LASALLE FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LASALLE FAMILY FOUNDATION INC (EIN 20-8090370)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-16
- IRS object ID
- 202131369349100508
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-16T08:40:08-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814768624 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANCTUARY TAX AND FAMILY OFFICE SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 N LA SALLE SUITE 1010 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | 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 | 208090370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LASALLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LASA | BusinessNameControlTxt |
| Phone | 2606275198 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5832 HOSLER RD | AddressLine1Txt |
| City | LEO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46765 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM B LASALLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2606275198 | PhoneNum |
| Signature | 2021-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | LASALLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J KIELY | PreparerPersonNm |
| PTIN | P00798213 | PTIN |
| Phone | 3127865961 | PhoneNum |
| Preparation | 2021-05-10 | 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 | $694,253 | 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 | $1,362 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,362 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,230 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,113 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,698 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $253 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $253 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $253 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,238 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,238 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,238 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,241 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,136 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,136 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,377 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,679 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,457 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,725 | CashBOYAmt |
| Cash EOY | $19,959 | CashEOYAmt |
| Cash EOYFMV | $19,959 | CashEOYFMVAmt |
| Corporate Stock BOY | $481,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $627,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $627,932 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $62,552 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,362 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,362 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $567,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $694,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $694,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $567,192 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $694,253 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $567,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $694,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $567,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $694,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $567,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,679 | ExcessRevenueOverExpensesAmt |
| Other Increases | $133,740 | OtherIncreasesAmt |
| Subtotal | $694,253 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $694,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO 7512 | P | $68,255 | $68,185 | $70 | $70 |
| WELLS FARGO 7512 | P | $138,667 | $119,197 | $19,470 | $19,470 |
| WELLS FARGO 7512 | P | $41,096 | $33,735 | $7,361 | $7,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,113 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $70 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $423 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $423 | SubtotalAmt |
| Tax Based On Investment Income | $423 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $423 | 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 | IN | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM B LASALLE | IndividualWithBooksNm |
| Phone | 2606275198 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5832 HOSLER ROAD | AddressLine1Txt |
| City | LEO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46765 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B LASALLE | ||||||||
| 5832 HOSLER ROAD | LEO | IN | 46765 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| AMANDA G LASALLE | ||||||||
| 5832 HOSLER ROAD | LEO | IN | 46765 | SECRETARY | 000.00 | $0 | $0 | $0 |
| CHRISTOPHER W LASALLE | ||||||||
| 5832 HOSLER ROAD | LEO | IN | 46765 | DIRECTOR | 000.00 | $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 | $554,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,342 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $576,266 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $576,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,644 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $567,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $423 | TotalTaxAmt |
| Distributable Before Adj | $27,958 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,958 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,958 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,377 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,377 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $45,377 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,958 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,990 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,414 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,962 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,019 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,650 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,035 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,377 | QualifyingDistributionsAmt |
| Applied To Current Year | $27,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,419 | RemainingDistriFromCorpusAmt |
| Total Corpus | $66,454 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,990 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $58,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,414 | ExcessFromYear4Amt |
| Excess From Year3 | $13,962 | ExcessFromYear3Amt |
| Excess From Year2 | $13,019 | ExcessFromYear2Amt |
| Excess From Year1 | $7,650 | ExcessFromYear1Amt |
| Excess From Current Year | $17,419 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| PROJECT BALLET | ||||||
| 921 NORTHCREST SHOPPING C | FORT WAYNE | IN | 46805 | PUBLIC CHARITY TO ARTS & EDUCATION | $8,000 | |
| TRINITY LUTHERAN CHURCH | ||||||
| 450 WASHINGON | FORT WAYNE | IN | 46802 | TO SUPPORT LUTHERAN CHURCH | $5,000 | |
| SOUTHERN POVERTY LAW | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | SUPPORT LEGAL EQUALITY | $1,000 | |
| RESCUE MISSION | ||||||
| 301 W SUPERIOR ST | FORT WAYNE | IN | 46802 | SUPPORT FOR THE HOMELESS | $3,000 | |
| PLANNED PARENTHOOD | ||||||
| 2930 LAKE AVE | FORT WAYNE | IN | 46805 | SUPPORT FOR FAMILIES | $2,000 | |
| ARTS UNITED | ||||||
| 303 E MAIN ST | FORT WAYNE | IN | 46802 | SUPPORTING THE ARTS | $1,000 | |
| WFWA PBS 39 | ||||||
| 2501 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | TO SUPPORT PUBLIC BROADCASTING | $1,000 | |
| ACLU FUND | ||||||
| 125 BROAD STREET 18TH FLO | NEW YORK | NY | 10004 | TO SUPPORT CIVIL LIBERTIES | $2,000 | |
| 50 VARIOUS ORGANIZATIONS | ||||||
| DONATIONS LESS THAN 1000 | FORT WAYNE | IN | 46765 | VARIOUS PUBLIC CHARITIES | $14,136 | LESS THAN 1000 PER CHARITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,136 | 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 | $1,362 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,223 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,113 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,698 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,698 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $46,362 | EOYBookValueAmt |
| EOYFMV | $46,362 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $627,932 | EOYBookValueAmt |
| EOYFMV | $627,932 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ACCOUNT FEES | $7,238 | $7,238 | $7,238 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $133,740 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $253 | Amt |
| Net Investment Income | $253 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $253 | DisbursementsCharitablePrpsAmt |