KORB FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KORB FAMILY FOUNDATION INC (EIN 39-1979649)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-01
- IRS object ID
- 202531829349100208
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Compensation Explanation
- Compensation Explanation
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-01T12:16:38-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOYCE ROTH BUSINESS SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 972 | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54936 | 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 | 391979649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KORB FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL A KORB | InCareOfNm |
| Business Name Control | KORB | BusinessNameControlTxt |
| Phone | 9209522000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N7814 SANDY BEACH ROAD | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A KORB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9209522000 | PhoneNum |
| Signature | 2025-06-30 | 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 | JOYCE ROTH | PreparerPersonNm |
| PTIN | P01483922 | PTIN |
| Phone | 9209220470 | PhoneNum |
| Preparation | 2025-07-01 | PreparationDt |
| 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 | $403,610 | 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 | $2,725 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,725 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,601 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,601 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$31,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,778 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $73 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$12,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,326 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $73 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,054 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,054 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $675 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $287 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $287 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,615 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $256,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $198,001 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $358,995 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $271,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $242,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $403,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $76,148 | CapitalStockBOYAmt |
| Capital Stock EOY | $76,148 | CapitalStockEOYAmt |
| Retained Earning BOY | $195,420 | RetainedEarningBOYAmt |
| Retained Earning EOY | $166,468 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $271,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $242,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $271,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $242,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $271,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,614 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,662 | OtherIncreasesAmt |
| Subtotal | $242,616 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $242,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MILLER HOWARD HIGH INCOME EQUITY | P | 2023-11-30 | 2024-11-25 | $829 | $756 | $73 | $73 |
| MILLER HOWARD HIGH INCOME EQTY | P | 2020-10-30 | 2024-11-25 | $2,699 | $1,971 | $728 | $728 |
| MILLER HOWARD HIGH INCOME EQTY | P | 2020-03-12 | 2024-11-25 | $12,118 | $5,186 | $6,932 | $6,932 |
| WALGREEN BOOTS ALLIANCE | P | 2019-08-14 | 2024-06-28 | $6,053 | $25,377 | -$19,324 | -$19,324 |
| WALGREEN BOOTS ALLIANCE | P | 2022-10-02 | 2024-06-28 | $9,079 | $28,522 | -$19,443 | -$19,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$31,034 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $73 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $199 | 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 | 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 |
| Individual With Books | MICHAEL A KORB | IndividualWithBooksNm |
| Phone | 9209522000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 S MAIN STREET | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A KORB | ||||||||
| N7814 SANDY BEACH ROAD | FOND DU LAC | WI | 54935 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| STEPHANIE D KORB | ||||||||
| N7814 SANDY BEACH ROAD | FOND DU LAC | WI | 54935 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| CATHERINE A KORB | ||||||||
| N7814 SANDY BEACH ROAD | FOND DU LAC | WI | 54935 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL A KORB | ||||||||
| N7814 SANDY BEACH ROAD | FOND DU LAC | WI | 54935 | SECRETARYTREASURER | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $384,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $384,194 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $384,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $378,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199 | TotalTaxAmt |
| Distributable Before Adj | $18,723 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,723 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,723 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,890 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,723 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $7,813 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,061 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,995 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $730 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,599 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,890 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,723 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,167 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,766 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $34,766 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,813 | ExcessFromYear4Amt |
| Excess From Year3 | $4,061 | ExcessFromYear3Amt |
| Excess From Year2 | $17,995 | ExcessFromYear2Amt |
| Excess From Year1 | $730 | ExcessFromYear1Amt |
| Excess From Current Year | $4,167 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | MICHAEL A KORB | ShareholderManagerNm |
| Shareholder Manager | STEPHANIE D KORB | ShareholderManagerNm |
| Shareholder Manager | CATHERINE A KORB | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL A KORB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N7814 SANDY BEACH ROAD | AddressLine1Txt |
| City | FOND DU LAC | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54935 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9209522000 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFICATIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB | ||||||
| 76 W SECOND STREET | FOND DU LAC | WI | 54935 | NONE | CHARITABLE EDUCATION | $1,000 |
| CHILDRENS MUSEUM OF FOND DU LAC | ||||||
| 75 W SCOTT STREET | FOND DU LAC | WI | 54935 | NONE | CHARITABLE EDUCATION | $14,390 |
| ST MARYS SPRINGS ACADEMY | ||||||
| 255 COUNTY ROAD K | FOND DU LAC | WI | 54935 | NONE | CHARITABLE EDUCATION | $2,500 |
| AGNESIAN HEALTHCARE FOUNDATION INC | ||||||
| 430 E DIVISION STREET | FOND DU LAC | WI | 54935 | NONE | CHARITABLE EDUCATION | $500 |
| MARIAN UNIVERSITY | ||||||
| 45 S NATIONAL AVENUE | FOND DU LAC | WI | 54935 | NONE | CHARITABLE EDUCATION | $1,500 |
| FOND DU LAC BLUE LINE BOOSTER CLUB | ||||||
| 550 FOND DU LAC AVENUE | FOND DU LAC | WI | 54935 | NONE | CHARITABLE EDUCATION | $2,500 |
| NE WI RUGBY FOUNDATION INC | ||||||
| P O BOX 22242 | GREEN BAY | WI | 54305 | NONE | CHARITABLE EDUCATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,890 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,725 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,601 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,326 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME REINVESTED |
| 4 | DIVIDEND INCOME REINVESTED |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $650 | $650 | $0 | $0 |
| ANNUAL REPORT - FILING FEE | $25 | $25 | $0 | $0 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE D KORB | PersonNm |
| Short Explanation | NONE | ShortExplanationTxt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE A KORB | PersonNm |
| Short Explanation | NONE | ShortExplanationTxt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A KORB | PersonNm |
| Short Explanation | NONE | ShortExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $198,001 | EOYBookValueAmt |
| EOYFMV | $358,995 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,054 | LegalFeesAmt |
| Net Investment Income | $3,054 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OF STOCK DONATED OVER COST BASI | Desc |
| Amt | $10,662 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $252 | $252 | $0 | $0 |
| ADR FEES | $35 | $35 | $0 | $0 |