KEARNS SALDINGER CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KEARNS SALDINGER CHARITABLE FOUNDATION (EIN 77-0528158)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201731359349103648
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:38:58-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Koehler & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951263435 | 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 | 770528158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kearns Saldinger Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEAR | BusinessNameControlTxt |
| Phone | 6502556829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cathy A Kearns | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David R Koehler CPA | PreparerPersonNm |
| PTIN | P00027310 | PTIN |
| Phone | 4082867400 | PhoneNum |
| 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 | $666,593 | 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 | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,665 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,665 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $17,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,674 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,674 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,572 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,572 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,755 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,755 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,396 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $6,396 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $147 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,396 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,094 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,094 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,396 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,568 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,278 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,278 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,811 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,520 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,520 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $447,186 | CorporateStockBOYAmt |
| Corporate Stock EOY | $447,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $654,073 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $480,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $459,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $666,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $472,239 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $472,239 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,758 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$12,532 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $480,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $459,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $480,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $459,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $480,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,290 | ExcessRevenueOverExpensesAmt |
| Subtotal | $459,707 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $459,707 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,143 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $673,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04476 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,485 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $688,332 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,942 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $641,985 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05131 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,858 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $586,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03046 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,603 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $591,571 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05511 | DistributionYr5Rt |
| Total Distribution | 0.227385 | TotalDistributionRt |
| Average Distribution | 0.045477 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $647,400 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,442 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $113 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,555 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,568 | 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 | $113 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $113 | SubtotalAmt |
| Tax Based On Investment Income | $113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $187 | OverpaymentAmt |
| Applied To ES Tax | $187 | 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 | David R Koehler CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082867400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Cathy A Kearns | ||||||
| 1152 Harley Circle | The Villages | FL | 32162 | President | 2.00 | $0 |
| Allison Kearns | ||||||
| 1152 Harley Circle | The Villages | FL | 32162 | Secty/Treasurer | 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 | $631,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $657,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $657,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $647,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $113 | TotalTaxAmt |
| Distributable Before Adj | $32,257 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,257 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,257 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,568 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,568 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $113 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,455 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,257 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,296 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,042 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,568 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,257 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $311 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,649 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,296 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,353 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,042 | ExcessFromYear3Amt |
| Excess From Current Year | $311 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Classroom Central | |||||||
| 2116 Wilkinson Blvd | Charlotte | NC | 28208 | None | Public | Support of Other Charitable Organization - Education | $3,000 |
| Second Harvest Food Bank | |||||||
| 500-B Spratt Street | Charlotte | NC | 28206 | None | Public | Support non-profit charitable organization | $277 |
| Bluementhal Performing Arts | |||||||
| 130 N Tryon St | Charlotte | NC | 28202 | None | Public | Fund educational programs that foster student academic success. | $3,000 |
| Stanford Hospitals Partners in Cari | |||||||
| 300 Pasteur Drive | Stanford | CA | 94305 | None | Public | Support non-profit charitable organization | $7,000 |
| What's next | |||||||
| 2810 Providence Road | Charlotte | NC | 28211 | None | Public | Support non-profit charitable organization | $134 |
| Piper Glen Breast Cancer Susan B Ko | |||||||
| 2316 Randolph Rd | Charlotte | NC | 28207 | None | Public | Support non-profit charitable organization | $413 |
| Freedom School Partners | |||||||
| 130 North Tryon Street | Charlotte | NC | 28202 | None | Public | Support non-profit charitable organization | $335 |
| St Joseph Center | |||||||
| 204 Hampton Drive | Venice | CA | 90291 | None | Public | Support non-profit charitable organization | $2,500 |
| YWCA of Central Carolinas | |||||||
| 3420 Park Road | Charlotte | NC | 28209 | None | Public | Support non-profit charitable organization | $5,748 |
| First Tee of Greater Charlotte | |||||||
| 2661 Barringer Drive | Charlotte | NC | 28208 | None | Public | Support non-profit charitable organization | $200 |
| Salvation Army Lake Sumter Chapter | |||||||
| 2506 South Street | Leesburg | FL | 34748 | None | Public | Support non-profit charitable organization | $365 |
| United Way Drive | |||||||
| 701 N Fairfax Street | Alexandria | VA | 22314 | None | Public | Support non-profit charitable organization | $122 |
| Friends for Youth Stripecom | |||||||
| 1741 Broadway | Redwood City | CA | 94063 | None | Public | Support non-profit charitable organization | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,094 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,665 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,674 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,674 | 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 | $3,755 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,755 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $3,572 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,572 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Office expense | $112 | $112 |
| State Fees | $35 | $35 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $6,396 | Amt |
| Net Investment Income | $6,396 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,396 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |