FOREHAND FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOREHAND FAMILY FOUNDATION (EIN 27-6368488)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349101303
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T08:39:17-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581608736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINS CLENNEY RUMSEY HUCKABY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 705 E 17TH AVE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 310151514 | 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 | 276368488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOREHAND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORE | BusinessNameControlTxt |
| Phone | 2299385156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 EAST 15TH AVENUE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A FOREHAND JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J RUMSEY CPA | PreparerPersonNm |
| PTIN | P01073870 | PTIN |
| Phone | 2292737211 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $372,161 | 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 | $9,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,896 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,236 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,117 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,559 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,558 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,329 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,329 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,558 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,390 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,348 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,743 | CashBOYAmt |
| Cash EOY | $926 | CashEOYAmt |
| Cash EOYFMV | $926 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,081 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $61,165 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $73,865 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $61,165 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $61,165 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $219,835 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $268,975 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $291,989 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $329,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $349,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $372,161 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $329,757 | CapitalStockBOYAmt |
| Capital Stock EOY | $349,147 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $329,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $349,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $329,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $349,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $329,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,390 | ExcessRevenueOverExpensesAmt |
| Subtotal | $349,147 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $349,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $79,007 | $75,722 | $3,285 | $3,285 |
| PUBLICLY TRADED SECURITIES | P | $155,756 | $114,145 | $41,611 | $41,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,896 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,285 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $686 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $686 | SubtotalAmt |
| Tax Based On Investment Income | $686 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,657 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,657 | TotalPaymentsAndCreditsAmt |
| Overpayment | $971 | OverpaymentAmt |
| Applied To ES Tax | $971 | AppliedToESTaxAmt |
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 | GA | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | DAVID A FOREHAND JR | IndividualWithBooksNm |
| Phone | 2299385156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 EAST 15TH AVENUE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A FOREHAND JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 EAST 15TH AVENUE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.25 | 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 | $279,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,515 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $374,756 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $374,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $369,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,457 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,457 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $686 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $686 | TotalTaxAmt |
| Distributable Before Adj | $17,771 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,771 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,771 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,958 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $29,958 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,771 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,018 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $576,456 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,403 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,208 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $642,085 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,958 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,771 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,187 | RemainingDistriFromCorpusAmt |
| Total Corpus | $654,272 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,018 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $638,254 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $576,456 | ExcessFromYear4Amt |
| Excess From Year3 | $31,403 | ExcessFromYear3Amt |
| Excess From Year2 | $18,208 | ExcessFromYear2Amt |
| Excess From Current Year | $12,187 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A FOREHAND JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID A FOREHAND JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 EAST 15TH AVENUE | AddressLine1Txt |
| City | CORDELE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2299385156 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORMS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS DETERMINED BY TRUSTEE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRIST EPISCOPAL CHURCH | |||||||
| 408 SOUTH FIRST STREET | CORDELE | GA | 31015 | N/A | PC | GENERAL SUPPORT | $21,000 |
| CRISP COUNTY COMMUNITY COUNCIL | |||||||
| 1129 NORTH 5TH ST EXT | CORDELE | GA | 31015 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GEORGIA WOMEN OF ACHIEVEMENT INC | |||||||
| 4760 FORSYTH ROAD | MACON | GA | 31210 | N/A | PC | GENERAL SUPPORT | $2,500 |
| CANDLER SCHOOL OF THEOLOGY | |||||||
| 1531 DICKEY DR | ATLANTA | GA | 30322 | N/A | PC | GENERAL SUPPORT | $1,500 |
| EL FARO UNITED METHODIST CHURCH | |||||||
| 510 OAKRIDGE DRIVE | ALBANY | GA | 31705 | N/A | PC | GENERAL SUPPORT | $900 |
| CORDELE-CRISP COMMUNITY LEAGUE | |||||||
| PO BOX 1235 | CORDELE | GA | 31010 | N/A | PC | GENERAL SUPPORT | $500 |
| PENIEL RECOVERY MINISTRIES INC | |||||||
| 830 SEAGO RD | PINEHURST | GA | 31070 | N/A | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,340 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,896 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,236 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,117 | Amt |
| Net Investment Income | $1,559 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,558 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SUNTRUST INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $268,975 | BookValueAmt |
| EOYFMV | $291,989 | EOYFMVAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|---|
| MARVIN T MCAFEE | |||||||||
| N/A | $70,000 | $28,365 | 2023-12 | 2027-01 | PRINCIPAL | 0.0000 | N/A | EDUCATIONAL | N/A |
| REYNALDO FELIPE RICARDO | |||||||||
| N/A | $40,000 | $32,800 | 2023-12 | 2029-06 | PRINCIPAL | 0.0000 | N/A | CHARITABLE | N/A |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $3,329 | Amt |
| Net Investment Income | $3,329 | NetInvestmentIncomeAmt |