THE MADDREY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MADDREY FOUNDATION (EIN 57-6125748)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349103442
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T15:18:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570381582 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLIOTT DAVIS LLCPLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MOREHEAD STREET SUITE 700 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 | 576125748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MADDREY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MADD | BusinessNameControlTxt |
| Phone | 8642328301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CRESCENT AVENUE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E ERWIN MADDREY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8642328301 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E | PersonFirstNm |
| Person Last | ERWIN MADDREY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043338881 | PhoneNum |
| Preparation | 2024-04-15 | PreparationDt |
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 |
| 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 | $2,127,091 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $138,374 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,831 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,831 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,625 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $770,050 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,761 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $188,591 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,217 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,864 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,864 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $594 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $594 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,458 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $188,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $188,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,858 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,458 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,759 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $36,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,202 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,202 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,333,536 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,447,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,813,625 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $403,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $288,705 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $289,264 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,773,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,760,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,127,091 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,616,746 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,616,746 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $156,565 | RetainedEarningBOYAmt |
| Retained Earning EOY | $143,319 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,773,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,760,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,773,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,760,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,773,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,021 | OtherIncreasesAmt |
| Subtotal | $1,760,065 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,760,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS ACCOUNT 20119 | P | $139,954 | $148,618 | -$8,664 | -$8,664 |
| UBS ACCOUNT 20119 | P | $619,973 | $618,671 | $1,302 | $1,302 |
| CAPITAL GAINS DIVIDENDS | P | $10,123 | $10,123 | $10,123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,761 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $469 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $469 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $469 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,392 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,392 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,923 | OverpaymentAmt |
| Applied To ES Tax | $3,923 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MR AND MRS ERWIN MADDREY II | IndividualWithBooksNm |
| Phone | 8642328301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 CRESCENT AVE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| E ERWIN MADDREY II | ||||||||
| 201 CRESCENT AVENUE | GREENVILLE | SC | 29605 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| NANCY B MADDREY | ||||||||
| 201 CRESCENT AVENUE | GREENVILLE | SC | 29605 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| EDWIN ERWIN MADDREY III | ||||||||
| 201 CRESCENT AVENUE | GREENVILLE | SC | 29605 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ALEXANDER SMITH MADDREY | ||||||||
| 201 CRESCENT AVENUE | GREENVILLE | SC | 29605 | TRUSTEE | 5.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,037,878 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,081,174 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,081,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,049,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $469 | TotalTaxAmt |
| Distributable Before Adj | $102,029 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,029 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,029 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $190,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,029 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $63,649 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,336 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,678 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $161,085 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $91,828 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $425,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,029 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,371 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $513,947 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $63,649 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $450,298 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,336 | ExcessFromYear4Amt |
| Excess From Year3 | $49,678 | ExcessFromYear3Amt |
| Excess From Year2 | $161,085 | ExcessFromYear2Amt |
| Excess From Year1 | $91,828 | ExcessFromYear1Amt |
| Excess From Current Year | $88,371 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E ERWIN MADDREY II | ContributingManagerNm |
| Contributing Manager | NANCY B MADDREY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABUNDANCE CAPITAL | |||||||
| 121 TRAFALGAR RD | GREENVILLE | SC | 29617 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| ALL-IN TO FIGHT CANCER | |||||||
| 1431 W MOREHEAD ST | CHARLOTTE | NC | 28208 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| AMERICAN HEART ASSN - MID-ATLANTIC AFFILIATE | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| AMERICAN RED CROSS | |||||||
| 940 GROVE ROAD | GREENVILLE | SC | 29605 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| APPARO | |||||||
| 1117 E MOREHEAD STREET | CHARLOTTE | NC | 28204 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $300 |
| ARTS & SCIENCE COUNCIL CHARLOTTE MECKLENBURG INC | |||||||
| 222 S CHURCH ST STE 300 | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $300 |
| BECHTLER MUSEUM OF MODERN ART | |||||||
| 420 S TRYON ST | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $150 |
| BFB FOUNDATION | |||||||
| 4250 CONGRESS ST | CHARLOTTE | NC | 28209 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $200 |
| BON SECOURS ST FRANCIS HEALTH SYSTEM INC | |||||||
| 1 SAINT FRANCIS DR | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| CANCER SOCIETY OF GREENVILLE COUNTY | |||||||
| 113 MILLS AVENUE | GREENVILLE | SC | 29605 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| CAPITA SOCIAL INC | |||||||
| 100 W WASHINGTON STREET SUITE 200 | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| CAROLINA YOUTH SYMPHONY | |||||||
| PO BOX 534 | GREENVILLE | SC | 29602 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| CHARLOTTE COUNTY DAY SCHOOL | |||||||
| 1440 CARMEL RD | CHARLOTTE | NC | 28226 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| CHRIST CHURCH EPISCOPAL SCHOOL | |||||||
| 245 CAVALIER DRIVE | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| COMMUNITY BUILDING INITIATIVE | |||||||
| 601 E 5TH ST 460 | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| COMMUNITY FOUNDATION OF GREENVILLE | |||||||
| 630 E WASHINGTON STREET STE A | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| CONSERVATION VOTERS OF SOUTH CAROLINA | |||||||
| PO BOX 50632 | COLUMBIA | SC | 29250 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| DAVIDSON COLLEGE | |||||||
| DAVIDSON COLLEGE | DAVIDSON | NC | 28035 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $25,400 |
| ETV ENDOWMENT | |||||||
| 401 E KENNEDY STREET STE B-1 | SPARTANBURG | SC | 29302 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 200 W WASHINGTON STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| FLAT ROCK PLAYHOUSE | |||||||
| PO BOX 310 | FLAT ROCK | NC | 28731 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| FRIENDS OF DUPONT FOREST | |||||||
| PO BOX 218 | HENDERSONVILLE | NC | 28739 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| FRIENDS OF THE REEDY RIVER | |||||||
| PO BOX 9351 | GREENVILLE | SC | 29604 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| FRIENDS OF THE SMITHSONIAN | |||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 20013 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $15,000 |
| GOVERNOR'S SCHOOL FOR THE ARTS FOUNDATION | |||||||
| PO BOX 8458 | GREENVILLE | SC | 29604 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| GREENVILLE CHAUTAUQUA SOCIETY | |||||||
| 943 RUTHERFORD ROAD | GREENVILLE | SC | 29609 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| GREENVILLE COUNTY MUSEUM OF ART | |||||||
| 420 COLLEGE STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 |
| GREENVILLE COUNTY SCHOOL FOUNDATION | |||||||
| 301 E CAMPERDOWN WAY | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| GREENVILLE PARTNERSHIP FOR PHILANTHROPY | |||||||
| 110 EDINBURGH COURT SUITE A | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| GREENVILLE SYMPHONY | |||||||
| 200 MAIN STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| GREENVILLE TECHNICAL COLLEGE FOUNDATION | |||||||
| MAIL STOP 6002 P O BOX 5616 | GREENVILLE | SC | 29606 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 209 S SUMTER STREET | COLUMBIA | SC | 29201 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| HENDERSON COUNTY RESCUE SQUAD | |||||||
| PO BOX 1729 | HENDERSONVILLE | NC | 28793 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| HISPANIC ALLIANCE | |||||||
| PO BOX 17934 | GREENVILLE | SC | 29606 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| HOMES OF HOPE | |||||||
| 3 DUNEAN ST | GREENVILLE | SC | 29611 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| INSTITUTE FOR CHILD SUCCESS | |||||||
| 102 EDINBURGH COURT | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $2,000 |
| INSTITUTE FOR TRUTH IN ACCOUNTING | |||||||
| PO BOX 580 | GLENCOE | IL | 60022 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| INTERNATIONAL AFRICAN AMERICAN MUSEUM | |||||||
| 25 CALHOUN STREET NO 320 | CHARLESTON | SC | 29401 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 |
| LAKE SUMMIT FOUNDATION | |||||||
| 15 WESTMINSTER COURT | HENDERSONVILLE | NC | 28739 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| LEGACY ADVANCEMENT | |||||||
| 104 BROADUS AVENUE | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| MCCOLL CENTER FOR ART INNOVATION | |||||||
| 721 N TRYON ST | CHARLOTTE | NC | 28202 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $150 |
| MDC INC | |||||||
| 307 WEST MAIN STREET | DURHAM | NC | 27701 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| MEALS ON WHEELS | |||||||
| 15 OREGON STREET | GREENVILLE | SC | 29605 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| METROPOLITAN ARTS COUNCIL | |||||||
| 16 AUGUSTA STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| MILL VILLAGE MINISTRIES | |||||||
| 1186 PENDLETON STREET | GREENVILLE | SC | 29611 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| MINT MUSEUM OF ART | |||||||
| 2730 RANDOLPH ROAD | CHARLOTTE | NC | 28207 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $150 |
| MUDDY SNEAKERS | |||||||
| PO BOX 146 | BREVARD | NC | 28712 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BLVD SUITE 200-B | SAN RAFAEL | CA | 94903 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| NATURALAND TRUST | |||||||
| PO BOX 728 | GREENVILLE | SC | 29602 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| NATURE CONSERVANCY - SC CHAPTER | |||||||
| 801 GERVAIS STREET STE 202 | COLUMBIA | SC | 29201 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| NORTH CAROLINA OUTWARD BOUND SCHOOL | |||||||
| 2582 RICEVILLE ROAD | ASHEVILLE | NC | 28805 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $500 |
| PALMETTO PROJECT | |||||||
| 1031 CHUCK DAWLEY BLVD STE 5 | MT PLEASANT | SC | 29464 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| PBS- NORTH CAROLINA | |||||||
| 10 UNC-TV DRIVE | RESEARCH TRIANGLE | NC | 27709 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| PEACE CENTER | |||||||
| 101 W BROAD STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 |
| PUBLIC EDUCATION PARTNERS | |||||||
| 225 S PLEASANTBURG DR STE B1 | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $12,500 |
| SC ENVIROMENTAL LAW PROJECT | |||||||
| PO BOX 1380 | PAWLEYS ISLAND | SC | 29585 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| SC INDEPENDENT COLLEGES & UNIVERSITIES | |||||||
| PO BOX 12007 | COLUMBIA | SC | 29211 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| SOUTH CAROLINA CHILDREN'S THEATRE | |||||||
| PO BOX 9340 | GREENVILLE | SC | 29604 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| SPARTANBURG REGIONAL FOUNDATION | |||||||
| 101 EAST WOOD STREET | SPARTANBURG | SC | 29303 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| TEN AT THE TOP | |||||||
| 150 EXECUTIVE CENTER DR 202 | GREENVILLE | SC | 29615 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 |
| THE LIGHT FACTORY | |||||||
| 1817 CENTRAL AVENUE | CHARLOTTE | NC | 28205 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $200 |
| TREES UPSTATE | |||||||
| PO BOX 9232 | GREENVILLE | SC | 29604 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| UNITED MINISTRIES | |||||||
| 606 PENDLETON STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $5,000 |
| UNITED WAY | |||||||
| 105 EDINBURGH CT | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $2,400 |
| UNIVERSITY OF TENNESSEE | |||||||
| THE UNIVERSITY OF TENNESSEE | KNOXVILLE | TN | 37996 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 |
| UNIVERSITY OF THE SOUTH | |||||||
| 735 UNIVERSITY AVE | SEWANEE | TN | 37383 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $2,500 |
| UPSTATE FOREVER | |||||||
| PO BOX 2308 | GREENVILLE | SC | 29602 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $10,000 |
| URBAN LEAGUE OF THE UPSTATE | |||||||
| 15 REGENCY HILL DR | GREENVILLE | SC | 29607 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| VIRGINIA EPISCOPAL SCHOOL | |||||||
| 400 VIRGINIA EPISCOPAL SCHOOL | LYNCHBURG | VA | 24503 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,250 |
| WDAV | |||||||
| DAVIDSON COLLEGE BOX 8990 | DAVIDSON | NC | 28035 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $100 |
| WFAE | |||||||
| 8801 JM KEYNES DRIVE SUITE 91 | CHARLOTTE | NC | 28262 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $200 |
| WILD ACRES LEADERSHIP INITIATIVE | |||||||
| 1565 WILDACRES ROAD PO BOX 280 | LITTLE SWITZERLAND | NC | 28749 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $250 |
| WOMEN'S IMPACT FUND | |||||||
| 2525 DISTRIBUTION STREET | CHARLOTTE | NC | 28203 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,400 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| YMCA OF GREENVILLE | |||||||
| 723 CLEVELAND STREET | GREENVILLE | SC | 29601 | NONE | PC | TO SUPPORT GENERAL OPERATIONS OF THE ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $188,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,831 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,625 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,217 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SC ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF 990PF. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS ACCOUNT 20119 | BondNm |
| EOY Book Value | $288,705 | EOYBookValueAmt |
| EOYFMV | $289,264 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS ACCOUNT 20119 | StockNm |
| EOY Book Value | $1,447,158 | EOYBookValueAmt |
| EOYFMV | $1,813,625 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENT | Desc |
| Amt | $5,021 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $13,864 | Amt |
| Net Investment Income | $13,864 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID 1099S | CategoryTxt |
| Amt | $594 | Amt |
| Net Investment Income | $594 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |