DENNIS G PUNCHES CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS G PUNCHES CHARITABLE FOUNDATION INC (EIN 39-2014960)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202601359349102895
- Schema version
- 2025v4.0
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T14:31:38-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391500415 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALKOWICZ BOCZKIEWICZ & CO SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 E MAIN ST STE 100 | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392014960 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS G PUNCHES CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENN | BusinessNameControlTxt |
| Phone | 4144183427 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3058 NW RADCLIFFE WAY | AddressLine1Txt |
| City | PALM CITY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34990 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEVERLY WORTMAN | PersonNm |
| Person Title | PRES & TREAS | PersonTitleTxt |
| Phone | 2625229191 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VALORIE A BOCZKIEWICZ | PreparerPersonNm |
| PTIN | P00165204 | PTIN |
| Phone | 2625480444 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,738,784 | 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 | $9,512 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,512 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,512 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $66,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,043 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $66,043 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $492,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,299 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,854 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $75,555 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,607 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,470 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,566 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $28,143 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $134,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,854 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75,555 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $5,061 | CashEOYAmt |
| Cash EOYFMV | $5,061 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,226,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,172,171 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,733,723 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $2,226,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,177,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,738,784 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $20,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,206,933 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,154,732 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,226,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,174,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,226,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,177,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,226,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,289 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,088 | OtherIncreasesAmt |
| Subtotal | $2,174,732 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,174,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CORENERGY INFRASTRUCTURE | P | 2018-02-13 | 2025-01-22 | $3 | $262 | -$259 | -$259 |
| ATLAS CORP PFD D PERPTL | P | 2018-02-13 | 2025-07-10 | $17,500 | $15,714 | $1,786 | $1,786 |
| CITY NB FL | P | 2025-04-09 | 2025-10-20 | $65,000 | $65,000 | ||
| PARKE BK | P | 2024-12-18 | 2025-03-27 | $65,000 | $65,000 | ||
| BAIRD ACCT6401-ST SALES | P | $90,398 | $102,580 | -$12,182 | -$12,182 | ||
| BAIRD ACCT6401-LT SALES | P | $254,491 | $211,537 | $42,954 | $42,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,299 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12,182 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,499 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,499 | SubtotalAmt |
| Tax Based On Investment Income | $1,499 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $701 | OverpaymentAmt |
| Applied To ES Tax | $701 | AppliedToESTaxAmt |
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 |
| 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 | BEVERLY WORTMAN | IndividualWithBooksNm |
| Phone | 4144183427 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3058 NW RADCLIFFE WAY | AddressLine1Txt |
| City | PALM CITY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34990 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BEVERLY WORTMAN | ||||||||
| 3058 NW RADCLIFFE WAY | PALM CITY | FL | 34990 | PRES & TREAS | 2.00 | $500 | $0 | $0 |
| ROBERT DUERSTEN | ||||||||
| N28 W23000 ROUNDY DR SUITE 102 | PEWAUKEE | WI | 53072 | DIRECTOR | 1.00 | $500 | $0 | $0 |
| JONATHAN ROGERS | ||||||||
| N28 W23000 SUITE 102 | PEWAUKEE | WI | 53072 | DIRECTOR | 1.00 | $500 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,499 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,499 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $134,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $134,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $135,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $139,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $146,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $126,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $663,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $134,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $134,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $797,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $135,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $662,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $139,000 | ExcessFromYear4Amt |
| Excess From Year3 | $146,000 | ExcessFromYear3Amt |
| Excess From Year2 | $116,500 | ExcessFromYear2Amt |
| Excess From Year1 | $126,500 | ExcessFromYear1Amt |
| Excess From Current Year | $134,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| KETTLE MORAINE LUTHERAN HIGH SCHOOL | ||||||||
| FOUNDATION | 3399 DIVISION ROAD | JACKSON | WI | 530379707 | NONE | PC | GENERAL SUPPORT | $30,000 |
| PALM BEACH CO FISHING FOUNDATION | ||||||||
| 201 5TH STREET | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL SUPPORT | $55,000 | |
| TEAM RIVER RUNNER | ||||||||
| 5007 STONE ROAD | ROCKVILLE | MD | 20853 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| WCTC FOUNDATION INC | ||||||||
| 800 MAIN STREET | PEWAUKEE | WI | 53072 | NONE | PC | SCHOLARSHIPS | $34,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,512 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,043 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,299 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $107,854 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,854 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,607 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| ANNUAL REPORT | $25 |
| BANK CHARGES | $30 |
| INVESTMENT FEES | $21,511 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PP ADJ FOR INVESTMENT BASIS | Desc |
| Amt | $2,088 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO DENNIS PUNCHES REV TRUST | Desc |
| EOY Book Value | $2,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ESTIMATED EXCISE TAXES | $2,200 |
| EXCISE TAX | $1,230 |
| FOREIGN TAX | $40 |