JOHNSTON FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHNSTON FAMILY FOUNDATION (EIN 33-0755496)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-16
- IRS object ID
- 201901979349100010
- Schema version
- 2018v3.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-16T11:00:46-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010825106 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H & S ACCOUNTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10225 W THUNDERBIRD BLVD | AddressLine1Txt |
| City | SUN CITY | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 853516103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330755496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2147992677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 517 21ST STREET | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY JOHNSTON | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2019-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy J Walch CPA | PreparerPersonNm |
| PTIN | P00547077 | PTIN |
| Phone | 6239339363 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $255,086 | 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 | $25 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $29 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,862 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,862 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,908 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $350 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $350 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,272 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,241 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,241 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,025 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $50 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,879 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,635 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,241 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,241 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,196 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,085 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $271,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $276,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $248,001 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $294,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $255,086 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $294,027 | RetainedEarningBOYAmt |
| Retained Earning EOY | $283,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $294,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $283,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $294,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $283,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $294,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,317 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,970 | OtherIncreasesAmt |
| Subtotal | $283,680 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $283,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MORGAN STANLEY ST NONCOV | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-12-15 | AcquiredDt |
| Sold | 2018-04-06 | SoldDt |
| Gross Sales Price | $17,908 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,558 | CostOrOtherBasisAmt |
| Gain Or Loss | $350 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $350 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $350 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $350 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,544 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $17,899 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $16,444 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $17,951 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $348,251 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05155 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,465 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $313,154 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05258 | DistributionYr5Rt |
| Total Distribution | 0.104124 | TotalDistributionRt |
| Average Distribution | 0.020825 | AverageDistributionRt |
| Net Investment Income Pct | $72 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,000 | 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 | $72 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $72 | SubtotalAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $72 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY JOHNSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147992677 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 517 21ST STREET | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92648 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JACQUELYN SCHOELL | ||||||
| 4141 STONEBRIDGE LANE | RANCHO SANTA FE | CA | 92091 | CEO | 0.50 | $0 |
| JEFFREY JOHNSTON | ||||||
| 517 21ST STREET | HUNTINGTON BEACH | CA | 92648 | Treasurer | 0.50 | $0 |
| JAN BEYROUTY | ||||||
| 2061 KICKAPOO STREET | SOUTH LAKE TAHOE | CA | 96150 | Secretary | 0.50 | $0 |
| STEVEN JOHNSTON | ||||||
| 7 BLACKBURN | DOVE CANYON | CA | 92679 | President | 0.50 | $0 |
| GREGORY JOHNSTON | ||||||
| 9891 GARRETT CIRCLE | HUNTINGTON BEACH | CA | 92646 | Vice President | 0.50 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72 | TotalTaxAmt |
| Distributable Before Adj | $72 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $72 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $72 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,928 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $877 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $636 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $15,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $69,013 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $877 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,136 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $636 | ExcessFromYear4Amt |
| Excess From Year3 | $16,500 | ExcessFromYear3Amt |
| Excess From Year2 | $18,000 | ExcessFromYear2Amt |
| Excess From Year1 | $18,000 | ExcessFromYear1Amt |
| Excess From Current Year | $15,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | NONE | NC | EDUCATIONAL | $5,000 |
| THE PANCREATIC CANCER ACTION NETWOR | |||||||
| 1500 ROSECRANS BLVD | MANHATTAN BEACH | CA | 90266 | NONE | EOF | MEDICAL | $5,000 |
| CATHEDRAL CATHOLIC HIGH SCHOOL | |||||||
| 555 DEL MAR HEIGHTS RD | SAN DIEGO | CA | 92130 | NONE | EOF | RELIGIOUS | $2,500 |
| PATRICKS PURPOSE FOUNDATIION | |||||||
| PO BOX 10104 | NEWPORT BEACH | CA | 92658 | NONE | PC | SOCIAL SERVICES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,862 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $350 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,247 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,247 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $1,025 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,635 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD RECONCILIAION ITEM | Desc |
| Amt | $2,970 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS REGISTRATION | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $75 |
| FEDERAL INCOME TAX | $1,459 |
| FOREIGN TAX PAID | $345 |