATION FD | ||||||||
| 40 RECTOR ST 5TH FL | NEW YORK | NY | 10006 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| VERA INSTITUTE OF JUSTICE | ||||||||
| 34 35TH STREET SUITE 4-2A | BROOKLYN | NY | 11232 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| CAMPAIGN ZERO | ||||||||
| 346 E 119TH ST 3B | NEW YORK | NY | 10035 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| FAITH IN TEXAS | ||||||||
| 1111 W MOCKINGBIRD LANE STE 260 | DALLAS | TX | 75247 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| CLIMATE JUSTICE ALLIANCE | ||||||||
| PO BOX 10202 | BERKELEY | CA | 94709 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| AFRICAN AMERICAN CULTURAL HERITAGE | ||||||||
| PO BOX 5043 | HAGERSTOWN | MD | 217419823 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | ACTION FUND |
| CENTER FOR INQUIRY | ||||||||
| PO BOX 741 | AMHERST | NY | 142260741 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| MIGIZI | ||||||||
| PO BOX 17125 | MINNEAPOLIS | MN | 55417 | NONE | PC | SUPPORT OF CHARITABLE | $3,000 | |
| THE MARSHALL PROJECT | ||||||||
| 156 W 56TH ST SUITE 701 | NEW YORK | NY | 10019 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| THE LOVELAND FOUNDATION | ||||||||
| 320 7TH AVE 263 | BROOKLYN | NY | 11215 | NONE | PC | SUPPORT OF CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,568 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $800 | Amt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $2,911 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHECKING ACC EXPENSES | Desc |
| Revenue And Expenses Per Books | $22,123 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,123 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND INCOME TIMING ADJUSTMENT | Desc |
| Amt | $198 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MNGMNT FEES (DEDUCT | CategoryTxt |
| Amt | $15,528 | Amt |
| Net Investment Income | $15,528 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,663 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $3,176 | $0 | $0 |