ELLIS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELLIS FAMILY FOUNDATION (EIN 06-6489334)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349100814
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T06:29:20-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061288550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Prichard PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Sylvan Road South | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | 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 | 066489334 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ellis Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLI | BusinessNameControlTxt |
| Phone | 2039139500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 Quarter Horse Lane | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06430 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Charles Ellis | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John P Ferencz Jr | PreparerPersonNm |
| PTIN | P01061072 | PTIN |
| Phone | 2032272334 | 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 | $197,930 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,484 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,603 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,623 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,623 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,155 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $132,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $106,321 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $173,775 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $158,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $197,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $158,303 | CapitalStockBOYAmt |
| Capital Stock EOY | $130,476 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $158,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $130,476 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $158,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $158,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,827 | ExcessRevenueOverExpensesAmt |
| Subtotal | $130,476 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $130,476 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FREEPORT MCMORAN | P | 1991-01-01 | 2019-12-31 | $3,815 | $13,489 | -$9,674 | -$9,674 |
| ULTA BEAUTY | P | 2013-12-06 | 2019-12-31 | $10,017 | $3,836 | $6,181 | $6,181 |
| WHIRLPOOL | P | 2008-06-04 | 2019-12-31 | $5,771 | $2,854 | $2,917 | $2,917 |
| FRK MUT GLB | P | 2019-10-08 | 2019-12-31 | $1,327 | $1,307 | $20 | $20 |
| FRK MUT GLB | P | 1991-01-01 | 2019-12-31 | $3,673 | $3,016 | $657 | $657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $198,786 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.10816 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,984 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $210,471 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.20423 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $205,858 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05149 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $201,824 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.15955 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,275 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $199,937 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.28146 | DistributionYr5Rt |
| Total Distribution | 0.804886 | TotalDistributionRt |
| Average Distribution | 0.160977 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $191,240 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,785 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,811 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $52 | SubtotalAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $52 | 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 | CT | 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 | Charles Ellis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2039139500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10540 GLEN LAKES DRIVE | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | 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 |
|---|---|---|---|---|---|---|
| Charles Ellis | ||||||
| 10540 Glen Lakes Drive | Estero | FL | 34135 | Trustee | 2.00 | $0 |
| Jane Ellis | ||||||
| 10540 Glen Lakes Drive | Estero | FL | 34135 | Trustee | 2.00 | $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 | $169,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $194,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $194,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $191,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52 | TotalTaxAmt |
| Distributable Before Adj | $9,510 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,510 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,510 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,450 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,450 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $30,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,510 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $46,728 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,606 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $619 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,826 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,450 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,940 | RemainingDistriFromCorpusAmt |
| Total Corpus | $135,411 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $46,728 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $88,683 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,606 | ExcessFromYear4Amt |
| Excess From Year3 | $619 | ExcessFromYear3Amt |
| Excess From Year2 | $32,692 | ExcessFromYear2Amt |
| Excess From Year1 | $11,826 | ExcessFromYear1Amt |
| Excess From Current Year | $20,940 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Charles Ellis | ContributingManagerNm |
| Contributing Manager | Jane Ellis | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Appalachian Service Project | |||||||
| 4523 Bristol Highway | Johnson City | TN | 37601 | None | 501(c)(3) | General Fund | $20,500 |
| Greenfield Hill Congregational | |||||||
| 1045 Old Academy Road | Fairfield | CT | 06430 | NONE | 501(c)(3) | General Fund | $3,000 |
| American Brain Tumor Assoc | |||||||
| 8550 W BRYN MAWR AVE STE 550 | CHICAGO | IL | 60631 | NONE | 501(c)(3) | General Fund | $250 |
| PAWS | |||||||
| 504 Main Avenue | Norwalk | CT | 06851 | NONE | 501(c)(3) | General Fund | $250 |
| Al's Angels | |||||||
| 342 Greens Farms Road | Westport | CT | 06880 | NONE | 501(c)(3) | General Fund | $1,000 |
| Colorado Children's Hospital Founda | |||||||
| PO Box 5003 | Denver | CO | 80201 | NONE | 501(c)(3) | General Fund | $500 |
| BRIDGEPORT RESCUE MISSION | |||||||
| 1088 FAIRFIELD AVE | BRIDGEPORT | CT | 06606 | NONE | 501(c)(3) | GENERAL FUND | $200 |
| PBA WESTON CT | |||||||
| PO BOX 1182 | WESTON | CT | 06883 | NONE | 501(C)(3) | GENERAL FUND | $250 |
| PENN STATE DANCE MARATHON | |||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | GENERAL FUND | $1,000 |
| COMMUNITY FOUNDATION COLLIER COUNTY | |||||||
| 1110 PINE RIDGE RD | NAPLES | FL | 34108 | 501(C)(3) | GENERAL FUND | $2,500 | |
| THON FOR DELTA GAMMA 37 | |||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,450 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,484 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,623 | 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 | $2,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |