CATHERINE F & JAMES H STENTZEL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE F & JAMES H STENTZEL FOUNDATION (EIN 41-2113501)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-06
- IRS object ID
- 202132189349100503
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-06T08:19:39-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341197246 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEVRIES TRIFILETTI & LOY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24803 DETROIT RD STE 4 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | 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 | 412113501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHERINE F & JAMES H STENTZEL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 3053042304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 WILLIAM STREET SUITE 1 | AddressLine1Txt |
| City | KEY WEST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330407159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE F STENTZEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053042304 | PhoneNum |
| Signature | 2021-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHERINE | PersonFirstNm |
| Person Last | STENTZEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A TRIFILETTI | PreparerPersonNm |
| PTIN | P00021539 | PTIN |
| Phone | 4408359450 | PhoneNum |
| Preparation | 2021-08-06 | 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 | $458,751 | 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 |
| Dividends Rev And Expnss | $1,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,010 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $357,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,010 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,628 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,095 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $119 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,214 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,017 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,017 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,414 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $557,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $458,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $458,751 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $557,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $458,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $458,751 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $557,206 | RetainedEarningBOYAmt |
| Retained Earning EOY | $458,603 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $557,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $458,603 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $557,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $458,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $557,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,603 | ExcessRevenueOverExpensesAmt |
| Subtotal | $458,603 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $458,603 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VNGRD S&P 500 | P | 2020-02-28 | 2020-04-28 | $49,483 | $49,025 | $458 | $458 |
| VNGRD S&P 500 | P | 2020-02-28 | 2020-05-18 | $107,754 | $93,820 | $13,934 | $13,934 |
| VNGRD S&P 500 | P | 2020-02-28 | 2020-06-03 | $199,916 | $144,298 | $55,618 | $55,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,010 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $70,010 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $979 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $979 | SubtotalAmt |
| Tax Based On Investment Income | $979 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $982 | 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 | OH | 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 | DEVRIES TRIFILETTI LOY CPA | IndividualWithBooksNm |
| Phone | 4408359450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24803 DETROIT ROAD SUITE 4 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CATHERINE F STENTZEL | ||||||||
| 526 WILLIAM STREET 1 | KEY WEST | FL | 33040 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JAMES H STENTZEL | ||||||||
| 526 WILLIAM STREET 1 | KEY WEST | FL | 33040 | TRUSTEE | 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 | $492,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $492,002 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $492,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $484,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $979 | TotalTaxAmt |
| Distributable Before Adj | $23,252 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,252 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,252 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,017 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $169,017 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $169,017 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,252 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,018 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,648 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,200 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,368 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,392 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $207,626 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,017 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,765 | RemainingDistriFromCorpusAmt |
| Total Corpus | $353,391 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,018 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $341,373 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,648 | ExcessFromYear4Amt |
| Excess From Year3 | $31,200 | ExcessFromYear3Amt |
| Excess From Year2 | $54,368 | ExcessFromYear2Amt |
| Excess From Year1 | $72,392 | ExcessFromYear1Amt |
| Excess From Current Year | $145,765 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CATHERINE F STENTZEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 WILLIAM STREET 1 | AddressLine1Txt |
| City | KEY WEST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330407159 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3053042304 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIPTION OF REQUEST WITH COPY OF 501(C)(3) EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE CATHERINE F. AND JAMES H. STENTZEL FOUNDATION IS A PRIVATE FAMILY FOUNDATION ESTABLISHED JANUARY 1, 2004, TO SUPPORT CHARITABLE, TAX-EXEMPT ORGANIZATIONS WORKING FOR THE BETTERMENT OF HUMANITY THROUGH RELIGION, EDUCATION, COMMUNICATIONS, THE ARTS, ADVOCACY FOR SOCIAL JUSTICE, AND EFFORTS FOR WORLD PEACE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ACLU OF FLORIDA | ||||||
| 4500 BISCAYNE BLVD 340 | MIAMI | FL | 33134 | EDUCATION | $20,000 | |
| BEYOND DIFFERENCES | ||||||
| 711 GRAND AVE | SAN RAFAEL | CA | 94901 | EDUCATION | $3,000 | STE 200 |
| BORDERLINKS | ||||||
| 620 SOURTH 6TH AVE | TUCSON | AZ | 85701 | JUSTICE EDUCATION | $10,000 | |
| CHERRY CREEK SCHOOLS FOUNDATION | ||||||
| 4700 SOUTH YOSEMITE | GREENWOOD VILLAGE | CO | 80111 | EDUCATION | $3,000 | SUITE 130 |
| EDGEHILL NEIGHBORHOOD PARTNERSHIP | ||||||
| 1502 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | SOCIAL JUSTICE | $8,000 | |
| EQUALITY FLORIDA INSTITUTE | ||||||
| PO BOX 13184 | TAMPA | FL | 33622 | SOCIAL JUSTICE | $15,000 | |
| EQUALITY FLORIDA INSTITUTE | ||||||
| PO BOX 13184 | TAMPA | FL | 33622 | SAFE SCHOOLS | $50,000 | |
| EYEWITNESS PALESTINE | ||||||
| PO BOX 73798 | WASHINGTON | DC | 20009 | PEACE EDUCATION | $6,000 | |
| FLORIDA KEYS OUTREACH COALITION | ||||||
| PO BOX 4767 | KEY WEST | FL | 33041 | SOCIAL JUSTICE | $10,000 | |
| KOINONIA FARMS | ||||||
| 1324 GA HIGHWAY 49 SOUTH | AMERICUS | GA | 31719 | PEACEBUILDING | $4,000 | |
| LAUREL SCHOOL | ||||||
| 1 LYMAN CIRCLE | SHAKER HEIGHTS | OH | 44122 | EDUCATION | $2,500 | |
| METROPOLITAN COMMUNITY CHURCH | ||||||
| 1215 PETRONIA ST | KEY WEST | FL | 33040 | FOOD PROGRAMS | $10,117 | |
| UNION THEOLOGICAL SEMINARY | ||||||
| 3041 BROADWAY | NEW YORK | NY | 10027 | SOCIAL JUSTICE GRANT | $10,000 | |
| UNION THEOLOGICAL SEMINARY | ||||||
| 3041 BROADWAY | NEW YORK | NY | 10027 | SCHOLARSHIP GRANT | $10,000 | |
| MONROE COUNTY EDUCATION FOUNDATION | ||||||
| PO BOX 2561 | KEY WEST | FL | 33045 | EDUCATION | $5,000 | |
| CRU FOUNDATION | ||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | EDUCATION | $2,400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,017 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,618 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,010 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $71,628 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,628 | 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 | $1,095 | Amt |
| Net Investment Income | $1,095 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD FEDERAL MONEY MARKET FUND | StockNm |
| EOY Book Value | $458,603 | EOYBookValueAmt |
| EOYFMV | $458,751 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - GENERAL | CategoryTxt |
| Amt | $119 | Amt |
| Net Investment Income | $119 | NetInvestmentIncomeAmt |