WIL-DAE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
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- Organization
- WIL-DAE CHARITABLE FOUNDATION INC (EIN 04-3519293)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-13
- IRS object ID
- 202021049349100657
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-13T11:24:26-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043029423 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alan Hankowski CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Crafts Avenue | AddressLine1Txt |
| City | Northampton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01060 | 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 | 043519293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIL-DAE CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIL- | BusinessNameControlTxt |
| Phone | 6177338154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 MOUNTAIN ROAD | AddressLine1Txt |
| City | NORTH HATFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN D JOHNSON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alan Hankowski CPA | PreparerPersonNm |
| PTIN | P00634319 | PTIN |
| Phone | 4135865063 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,372 | 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 | $2,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,713 | GrossSalesPriceAmt |
| Total Rev And Expnss | $474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,016 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $613 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $214 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $94 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $921 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,303 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,697 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,362 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,304 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,391 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,877 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $69,917 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $81,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,191 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $96,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $96,391 | RetainedEarningBOYAmt |
| Retained Earning EOY | $88,343 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,391 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,697 | ExcessRevenueOverExpensesAmt |
| Subtotal | $92,694 | SubtotalAmt |
| Other Decreases | $4,351 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | sales of publicly traded securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $32,713 | GrossSalesPriceAmt |
| Cost Or Other Basis | $34,255 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,542 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,542 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,542 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,542 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,133 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $97,543 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04237 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,146 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,502 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04531 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,096 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $85,880 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,459 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $89,646 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04974 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,573 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $89,799 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03979 | DistributionYr5Rt |
| Total Distribution | 0.236549 | TotalDistributionRt |
| Average Distribution | 0.047310 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $99,317 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,699 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,713 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,303 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27 | SubtotalAmt |
| Tax Based On Investment Income | $27 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $27 | 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 | MA | 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 | STEVEN D JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177338154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 THORNBERRY LANE | AddressLine1Txt |
| City | SUDBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01776 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILMA L JOHNSON | ||||||
| 21 MOUNTAIN ROAD | NORTH HATFIELD | MA | 01066 | Treasurer | 10.00 | $0 |
| STEVEN D JOHNSON | ||||||
| 9 THORNBERRY LANE | SUDBURY | MA | 01776 | President | 10.00 | $0 |
| ELIZABETH J JOHNSON | ||||||
| 9 THORNBERRY LANE | SUDBURY | MA | 01776 | Director | 10.00 | $0 |
| JEFFREY M JOHNSON | ||||||
| 7 SETTLERS DRIVE | LAKEVILLE | MA | 02247 | Director | 10.00 | $0 |
| CLAIRE M JOHNSON | ||||||
| 7 SETTLERS DRIVE | LAKEVILLE | MA | 02247 | Director | 10.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $88,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $100,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27 | TotalTaxAmt |
| Distributable Before Adj | $4,939 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,939 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,939 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,303 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,303 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,303 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,226 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,226 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,862 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VNA HOSPICE OF COOLEY DICKINSON INC | |||||||
| 168 INDUSTRIAL DRIVE 1 | NORTHAMPTON | MA | 01060 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| BETHLEHEM HOUSE INC | |||||||
| 33 KNIPFER AVENUE | EASTHAMPTON | MA | 01027 | N/A | PC | PROGRAM SUPPORT | $1,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,016 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$1,542 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $474 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $474 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | cost basis adjustments state street | Desc |
| Amt | $4,351 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER | $41 | $41 | |
| STATE FILING FEES | $53 | $53 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $613 | Amt |
| Net Investment Income | $613 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $214 | Amt |