EVANS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EVANS FOUNDATION (EIN 13-3178754)
- Tax period
- 2013-02-01 to 2014-01-31
- Filed
- 2014-06-09
- IRS object ID
- 201411609349100011
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-09T12:19:45-07:00 | ReturnTs |
| Tax Period End | 2014-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald F Tonge C P A | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3211 Edgmont Ave | AddressLine1 |
| City | Brookhaven | City |
| State | PA | State |
| ZIP Code | 19015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133178754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evans Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAN | BusinessNameControlTxt |
| Phone | 6105665800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Olive Street PO Box 258 | AddressLine1 |
| City | Media | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN SEITS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6105665800 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD F TONGE | PreparerPersonNm |
| Phone | 6108726187 | PhoneNum |
| Preparation | 2014-06-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,106,002 | 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 | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,338 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,355 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,496 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,397 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,099 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $188 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $48,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,599 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,580 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,580 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,179 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,560 | CashBOYAmt |
| Other Investments BOY | $809,315 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $826,466 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,106,002 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,500 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $0 | LandEOYAmt |
| Total Assets BOY | $836,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $826,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,106,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $836,875 | UnrestrictedBOYAmt |
| Unrestricted EOY | $826,466 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $836,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $826,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $836,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $826,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $836,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,000 | OtherIncreasesAmt |
| Subtotal | $826,466 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $826,466 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,146 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $827,405 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.024348 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,089 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $811,543 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049398 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,705 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $866,958 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034263 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,975 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $819,554 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040235 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $92,555 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,307,918 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070765 | DistributionYr5Rt |
| Total Distribution | 0.219009 | TotalDistributionRt |
| Average Distribution | 0.043802 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,075,437 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,106 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,179 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $220 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $220 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$220 | OriginalReturnOverpaymentAmt |
| Overpayment | $220 | OverpaymentAmt |
| Applied To ES Tax | $220 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MEGAN ZAVAWSKI | IndividualWithBooksNm |
| Phone | 6105665800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Olive Street PO Box 258 | AddressLine1 |
| City | Media | City |
| State | PA | State |
| ZIP Code | 19063 | ZIPCode |
| 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEVIN P SEITS | ||||||||
| 225 North Olive Street PO Box 258 | Media | PA | 19063 | President | 1.00 | $10,000 | $0 | $0 |
| MEGAN E ZAVAWSKI | ||||||||
| 225 North Olive Street PO Box 258 | Media | PA | 19063 | V President | 1.00 | $15,000 | $0 | $0 |
| JOY BRENNAN | ||||||||
| 225 North Olive Street PO Box 258 | Media | PA | 19063 | Director | 1.00 | $2,500 | $0 | $0 |
| KELLI CZAJKOWSKI | ||||||||
| 1495 Argyle Road | Berwyn | PA | 19312 | Director | 1.00 | $2,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,068,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,500 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,091,814 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,091,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,075,437 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,772 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $53,772 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,772 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,772 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,179 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,179 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $29,179 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,772 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,281 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $20,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,179 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,146 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,146 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,146 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,146 | TotalCorpusAmt |
| Taxable2 | $1,281 | Taxable2Amt |
| Undistributed Income CY | $24,593 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,146 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $20,146 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Starfinder Foundation | ||||||
| 4105 Main Street | Philadelphia | PA | 19147 | Unknown | None Specified | $5,000 |
| American Heart Association | ||||||
| 7272 Greenville Avenue | Dalas | TX | 75231 | Unknown | None Specified | $75 |
| Avalon Recreation Dept | ||||||
| 8th Street | Avalon | NJ | 08202 | Unknown | None Specified | $3,000 |
| Gettysburg College | ||||||
| College Campus | Gettysburg | PA | 17325 | Unknown | None Specified | $500 |
| Sea Isle Recreation Dept | ||||||
| PO Box 1 | Sea Isle City | NJ | 08243 | Unknown | None Specified | $1,000 |
| Radnor Education Foundation | ||||||
| 354 W Lancaster Ave | Radnor | PA | 19131 | Unknown | None Specified | $675 |
| St Josephs University | ||||||
| 5400 City Line Ave | Philadelphia | PA | 19131 | Unknown | None Specified | $50 |
| The Haverford School | ||||||
| 450 Lancaster Avenue | Haverford | PA | 19041 | Unknown | None Specified | $2,600 |
| Miscellaneous | ||||||
| Various | Various | PA | 00000 | Unknown | None Specified | $605 |
| West Chester School District | ||||||
| Rustin High School | West Chester | PA | 00000 | Unknown | General Fund | $6,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,580 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,338 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,355 | 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 | Donald F. Tonge Tax Return Preparation | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Raymond James | $250,000 | $269,662 |
| Pershing Advisors | $576,466 | $836,340 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $2,500 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,500 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | James Brennan Legal Fee | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Valuation adjustment | Description |
| Amount | $30,000 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Raymond James Management Fees | $2,286 | $457 |
| Pershing Co Management Fees | $8,210 | $1,642 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $188 | Amt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |