PETER R MARSH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PETER R MARSH FOUNDATION (EIN 20-1524353)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-24
- IRS object ID
- 201842059349100114
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-24T14:14:02-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260707302 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX & COMPANY CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10818 NE COXLEY DR | AddressLine1Txt |
| City | VANCOUVER | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 986626163 | 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 | 201524353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER R MARSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 3606068413 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19215 SE 34TH STREET SUITE 106-397 | AddressLine1Txt |
| City | CAMAS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER R MARSH | PersonNm |
| Person Title | FOUNDER | PersonTitleTxt |
| Phone | 3606068413 | PhoneNum |
| Signature | 2018-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACI HARTLEY EA | PreparerPersonNm |
| PTIN | P01204708 | PTIN |
| Phone | 3605970400 | PhoneNum |
| Preparation | 2018-05-17 | 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 | $1,773,190 | 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 | $150,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $22 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $47,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,624 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $47,624 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,434 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,434 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$1 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $204,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,080 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $47,645 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $29,530 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,303 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $203 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,704 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,392 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $37,232 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,459 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,459 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,691 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,459 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $164,388 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,645 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,160 | CashBOYAmt |
| Cash EOY | $184,939 | CashEOYAmt |
| Cash EOYFMV | $184,940 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,595,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,587,218 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,587,218 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,235 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $203 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $1,032 | LandEOYAmt |
| Land EOYFMV | $1,032 | LandEOYFMVAmt |
| Total Assets BOY | $1,608,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,773,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,773,190 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,608,806 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,773,189 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,608,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,773,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,608,806 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,773,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,608,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $164,388 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,773,194 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,773,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,434 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Net Vl Noncharitable Assets Yr1 | $1,608,806 | NetVlNoncharitableAssetsYr1Amt |
| Net Vl Noncharitable Assets Yr2 | $1,598,364 | NetVlNoncharitableAssetsYr2Amt |
| Net Vl Noncharitable Assets Yr3 | $1,679,878 | NetVlNoncharitableAssetsYr3Amt |
| Net Vl Noncharitable Assets Yr4 | $1,658,991 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $77,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,656,043 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046798 | DistributionYr5Rt |
| Total Distribution | 0.046798 | TotalDistributionRt |
| Average Distribution | 0.046798 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,578,590 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,875 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $541 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,416 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,459 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,082 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,082 | SubtotalAmt |
| Tax Based On Investment Income | $1,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,036 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,036 | TotalPaymentsAndCreditsAmt |
| Tax Due | $46 | 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 | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | 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 | PRMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KIRSTIN WETZEL | IndividualWithBooksNm |
| Phone | 3606068413 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2603 NE OGDEN CT | AddressLine1Txt |
| City | CAMAS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98607 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| PETER R MARSH | ||||||||
| 3307 EVERGREEN STE 707 BX 390 | WASHOUGAL | WA | 98671 | FOUNDER | 2.00 | $0 | $0 | $0 |
| BARBARA JO MARSH | ||||||||
| 3307 EVERGREEN STE 707 BOX 390 | WASHOUGAL | WA | 98671 | FOUNDER | 2.00 | $0 | $0 | $0 |
| CINDY ROBERT | ||||||||
| 15784 SW COLYER WAY | TIGARD | OR | 97244 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JOHN UPTON | ||||||||
| 1200 NW NAITO PKWY 110 | PORTLAND | OR | 97209 | TREASURER | 2.00 | $0 | $0 | $0 |
| THOMAS O REESE | ||||||||
| 17776 NW GILBERT LANE | PORTLAND | OR | 97229 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| JACK SCHWARTZ | ||||||||
| 111 SW FIFTH AVE STE 3400 | PORTLAND | OR | 97204 | DIRECTOR | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SILENT SERVICE AWARDS - AWARDS GIVEN TO THOSE IN OUR COMMUNITY WHO HAVE VOLUNTEERED SIGNIFICANT AMOUNTS OF THEIR TIME IN SERVICE OF OUR COMMUNITY AND SOUGHT NO RECOGNITION | Description1Txt |
| Expenses1 | $2,459 | Expenses1Amt |
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 | $1,587,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,602,629 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,602,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,578,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,082 | TotalTaxAmt |
| Distributable Before Adj | $77,848 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,848 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,848 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,459 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,459 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,459 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,848 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $2,459 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,459 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $75,389 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER R MARSH | ContributingManagerNm |
| Shareholder Manager | PETER R MARSH | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PETER R MARSH FOUNDATION CO PROGRA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19215 SE 34TH ST PMB 397-106 | AddressLine1Txt |
| City | CAMAS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | INFO@PRMFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | A PERSON WISHING TO SUBMIT A NOMINATION FOR A SILENT SERVANT AWARD SHOULD CONTACT THE PETER R MARSH FOUNDATION PROGRAM COORDINATOR AT INFO@PRMFOUNDATION.ORG FOR NOMINATION INSTRUCTIONS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOMINATION APPLICATIONS ARE REVIEWED MONTHLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GUIDELINES NOMINEES: ~MUST BE PERMANENT RESIDENT OF WASHINGTON OR OREGON ~MUST BE INDEPENDENTLY AND VOLUNTARILY PROVIDING SERVICE TO OTHERS WITHOUT COMPENSATION OF ANY KIND ~MUST BE PERFORMING SERVICE NOT IN ANY WAY ASSOCIATED WITH HIS OR HER PLACE OF EMPLOYMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SILENT SERVICE AWARD RECIPIENTS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19215 SE 34TH ST 397-106 | AddressLine1Txt |
| City | CAMAS | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | IN RECOG. OF COMMUNITY SERVICE | GrantOrContributionPurposeTxt |
| Amt | $2,459 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,459 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,434 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Related Or Exempt Function Incm | -$1 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,080 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,079 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS AND SECURITY SALES PROVIDE FUNDS FOR CHARITABLE |
| 8 | DIVIDENDS AND SECURITY SALES PROVIDE FUNDS FOR CHARITABLE |
| 3 | INTEREST ON SAVINGS PROVIDE FUNDS FOR CHARITABLE USES |
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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $100 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| LAPTOP | 2017-06-29 | $704 | 200DB | 5.0000 | $176 |
| DELL LAPTOP | 2017-11-29 | $531 | 200DB | 5.0000 | $27 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,587,218 | EOYBookValueAmt |
| EOYFMV | $1,587,218 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $1,235 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $203 | AccumulatedDepreciationAmt |
| Book Value | $1,032 | BookValueAmt |
| EOYFMV | $1,032 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $1,922 |
| MARKETING | $567 |
| OFFICE OPERATIONS | $903 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Revenue And Expenses Per Books | -$1 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$1 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PROFESSIONAL SERVICES | $27,000 |
| ADMINISTRATIVE FEES | $2,500 |
| WITHDRAWAL AND FEES | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LICENSES & COMPLIANCES | $100 |
| TAXES | $2,203 |