NEEDLES FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NEEDLES FAMILY FOUNDATION INC (EIN 65-0754688)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349101923
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T09:52:32-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233060583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISCHER CUNNANE & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TURNER LN | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193804805 | 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 | 650754688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEEDLES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEED | BusinessNameControlTxt |
| Phone | 6102477058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 WATERFORD CT | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLIE NEEDLES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6102477058 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RANDY | PersonFirstNm |
| Person Last | NEEDLES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD R STIEBRITZ JR CPA | PreparerPersonNm |
| PTIN | P00840383 | PTIN |
| Phone | 6104311003 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $166,203 | 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 | $4,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,698 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,698 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,621 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $84,355 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $22 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $22 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,698 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,720 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,900 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,397 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,397 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,397 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $213 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $213 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $47 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $47 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,557 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,465 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,557 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,923 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,163 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,937 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $186,293 | CorporateStockBOYAmt |
| Corporate Stock EOY | $166,555 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $159,266 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $196,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,492 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $166,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $196,415 | CapitalStockBOYAmt |
| Capital Stock EOY | $173,492 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $196,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $173,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $196,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $173,492 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $196,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,923 | ExcessRevenueOverExpensesAmt |
| Subtotal | $173,492 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $173,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $18,724 | $20,533 | -$1,809 | -$1,809 |
| PUBLICLY TRADED SECURITIES | P | $64,276 | $66,443 | -$2,167 | -$2,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,621 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16 | SubtotalAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $16 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| 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 | RANDY NEEDLES | IndividualWithBooksNm |
| Phone | 6102477058 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8302 OLD YORK RD C26 | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SALLIE NEEDLES | ||||||||
| 1221 WATERFORD CT | GLADWYNE | PA | 19035 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| BETH OST | ||||||||
| 1221 WATERFORD CT | GLADWYNE | PA | 19035 | SECRETARY | 000.00 | $0 | $0 | $0 |
| RANDY NEEDLES | ||||||||
| 1221 WATERFORD CT | GLADWYNE | PA | 19035 | TREASURER | 000.00 | $0 | $0 | $0 |
| JAY NEEDLES | ||||||||
| 1221 WATERFORD CT | GLADWYNE | PA | 19035 | VICE-PRESIDE | 000.00 | $0 | $0 | $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 |
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 | $182,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $190,922 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $190,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,864 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $188,058 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16 | TotalTaxAmt |
| Distributable Before Adj | $9,387 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,387 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,465 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,465 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,387 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $39,852 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,261 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,636 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,080 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,142 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,971 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,465 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,078 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,049 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $39,852 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $89,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,261 | ExcessFromYear4Amt |
| Excess From Year3 | $2,636 | ExcessFromYear3Amt |
| Excess From Year2 | $19,080 | ExcessFromYear2Amt |
| Excess From Year1 | $12,142 | ExcessFromYear1Amt |
| Excess From Current Year | $12,078 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDY NEEDLES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 WATERFORD CT | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6102477058 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST SHOWING SPECIFIC USE TO WHICH FUNDS WILL BE PUT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 31 OF THE FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS DETERMINED BY THE DIRECTORS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AMERBEN GURION UNIV | ||||||
| 261 OLD YORK RD | JENKINTOWN | PA | 19046 | CHARITY | $5,000 | |
| HADASSAH | ||||||
| 1518 WALNUT ST | PHILADELPHIA | PA | 19102 | CHARITY | $510 | SUITE 402 |
| OLD YORK RD TEMPLE BETH | ||||||
| 917 OLD YORK RD | ABINGTON | PA | 19001 | CHARITY | $605 | |
| JEWISH FED OF PHILA | ||||||
| 2001 MARKET ST | PHILADELPHIA | PA | 19103 | CHARITY | $15,000 | SUITE 2300 |
| SHRINERS CHILDRENS | ||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | CHARITY | $50 | |
| GRATZ COLLEGE | ||||||
| 7605 OLD YORK ROAD | MELROSE PARK | PA | 19027 | CHARITY | $50 | |
| MOSS REHABILIATION RESEARCH INSTITU | ||||||
| 50 TOWNSHIP LINE ROAD | ELKINS PARK | PA | 19027 | CHARITY | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,465 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $4,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $1,355 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,976 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 25 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,075 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,976 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,099 | 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 | $1,900 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,900 | AdjustedNetIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS EQUITIES | $61,464 | $66,018 |
| FIXED INCOME | $105,091 | $93,248 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| MISCELLANEOUS | $47 | $47 | $47 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $22 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,397 | Amt |
| Net Investment Income | $1,397 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,397 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $213 | Amt |
| Net Investment Income | $213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $213 | AdjustedNetIncomeAmt |