STRATEGY STUDIO / PUBLIC DATA EXPLORER

RYAN FAM FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
RYAN FAM FOUNDATION (EIN 36-7674865)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-07
IRS object ID
201912199349100016
Schema version
2018v3.0
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

FieldValueIRS element (for citing)
Return2019-08-07T15:00:29-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042738098PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOULSTON & STORRS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 ATLANTIC AVENUEAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021103333ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367674865EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RYAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRYANBusinessNameControlTxt
Phone6174821776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O GOULSTON STORRS PC 400 ATLANAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021103333ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAWN C RYANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6174821776PhoneNum
Signature2019-06-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J RUBYPreparerPersonNm
PTINP00612163PTIN
Phone6175746482PhoneNum
Preparation2019-06-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address107.181.18.118IPv4AddressTxt
FieldValueIRS element (for citing)
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6FC9105D2B0C8BEBEB073F6C870762C513A0111DAtSubmissionCreationDeviceId
At Submission Filing Device Id718FADDEC9137E61C19215438382C3CA908E59E6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$417,190FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$14,021DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,021DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,105NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,853GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,105CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$22,126TotalRevAndExpnssAmt
Total Net Invst Incm$22,126TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,424AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$712AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$712AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$450TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$35TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$35TravConfMeetingDsbrsChrtblAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$84OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$84OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,993TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$712TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$831TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,993TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$712TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$37,831TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,867ExcessRevenueOverExpensesAmt
Net Investment Income$21,414NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,303CashBOYAmt
Cash EOY$14,312CashEOYAmt
Sav And Temp Cash Invst BOY$20,037SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,280SavAndTempCashInvstEOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$403,032OtherInvestmentsBOYAmt
Other Investments EOY$399,914OtherInvestmentsEOYAmt
Other Investments EOYFMV$417,190OtherInvestmentsEOYFMVAmt
Total Assets BOY$451,372TotalAssetsBOYAmt
Total Assets EOY$434,506TotalAssetsEOYAmt
Total Assets EOYFMV$417,190TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$451,372CapitalStockBOYAmt
Capital Stock EOY$434,506CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$451,372TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$434,506TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$451,372TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$434,506TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$451,372TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,867ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$434,506SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$434,506TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
2079.867 AMERICAN FUNDS INCOME PORT CL A2016-02-162018-12-18$25,000$22,748$2,252$2,252
CAPITAL GAIN DIVIDENDS$5,853P
FieldValueIRS element (for citing)
Capital Gain Net Income$8,105CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$43,488AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$519,957NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.083638DistributionYr1Rt
Adjusted Qlfy Distri Yr2$27,487AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$564,180NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04872DistributionYr2Rt
Total Distribution0.132358TotalDistributionRt
Average Distribution0.066179AverageDistributionRt
Net Vl Noncharitable Assets$477,957NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,631AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$214NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,845AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,831QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$214InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$214SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$214TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$403EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$403TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$189OverpaymentAmt
Applied To ES Tax$189AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksSHAWN C RYANIndividualWithBooksNm
Phone5084355460PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line122 DAVENPORT LANEAddressLine1Txt
CityHOPKINTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01748ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SHAWN C RYAN
22 DAVENPORT LANEHOPKINTONMA01748TRUSTEE1$0
LYNN E RYAN
22 DAVENPORT LANEHOPKINTONMA01748TRUSTEE1$0
MEGAN L RYAN
22 DAVENPORT LANEHOPKINTONMA01748TRUSTEE1$0
KELLY M RYAN
22 DAVENPORT LANEHOPKINTONMA01748TRUSTEE1$0
ERIN A RYAN
22 DAVENPORT LANEHOPKINTONMA01748TRUSTEE1$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,804AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$442,432FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$485,236TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$485,236AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,279CashDeemedCharitableAmt
Net Vl Noncharitable Assets$477,957NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,898MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,898MinimumInvestmentReturnAmt
Tax Based On Investment Income$214TaxBasedOnInvestmentIncomeAmt
Total Tax$214TotalTaxAmt
Distributable Before Adj$23,684DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,684DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,684DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,831ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$37,831QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$214PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$37,617AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,684DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,555ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$17,555TotalExcessDistributionCyovAmt
Qualifying Distributions$37,831QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,684AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,147RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$31,702TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$31,702ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$17,555ExcessFromYear1Amt
Excess From Current Year$14,147ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHAWN C RYANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
RON BURTON TRAINING VILLAGE
55 MORGAN ROADHUBDARDSTONMA01452NONE501(C)(3)GENERAL$32,000
LIVE FOR EVAN
PO BOX 845HOPKINTONMA01748NONE501(C)(3)GENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,021ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,105ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,126ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,126TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategoryTxt
Amt$1,424Amt
Net Investment Income$712NetInvestmentIncomeAmt
Disbursements Charitable Prps$712DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
34,726.061 AMERICAN FUNDS CONVAT COST$380,365$405,948
LIFE INSURANCE POLICYAT COST$19,549$11,242

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCITIZENS BANK CHARGESDesc
Revenue And Expenses Per Books$84RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$84DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$1Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAYMENT - PRIOR YECategoryTxt
Amt$450Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt