BETA

MANKINS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MANKINS FAMILY FOUNDATION (EIN 20-8042825)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202441309349102534
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)
Return2024-05-09T16:32:25-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN922731054PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Matt Reese CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12173 Salk Avenue Suite 250AddressLine1Txt
CityCarlsbadCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208042825EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MANKINS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMANKBusinessNameControlTxt
Phone8054895536PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBLAIR B MANKINSPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBLAIR BPersonFirstNm
Person LastMANKINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ Steven Pressley CPAPreparerPersonNm
PTINP01260266PTIN
Phone7602820685PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,322InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,322InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,322InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$11,264DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,264DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,264DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,260NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$91,473GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,260CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,846TotalRevAndExpnssAmt
Total Net Invst Incm$13,846TotalNetInvstIncmAmt
Total Adj Net Incm$12,586TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,334AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,334AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,334AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$188TaxesRevAndExpnssAmt
Taxes Net Invst Incm$188TaxesNetInvstIncmAmt
Taxes Adj Net Incm$188TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$35OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$1,557TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,557TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,557TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,857TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,557TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,557TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$24,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,011ExcessRevenueOverExpensesAmt
Net Investment Income$12,289NetInvestmentIncomeAmt
Adjusted Net Income$11,029AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,400CashBOYAmt
Cash EOY$4,554CashEOYAmt
Sav And Temp Cash Invst BOY$7,657SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,830SavAndTempCashInvstEOYAmt
US Government Obligations EOY$50,654USGovernmentObligationsEOYAmt
Other Investments BOY$387,725OtherInvestmentsBOYAmt
Other Investments EOY$329,733OtherInvestmentsEOYAmt
Total Assets BOY$399,782TotalAssetsBOYAmt
Total Assets EOY$387,771TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$399,782RetainedEarningBOYAmt
Retained Earning EOY$387,771RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$399,782TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$387,771TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$399,782TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$387,771TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$399,782TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,011ExcessRevenueOverExpensesAmt
Subtotal$387,771SubtotalAmt
Tot Net Ast Or Fund Balances EOY$387,771TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
25210 FIDELITY INVT TREASURY ONLYP2022-12-302023-07-31$25,210$25,210
125 FIDELITY INVT TREASURY ONLYP2022-12-302023-09-25$125$125
50000 JPMORGAN CHASE BANKP2022-08-192023-09-22$50,000$50,000
332 SECTOR FINANCIAL SELECT SECTOR SPDR ETFP2022-10-272023-05-05$10,724$11,082-$358-$358
122 ETF MANAGERS ETFMG PRIME CYPER SECP2017-06-022023-05-05$5,414$3,796$1,618$1,618
FieldValueIRS element (for citing)
Capital Gain Net Income$1,260CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$358NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$171InvestmentIncomeExciseTaxAmt
Subtotal$171SubtotalAmt
Tax Based On Investment Income$171TaxBasedOnInvestmentIncomeAmt
Tax Due$171TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BLAIR MANKINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8054895536PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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

FieldValueIRS element (for citing)
PersonBLAIR B MANKINSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$384,269AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,012AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$394,281TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$394,281AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,914CashDeemedCharitableAmt
Net Vl Noncharitable Assets$388,367NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,418MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,418MinimumInvestmentReturnAmt
Tax Based On Investment Income$171TaxBasedOnInvestmentIncomeAmt
Total Tax$171TotalTaxAmt
Distributable Before Adj$19,247DistributableBeforeAdjAmt
Distributable Before Ded$19,247DistributableBeforeDedAmt
Distributable As Adjusted$19,247DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,300ExpensesAndContributionsAmt
Qualifying Distributions$24,300QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,247DistributableAsAdjustedAmt
Undistributed Income PY$24,259UndistributedIncomePYAmt
Qualifying Distributions$24,300QualifyingDistributionsAmt
Applied To Year1$24,259AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41AppliedToCurrentYearAmt
Undistributed Income CY$19,206UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMANKINS FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11005 EL CAMINO REALAddressLine1Txt
CityARROYO GRANDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP93420ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8054895536RecipientPhoneNum
Form And Info And MaterialsAN APPLICATION SHOULD BE MADE IN WRITING. A LETTER EXPLAINING THE INTENDED USE OF THE FUNDS IS REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE NO RESTRICTIONS ON AWARDS. HOWEVER, THE AMOUNTS OF THE AWARDS ARE DETERMINED BY THE MANAGERS OF THE TRUST BASED ON NEEDS AND INRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIVE CITIES CHRISTIAN WOMEN
PO BOX 756GROVER BEACHCA93483NONE501(C)(3)PROVIDE SUPPORT TO FEED THE HUNGRY$5,000
THE LAND CONSERVANCY OF SLO CO
PO BOX 12206SAN LUIS OBISPOCA93406NONE501(C)(3)PRESERVE CALIFORNIA RANGELAND SUPPORT$9,300
AMERICAN LEGION POST 136
417 ORCHARDARROYO GRANDECA93420NONEN/APROVIDE SUPPORT TO LOCAL VETERANS ORGANIZATION$5,000
PORT SAN LUIS LIGHTHOUSE
1 LIGHTHOUSE RDAVILA BEACHCA93424N/AN/AGENERAL SUPPORT OF HISTORICAL EDUCATIONAL ACTIVITIES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,322ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,264ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,260RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,586ExclusionAmt
Related Or Exempt Function Incm$1,260RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,846TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,334Amt
Net Investment Income$1,334NetInvestmentIncomeAmt
Adjusted Net Income$1,334AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$50,654USGovtObligationsBookVlEOYAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (27 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmt
G. SACHS BANK USA S&P 500 INDEX LKD-7307AT COST
VANGARD TREASURY MONEY MARKET INVESTORAT COST$1,932
DISCOVER BANK GREENWOOD DE CDAT COST
STATE BANK OF INDIA CHICAGO IL CDAT COST
STATE BANK OF INDIA CHICAGO IL CDAT COST
STATE BANK OF INDIA NEW YORK NY CDAT COST
JPMORGAN CHASE BANK NAAT COST
FIDELITY INVT TREASURY ONLY SELECT CLAT COST$164,129
INVESTCO QQQ ETFAT COST$22,112
ISHARES DIVIDEND GROWTH EFTAT COST$22,144
SECTOR FINANCIAL SELECT SECTOR SPDR ETFAT COST
FIRST TRUST HEALTHCARE ALPHADEX ETFAT COST$10,722
FIRST TRUST NASDAQ CYBERSECURITY ETFAT COST$3,693
GLOBAL X COPPER MINERS ETF NEWAT COST$5,367
ISHARES RUSSELL 1000 VALUE ETFAT COST
ISHARES RUSSELL 1000 GROWTH ETFAT COST$11,739
ISHARES EDGE MSCI MIN VOLATILITY EAFE ETAT COST
ISHARES CORE MSCI EAFE ETFAT COST$11,850
SPDR S&P 500 ETFAT COST$39,575
SPDR S&P MID CAP 400 ETFAT COST$14,221
SECTOR ENERGY SELECT SECTOR SPDR ETFAT COST
VANGUARD SMALL CAP ETFAT COST$13,678
EFT MANAGERS ETFMG PRIME CYBER SECAT COST
FIRST TRUST NASDAQ CYBERSECURITY ETFAT COST
VANGARD FEDERAL MONEY MARKET INVESTORAT COST
ISHARES GLOBAL CLEAN ENERGY ETFAT COST
FEDERATED HERMES US TREASURY CASH RESERVAT COST$8,571

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BANK SERVICE CHARGES$10$10$10
FILING FEE$25$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2022 FED TAXESCategoryTxt
Amt$188Amt
Net Investment Income$188NetInvestmentIncomeAmt
Adjusted Net Income$188AdjustedNetIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.