BETA

The Browning Family Foundation: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
The Browning Family Foundation (EIN 45-3668378)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202423179349102257
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)
Return2024-11-12T20:14:59-06:00ReturnTs
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)
EIN453668378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Browning Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBROWBusinessNameControlTxt
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)
PersonBRIAN BROWNINGPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$814,857FMVAssetsEOYAmt
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$261InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$261InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,607DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,607DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,868TotalRevAndExpnssAmt
Total Net Invst Incm$15,868TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,201OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,201OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$36,772OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,036OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,473TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,201TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,036TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,423TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,201TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,986TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$65,555ExcessRevenueOverExpensesAmt
Net Investment Income$9,667NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$54,105SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,974SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,974SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$595,648CorporateStockBOYAmt
Corporate Stock EOY$595,960CorporateStockEOYAmt
Corporate Stock EOYFMV$797,883CorporateStockEOYFMVAmt
Other Investments BOY$37,127OtherInvestmentsBOYAmt
Other Investments EOY$8,391OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$686,880TotalAssetsBOYAmt
Total Assets EOY$621,325TotalAssetsEOYAmt
Total Assets EOYFMV$814,857TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$686,880RetainedEarningBOYAmt
Retained Earning EOY$621,325RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$686,880TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$621,325TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$686,880TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$621,325TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$686,880TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$65,555ExcessRevenueOverExpensesAmt
Subtotal$621,325SubtotalAmt
Tot Net Ast Or Fund Balances EOY$621,325TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$134InvestmentIncomeExciseTaxAmt
Subtotal$134SubtotalAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$94EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$194TotalPaymentsAndCreditsAmt
Overpayment$60OverpaymentAmt
Applied To ES Tax$60AppliedToESTaxAmt

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 Line155 WALLS DRIVE FL 3AddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
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
Brian P Browning
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas1.0$0$0$0
Nancy Browning
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
Perry Browning
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$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$726,757AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,231AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$776,988TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$776,988AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,655CashDeemedCharitableAmt
Net Vl Noncharitable Assets$765,333NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,267MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,267MinimumInvestmentReturnAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Total Tax$134TotalTaxAmt
Distributable Before Adj$38,133DistributableBeforeAdjAmt
Distributable Before Ded$38,133DistributableBeforeDedAmt
Distributable As Adjusted$38,133DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,986ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$45,986QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,133DistributableAsAdjustedAmt
Undistributed Income PY$36,638UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Qualifying Distributions$45,986QualifyingDistributionsAmt
Applied To Year1$36,638AppliedToYear1Amt
Applied To Current Year$9,348AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$28,785UndistributedIncomeCYAmt
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 ManagerNancy BrowningContributingManagerNm
Contributing ManagerPerry BrowningContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350ORG
PO BOX 843004BOSTONMA02284N/APCGeneral & Unrestricted$500
ALDRICH PUBLIC LIBRARY
6 WASHINGTON STBARREVT05641N/APCGeneral & Unrestricted$250
ALZHEIMERS FOUNDATION OF AMERICA INC
322 8TH AVENUE 7TH FLNEW YORKNY10001N/APCGeneral & Unrestricted$100
AMERICAN CANCER SOCIETY INC
PO BOX 1070WILLISTONVT05495N/APCGeneral & Unrestricted$200
AMERICAN HEART ASSOCIATION INC
PO BOX 840692DALLASTX75284N/APCGeneral & Unrestricted$1,000
AQUIDNECK COMMUNITY TABLE
PO BOX 1481NEWPORTRI02840N/APCGeneral & Unrestricted$250
BARRE COMMUNITY BASEBALL INC
PO BOX 207BARREVT05641N/APCGeneral & Unrestricted$250
BARRE COMMUNITY RELIEF FUND INC
PO BOX 265BARREVT05641N/APCGeneral & Unrestricted$500
BARRE YOUTH SPORTS ASSOCIATION INC
PO BOX 821BARREVT05641N/APCGeneral & Unrestricted$250
BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY INC
95 CHURCH STNEWPORTRI02840N/APCGeneral & Unrestricted$250
BUDDY BASEBALL INC
PO BOX 290361TEMPLE TERRACEFL33687N/APCGeneral & Unrestricted$250
CENTRAL VERMONT CATHOLIC SCHOOL
79 SUMMER STBARREVT05641N/APCGeneral & Unrestricted$1,000
CENTRAL VERMONT HOME HEALTH & HOSPICE INC
600 GRANGER RDBARREVT05641N/APCGeneral & Unrestricted$1,000
CIRCLE INC
PO BOX 652BARREVT05641N/APCGeneral & Unrestricted$1,000
COLON CANCER COALITION FOUNDATION
2950 XENIUM LN NMINNEAPOLISMN55441N/APCGeneral & Unrestricted$600
DARTMOUTH-HITCHCOCK HEALTH
1 MEDICAL CENTER DRLEBANONNH03756N/APCGeneral & Unrestricted$500
ELM CITY CHURCH
76 RAILROAD STKEENENH03431N/APCWalpole Church Plant$1,000
ETERNAL WORD TELEVISION NETWORK INC
5817 OLD LEEDS RDIRONDALEAL35210N/APCGeneral & Unrestricted$1,000
EWTN PUBLISHING INC
5817 OLD LEEDS RDIRONDALEAL35210N/ASO IGeneral & Unrestricted$150
FALL MOUNTAIN FRIENDLY MEALS
122 NH RTE 12ALANGDONNH03602N/APCGeneral & Unrestricted$1,000
FREEZING FUN FOR FAMILIES INC
654 GRANGER RDBERLINVT05641N/APCGeneral & Unrestricted$1,000
FRIENDS OF DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVE - SW120BOSTONMA02215N/ASO IGeneral & Unrestricted$600
GLORIA GEMMA BREAST CANCER RESOURCE FOUNDATION
249 ROOSEVELT AVE STE 201APAWTUCKETRI02860N/APCGeneral & Unrestricted$500
GOOD BEGINNINGS OF CENTRAL VERMONT
174 RIVER STMONTPELIERVT05602N/APCGeneral & Unrestricted$250
GOOD SAMARITAN HAVEN
PO BOX 1104BARREVT05641N/APCGeneral & Unrestricted$500
GRANARA SKERRY TRUST
4 NIXON LN APT 5STONEHAMMA02180N/APCGeneral & Unrestricted$500
GREEN MOUNTAIN HABITAT FOR HUMANITY
PO BOX 1436WILLISTONVT05495N/APCGeneral & Unrestricted$500
GREEN MOUNTAIN UNITED WAY
652 GRANGER RD STE 6BARREVT05641N/APCGeneral & Unrestricted$250
HUNDRED NIGHTS INC
122 WATER STKEENENH03431N/APCGeneral & Unrestricted$1,000
JONNY HACKETT MEMORIAL FUND INC
50 NAUTICAL WAYPLYMOUTHMA02360N/APCCharitable Event$1,000
MAKE A WISH FOUNDATION OF VERMONT
6655 SHELBURNE RD STE 300SHELBURNEVT05482N/APCGeneral & Unrestricted$1,000
MARTIN LUTHER KING COMMUNITY CENTER INCORPORATED
20 DR MARCUS WHEATLAND BLVDNEWPORTRI02840N/APCGeneral & Unrestricted$300
MYOSITIS ASSOCIATION
6950 COLUMBIA GATEWAY DR STE 370COLUMBIAMD21046N/APCGeneral & Unrestricted$1,000
REEL RECOVERY INC
160 BROOKSIDE RDNEEDHAMMA02492N/APCGeneral & Unrestricted$250
RENITA MARSHALL HELPING HANDS FOUNDATION INC
43 ELMWOOD AVEBARREVT05641N/APCGeneral & Unrestricted$500
ROMAN CATHOLIC DIOCESE OF BURLINGTON
55 JOY DRS BURLINGTONVT05403N/APCGeneral & Unrestricted$2,000
SALVATION ARMY OF GREATER BURLINGTON
PO BOX 5120BURLINGTONVT05402N/APCGeneral & Unrestricted$1,000
SAVE THE BAY INC
100 SAVE THE BAY DRPROVIDENCERI02905N/APCGeneral & Unrestricted$250
ST AUGUSTINE CATHOLIC CHURCH
16 BARRE STMONTPELIERVT05602N/APCGeneral & Unrestricted$1,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDES PLMEMPHISTN38105N/APCGeneral & Unrestricted$1,000
ST JOHN'S COLLEGE HIGH SCHOOL
2607 MILITARY RDWASHINGTONDC20015N/APCGeneral & Unrestricted$500
ST MONICA CATHOLIC CHURCH
79 SUMMER STBARREVT05641N/APCGeneral & Unrestricted$1,000
THE TOMORROW FUND
593 EDDY STPROVIDENCERI02903N/APCGeneral & Unrestricted$500
TURNING POINT OF FRANKLIN COUNTY INC
182 LAKE STST ALBANSVT05478N/APCGeneral & Unrestricted$1,000
UNBOUND
1 ELMWOOD AVEKANSAS CITYKS66103N/APCIN SPONSORSHIP OF ASC 4254465 & ASC 249836$1,000
VERMONT FOODBANK
33 PARKER RDBARREVT05641N/APCGeneral & Unrestricted$1,500
VERMONT FOUNDATION OF RECOVERY INC
PO BOX 5490ESSEX JCTVT05453N/APCGeneral & Unrestricted$1,000
VERMONT GRANITE MUSEUM OF BARRE INC
7 JONES BROTHERS WAYBARREVT05641N/APCGeneral & Unrestricted$500
VERMONT PUBLIC CO
365 TROY AVECOLCHESTERVT05446N/APCGeneral & Unrestricted$500
VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUN
141 MAIN STMONTPELIERVT05602N/APCGeneral & Unrestricted$500
VTDIGGER-ORG
26 STATE ST STE 8MONTPELIERVT05602N/APCGeneral & Unrestricted$1,000
Walpole Elementary School
PO BOX 549WalpoleNH03608N/AGOVGeneral & Unrestricted$1,000
WALPOLE PLAYERS INC
PO BOX 951WALPOLENH03608N/APCGeneral & Unrestricted$500
WALPOLE VILLAGE SCHOOL
PO BOX 63WALPOLENH03608N/APCGeneral & Unrestricted$1,000
WWP INC - WOUNDED WARRIOR PROJECT INC
PO BOX 758516TOPEKAKS66675N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,950TotalGrantOrContriPdDurYrAmt

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$261ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,607ExclusionAmt
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,868ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,868TotalIncomeProducingActyAmt

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 (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIRST TR VALUE LN DV$69,199$87,326
FIRST TRUST DOW JONES INTERNET$51,373$80,776
FIRST TRUST EUROZONE ALPHADEX$22,007$20,112
FIRST TRUST FINANCIALS ALPHADE$30,833$43,290
FIRST TRUST MORNINGSTAR DIVIDE$36,234$45,029
FIRST TRUST NASDQ 100 TECHNOLO$47,474$103,703
INVESCO QQQ TRUST$59,717$158,483
ISHARES CORE INTERNATIONAL AGG$44,945$39,989
PRUDENTIAL TOTAL RETURN BD FD$56,952$45,092
SPDR DJ SMALLCAP GRW$34,368$50,931
VANGUARD INTERMEDIATE TERM COR$60,007$52,751
VANGUARD TOTAL BOND MARKET ETF$45,457$39,202
VANGUARD TOTAL INTL BD IDX ETF$37,394$31,199

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTHE HARTFORD POLICY#U03147696CategoryOrItemTxt
Book Value$8,391BookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$8,011$8,011
LIFE INSURANCE EXPENSE$28,736
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$6,201Amt
Net Investment Income$6,201NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2022CategoryTxt
Amt$500Amt

Comments

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