SWEET BAY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SWEET BAY FOUNDATION (EIN 33-0776397)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-30
- IRS object ID
- 202401219349100730
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-30T08:20:29-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330541034 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Haynie & Company CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4910 Campus Drive | AddressLine1Txt |
| City | Newport Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330776397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWEET BAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWEE | BusinessNameControlTxt |
| Phone | 9497863397 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 HALFMOON | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS T MOORE JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUIS T MOORE | PersonFirstNm |
| Person Last | JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | JEFF MCNERNEY | PreparerPersonNm |
| PTIN | P01500701 | PTIN |
| Phone | 9497241880 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $600,937 | 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 |
| Net Gain Sale Ast Rev And Expnss | -$2,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,233 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$2,155 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $448 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $224 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $224 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,320 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $274 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,231 | CashBOYAmt |
| Cash EOY | $15,178 | CashEOYAmt |
| Cash EOYFMV | $15,178 | CashEOYFMVAmt |
| Corporate Stock BOY | $522,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $585,759 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $585,759 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $562,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $600,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $600,937 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $562,894 | RetainedEarningBOYAmt |
| Retained Earning EOY | $600,937 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $562,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $600,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $562,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $600,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $562,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $91,516 | OtherIncreasesAmt |
| Subtotal | $600,937 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $600,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 61 SPDR S&P MIDCAP 400 ETF | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-13 | AcquiredDt |
| Sold | 2023-10-26 | SoldDt |
| Gross Sales Price | $26,233 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,388 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,155 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,155 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,155 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,155 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | LOUIS MOORE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9498927363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 HALFMOON | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LOUIS T MOORE JR | ||||||
| 20 HALFMOON | IRVINE | CA | 92614 | President | 5.00 | $6,000 |
| MARIANNA MOORE | ||||||
| 1127 11TH STREET | SANTA MONICA | CA | 90403 | Director | 2.00 | $2,000 |
| CHRISTOPHER HOUSEN | ||||||
| 3016 NE 69TH ST | VANCOUVER | WA | 98665 | Director | 2.00 | $0 |
| DAMIEN MOORE | ||||||
| 51 BRIDGEPORT ROAD | NEWPORT COAST | CA | 92657 | Director | 2.00 | $2,000 |
| TERESA EDMONDS | ||||||
| 2066 HISTORIC DECATUR RD | SAN DIEGO | CA | 92106 | Director | 2.00 | $2,000 |
| 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 | $562,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $584,979 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $584,979 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $576,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,810 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $28,810 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,810 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,810 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,774 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,774 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,400 | UndistributedIncomePYAmt |
| Qualifying Distributions | $35,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,400 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,374 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $21,436 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUIS T MOORE JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LOLOMA FOUNDATION | ||||||
| 549 ALBION STREET | SAN DIEGO | CA | 92106 | PC | UNDESIGNATED | $1,000 |
| LOYOLA HIGH SCHOOL | ||||||
| 1901 VENICE BLVD | LOS ANGELES | CA | 90006 | PC | UNDESIGNATED | $9,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||
| 1810 17TH STREET | SANTA ANA | CA | 92705 | PC | UNDESIGNATED | $2,250 |
| ST THERESE OF CARMEL CATHOLIC CHURC | ||||||
| 4355 DEL MAR TRAILS ROAD | SAN DIEGO | CA | 92130 | PC | UNDESIGNATED | $2,000 |
| ST CHARLES BORROMEO CATHOLIC CHURCH | ||||||
| 10800 MOORPARK STREET | NORTH HOLLYWOOD | CA | 91602 | PC | UNDESIGNATED | $2,000 |
| ST JOHN NEUMANN CHURCH | ||||||
| 5101 ALTON PKWY | IRVINE | CA | 92604 | PC | UNDESIGNATED | $4,000 |
| UNIVERSITY OF CALIFORNIA | ||||||
| 110 SPROUL HALL 5800 | BERKELEY | CA | 94720 | PC | UNDESIGNATED | $500 |
| UNIVERSITY OF VIRGINIA | ||||||
| PO BOX 400194 | CHARLOTTESVILLE | VA | 22904 | PC | UNDESIGNATED | $500 |
| PUPS WITHOUT BORDERS | ||||||
| 2108 OAK ST | LOS ANGELES | CA | 90007 | PC | UNDESIGNATED | $2,250 |
| SHAFRANSKI ART FOUNDATION | ||||||
| 130 E 4TH STREET | LOS ANGELES | CA | 90013 | PC | UNDESIGNATED | $2,250 |
| UCI FOUNDATION | ||||||
| 5141 CALIFORNIA SUITE 250 | IRVINE | CA | 92617 | PC | UNDESIGNATED | $5,000 |
| JOHN PAUL THE GREAT CATHOLIC UNIVER | ||||||
| 220 W GRAND AVE | ESCONDIDO | CA | 92025 | PC | UNDESIGNATED | $1,500 |
| PRINCE OF PEACE | ||||||
| 1421 W BALL ROAD | ANAHEIM | CA | 92802 | PC | UNDESIGNATED | $500 |
| ETERNAL WORD TELEVISION NETWORK | ||||||
| 5817 OLD LEADS ROAD | IRONDALE | AL | 35210 | PC | UNDESIGNATED | $500 |
| BEST BUDDIES INTERNATIONAL | ||||||
| 100 SOUTHEAST SECOND ST SUITE 2200 | MIAMI | FL | 33131 | PC | UNDESIGNATED | $2,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,155 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,155 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,155 | 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 | $3,320 | Amt |
| Net Investment Income | $3,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $448 | LegalFeesAmt |
| Net Investment Income | $224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $224 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST BOOK VALUE OF INVESTMENTS | Desc |
| Amt | $91,516 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEPARTMENT OF JUSTICE | CategoryTxt |
| Amt | $50 | Amt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |