THE ROTHWELL FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE ROTHWELL FOUNDATION INC (EIN 20-2026568)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349100202
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T05:44:35-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472005336 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIDUSSI MAKARA GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1361 ROYAL PALM SQUARE BLVD SUITE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | 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 | 202026568 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTHWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTH | BusinessNameControlTxt |
| Phone | 2394723146 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 BARTON ROAD | AddressLine1Txt |
| City | STOW | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017751577 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY ROTHWELL | PersonNm |
| Person Title | PRESIDENT & DIRECTOR | PersonTitleTxt |
| Phone | 2392183412 | PhoneNum |
| Signature | 2019-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANA VIDUSSI CPA | PreparerPersonNm |
| PTIN | P00352134 | PTIN |
| Phone | 2392780762 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.124.207.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 05:44:35 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6EFF9D366D2BA42E6D8764282DB28C3959FFE58B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 252D7FDC9D076B2E874AAFB536F467BEE24FC737 | AtSubmissionFilingDeviceId |
| 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 | $277,845 | 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 | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $34 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,740 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,740 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,723 | GrossSalesPriceAmt |
| Total Rev And Expnss | $5,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,774 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,774 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $70 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $70 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,774 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,654 | CashBOYAmt |
| Cash EOY | $19,365 | CashEOYAmt |
| Cash EOYFMV | $19,365 | CashEOYFMVAmt |
| Corporate Stock BOY | $241,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $241,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $258,480 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $268,630 | TotalAssetsBOYAmt |
| Total Assets EOY | $261,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $277,845 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $268,630 | CapitalStockBOYAmt |
| Capital Stock EOY | $261,140 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $268,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $261,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $268,630 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $261,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $268,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,490 | ExcessRevenueOverExpensesAmt |
| Subtotal | $261,140 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $261,140 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $238,446 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071295 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $99,650 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,926 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $99,654 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.199952 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,940 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $109,699 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.181770 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,948 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $111,803 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.187365 | DistributionYr5Rt |
| Total Distribution | 0.700593 | TotalDistributionRt |
| Average Distribution | 0.140119 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $299,022 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,899 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $41,957 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | MA | 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 | SHIRLEY ROTHWELL | IndividualWithBooksNm |
| Phone | 2396893791 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 BARTON RD | AddressLine1Txt |
| City | STOW | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017751577 | 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 (4 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHIRLEY ROTHWELL | |||||||||||
| 214 BARTON RD | STOW | MA | 017751577 | PRESIDENT & | 000.00 | $0 | $0 | $0 | |||
| LISA A PARADIS | |||||||||||
| 49 SHAY RD | HUDSON | MA | 01749 | TREASURER | 000.00 | $0 | $0 | $0 | |||
| LINDA K AUSTEN | |||||||||||
| DIRECTOR | 000.00 | $0 | $0 | $0 | 1 BALLYMACE | DUBLIN | EI | ||||
| SARKIS G KOJABASHIAN | |||||||||||
| 4 GREENMEADOW LANE | HUDSON | MA | 01749 | DIRECTOR | 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 | $276,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $303,576 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $303,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $299,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,951 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,951 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $115 | TotalTaxAmt |
| Distributable Before Adj | $14,836 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,836 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,836 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,836 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,462 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,091 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,053 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,170 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,351 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,250 | QualifyingDistributionsAmt |
| Applied To Current Year | $13,250 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,586 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,586 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,765 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,876 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,889 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,575 | ExcessFromYear4Amt |
| Excess From Year3 | $15,091 | ExcessFromYear3Amt |
| Excess From Year2 | $1,053 | ExcessFromYear2Amt |
| Excess From Year1 | $5,170 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| NEUROFIBROMATOSIS | ||||||
| 185 CAMBRIGE STREET | BOSTON | MA | 02114 | MEDICAL | $500 | |
| ST JUDE CHILDREN RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | MEDICAL | $1,250 | |
| WELLESLEY COLLEGE | ||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | EDUCATION | $1,000 | |
| COLUMBIA UNIVERSITY | ||||||
| 622 W 113TH ST | NEW YORK | NY | 10025 | EDUCATION | $1,000 | MC 4530 |
| MASSACHUSETS GENERAL HOSPITAL | ||||||
| 125 NASHUA ST | BOSTON | MA | 021141101 | MEDICAL | $1,250 | SUITE 540 |
| WGBH ED FOUNDATION | ||||||
| ONE GUEST ST | BOSTON | MA | 02135 | EDUCATION | $1,250 | |
| PLANNED PARENTHOOD LEAGUE OF MASS | ||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | MEDICAL | $1,250 | |
| BUDDY DOG HUMANE SOCIETY | ||||||
| 151 BOPSTON POST RD | SUDBURY | MA | 01776 | ANIMAL CARE | $3,250 | |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH ST NW | WASHINTON DC | DC | 20037 | ANIMAL CARE | $500 | |
| JOHN HOPKINS UNIVERSITY | ||||||
| 3400 N CHARLES ST | BALTIMORE | MD | 21218 | MEDICAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,250 | 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 | $34 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,740 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $56 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,830 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,830 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ISSBD ETF | AssetDesc |
| Acquired | 2017-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
| Gross Sales Price | $23,723 | GrossSalesPriceAmt |
| Basis | $23,667 | BasisAmt |
| Total Net | $56 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| IBDH | ||
| IBDL | $23,634 | $23,281 |
| IBDK | $23,621 | $23,535 |
| VXUS | $27,427 | $27,340 |
| VTI | $119,961 | $137,713 |
| IBDM | $23,666 | $23,142 |
| IBDN | $23,466 | $23,469 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $70 | Amt |