STRATEGY STUDIO / PUBLIC DATA EXPLORER

STRONGE FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
STRONGE FAMILY FOUNDATION (EIN 41-2023746)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-18
IRS object ID
202641389349100414
Schema version
2025v4.0
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)
Return2026-05-18T09:34:35-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN821217631PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COPPER ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1777 LOWNDES HILL RD BLDG 2 102AddressLine1Txt
CityGREENVILLECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29607ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN412023746EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STRONGE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTROBusinessNameControlTxt
Phone8643139810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1238 MERRIFIELD DRIVEAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29615ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH POUPOREPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8643139810PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANA P GONZALEZ-SIMPSONPreparerPersonNm
PTINP02078425PTIN
Phone8643703737PhoneNum
Preparation2026-05-18PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,624,662FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$31,568DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,385DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$104,472NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$473,719GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$104,472CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$47OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$47OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$136,087TotalRevAndExpnssAmt
Total Net Invst Incm$135,904TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$6,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,100AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,148OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,148OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,426TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,626TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,103TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,103TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$21OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$28,798TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,774TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,228TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$78,682ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$78,682ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,480TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,774TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$87,910TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$28,607ExcessRevenueOverExpensesAmt
Net Investment Income$118,130NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,449CashBOYAmt
Cash EOY$25,110CashEOYAmt
Cash EOYFMV$25,110CashEOYFMVAmt
Corporate Stock BOY$1,522,557CorporateStockBOYAmt
Corporate Stock EOY$1,599,552CorporateStockEOYAmt
Corporate Stock EOYFMV$1,599,552CorporateStockEOYFMVAmt
Total Assets BOY$1,541,006TotalAssetsBOYAmt
Total Assets EOY$1,624,662TotalAssetsEOYAmt
Total Assets EOYFMV$1,624,662TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,541,006RetainedEarningBOYAmt
Retained Earning EOY$1,624,662RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,541,006TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,624,662TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,541,006TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,624,662TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,541,006TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$28,607ExcessRevenueOverExpensesAmt
Other Increases$55,049OtherIncreasesAmt
Subtotal$1,624,662SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,624,662TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY 043315 ST COVEREDP$31,772$32,314-$542-$542
MORGAN STANLEY 043315 LT COVEREDP$75,597$59,468$16,129$16,129
MORGAN STANLEY 043314 ST COVEREDP$49,560$50,651-$1,091-$1,091
MORGAN STANLEY 043314 LT COVEREDP$100,898$73,125$27,773$27,773
MORGAN STANLEY 043313 ST COVEREDP$3,401$3,723-$322-$322
MORGAN STANLEY 043313 LT COVEREDP$72,630$47,229$25,401$25,401
MORGAN STANLEY 043312 ST COVEREDP$11,143$12,129-$986-$986
MORGAN STANLEY 043312 LT COVEREDP$128,589$90,608$37,981$37,981
FieldValueIRS element (for citing)
Capital Gain Net Income$104,472CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,941NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,642InvestmentIncomeExciseTaxAmt
Subtotal$1,642SubtotalAmt
Tax Based On Investment Income$1,642TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$84EsPenaltyAmt
Tax Due$1,726TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksELIZABETH POUPOREIndividualWithBooksNm
Phone8643139810PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1239 MERRIFIELDAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29615ZIPCd
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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
WILLIAM STRONGE
10 PINE COLONY ROADFRANKLINNH03235VICE PRESIDE2.00$1,000$0$0
LAURA STRONGE
209 CHAMBLEE BLVDGREENVILLESC29615MEMBER1.00$1,000$0$0
ELIZABETH POUPORE
238 MERRIFIELD DRIVEGREENVILLESC29615PRESIDENT1.00$1,000$0$0
NIC POUPORE
418 MEADOW GROVE WAYCHARLESTONSC29412MEMBER1.00$1,000$0$0
DEVIN STRONGE
65 FRANKLIN STREETALLSTONMA02134SECRETARY1.00$1,000$0$0APT 19
AARON STRONGE
15 SUMMER STREETIPSWICHMA01938MEMBER1.00$1,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,576,629AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,072AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,612,701TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,612,701AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,191CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,588,510NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,426MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,426MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,642TaxBasedOnInvestmentIncomeAmt
Total Tax$1,642TotalTaxAmt
Distributable Before Adj$77,784DistributableBeforeAdjAmt
Distributable Before Ded$77,784DistributableBeforeDedAmt
Distributable As Adjusted$77,784DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,910ExpensesAndContributionsAmt
Qualifying Distributions$87,910QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,784DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$15,467ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$61,059ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,884ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,851ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,753ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$126,014TotalExcessDistributionCyovAmt
Qualifying Distributions$87,910QualifyingDistributionsAmt
Applied To Current Year$77,784AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,126RemainingDistriFromCorpusAmt
Total Corpus$136,140TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,467ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$120,673ExcessDistriCyovToNextYrAmt
Excess From Year4$61,059ExcessFromYear4Amt
Excess From Year3$30,884ExcessFromYear3Amt
Excess From Year2$11,851ExcessFromYear2Amt
Excess From Year1$6,753ExcessFromYear1Amt
Excess From Current Year$10,126ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELIZABETH POUPORERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1238 MERRIFIELD DRIVEAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29615ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8643139810RecipientPhoneNum
Recipient Email AddressELIZABETHPOUPORE@GMAIL.COMRecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHILDREN'S HAVEN
20 MARTIN DRIVEGREENVILLESC29617PCSOCIAL SERVICES$3,000
JASMINE ROAD
PO BOX 25452GREENVILLESC29616PCSOCIAL SERVICES$4,000
CROHN'S FOUNDATION
733 THIRD AVENUENEW YORKNY10017PCSOCIAL SERVICES$1,000SUITE 510
SERVICE DOGS FOR VETS
109 WOODRUFF INDUSTRIAL LGREENVILLESC29607PCSOCIAL SERVICES$2,000
HARVEST HOPE
2818 WHITE HORSE ROADGREENVILLESC29611PCSOCIAL SERVICES$2,000
IZZIE'S POND
335 ROSS ROADLIBERTYSC29657PCSOCIAL SERVICES$1,115
RAILS TO TRAILS
2121 WARD COURT NW 5TH FLWASHINGTONDC20037PCSOCIAL SERVICES$4,000
DONORSCHOSE
134 W 37TH STNEW YORKNY10018PCSOCIAL SERVICES$2,107
HARVEST HOPE
2818 WHITE HORSE ROADGREENVILLESC29611PCSOCIAL SERVICES$2,000
GREENVILE TECH FOUNDATION
556 PERRY AVE SUITE B 110GREENVILLESC29611PCSOCIAL SERVICES$5,000
FHS SCHOLARSHIP
PO BOX 431FREEPORTME04032PCSOCIAL SERVICES$5,000
CROHN'S FOUNDATION
733 THIRD AVENUENEW YORKNY10017PCSOCIAL SERVICES$2,000SUITE 510
TWIN RIVERS FOOD PANTRY
2 CENTRAL STRETTFRANKLINNH03235PCSOCIAL SERVICES$3,115
ONE GOAL
1145 BARRY AVE APT 103LOS ANGELESCA90049PCSOCIAL SERVICES$3,000
PARTNERS IN HEALTH
712 GROVE ROADGREENVILLESC29605PCSOCIAL SERVICES$13,115
TRUSTEE OF RESERVATIONS
200 HIGH ST 4TH FLOORBOSTONMA02110PCSOCIAL SERVICES$3,000
IPSWITCH REFUGEE PROGRAM
PO BOX 285IPSWICHMA01938PCSOCIAL SERVICES$3,115
FREEDOM TO READ
225 N MICHIGAN AVECHICAGOIL60601PCSOCIAL SERVICES$4,000STE 1300
IMADA
3100 DUNDEE RD SUITE 707NORTHBROOKIL60062PCSOCIAL SERVICES$3,000
JOYFUL HEART
320 7TH AVENUE 161BROOKLYNNY11215PCSOCIAL SERVICES$5,000
HEADING HOME
186 MASSACHUSETTS AVENUEBOSTONMA02115PCSOCIAL SERVICES$5,000
INTERNATIONAL INSTITUTE OF NEW ENGL
2 BOYLSTON ST 3RD FLOORBOSTONMA02116PCSOCIAL SERVICES$3,115
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$78,682TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,568ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$104,472ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$136,087ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$136,087TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$2,100Amt
Disbursements Charitable Prps$2,100DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$1,599,552EOYBookValueAmt
EOYFMV$1,599,552EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FEES AND PENALTIES$21

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Revenue And Expenses Per Books$47RevenueAndExpensesPerBooksAmt
Net Investment Income$47NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$55,049Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$16,148Amt
Net Investment Income$16,148NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,626$1,626
FEDERAL TAXES$1,775
MN REGISTRATION FEE$25$25