PARDUE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
PARDUE FAMILY FOUNDATION (EIN 81-4711352)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-14
IRS object ID
202422889349100222
Schema version
2023v5.1
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)
Return2024-10-14T13:04:56-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581862468PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONNALLY JORDAN & ASSOCIATES P CBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18483 CAMPBELLTON STREETAddressLine1Txt
CityDOUGLASVILLECityNm
State AbbreviationGAStateAbbreviationCd
ZIP301341820ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814711352EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PARDUE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPARDBusinessNameControlTxt
Phone7705277002PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1462 TOWER ROADAddressLine1Txt
CityMINERAL BLUFFCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30559ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDWIGHT E PARDUEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7705277002PhoneNum
Signature2024-09-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW JORDANPreparerPersonNm
PTINP01801683PTIN
Phone7709202890PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$612,501FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,952InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,952InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$64,562DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,562DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$907,917NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,603,634GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$907,917CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,013OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,013OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$977,444TotalRevAndExpnssAmt
Total Net Invst Incm$977,444TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,590AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,590AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$26,131OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$26,131OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,322TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,322TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,048TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$42,048TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,935,289ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,935,289ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,977,337TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$42,048TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,935,289TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,999,893ExcessRevenueOverExpensesAmt
Net Investment Income$935,396NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$247,068SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$159,249SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$159,249SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,348,969OtherInvestmentsBOYAmt
Other Investments EOY$453,252OtherInvestmentsEOYAmt
Other Investments EOYFMV$453,252OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,124OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$4,599,161TotalAssetsBOYAmt
Total Assets EOY$612,501TotalAssetsEOYAmt
Total Assets EOYFMV$612,501TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,895AccountsPayableBOYAmt
Accounts Payable EOY$3,806AccountsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$12,322OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,895TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,128TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,596,266NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$596,373NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,596,266TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$596,373TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,599,161TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$612,501TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,596,266TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,999,893ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$596,373SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$596,373TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LPL LONG TERM CAPITAL GAINP$3,503,903$2,603,060$900,843$900,843
LPL SHORT TER CAPITAL GAINP$99,731$92,657$7,074$7,074
FieldValueIRS element (for citing)
Capital Gain Net Income$907,917CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,002InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,002SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,002TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$680EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$680TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$12,322TaxDueAmt

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 StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksDWIGHT E PARDUE JRIndividualWithBooksNm
Phone7705277002PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1462 TOWER ROADAddressLine1Txt
CityMINERAL BLUFFCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30559ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DWIGHT E PARDUE
462 TOWER ROADMINERAL BLUFFGA30559PRESIDENT1.00$0$0$0
RICHARD S PARDUE
PO BOX 37MONTPELIERVA23192SECRETARY1.00$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$3,490,817AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$238,043AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,728,860TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,728,860AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,933CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,672,927NetVlNoncharitableAssetsAmt
Minimum Investment Return$183,646MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$183,646MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,002TaxBasedOnInvestmentIncomeAmt
Total Tax$13,002TotalTaxAmt
Distributable Before Adj$170,644DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$170,644DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$170,644DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,935,289ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,935,289QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$170,644DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$20,017ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$1,124,727ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,144,744TotalExcessDistributionCyovAmt
Qualifying Distributions$4,935,289QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$170,644AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,764,645RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,909,389TotalCorpusAmt
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$5,909,389ExcessDistriCyovToNextYrAmt
Excess From Year3$20,017ExcessFromYear3Amt
Excess From Year1$1,124,727ExcessFromYear1Amt
Excess From Current Year$4,764,645ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EBENEZER COMMUNITY SUPPORT ASSOCIATION
209 MOUNTAIN VISTA BLVDCANTONGA30115PCCHARITABLE$4,930,289
THE ENCOURAGEMENT PROJECT
PO BOX 651PAOLIPA19301PCRELIGIOUS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,935,289TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$2,952UnrelatedBusinessTaxblIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$64,562UnrelatedBusinessTaxblIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$2,013UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$907,917UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$977,444UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$977,444TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,590Amt
Net Investment Income$3,590NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS, ETFS AND CLOSED-END FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$453,252BookValueAmt
EOYFMV$453,252EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX OVERPAYMENT DUEDesc
BOY Book Value$3,124BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPENALTIESDesc
Revenue And Expenses Per Books$5RevenueAndExpensesPerBooksAmt
Net Investment Income$5NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Revenue And Expenses Per Books$2,013RevenueAndExpensesPerBooksAmt
Net Investment Income$2,013NetInvestmentIncomeAmt
Adjusted Net Income$2,013AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescACCRUED FEDERAL TAXDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$12,322EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLPL ADVISORY FEESCategoryTxt
Amt$26,131Amt
Net Investment Income$26,131NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$12,322Amt
Net Investment Income$12,322NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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