CATHERINE F & JAMES H STENTZEL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE F & JAMES H STENTZEL FOUNDATION (EIN 41-2113501)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-07
- IRS object ID
- 202032819349100803
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-07T09:39:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341197246 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEVRIES TRIFILETTI & LOY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24803 DETROIT RD STE 4 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | 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 | 412113501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHERINE F & JAMES H STENTZEL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 3053042304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 WILLIAM STREET SUITE 1 | AddressLine1Txt |
| City | KEY WEST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330407159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE F STENTZEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053042304 | PhoneNum |
| Signature | 2020-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A TRIFILETTI | PreparerPersonNm |
| PTIN | P00021539 | PTIN |
| Phone | 4408359450 | PhoneNum |
| Preparation | 2020-09-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.56.95.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-07 | IPDt |
| IP Tm | 09:39:11 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 02BC673591B92EE40A503F8C513CAC7F2870E550 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A5253CC1F4AC279B8DC58E5BD0264FA775CFB815 | 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 | $525,252 | 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 |
| Other Income Rev And Expnss | $346,231 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,123 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $346,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,123 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $895 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $7,723 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,723 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $441 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $441 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,583 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $234,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,698 | CashBOYAmt |
| Other Investments BOY | $219,594 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $557,206 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $525,252 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $322,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $557,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $525,252 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $322,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $557,206 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $322,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $557,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $322,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $557,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $322,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $234,914 | ExcessRevenueOverExpensesAmt |
| Subtotal | $557,206 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $557,206 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $83,388 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $584,884 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.142572 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,349 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $709,014 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093579 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,399 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $699,063 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103566 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,910 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $621,441 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069049 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $639,417 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060211 | DistributionYr5Rt |
| Total Distribution | 0.468977 | TotalDistributionRt |
| Average Distribution | 0.093795 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $567,953 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,271 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $115 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,386 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,675 | 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 | $115 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $115 | SubtotalAmt |
| Tax Based On Investment Income | $115 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $115 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEVRIES TRIFILETTI LOY CPA | IndividualWithBooksNm |
| Phone | 4408359450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24803 DETROIT ROAD SUITE 4 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CATHERINE F STENTZEL | ||||||||
| 526 WILLIAM STREET 1 | KEY WEST | FL | 33040 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JAMES H STENTZEL | ||||||||
| 526 WILLIAM STREET 1 | KEY WEST | FL | 33040 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $525,252 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $576,602 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $576,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $567,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $115 | TotalTaxAmt |
| Distributable Before Adj | $28,283 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,283 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,675 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,675 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $115 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,560 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,283 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,756 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,018 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,648 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,200 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $141,990 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,675 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,392 | RemainingDistriFromCorpusAmt |
| Total Corpus | $214,382 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,756 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $207,626 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,018 | ExcessFromYear4Amt |
| Excess From Year3 | $37,648 | ExcessFromYear3Amt |
| Excess From Year2 | $31,200 | ExcessFromYear2Amt |
| Excess From Year1 | $54,368 | ExcessFromYear1Amt |
| Excess From Current Year | $72,392 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CATHERINE F STENTZEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 526 WILLIAM STREET 1 | AddressLine1Txt |
| City | KEY WEST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330407159 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3053042304 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIPTION OF REQUEST WITH COPY OF 501(C)(3) EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE CATHERINE F. AND JAMES H. STENTZEL FOUNDATION IS A PRIVATE FAMILY FOUNDATION ESTABLISHED JANUARY 1, 2004, TO SUPPORT CHARITABLE, TAX-EXEMPT ORGANIZATIONS WORKING FOR THE BETTERMENT OF HUMANITY THROUGH RELIGION, EDUCATION, COMMUNICATIONS, THE ARTS, ADVOCACY FOR SOCIAL JUSTICE, AND EFFORTS FOR WORLD PEACE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| LAUREL SCHOOL | |||||
| 1 LYMAN CIRCLE | SHAKER HEIGHTS | OH | 44122 | EDUCATION | $2,500 |
| EDGEHILL NEIGHBORHOOD PARTNERSHIP | |||||
| 1502 EDGEHILL AVENUE | NASHVILLE | TN | 37212 | SOCIAL JUSTICE | $10,000 |
| ACLU OF FLORIDA | |||||
| 4500 BISCAYNE BLVD 340 | MIAMI | FL | 33134 | EDUCATION | $30,000 |
| EQUALITY FLORIDA INSTITUTE | |||||
| PO BOX 13184 | TAMPA | FL | 33622 | SOCIAL JUSTICE | $20,000 |
| FLORIDA KEYS OUTREACH COALITION | |||||
| PO BOX 4767 | KEY WEST | FL | 33041 | SOCIAL JUSTICE | $5,175 |
| EYEWITNESS PALESTINE | |||||
| PO BOX 73798 | WASHINGTON | DC | 20009 | PEACE EDUCATION | $6,000 |
| SHEPHERDSTOWN LIBRARY | |||||
| 100 E GERMAN STREET | SHEPHERDSTOWN | WV | 25443 | EDUCATION | $2,000 |
| CHRISTIAN CHURCH IN OHIO | |||||
| 10335 MAPLE DELL RD | MARYSVILLE | OH | 43040 | EDUCATION | $5,000 |
| UNION THEOLOGICAL SEMINARY | |||||
| 3041 BROADWAY | NEW YORK | NY | 10027 | SOCIAL JUSTICE GRANT | $10,000 |
| UNION THEOLOGICAL SEMINARY | |||||
| 3041 BROADWAY | NEW YORK | NY | 10027 | SCHOLARSHIP GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,675 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FULLERTON K-1 INTEREST INCO | 14 | $5,236 |
| FULLERTON K-1 DIVIDEND INCO | 14 | $16,887 |
| FULLERTON K-1 | 14 | $324,108 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $346,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $346,231 | 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 | $895 | Amt |
| Net Investment Income | $895 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FULLERTON PARTNERS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $557,206 | BookValueAmt |
| EOYFMV | $525,252 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $65 | $65 |
| FILING FEES | $200 | $200 |
| PORTFOLIO DEDUCTIONS | $1,318 | $1,318 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FULLERTON K-1 INTEREST INCOME | $5,236 | $5,236 |
| FULLERTON K-1 DIVIDEND INCOME | $16,887 | $16,887 |
| FULLERTON K-1 | $324,108 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - GENERAL | CategoryTxt |
| Amt | $441 | Amt |
| Net Investment Income | $441 | NetInvestmentIncomeAmt |