NEEDLES FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NEEDLES FAMILY FOUNDATION INC (EIN 65-0754688)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349104959
- 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
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:35:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233060583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISCHER CUNNANE & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TURNER LN | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193804805 | 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 | 650754688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEEDLES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEED | BusinessNameControlTxt |
| Phone | 6102477058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 WATERFORD CT | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLIE NEEDLES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6102477058 | PhoneNum |
| Signature | 2024-11-17 | SignatureDt |
| 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 | RICHARD R STIEBRITZ JR CPA | PreparerPersonNm |
| PTIN | P00840383 | PTIN |
| Phone | 6104311003 | PhoneNum |
| Preparation | 2025-11-17 | 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 | $17,662 | 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 | $5,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,354 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,354 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,117 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,001 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $107 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $12,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,355 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,461 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,237 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,237 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $57 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $57 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,294 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,294 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,294 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,720 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,061 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,167 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,662 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $161,014 | CorporateStockBOYAmt |
| Corporate Stock EOY | $148,653 | CorporateStockEOYAmt |
| Total Assets BOY | $171,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $166,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,662 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $171,028 | CapitalStockBOYAmt |
| Capital Stock EOY | $166,315 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $171,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $166,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $171,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $166,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $171,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,713 | ExcessRevenueOverExpensesAmt |
| Subtotal | $166,315 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $166,315 | 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 | $2,460 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,353 | CostOrOtherBasisAmt |
| Gain Or Loss | $107 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $107 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,001 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $107 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $70 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $70 | SubtotalAmt |
| Tax Based On Investment Income | $70 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $70 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| 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 | RANDY NEEDLES | IndividualWithBooksNm |
| Phone | 6102477058 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8302 OLD YORK RD C26 | AddressLine1Txt |
| City | ELKINS PARK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | 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 |
|---|---|---|---|---|---|---|---|---|
| SALLIE NEEDLES | ||||||||
| 1221 WATERFORD CT | GLADWYNE | PA | 19035 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| BETH OST | ||||||||
| 1221 WATERFORD CT | GLADWYNE | PA | 19035 | SECRETARY | 000.00 | $0 | $0 | $0 |
| RANDY NEEDLES | ||||||||
| 1221 WATERFORD CT | GLADWYNE | PA | 19035 | TREASURER | 000.00 | $0 | $0 | $0 |
| JAY NEEDLES | ||||||||
| 1221 WATERFORD CT | GLADWYNE | PA | 19035 | VICE-PRESIDE | 000.00 | $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 | $159,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,165 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $173,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70 | TotalTaxAmt |
| Distributable Before Adj | $8,458 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,458 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,458 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,720 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,720 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,458 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,636 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,080 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,142 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,078 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $45,936 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,720 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,458 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,262 | RemainingDistriFromCorpusAmt |
| Total Corpus | $53,198 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,636 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,562 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,080 | ExcessFromYear4Amt |
| Excess From Year3 | $12,142 | ExcessFromYear3Amt |
| Excess From Year2 | $12,078 | ExcessFromYear2Amt |
| Excess From Current Year | $7,262 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDY NEEDLES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 WATERFORD CT | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6102477058 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST SHOWING SPECIFIC USE TO WHICH FUNDS WILL BE PUT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 31 OF THE FOLLOWING YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AS DETERMINED BY THE DIRECTORS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| OLD YORK RD TEMPLE BETH | ||||||
| 917 OLD YORK RD | ABINGTON | PA | 19001 | CHARITY | $3,220 | |
| AMER BEN GURION UNIV | ||||||
| 261 OLD YORK RD | JENKINTOWN | PA | 19046 | CHARITY | $5,000 | |
| JEWISH FED OF PHILA | ||||||
| 2001 MARKET ST | PHILADELPHIA | PA | 19103 | CHARITY | $7,500 | SUITE 2300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,720 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $5,354 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $894 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,053 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 25 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,248 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,053 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,301 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $40,763 | GrossSalesPriceAmt |
| Basis | $34,817 | BasisAmt |
| Total Net | $5,946 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| VARIOUS EQUITIES | $48,441 |
| FIXED INCOME | $100,212 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| MISCELLANEOUS |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,237 | Amt |
| Net Investment Income | $1,237 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,237 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $57 | Amt |
| Net Investment Income | $57 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57 | AdjustedNetIncomeAmt |