STRATEGY STUDIO / PUBLIC DATA EXPLORER

NANCY AND GLENN BEALL FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NANCY AND GLENN BEALL FOUNDATION INC (EIN 20-0744100)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-15
IRS object ID
201401359349101330
Schema version
2013v3.1
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

FieldValueIRS element (for citing)
Return2014-05-15T09:07:27-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Huber Michaels & CompanyBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 South Centre StreetAddressLine1
CityCumberlandCity
StateMDState
ZIP Code21502ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200744100EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NANCY AND GLENN BEALL FOUNDATION INCBusinessNameLine1
Business Name Line2CO NANCY BEALLBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlNANCBusinessNameControlTxt
Phone3017224455PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line144 BEALLS LANE BOX 219AddressLine1
CityFROSTBURGCity
StateMDState
ZIP Code21532ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVICTORIA BEALL MUTHPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2014-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEdward G Huber Jr CPAPreparerPersonNm
PTINP00167476PTIN
Phone3017224455PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$915,645FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,671ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$20InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,345DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,345DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,345DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,144NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$308,058GrossSalesPriceAmt
Other Income Rev And Expnss$34,118OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$34,118OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$288,010TotalRevAndExpnssAmt
Total Net Invst Incm$40,483TotalNetInvstIncmAmt
Total Adj Net Incm$6,365TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$468AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$203TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$696TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,196TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$238,814ExcessRevenueOverExpensesAmt
Net Investment Income$40,483NetInvestmentIncomeAmt
Adjusted Net Income$6,365AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,215CashBOYAmt
Cash EOY$23,716CashEOYAmt
Cash EOYFMV$23,716CashEOYFMVAmt
Acct Rcvbl$63AcctRcvblAmt
Acct Rcvbl BOY$106AcctRcvblBOYAmt
Acct Rcvbl EOY$63AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$63AcctRcvblEOYFMVAmt
Other Investments BOY$543,765OtherInvestmentsBOYAmt
Other Investments EOY$891,866OtherInvestmentsEOYAmt
Other Investments EOYFMV$891,866OtherInvestmentsEOYFMVAmt
Total Assets BOY$576,086TotalAssetsBOYAmt
Total Assets EOY$915,645TotalAssetsEOYAmt
Total Assets EOYFMV$915,645TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$576,086UnrestrictedBOYAmt
Unrestricted EOY$915,645UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$576,086TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$915,645TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$576,086TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$915,645TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$576,086TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$238,814ExcessRevenueOverExpensesAmt
Other Increases$100,745OtherIncreasesAmt
Subtotal$915,645SubtotalAmt
Tot Net Ast Or Fund Balances EOY$915,645TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3136.763 FIDELITY ADVISOR ENERGY CLASS TP2008-01-302013-05-03$124,994$147,470-$22,476-$22,476
10198.3 FIDELITY ADV GOV INCOMEP2008-11-132013-05-03$107,994$106,820$1,174$1,174
1578.615 FIDELITY ADV GROWTH OPPORTP2008-01-302013-05-03$74,994$56,839$18,155$18,155
7.547 T ROWE PRICE NEW INCOMEP2008-01-082013-05-03$72$69$3$3
.289 T ROWE PRICE NEW INCOMEP2013-01-012013-05-03$3$3
.077 T ROWE PRICE NEW INCOMEP2010-01-012013-05-03$1$1
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,144CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$60,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$557,224NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.10768DistributionYr1Rt
Adjusted Qlfy Distri Yr2$37,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$561,519NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06678DistributionYr2Rt
Adjusted Qlfy Distri Yr3$36,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$459,695NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07940DistributionYr3Rt
Adjusted Qlfy Distri Yr4$28,817AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$379,096NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07602DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$580,594NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04650DistributionYr5Rt
Total Distribution0.37638TotalDistributionRt
Average Distribution0.07528AverageDistributionRt
Net Vl Noncharitable Assets$715,520NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$53,861AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$405NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$54,266AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$48,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$810InvestmentIncomeExciseTaxAmt
Subtotal$810SubtotalAmt
Tax Based On Investment Income$810TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5EsPenaltyAmt
Tax Due$815TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1VICTORIA MUTHBusinessNameLine1

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111018 WAYCROFT WAYAddressLine1
CityROCKVILLECity
StateMDState
ZIP Code20852ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
NANCY S BEALL
44 BEALLS LANE BOX 219FROSTBURGMD21532President0.00$0
VICTORIA BEALL MUTH
11018 WAYCROFT WAYROCKVILLEMD20852Vice President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO PROVIDE UNRESTRICTED SUPPORT TO PUBLIC CHARITIES SELECTED AT THE DISCRETION OF THE PRIVATE FOUNDATION'S BOARD MEMBERS. 10 PUBLIC CHARITIES WERE SUPPORTED DURING THE YEAR.Description1Txt
Expenses1$48,500Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$695,888AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,528AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$726,416TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$726,416AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,896CashDeemedCharitableAmt
Net Vl Noncharitable Assets$715,520NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,776MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,500ExpensesAndContributionsAmt
Qualifying Distributions$48,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$48,500AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$6,365CurrentYearAmt
Year1$5,204Year1Amt
Year2$5,590Year2Amt
Year3$5,294Year3Amt
Total$22,453TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$5,410CurrentYearAmt
Year1$4,423Year1Amt
Year2$4,752Year2Amt
Year3$4,500Year3Amt
Total$19,085TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$48,500CurrentYearAmt
Year1$60,000Year1Amt
Year2$37,500Year2Amt
Year3$36,500Year3Amt
Total$182,500TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$48,500CurrentYearAmt
Year1$60,000Year1Amt
Year2$37,500Year2Amt
Year3$36,500Year3Amt
Total$182,500TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$23,851CurrentYearAmt
Year1$18,574Year1Amt
Year2$18,717Year2Amt
Year3$15,324Year3Amt
Total$76,466TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNANCY S BEALLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COUNTY UNITED WAY
PO BOX 307CUMBERLANDMD21502NONEUNRESTRICTED DONATION$2,500
THE MD SALEM CHILDRENS' TRUST
605 SALEM DRIVEFROSTBURGMD21532NONEUNRESTRICTED DONATION$10,500
ST JOHN'S EPISCOPAL CHURCH
52 BROADWAY STREETFROSTBURGMD21532NONEUNRESTRICTED DONATION$10,000
ALL SAINTS EPISCOPAL CHURCH
333 TARPON DRIVEFORT LAUDERDALEFL33301NONEUNRESTRICTED DONATION$2,000
ALLEGANY COLLEGE OF MD FOUNDATION I
12401 WILLOWBROOK ROAD SECUMBERLANDMD21502NONEUNRESTRICTED DONATION$2,500
THE FSU FOUNDATION INC
101 BRADDOCK ROADFROSTBURGMD21532NONEUNRESTRICTED DONATION$10,000
THE LEAGUE - A CHILDREN'S PLACE
12501 WILLOWBROOK RDCUMBERLANDMD21502NONEUNRESTRICTED DONATION$5,000
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403NONEUNRESTRICTED DONATION$2,500
US ASSOC OF FORMER MBRS OF CONGRESS
1401 K STREET NW SUITE 503WASHINGTONDC20005NONEUNRESTRICTED DONATION$2,000
JANE'S PLACE
26 GREENE STCUMBERLANDMD21502NONEUNRESTRICTED DONATION$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,345ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,118ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,144ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$37,339ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,339TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonNANCY S BEALLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line144 BEALLS LANEAddressLine1
CityFROSTBURGCity
StateMDState
ZIP Code21532ZIPCode
FieldValueIRS element (for citing)
Total Contributions$250,671TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$468Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$34,118RevenueAndExpensesPerBooksAmt
Net Investment Income$34,118NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN ON INVESTMENTSDescription
Amount$100,745Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt
Amt$203Amt