MINKE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MINKE FOUNDATION INC (EIN 43-1985255)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349101496
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T11:44:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223141522 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLODZEY & COX CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E CLEMENTON RD STE 101 NORTH | AddressLine1Txt |
| City | GIBBSBORO | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080261165 | 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 | 431985255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MINKE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MINK | BusinessNameControlTxt |
| Phone | 8567840155 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 GLEN LAKE DRIVE | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERICA YANKOWSKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8567840155 | PhoneNum |
| Signature | 2025-11-12 | 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 | RAYMOND J COX | PreparerPersonNm |
| PTIN | P01390685 | PTIN |
| Phone | 8567840155 | PhoneNum |
| Preparation | 2025-11-11 | 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 | $878,548 | 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 | $42,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,467 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $42,467 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $42,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,467 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $42,467 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $913 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,467 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,467 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $700,289 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $742,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $743,943 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $179,368 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $133,788 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $134,605 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $879,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $876,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $878,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $879,657 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $876,731 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $879,657 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $876,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $879,657 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $876,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $879,657 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,532 | ExcessRevenueOverExpensesAmt |
| Subtotal | $878,125 | SubtotalAmt |
| Other Decreases | $1,394 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $876,731 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $590 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $590 | SubtotalAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $571 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,271 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $679 | OverpaymentAmt |
| Applied To ES Tax | $679 | 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 |
| 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 | ERICA YANKOWSKI | IndividualWithBooksNm |
| Phone | 8567840155 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2185 CHESTNUT STREET | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17001 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EILEEN P MINKE | ||||||||
| 36 GLEN LAKE DRIVE | MEDFORD | NJ | 08055 | SEC/TREAS | 000.00 | $0 | $0 | $0 |
| ERICA YANKOWSKI | ||||||||
| 2185 CHESTNUT STREET | CAMP HILL | PA | 17001 | PRESIDENT | 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 | $155,899 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $734,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $890,515 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $890,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $877,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $590 | TotalTaxAmt |
| Distributable Before Adj | $43,268 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,268 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,268 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $42,971 | UndistributedIncomePYAmt |
| Qualifying Distributions | $43,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $42,971 | AppliedToYear1Amt |
| Applied To Current Year | $379 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $42,889 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL WELFARE ASSOCIATION | ||||||||
| 509 CENTENNIAL BLVD | VOORHEES | NJ | 08043 | N/A | NP | DONATION | $1,000 | |
| BOYS TOWN | ||||||||
| 1708 E PASSYUNK AVE | PHILADELPHIA | PA | 19148 | N/A | NP | DONATION | $100 | |
| CAPTAIN ERICK FOSTER MEMORIAL RIDE | ||||||||
| 2037 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | N/A | NP | DONATION | $3,500 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| PO BOX 249 | GREENCASTLE | PA | 17225 | N/A | NP | DONATION | $100 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | N/A | NP | DONATION | $1,000 | 16TH FLOOR |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTES AVE NE | WASHINGTON | DC | 20077 | N/A | NP | DONATION | $100 | BOX 97057 |
| INJURED MARINE SEMPER FI FUND | ||||||||
| 825 COLLEGE BLVD | OCEANSIDE | CA | 92057 | N/A | NP | DONATION | $500 | SUITE 102 PMB 609 |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD | ARLINGTON | VA | 22203 | N/A | NP | DONATION | $500 | SUITE 900 |
| LOYOLA UNIVERSITY | ||||||||
| 6363 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | N/A | NP | DONATION | $100 | |
| OPTIONS FOR WOMEN | ||||||||
| 1500 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | N/A | NP | DONATION | $100 | 110 |
| SACRED HEART SCHOOL | ||||||||
| 1739 FERRY AVE | CAMDEN | NJ | 08104 | N/A | NP | SCHOLARSHIPS | $25,000 | BROADWAY AND FERRY |
| SALVATION ARMY CAMDEN CORP | ||||||||
| 1865 HARRISON AVE | CAMDEN | NJ | 08105 | N/A | NP | DONATION | $500 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 3551 NORTH BROAD STREET | PHILADELPHIA | PA | 19140 | N/A | NP | DONATION | $100 | |
| SMILE TRAIN | ||||||||
| 663 THIRD AVE | NEW YORK | NY | 10017 | N/A | NP | DONATION | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSP | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | NP | DONATION | $200 | |
| ST MARY OF THE LAKES CHURCH | ||||||||
| 40 JACKSON ROAD | MEDFORD | NJ | 08055 | N/A | NP | DONATION | $4,800 | |
| ST VINCENT DEPAUL ST MARYS | ||||||||
| 40 JACKSON ROAD | MEDFORD | NJ | 08055 | N/A | NP | DONATION | $400 | PO BOX 1131 |
| THE CHURCH OF THE GOOD SHEPHERD | ||||||||
| 3435 E TRINDLE ROAD | CAMP HILL | PA | 17011 | N/A | NP | DONATION | $1,000 | |
| UNBOUND | ||||||||
| ONE ELMWOOD AVE | KANSAS CITY | KS | 66103 | N/A | NP | DONATION | $350 | |
| UNMET NEEDS PROGRAMVFW F | ||||||||
| 406 WEST 34TH ST | KANSAS CITY | MO | 64111 | N/A | NP | DONATION | $500 | SUITE 920 |
| WARRIOR CANINE CONNECTION | ||||||||
| 14934 SCHAEFFER ROAD | BOYDS | MD | 20841 | N/A | NP | DONATION | $500 | |
| SAMARITAN HEALTH HOSPICE | ||||||||
| PO BOX 71425 | PHILADELPHIA | PA | 19176 | N/A | NP | DONATION | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $264 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,467 | ExclusionAmt |
| Related Or Exempt Function Incm | $264 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,731 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FIDELITY Z73-216399 | AssetDesc |
| Acquired | 2015-06 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2024-09 | SoldDt |
| Gross Sales Price | $45,000 | GrossSalesPriceAmt |
| Basis | $44,736 | BasisAmt |
| Total Net | $264 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY BOND INVESTMENTS | BondNm |
| EOY Book Value | $133,788 | EOYBookValueAmt |
| EOYFMV | $134,605 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ADJ | Desc |
| Amt | $1,394 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| TAXES | $913 |
| INVESTMENT FEES |