JIM AND DEDE BARTLETT FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JIM AND DEDE BARTLETT FOUNDATION (EIN 46-2331849)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202501359349101475
Schema version
2024v5.1
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)
Return2025-05-15T07:50:07-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462331849EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jim and Dede Bartlett FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlJIMABusinessNameControlTxt
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)
Personjames bartlettPersonNm
Person Titleco-presidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-05-05SignatureDt
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)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,556,684FMVAssetsEOYAmt
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$106,242InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$106,242InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,461OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,461OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$110,703TotalRevAndExpnssAmt
Total Net Invst Incm$110,703TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,700TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15,767OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15,592OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,467TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$175TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,592TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$539,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$539,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$556,467TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$175TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$554,592TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$445,764ExcessRevenueOverExpensesAmt
Net Investment Income$110,528NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,002,448SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,556,684SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,556,684SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$3,002,448TotalAssetsBOYAmt
Total Assets EOY$2,556,684TotalAssetsEOYAmt
Total Assets EOYFMV$2,556,684TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,002,448RetainedEarningBOYAmt
Retained Earning EOY$2,556,684RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,002,448TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,556,684TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,002,448TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,556,684TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,002,448TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$445,764ExcessRevenueOverExpensesAmt
Subtotal$2,556,684SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,556,684TotNetAstOrFundBalancesEOYAmt
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$1,536InvestmentIncomeExciseTaxAmt
Subtotal$1,536SubtotalAmt
Tax Based On Investment Income$1,536TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,581EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,581TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$45OverpaymentAmt
Applied To ES Tax$45AppliedToESTaxAmt

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 IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
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
Dede Bartlett
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres, Dir1.0$0$0$0
James W Bartlett
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Treas, Co- Pres5.0$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,820,779AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,820,779TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,820,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,312CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,778,467NetVlNoncharitableAssetsAmt
Minimum Investment Return$138,923MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$138,923MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,536TaxBasedOnInvestmentIncomeAmt
Total Tax$1,536TotalTaxAmt
Distributable Before Adj$137,387DistributableBeforeAdjAmt
Distributable Before Ded$137,387DistributableBeforeDedAmt
Distributable As Adjusted$137,387DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$554,592ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$554,592QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$137,387DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$742,064ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,692,216ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,939,285ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,003,150ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$767,053ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,143,768TotalExcessDistributionCyovAmt
Qualifying Distributions$554,592QualifyingDistributionsAmt
Applied To Current Year$137,387AppliedToCurrentYearAmt
Remaining Distri From Corpus$417,205RemainingDistriFromCorpusAmt
Total Corpus$6,560,973TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$742,064ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,818,909ExcessDistriCyovToNextYrAmt
Excess From Year4$1,692,216ExcessFromYear4Amt
Excess From Year3$1,939,285ExcessFromYear3Amt
Excess From Year2$1,003,150ExcessFromYear2Amt
Excess From Year1$767,053ExcessFromYear1Amt
Excess From Current Year$417,205ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDede BartlettContributingManagerNm
Contributing ManagerJames W BartlettContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
N KANEFIELD
BROWN UNIVERSITYGIFT CASHIER BOX 1877PROVIDENCERI02912NONEISCHOLARSHIP GRANT$13,000
M LADYGA
CALIFORNIA POLYTECHNIC STATE UNIVERONE GRAND AVE BLDG 117 208SAN LUIS OBISPOCA93407NONEISCHOLARSHIP GRANT$13,000
A BAR-EVAN
CASE WESTERN RESERVE UNIVERSITY10900 EUCLID AVECLEVELANDOH44106NONEISCHOLARSHIP GRANT$13,000
N MOLLERSTUEN
CASE WESTERN RESERVE UNIVERSITY10900 EUCLID AVECLEVELANDOH44106NONEISCHOLARSHIP GRANT$13,000
L MAIORINO
CLAREMONT-MCKENNA COLLEGE400 N CLAREMONT BLVDCLAREMONTCA91711NONEISCHOLARSHIP GRANT$13,000
B IRVING
COLORADO SCHOOL OF MINES1500 ILLINOIS STGOLDENCO80401NONEISCHOLARSHIP GRANT$13,000
W ROSESSMANN
COLORADO STATE UNIVERSITY6003 CAMPUS DELIVERYFORT COLLINSCO80523NONEISCHOLARSHIP GRANT$13,000
K SCHBERLEIN
CORNELL UNIVERSITYPO BOX 752ITHACANY14851NONEISCHOLARSHIP GRANT$13,000
DOMESTIC VIOLENCE CRISIS CENTER
1111 SUMMER ST STE 203STAMFORDCT06905N/APCGeneral & Unrestricted$70,000
E Bell
2690 Winding Trail DrBoulderCO80304NONEIScholarship Grant$13,000
L Christenson
1851 Tansy PlBoulderCO80304NONEIScholarship Grant$13,000
NATIONAL DOMESTIC VIOLENCE HOTLINE
PO BOX 90249AUSTINTX78709N/APCGeneral & Unrestricted$50,000
NEW CANAAN LAND CONSERVATION TRUST INC
58 PINE STNEW CANAANCT06840N/APCGeneral & Unrestricted$10,000
NEW YORK UNIVERSITY
7 EAST 12TH ST 7TH FLOORNew YorkNY10003N/APCThompson Bartlett Summer Research Fellowships at NYU Tandon School of Engineering$60,000
T DANIELS
REGENTS OF THE UNIVERSITY OF COLORAOFC OF FINANCIAL AID 77 UCBBOULDERCO80309NONEISCHOLARSHIP GRANT$13,000
M OZA
REGENTS OF THE UNIVERSITY OF COLORAOFC OF FINANCIAL AID 77 UCBBOULDERCO80309NONEISCHOLARSHIP GRANT$13,000
K MEYMARIS
REGENTS OF THE UNIVERSITY OF COLORAOFC OF FINANCIAL AID 77 UCBBOULDERCO80309NONEISCHOLARSHIP GRANT$13,000
Q DAVIE
REGENTS OF THE UNIVERSITY OF COLORAOFC OF FINANCIAL AID 77 UCBBOULDERCO80309NONEISCHOLARSHIP GRANT$13,000
L MARSHALL
REGENTS OF THE UNIVERSITY OF COLORAOFC OF FINANCIAL AID 77 UCBBOULDERCO80309NONEISCHOLARSHIP GRANT$13,000
T HAYES EDMUNDS
ROANOKE COLLEGE221 COLLEGE LNSALEMVA24153NONEISCHOLARSHIP GRANT$13,000
L GONZALES
SANTA CLARA UNIVERSITY500 EL CAMINO REALSANTA CLARACA95053NONEISCHOLARSHIP GRANT$13,000
K PUTMAN
STONY BROOK UNIVERSITYPO BOX 619STONY BROOKNY11790NONEISCHOLARSHIP GRANT$13,000
H BONEWITZ
THE ADMINISTRATORS OF THE TULANE EDPO BOX 669394DALLASTX75266NONEISCHOLARSHIP GRANT$13,000
S LAUGAN
TRUSTEES OF GRINNELL COLLEGE733 BROAD STGRINNELLIA50112NONEISCHOLARSHIP GRANT$13,000
TRUSTEES OF PRINCETON UNIVERSITY
701 CARNEGIE CENTER STE 445PRINCETONNJ08540N/APCDede T. Bartlett Fund for Student Research in Energy and the Environment$10,000
M BORDEN
UNIVERSITY OF CHICAGO5801 S ELLIS AVECHICAGOIL60637NONEISCHOLARSHIP GRANT$13,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637N/APCJames Bartlett Fellowship Program - Harris School$40,000
L PERKINS
UNIVERSITY OF MICHIGANOFC OF FINANCIAL AID 2500 STUDENTANN ARBORMI48109NONEISCHOLARSHIP GRANT$13,000
S DALLAS
UNIVERSITY OF UTAH332 S 1400 EAST STE 150SALT LAKE CITYUT84112NONEISCHOLARSHIP GRANT$13,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$539,000TotalGrantOrContriPdDurYrAmt

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$106,242ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
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

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCOMMISSION REFUNDDesc
Exclusion01ExclusionCd
Exclusion$4,461ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$110,703ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$110,703TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$15,567$15,567
State or Local Filing Fees$25$25
BANK CHARGE$175$175

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCommission RefundDesc
Revenue And Expenses Per Books$4,461RevenueAndExpensesPerBooksAmt
Net Investment Income$4,461NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$1,500
990-PF Extension for 2023$200

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