MAX KAGAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAX KAGAN FAMILY FOUNDATION (EIN 01-6019033)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-10
- IRS object ID
- 202522539349100807
- Schema version
- 2024v5.2
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-10T09:46:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 GRANITE STREET SUITE 1200 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | 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 | 016019033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAX KAGAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXK | BusinessNameControlTxt |
| Phone | 2075761170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1240 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 042111240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR CANDACE K PLATZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2075761170 | PhoneNum |
| Signature | 2025-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA KIELCZEWSKI | PreparerPersonNm |
| PTIN | P00740769 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2025-09-07 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,772,009 | 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 | $43,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,466 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,466 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $426,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,389,874 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $426,579 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $577,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $533,673 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,846 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,423 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,423 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,082 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,041 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,041 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,529 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,764 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,765 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $54,964 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,964 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $488 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $248 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $248 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,322 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,680 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,477 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $313,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $313,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,680 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $192,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $470,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $183,852 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $181,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $181,597 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $53,234 | AcctRcvblAmt |
| Acct Rcvbl BOY | $37,784 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $53,234 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $53,234 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $50,041 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $50,026 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $53,307 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,488,806 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,668,012 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,483,871 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,760,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,952,869 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,772,009 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,545,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,545,996 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,214,487 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,406,873 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,760,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,952,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,760,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,952,869 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,760,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $192,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,952,869 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,952,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,389,874 | GrossSalesPriceAmt |
| Cost Or Other Basis | $963,295 | CostOrOtherBasisAmt |
| Gain Or Loss | $426,579 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $426,579 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $426,579 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,307 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,107 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,560 | OverpaymentAmt |
| Applied To ES Tax | $6,560 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR CANDACE K PLATZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2075761170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1240 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 042111240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD GROSSMAN | ||||||||
| PO BOX 1240 | AUBURN | ME | 04211 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR CANDACE K PLATZ | ||||||||
| PO BOX 1240 | AUBURN | ME | 04211 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DANIEL KAGAN | ||||||||
| PO BOX 1240 | AUBURN | ME | 04211 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NIKKI KAGAN HARISHONM | ||||||||
| PO BOX 1240 | AUBURN | ME | 04211 | TRUSTEE | 1.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,323,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,526 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,496,060 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,496,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,441 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,413,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,547 | TotalTaxAmt |
| Distributable Before Adj | $264,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,134 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,042 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $321,042 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $243 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $20,113 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $20,356 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,042 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $264,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,908 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $77,264 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $77,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $243 | ExcessFromYear4Amt |
| Excess From Year2 | $20,113 | ExcessFromYear2Amt |
| Excess From Current Year | $56,908 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR CANDACE K PLATZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1240 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2075761170 | RecipientPhoneNum |
| Recipient Email Address | CANDYPLATZ@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGASSIZ VILLAGE SUMMER CAMP | |||||||
| 238 BEDFORD STREET SUITE 8 | LEXINGTON | MA | 02420 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| AMERICA GIVES | |||||||
| 228 PARK AVE S 71410 | NEW YORK | NY | 100031502 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| AMERICAN JEWISH JOINT DISTRIBU | |||||||
| 220 EAST 42ND ST SUITE 400 | NEW YORK | NY | 10017 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| ANIMAL REFUGE LEAGUE | |||||||
| PO BOX 336 | WESTBROOK | ME | 040980336 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 40 COURT ST 12 | BOSTON | MA | 02108 | NONE | PC | OPERATIONAL SUPPORT | $8,200 |
| ARTIS NAPLES | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| BACKYARD GROWERS | |||||||
| 103R MAPLEWOOD AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| BACKYARD GROWERS | |||||||
| 6200 AUTUMN OAKS LANE | NAPLES | FL | 34119 | NONE | PC | OPERATIONAL SUPPORT | $3,000 |
| BELLA'S PROMISE PET RESCUE | |||||||
| 9932 BAYWATER DR | BOCA RATON | FL | 334962142 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| BROOKE USA | |||||||
| 2333 ALEXANDRIA DR | LEXINGTON | KY | 40504 | NONE | PC | OPERATIONAL SUPPORT | $13,750 |
| BU HILLEL | |||||||
| 213 BAY STATE ROAD | BOSTON | MA | 02215 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| CAFE OF LIFE | |||||||
| 26724 NOMAD DR | BONITA SPRINGS | FL | 34135 | NONE | PC | OPERATIONAL SUPPORT | $3,000 |
| CAPE ANN ANIMAL AID | |||||||
| 4 PAWS LN | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| CAPE ANN MUSEUM | |||||||
| 27 PLEASANT STREET | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,300 |
| CHABAD OF STGEORGE | |||||||
| 569 EAST 200 SOUTH | ST GEORGE | UT | 84770 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| CHARLES RIVER SCHOOL | |||||||
| 6 OLD MEADOW RDPO BOX 339 | DOVER | MA | 02030 | NONE | PC | OPERATIONAL SUPPORT | $3,000 |
| CHOWDY FOUNDATION | |||||||
| 321 LINDEN ST | WINNETKA | IL | 60093 | NONE | PC | OPERATIONAL SUPPORT | $450 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| KRAFT FAMILY BUILDING 126 HIGH ST | BOSTON | MA | 021102700 | NONE | PC | OPERATIONAL SUPPORT | $3,500 |
| CORKSCREW SWAMP SANCTUARY | |||||||
| 375 SANCTUARY RD | NAPLES | FL | 34120 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| CORNELL UNIVERSITY VETERINARY COLLEGE | |||||||
| COLLEGE OF VETERINARY MEDICINE | ITHACA | NY | 14853 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON ST | WELLESLEY HILLS | MA | 02481 | NONE | PC | OPERATIONAL SUPPORT | $5,500 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| EARTH JUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | PC | OPERATIONAL SUPPORT | $1,500 |
| ESSEX COUNTY GREENBELT | |||||||
| 82 EASTERN AVE | ESSEX | MA | 01929 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| ETZ CHAIM SYNAGOGUE | |||||||
| 267 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| FIRST TEE - NAPLES COUNTRY | |||||||
| 1370 CREEKSIDE BLVD | NAPLES | FL | 34108 | NONE | PC | OPERATIONAL SUPPORT | $1,500 |
| FOUNDATION NONDUALIT | |||||||
| 10 DEER PATH | LEBANON | NJ | 08833 | NONE | PC | OPERATIONAL SUPPORT | $10,465 |
| FREEPORT COMMUNITY SERVICES | |||||||
| PO BOX 119 / 53 DEPOT ST | FREEPORT | ME | 04032 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| FRIENDS OF ISRAEL DEFENSE FORCE | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | OPERATIONAL SUPPORT | $20,000 |
| FRIENDS OF MA'AGALIM | |||||||
| 4101 PINE TREE DR UNIT 509 | MIAMI BEACH | FL | 33140 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| FRIENDS OF THE ARAVA INSTITUTE | |||||||
| 1320 CENTRE STREET SUITE 206 | NEWTON | MA | 02459 | NONE | PC | OPERATIONAL SUPPORT | $2,250 |
| FRIENDS OF UNITED HATZALA | |||||||
| 442 5TH AVE | STE NY | NY | 10018 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVE STE 1702 | NEW YORK | NY | 10022 | NONE | PC | OPERATIONAL SUPPORT | $12,500 |
| GENEROUS GARDENERS | |||||||
| 101 WESTERN AVE SUITE 1 | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| GREATER ANDROSCOGGIN HUMANE SOCIETY | |||||||
| 55 STRAWBERRY AVE | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| GREATER MIAMI HILLEL FOUNDATION | |||||||
| 1100 STANFORD DR | CORAL GABLES | FL | 33146 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| GULFSHORE PLAYHOUSE | |||||||
| 755 8TH AVE S | NAPLES | FL | 34102 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| HARRY CHAPIN FOOD BANK | |||||||
| 3760 FOWLER STREET | FORT MYERS | FL | 33901 | NONE | PC | OPERATIONAL SUPPORT | $4,500 |
| HARVARD HILLEL | |||||||
| 52 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| HILLS & FALLS NURSERY SCHOOL | |||||||
| 258 CONCORD ST | LOWER FALLS | MA | 02462 | NONE | PC | OPERATIONAL SUPPORT | $1,500 |
| HOLOCAUST AND HUMAN RIGHTS CENTER | |||||||
| 46 UNIVERSITY DR | AUGUSTA | ME | 04330 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| HOLOCAUST MUSEUM & COHEN EDUCATION CENTER | |||||||
| 975 IMPERIAL GOLF COURSE BLVD | NAPLES | FL | 34110 | NONE | PC | OPERATIONAL SERVICES | $5,000 |
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA | |||||||
| 505 EIGHT AVENUE SUITE 902 | NEW YORK | NY | 10018 | NONE | PC | OPERATIONAL SUPPORT | $4,500 |
| ISRAEL (US) GLOBAL HUMANITARIAN AID INC | |||||||
| 9663 SANTA MONICA BLVD 848 | BEVERLY HILLS | CA | 90210 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| ISRAEL GUIDE DOG CENTER (USA) | |||||||
| 968 EASTON RD - SUITE H | WARRINGTON | PA | 18976 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| ISRAEL-AMERICAN COUNCIL (IAC) | |||||||
| 6530 WINNETKA AVE | WOODLAND HILLS | CA | 91367 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| JEWISH COMMUNITY ALLIANCE | |||||||
| 57 ASHMONT ST | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| JEWISH FAMILY SERVICE OF METRO DETROIT | |||||||
| 25900 GREENFIELD RD SUITE 405 | OAK PARK | MI | 48237 | NONE | PC | OPERATIONAL SUPPORT | $3,000 |
| JEWISH FAMILY SERVICES OF METROWEST | |||||||
| 475 FRANKLIN ST 101 | FRAMINGHAM | MA | 01702 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| JEWISH FEDERATION OF GREATER N | |||||||
| 4720 PINE RIDGE RD | NAPLES | FL | 34119 | NONE | PC | OPERATIONAL SUPPORT | $6,000 |
| JEWISH FEDERATION OF SOUTH PALM | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PC | OPERATIONAL SUPPORT | $3,000 |
| JEWISH HISTORICAL SOCIETY OF S | |||||||
| 8805 TAMIAMI TRAIL NORTH 255 | NAPLES | FL | 34108 | NONE | PC | OPERATIONAL SUPPORT | $2,000 |
| JEWISH PHILANTHROPIES OF SOUTH | |||||||
| 3718 E RIVER RD | TUCSON | AZ | 85718 | NONE | PC | OPERATIONAL SUPPORT | $5,400 |
| JGIVE-FRIENDS OF KEREN ASOR FU | |||||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| LAST STOP HORSE RESCUE | |||||||
| 938 TAR RIDGE ROAD | PRENTISS | ME | 04487 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | NONE | PC | OPERATIONAL SUPPORT | $4,000 |
| MAINE JEWISH MUSEUM | |||||||
| 267 CONGRESS ST | PORTLAND | ME | 04101 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| MIDDLEBURY COLLEGE HILLEL | |||||||
| 700 EXCHANGE ST | MIDDLEBURY | VT | 05753 | NONE | PC | OPERATIONAL SUPPORT | $1,800 |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DR | NAPLES | FL | 34112 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| OCEAN ALLIANCE | |||||||
| 32 HORTON STREET | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $600 |
| ONE TAIL AT A TIME | |||||||
| 2144 N WOOD ST | CHICAGO | IL | 60614 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| PALSSKYHOPE | |||||||
| 7110 REPUBLIC AIRPORT 2ND FLOOR | FARMINGDALE | NY | 11735 | NONE | PC | OPERATIONAL SUPPORT | $11,250 |
| PAWS CHICAGO | |||||||
| 1997 CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| PEF ISRAEL ENDOWMENTS INC | |||||||
| 630 THIRD AVE STE 1501 | NEW YORK | NY | 10017 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| PJ LIBRARY | |||||||
| 67 HUNT ST | AGAWAM | MA | 01001 | NONE | PC | OPERATIONAL SUPPORT | $450 |
| RE WILD | |||||||
| PO BOX 129 | AUSTIN | TX | 78767 | NONE | PC | OPERATIONAL SUPPORT | $1,500 |
| ROTARY CLUB HILLSIDE | |||||||
| 316 HILLSIDE AVENUE | HILLSIDE | NJ | 07205 | NONE | PC | OPERATIONAL SUPPORT | $100 |
| RSQ | |||||||
| 1838 W 1020 N SUITE B | ST GEORGE | UT | 84770 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| SIT STAY READ | |||||||
| 2849 N CLARK ST | CHICAGO | IL | 60657 | NONE | PC | OPERATIONAL SUPPORT | $300 |
| ST MATTHEW'S HOUSE | |||||||
| 2001 AIRPORT ROAD S | NAPLES | FL | 34112 | NONE | PC | OPERATIONAL SUPPORT | $3,000 |
| STANDWITHUS | |||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 911992215 | NONE | PC | OPERATIONAL SUPPORT | $11,000 |
| STARABILITY FOUNDATION | |||||||
| 5125 CASTELLO DR | NAPLES | FL | 34103 | NONE | PC | OPERATIONAL SUPPORT | $4,000 |
| SUSAN CURTIS FOUNDATION | |||||||
| 1321 WASHINGTON AVE SUITE 104 | PORTLAND | ME | 04103 | NONE | PC | OPERATIONAL SUPPORT | $6,000 |
| TEMPLE BETH SHALOM | |||||||
| 193 EAST MT PLEASANT AVE | LIVINGSTON | NJ | 07039 | NONE | PC | OPERATIONAL SUPPORT | $9,500 |
| TEMPLE SHALOM SYNAGOGUE CTR ADDRESS | |||||||
| 670 HIGHLAND AVE | NEEDHAM | MA | 02494 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| THE GOOD PEOPLE FUND | |||||||
| 384 WYOMING AVENUE | MILBURN | NJ | 07041 | NONE | PC | OPERATIONAL SUPPORT | $6,400 |
| THE OPEN DOOR CAPE ANN FOOD PANTRY | |||||||
| 28 EMERSON AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $3,000 |
| TILTON SCHOOL | |||||||
| 30 SCHOOL ST | LEWISTON | ME | 04240 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| TRULY ALL CATS | |||||||
| 3147 FARGO AVE | LAKE WORTH | FL | 33467 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| UIA FEDERATION OF NEW YORK | |||||||
| PO BOX 4227 | NEW YORK | NY | 102614227 | NONE | PC | OPERATIONAL SUPPORT | $500 |
| UNIVERSITY OF ARIZONA HILLEL | |||||||
| 1245 E 2ND ST | TUCSON | AZ | 85719 | NONE | PC | OPERATIONAL SUPPORT | $1,800 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02115 | NONE | PC | OPERATIONAL SUPPORT | $250 |
| WELLSPRING HOUSE | |||||||
| 302 ESSEX AVE | GLOUCESTER | MA | 01930 | NONE | PC | OPERATIONAL SUPPORT | $3,000 |
| WESTERN MAINE CENTER FOR CHILD | |||||||
| 3209 CARRABASSETT DR 2 | CARRABASSETT VALLEY | ME | 049475729 | NONE | PC | OPERATIONAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $313,565 | 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 | $14,466 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,628 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $426,579 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $533,673 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $533,673 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CANDACE & JAMES PLATZ | ||||||
| 1 | PO BOX 1240 | AUBURN | ME | 14211 | $10,000 | Yes (X) |
| LEAH GRACE KAYLER | ||||||
| 2 | 116 EAST MAIN ST | GLOUCESTER | MA | 01930 | $10,000 | Yes (X) |
| DANIEL & JULIE KAGAN | ||||||
| 3 | 2 ROLAND KIMBALL RD | FREEPORT | ME | 04032 | $10,000 | Yes (X) |
| BETH GROSSMAN & RICK BOBROW | ||||||
| 4 | 2640 GREY OAKS DRIVE NORTH 29 | NAPLES | FL | 34105 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,529 | Amt |
| Net Investment Income | $4,764 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,765 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,668,012 | EOYBookValueAmt |
| EOYFMV | $5,483,871 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $50,026 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $53,307 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $248 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $248 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $54,964 | Amt |
| Net Investment Income | $54,964 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,165 | $0 | $0 |
| FOREIGN TAXES PAID | $488 | $488 | $0 |