DAN AND SUZANNE VUCOVICH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAN AND SUZANNE VUCOVICH FAMILY FOUNDATION (EIN 47-1969894)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-02
- IRS object ID
- 202511539349100761
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-02T14:57:00-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gould & Ratner LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 N LaSalle St Ste 300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471969894 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN AND SUZANNE VUCOVICH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAN VUCOVICH | InCareOfNm |
| Business Name Control | DANA | BusinessNameControlTxt |
| Phone | 7175694868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 HIGH HILLS DRIVE | AddressLine1Txt |
| City | MOORESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIL VUCOVICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7175694868 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Rachel B Johnson CPA | PreparerPersonNm |
| PTIN | P00708962 | PTIN |
| Phone | 3122363003 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $597,136 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $437 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $437 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,536 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,251 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,696 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $550 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $171 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,320 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,205 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $33,721 | CashBOYAmt |
| Cash EOY | $25,439 | CashEOYAmt |
| Cash EOYFMV | $25,439 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $777 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $413 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $413 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $460,906 | CorporateStockBOYAmt |
| Corporate Stock EOY | $470,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $571,284 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $495,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $496,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $597,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $495,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $496,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $495,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $496,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $495,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $496,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $495,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $270 | OtherIncreasesAmt |
| Subtotal | $496,700 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $496,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML (2217) ST_A - SEE ATTACHED | P | 2024-01-01 | 2024-12-31 | $33,869 | $31,061 | $2,830 | $2,808 |
| ML (2217) LT_D - SEE ATTACHED | P | 2023-01-01 | 2024-12-31 | $150,667 | $117,036 | $34,421 | $33,631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,251 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $656 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $656 | SubtotalAmt |
| Tax Based On Investment Income | $656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $413 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,413 | TotalPaymentsAndCreditsAmt |
| Overpayment | $757 | OverpaymentAmt |
| Applied To ES Tax | $757 | 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 | PA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN VUCOVICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7175694868 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 HIGH HILLS DRIVE | AddressLine1Txt |
| City | MOORESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28711 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EMIL D VUCOVICH JR | ||||||||
| 160 HIGH HILLS DRIVE | MOORESVILLE | NC | 28711 | PRES/SEC/DIRECTOR | 1.0 | $0 | $0 | $0 |
| SUZANNE VUCOVICH | ||||||||
| 160 HIGH HILLS DRIVE | MOORESVILLE | NC | 28711 | VICE PRES/TREAS/DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $574,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,652 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $603,062 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $603,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,046 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $594,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $656 | TotalTaxAmt |
| Distributable Before Adj | $29,045 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,045 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,045 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $45,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,617 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,603 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,645 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,027 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $53,892 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $29,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,755 | RemainingDistriFromCorpusAmt |
| Total Corpus | $70,647 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,617 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $57,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,603 | ExcessFromYear4Amt |
| Excess From Year3 | $4,645 | ExcessFromYear3Amt |
| Excess From Year2 | $1,027 | ExcessFromYear2Amt |
| Excess From Current Year | $16,755 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EMIL AND SUZANNE VUCOVICH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET STREET SUITE 2 | LEWISBURG | PA | 17837 | NONE | PC | EDUCATIONAL PROGRAM | $15,000 |
| DIOCESE OF CHARLOTTE | |||||||
| 1123 S CHURCH STREET | CHARLOTTE | NC | 28203 | NONE | PC | EDUCATIONAL PROGRAM | $4,800 |
| ST PHILOMENA SCHOOL | |||||||
| 324 CORYS LANE | PORTSMOUTH | RI | 02871 | PC | EDUCATIONAL PURPOSES | $1,000 | |
| DR ML KING JR COMMUNITY CENTER | |||||||
| 20 DR MARCUS WHEATLAND BLVD | NEWPORT | RI | 02840 | PC | FOOD PREVENTION AND INEQUITY. | $2,000 | |
| DIOCESE OF PROVIDENCE | |||||||
| ONE CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | PC | BASIC NECESSITIES SUPPORT. | $2,000 | |
| MY BROTHER'S KEEPER | |||||||
| PO BOX 70273 | DARTMOUTH | MA | 02747 | PC | BASIC NECESSITIES SUPPORT. | $2,000 | |
| MENTAL HEALTH AMERICA | |||||||
| 500 MONTGOMERY STREET SUITE 820 | ALEXANDRIA | VA | 22314 | PC | MENTAL HEALTH SUPPORT. | $7,000 | |
| HEALED AND RESTORED HOUSE | |||||||
| 13500 CRYSTAL SPRINGS DR | HUNTERSVILLE | NC | 28078 | PC | ABUSE RECOVERY FOR WOMEN. | $5,000 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | HEALTH SUPPORT FOR CHILDREN. | $7,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $437 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,251 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,696 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,696 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE STATEMENT ATTACHED | StockNm |
| EOY Book Value | $470,848 | EOYBookValueAmt |
| EOYFMV | $571,284 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERRILL LYNCH ACCT. FEES | Desc |
| Revenue And Expenses Per Books | $4,320 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,320 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DIVIDENDS DISTRIBUTION | $166 |
| MISC. FUNDS | $104 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $171 | $171 |
| FEDERAL EXCISE TAX | $364 | |
| PA ANNUAL RENEWAL FEE | $15 |