ADDUCCI FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ADDUCCI FAMILY FOUNDATION (EIN 20-0414689)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-27
- IRS object ID
- 202010079349100701
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-27T10:40:50-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421482354 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELLMAN & HELLMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 FLETCHER AVENUE | AddressLine1Txt |
| City | WATERLOO | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 507012304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200414689 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADDUCCI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT J ADDUCCI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADDU | BusinessNameControlTxt |
| Phone | 6302882606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 SOUTH SIXTH STREET | AddressLine1Txt |
| City | LA GRANGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60525 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J ADDUCCI | PersonNm |
| Person Title | PRESIDENT, DIRECTOR | PersonTitleTxt |
| Phone | 6302882606 | PhoneNum |
| Signature | 2019-12-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN HELLMAN | PreparerPersonNm |
| PTIN | P01274490 | PTIN |
| Phone | 3192354450 | PhoneNum |
| Preparation | 2019-12-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $0 | 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 | $2,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,330 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,330 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $2,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,330 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,330 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $710 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $710 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,495 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,495 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,205 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,536 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,536 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,741 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,205 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,536 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,411 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $108,896 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,485 | CorporateStockEOYAmt |
| Total Assets BOY | $108,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $108,896 | UnrestrictedBOYAmt |
| Unrestricted EOY | $96,485 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,411 | ExcessRevenueOverExpensesAmt |
| Subtotal | $96,485 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $96,485 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,115 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $253,304 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051776 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $205,580 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069024 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,709 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $206,664 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080851 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,277 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $225,969 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,603 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $243,799 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076305 | DistributionYr5Rt |
| Total Distribution | 0.363264 | TotalDistributionRt |
| Average Distribution | 0.072653 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $226,018 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,421 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,421 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,536 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | IL | 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 |
| Individual With Books | ROBERT J ADDUCCI | IndividualWithBooksNm |
| Phone | 6302882606 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 SOUTH SIXTH STREET | AddressLine1Txt |
| City | LA GRANGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60525 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J ADDUCCI | ||||||||
| 5 SOUTH SIXTH STREET | LA GRANGE | IL | 60525 | PRESIDENT, D | 4.00 | $0 | $0 | $0 |
| MARIA ADDUCCI | ||||||||
| 2134 W WEBSTER UNIT 3F | CHICAGO | IL | 60647 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALEXA ADDUCCI | ||||||||
| 2986 QUITMAN STREET | DENVER | CO | 80212 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RACHEL ADDUCCI | ||||||||
| 2986 QUITMAN STREET | DENVER | CO | 80212 | DIRECTOR | 0.00 | $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 | $212,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,575 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $229,460 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $229,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,442 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $226,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,301 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $11,301 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,301 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,301 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,536 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,536 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $11,536 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,301 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,372 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,025 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,530 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,051 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $740 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,718 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,536 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,301 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $235 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,953 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,372 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,581 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,025 | ExcessFromYear4Amt |
| Excess From Year3 | $6,530 | ExcessFromYear3Amt |
| Excess From Year2 | $4,051 | ExcessFromYear2Amt |
| Excess From Year1 | $740 | ExcessFromYear1Amt |
| Excess From Current Year | $235 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | SCHOLARSHIP: YOU SHOULD USE THEIR SCHOLARSHIP APPLICATION WHICH CAN BE REQUESTED FROM THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GOOD CITY NFPMISCELLANEOUS | ||||||
| 5049 W HARRISON STREET | CHICAGO | IL | 60644 | CHARITABLE | YOUTH DEVELOPMENT | $4,000 |
| UHLICH CHILDRENS ADVANTAGE NETWORK | ||||||
| 217 N JEFFERSON STREET | CHICAGO | IL | 60661 | CHARITABLE | YOUTH TRAUMA SUPPORT | $1,000 |
| BUILD CHICAGOMISC | ||||||
| 5100 W HARRISON STREET | CHICAGO | IL | 60644 | CHARITABLE | YOUTH DEVELOPMENT | $3,036 |
| ONE MILLION DEGREES | ||||||
| 180 N WABASH | CHICAGO | IL | 60601 | CHARITABLE | YOUTH DEVELOPMENT | $1,500 |
| GUN VIOLENCE PREVENTION EDUCATION | ||||||
| 126 E WING STREET STE 205 | ARLINGTON HEIGHTS | IL | 600046608 | ADVOCACY-STOP GUN VIOLENCE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,536 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,330 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $710 | Amt |
| Net Investment Income | $710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $710 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $96,485 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,495 | Amt |
| Net Investment Income | $2,495 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,495 | AdjustedNetIncomeAmt |