DEAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DEAN FAMILY FOUNDATION INC (EIN 39-1997127)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-04
- IRS object ID
- 202331249349102203
- Schema version
- 2022v5.0
- 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
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T16:58:28-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391383800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOEHME & TAYLOR CPAS S C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 LAWN STREET | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391997127 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEAN | BusinessNameControlTxt |
| Phone | 2627961160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WEST SIERRA LANE | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD H DEAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD H | PersonFirstNm |
| Person Last | DEAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Boehme Taylor CPAs SC | PreparerPersonNm |
| PTIN | P01258642 | PTIN |
| Phone | 2627961160 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $2,497,185 | 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 | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $64,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,220 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,220 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,732 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,732 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,973 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $64,241 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,855 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,083 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,241 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,126 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,126 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,796,051 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,751,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,462,059 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,797,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,786,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,497,185 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $37,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,772,308 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,749,391 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,772,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,749,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,797,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,786,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,772,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,917 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,749,391 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,749,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| D BECTON DICKINSON | P | 2015-12-15 | 2022-01-14 | $52,051 | $30,798 | $21,253 | $21,253 |
| D PFIZER | P | 2015-12-19 | 2022-12-05 | $8,757 | $5,374 | $3,383 | $3,383 |
| D WALMART | P | 2015-12-19 | 2022-12-05 | $41,348 | $16,252 | $25,096 | $25,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,732 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,558 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,558 | SubtotalAmt |
| Tax Based On Investment Income | $1,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,575 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,575 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $17 | OverpaymentAmt |
| Applied To ES Tax | $17 | 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 | WI | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOEHME & TAYLOR CPAs SC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2627961160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 LAWN STREET | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 |
|---|---|---|---|---|---|---|
| RICHARD H DEAN | ||||||
| 10852 N LAKEVIEW RD | MEQUON | WI | 53092 | President | 0.10 | $0 |
| ROSS A DEAN | ||||||
| 29301 N 114TH ST | SCOTTSDALE | AZ | 85262 | Vice President | 0.10 | $0 |
| RANDOLPH H DEAN | ||||||
| 11850 NORTH SANDHILL CIRCLE | MEQUON | WI | 53092 | Secretary/TREAS | 0.10 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,498,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,563,230 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,563,230 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,524,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,558 | TotalTaxAmt |
| Distributable Before Adj | $124,681 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $124,681 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $124,681 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $135,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,681 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $130,654 | UndistributedIncomePYAmt |
| Qualifying Distributions | $135,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $130,654 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,346 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $120,335 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | D F FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 LAWN STREET | AddressLine1Txt |
| City | HARTLAND | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED SCHEDULE | AddressLine1Txt |
| City | SEE ATTACHED SCHEDUL | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | CHARITABLE, SCIENTIFIC, RELIGIOUS AND EDUCATIONAL. | GrantOrContributionPurposeTxt |
| Amt | $135,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,220 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $49,732 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,973 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,973 | 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) |
|---|---|---|
| Amt | $1,855 | Amt |
| Net Investment Income | $1,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES/ INVESTMENTS-SEE ATTACHED SCH | StockNm |
| EOY Book Value | $1,751,265 | EOYBookValueAmt |
| EOYFMV | $2,462,059 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL FILING FEES | $10 | $10 |
| WDFI FEES | $25 | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $25,000 | BOYBookValueAmt |
| EOY Book Value | $37,000 | EOYBookValueAmt |