FANNY AND SVANTE KNISTROM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FANNY AND SVANTE KNISTROM FOUNDATION (EIN 22-2011417)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2020-11-03
- IRS object ID
- 202023089349101107
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T20:02:28-06:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221914497 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Olsen & Thompson PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 970 Mount Kemble Ave | AddressLine1Txt |
| City | Morristown | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222011417 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FANNY & SVANTE KNISTROM FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STICKEL FRAHN & LLOYD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FANN | BusinessNameControlTxt |
| Phone | 9736355200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 229 MAIN STREET | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY BUESING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9736355200 | PhoneNum |
| Signature | 2020-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Hall | PreparerPersonNm |
| PTIN | P00044841 | PTIN |
| Phone | 9734253212 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.127.247.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-02 | IPDt |
| IP Tm | 21:05:34 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5074102840C7AE0A20C3E7E6ABBE02F75A891B4B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5074102840C7AE0A20C3E7E6ABBE02F75A891B4B | AtSubmissionFilingDeviceId |
| 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 | $9,832,392 | 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 | $69,775 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,775 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $181,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $802,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $242,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $251,065 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,208 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,858 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,594 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,357 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,678 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,679 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,684 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,451 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,988 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $445,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $445,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $543,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,128 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$301,346 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,759 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $528,437 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $840,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $840,316 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $497,520 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $248,096 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $254,728 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,611,788 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,611,788 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,701,403 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,213,864 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,850,063 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,035,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,851,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,550,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,832,392 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,851,609 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,550,263 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,851,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,550,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,851,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,550,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,851,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$301,346 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,550,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,550,263 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF | P | 2017-05-26 | 2019-08-16 | $100,020 | $107,052 | -$7,032 | -$7,032 |
| VANGUARD REAL ESTATE ETF | P | 2018-03-02 | 2019-08-16 | $123,721 | $100,306 | $23,415 | $23,415 |
| US TREASURY NOTE | P | 2018-04-25 | 2020-04-30 | $250,000 | $249,423 | $577 | $577 |
| ISHARES MSCI EAFE ETF | P | 2015-08-20 | 2020-05-18 | $88,730 | $100,196 | -$11,466 | -$11,466 |
| iSHARES MSCI EAFE ETF | P | 2017-05-26 | 2020-05-18 | $77,864 | $94,000 | -$16,136 | -$16,136 |
| ISHARES MSCI EAFE ETF | P | 2010-03-01 | 2020-05-18 | $109,206 | $106,070 | $3,136 | $3,136 |
| ISHARES MSCI EAFE ETF | P | 2010-04-22 | 2020-05-18 | $27,301 | $27,829 | -$528 | -$528 |
| ISHARES MSCI EAFE ETF | P | 2010-04-26 | 2020-05-18 | $25,937 | $26,880 | -$943 | -$943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,977 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $484,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,884,380 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $457,135 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,897,968 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $369,127 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,262,818 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039850 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $371,795 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,944,040 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $477,421 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,390,165 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050843 | DistributionYr5Rt |
| Total Distribution | 0.227443 | TotalDistributionRt |
| Average Distribution | 0.045489 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,962,611 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $453,189 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,818 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $455,007 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $474,128 | 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 | $1,818 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,818 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,818 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,009 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,009 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,191 | OverpaymentAmt |
| Applied To ES Tax | $3,191 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
| Individual With Books | Greg Buesing Treasurer co Stickel | IndividualWithBooksNm |
| Phone | 9736355200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 229 Main Street | AddressLine1Txt |
| City | Chatham | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY BUESING | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | VP/TREASURER | 2.50 | $1,000 | $0 | $0 |
| VIRGINIA KREUZBERGER | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | PRESIDENT | 2.50 | $1,000 | $0 | $0 |
| DONALD KREUZBERGER | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | TRUSTEE | 2.50 | $1,000 | $0 | $0 |
| SCOTT KREUZBERGER | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | TRUSTEE | 2.50 | $1,000 | $0 | $0 |
| ERIC BUESING | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | TRUSTEE | 2.50 | $1,500 | $0 | $0 |
| DOUGLAS KREUZBERGER | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | SECRETARY | 2.50 | $1,000 | $0 | $0 |
| DONNA BARRETT | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | TRUSTEE | 2.50 | $1,000 | $0 | $0 |
| KAREN TURNER | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | TRUSTEE | 2.50 | $1,000 | $0 | $0 |
| JEAN BUESING | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | TRUSTEE | 2.50 | $1,000 | $0 | $0 |
| JEAN BUESING | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | CONSULTANT | 10.00 | $20,000 | $0 | $0 |
| KURT KREUZBERGER | ||||||||
| 229 MAIN ST | CHATHAM | NJ | 07928 | TRUSTEE | 2.50 | $1,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,597,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $517,260 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,114,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,114,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,962,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $498,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $498,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,818 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,818 | TotalTaxAmt |
| Distributable Before Adj | $496,313 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $496,313 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $496,313 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,128 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $474,128 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,818 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $472,310 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $496,313 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $136,881 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $474,128 | QualifyingDistributionsAmt |
| Applied To Year1 | $136,881 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $337,247 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $159,066 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5 STEPS TO FIVEINC | |||||||
| PO BOX 923 | RYE | NY | 10580 | NONE | NONPROFIT | BIRTH TO AGE FIVE EARLY CHILDHOOD EDUCATION PROGRAMS FOR LOW INCOME, UNDERSERVED CHILDREN | $5,000 |
| ANGEL'S WAY MATERNITY HOME | |||||||
| PO BOX 70 | WOODLAND HILLS | CA | 01365 | NONE | NONPROFIT | SERVICES TO ISOLATED PREGNANT WOMEN BEFORE AND AFTER CHILDBIRTH AND FACILITY IMPROVEMENTS | $15,000 |
| AVENUES NAVIGATING THE SPECTRUM OF RELATIONSHIPS RIGHTS & RESPONSIBILITIES | |||||||
| 28415 INDUSTRY AVENUE 502 | VALENCIA | CA | 91355 | NONE | NONPROFIT | SUPPORT FOR PROGRAMS SERVING DEVELOPMENTALLY DISABLED ADULTS DURING COVID-19 EMERGENCY | $10,000 |
| CHILD & FAMILY CENTER | |||||||
| 21545 CENTRE POINTE PKWY | SANTA CLARITY | CA | 91350 | NONE | NONPROFIT | PROGRAMS ADDRESSING DOMESTIC VIOLENCE | $10,000 |
| CLARE MATRIX | |||||||
| 909 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | NONPROFIT | SERVICES TO INDIVIDUALS WITH ALCOHOL OR OTHER SUBSTANCE ABUSE PROBLEMS | $15,000 |
| CONNECTICUT COALITION TO END HOMELESSNESS | |||||||
| 257 LAWRENCE ST | HARTFORD | CT | 06106 | NONE | NONPROFIT | HOMELESSNESS PREVENTION SERVICES | $5,000 |
| DIGNITY HEALTH | |||||||
| 1050 LINDEN AVENUE | LONG BEACH | CA | 90813 | NONE | NONPROFIT | SERVICES TO LOW VISION CHILDREN AND ADULTS | $7,500 |
| DOT'S KITCHEN OF WESTMINSTER | |||||||
| PO BOX 975 | WESTMINSTER | SC | 29693 | NONE | NONPROFIT | FREE MEALS PROGRAM SERVING LOW INCOME, HOMELESS AND SHUT IN COMMUNITY MEMBERS | $1,000 |
| EDUCATIONAL FOUNDATION OF OCONEE COUNTY | |||||||
| PO BOX 608 | WEST UNION | SC | 29696 | NONE | NONPROFIT | FOOD FOR STUDENTS WHO ARE FACED WITH A FOOT SHORTAGE OVER THE WEEKENDS | $7,500 |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | NONE | NONPROFIT | RELIEF WORK IN RESPONSE TO THE DAMAGES CAUSED BY HURRICAN DORIAN IN THE BAHAMAS | $2,500 |
| FAMILY PROMISE OF SANTA CLARITA VALLEY | |||||||
| 24820 ORCHARD VALLEY ROAD | CANOGA PARK | CA | 91355 | NONE | NONPROFIT | ASSIST HOMELESS FAMILIES ACHIEVE INDEPENDENCE | $7,500 |
| FAMILY RESCUE CENTER | |||||||
| 22103 VANOWEN STREET | CANOGA PARK | CA | 91303 | NONE | NONPROFIT | FOOD FOR LOW INCOME PEOPLE | $9,800 |
| FRIENDS FOREVER INC | |||||||
| 1 MORGAN WAY | DURHAM | NH | 03824 | NONE | NONPROFIT | INTERNATIONAL YOUTH LEADERSHIP FOR PEACE PROGRAM | $8,000 |
| GIRL SCOUTS OF GREATER LOS ANGELES | |||||||
| 1150 SOUTH OLIVE ST SUITE 600 | LOS ANGELES | CA | 90015 | NONE | NONPROFIT | IMPROVEMENTS TO YOUTH SUMMER CAMP | $50,000 |
| GIRLSPORTWORKS | |||||||
| PO BOX 6209 | KETCHUM | ID | 83340 | NONE | NONPROFIT | ATHLETICS AND LIFE SKILLS TRAINING FOR LOW-INCOME GIRLS IN CUZCO, PERU | $5,000 |
| HAVEN HILLS INC | |||||||
| PO BOX 260 | CANOGA PARK | CA | 91305 | NONE | NONPROFIT | PROGRAMS ADDRESSING DOMESTIC VIOLENCE DURING COVID-19 EMERGENCY | $25,000 |
| HOMES FOR FAMILIES | |||||||
| 21031 VENTURA HIGHWAY | WOODLAND HILLS | CA | 91364 | NONE | NONPROFIT | HOUSING PROGRAM FOR VETERANS INCLUDING EDUCATION AND COUNSELING SERVICES | $10,000 |
| HUMAN DEVELOPMENT SERVICES OF WESTCHESTER | |||||||
| 930 MAMARONECK AVE | MAMARONECK | NY | 10543 | NONE | NONPROFIT | EMPLOYMENT, EDUCATION & PEER SUPPORT AND SOCIAL OPPORTUNITIES FOR INDIVIDUALS WITH BEHAVIORAL HEATH CONDITIONS | $10,000 |
| JAMES MADISON MIDDLE SCHOOL | |||||||
| 13000 HART ST | NORTH HOLLYWOOD | CA | 91605 | NONE | NONPROFIT | PROVIDE HOTSPOT DEVICES AND RELATED EQUIPMENT TO ENABLE LOW INCOME AND HOMELESS STUDENTS RECEIVE CONTINUOUS LEARNING OPPORTUNITIES BEYOND SCHOOL HOURS | $15,000 |
| KIDZ GIVE BACK FOUNDATION | |||||||
| 23 SILVERBROOK ROAD | WESTPORT | CT | 06880 | NONE | NONPROFIT | HELP CHILDREN LEARN THORUGH HANDS ON EXPERIENCE HOW THEY CAN HELP OTHER CHILDREN WHO ARE IN NEED | $6,000 |
| LIFE SKILLS TRAINING AND EDUCATION PROGRAMS INC | |||||||
| 3247 RAMOS CIRCLE | SACRAMENTO | CA | 95827 | NONE | NONPROFIT | SERVICES TO LOW INCOME CHILDREN AND ADULTS IN RESPONSE TO COVID-19 EMERGENCY | $10,000 |
| MAJOR IMPACT THEATRE | |||||||
| PO BOX 221094 | NEWHALL | CA | 91322 | NONE | NONPROFIT | ENRICH THE LIVES OF ADULTS WITH DISABILITIES THROUGH PERFORMANCE IN THEATRE ARTS | $7,000 |
| NATIONAL HEALTH FOUNDATION | |||||||
| 515 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90071 | NONE | NONPROFIT | RECUPERATIVE CARE PROGRAM FOR HOMELESS INDIVIDUALS | $10,000 |
| NEW HORIZONS SERVING INDIVIDUALS WITH SPECIAL NEEDS | |||||||
| 15725 PARTHENIA ST | NORTH HILLS | CA | 91343 | NONE | NONPROFIT | RENOVATE GROUP HOME FOR DEVELOPMENTALLY DISABLED ADULTS; SUPPORT FOR RESIDENTIAL AND GROUP HOME SERVICES DURING COVID-19 EMERGENCY | $27,500 |
| NORTH HOLLYWOOD HIGH SCHOOL LAUSD | |||||||
| 5231 COLFAX AVENUE | NORTH HOLLYWOOD | CA | 91601 | NONE | NONPROFIT | FUTURE FARMERS OF AMERICA ANIMAL SCIENCE PROGRAM | $10,000 |
| OUR DAILY REST INC | |||||||
| 525 EAST MAIN STREET | SENECA | SC | 29678 | NONE | NONPROFIT | IMPROVEMENTS TO HOMELESS SHELTER | $8,840 |
| PF BRESEE FOUNDATION | |||||||
| 184 S BIMINI PLACE | LOS ANGELES | CA | 90004 | NONE | NONPROFIT | COMPREHENSIVE AFTER-SCHOOL PROGRAMS IN LOW INCOME COMMUNITY | $7,500 |
| PALMETTO CONSERVATION FOUNDATION | |||||||
| 722 KING STREET | COLUMBIA | SC | 29205 | NONE | NONPROFIT | IMPROVEMENTS TO SECTION OF THE MOUNTAINS-TO-SEA PALMETTO TRAIL | $7,000 |
| PRINCE OF PEACE EPISCOPAL CHURCH | |||||||
| 5700 RUDNICK AVENUE | WOODLAND HILLS | CA | 91367 | NONE | NONPROFIT | FOOD FOR HUNGRY | $10,000 |
| PRINCE OF PEACE EPISCOPAL CHURCH | |||||||
| 5700 RUDNICK AVENUE | WOODLAND HILLS | CA | 91367 | NONE | NONPROFIT | COMMUNITY DINNER PROGRAM FOR THE HOMELESS | $5,000 |
| RAILS-TO-TRAILS CONSERVANCY | |||||||
| 2121 WARD COURT | WASHINGTON | DC | 20037 | NONE | NONPROFIT | SUPPORT THE GREAT AMERICAN RAIL-TRAIL PROJECT TO CREATE A COAST-TO-COAST BICYCLE TRAIL | $10,000 |
| SAFE HARBOR INC | |||||||
| PO BOX 174 | GREENVILLE | SC | 29602 | NONE | NONPROFIT | DOMESTIC VIOLENCE SHELTERS | $10,000 |
| SAVING INNOCENCE INC | |||||||
| PO BOX 93037 | LOS ANGELES | CA | 90093 | NONE | NONPROFIT | PROTECTING YOUTH FROM HUMAN TRAFFICKING | $10,000 |
| SPRYE INC | |||||||
| 55 MAIN STREET | PORT CHESTER | NY | 10573 | NONE | NONPROFIT | SUPPORT PROGRAMS FOR ISOLATED SENIORS | $10,000 |
| STVINCENT DE PAUL VILLAGE INC | |||||||
| 3350 E STREET | SAN DIEGO | CA | 92102 | NONE | NONPROFIT | INITIATIVES UNDER THE NAME FATHER JOE'S VILLAGES TO ACQUIRE AND DEVELOP NEW HOUSING FOR HOMELESS PEOPLE | $10,000 |
| TIERRA DEL SOL FOUNDATION | |||||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 91040 | NONE | NONPROFIT | SERVICES TO DEVELOPMENTALLY DISABLED ADULTS | $15,000 |
| TRIUMPH FOUNDATION | |||||||
| 17186 HICKORY RIDGE COURT | SANTA CLARITA | CA | 91387 | NONE | NONPROFIT | SUPPORT INDIVIDUALS WITH SPINAL CORD INJURY AND OTHER PARALYZING DISORDERS | $10,000 |
| VALLEY VILLAGE | |||||||
| 20830 SHERMAN WAY | WINNETKA | CA | 91306 | NONE | NONPROFIT | IMPROVEMENTS TO ADULT DAY HEALTHCARE FACILITY SERVERING DEVELOPMENTALLY DISABLED ADULTS; SUPPORT FOR RESIDENTIAL AND SUPPORTED LIVING PROGRAMS DURING COVID-19 EMERGENCY | $27,500 |
| WILD HEARTS EQUINE THERAPEUTIC CENTER INC | |||||||
| 135 JIM JOE ROAD | SENECA | SC | 20678 | NONE | NONPROFIT | NEEDS BASED SCHOLARSHIPS FOR EQUINE THERAPY SESSIONS | $5,000 |
| YOUNG LIFE | |||||||
| 27593 WESTON DRIVE | VALENCIA | CA | 91354 | NONE | NONPROFIT | RECREATION FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES IN THE SANTA CLARITA VALLEY CA | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $445,140 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,775 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,255 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,977 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $242,088 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $242,088 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX PREPARATION FEE | CategoryTxt |
| Amt | $11,208 | Amt |
| Net Investment Income | $4,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,858 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Private Foundations are not required to send in a copy of the return to the State of NJ nor are they required to file online. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,611,788 | EOYBookValueAmt |
| EOYFMV | $1,701,403 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $248,096 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $254,728 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC FIXED INCOME MUTUAL FUNDS | AT COST | $548,819 | $564,008 |
| INTERNATIONAL FIXED INCOME MUTUAL FUND | AT COST | $337,407 | $329,641 |
| DOMESTIC EQUITY MUTUAL FUND | AT COST | $2,059,208 | $5,183,556 |
| INTERNATIONAL EQUITY MUTUAL FUND | AT COST | $290,940 | $250,312 |
| OTHER MUTUAL FUNDS | AT COST | $613,689 | $708,428 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL RETAINER | CategoryTxt |
| Legal Fees | $3,000 | LegalFeesAmt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $731 | $365 | $366 |
| INSURANCE | $4,639 | $2,319 | $2,320 |
| DUES | $765 | $0 | $765 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY SERVICES | CategoryTxt |
| Amt | $43,594 | Amt |
| Net Investment Income | $43,594 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |