NANCY AND GLENN BEALL FOUNDATION INC: Form 990PF, tax year 2015
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- Organization
- NANCY AND GLENN BEALL FOUNDATION INC (EIN 20-0744100)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201621379349101097
- Schema version
- 2015v2.0
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T08:01:11-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Huber Michaels & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 South Centre Street | AddressLine1Txt |
| City | Cumberland | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200744100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY AND GLENN BEALL FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | CO VICTORIA MUTH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NANC | BusinessNameControlTxt |
| Phone | 3017224455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11018 WAYCROFT WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTORIA BEALL MUTH | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Edward G Huber Jr CPA | PreparerPersonNm |
| PTIN | P00167476 | PTIN |
| Phone | 3017224455 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $905,830 | 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 | $1,358 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $287 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $287 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $287 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,379 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,379 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $40,038 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,038 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $48,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,704 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,666 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $627 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $731 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,358 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,858 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,704 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,666 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,215 | CashBOYAmt |
| Cash EOY | $69,715 | CashEOYAmt |
| Cash EOYFMV | $69,715 | CashEOYFMVAmt |
| Acct Rcvbl | $144 | AcctRcvblAmt |
| Acct Rcvbl BOY | $49 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $144 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $144 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $946,577 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $835,971 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $835,971 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $974,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $905,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $905,830 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $974,841 | UnrestrictedBOYAmt |
| Unrestricted EOY | $905,830 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $974,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $905,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $974,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $905,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $974,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,796 | ExcessRevenueOverExpensesAmt |
| Subtotal | $958,045 | SubtotalAmt |
| Other Decreases | $52,215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $905,830 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $943,041 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04825 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $715,520 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06778 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $557,224 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10768 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $561,519 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06678 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $459,695 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07940 | DistributionYr5Rt |
| Total Distribution | 0.369891 | TotalDistributionRt |
| Average Distribution | 0.073978 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $956,644 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,771 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $467 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,238 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $934 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $934 | SubtotalAmt |
| Tax Based On Investment Income | $934 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $134 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | VICTORIA MUTH | BusinessNameLine1Txt |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11018 WAYCROFT WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | 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 | VICTORIA BEALL MUTH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11018 WAYCROFT WAY | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE UNRESTRICTED SUPPORT TO PUBLIC CHARITIES SELECTED AT THE DISCRETION OF THE PRIVATE FOUNDATION'S BOARD MEMBERS. NINE PUBLIC CHARITIES WERE SUPPORTED DURING THE YEAR. | Description1Txt |
| Expenses1 | $63,500 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $929,684 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $971,212 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $971,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $956,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,832 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $63,500 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,666 | CurrentYearAmt |
| Year1 | $6,770 | Year1Amt |
| Year2 | $6,365 | Year2Amt |
| Year3 | $5,204 | Year3Amt |
| Total | $25,005 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,666 | CurrentYearAmt |
| Year1 | $5,755 | Year1Amt |
| Year2 | $5,410 | Year2Amt |
| Year3 | $4,423 | Year3Amt |
| Total | $21,254 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $63,500 | CurrentYearAmt |
| Year1 | $45,500 | Year1Amt |
| Year2 | $48,500 | Year2Amt |
| Year3 | $60,000 | Year3Amt |
| Total | $217,500 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $63,500 | CurrentYearAmt |
| Year1 | $45,500 | Year1Amt |
| Year2 | $48,500 | Year2Amt |
| Year3 | $60,000 | Year3Amt |
| Total | $217,500 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $31,888 | CurrentYearAmt |
| Year1 | $31,435 | Year1Amt |
| Year2 | $23,851 | Year2Amt |
| Year3 | $18,574 | Year3Amt |
| Total | $105,748 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COUNTY UNITED WAY | ||||||
| PO BOX 307 | CUMBERLAND | MD | 21502 | NONE | UNRESTRICTED DONATION | $2,500 |
| THE MD SALEM CHILDRENS' TRUST | ||||||
| 605 SALEM DRIVE | FROSTBURG | MD | 21532 | NONE | UNRESTRICTED DONATION | $9,500 |
| ST JOHN'S EPISCOPAL CHURCH | ||||||
| 52 BROADWAY STREET | FROSTBURG | MD | 21532 | NONE | UNRESTRICTED DONATION | $10,000 |
| ALLEGANY COLLEGE OF MD FOUNDATION I | ||||||
| 12401 WILLOWBROOK ROAD SE | CUMBERLAND | MD | 21502 | NONE | UNRESTRICTED DONATION | $2,500 |
| THE FSU FOUNDATION INC | ||||||
| 101 BRADDOCK ROAD | FROSTBURG | MD | 21532 | NONE | UNRESTRICTED DONATION | $20,000 |
| THE LEAGUE - A CHILDREN'S PLACE | ||||||
| 12501 WILLOWBROOK RD | CUMBERLAND | MD | 21502 | NONE | UNRESTRICTED DONATION | $5,000 |
| CHESAPEAKE BAY FOUNDATION | ||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | NONE | UNRESTRICTED DONATION | $2,500 |
| JANE'S PLACE | ||||||
| 26 GREENE ST | CUMBERLAND | MD | 21502 | NONE | UNRESTRICTED DONATION | $1,500 |
| ST LUKE'S EPISCOPAL CHURCH | ||||||
| 6030 GROSVENOR LN | BETHESDA | MD | 20814 | NONE | UNRESTRICTED DONATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,379 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,038 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,704 | 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 | $627 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $52,215 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $40,038 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,038 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $731 | Amt |