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REACH HIGHER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
REACH HIGHER FOUNDATION (EIN 82-3501392)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202431359349102618
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)
Return2024-05-14T11:03:53-05:00ReturnTs
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)
EIN823501392EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Reach Higher FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlREACBusinessNameControlTxt
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)
PersonKYLE HUEBNERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKYLEPersonFirstNm
Person LastHUEBNERPersonLastNm
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$1,364,478FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$608InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$608InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,643DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,643DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$79,401NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$303,104GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$228,235CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$95,652TotalRevAndExpnssAmt
Total Net Invst Incm$244,486TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$3,046TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$11,754OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$11,754OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,754TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$305,910ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$305,910ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$320,710TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$317,664TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$225,058ExcessRevenueOverExpensesAmt
Net Investment Income$244,486NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$117,989SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$116,633SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$116,633SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$884,624CorporateStockBOYAmt
Corporate Stock EOY$660,922CorporateStockEOYAmt
Corporate Stock EOYFMV$1,247,845CorporateStockEOYFMVAmt
Total Assets BOY$1,002,613TotalAssetsBOYAmt
Total Assets EOY$777,555TotalAssetsEOYAmt
Total Assets EOYFMV$1,364,478TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,002,613RetainedEarningBOYAmt
Retained Earning EOY$777,555RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,002,613TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$777,555TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,002,613TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$777,555TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,002,613TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$225,058ExcessRevenueOverExpensesAmt
Subtotal$777,555SubtotalAmt
Tot Net Ast Or Fund Balances EOY$777,555TotNetAstOrFundBalancesEOYAmt

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$303,104GrossSalesPriceAmt
Cost Or Other Basis$74,869CostOrOtherBasisAmt
Gain Or Loss$228,235GainOrLossAmt
Gains Minus Excess Or Losses$228,235GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$228,235CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,398InvestmentIncomeExciseTaxAmt
Subtotal$3,398SubtotalAmt
Tax Based On Investment Income$3,398TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,408EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,408TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$990TaxDueAmt

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Kyle Huebner
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
Leanne Huebner
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Pres1.0$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$1,263,198AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$116,154AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,379,352TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,379,352AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,690CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,358,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,933MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,933MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,398TaxBasedOnInvestmentIncomeAmt
Total Tax$3,398TotalTaxAmt
Distributable Before Adj$64,535DistributableBeforeAdjAmt
Distributable Before Ded$64,535DistributableBeforeDedAmt
Distributable As Adjusted$64,535DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$317,664ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$317,664QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,535DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr2$367,853ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$181,954ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$549,807TotalExcessDistributionCyovAmt
Qualifying Distributions$317,664QualifyingDistributionsAmt
Applied To Current Year$64,535AppliedToCurrentYearAmt
Remaining Distri From Corpus$253,129RemainingDistriFromCorpusAmt
Total Corpus$802,936TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$802,936ExcessDistriCyovToNextYrAmt
Excess From Year2$367,853ExcessFromYear2Amt
Excess From Year1$181,954ExcessFromYear1Amt
Excess From Current Year$253,129ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKyle HuebnerContributingManagerNm
Contributing ManagerLeanne HuebnerContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMBASSADOR HIGH SCHOOL
2300 CRENSHAW BLVDTORRANCECA90501N/APCGeneral & Unrestricted$33,785
CHARITY FOUNDATION
4435 E HOLMES AVE STE 200MESAAZ85206N/APCFBO Ally Capital Collab Endowment fund$5,000
DELTA DELTA DELTA FOUNDATION
14951 DALLAS PKWY STE 500DALLASTX75254N/APCGeneral & Unrestricted$1,000
FORDHAM PREPARATORY SCHOOL
441 E FORDHAM RDBRONXNY10458N/APCGeorge Jackson Initiative fund$10,000
FULFILLMENT FUND
1150 S OLIVE ST STE 2050LOS ANGELESCA90015N/APCGeneral & Unrestricted$5,000
HARVARD BUSINESS SCHOOL
PO BOX 412275BOSTONMA02241N/APCGeneral & Unrestricted$10,000
HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORN
1020 MANHATTAN BEACH BLVD 204MANHATTAN BEACHCA90266N/APCGeneral & Unrestricted$5,000
MINDS MATTER
1 EMBARCADERO CTR UNIT 2511SAN FRANCISCOCA94126N/APCGeneral & Unrestricted$2,000
MINDS MATTER
PO BOX 3149CHICAGOIL60654N/APCGeneral & Unrestricted$2,500
MINDS MATTER
PO BOX 51066BOSTONMA02205N/APCGeneral & Unrestricted$10,000
MINDS MATTER
2515 JAY AVE STE 101CLEVELANDOH44113N/APCGeneral & Unrestricted$10,000
MINDS MATTER
1120 AVE OF THE AMERICAS 4TH FLNEW YORKNY10036N/APCGeneral & Unrestricted$2,500
MINDS MATTER
19360 RINALDI ST BOX 705PORTER RANCHCA91326N/APCGeneral & Unrestricted$10,000
MINDS MATTER
PO BOX 58896PHILADELPHIAPA19102N/APCGeneral & Unrestricted$2,500
MINDS MATTER
535 GRISWOLD ST STE 111-112DETROITMI48226N/APCGeneral & Unrestricted$5,000
MINDS MATTER BAY AREA INC
1 EMBARCADERO CTR UNIT 2511SAN FRANCISCOCA94126N/APCGeneral & Unrestricted$20,000
MINDS MATTER NATIONAL INC
1120 AVE OF THE AMERICAS 4TH FLNEW YORKNY10036N/APCGeneral & Unrestricted$35,000
READY TO SUCCEED
1514 17TH STSANTA MONICACA90404N/APCGeneral & Unrestricted$5,000
TRUSTEES OF DARTMOUTH COLLEGE
6066 DEVELOPMENT OFCHANOVERNH03755N/APCFirst Generation Office fund$5,000
TRUSTEES OF DARTMOUTH COLLEGE
6066 DEVELOPMENT OFCHANOVERNH03755N/APCParent Fund 23-24$2,500
TRUSTEES OF DARTMOUTH COLLEGE
6066 DEVELOPMENT OFCHANOVERNH03755N/APCParent Fund 2023$2,500
TRUSTEES OF DARTMOUTH COLLEGE
6066 DEVELOPMENT OFCHANOVERNH03755N/APCFriends of Dartmouth Swimming & Diving program$5,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST 433 FRANKLIN BLDGPHILADELPHIAPA19104N/APCWharton Impact Venture Associates (WIVA) FUND$25,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST 433 FRANKLIN BLDGPHILADELPHIAPA19104N/APCTrustee's Council of Penn Women FUND$5,000
VISTAMAR SCHOOL
737 HAWAII STEL SEGUNDOCA90245N/APCDEI efforts at Vistamar School, Moderated Tuition, DEI related speakers and family engagement, DEI conferences and associated learning opportunities$25,000
VISTAMAR SCHOOL
737 HAWAII STEL SEGUNDOCA90245N/APCDEI efforts at Vistamar School, Moderated Tuition, DEI related speakers and family engagement, DEI conferences and associated learning opportunities$25,000
VISTAMAR SCHOOL
737 HAWAII STEL SEGUNDOCA90245N/APCGeneral & Unrestricted$36,625
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$305,910TotalGrantOrContriPdDurYrAmt

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$608ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,643ExclusionAmt
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$79,401ExclusionAmt
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$95,652ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$95,652TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESCO QQQ TRUST$190,147$463,577
ISHARES S&P 500 INDEX FD$470,775$784,268

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$11,729$11,729
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$1,600
990-PF Excise Tax for 2022$1,446

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