MINKE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MINKE FOUNDATION INC (EIN 43-1985255)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349107695
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:04:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223141522 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLODZEY & COX CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E CLEMENTON RD STE 101 NORTH | AddressLine1Txt |
| City | GIBBSBORO | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080261165 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431985255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINKE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINK | BusinessNameControlTxt |
| Phone | 8567840155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 GLEN LAKE DRIVE | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSANNE MINKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8567840155 | PhoneNum |
| Signature | 2022-10-11 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROSEANNE | PersonFirstNm |
| Person Last | MINKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND J COX | PreparerPersonNm |
| PTIN | P01390685 | PTIN |
| Phone | 8567840155 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $927,434 | 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 | $16,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,984 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,984 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $17,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,984 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,984 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $62 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $62 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,984 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,984 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $411,592 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $502,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $502,059 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $526,137 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $404,456 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $425,375 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $937,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $906,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $927,434 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $937,729 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $906,515 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $937,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $906,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $937,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $906,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $937,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,214 | ExcessRevenueOverExpensesAmt |
| Subtotal | $906,515 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $906,515 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $236 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $236 | SubtotalAmt |
| Tax Based On Investment Income | $236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $385 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $385 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $770 | TotalPaymentsAndCreditsAmt |
| Overpayment | $534 | OverpaymentAmt |
| Applied To ES Tax | $534 | 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 |
| 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 | ROSANNE MINKE | IndividualWithBooksNm |
| Phone | 8567840155 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 GLEN LAKE DR | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08055 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROSANNE MINKE | ||||||||
| 11 GLEN LAKE DR | MEDFORD | NJ | 08055 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| ROBERT MINKE | ||||||||
| 11 GLEN LAKE DR | MEDFORD | NJ | 08055 | V.P. | 000.00 | $0 | $0 | $0 |
| EILEEN P MINKE | ||||||||
| C/O 11 GLEN LAKE DR | MEDFORD | NJ | 08055 | SEC/TREAS | 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 | $493,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $456,825 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $950,820 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $950,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,262 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $936,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $236 | TotalTaxAmt |
| Distributable Before Adj | $46,592 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,592 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,592 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,680 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,550 | UndistributedIncomePYAmt |
| Qualifying Distributions | $48,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,550 | AppliedToYear1Amt |
| Applied To Current Year | $130 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $46,462 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL WELFARE ASSOCIATION | ||||||||
| 609 CENTENNIAL BLVD | VOORHEES | NJ | 08043 | N/A | NP | DONATION | $300 | |
| BISHOP OF TRENTON ANNUAL APPEAL | ||||||||
| 701 LAWRENCEVILLE ROAD | TRENTON | NJ | 08026 | N/A | NP | DONATION | $480 | |
| BOYS TOWN | ||||||||
| 1708 E PASSYUNK AVE | PHILADELPHIA | PA | 19148 | N/A | NP | DONATION | $200 | |
| CHRISTIAN FOUNDATION FOR CHILDREN | ||||||||
| ONE ELMWOOD AVE | KANSAS CITY | KS | 66103 | N/A | NP | DONATION | $360 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | N/A | NP | DONATION | $1,000 | 16TH FLOOR |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTES AVE NE | WASHINGTON | DC | 20077 | N/A | NP | DONATION | $100 | BOX 97057 |
| INJURED MARINE SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | N/A | NP | DONATION | $1,000 | SUITE 102 PMB 609 |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD | ARLINGTON | VA | 22203 | N/A | NP | DONATION | $1,200 | SUITE 900 |
| KEYSTONE HUMAN SERVICES | ||||||||
| 4391 STURBRIDGE DRIVE | HARRISBURG | PA | 17110 | DONATION | $2,600 | |||
| LOYOLA UNIVERSITY | ||||||||
| 6363 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | N/A | NP | DONATION | $100 | |
| OPTIONS FOR WOMEN | ||||||||
| 1500 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | N/A | NP | DONATION | $200 | 110 |
| PEOPLE FOR ANIMALS | ||||||||
| 1001 N HIGH STREET | CHERRY HILL | NJ | 08034 | DONATION | $300 | SUITE 110 | ||
| SACRED HEART SCHOOL | ||||||||
| 1739 FERRY AVE | CAMDEN | NJ | 08104 | N/A | NP | SCHOLARSHIPS | $25,000 | BROADWAY FERRY |
| SALVATION ARMY CAMDEN CORP | ||||||||
| 1865 HARRISON AVE | CAMDEN | NJ | 08105 | N/A | NP | DONATION | $1,000 | |
| SHREINERS HOSPITAL FOR CHILDREN | ||||||||
| 3551 NORTH BROAD STREET | PHILADELPHIA | PA | 19140 | N/A | NP | DONATION | $100 | |
| SMILE TRAIN | ||||||||
| 663 THIRD AVE | NEW YORK | NY | 10017 | N/A | NP | DONATION | $1,500 | |
| ST JOSEPH PRO CATHEDRAL | ||||||||
| 2907 FEDERAL ST | CAMDEN | NJ | 08105 | N/A | NP | SCHOLARSHIPS | $1,000 | ATTN FRAN MONTGOMERY |
| ST JUDE CHILDREN'S RESEA | ||||||||
| 501 ST JUDE PLACE | MEPHIS | TN | 38105 | N/A | NP | DONATION | $300 | |
| ST MARY OF THE LAKES CHURCH | ||||||||
| 40 JACKSON ROAD | MEDFORD | NJ | 08055 | N/A | NP | DONATION | $10,140 | |
| ST VINCENT DEPAUL ST MARYS | ||||||||
| 40 JACKSON ROAD | MEDFORD | NJ | 08055 | N/A | NP | DONATION | $500 | PO BOX 1131 |
| THE LUCY OUTREACH PROGRAM | ||||||||
| 2907 FEDERAL STREET | CAMDEN | NJ | 08105 | N/A | NP | DONATION | $300 | |
| UNMET NEEDS PROGRAMVFW F | ||||||||
| 406 WEST 34TH ST | KANSAS CITY | MO | 64111 | N/A | NP | DONATION | $1,000 | SUITE 920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,680 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,984 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $544 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,984 | ExclusionAmt |
| Related Or Exempt Function Incm | $544 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,528 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC NOTE | 2018-03 | PURCHASE | 2021-12 | $45,000 | $44,686 | $314 |
| HALLIBURTON CO BOND | 2015-08 | PURCHASE | 2021-02 | $35,000 | $35,000 | |
| PHILIP MORRIS INTL INC NOTE | 2018-03 | PURCHASE | 2021-11 | $40,000 | $39,770 | $230 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY BOND INVESTMENTS | BondNm |
| EOY Book Value | $404,456 | EOYBookValueAmt |
| EOYFMV | $425,375 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MISCELLANEOUS | $62 |