STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERT J AND DEBORAH A CHALFIN FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ROBERT J AND DEBORAH A CHALFIN FAMILY FOUNDATION INC (EIN 20-0488649)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-09-05
IRS object ID
201402489349100005
Schema version
2013v3.1
Note
A later return for the same period supersedes this one.
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)
Return2014-09-05T10:20:16-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Robert J Chalfin PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line146 Bridge StreetAddressLine1
CityMetuchenCity
StateNJState
ZIP Code08840ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200488649EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT J AND DEBORAH A CHALFINBusinessNameLine1
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone7323211099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 BRIDGE STREETAddressLine1
CityMETUCHENCity
StateNJState
ZIP Code08840ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobert J ChalfinPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-09-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul M Gazaleh CPAPreparerPersonNm
PTINP00232244PTIN
Phone7323211414PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$106,011FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,421ContriRcvdRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Net Invst Incm$917DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,169NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$27,047GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,169CapGainNetIncmNetInvstIncmAmt
Other Income Net Invst Incm-$33OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$21,590TotalRevAndExpnssAmt
Total Net Invst Incm$5,056TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$247OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$247OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$247OtherProfFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$1,342OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$1,342OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,589TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$247TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,589TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,786ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,786ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,375TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$247TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,589TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$29,786TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,785ExcessRevenueOverExpensesAmt
Net Investment Income$4,809NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,913CashBOYAmt
Cash EOY$3,051CashEOYAmt
Cash EOYFMV$3,051CashEOYFMVAmt
Sav And Temp Cash Invst BOY$83,650SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$102,960SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$102,960SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$112,563TotalAssetsBOYAmt
Total Assets EOY$106,011TotalAssetsEOYAmt
Total Assets EOYFMV$106,011TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$112,563CapitalStockBOYAmt
Capital Stock EOY$106,011CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$112,563TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$106,011TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$112,563TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$106,011TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$112,563TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,785ExcessRevenueOverExpensesAmt
Other Increases$3,233OtherIncreasesAmt
Subtotal$106,011SubtotalAmt
Tot Net Ast Or Fund Balances EOY$106,011TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmt
Capital Gain Dividends
$4,630
FieldValueIRS element (for citing)
Capital Gain Net Income$4,169CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$441NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$20,705AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,535NetVlNoncharitableAssetsYr1Amt
Distribution Yr15.85714DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,457AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$6,100AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$6,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$85,222NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07040DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,881AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$113,427NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04303DistributionYr5Rt
Total Distribution5.97058TotalDistributionRt
Average Distribution1.19412AverageDistributionRt
Net Vl Noncharitable Assets$107,648NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$128,544AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$48NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$128,592AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,786QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$96InvestmentIncomeExciseTaxAmt
Subtotal$96SubtotalAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$96TotalPaymentsAndCreditsAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 Line1Robert J ChalfinBusinessNameLine1
FieldValueIRS element (for citing)
Phone7323211099PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line145 Bridge StreetAddressLine1
CityMetuchenCity
StateNJState
ZIP Code088401504ZIPCode
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 (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT J CHALFIN
83 CLARENDON COURTMETUCHENNJ08840President1.00$0
DEBORAH A CHALFIN
83 CLARENDON CTMETUCHENNJ08840Secretary1.00$0
RISA CHALFIN
83 CLARENDON COURTMETUCHENNJ08840Trustee0.00$0
BENJAMIN CHALFIN
83 CLARENDON COURTMETUCHENNJ08840Trustee0.00$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)
Description1EducationDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$109,287AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$109,287TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$109,287AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,639CashDeemedCharitableAmt
Net Vl Noncharitable Assets$107,648NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,382MinimumInvestmentReturnAmt

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$29,786ExpensesAndContributionsAmt
Qualifying Distributions$29,786QualifyingDistributionsAmt
Adjusted Qualifying Distri$29,786AdjustedQualifyingDistriAmt

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$0CurrentYearAmt
Year1$177Year1Amt
Total$177TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year1$150Year1Amt
Total$150TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$29,786CurrentYearAmt
Year1$20,711Year1Amt
Year2$7,475Year2Amt
Year3$6,100Year3Amt
Total$64,072TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$29,786CurrentYearAmt
Year1$20,711Year1Amt
Year2$7,475Year2Amt
Year3$6,100Year3Amt
Total$64,072TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$106,011CurrentYearAmt
Year1$80,563Year1Amt
Total$186,574TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$106,011CurrentYearAmt
Year1$80,563Year1Amt
Total$186,574TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT J CHALFINContributingManagerNm
Contributing ManagerDEBORAH A CHALFINContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE R J AND D A CHALFIN FAMILY FOUNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line145 BRIDGE STREETAddressLine1
CityMETUCHENCity
StateNJState
ZIP Code08840ZIPCode
FieldValueIRS element (for citing)
Recipient Phone7323211099RecipientPhoneNum
Form And Info And Materialshttp://www.chalfin.com/foundation/FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsSubject to discretion of Board of Trustees.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
METUCHEN LITTLE LEAGUE-BUDDY BALL
20 HALE COURTMETUCHENNJ08840INDEPENDENTPUBLICIN SUPPORT OF COMMUNITY$300
ELIZABETH BARAN
75 ROSE STREETMETUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$1,000
REBECCA GRAHAM
12B REDFIELD VLG APT 1METUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$1,000
AUTISM SPEAKS
PO BOX 26402LEHIGH VALLEYPA18002INDEPENDENTPUBLICGIFT IN HONOR$100
TARA ALI-KHAN
15 OHIO AVENUEMETUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$1,000
JENNA SEDLACK
429 MIDLAND AVENUEMETUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$750
JAKE SILVERMAN
51 BEACON HILL DRIVEMETUCHENNJ08840INDEPENDENTINDIVIDUAIN SUPPORT OF EDUCATION$250
THE GRIEF PROJECT
293 CENTRAL PARK WEST SUITE 1BNEW YORKNY10024INDEPENDENTPUBLICGIFT IN HONOR$100
JCF SUPPORT FUND
1301 SPRINGDALE ROADCHERRY HILLNJ08003INDEPENDENTPUBLICIN SUPPORT OF COMMUNITY$36
HOSPICE MARION COUNTY
PO BOX 4860OCALAFL34478INDEPENDENTPUBLICIN MEMORY OF DECEASED$100
CENTRAL JERSEY SPINAL CORD ASSOCIAT
19 JEFFERSON AVENEW BRUNSWICKNJ08901INDEPENDENTPUBLICIN SUPPORT OF COMMUNITY$50
TUSCANY HOUSE HOSPICE
17395 SE 109TH TERRACE ROADSUMMERFIELDFL34491INDEPENDENTPUBLICIN MEMORY OF DECEASED$100
TRUSTEES OF UNIVERSITY OF PENNSYLVA
3451 WALNUT STREETPHILADELPHIAPA19104INDEPENDENTPUBLICIN SUPPORT OF EDUCATION$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,786TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,169RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,169RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,169TotalIncomeProducingActyAmt

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 PersonRobert and Deborah ChalfinContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line183 Clarendon CourtAddressLine1
CityMetuchenCity
StateNJState
ZIP Code08840ZIPCode
FieldValueIRS element (for citing)
Total Contributions$16,921TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,523 SH OF FNB CORPORATIONDONATED ON JUNE 17, 2013 AT $11.11 PER SHARENoncashPropertyDesc
Fair Market Value$16,921FairMarketValueAmt
Received2013-06-17ReceivedDt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Filing Fee$25$25
Special Event Expenses$1,317$1,317

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Advisory FeesCategoryTxt
Amt$247Amt
Net Investment Income$247NetInvestmentIncomeAmt
Adjusted Net Income$247AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt