SSS FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SSS FOUNDATION INC (EIN 32-0314794)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-01-23
IRS object ID
202330239349100813
Schema version
2021v4.0
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)
Return2023-01-23T19:06:02-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592921780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WELLS HOUSER & SCHATZEL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 94TH AVE NAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337022406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN320314794EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SSS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSSSFBusinessNameControlTxt
Phone7275781040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 94TH AVENUE NORTHAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33072ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER C SCHATZELPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7275781040PhoneNum
Signature2023-01-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastSCHATZELPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER C SCHATZELPreparerPersonNm
PTINP00430290PTIN
Phone7275781040PhoneNum
Preparation2023-01-21PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,220,367FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,642,853ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$226InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$226InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,975DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,975DividendsNetInvstIncmAmt
Total Rev And Expnss$3,646,054TotalRevAndExpnssAmt
Total Net Invst Incm$3,201TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,880AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,880AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$888OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,768TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,880TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,239,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,239,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,243,768TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,880TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,239,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,402,286ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,677,337CashBOYAmt
Cash EOY$3,776,422CashEOYAmt
Cash EOYFMV$3,776,422CashEOYFMVAmt
Sav And Temp Cash Invst BOY$19,085SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$322,286SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$322,285SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$200AcctRcvblAmt
Acct Rcvbl BOY$200AcctRcvblBOYAmt
Acct Rcvbl EOY$200AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$200AcctRcvblEOYFMVAmt
Corporate Stock BOY$49,852CorporateStockBOYAmt
Corporate Stock EOY$49,852CorporateStockEOYAmt
Corporate Stock EOYFMV$121,460CorporateStockEOYFMVAmt
Total Assets BOY$1,746,474TotalAssetsBOYAmt
Total Assets EOY$4,148,760TotalAssetsEOYAmt
Total Assets EOYFMV$4,220,367TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,746,474NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,148,760NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,746,474TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,148,760TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,746,474TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,148,760TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,746,474TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,402,286ExcessRevenueOverExpensesAmt
Subtotal$4,148,760SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,148,760TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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 StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPETER C SCHATZELIndividualWithBooksNm
Phone7275781040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 94TH AVENUE NORTHAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337022406ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
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
JAYAPRAKASH K KAMATH
500 94TH AVENUE NORTHST PETERSBURGFL337022406PRESIDENT000.00$0$0$0
GEETHA J KAMATH
500 94TH AVENUE NORTHST PETERSBURGFL337022406SECRETARY000.00$0$0$0
PETER C SCHATZEL
500 94TH AVENUE NST PETERSBURGFL337022406TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$116,600AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,458,103AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$200FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,574,903TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,574,903AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,624CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,551,279NetVlNoncharitableAssetsAmt
Minimum Investment Return$77,564MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$77,564MinimumInvestmentReturnAmt
Distributable Before Adj$77,564DistributableBeforeAdjAmt
Distributable Before Ded$77,564DistributableBeforeDedAmt
Distributable As Adjusted$77,564DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,239,000ExpensesAndContributionsAmt
Qualifying Distributions$1,239,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,564DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$673,868ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$820,937ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$797,915ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$877,633ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$436,536ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,606,889TotalExcessDistributionCyovAmt
Qualifying Distributions$1,239,000QualifyingDistributionsAmt
Applied To Current Year$77,564AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,161,436RemainingDistriFromCorpusAmt
Total Corpus$4,768,325TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$673,868ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,094,457ExcessDistriCyovToNextYrAmt
Excess From Year4$820,937ExcessFromYear4Amt
Excess From Year3$797,915ExcessFromYear3Amt
Excess From Year2$877,633ExcessFromYear2Amt
Excess From Year1$436,536ExcessFromYear1Amt
Excess From Current Year$1,161,436ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAYAPRAKASH K AND GEETHA J KAMATHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPETER SCHATZELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 94TH AVENUE NORTHAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33072ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7275781040RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION USES A STANDARD GRANT APPLICATION FORM. THE APPLICATION FORM INCLUDES ALL INFORMATION ABOUT THE CHARITABLE ORGANIZATION NECESSARY FOR THE FOUNDATION'S CONSIDERATION. HOWEVER, THE FOUNDATION DOES NOT ACCEPT UNSOLICITED GRANT APPLICATION REQUESTS.FormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
ST PETERSBURG FREE CLINIC
863 3RD AVENUE NORTHST PETERSBURGFL33701NONE509(A)(1)PROVIDE FOOD, SHELTER, MEDICAL CARE$3,000
DHAMMA WHEEL MEDITATION
1518 SOUTH HAVEN DRIVECLEARWATERFL33764NONE509(A)(1)OPERATING PURPOSES$5,000SOCIETY
ST VINCENT DE PAUL CARES
381 15TH STREET NST PETERSBURGFL33705NONE509(A)(1)MEALS AND REST ROOMS FOR HOMELESS$3,000
HINDU TEMPLE OF FLORIDA
5509 LYNN ROADTAMPAFL33624NONE509(A)(1)RELIGIOUS WORSHIP AND PROMOTE PEACE$3,000
CANARA HIGH SCHOOL
AMMEMBAL SUBBA RAO PAI RDKARNATAKA INDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$20,000KODIALBAILM MANGALORE
CANARA HIGH SCHOOL
AMMEMBAL SUBBA RAO PAI RDKARNATAKA INDIAFL33702NONER PROC 92-64SEE ATTACHED REV PRO 92-94 STATEMENT$15,000KODOALBAIL MANGALORE
SRI SATHYA SAI CENTRAL TRUST
PRASANTHI NILAYAMINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$300,000ANANTAPUR DT AP
SRI SATHYA SAI CENTRAL TRUST
PRASANTHI NILAYAMINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$300,000ANANTAPUR DT AP
SRI SATHYA SAI CENTRAL TRUST
PRASANTHI NILAYAMINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$300,000ANANTAPUR DT AP
SRI SATHYA SAI TRUST KARNATAKA
BRINDAVAN KADUGODI POINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$20,000BANGALORE
SRI SATHYA SAI TRUST KARNATAKA
BRINDAVAN KADUGODI POINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$20,000BANGALORE
SRI SATHYA SAI TRUST KARNATAKA
BRINDAVAN KADUGODI POINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$50,000BANGALORE
SRI SATHYA SAI TRUST KARNATAKA
BRINDAVAN KADUGODI POINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$20,000BANGALORE
SRI SATHYA SAI TRUST KARNATAKA
BRINDAVAN KADUGODI POINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$20,000BANGALORE
SRI SATHYA SAI TRUST KARNATAKA
BRINDAVAN KADUGODI POINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$30,000BANGALORE
ISHWARAMBA TRUST
4 CROSS ROAD GANDHIAGARKARNATAKA INDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$20,000MANNAGUDDA MANGALORE
ISHWARAMBA TRUST
4 CROSS ROAD GANDHIAGARKARNATAKA INDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$10,000MANNAGUDDA MANGALORE
BHAGAWAN SRI SATHYA SAI SEVA TRUST
VIDYA KENDRA CHOKKADIINDIAFL33702NONER PROC 92-94SEE ATTACHED REV PRO 92-94 STATEMENT$100,000AMARAPADNOOR KARNATAKA
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,239,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$226ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,975ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,201ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,201TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
RAMCHANDRA K AND SHEELA R NAYAK
12232 WALES DRIVECARDIFFCA92007$30,000Yes (X)
JAYAPRAKASH K AND GEETHA J KAMATH
22422 KENT PLACECLEARWATERFL33764$3,500,000Yes (X)
SUBHASH A DAVE
311651 GROVE PLSEMINOLEFL33772$30,000Yes (X)
ADINARAYANA KANTIPUDI
43360 ZACK DRIVEDUNEDINFL34698$5,000Yes (X)
HANDS SERVING ALL INC
5WEST SAMPLE ROADCORAL SPRINGSFL33065$65,851Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING REESCategoryTxt
Amt$3,880Amt
Net Investment Income$3,880NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJOHNSON & JOHNSON 710 SHARESStockNm
EOY Book Value$49,852EOYBookValueAmt
EOYFMV$121,460EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES - WIRE FEES$888

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