MULLIN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MULLIN FAMILY FOUNDATION (EIN 45-4154698)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-15
- IRS object ID
- 202540749349100309
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-15T12:48:21-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222899290 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONATO HAYES & COMPANY CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 MAIN STREET | AddressLine1Txt |
| City | ALLENHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454154698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULLIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | BARBARA MULLIN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MULL | BusinessNameControlTxt |
| Phone | 7325315313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 803 RAYMERE AVENUE | AddressLine1Txt |
| City | OCEAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 077124282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA ANN MULLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7325315313 | PhoneNum |
| Signature | 2025-03-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M ARIA | PreparerPersonNm |
| PTIN | P00176758 | PTIN |
| Phone | 7325313388 | PhoneNum |
| Preparation | 2025-03-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,322,822 | 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 | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,639 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,824 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,032,325 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,598 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,171 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,171 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $263,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,456 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24,537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $177 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,537 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $177 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,645 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,096 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $162,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $284,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $284,641 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,847,067 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,818,721 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,038,181 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,009,717 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,103,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,322,822 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,009,717 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,103,362 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,009,717 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,103,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,009,717 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,103,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,009,717 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,645 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,103,362 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,103,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,598 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $585 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $585 | SubtotalAmt |
| Tax Based On Investment Income | $585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,235 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,235 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,650 | OverpaymentAmt |
| Applied To ES Tax | $5,650 | 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 | NJ | 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 |
| Individual With Books | BARBARA ANN MULLIN | IndividualWithBooksNm |
| Phone | 7325315313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 803 RAYMERE AVENUE | AddressLine1Txt |
| City | OCEAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07712 | ZIPCd |
| 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA ANN MULLIN | ||||||||
| 803 RAYMERE AVENUE | OCEAN | NJ | 07712 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| PATRICIA ANN MCLOUGHLIN | ||||||||
| 117 CORLIES AVENUE | ALLENHURST | NJ | 07711 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| CATHY ANN KEISER | ||||||||
| 28 BEACON DRIVE | COLTS NECK | NJ | 07722 | TREASURER | 000.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,954,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,068,749 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,068,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,022,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $585 | TotalTaxAmt |
| Distributable Before Adj | $150,551 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $150,551 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $150,551 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,677 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $145,677 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,551 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $3,451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $9,302 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,037 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,677 | QualifyingDistributionsAmt |
| Applied To Current Year | $145,677 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,874 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,874 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,916 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,916 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,879 | ExcessFromYear2Amt |
| Excess From Year1 | $4,037 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASBURY PARK MUSIC FOUNDATION | ||||||
| PO BOX 1396 | ASBURY PARK | NJ | 07712 | NONE | CHARITABLE CONTRIBUTION | $3,000 |
| BOCA HELPING HANDS | ||||||
| 1500 NS 1ST COURT | BOCA RATON | FL | 33432 | NONE | CHARITABLE CONTRIBUTION | $3,000 |
| CARE | ||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 303032440 | NONE | CHARITABLE CONTRIBUTION | $2,000 |
| COMMUNITY HOPE FUND (OCEAN TWP) | ||||||
| POB 263 | OAKHURST | NJ | 07755 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| DOMINICAN NUNS | ||||||
| 543 SPRINGFIELD AVE | SUMMITT | NJ | 07901 | NONE | CHARITABLE CONTRIBUTION | $5,000 |
| DR'S WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16 FLOOR | NEW YORK | NY | 10006 | NONE | CHARITABLE CONTRIBUTION | $7,000 |
| FOOD BANK - HILLSIDE | ||||||
| 31 EVANS TERMINAL RD 1 | HILLSIDE | NJ | 07205 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| FRIENDSHIP TRAIN FOUNDTION | ||||||
| 3600 ROUTE 66 SUITE 150 | NEPTUNE | NJ | 07753 | NONE | CHARITABLE CONTRIBUTION | $5,000 |
| FULFILL - NEPTUNE | ||||||
| 3300 ROUTE 66 | NEPTUNE | NJ | 07753 | NONE | CHARITABLE CONTRIBUTION | $15,000 |
| HABITAT FOR HUMANITY | ||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | NONE | CHARITABLE CONTRIBUTION | $2,500 |
| HEIFER INTERNATIONAL | ||||||
| PO BOX 6021 | ALBERT LEA | MN | 56007 | NONE | CHARITABLE CONTRIBUTION | $5,000 |
| HOMES FOR TROOPS | ||||||
| 6 MAIN ST | TAUTON | MA | 02780 | NONE | CHARITABLE CONTRIUTION | $8,000 |
| MANNA FOOD BANK | ||||||
| 627 SWANNANOA ROAD | ASHEVILLE | NC | 28805 | NONE | CHARITABLE CONTRIBUTION | $5,000 |
| MERCY SHIPS | ||||||
| PO BOX 1930 | LINDALE | TX | 75771 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| NEW HOPE GIRLS ACADEMY | ||||||
| 317 PINE LAKE COURT | SPARTANBURG | SC | 29301 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| NEWARK FRESH AIR FUND | ||||||
| 43 HILL ST | NEWARK | NJ | 07102 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| NEWARK HOLIDAY FUND | ||||||
| PO BOX 59 | NEWARK | NJ | 07101 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| OAK KNOLL | ||||||
| 44 BLACKBURN ROAD | SUMMIT | NJ | 07901 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| PROJECT HOPE | ||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | CHARITABLE CONTRIBUTION | $1,000 |
| RESEMONT COLLEGE - EXPERIENCE FUND | ||||||
| 1400 MONGOMERY AVE | ROSEMONT | PA | 19010 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| SCHOLARSHIP FUND INNER-CITY CHILDRE | ||||||
| 171 CLIFTON AVENUE | NEWARK | NJ | 07104 | NONE | CHARITABLE CONTRIBUTION | $9,000 |
| SEABROOK SCHOLARSHIP FUND | ||||||
| 3000 ESSEX ROAD | TINTON FALLS | NJ | 07753 | NONE | CHARITABLE CONTRIBUTION | $2,000 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| 800 OCEAN AVENUE | LONG BRANCH | NJ | 07740 | NONE | CHARITABLE CONTRIBUTION | $3,000 |
| THE CONSERVATION FUND | ||||||
| 1655 N FORT MYER DRIVE | ARLINGTON | VA | 22209 | NONE | CHARITABLE CONTRIBUTION | $4,000 |
| THE MISSION CONTINUES | ||||||
| 1141 SOUTH 7TH ST | ST LOUIS | MO | 63104 | NONE | CHARITABLE CONTRIBUTION | $3,000 |
| WHAT IF FOUNDATION | ||||||
| 1563 SOLANO AVE | BERKELEY | CA | 94707 | NONE | CHARITABLE CONTRIBUTION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $48 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,639 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,171 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $201,824 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $263,682 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $263,682 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| SECURITIES | PURCHASE | 2024-12 | $204,673 | $233,657 | -$28,984 |
| SECURITIES | PURCHASE | 2024-12 | $823,054 | $596,844 | $226,210 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS | StockNm |
| EOY Book Value | $1,818,721 | EOYBookValueAmt |
| EOYFMV | $3,038,181 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| FILING FEES | $31 | $31 | |
| FINANCIAL MANAGEMENT MEETINGS | $146 | $146 | |
| INVESTMENT EXPENSES | $24,360 | $24,360 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ENERGY TRANSFER | $3,825 | $3,825 |
| OTHER UBS 51846 | $346 | $346 |