BETA

BUCKLEY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BUCKLEY FAMILY CHARITABLE FOUNDATION (EIN 47-1197763)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-02
IRS object ID
202301229349102080
Schema version
2022v5.0
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)
Return2023-05-02T13:24:52-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471197763EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Buckley Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBUCKBusinessNameControlTxt
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)
Personjane buckleyPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-04-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstjanePersonFirstNm
Person LastbuckleyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,901,561FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$174,609ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$70InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$70InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,503DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,503DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,188NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$561,449GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$58,687CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$209,370TotalRevAndExpnssAmt
Total Net Invst Incm$89,260TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$3,600CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$11,825OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,825OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,479TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$11,932OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$11,932OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,836TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,825TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,532TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$21,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,836TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,825TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$36,532TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$159,534ExcessRevenueOverExpensesAmt
Net Investment Income$77,435NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,042SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,345SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,345SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,759,348CorporateStockBOYAmt
Corporate Stock EOY$1,895,579CorporateStockEOYAmt
Corporate Stock EOYFMV$1,874,216CorporateStockEOYFMVAmt
Total Assets BOY$1,763,390TotalAssetsBOYAmt
Total Assets EOY$1,922,924TotalAssetsEOYAmt
Total Assets EOYFMV$1,901,561TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,763,390RetainedEarningBOYAmt
Retained Earning EOY$1,922,924RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,763,390TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,922,924TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,763,390TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,922,924TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,763,390TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$159,534ExcessRevenueOverExpensesAmt
Subtotal$1,922,924SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,922,924TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$561,449GrossSalesPriceAmt
Cost Or Other Basis$502,762CostOrOtherBasisAmt
Gain Or Loss$58,687GainOrLossAmt
Gains Minus Excess Or Losses$58,687GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$58,687CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,076InvestmentIncomeExciseTaxAmt
Subtotal$1,076SubtotalAmt
Tax Based On Investment Income$1,076TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$76TaxDueAmt

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 PrsnYes (true)PayCompDisqualifiedPrsnInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jane Buckley
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Katie Buckley
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, Dir, Pres1.0$3,600$0$0
Steve Buckley
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas, VP1.0$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$1,782,527AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,235AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,825,762TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,825,762AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,386CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,798,376NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,919MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,919MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,076TaxBasedOnInvestmentIncomeAmt
Total Tax$1,076TotalTaxAmt
Distributable Before Adj$88,843DistributableBeforeAdjAmt
Distributable Before Ded$88,843DistributableBeforeDedAmt
Distributable As Adjusted$88,843DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,532ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$36,532QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$88,843DistributableAsAdjustedAmt
Undistributed Income PY$32,628UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$36,532QualifyingDistributionsAmt
Applied To Year1$32,628AppliedToYear1Amt
Applied To Current Year$3,904AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$84,939UndistributedIncomeCYAmt
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 ManagerJane BuckleyContributingManagerNm
Contributing ManagerSteve BuckleyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR CHOICE IN EDUCATION
5251 DTC PKWY STE 1150GREENWOOD VILLAGECO80111N/APCGeneral & Unrestricted$10,000
COLORADO INSTITUTE OF DEVELOPMENTAL PEDIATRICS INC
56 INVERNESS DR E STE 250ENGLEWOODCO80112N/APCGeneral & Unrestricted$5,000
DRENNENS DREAMS FOUNDATION
6874 S FRANKLIN CIRCENTENNIALCO80122N/APCCharitable Event$1,000
FAMILY TREE INC
3805 MARSHALL STWHEAT RIDGECO80033N/APCGeneral & Unrestricted$2,500
UNIVERSITY OF COLORADO FOUNDATION
PO BOX 17126DENVERCO80217N/APCCharitable Event$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,000TotalGrantOrContriPdDurYrAmt

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$70ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,503ExclusionAmt
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 Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,188ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$34,761ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,761TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBuckley JaneContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14092 E Iris CourtAddressLine1Txt
CityGreenwood VillageCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80121ZIPCd
FieldValueIRS element (for citing)
Total Contributions$174,609TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 325 sh.$97,5372022-12-16
1APPLE INC AAPL, 568 sh.$77,0722022-12-16

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPS/SMITH TOTAL RETURN BOND F$32,472$33,057
AMAZON COM$39,687$20,160
APPLE INC$100,148$118,886
BERKSHIRE HATHAWAY INC. CLASS$130,104$147,963
CALAMOS GROWTH AND INCOME FD C$100,740$93,148
CAMBIAR SMID INVESTOR$134,735$153,583
CATALYST MILLBURN HEDGE STRATE$87,375$95,284
DBX DEUTSCHE X TRACKERS RUSSEL$91,985$109,305
FINANCIAL SELECT SECTOR SPDR F$24,833$33,755
FIRST TRUST CAPITAL STRENGTH$112,982$124,717
FIRST TRUST NASDAQ CYBERSECURI$94,272$84,001
GOLDMAN SACHS GQG PARTNERS INT$127,314$118,982
INVESCO OPPENHEIMER DEVELOPING$78,468$59,553
LOOMIS SAYLES FDS STRATEGIC IN$62,232$52,852
LORD ABBETT BOND DEBENTURE FUN$81,488$70,941
MFS INTERNATIONAL DIVERSIFICAT$103,460$100,525
OAKMARK INTERNATIONAL FUND$32,945$36,226
PERFORMANCE TRUST TOTAL RETURN$32,591$33,068
PROSHARES LARGE CAP CORE PLUS$124,551$133,293
PROSHARES RUSSELL 2000 DIVIDEN$52,152$61,922
THE BLACKSTONE GROUP INC CL A$83,239$60,687
VISA INC$44,805$44,876
WALT DISNEY HOLDINGS CO$42,688$22,154
WESTERN ASSET MACRO OPPORTUNIT$80,313$65,278

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$11,907$11,907
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$11,825Amt
Net Investment Income$11,825NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2022$1,000
990-PF Extension for 2021$479

Comments

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