CONSIDINE FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CONSIDINE FAMILY FOUNDATION (EIN 33-1684471)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202641359349101789
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T09:56:59-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14020 KINROSS LAKES PARKWAY SUITEAddressLine1Txt
Address Line2300AddressLine2Txt
CityRICHFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44286ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331684471EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CONSIDINE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONSBusinessNameControlTxt
Phone3306070377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1604 MERRIMAN ROADAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM CONSIDINEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3306070377PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS E GEDELIANPreparerPersonNm
PTINP00019536PTIN
Phone3308646661PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$518,834FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$259,706ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,368DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,368DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$264,651NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$342,875GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$264,651CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$533,725TotalRevAndExpnssAmt
Total Net Invst Incm$274,019TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,100LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,100LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,012OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,012OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,532TaxesRevAndExpnssAmt
Taxes Net Invst Incm$194TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$630OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$612OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,574TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,224TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,012TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,324TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,224TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$21,762TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$505,401ExcessRevenueOverExpensesAmt
Net Investment Income$271,795NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$31,245SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,418SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,418SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$181,584CorporateStockBOYAmt
Corporate Stock EOY$455,546CorporateStockEOYAmt
Corporate Stock EOYFMV$455,546CorporateStockEOYFMVAmt
Corporate Bonds BOY$29,742CorporateBondsBOYAmt
Corporate Bonds EOY$39,870CorporateBondsEOYAmt
Corporate Bonds EOYFMV$39,870CorporateBondsEOYFMVAmt
Total Assets BOY$242,571TotalAssetsBOYAmt
Total Assets EOY$518,834TotalAssetsEOYAmt
Total Assets EOYFMV$518,834TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$242,571RetainedEarningBOYAmt
Retained Earning EOY$518,834RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$242,571TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$518,834TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$242,571TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$518,834TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$242,571TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$505,401ExcessRevenueOverExpensesAmt
Other Increases$22,137OtherIncreasesAmt
Subtotal$770,109SubtotalAmt
Other Decreases$251,275OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$518,834TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESD$259,996$8,431$251,565$251,565
PUBLICLY TRADED SECURITIESP$70,816$69,793$1,023$1,023
CAPITAL GAINS DIVIDENDSP$12,063$12,063$12,063
FieldValueIRS element (for citing)
Capital Gain Net Income$264,651CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,778InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,778SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,778TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,250EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,250TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,528TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM CONSIDINEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3306070377PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1604 MERRIMAN ROADAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44303ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM CONSIDINE
604 MERRIMAN ROADAKRONOH44303PRESIDENT1.00$0$0$0
REBECCA CONSIDINE
604 MERRIMAN ROADAKRONOH44303VICE PRESIDENT1.00$0$0$0
MICHAEL CONSIDINE
604 MERRIMAN ROADAKRONOH44303TREASURER1.00$0$0$0
MATTHEW CONSIDINE
604 MERRIMAN ROADAKRONOH44303ASST. TREASURER1.00$0$0$0
CATHRYN CONSIDINE-OMALLEY
604 MERRIMAN ROADAKRONOH44303SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$246,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,416AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$306,049TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$306,049AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,591CashDeemedCharitableAmt
Net Vl Noncharitable Assets$301,458NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,073MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,073MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,778TaxBasedOnInvestmentIncomeAmt
Total Tax$3,778TotalTaxAmt
Distributable Before Adj$11,295DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,295DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,295DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$21,762ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$21,762QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,295DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,039ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,039TotalExcessDistributionCyovAmt
Qualifying Distributions$21,762QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,295AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,467RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,506TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,506ExcessDistriCyovToNextYrAmt
Excess From Year1$1,039ExcessFromYear1Amt
Excess From Current Year$10,467ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM CONSIDINEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIRESTONE AQUATIC ASSOCIATION
109 WINSTON ROADAKRONOH443136221PCGENERAL SUPPORT$250
THE WELL
647 EAST MARKET STREETAKRONOH44304PCGENERAL SUPPORT$15,000
AMERICAN NATIONAL RED CROSS
501 WEST MARKET STREETAKRONOH44303PCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,368ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$264,651ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$274,019ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,019TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM CONSIDINEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1604 MERRIMAN RDAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44303ZIPCd
FieldValueIRS element (for citing)
Total Contributions$256,543TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$256,543FairMarketValueAmt
Received2025-10-14ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,300DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$39,870EOYBookValueAmt
EOYFMV$39,870EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITYStockNm
EOY Book Value$455,546EOYBookValueAmt
EOYFMV$455,546EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$4,100LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,100DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDONOR BASIS ADJUSTMENTDesc
Amt$251,275Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$612$0$612
BANK CHARGES$18$18$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$22,137Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$2,012Amt
Net Investment Income$2,012NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$4,532$0$0
FOREIGN TAXES$0$194$0

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