MARKS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARKS FAMILY FOUNDATION (EIN 06-1601029)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202523149349102417
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T14:50:34-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472604526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYSTIC ACCOUNTING GROUP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 397 | AddressLine1Txt |
| City | MYSTIC | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06355 | 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 | 061601029 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 8609617281 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 226 | AddressLine1Txt |
| City | STONINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06378 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEAL BOBRUFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8609617281 | PhoneNum |
| Signature | 2025-11-10 | 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 B STEELE CPA | PreparerPersonNm |
| PTIN | P00157880 | PTIN |
| Phone | 8605361040 | PhoneNum |
| Preparation | 2025-11-10 | 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 | $2,488,152 | 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 |
| Interest On Sav Rev And Expnss | $35,557 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,057 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $35,557 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $30,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,286 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,286 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,412 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $65,843 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $592 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,412 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65,843 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $636 | CashBOYAmt |
| Cash EOY | $703 | CashEOYAmt |
| Cash EOYFMV | $703 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,890 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,194 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,194 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $750,720 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $621,064 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $621,064 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,489,024 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,742,191 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,742,191 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,312,270 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,488,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,488,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,312,270 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,488,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,312,270 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,488,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,312,270 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,488,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,312,270 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,454 | ExcessRevenueOverExpensesAmt |
| Other Increases | $232,336 | OtherIncreasesAmt |
| Subtotal | $2,488,152 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,488,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $464 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $464 | SubtotalAmt |
| Tax Based On Investment Income | $464 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $464 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | NEAL BOBRUFF | IndividualWithBooksNm |
| Phone | 8609617281 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 226 | AddressLine1Txt |
| City | STONINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06378 | 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 |
|---|---|---|---|---|---|---|---|---|
| NEAL BOBRUFF | ||||||||
| PO BOX 226 | STONINGTON | CT | 06378 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MARK BOBRUFF | ||||||||
| PO BOX 226 | STONINGTON | CT | 06378 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ELLEN REESE | ||||||||
| PO BOX 226 | STONINGTON | CT | 06378 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| PAUL BOBRUFF | ||||||||
| PO BOX 226 | STONINGTON | CT | 06378 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO HELP FUND HEALTHCARE IMPROVEMENTS AND MEDICAL RESEARCH TO QUALIFIED ORGANIZATIONS. TO SUPPORT SCHOLARSHIPS FOR FINANCIALLY CHALLENGED WORTHY COLLEGE STUDENTS AND TO SUPPORT OTHER COMMUNITY ENDEAVORS AS REQUESTED. | Description1Txt |
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 | $2,301,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,712 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,400,212 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,400,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,364,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $464 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $464 | TotalTaxAmt |
| Distributable Before Adj | $117,746 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $117,746 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $117,746 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $121,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,746 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $62,624 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,842 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,840 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,485 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $92,791 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $117,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,054 | RemainingDistriFromCorpusAmt |
| Total Corpus | $96,845 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $62,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,221 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,842 | ExcessFromYear4Amt |
| Excess From Year3 | $11,840 | ExcessFromYear3Amt |
| Excess From Year2 | $1,485 | ExcessFromYear2Amt |
| Excess From Current Year | $4,054 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NEAL BOBRUFF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 226 | AddressLine1Txt |
| City | STONINGTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06378 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8609617281 | RecipientPhoneNum |
| Recipient Email Address | NEAL@BOBRUFFLAW.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE NOTED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LAWRENCE & MEMORIAL HOSPITAL | |||||||
| 365 MONTAUK AVE | NEW LONDON | CT | 06320 | NONE | N/A | LUCAS DEVICE - EQUIPMENT | $14,000 |
| LAWRENCE & MEMORIAL HOSPITAL | |||||||
| 365 MONTAUK AVE | NEW LONDON | CT | 06320 | NONE | N/A | BEHAVIORAL HEALTH ROOMS - EQUIPMENT | $15,000 |
| LAWRENCE & MEMORIAL HOSPITAL | |||||||
| 365 MONTAUK AVE | NEW LONDON | CT | 06320 | NONE | N/A | BEHAVIORAL HEALTH FUND | $15,000 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 333 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | NONE | 06-1372107 | CBI EDUCATION FUND | $4,000 |
| CONGREGATION BETH ISRAEL | |||||||
| 701 FARMINGTON AVE | WEST HARTFORD | CT | 06119 | N/A | 06-0692758 | BUILDING COMMITMENT FUND | $6,000 |
| CHILDREN'S OF ALABAMA | |||||||
| 751 CAMPUS DR W - 1100 | TUSCALOOSA | AL | 35487 | NONE | 63-0307306 | HEALTH CARE FOR CHILDREN | $10,000 |
| DR MARTIN LUTHER KING SCHOLARSHIP | |||||||
| PO BOX 1308 | NEW LONDON | CT | 06320 | NONE | 06-6107846 | COLLEGE SCHOLARSHIP FUND | $6,000 |
| YALE SCHOOL OF MEDICINE | |||||||
| 333 CEDAR ST | NEW HAVEN | CT | 06510 | NONE | N/A | MEDICAL RESEARCH | $10,000 |
| COMMUNITY SPEAKS OUT | |||||||
| 124 NORTH ST | GROTON | CT | 06340 | NONE | N/A | ANNUAL FUND GIVING | $5,000 |
| AMAZING GRACE FOUNDATION | |||||||
| PO BOX 49245 | CHARLOTTE | NC | 28277 | NONE | N/A | CANCER CLINICAL TRIALS | $10,000 |
| LAWRENCE & MEMORIAL HOSPITAL | |||||||
| 365 MONTAUK AVE | NEW LONDON | CT | 06320 | NONE | N/A | FISHERS ISLAND ANNUAL FUNDRAISER | $16,000 |
| LAWRENCE & MEMORIAL HOSPITAL | |||||||
| 365 MONTAUK AVE | NEW LONDON | CT | 06320 | NONE | N/A | LUCAS DEVICE - EQUIPMENT | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $35,557 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $30,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $95 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,938 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,938 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,800 | Amt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | JANNEY | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $110,055 | GrossSalesPriceAmt |
| Basis | $110,029 | BasisAmt |
| Total Net | $26 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - STOCKS & OPTIONS | StockNm |
| EOY Book Value | $1,742,191 | EOYBookValueAmt |
| EOYFMV | $1,742,191 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $621,064 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $621,064 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $232,336 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $592 | Amt |