LEON AND OLLIE CRAIG FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEON AND OLLIE CRAIG FOUNDATION INC (EIN 77-0475709)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349103624
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T15:12:57-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770427588 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILMAN HARRIS TRAVIOLI SLOVER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E CALDWELL AVE | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93277 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770475709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEON & OLLIE CRAIG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 5596272725 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E CALDWELL AVE | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93277 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD ORLOPP | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS L HARRIS | PreparerPersonNm |
| PTIN | P00082198 | PTIN |
| Phone | 5596272725 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,159,518 | 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 | $11,641 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,641 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,641 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $53,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,061 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $53,061 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,405 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $729,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,405 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $127,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,107 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $64,702 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,770 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,770 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $21,771 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,771 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $21,771 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,121 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,121 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,121 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,662 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $25,662 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $25,662 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,445 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,040 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $285,711 | CashBOYAmt |
| Cash EOY | $194,382 | CashEOYAmt |
| Cash EOYFMV | $194,382 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $131,522 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $142,714 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $131,522 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $131,522 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,673,423 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,833,614 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,833,614 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,101,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,159,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,159,518 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,101,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,159,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,101,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,159,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,101,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,159,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,101,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $56,225 | OtherIncreasesAmt |
| Subtotal | $2,159,518 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,159,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200,000 GOLDMAN SACHS BANK CD | P | 2022-06-22 | 2024-06-24 | $200,000 | $200,000 | ||
| 2,764.8060 SH FIDELITY MID CAP STOCK | P | 2023-01-24 | 2024-02-08 | $112,255 | $108,713 | $3,542 | $3,542 |
| 11,072.8240 SH FIDELITY SHORT DURATION | P | 2023-01-24 | 2024-02-08 | $97,859 | $96,343 | $1,516 | $1,516 |
| 14,775.9770 SH FIDELITY US BOND INDEX | P | 2023-01-24 | 2024-02-08 | $152,000 | $155,000 | -$3,000 | -$3,000 |
| 200.3270 SH FIDELITY BLUE CHIP GROWTH | P | 2023-01-24 | 2024-11-08 | $45,160 | $22,164 | $22,996 | $22,996 |
| 1,579.4340 SH FIDELITY LOW PRICED STOCK | P | 2020-12-17 | 2024-11-26 | $71,209 | $74,660 | -$3,451 | -$3,451 |
| 500 SH WILLIAMS COS INC | P | 2021-01-25 | 2024-12-13 | $27,549 | $10,531 | $17,018 | $17,018 |
| Capital Gain Dividends | $23,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,405 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,410 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,410 | SubtotalAmt |
| Tax Based On Investment Income | $1,410 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Tax Due | $1,451 | 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 |
| 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 | CHRIS L HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5596272725 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 313 E CALDWELL AVE | AddressLine1Txt |
| City | VISALIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93277 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RONALD ORLOPP | ||||||
| 32096D ROAD 168 | VISALIA | CA | 93292 | President | 0.00 | $0 |
| GARY BURNS | ||||||
| 313 E CALDWELL AVE | VISALIA | CA | 93277 | Secretary | 0.00 | $0 |
| TRACI CLEVENGER | ||||||
| 313 E CALDWELL AVE | VISALIA | CA | 93277 | Vice President | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS AWARDED TO STUDENTS FURTHERING EDUCATION | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,753,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $240,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $131,522 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,125,087 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,125,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,093,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,410 | TotalTaxAmt |
| Distributable Before Adj | $103,251 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $103,251 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $103,251 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $98,544 | UndistributedIncomePYAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $98,544 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,456 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $101,795 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GOLDEN WEST HIGH SCHOOL SCHOLARSHIP | ||||||
| 1717 N MCAULIFF ROAD | VISALIA | CA | 93292 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $10,000 |
| EL DIAMANTE HIGH SCHOOL SCHOLARSHIP | ||||||
| 5100 W WHITENDALE AVENUE | VISALIA | CA | 93277 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $10,000 |
| MT WHITNEY HIGH SCHOOL SCHOLARSHIP | ||||||
| 900 S CONYER STREET | VISALIA | CA | 93277 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $15,000 |
| WOODLAKE UNION HIGH SCHOOL SCHOLARS | ||||||
| 400 W WHITNEY AVE | WOODLAKE | CA | 93286 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $15,000 |
| EXETER UNION HIGH SCHOOL PROG | ||||||
| 505 ROCKY HILL DRIVE | EXETER | CA | 93221 | N/A | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $20,000 |
| TULARE JOINT UNION HIGH SCHOOL | ||||||
| 426 N BLACKSTONE ST | TULARE | CA | 93274 | NONE | SCHOLARSHIP AWARDED TO FURTHER COLLEGE EDUCATION | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | 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 | $11,641 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,061 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $62,405 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $127,107 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,107 | 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, BOOKKEEEPING ADMINISTRATIVE | CategoryTxt |
| Amt | $2,770 | Amt |
| Net Investment Income | $2,770 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,770 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR | CategoryTxt |
| Amt | $21,771 | Amt |
| Net Investment Income | $21,771 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,771 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX | $751 | $751 | $751 |
| OTHER TAXES | $370 | $370 | $370 |