JUDGE JOHN ROBERT BROWN SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JUDGE JOHN ROBERT BROWN SCHOLARSHIP FOUNDATION (EIN 76-0397472)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-31
- IRS object ID
- 202002139349100205
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-31T19:04:05-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760521525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES DIFRANCESCO & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4405 DIRECTORS ROW | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770928605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760397472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDGE JOHN R BROWN SCHOLARSHIP | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDG | BusinessNameControlTxt |
| Phone | 7135234270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4405 DIRECTORS ROW | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770928605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN RILEY | PersonNm |
| Person Title | SECRETARY\TREASURER | PersonTitleTxt |
| Phone | 5128259134 | PhoneNum |
| Signature | 2020-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DIFRANCESCO | PreparerPersonNm |
| PTIN | P00445933 | PTIN |
| Phone | 7135234270 | PhoneNum |
| Preparation | 2020-07-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,201,612 | 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 | $2,387 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,387 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,868 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,348 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $250 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $41,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,949 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,530 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,527 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,527 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $81 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,286 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,286 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,343 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,868 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,066 | CashBOYAmt |
| Cash EOY | $3,207 | CashEOYAmt |
| Cash EOYFMV | $3,207 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,315,417 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,322,241 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,198,405 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,335,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,325,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,201,612 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,335,483 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,325,448 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,335,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,325,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,335,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,325,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,335,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $232 | OtherIncreasesAmt |
| Subtotal | $1,325,760 | SubtotalAmt |
| Other Decreases | $312 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,325,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,348 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,890 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,317,069 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031805 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,252 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,188,446 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022089 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,665 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,331,739 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018521 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,796 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,330,665 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.016380 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,344,396 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.014877 | DistributionYr5Rt |
| Total Distribution | 0.103672 | TotalDistributionRt |
| Average Distribution | 0.020734 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,310,509 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $389 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,561 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,343 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $389 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $389 | SubtotalAmt |
| Tax Based On Investment Income | $389 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $611 | OverpaymentAmt |
| Applied To ES Tax | $611 | 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 | TX | 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 | JAN RILEY | IndividualWithBooksNm |
| Phone | 7135234270 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4405 DIRECTORS ROW | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770928605 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JAN RILEY | ||||||||
| 4405 DIRECTORS ROW | HOUSTON | TX | 770928605 | SECRETARY\TR | 000.00 | $0 | $0 | $0 |
| ROBERT A ROWLAND | ||||||||
| 4405 DIRECTORS ROW | HOUSTON | TX | 770928605 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| KENNETH ENGERRAND | ||||||||
| 4405 DIRECTORS ROW | HOUSTON | TX | 770928605 | PRESIDENT | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE SCHOLARSHIPS TO INDIVIDUALS WHO SHOW AN EXCELLENCE IN LEGAL WRITING. | Description1Txt |
| Expenses1 | $25,000 | Expenses1Amt |
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 | $1,318,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,330,466 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,330,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,957 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,310,509 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,525 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $389 | TotalTaxAmt |
| Distributable Before Adj | $65,136 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $65,136 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $65,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,343 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $51,343 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $389 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,954 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,825 | UndistributedIncomePYAmt |
| Qualifying Distributions | $51,343 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,343 | AppliedToYear1Amt |
| Taxable2 | $4,482 | Taxable2Amt |
| Undistributed Income CY | $65,136 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAN RILEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4405 DIRECTORS ROW | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770928605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7135234270 | RecipientPhoneNum |
| Recipient Email Address | NONE | RecipientEmailAddressTxt |
| Form And Info And Materials | COPY OF LEGAL PAPER THAT APPLICANT WANTS TO BE JUDGED ON. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE IS NO SUBMISSION DEADLINE SINCE THIS IS A YEAR-ROUND PROCESS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | BOARD SELECTS RECIPIENTS BASED ON AN EXCELLENCE IN LEGAL WRITING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALEXANDER G ANDREWS | |||||
| 17 ORCHARD FARMS LN | AVON | CT | 06001 | SCHOLARSHIP | $1,000 |
| ANDREW B F CARNABUCI | |||||
| 1171 MAIN ST APT 41 | BRANFORD | CT | 06405 | SCHOLARSHIP | $1,000 |
| ANDREW GRAYSON BARNA | |||||
| 2112 8TH ST NW APT 523 | WASHINGTON | DC | 20001 | SCHOLARSHIP | $5,000 |
| CHRISTIAN CHESSMAN | |||||
| 215 ISLEFORD LN | REDWOOD CITY | CA | 94065 | SCHOLARSHIP | $3,000 |
| NICOLE KRISTINE CHIPI | |||||
| 68 SE 6TH ST APT 1710 | MIAMI | FL | 33131 | SCHOLARSHIP | $10,000 |
| UNIVERSITY OF MIAMI | |||||
| 1306 STANFORD DR STE 1210 | CORAL GABLES | FL | 33124 | DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,387 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,964 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $250 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,868 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,469 | 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 | $1,530 | Amt |
| Disbursements Charitable Prps | $1,530 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FROST GROWTH EQUITY | 2016-05 | PURCHASE | 2019-07 | $2,396 | $2,214 | $182 |
| HARDING LOEVNER | 2016-05 | PURCHASE | 2019-07 | $11,158 | $8,476 | $2,682 |
| HARTFORD FLOATING | 2017-01 | PURCHASE | 2019-07 | $11,521 | $11,865 | -$344 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS TAX PAID - 2018 | Desc |
| Amt | $312 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SUPPLIES | $224 | $224 |
| BANK CHARGES | $30 | $30 |
| CONTRACT LABOR | $15,000 | $15,000 |
| POSTAGE | $32 | $32 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON TAXABLE DISTRIBUTIONS | $16 |
| CHANGE IN UNREALIZED GAIN | $216 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - BROKERAGE | CategoryTxt |
| Amt | $9,527 | Amt |
| Disbursements Charitable Prps | $9,527 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - FOREIGN TAXES PAID | CategoryTxt |
| Amt | $81 | Amt |
| Net Investment Income | $81 | NetInvestmentIncomeAmt |