DONNER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DONNER FAMILY FOUNDATION (EIN 52-2284032)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349105289
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T19:28:05-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050519103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMER & FIRST PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 STATE ST | AddressLine1Txt |
| City | WARREN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028853120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522284032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONN | BusinessNameControlTxt |
| Phone | 5167913332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 LEWIS AVENUE | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRAH DONNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2018-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT M FIRST CPA | PreparerPersonNm |
| PTIN | P01233202 | PTIN |
| Phone | 4012471040 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.99.158.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 18:28:05 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E8026FD756C4D74DB0493CAE1A28443182B4BDCB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7F6145AA9A9ACAD162CF517A0BF0DE10EB8E5EF5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $186,095 | 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 | $13,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,547 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,547 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,547 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,245 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,792 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,547 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $11 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $650 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,781 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,547 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,538 | CashBOYAmt |
| Cash EOY | $4,131 | CashEOYAmt |
| Cash EOYFMV | $4,131 | CashEOYFMVAmt |
| Corporate Stock BOY | $152,108 | CorporateStockBOYAmt |
| Corporate Stock EOY | $181,964 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $181,964 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $154,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $186,095 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $154,646 | CapitalStockBOYAmt |
| Capital Stock EOY | $186,095 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $154,646 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $186,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $154,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $186,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $154,646 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,068 | OtherIncreasesAmt |
| Subtotal | $186,095 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $186,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,245 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $147,574 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023717 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $128,912 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018617 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $113,471 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.024235 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,085 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $89,922 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023187 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,335 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $59,771 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039066 | DistributionYr5Rt |
| Total Distribution | 0.128822 | TotalDistributionRt |
| Average Distribution | 0.025764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $167,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,324 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,372 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $96 | SubtotalAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $96 | 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 |
| 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 | DONNER@MARIATT.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRAH DONNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167913332 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 LEWIS AVENUE | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRAH DONNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 LEWIS AVENUE | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $167,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $170,371 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $170,371 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $167,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,391 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,391 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96 | TotalTaxAmt |
| Distributable Before Adj | $8,295 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,295 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,295 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,805 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,805 | AppliedToYear1Amt |
| Applied To Current Year | $445 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $7,850 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 LEWIS AVENUE | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501C3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $4,250 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,547 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,245 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,792 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,792 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | DIV EARNED ON INVEST FURTHER ADV ABILITY TO DIST | RelationshipStatementTxt |
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 | IRAH DONNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 LEWIS AVENUE | AddressLine1Txt |
| City | WOODMERE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $181,964 | EOYBookValueAmt |
| EOYFMV | $181,964 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| COSTS | $650 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $18,068 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $11 | Amt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |