KEARNS SALDINGER CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KEARNS SALDINGER CHARITABLE FOUNDATION (EIN 77-0528158)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349102380
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:58:04-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464393335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Koehler & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 | 770528158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kearns Saldinger Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEAR | BusinessNameControlTxt |
| Phone | 6502556829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cathy A Kearns | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David R Koehler CPA | PreparerPersonNm |
| PTIN | P00027310 | PTIN |
| Phone | 4082867400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $768,552 | 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 | $76 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $76 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $76 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,164 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,164 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,994 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,234 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,240 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,610 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,610 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,780 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,417 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,417 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,417 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $532 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $532 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $532 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,949 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,949 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,087 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,285 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,291 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,674 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,139 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,139 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $455,130 | CorporateStockBOYAmt |
| Corporate Stock EOY | $445,863 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $747,413 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $476,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $467,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $768,552 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $472,239 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $472,239 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,565 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$5,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $476,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $467,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $476,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $467,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $476,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,802 | ExcessRevenueOverExpensesAmt |
| Subtotal | $467,002 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $467,002 | 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 |
|---|---|---|---|---|---|---|---|
| 126.231 Fidelity International Index Instl Premium | P | 2018-09-05 | 2019-08-14 | $5,000 | $5,276 | -$276 | -$276 |
| 30 Ishares Tr S&P 500 Growth ETF(IVW) | P | 2011-08-24 | 2019-04-24 | $5,276 | $1,699 | $3,577 | $3,577 |
| 57 Vanguard Whitehall (VYM) | P | 2011-08-24 | 2019-04-24 | $4,985 | $2,292 | $2,693 | $2,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,994 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$276 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,253 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $735,800 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05063 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,830 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $707,610 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02944 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,455 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $647,400 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05013 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,143 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $673,435 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04476 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,485 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $688,332 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04574 | DistributionYr5Rt |
| Total Distribution | 0.220698 | TotalDistributionRt |
| Average Distribution | 0.044140 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $720,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,812 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $213 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,025 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,087 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $426 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $426 | SubtotalAmt |
| Tax Based On Investment Income | $426 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $426 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | David R Koehler CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082867400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Cathy A Kearns | ||||||
| 1152 Harley Circle | The Villages | FL | 32162 | President | 2.00 | $0 |
| Allison Kearns | ||||||
| 1152 Harley Circle | The Villages | FL | 32162 | Secty/Treasurer | 1.00 | $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 | $707,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $731,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $731,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $720,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $426 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $426 | TotalTaxAmt |
| Distributable Before Adj | $35,609 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,609 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,087 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,087 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $31,087 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,221 | UndistributedIncomePYAmt |
| Qualifying Distributions | $31,087 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,221 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,866 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $15,743 | UndistributedIncomeCYAmt |
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 | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Toys for Tots Marine Corp League | |||||||
| 117 N 1st St | San Jose | CA | 95113 | None | Public | Support non-profit charitable organization | $1,403 |
| SoZa Kids | |||||||
| 19186 N E 13th St | Silver Springs | FL | 34488 | None | Public | Fund educational programs that foster student academic success. | $338 |
| Citrus County Schools | |||||||
| 1007 West Main St | Inverness | FL | 34450 | None | Public | Support Exempt organization | $11,468 |
| Girl Scouts | |||||||
| 4610 Eisenhower Blvd | Tampa | FL | 33634 | None | Public | Support Exempt organization | $905 |
| Student American Veterinary medical | |||||||
| 1 Garrod Drive | Davis | CA | 95616 | None | Public | Support Exempt organization | $873 |
| Catholic Charities | |||||||
| 197 W Central Ave | Winter Haven | FL | 33880 | None | Public | Support Exempt organization | $675 |
| Kara | |||||||
| 457 Kingsley Ave | Palo Alto | CA | 94301 | None | Public | Support Exempt organization | $1,500 |
| Stanford Health Care Partners Fund | |||||||
| 3172 Porter Dr Ste 210 | Palo Alto | CA | 94304 | None | Public | Support Exempt organization | $5,000 |
| Friends for Youth | |||||||
| 1741 Broadway | Redwood City | CA | 94063 | None | Public | Support Exempt organization | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,662 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,994 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,240 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,994 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,234 | 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 | $3,780 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,780 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $3,610 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,610 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Office expense | $25 | $25 |
| State Fees | $10 | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $5,417 | Amt |
| Net Investment Income | $5,417 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,417 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $532 | Amt |
| Net Investment Income | $532 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $532 | AdjustedNetIncomeAmt |