LUCY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUCY FOUNDATION INC (EIN 22-2737472)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349102537
- Schema version
- 2023v5.1
- 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
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:07:22-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262627764 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A&M Tax Associates | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 Reynolds Ave | AddressLine1Txt |
| City | Whippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07981 | 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 | 222737472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lucy Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCY | BusinessNameControlTxt |
| Phone | 9733795850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 Main Street UNIT 4 | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Eldon Scott | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9733795850 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Angelo Pecoraro | PreparerPersonNm |
| PTIN | P01439872 | PTIN |
| Phone | 9735857006 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,380,985 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $2,895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,031 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $186,290 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $867,889 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $186,290 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $214,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214,216 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,903 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $142,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,961 | CashBOYAmt |
| Cash EOY | $33,720 | CashEOYAmt |
| Cash EOYFMV | $33,720 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $81,177 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,044 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $810,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,024,071 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,335,221 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $927,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,069,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,380,985 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $927,772 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,069,835 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $927,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,069,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $927,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,069,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $927,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $142,063 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,069,835 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,069,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See Attached | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $867,889 | GrossSalesPriceAmt |
| Cost Or Other Basis | $681,599 | CostOrOtherBasisAmt |
| Gain Or Loss | $186,290 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $186,290 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $186,290 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $186,290 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,843 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,843 | SubtotalAmt |
| Tax Based On Investment Income | $2,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $410 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,910 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,910 | OriginalReturnTaxPaidAmt |
| Overpayment | $67 | OverpaymentAmt |
| Applied To ES Tax | $67 | 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 |
| Individual With Books | Eldon Scott | IndividualWithBooksNm |
| Phone | 9175022855 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 Little Plains Road | AddressLine1Txt |
| City | Southhampton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | 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 |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|
| Eldon Scott | ||||||
| 70 Little Plains Road | Southhampton | NY | 11968 | President | 001.00 | $0 |
| Lucy E Scott | ||||||
| 580 Park Avenue | New York | NY | 10065 | Vice Pres/Secretary | 001.00 | $0 |
| Alexandra Scott | ||||||
| 70 Little Plains Road | Southhampton | NY | 11968 | Trasurer | 001.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,250,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,300,852 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,300,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,281,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,067 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,843 | TotalTaxAmt |
| Distributable Before Adj | $61,224 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $61,224 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $61,224 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,224 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,824 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,293 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,366 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,707 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,190 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $61,224 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,276 | RemainingDistriFromCorpusAmt |
| Total Corpus | $52,466 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,824 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,293 | ExcessFromYear4Amt |
| Excess From Year3 | $5,366 | ExcessFromYear3Amt |
| Excess From Year1 | $2,707 | ExcessFromYear1Amt |
| Excess From Current Year | $1,276 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Eldon Scott | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 Little Plains Road | AddressLine1Txt |
| City | Southhampton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9175022855 | RecipientPhoneNum |
| Form And Info And Materials | Letter to Foundation with 501c3 Determination Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Colgate University | ||||||
| 13 Oak Dr E Ext | Hamilton | NY | 13346 | PC | General Support | $11,000 |
| Scranton Library | ||||||
| 900 Mulberry Street | Scranton | PA | 18510 | PC | General Support | $3,000 |
| The Marvelwood School | ||||||
| 476 Skiff Mountain Rd | Kent | CT | 06757 | PC | General Support | $5,000 |
| The Country School | ||||||
| 341 Opening Hill Rd | Madison | CT | 06443 | PC | General Support | $3,000 |
| Madison Historical Society | ||||||
| 14 Meeting House Ln | Madison | CT | 06443 | PC | General Support | $2,500 |
| Yale New Haven Hospital | ||||||
| 20 York ST | New Haven | CT | 06510 | PC | General Support | $2,500 |
| Neighbor to Neighbor | ||||||
| PO Box 446 | Madison | CT | 06443 | PC | General Support | $2,000 |
| The Madison Foundation | ||||||
| PO Box 446 | Madison | CT | 06443 | PC | General Support | $2,000 |
| South Kent School | ||||||
| 40 Bulls Bridge Rd | Kent | CT | 06785 | PC | General Support | $6,500 |
| Cape Eleuthera Foundation | ||||||
| PO Box 842484 | Boston | MA | 02284 | PC | General Support | $2,000 |
| Stone Barnes Center | ||||||
| 630 Bedford Rd | Tarrytown | NY | 10591 | PC | General Support | $2,000 |
| City Harvest | ||||||
| 150 52nd St | Brooklyn | NY | 11232 | PC | General Support | $2,000 |
| Billion Oyster Project | ||||||
| 550 Short Ave | New York | NY | 10004 | PC | General Support | $2,000 |
| Food Education Fund | ||||||
| 525 West 50th Street | New York | NY | 10019 | PC | General Support | $2,000 |
| The JED Foundation | ||||||
| 530 7th Avenue Suite 801 | Brooklyn | NY | 10018 | PC | General Support | $2,000 |
| Pike Place Market Foundation | ||||||
| 93 Pike Street 310 | Seattle | WA | 98101 | PC | General Support | $3,000 |
| Last Prisoner Project | ||||||
| 1312 17th St Unit 640 | Denver | CO | 80202 | PC | General Support | $2,000 |
| Seattle Aquarium | ||||||
| 1483 Alaskan Way Pier 59 | Seattle | WA | 98101 | PC | General Support | $2,000 |
| USIC | ||||||
| PO Box 100 | Bethesda | MD | 20810 | PC | General Support | $2,000 |
| Maine Island Trail Association | ||||||
| 100 Kensington St | Portland | ME | 04103 | PC | General Support | $2,000 |
| Threshold Community Program | ||||||
| 3516 Covington Hwy | Decatur | GA | 30032 | PC | General Support | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,895 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $186,290 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $214,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,216 | 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 | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Investments | StockNm |
| EOY Book Value | $1,024,071 | EOYBookValueAmt |
| EOYFMV | $1,335,221 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Expenses | Desc |
| Revenue And Expenses Per Books | $8,903 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,903 | NetInvestmentIncomeAmt |