THE CONNOLLY FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: THE CONNOLLY FAMILY FOUNDATION (EIN 31-1809145)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-04-08
IRS object ID: 202540989349100009
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
Accounting Fees Schedule
Investments Corp Stock Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-04-08T09:03:03-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232367924	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HIRSCHHORN & ASSOCIATES	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	123 SOUTH BROAD STREET SUITE 1230	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	191091028	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	311809145	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CONNOLLY FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CONN	BusinessNameControlTxt
Phone	2157729600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	655 JOSEPH DRIVE	AddressLine1Txt
City	WAYNE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	190871018	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHARLES P CONNOLLY JR	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	2157729600	PhoneNum
Signature	2025-03-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GEORGE HIRSCHHORN	PreparerPersonNm
PTIN	P01366608	PTIN
Phone	2157729600	PhoneNum
Preparation	2025-03-05	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	$352,812	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
Dividends Rev And Expnss	$4,564	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$4,564	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$24,055	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$327,483	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$24,055	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$28,619	TotalRevAndExpnssAmt
Total Net Invst Incm	$28,619	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	$1,350	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,350	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,350	AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss	$1,350	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,350	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,350	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$42,510	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$42,510	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$43,860	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,350	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$43,860	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$15,241	ExcessRevenueOverExpensesAmt
Net Investment Income	$27,269	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$66,634	CashBOYAmt
Cash EOY	$21,354	CashEOYAmt
Cash EOYFMV	$21,354	CashEOYFMVAmt
Corporate Stock BOY	$103,472	CorporateStockBOYAmt
Corporate Stock EOY	$133,511	CorporateStockEOYAmt
Corporate Stock EOYFMV	$331,458	CorporateStockEOYFMVAmt
Total Assets BOY	$170,106	TotalAssetsBOYAmt
Total Assets EOY	$154,865	TotalAssetsEOYAmt
Total Assets EOYFMV	$352,812	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$61,835	CapitalStockBOYAmt
Capital Stock EOY	$61,835	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$108,271	RetainedEarningBOYAmt
Retained Earning EOY	$93,030	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$170,106	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$154,865	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$170,106	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$154,865	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$170,106	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$15,241	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$154,865	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$154,865	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH ACCT# 2554 - SEE ATTACHED	P	2024-01-01	2024-12-31	$264,773	$260,692	$4,081	$4,081
MERRILL LYNCH ACCT# 2554 - SEE ATTACHED	P	2023-01-01	2024-12-31	$62,710	$42,736	$19,974	$19,974

Field	Value	IRS element (for citing)
Capital Gain Net Income	$24,055	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$379	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$379	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$379	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$360	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	$360	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$19	TaxDueAmt

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	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	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	MARIANNE M CONNOLLY	IndividualWithBooksNm
Phone	2157729600	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	655 JOSEPH DRIVE	AddressLine1Txt
City	WAYNE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19087	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
CHARLES P CONNOLLY JR
655 JOSEPH DRIVE	WAYNE	PA	19087	PRESIDENT	0.00	$0	$0	$0
MARIANNE M CONNOLLY
655 JOSEPH DRIVE	WAYNE	PA	19087	VICE PRESIDENT	0.00	$0	$0	$0
MARIANNE M CONNOLLY
655 JOSEPH DRIVE	WAYNE	PA	19087	TREASURER	0.00	$0	$0	$0
MARIANNE M CONNOLLY
655 JOSEPH DRIVE	WAYNE	PA	19087	SECRETARY	0.00	$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	$325,606	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$43,994	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$369,600	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$369,600	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$5,544	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$364,056	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$18,203	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$18,203	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$379	TaxBasedOnInvestmentIncomeAmt
Total Tax	$379	TotalTaxAmt
Distributable Before Adj	$17,824	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$17,824	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$17,824	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$43,860	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$43,860	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$17,824	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$25,521	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$42,288	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$6,014	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$15,571	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$15,248	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$104,642	TotalExcessDistributionCyovAmt
Qualifying Distributions	$43,860	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$17,824	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$26,036	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$130,678	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	$25,521	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$105,157	ExcessDistriCyovToNextYrAmt
Excess From Year4	$42,288	ExcessFromYear4Amt
Excess From Year3	$6,014	ExcessFromYear3Amt
Excess From Year2	$15,571	ExcessFromYear2Amt
Excess From Year1	$15,248	ExcessFromYear1Amt
Excess From Current Year	$26,036	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	CHARLES P CONNOLLY JR	ContributingManagerNm
Contributing Manager	MARIANNE M CONNOLLY	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	CHARLES P CONNOLLY JR	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	655 JOSEPH DRIVE	AddressLine1Txt
City	WAYNE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19087	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2157729600	RecipientPhoneNum
Form And Info And Materials	TYPED, DETAILED ANALYSIS OF PROPOSED USE OF CONTRIBUTION, ANALYSIS OF HISTORIC USE OF CONTRIBUTIONS AND A DETAILED HISTORY OF CHARITABLE ORGANIZATION.	FormAndInfoAndMaterialsTxt
Submission Deadlines	CURRENT YEAR CONTRIBUTION APPLICATION MUST BE RECIEVED BY FEBRUARY 28TH	SubmissionDeadlinesTxt
Restrictions On Awards	QUALIFIED 501(C)(3) ORGANIZATION	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
ARCHDIOCESE OF PHILADELPHIA
222 NORTH 17TH STREET	PHILADELPHIA	PA	19103	CHURCH	$8,607
EWTN
5817 OLD LEEDS ROAD	IRONDALE	AL	35210	EDUCATION	$300
LEGIONARIES OF CHRIST
1 N LEXINGTON AVE	WHITE PLAINS	NY	10601	CHURCH	$1,000
OUR LADY OF GOOD COUNSEL CHURCH
3948 CENTRAL AVE	OCEAN CITY	NJ	08226	CHURCH	$1,650
SAINT KATHERINE OF SIENA
104 S ABERDEEN AVE	WAYNE	PA	19087	CHURCH	$1,320
ST IGNATIUS
				CHURCH	$7,945	597 WALKERS RD	GEORGE TOWN	CAYMAN ISLANDS	CJ	KY1
ST ISSAC JOGUES
50 W WALKER RD	WAYNE	PA	19087	CHURCH	$5,660
THE AUGUSTINE FRIARS
214 ASHWOOD RD	VILLANOVA	PA	19085	CHURCH	$240
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVD	STATEN ISLAND	NY	10306	VETERANS	$1,000
VILLANOVA UNIVERSITY
800 LANCASTER AVENUE	VILLANOVA	PA	19085	EDUCATION	$10,334
CAMDEN DIOCESE
631 MARKET STREET	CAMDEN	NJ	08102	CHURCH	$1,954
CHILDRENS HOSPITAL OF PHILADELPHIA
3401 CIVIC BLVD	PHILADELPHIA	PA	19104	MEDICAL RESEARCH	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$42,510	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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4,564	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$24,055	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$4,564	ExclusionAmt
Related Or Exempt Function Incm	$24,055	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$28,619	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	1	LineNumberTxt
Relationship Statement	N/A	RelationshipStatementTxt

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	PROFESSIONAL FEES	CategoryTxt
Amt	$1,350	Amt
Net Investment Income	$1,350	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,350	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
WACHOVIA SECURITIES - STOCKS	$127,933	$308,552
MEDIFAST - 300 SHS	$1,278	$5,286
MEDIFAST - 1,000 SHS	$4,300	$17,620