CHERYL L WELTER CHARITABLE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHERYL L WELTER CHARITABLE FAMILY FOUNDATION (EIN 46-7376554)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202513089349101111
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T08:44:48-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824490155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charlesworth Financial Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 Comeford Rd Suite 1 | AddressLine1Txt |
| City | Valparaiso | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46390 | 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 | 467376554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Cheryl Lyn Welter Family | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | BusinessNameControlTxt |
| Phone | 5747722300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 E Culver Rd | AddressLine1Txt |
| City | Knox | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Harold Welter | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-11-04 | 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 | Julianne M Charlesworth | PreparerPersonNm |
| PTIN | P00086338 | PTIN |
| Phone | 2195319519 | 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 | $0 | 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 | $127,333 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $173 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $173 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $173 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,428 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,428 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,428 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,895 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $488,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,895 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,427 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,583 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $156,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,496 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,028 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $20,936 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,936 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $20,936 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $20,936 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $460 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $460 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $460 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,142 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,142 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $3,142 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,142 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,601 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,601 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,601 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,578 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,578 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $3,578 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,578 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,639 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $40,639 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,639 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,356 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $70,356 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,356 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,456 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,456 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,356 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $70,356 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,812 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,448 | CashBOYAmt |
| Cash EOY | $32,022 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $7,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,342 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $226,165 | CorporateStockBOYAmt |
| Corporate Stock EOY | $272,569 | CorporateStockEOYAmt |
| Total Assets BOY | $265,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $311,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,102 | AccountsPayableBOYAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $264,332 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $311,932 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $264,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $311,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $265,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $311,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $264,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,600 | ExcessRevenueOverExpensesAmt |
| Subtotal | $311,932 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $311,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| P | 2023-01-01 | 2023-06-15 | $431,851 | $422,424 | $9,427 | $9,427 |
| P | 2020-06-15 | 2024-06-15 | $56,544 | $53,076 | $3,468 | $3,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,895 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,427 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Due | $0 | 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 |
| 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 | Harold Welter | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5747722300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 E Culver Road | AddressLine1Txt |
| City | Knox | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46534 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Harold Welter | ||||||
| 1403 E Cluver Road | Knox | IN | 46534 | Trustee | 5.00 | $0 |
| Becki Welter | ||||||
| 1403 E Culver Road | Knox | IN | 46534 | Trustee | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,812 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $108,812 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,174 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,902 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,849 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $84,420 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $191,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,812 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $108,812 | RemainingDistriFromCorpusAmt |
| Total Corpus | $300,466 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,174 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $295,292 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,309 | ExcessFromYear4Amt |
| Excess From Year3 | $30,902 | ExcessFromYear3Amt |
| Excess From Year2 | $57,849 | ExcessFromYear2Amt |
| Excess From Year1 | $84,420 | ExcessFromYear1Amt |
| Excess From Current Year | $108,812 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Harold Welter | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Cheryl Lyn Welter Family Charitable | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 Culver Road | AddressLine1Txt |
| City | Knox | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 465342114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5747722300 | RecipientPhoneNum |
| Recipient Email Address | HAWelter@yahoo.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Cheryl Lyn Welter Grant Application | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Various, approx 3 times per year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be used in education or other not-for-profits for the benefit of underpriveliged children. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Not for profits | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | for underpriveliged children | GrantOrContributionPurposeTxt |
| Amt | $38,456 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,456 | 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 | $173 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,428 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,583 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,895 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,079 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,079 | 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) |
|---|---|---|
| Amt | $460 | Amt |
| Net Investment Income | $460 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $460 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $460 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advertising | $4,917 | $4,917 | $4,917 | $4,917 |
| Bank Fee | $257 | $257 | $257 | $257 |
| Books | $2,000 | $2,000 | $2,000 | $2,000 |
| Computer Expenses | $1,196 | $1,196 | $1,196 | $1,196 |
| Consulting | $863 | $863 | $863 | $863 |
| Credit Card Fees | $285 | $285 | $285 | $285 |
| Foreign Tax on Investments | $13 | $13 | $13 | $13 |
| Golf Outing | $4,852 | $4,852 | $4,852 | $4,852 |
| Marketing | $6,299 | $6,299 | $6,299 | $6,299 |
| Misc | $669 | $669 | $669 | $669 |
| Office Supplies | $489 | $489 | $489 | $489 |
| Paychex Fee | $349 | $349 | $349 | $349 |
| Petty Cash | $700 | $700 | $700 | $700 |
| Postage | $1,517 | $1,517 | $1,517 | $1,517 |
| Rent | $13,000 | $13,000 | $13,000 | $13,000 |
| Renters Insurance | $547 | $547 | $547 | $547 |
| Supplies | $2,686 | $2,686 | $2,686 | $2,686 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $6,583 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fees | CategoryTxt |
| Amt | $3,142 | Amt |
| Net Investment Income | $3,142 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,142 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,142 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll | CategoryTxt |
| Amt | $1,601 | Amt |
| Net Investment Income | $1,601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,601 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,601 | DisbursementsCharitablePrpsAmt |