ZECHMAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ZECHMAN FOUNDATION INC (EIN 82-2708336)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349103847
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T13:53:56-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522332056 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wancowicz & Associates PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11350 McCormick Rd Ste 406 EP 3 | AddressLine1Txt |
| City | Hunt Valley | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822708336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZECHMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZECH | BusinessNameControlTxt |
| Phone | 4103210600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W PENNSYLVANIA AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAYER E GUTTMAN | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAYER E | PersonFirstNm |
| Person Last | GUTTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | James S Wancowicz | PreparerPersonNm |
| PTIN | P00040060 | PTIN |
| Phone | 4107716510 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $614,898 | 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 | $1,357 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,357 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,357 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,560 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,560 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,782 | GrossSalesPriceAmt |
| Total Rev And Expnss | $11,816 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,917 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,917 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $8,348 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,348 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $8,348 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,500 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,784 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $418 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $418 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $10 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $16,060 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $16,060 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $857 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $857 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,328 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $351,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $370,792 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $536,062 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,680 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,680 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $73,508 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $493,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $451,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $614,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $493,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $451,800 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $493,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $451,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $493,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $451,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $493,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,244 | ExcessRevenueOverExpensesAmt |
| Subtotal | $451,800 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $451,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHARES ISHARES CORE S&P SMALL CAP ETF | P | 2022-12-15 | 2023-12-01 | $8,886 | $9,657 | -$771 | -$771 |
| 50,000 SHARES VANGUARD TREASURY MONEY MARKET FUND INVE | P | 2022-12-15 | 2023-12-01 | $50,000 | $50,000 | ||
| 200 SHARES VERIZON COMMUNICATIONS | P | 2020-05-08 | 2023-06-02 | $6,896 | $11,226 | -$4,330 | -$4,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,101 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$771 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12 | SubtotalAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $12 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYER GUTTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103210600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W PENNSYLVANIA AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAYER E GUTTMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W PENNSYLVANIA AVE STE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $610,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $610,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $610,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $601,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12 | TotalTaxAmt |
| Distributable Before Adj | $30,044 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,044 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,044 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,044 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $2,804 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,804 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,044 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,956 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,760 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,760 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,804 | ExcessFromYear1Amt |
| Excess From Current Year | $6,956 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MAYER GUTTMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W PENNSYLVANIA AVENUE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4103210600 | RecipientPhoneNum |
| Form And Info And Materials | LETTERS INCLUDING REASONS AND DOCUMENTATION OF ACTIVITIES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MARYLAND BALTIMORE FO | |||||||
| 220 N ARCH STREET | BALTIMORE | MD | 21201 | NONE | EOF | CHARITABLE PURPOSES | $3,000 |
| SALEM UNITED METHODIST CHURCH | |||||||
| 7901 BRADSHAW ROAD | UPPER FALLS | MD | 21156 | NONE | EOF | CHARITABLE PURPOSES | $10,000 |
| TRINITY METHODIST CHURCH | |||||||
| 51 SOUTH MAIN STREET | MIDDLEBURG | PA | 17842 | NONE | EOF | CHARITABLE PURPOSES | $10,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N Rocky Point Dr | TAMPA | FL | 33607 | NONE | EOF | CHARITABLE PURPOSES | $8,000 |
| HOPE | |||||||
| 5310 OLD COURT ROAD STE 301 | BALTIMORE | MD | 21133 | NONE | EOF | CHARITABLE PURPOSES | $4,000 |
| BOUMI SHRINERS | |||||||
| 5050 KING AVENUE | ROSEDALE | MD | 21237 | NONE | EOF | CHARITABLE PURPOSES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,000 | 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 | $1,357 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,560 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,101 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,816 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,816 | 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 | WANCOWICZ & ASSOCIATES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP | $26,188 | $23,931 |
| JPMORGAN CHASE & CO | $25,086 | $24,858 |
| WELLS FARGO & CO | $24,406 | $24,719 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $10,490 | $19,371 |
| DUKE ENERGY CORP | $14,033 | $14,556 |
| GENERAL DYNAMICS COPR | $10,423 | $18,177 |
| GOLDMAN SACHS ETF TRUST | $33,318 | $56,286 |
| ISHARES TRUST | $22,518 | $30,153 |
| NEXTERA ENERGY INC | $11,341 | $12,148 |
| PEPSICO | $13,434 | $16,984 |
| PFIZER INC | $10,561 | $8,637 |
| SPDR S&P 500 | $24,858 | $47,531 |
| VANGUARD INDEX GROWTH VUG | $25,199 | $46,632 |
| VANGUARD VALUE VTV | $10,702 | $14,950 |
| VANGUARD SMALL-CAP ETF VB | $9,063 | $8,533 |
| VANGUARD TOTAL STOCK VTI | $16,353 | $23,722 |
| VANGUARD S&P 500 VOO | $52,783 | $87,360 |
| VANGUARD DIVIDEND APPRECIATION VIG | $51,521 | $76,680 |
| XCEL ENERGY INC | $13,990 | $12,382 |
| VICI PROPERTIES INC. | $9,432 | $9,564 |
| J P MORGAN EXCHANGE TRADED FUND TRUST | $10,942 | $10,996 |
| BERSHIRE HATHAWAY INC DEL CL B | $19,831 | $21,400 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEVIN & GANN | CategoryTxt |
| Legal Fees | $8,348 | LegalFeesAmt |
| Net Investment Income | $8,348 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,348 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECK ORDER FEE | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY ACCOUNT PROGRAM FEE | CategoryTxt |
| Amt | $5,784 | Amt |
| Net Investment Income | $5,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,784 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UNITED STATES TREASURY | CategoryTxt |
| Amt | $418 | Amt |
| Net Investment Income | $418 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $418 | AdjustedNetIncomeAmt |
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