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THE MURTHYNAYAK FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE MURTHYNAYAK FOUNDATION INC (EIN 80-0016494)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202641359349101429
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)
Return2026-05-15T10:06:54-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521231901PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORFINE SCHILLER & GARDYN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110045 RED RUN BLVD SUITE 250AddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800016494EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MURTHYNAYAK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMURTBusinessNameControlTxt
Phone4438545837PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14100 N CHARLES ST 303AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHEELA MURTHYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4438545837PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT D RODGVILLE CPAPreparerPersonNm
PTINP00365285PTIN
Phone4103565900PhoneNum
Preparation2026-05-06PreparationDt
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$7,027,447FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$850,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$256,422DividendsRevAndExpnssAmt
Dividends Net Invst Incm$256,422DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$655,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,106,422TotalRevAndExpnssAmt
Total Net Invst Incm$256,422TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,678TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$335OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$240OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$95OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,013TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$240TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$95TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$218,513TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$240TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$215,595TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$887,909ExcessRevenueOverExpensesAmt
Net Investment Income$256,182NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,125,722SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,015,672SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,006,403SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,809,786USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,804,785USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,382,571USGovtObligationsEOYFMVAmt
Corporate Stock BOY$302,089CorporateStockBOYAmt
Corporate Stock EOY$302,089CorporateStockEOYAmt
Corporate Stock EOYFMV$441,294CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,790,033CorporateBondsBOYAmt
Corporate Bonds EOY$3,723,543CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,197,179CorporateBondsEOYFMVAmt
Total Assets BOY$7,027,630TotalAssetsBOYAmt
Total Assets EOY$7,846,089TotalAssetsEOYAmt
Total Assets EOYFMV$7,027,447TotalAssetsEOYFMVAmt
Other Liabilities BOY$69,450OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$69,450TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,958,180NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,846,089NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,958,180TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,846,089TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,027,630TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,846,089TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,958,180TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$887,909ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,846,089SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,846,089TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMERRILL LYNCHPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2025-12-31SoldDt
Gross Sales Price$655,000GrossSalesPriceAmt
Cost Or Other Basis$655,000CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,561InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,561SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,561TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,764EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,764TotalPaymentsAndCreditsAmt
Es Penalty$56EsPenaltyAmt
Tax Due$853TaxDueAmt

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 StateMDOrgReportOrRegisterStateCd
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 AddressMURTHYNAYAK.ORGWebsiteAddressTxt
Individual With BooksSHEELA MURTHYIndividualWithBooksNm
Phone4438545837PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line113702 SAXON LAKE DRIVEAddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32225ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHEELA MURTHY
13702 SAXON LAKE DRIVEJACKSONVILLEFL32225PRESIDENT1.00$0$0$0
VASANT NAYAK
13702 SAXON LAKE DRIVEJACKSONVILLEFL32225VICE PRESIDENT1.00$0$0$0
SHAY TAYLOR
4100 N CHARLES STREET 211BALTIMOREMD21218SECRETARY1.00$0$0$0
VIJAY NAYAK
ONE CAMP ROADREXFORDNY12148TREASURER1.00$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$5,218,771AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,275,455AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,494,226TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,494,226AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$97,413CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,396,813NetVlNoncharitableAssetsAmt
Minimum Investment Return$319,841MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$319,841MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,561TaxBasedOnInvestmentIncomeAmt
Total Tax$3,561TotalTaxAmt
Distributable Before Adj$316,280DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$316,280DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$316,280DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,595ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$215,595QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$316,280DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,625ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$60,049ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$61,218ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$122,892TotalExcessDistributionCyovAmt
Qualifying Distributions$215,595QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$215,595AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$100,685ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$100,685ExcessDistributionCyovAppCYAmt
Total Corpus$22,207TotalCorpusAmt
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$22,207ExcessDistriCyovToNextYrAmt
Excess From Year2$22,207ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHEELA MURTHYContributingManagerNm
Contributing ManagerVASANT NAYAKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN IMMIGRATION COUNCIL
2001 L STREET 4TH FLOORWASHINGTONDC20036PCGENERAL SUPPORT$50,000
APERTURE FOUNDATION
548 WEST 28TH STREET 4TH FLOORNEW YORKNY10001PCGENERAL SUPPORT$50,000
COMMUNITY COLLEGE OF BALTIMORE COUNTY
7200 SOLLERS POINT RDDUNDALKMD21222PCGENERAL SUPPORT$6,000
INTERNATIONAL CENTER OF PHOTOGRAPHY
79 ESSEX STREETNEW YORKNY10002PCGENERAL SUPPORT$32,500
MARYLAND INSTITUTE COLLEGE OF ART
1300 W MOUNT ROYAL AVENUEBALTIOREMD21217PCGENERAL SUPPORT$51,000
RADIUS BOOKS
227 EAST PALACE AVENUE STE WSANTE FENM87501PCGENERAL SUPPORT$10,000
UNITED WAY OF CENTRAL MARYLAND
1800 WASHINGTON BLVD STE 340BALTIMOREMD21230PCGENERAL SUPPORT$10,000
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREET 18TH FLOORNEW YORKNY10004PCGENERAL SUPPORT$1,000
KENNEDY KRIEGER INSTITUTE
707 NORTH BROADWAYBALTIMOREMD21205PCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,500TotalGrantOrContriPdDurYrAmt
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$256,422ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$256,422ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$256,422TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MURTHY LAW FIRMBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110451 MILL RUN CIRCLEAddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Total Contributions$850,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$3,723,543EOYBookValueAmt
EOYFMV$3,197,179EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$302,089EOYBookValueAmt
EOYFMV$441,294EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,804,785StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,382,571StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$240$240$0
CREDIT CARD FEES$95$0$95

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO CREDIT CARDDesc
BOY Book Value$69,450BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$2,678Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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