MAUREEN AND MICHAEL MCINERNEY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MAUREEN AND MICHAEL MCINERNEY CHARITABLE FOUNDATION INC (EIN 81-0798757)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202131339349102018
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T10:19:02-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113269414 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILD MANEY & RESNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 FROEHLICH FARM BLVD | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810798757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maureen and Michael Mcinerney | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAUR | BusinessNameControlTxt |
| Phone | 9175923519 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 N Riverside Drive Unit 605 | AddressLine1Txt |
| City | Pompano Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN E MCINERNEY | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAUREEN E | PersonFirstNm |
| Person Last | MCINERNEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Matthew Taus CPA PFS CFP | PreparerPersonNm |
| PTIN | P01689807 | PTIN |
| Phone | 5163648888 | 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 | 2020 | 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 | $240,125 | 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 | $52,980 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,042 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,042 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $59,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,044 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $50 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $113 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $55 | PrintingAndPubRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,044 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,846 | CashBOYAmt |
| Cash EOY | $37,772 | CashEOYAmt |
| Cash EOYFMV | $37,772 | CashEOYFMVAmt |
| Corporate Stock BOY | $155,767 | CorporateStockBOYAmt |
| Corporate Stock EOY | $173,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $202,353 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $197,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,215 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $240,125 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $197,613 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $197,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $211,215 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $197,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $211,215 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $197,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,906 | ExcessRevenueOverExpensesAmt |
| Subtotal | $221,519 | SubtotalAmt |
| Other Decreases | $10,304 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $211,215 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $84 | SubtotalAmt |
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $84 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | MAUREEN E MCINERNEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9175923519 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 N RIVERSIDE DR UNIT 605 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | 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 |
|---|---|---|---|---|---|---|
| MAUREEN E MCINERNEY | ||||||
| 303 N RIVERSIDE DR UNIT 605 | POMPANO BEACH | FL | 33062 | Director | 0.00 | $0 |
| MICHAEL J MCINERNEY | ||||||
| 303 N RIVERSIDE DR UNIT 605 | POMPANO BEACH | FL | 33062 | Director | 0.00 | $0 |
| JOHN O MCMANUS ESQ | ||||||
| 571 CENTRAL AVE SUITE 120 | NEW PROVIDENCE | NJ | 07974 | Director | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $84 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84 | TotalTaxAmt |
| Distributable Before Adj | $84 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $84 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $34,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,671 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,478 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,847 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,834 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $97,769 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $34,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $131,769 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,671 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $122,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,478 | ExcessFromYear4Amt |
| Excess From Year3 | $21,847 | ExcessFromYear3Amt |
| Excess From Year2 | $22,834 | ExcessFromYear2Amt |
| Excess From Year1 | $23,939 | ExcessFromYear1Amt |
| Excess From Current Year | $34,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MAUREEN E MCINERNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| THE LOUGHLIN FOUNDATION | |||||
| 367 CLERMONT AVENUE | BROOKLYN | NY | 11238 | TO PROMOTE THE WELFARE OF CHILDREN | $20,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | TO PROMOTE THE WELFARE OF CHILDREN | $5,000 |
| ST FRANCIS COLLEGE | |||||
| 180 REMSEN STREET | BROOKLYN | NY | 11201 | TO PROMOTE THE WELFARE OF CHILDREN | $1,000 |
| FRESH AIR FUND | |||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | TO PROMOTE CHILDREN'S SUMMER PROGRAMS | $2,000 |
| THE ASHLEY LAUREN FOUNDATION | |||||
| 309 MORRIS AVENUE | SPRING LAKE | NJ | 07762 | TO EASE THE JOURNEY OF PEDIATRIC CANCER PATIENTS | $1,000 |
| ST MARY'S HOSPITAL FOR CHILDREN | |||||
| 29-01 216TH STREET | BAYSIDE | NY | 11360 | TO PROMOTE THE WELFARE OF CHILDREN WITH SPECIAL NEEDS | $4,000 |
| BFC CHARITABLE FOUNDATION | |||||
| OCEAN AVENUE | BELMAR | NJ | 07719 | TO BENEFIT BELMAR'S AUTISM BEACH BASH | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,042 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,044 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MAUREEN E MCINERNEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 N RIVERSIDE DR UNIT 605 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $52,980 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 400 SH'S CON EDISON STOCK | NoncashPropertyDesc |
| Fair Market Value | $27,980 | FairMarketValueAmt |
| Received | 2020-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $900 | Amt |
| Net Investment Income | $0 | 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 | STOCKS | StockNm |
| EOY Book Value | $173,443 | EOYBookValueAmt |
| EOYFMV | $202,353 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $50 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $10,304 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $113 | Amt |