UNDERWOOD FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNDERWOOD FAMILY CHARITABLE FOUNDATION (EIN 77-0456013)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349100942
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T09:40:15-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McAvoy Co CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 S La Cumbre Lane Suite 100 | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770456013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Underwood Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNDE | BusinessNameControlTxt |
| Phone | 4085294316 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1835 | AddressLine1Txt |
| City | Cupertino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Janet Underwood | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Arjun S McAvoy | PreparerPersonNm |
| PTIN | P01289867 | PTIN |
| Phone | 8052696770 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $421,763 | 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 | $8,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,556 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,048 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,048 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,604 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,500 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,535 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $215 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $53 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,604 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,445 | CashBOYAmt |
| Cash EOY | $45,543 | CashEOYAmt |
| Cash EOYFMV | $45,543 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $16 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $144,341 | CorporateStockBOYAmt |
| Corporate Stock EOY | $136,928 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $376,204 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $150,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $182,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $421,763 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $150,786 | RetainedEarningBOYAmt |
| Retained Earning EOY | $182,487 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $150,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $182,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $182,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $150,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,701 | ExcessRevenueOverExpensesAmt |
| Subtotal | $182,487 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $182,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 433 shrs Honeywell Intl Inc | D | 2011-01-01 | 2016-10-03 | $50,014 | $15,967 | $34,047 | $34,047 |
| Cash in lieu - Advansix Inc. | P | 2011-01-11 | 2016-10-06 | $2 | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,048 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $73,384 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $408,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.17966 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $397,276 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00503 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,298 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.28324 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,574 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.31472 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,760 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,755 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.14716 | DistributionYr5Rt |
| Total Distribution | 0.929811 | TotalDistributionRt |
| Average Distribution | 0.185962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $393,505 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,177 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $426 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,603 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $852 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $852 | SubtotalAmt |
| Tax Based On Investment Income | $852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $294 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,294 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $1,428 | OverpaymentAmt |
| Applied To ES Tax | $1,428 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | Janet Underwood | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4085294316 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1835 | AddressLine1Txt |
| City | Cupertino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95015 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Janet Underwood | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1835 | AddressLine1Txt |
| City | Cupertino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Dir. | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 | $373,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $399,497 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $399,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $393,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $852 | TotalTaxAmt |
| Distributable Before Adj | $18,823 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,823 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,823 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $5,611 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,600 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,600 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,611 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,611 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $6,612 | UndistributedIncomeCYAmt |
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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| New Being Project | |||||||
| 2040 East 4th Street | Long Beach | CA | 90814 | N/A | PC | General Operating Support | $3,500 |
| Save the Redwoods League | |||||||
| 111 Sutter Street | San Francisco | CA | 94104 | N/A | PC | General Operating Support | $50 |
| Humane Society of Silicon Valley | |||||||
| 901 Ames Avenue | Milpitas | CA | 95035 | N/A | PC | General Operating Support | $2,000 |
| Semper Fi Fund | |||||||
| PO Box 555193 | Camp Pendelton | CA | 92055 | N/A | PC | General Operating Support | $1,000 |
| PBS SoCal | |||||||
| 333 South Hope Street Ste 1003 | Los Angeles | CA | 90071 | N/A | PC | General Operating Support | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,556 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,048 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,604 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,604 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly held stocks | StockNm |
| EOY Book Value | $136,928 | EOYBookValueAmt |
| EOYFMV | $376,204 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank fees | Desc |
| Revenue And Expenses Per Books | $53 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional fees | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Attorney General | $25 |
| Franchise Tax Board | $10 |
| US Treasury | $1,500 |