BETA

THE MARGARET FOTI FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE MARGARET FOTI FOUNDATION (EIN 47-2400869)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-18
IRS object ID
202441099349101104
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-18T09:13:13-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472400869EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Margaret Foti FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMARGBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET FOTIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-04-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARGARETPersonFirstNm
Person LastFOTIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,136,958FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$152,184ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$572InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$572InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,647DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,647DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,095NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$401,701GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$127,063CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$3OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$3OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$180,305TotalRevAndExpnssAmt
Total Net Invst Incm$156,279TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$9,514OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,514OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$605TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,550OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,550OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,669TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,514TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,550TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,669TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,514TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$127,636ExcessRevenueOverExpensesAmt
Net Investment Income$146,765NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$49,236SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,931SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,931SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$892,583CorporateStockBOYAmt
Corporate Stock EOY$1,040,530CorporateStockEOYAmt
Corporate Stock EOYFMV$1,108,027CorporateStockEOYFMVAmt
Total Assets BOY$941,819TotalAssetsBOYAmt
Total Assets EOY$1,069,461TotalAssetsEOYAmt
Total Assets EOYFMV$1,136,958TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$941,819RetainedEarningBOYAmt
Retained Earning EOY$1,069,461RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$941,819TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,069,461TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$941,819TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,069,461TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$941,819TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$127,636ExcessRevenueOverExpensesAmt
Subtotal$1,069,455SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,069,455TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$401,701GrossSalesPriceAmt
Cost Or Other Basis$274,638CostOrOtherBasisAmt
Gain Or Loss$127,063GainOrLossAmt
Gains Minus Excess Or Losses$127,063GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$127,063CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,040InvestmentIncomeExciseTaxAmt
Subtotal$2,040SubtotalAmt
Tax Based On Investment Income$2,040TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$2,040TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Peter A Certo Jr
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Donna Certo-Mirabelli
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Margaret Foti
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec, Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$939,406AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,310AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$967,716TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$967,716AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,516CashDeemedCharitableAmt
Net Vl Noncharitable Assets$953,200NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,660MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,660MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,040TaxBasedOnInvestmentIncomeAmt
Total Tax$2,040TotalTaxAmt
Distributable Before Adj$45,620DistributableBeforeAdjAmt
Distributable Before Ded$45,620DistributableBeforeDedAmt
Distributable As Adjusted$45,620DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$42,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,620DistributableAsAdjustedAmt
Undistributed Income PY$40,891UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Qualifying Distributions$42,550QualifyingDistributionsAmt
Applied To Year1$40,891AppliedToYear1Amt
Applied To Current Year$1,659AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$43,961UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMargaret FotiContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION FOR CANCER RESEARCHBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1615 CHESTNUT ST FL 17AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral & UnrestrictedGrantOrContributionPurposeTxt
Amt$35,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$572ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,647ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,095ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28,124ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,124TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonFoti MargaretContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1220 Locust Street Apt 24AAddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd
FieldValueIRS element (for citing)
Total Contributions$152,184TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1APPLE INC AAPL, 258 sh.$50,2662023-12-08
1APPLE INC AAPL, 262 sh.$51,0452023-12-08
1ELI LILLY & CO LLY, 86 sh.$50,8722023-12-08

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$5,641$8,086
COMMUNICATION SVCS SLCT SCTR S$16,819$19,691
CONSUMER DISCRETIONARY SELECT$17,232$20,742
CONSUMER STAPLES SELECT SECTOR$7,814$7,563
GOLDMAN SACHS ACTIVEBETA US LA$59,227$65,573
ISHARE DJ FN SRV CMP$25,572$31,541
ISHARES BARCLAYS 10-20 YEAR TR$29,438$26,957
ISHARES CORE MSCI EAFE ETF$50,497$57,265
ISHARES S&P 500 INDEX FD$135,351$152,364
JPMORGAN EQUITY PREMIUM INCO$36,587$36,947
JPMORGAN NASDAQ EQUITY PREMIUM$36,480$39,594
MATERIALS SELECT SECTOR SPDR$7,553$9,409
MICROSOFT CORP$5,693$8,649
PROLOGIS$5,434$6,398
SELECT SECTOR SPDR ENERGY FUND$14,481$19,702
SELECT SECTOR SPDR INDUSTRIAL$10,325$12,767
SELECT SECTOR SPDR-HEALTH CARE$27,533$34,368
SPDR BARCLAYS AGGREGATE BOND$98,906$85,920
SPDR PORTFOLIO AGGREGATE BOND$13,364$13,717
SPDR PORTFOLIO LARGE CAP ETF$30,490$34,099
SPDR PORTFOLIO SHORT TERM CORP$35,024$35,170
SPDR PORTFOLIO SHORT TERM TREA$54,294$54,934
TECHNOLOGY SPDR$33,045$57,552
VANGUARD EXTENDED DURATION TRE$36,965$37,841
VANGUARD GOVT BOND ETF INTERME$16,858$15,483
VANGUARD INTERMEDIATE TERM COR$63,871$59,985
VANGUARD SHORT TERM CORPORATE$63,195$61,354
VANGUARD TOTAL BOND MARKET ETF$95,090$86,789
WAL-MART STORES INC$7,751$7,567

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,525$7,525
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBANK CHARGE REFUNDDesc
Revenue And Expenses Per Books-$3RevenueAndExpensesPerBooksAmt
Net Investment Income-$3NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$9,514Amt
Net Investment Income$9,514NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2022CategoryTxt
Amt$605Amt

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