M BONNIE AXTHELM CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- M BONNIE AXTHELM CHARITABLE FOUNDATION (EIN 06-6444196)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-30
- IRS object ID
- 201841209349100204
- 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
- Gain Loss Sale Other Assets Sch
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-30T06:41:20-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gabriel Tax & Accounting Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1297 PARK AVE | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | 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 | 066444196 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M BONNIE AXTHELM CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MBON | BusinessNameControlTxt |
| Phone | 2033244341 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 33 MINUTE MAN HILL | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY AXTHELM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2033244341 | PhoneNum |
| Signature | 2018-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ELLEN KEENAN | PreparerPersonNm |
| PTIN | P01439079 | PTIN |
| Phone | 2033677731 | PhoneNum |
| Preparation | 2018-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $405,544 | 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 | $9,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,855 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $112 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,931 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,182 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $9 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9 | InterestNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,740 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,553 | CashBOYAmt |
| Cash EOY | $5,140 | CashEOYAmt |
| Cash EOYFMV | $5,140 | CashEOYFMVAmt |
| Corporate Stock BOY | $80,970 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,486 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $111,653 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $102,366 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $115,527 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $113,144 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $177,792 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $149,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $175,607 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $362,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $343,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $405,544 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $372,140 | CapitalStockBOYAmt |
| Capital Stock EOY | $362,681 | CapitalStockEOYAmt |
| Retained Earning BOY | -$9,459 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$19,286 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $362,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $343,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $362,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $343,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $362,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24 | OtherIncreasesAmt |
| Subtotal | $343,395 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $343,395 | 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 | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 253 SH. BLACKROCK | P | 2012-12-17 | 2017-05-24 | $2,500 | $0 | $2,551 | -$51 | $0 | $0 | $0 | -$51 |
| 537 SH. ISHARES CORE US | P | 2012-12-17 | 2017-08-31 | $59,252 | $0 | $58,879 | $373 | $0 | $0 | $0 | $373 |
| 2287 SH. METROPOLITAN WEST TOTAL | P | 2012-12-17 | 2017-08-31 | $24,576 | $0 | $24,700 | -$124 | $0 | $0 | $0 | -$124 |
| 99 SH. VANGUARD S&P 500 ETF | P | 2015-11-27 | 2017-12-26 | $23,857 | $0 | $19,027 | $4,830 | $0 | $0 | $0 | $4,830 |
| 595 SH. VANGUARD TOTAL INTL STK INDEX F | P | 2011-10-03 | 2017-12-26 | $10,311 | $0 | $7,484 | $2,827 | $0 | $0 | $0 | $2,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,855 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,338 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $416,266 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063272 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,507 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $444,745 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $428,877 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055587 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,804 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $420,805 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051815 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,839 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $393,528 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052954 | DistributionYr5Rt |
| Total Distribution | 0.280980 | TotalDistributionRt |
| Average Distribution | 0.056196 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $422,913 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,766 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $137 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,903 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,250 | 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 | $137 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $137 | SubtotalAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $137 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | MEGAN BROWN | IndividualWithBooksNm |
| Phone | 2033244341 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 MILES RD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MEGAN A BROWN | ||||||||
| 25 MILES RD | DARIEN | CT | 06820 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| NANCY AXTHELM | ||||||||
| 33 MINUTE MAN HILL | WESTPORT | CT | 06880 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| STEPHEN AXTHELM | ||||||||
| 46 HILLANDALE RD | WESTPORT | CT | 06880 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $396,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $429,353 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $429,353 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $422,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $137 | TotalTaxAmt |
| Distributable Before Adj | $21,009 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,009 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,009 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $137 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,113 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,009 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,919 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $14,816 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,250 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $31,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $46,066 | TotalCorpusAmt |
| Taxable2 | $8,919 | Taxable2Amt |
| Undistributed Income CY | $21,009 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $46,066 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,816 | ExcessFromYear1Amt |
| Excess From Current Year | $31,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR HOPE | ||||||
| 590 POST ROAD | DARIEN | CT | 06820 | 501C | UNRESTRICTED | $2,750 |
| ST AGNES CATHEDRAL | ||||||
| 29 QUEALY PLACE | ROCKVILLE CENTER | NY | 11570 | 501C | UNRESTRICTED | $1,000 |
| ASSUMPTION CHURCH | ||||||
| 98 RIVERSIDE AVE | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $9,500 |
| UNITARIAN CHURCH | ||||||
| 10 LYONS PLAINS RD | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $7,000 |
| MARQUETTE UNIVERSITY | ||||||
| 615 N 11TH STREET | MILWAUKEE | WI | 53233 | 501C | UNRESTRICTED | $9,000 |
| WESTPORT HISTORICAL SOCIETY | ||||||
| 25 AVERY PLACE | WESTPORT | CT | 06880 | 501C | UNRESTRICTED | $1,500 |
| DIOCESE OF BRIDGEPORT | ||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06606 | 501C | RESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,855 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,819 | 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 | GABRIEL TAX & ACCT TAX PREP | CategoryTxt |
| Amt | $1,800 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 253 SH. BLACKROCK STRAT INCM | 2012-12 | Purchased | 2017-05 | $2,500 | $2,551 | -$51 |
| 537 SH. ISHARES CORES US | 2012-12 | Purchased | 2017-08 | $59,252 | $58,879 | $373 |
| 2287 SH. METROPOLITAN WEST TOTAL | 2012-12 | 2017-08 | $24,576 | $24,700 | -$124 | |
| 99 SH. VANGUARD S&P 500 ETF | 2015-11 | Purchased | 2017-12 | $23,857 | $19,027 | $4,830 |
| 595 SH. VANGUARD TOTAL INLT STK INDEX F | 2011-10 | Purchased | 2017-12 | $10,311 | $7,484 | $2,827 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROP | Desc |
| Revenue And Expenses Per Books | $112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO PRIOR RETAINED EARNINGS | Desc |
| Amt | $24 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB INV ADVISOR FEES | CategoryTxt |
| Amt | $4,182 | Amt |