WALLACE FAM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WALLACE FAM FOUNDATION (EIN 58-6343201)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-02
- IRS object ID
- 202140929349100104
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-02T09:06:34-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570957419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hobbs Group PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1704 Laurel Street | AddressLine1Txt |
| City | Columbia | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29201 | 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 | 586343201 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wallace Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 8642702878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 646 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martha Pellet | PersonNm |
| Person Title | Chairperson | PersonTitleTxt |
| Signature | 2021-03-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Martha | PersonFirstNm |
| Person Last | Pellet | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tamara Hannon CPA | PreparerPersonNm |
| PTIN | P01297173 | PTIN |
| Phone | 8037990555 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $1,822,796 | 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 | $4,830 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,830 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,830 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $29,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,276 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,276 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $552,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,878 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,984 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,106 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,260 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,768 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,768 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,336 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,707 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,707 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,106 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,533 | CashBOYAmt |
| Cash EOY | $25,834 | CashEOYAmt |
| Cash EOYFMV | $25,834 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $50,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,685 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $254,914 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $291,473 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $291,473 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $913,973 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,454,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,454,804 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $41,060 | OtherAssetsBOYAmt |
| Other Assets EOY | -$528,122 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,295,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,294,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,822,796 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,844 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,844 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,293,636 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,294,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,293,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,294,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,295,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,294,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,293,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,320 | OtherIncreasesAmt |
| Subtotal | $1,295,329 | SubtotalAmt |
| Other Decreases | $655 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,294,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 8885 ST Covered | P | 2020-01-01 | 2020-12-31 | $7,595 | $5,782 | $1,813 | $1,813 |
| UBS 8885 LT See Attached | P | 2019-01-01 | 2020-12-31 | $80,150 | $66,936 | $13,214 | $13,214 |
| UBS 8885 LT NonCovered | P | 2019-01-01 | 2020-12-31 | $9,407 | $2,652 | $6,755 | $6,755 |
| UBS 8887 ST Covered | P | 2020-01-01 | 2020-12-31 | $29,452 | $33,444 | -$3,992 | -$3,992 |
| UBS 8887 LT Covered | P | 2019-01-01 | 2020-12-31 | $103,684 | $94,286 | $9,398 | $9,398 |
| UBS 0829 ST Covered | P | 2020-01-01 | 2020-12-31 | $6,273 | $3,446 | $2,827 | $2,827 |
| UBS 0829 LT Covered | P | 2019-01-01 | 2020-12-31 | $58,248 | $31,780 | $26,468 | $26,468 |
| 20 UBS 829 Intel Bus Soln | P | 2001-09-07 | 2020-12-10 | $2,518 | $1,945 | $573 | $573 |
| 20 UBS 829 Lowes | P | 1999-09-22 | 2020-06-04 | $2,604 | $226 | $2,378 | $2,378 |
| UBS 0583 ST Covered | P | 2020-01-01 | 2020-12-31 | $6,322 | $8,434 | -$2,112 | -$2,112 |
| UBS 0583 LT Covered | P | 2019-01-01 | 2020-12-31 | $116,339 | $150,363 | -$34,024 | -$34,024 |
| UBS 0583 LT see attached | P | 2019-01-01 | 2020-12-31 | $22,026 | $23,911 | -$1,885 | -$1,885 |
| UBS 7196 ST see attached | P | 2020-01-01 | 2020-12-31 | $6,562 | $6,211 | $351 | $351 |
| UBS 7196 LT Covered | P | 2019-01-01 | 2020-12-30 | $100,915 | $91,153 | $9,762 | $9,762 |
| UBS 8887 LT Cap Gn Distribution | P | 2019-01-01 | 2020-12-31 | $352 | $352 | $352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,878 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,113 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $658 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $658 | SubtotalAmt |
| Tax Based On Investment Income | $658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,575 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,575 | TotalPaymentsAndCreditsAmt |
| Overpayment | $917 | OverpaymentAmt |
| Applied To ES Tax | $917 | AppliedToESTaxAmt |
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 | SC | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martha Pellett | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642702878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 646 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Martha W Pellett | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 646 McDaniel Avenue | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,535,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,623,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,623,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,599,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $658 | TotalTaxAmt |
| Distributable Before Adj | $79,316 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,316 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,316 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,967 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,967 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $48,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,316 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $9,955 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $9,955 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,967 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,967 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,955 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,955 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $20,394 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Peace Center for the Performing Art | |||||||
| 101 Broad Street | Greenville | SC | 29601 | None | PC | Arts | $2,500 |
| Brookgreen Gardens | |||||||
| PO Box 3368 | Pawleys Island | SC | 29585 | None | PC | Community | $30,000 |
| Greenville Center for Creative Arts | |||||||
| 25 Draper St Ste A | Greenville | SC | 29611 | None | PC | Arts | $1,000 |
| Project Host | |||||||
| PO Box 345 | Greenville | SC | 29602 | None | PC | Rehabilitation | $350 |
| Greenville County Museum of Art | |||||||
| 420 College Street | Greenville | SC | 29601 | None | PC | Arts | $8,857 |
| Five Fish Foundation | |||||||
| 3022 S Morgans Point Rd | Mt Pleasant | SC | 29466 | None | Disabilities | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,707 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,830 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,276 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,878 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,106 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,878 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,984 | 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 & Tax | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $1,540 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,260 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Cost Basis Adjustment-Pr Yr | -$431,560 | -$431,560 |
| FMV AJE | $472,619 | -$97,484 |
| Prepaid Excise Tax | $920 | |
| Rounding | $1 | $2 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2020 Excise Tax Per 990PF | Desc |
| Amt | $655 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US Government Interest Non-Taxable | Desc |
| Amt | $3,320 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Brokerage Account Management | CategoryTxt |
| Amt | $15,768 | Amt |
| Net Investment Income | $15,768 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $1,336 | Amt |
| Net Investment Income | $1,336 | NetInvestmentIncomeAmt |