GOLDSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GOLDSTEIN FAMILY FOUNDATION (EIN 20-5758402)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349105558
- Schema version
- 2017v2.2
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T17:02:08-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON AND BLOODGOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 N BRAND BLVD 14th Floor | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205758402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOLDSTEIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 3105534746 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8912 BURTON WAY | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES GOLDSTEIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY CHEN | PreparerPersonNm |
| PTIN | P00601981 | PTIN |
| Phone | 8186375000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $41,582 | 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 |
| Dividends Rev And Expnss | $692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $692 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $692 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,195 | GrossSalesPriceAmt |
| Total Rev And Expnss | $70 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $692 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $692 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,020 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $19 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,319 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $692 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $692 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,877 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,877 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,567 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,705 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $37,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,582 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $37,463 | UnrestrictedBOYAmt |
| Unrestricted EOY | $41,582 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,463 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,463 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,463 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,249 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,368 | OtherIncreasesAmt |
| Subtotal | $41,582 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,582 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 350 KINDER MORGAN INC COM | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-07-08 | AcquiredDt |
| Sold | 2017-12-21 | SoldDt |
| Gross Sales Price | $6,195 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,817 | CostOrOtherBasisAmt |
| Gain Or Loss | -$622 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$622 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$622 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,693 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08448 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,390 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,077 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06446 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,491 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,086 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05782 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $43,976 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $2,990 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,809 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07704 | DistributionYr5Rt |
| Total Distribution | 0.283803 | TotalDistributionRt |
| Average Distribution | 0.056761 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,365 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,234 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,241 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,250 | 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 | $7 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7 | SubtotalAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $7 | 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 | JOSEPH GOLDSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105534746 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8912 BURTON WAY | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90211 | 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 |
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 |
|---|---|---|---|---|---|---|
| CHARLES H GOLDSTEIN | ||||||
| 8912 BURTON WAY | BEVERLY HILLS | CA | 90211 | Chairman | 0.00 | $0 |
| FRANCINE GOLDSTEIN | ||||||
| 8912 BURTON WAY | BEVERLY HILLS | CA | 90211 | Vice President | 0.00 | $0 |
| JONATHAN A GOLDSTEIN | ||||||
| 8912 BURTON WAY | BEVERLY HILLS | CA | 90211 | Secretary | 0.00 | $0 |
| JOSEPH A GOLDSTEIN | ||||||
| 8912 BURTON WAY | BEVERLY HILLS | CA | 90211 | Chief Financial | 1.00 | $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 | $39,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,964 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $39,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7 | TotalTaxAmt |
| Distributable Before Adj | $1,961 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,961 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,961 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,243 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,961 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $516 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $355 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $556 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,137 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,564 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,961 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,289 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,853 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $516 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,337 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $355 | ExcessFromYear3Amt |
| Excess From Year2 | $556 | ExcessFromYear2Amt |
| Excess From Year1 | $1,137 | ExcessFromYear1Amt |
| Excess From Current Year | $1,289 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| NAMI WESTSIDE LOS ANGELES | |||||||
| 921 WESTWOOD BLVD 236 | LOS ANGELES | CA | 90024 | NC | NAMI, ACRONYM FOR NATIONAL ALLIANCE ON MENTAL ILLNESS, IS A GRASS-ROOTS, EDUCATION, SUPPORT AND ADVOCACY ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF FAMILIES WHO HAVE RELATIVES WITH BRAIN DISORDER. | $1,000 | |
| ASPCA GUARDIANS | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | THE MISSION OF AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA)IS TO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES | $400 | ||
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | THE WORLD'S LEADING CONSERVATION ORGANIZATION, WORLD WILDLIFE FUND (WWF) HAS BEEN PROTECTING THE FUTURE OF NATURE FOR 50 YEARS. | $50 | ||
| THE AMANDA FOUNDATION | |||||||
| 351 FOOTHILL ROAD | BEVERLY HILLS | CA | 90210 | PC | TO ASSIST WITH THE AMANDA FOUNDATION'S MISSION OF RECUING ABUSED, ABANDONED AND UNWANTED ANIMALS AND ADOPT THEM TO LOVING FAMILIES WITH PERMANENT HOMES. | $1,300 | NONE |
| THE JUNIOR BLIND OF AMERICA | |||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | PC | TO SUPPORT CHILDREN OF THE JUNIOR BLIND OF AMERICA | $500 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $692 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$622 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $692 | ExclusionAmt |
| Related Or Exempt Function Incm | -$622 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70 | 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 | $2,020 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $39,705 | EOYBookValueAmt |
| EOYFMV | $39,705 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BROKERAGE FEES | $20 |
| POSTAGE | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $19 | Amt |