STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PHILIP AND BETTE AYOUB FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PHILIP AND BETTE AYOUB FOUNDATION (EIN 05-0508597)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-02
IRS object ID
202011549349100706
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-06-02T09:11:56-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814915889PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CPA TAX PROFESSIONALS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 WORTHINGTON ROADAddressLine1Txt
CityCRANSTONCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02920ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050508597EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILIP & BETTE AYOUB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHILBusinessNameControlTxt
Phone4017285533PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1414 BENEFIT STREETAddressLine1Txt
CityPAWTUCKETCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02861ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP AYOUBPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4017285533PhoneNum
Signature2020-06-02SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN S CASALEPreparerPersonNm
PTINP00449294PTIN
Phone4019434600PhoneNum
Preparation2020-04-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.87.95.100IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-02IPDt
IP Tm09:11:53IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id3195F73B28F611D40252D7E1177D34C8ED4A0187AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$455,684FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$13,212DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,212DividendsNetInvstIncmAmt
Dividends Adj Net Incm$13,212DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$13,712TotalRevAndExpnssAmt
Total Net Invst Incm$13,212TotalNetInvstIncmAmt
Total Adj Net Incm$13,212TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$497TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$39OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,036TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,465ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,465ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,501TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$22,465TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,789ExcessRevenueOverExpensesAmt
Net Investment Income$13,212NetInvestmentIncomeAmt
Adjusted Net Income$13,212AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,020CashBOYAmt
Cash EOY$231CashEOYAmt
Cash EOYFMV$231CashEOYFMVAmt
Corporate Stock BOY$153,715CorporateStockBOYAmt
Corporate Stock EOY$153,715CorporateStockEOYAmt
Corporate Stock EOYFMV$153,715CorporateStockEOYFMVAmt
Other Assets BOY$213,317OtherAssetsBOYAmt
Other Assets EOY$301,738OtherAssetsEOYAmt
Other Assets EOYFMV$301,738OtherAssetsEOYFMVAmt
Total Assets BOY$371,052TotalAssetsBOYAmt
Total Assets EOY$455,684TotalAssetsEOYAmt
Total Assets EOYFMV$455,684TotalAssetsEOYFMVAmt
Accounts Payable EOY$6,000AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$192,127CapitalStockBOYAmt
Capital Stock EOY$192,127CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$178,925RetainedEarningBOYAmt
Retained Earning EOY$257,557RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$371,052TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$449,684TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$371,052TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$455,684TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$371,052TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,789ExcessRevenueOverExpensesAmt
Other Increases$88,421OtherIncreasesAmt
Subtotal$449,684SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$449,684TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,147AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$412,809NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.068184DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,130AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$333,214NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.060412DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,215AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$295,137NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048164DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,101AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$266,442NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045417DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,449AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$311,493NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049597DistributionYr5Rt
Total Distribution0.271774TotalDistributionRt
Average Distribution0.054355AverageDistributionRt
Net Vl Noncharitable Assets$15,395NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$837AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$132NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$969AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,465QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$132InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$132SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$132TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$132TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPHILIP BETTE AYOUBIndividualWithBooksNm
Phone4017285533PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1414 BENEFIT STREETAddressLine1Txt
CityPAWTUCKETCityNm
State AbbreviationRIStateAbbreviationCd
ZIP028611027ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILIP A AYOUB
4501 GULF SHORE DRIVE NNAPLESFL34103DIRECTOR0.00$0$0$0
BETTE A AYOUB
4501 GULF SHORE DRIVE NNAPLESFL34103DIRECTOR0.00$0$0$0
PHILIP G AYOUB
9 EAGLE WAYSEEKONKMA02771DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,461AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$168AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,629TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,629AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$234CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,395NetVlNoncharitableAssetsAmt
Minimum Investment Return$770MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,465ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$22,465QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$132PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$22,333AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2000-11-17PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$770CurrentYearAmt
Year1$12,930Year1Amt
Year2$10,623Year2Amt
Year3$8,986Year3Amt
Total$33,309TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$655CurrentYearAmt
Year1$10,991Year1Amt
Year2$9,030Year2Amt
Year3$7,638Year3Amt
Total$28,313TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$22,465CurrentYearAmt
Year1$28,147Year1Amt
Year2$20,130Year2Amt
Year3$14,215Year3Amt
Total$84,957TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$22,465CurrentYearAmt
Year1$28,147Year1Amt
Year2$20,130Year2Amt
Year3$14,215Year3Amt
Total$84,957TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Year2$415,694Year2Amt
Year3$342,804Year3Amt
Total$758,498TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPHILIP A AYOUBContributingManagerNm
Contributing ManagerBETTE A AYOUBContributingManagerNm
Contributing ManagerPHILIP G AYOUBContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARABIC EDUCATION FOUNDATION
PO BOX 312NORTH SCITUATERI02857NONEPUBLICGENERAL FUND$500
BOYS AND GIRLS CLUB OF PAWTUCKET
1 MOELLER PLACEPAWTUCKETRI02860NONEPUBLICGENERAL FUND$5,200
JIMMY FUND
10 BROOKLINE PLACEBROOKLINEMA02445NONEPUBLICGENERAL FUND$50
NASR ORTHODOX FOUNDATION
14709 BRASSWOOD PARKWAYOKLAHOMA CITYOK73013NONEPUBLICGENERAL FUND$50
RI CENTER OF FREEDOM
PO BOX 10069CRANSTONRI02910NONEPUBLICGENERAL FUND$250
SAINT JUDES
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPUBLICGENERAL FUND$200
ST MARYS CHURCH
249 HIGH STREETPAWTUCKETRI02860NONEPUBLICGENERAL FUND$8,725
ST PAULS ANTIOCHIAN ORTHODOX CHURCH
2425 RIVERS ROADNAPLESFL34120NONEPUBLICGENERAL FUND$6,890
WARM-A-HEART
225 WEYBOSSET STREETPROVIDENCERI02903NONEPUBLICGENERAL FUND$500
DIOCESE OF WORCESTER
400 WILBRAHAM ROADSPRINGFIELDMA01109NONEPUBLICGENERAL FUND$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,465TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,212RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$13,212RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,212TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementINVESTMENTS ACTIVITIES PROVIDE FUNDING FOR FUTURE CONTRIBUTIONSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$153,715EOYBookValueAmt
EOYFMV$153,715EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescUNREALIZED PORTFOLIO GAINS AND LOSSESDesc
BOY Book Value$213,317BOYBookValueAmt
EOY Book Value$301,738EOYBookValueAmt
EOYFMV$301,738EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFEESDesc
Revenue And Expenses Per Books$39RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN PORTFOLIO VALUEDesc
Amt$88,421Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERALCategoryTxt
Amt$497Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt