STEWART CELLERS FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STEWART CELLERS FOUNDATION INC (EIN 83-0336987)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-14
- IRS object ID
- 201421959349100707
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-14T10:28:34-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dooley and Jelly CPAs | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 293 South Main Street | AddressLine1 |
| City | Buffalo | City |
| State | WY | State |
| ZIP Code | 828341826 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830336987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART CELLERS FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 3074682702 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 373 | AddressLine1 |
| City | Upton | City |
| State | WY | State |
| ZIP Code | 82730 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Diana I White | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracey Jelly | PreparerPersonNm |
| PTIN | P00239536 | PTIN |
| Phone | 3076845519 | PhoneNum |
| 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 | $1,548,661 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,319 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $307,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,394 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,234 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $38,194 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,194 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $112,926 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,926 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,234 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $14,013 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $14,013 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,220 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,221 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,221 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,841 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,879 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,662 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $217 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,883 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,112 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,112 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,883 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,043 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,234 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,076 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,771 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,771 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,197,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,110,622 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,223,219 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $189,401 | OtherAssetsBOYAmt |
| Other Assets EOY | $183,671 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $183,671 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,431,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,436,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,548,661 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $1,150 | DeferredRevenueEOYAmt |
| Total Liabilities EOY | $1,150 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,431,274 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,434,914 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,431,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,434,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,431,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,436,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,431,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,640 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,434,914 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,434,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST Proceeds Covered | P | 2013-01-01 | 2013-12-31 | $67,435 | $63,201 | $4,234 | $4,234 |
| LT Proceeds Covered | P | 2010-01-01 | 2013-12-31 | $229,996 | $199,868 | $30,128 | $30,128 |
| FIB Capital Gains Distributions | P | 2010-01-01 | 2013-12-31 | $10,032 | $10,032 | $10,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,394 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,234 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,034 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,312,141 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04652 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,856 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,257,314 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00863 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,460 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $334,876 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02825 | DistributionYr3Rt |
| Total Distribution | 0.08340 | TotalDistributionRt |
| Average Distribution | 0.02780 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,480,908 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $41,168 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $900 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,068 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,562 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $900 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $900 | SubtotalAmt |
| Tax Based On Investment Income | $900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,300 | OverpaymentAmt |
| Applied To ES Tax | $3,300 | 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 |
| 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 | WY | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Diana L White | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3074682702 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 373 | AddressLine1 |
| City | Upton | City |
| State | WY | State |
| ZIP Code | 82730 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Diana White | ||||||
| PO Box 373 | Upton | WY | 82730 | Trustee | 0.25 | $0 |
| Judy Ludeman | ||||||
| PO Box 286 | Upton | WY | 82730 | Trustee | 0.25 | $0 |
| Liane Sewell | ||||||
| PO Box 358 | Upton | WY | 82730 | Trustee | 0.25 | $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 | $1,319,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $183,671 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,503,460 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,503,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,480,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,045 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,045 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $900 | TotalTaxAmt |
| Distributable Before Adj | $73,145 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $73,145 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $73,145 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,562 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $78,562 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $900 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,662 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,145 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,200 | UndistributedIncomePYAmt |
| Qualifying Distributions | $78,562 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,200 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,362 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $53,783 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Brylee Streeter | |||||||
| PO Box 191 | Kaycee | WY | 82834 | none | none | College Scholarship | $13,579 |
| Casper College | |||||||
| 125 College Drive | Casper | WY | 82601 | none | none | Tuition and School Expenses | $10,344 |
| University of Wyoming | |||||||
| 1000 E University Ave | Laramie | WY | 82071 | none | none | Tuition and School Expenses | $25,231 |
| Town of Upton Wyoming | |||||||
| 725 2nd Street | Upton | WY | 82730 | none | none | Operating Expenses | $8,000 |
| Sheridan College | |||||||
| 3059 Coffeen Ave | Sheridan | WY | 82801 | none | none | Tuition and School Expenses | $5,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,112 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,319 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $38,194 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,394 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,532 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,394 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,926 | 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 | $1,220 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,220 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $14,013 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,013 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Mineral Interest | Desc |
| BOY Book Value | $189,401 | BOYBookValueAmt |
| EOY Book Value | $183,671 | EOYBookValueAmt |
| EOYFMV | $183,671 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank Fees | $73 | $73 | |
| Filing Fees | $25 | $25 | |
| Foreign Taxes | $60 | $60 | |
| Oil Royalty Production Expenses | $5,729 | $5,729 | |
| Royalty Expenses | $4,754 | $4,754 | |
| Supplies | $238 | $119 | $119 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $38,194 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,194 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $12,221 | Amt |
| Net Investment Income | $12,221 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $7,841 | Amt |