THE REYNOLDS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE REYNOLDS CHARITABLE FOUNDATION INC (EIN 59-6874656)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-28
- IRS object ID
- 202301229349101970
- Schema version
- 2021v4.2
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-28T10:25:14-04:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853603382 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WPV & CONSULTANTS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1897 PALM BEACH LAKES BLVD 226 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596874656 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REYNOLDS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REYN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 CONNEMARA LANE | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04843 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW REYNOLDS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5613071039 | PhoneNum |
| Signature | 2023-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANDREW | PersonFirstNm |
| Person Last | REYNOLDS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER PEARSON | PreparerPersonNm |
| PTIN | P01551680 | PTIN |
| Phone | 5616868666 | PhoneNum |
| Preparation | 2023-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $211,302 | 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 | $3,931 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $6,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,986 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,035 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,035 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,605 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,029 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,035 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,533 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $229,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $191,476 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $199,769 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $245,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $203,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $211,302 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $245,566 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $203,009 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $245,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $203,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $245,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $203,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $245,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,063 | ExcessRevenueOverExpensesAmt |
| Subtotal | $242,503 | SubtotalAmt |
| Other Decreases | $39,494 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $203,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 50 SHARES OF AMT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-06-01 | AcquiredDt |
| Sold | 2022-08-29 | SoldDt |
| Gross Sales Price | $12,986 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,951 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,035 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,035 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,035 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $84 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 | false | ComplyWithPublicInspRqrInd |
| Individual With Books | ANDREW REYNOLDS | IndividualWithBooksNm |
| Phone | 5613071039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 CONNEMARA LANE | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04843 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREW REYNOLDS | ||||||||
| 35 CONNEMARA LANE | CAMDEN | ME | 04843 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOAN REYNOLDS | ||||||||
| 529 SOUTH FLAGLER DRIVE GPH4 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEXANDRA REYNOLDS-WASCO | ||||||||
| 1144 LAS FELIZ BOULEVARD- UNIT 1202 | LOS ANGELES | CA | 90028 | VICE PRESIDENT | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $11,400 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SALES OF STOCKS | Description1Txt |
| Expenses1 | $12,986 | Expenses1Amt |
| Total | $12,986 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,000 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84 | TotalTaxAmt |
| Distributable Before Adj | $15 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $12,986 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,386 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,886 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,187 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,178 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,421 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,897 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $114,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,386 | QualifyingDistributionsAmt |
| Applied To Current Year | $15 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,371 | RemainingDistriFromCorpusAmt |
| Total Corpus | $138,940 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,886 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $132,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,187 | ExcessFromYear4Amt |
| Excess From Year3 | $35,178 | ExcessFromYear3Amt |
| Excess From Year2 | $28,421 | ExcessFromYear2Amt |
| Excess From Year1 | $26,897 | ExcessFromYear1Amt |
| Excess From Current Year | $24,371 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| TREKKERS INC | |||||||
| 325 OLD COUNTY RD | ROCKLAND | ME | 04841 | PC | BENEVOLENCE-GENERAL | $5,000 | |
| SAVE THE CHIMPS | |||||||
| PO BOX 12220 | OKEECHOBEE | FL | 34974 | PC | BENEVOLENCE-GENERAL | $2,000 | |
| MEREDITH BIGALOW | |||||||
| 35 CONNEMARA LANE | CAMDEN | ME | 04843 | I | BENEVOLENCE-GENERALHOMELESS | $4,400 | NOT RELATED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,931 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 03 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Exclusion | 03 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,931 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,931 | 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 | WARNER & ASSOCIATES CPA PA | CategoryTxt |
| Amt | $1,605 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH IS HELD FOR CHARITABLE ACTIVITIES | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC IRELAND SHS | $89,120 | $82,682 |
| MICROSFOT CORP | $30,491 | $25,737 |
| AMERICAN TOWER CORPORATION | $71,865 | $91,350 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $39,494 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |