ANN LOUISE HENEGAN CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANN LOUISE HENEGAN CHARITABLE FOUNDATION (EIN 65-6269762)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-05-01
- IRS object ID
- 202511219349100886
- Schema version
- 2023v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-01T11:54:37-04:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650225494 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER HELMS & FOLK PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6326 WHISKEY CREEK DRIVE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656269762 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN L HENEGAN PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNL | BusinessNameControlTxt |
| Phone | 2397745586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8282 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN A HENEGAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2392628686 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN K JOHNSON | PreparerPersonNm |
| PTIN | P00486865 | PTIN |
| Phone | 2394819696 | PhoneNum |
| Preparation | 2025-04-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $1,241,199 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,598 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,598 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $586,079 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $428,002 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $428,002 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $489,128 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,607 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $428,002 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $12,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,300 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,665 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,980 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $469,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $428,002 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,714 | CashBOYAmt |
| Cash EOY | $127,730 | CashEOYAmt |
| Cash EOYFMV | $135,008 | CashEOYFMVAmt |
| Corporate Stock BOY | $368,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $827,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,106,191 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $489,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $955,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,241,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $489,171 | RetainedEarningBOYAmt |
| Retained Earning EOY | $955,642 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $489,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $955,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $489,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $955,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $489,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $469,148 | ExcessRevenueOverExpensesAmt |
| Subtotal | $958,319 | SubtotalAmt |
| Other Decreases | $2,677 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $955,642 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $134 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $134 | SubtotalAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $134 | TaxDueAmt |
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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN LANNAN | IndividualWithBooksNm |
| Phone | 2397745586 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8282 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34101 | 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 |
| Relying Current Ntc Dsstr Asst | Yes (X) | RelyingCurrentNtcDsstrAsstInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2021 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN A HENEGAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 PELL PLACE | AddressLine1Txt |
| City | NEW ROCHELLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $986,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,008 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,121,981 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,121,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,105,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134 | TotalTaxAmt |
| Distributable Before Adj | $55,124 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,124 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,124 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,124 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,104 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $6,549 | TotalForPriorYearsAmt |
| Prior Year Undistributed Incm | $6,549 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $6,549 | PriorYearDeficiencyOrTaxAmt |
| Taxable2 | $35,104 | Taxable2Amt |
| Undistributed Income CY | $55,124 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,598 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$821 | ExclusionAmt |
| Related Or Exempt Function Incm | $32,340 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRA | Desc |
| Exclusion | 25 | ExclusionCd |
| Exclusion | $428,002 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $456,788 | ExclusionAmt |
| Related Or Exempt Function Incm | $32,340 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $489,128 | 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 | CategoryTxt |
| Amt | $12,300 | Amt |
| Net Investment Income | $12,300 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (18 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| SEE ATTACHED 5833 | PURCHASE | $38,751 | $40,237 | -$1,486 | ||
| SEE ATTACHED 5833 | PURCHASE | $85,806 | $55,313 | $30,493 | ||
| ISHARES TIP BOND | PURCHASE | $19,927 | $19,821 | $106 | 2023-08 | 2023-08 |
| ISHARES CORE | PURCHASE | $86,249 | $83,982 | $2,267 | 2023-08 | 2023-08 |
| MANAGED PORT SER | PURCHASE | $96,578 | $94,300 | $2,278 | 2023-08 | 2023-08 |
| US BANCORP NEW | PURCHASE | $7,606 | $8,007 | -$401 | 2023-08 | 2023-08 |
| VANGUARD INTL EQUITY | PURCHASE | $65,729 | $64,408 | $1,321 | 2023-08 | 2023-08 |
| CUSIP: 92828R610 | PURCHASE | $138,778 | $138,461 | $317 | 2023-08 | 2023-08 |
| CUSIP: 464287176 | PURCHASE | $424 | $517 | -$93 | 2021-07 | 2023-08 |
| CUSIP: 464287176 | PURCHASE | $8,798 | $10,703 | -$1,905 | 2021-07 | 2023-08 |
| US BANCORP | PURCHASE | $4,218 | $6,271 | -$2,053 | 2017-04 | 2023-09 |
| US BANCORP | PURCHASE | $553 | $904 | -$351 | 2021-07 | 2023-09 |
| RTX CORP | PURCHASE | $7,286 | $4,579 | $2,707 | 2012-12 | 2023-10 |
| RTX CORP | PURCHASE | $929 | $318 | $611 | 2004-07 | 2023-10 |
| CLOROX | PURCHASE | $8,292 | $9,113 | -$821 | 2023-08 | 2023-12 |
| CLOROX | PURCHASE | $3,431 | $3,812 | -$381 | 2019-08 | 2023-12 |
| EVERSOURCE ENERGY | PURCHASE | $5,812 | $7,137 | -$1,325 | 2023-08 | 2024-01 |
| EVERSOURCE ENERGY | PURCHASE | $6,912 | $6,677 | $235 | 2024-01 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $827,912 | EOYBookValueAmt |
| EOYFMV | $1,106,191 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $2,677 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CHECK FEE | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRA | Desc |
| Revenue And Expenses Per Books | $428,002 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $428,002 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO - FEES AS AGENT | CategoryTxt |
| Amt | $7,665 | Amt |
| Net Investment Income | $7,665 | NetInvestmentIncomeAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | HURRICANE HELENE | ExplanationTxt |