CULP FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CULP FAMILY FOUNDATION (EIN 45-5394566)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202301299349104805
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)
Return2023-05-09T14:09:27-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DRIVE 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455394566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CULP FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BDO USA LLPInCareOfNm
Business Name ControlCULPBusinessNameControlTxt
Phone7038930600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18401 Greensboro Dr 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY LAWRENCE CULP JRPersonNm
Person TitlePresidentPersonTitleTxt
Phone7038930600PhoneNum
Signature2023-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHENRY LAWRENCEPersonFirstNm
Person LastCULP JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoan C HoltzPreparerPersonNm
PTINP00836429PTIN
Phone7038930600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$19,021,871FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$77,695InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$77,695InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$330,828DividendsRevAndExpnssAmt
Dividends Net Invst Incm$330,828DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$32,677NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,263,138GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,940OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$394,286TotalRevAndExpnssAmt
Total Net Invst Incm$408,523TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$55,653OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$55,653OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$17,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,826TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$81,653TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,479TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,051,092ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,051,092ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,132,745TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,479TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,059,592TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$738,459ExcessRevenueOverExpensesAmt
Net Investment Income$347,044NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$347,562CashBOYAmt
Cash EOY$701,612CashEOYAmt
Cash EOYFMV$701,612CashEOYFMVAmt
Corporate Stock BOY$9,690,825CorporateStockBOYAmt
Corporate Stock EOY$8,862,626CorporateStockEOYAmt
Corporate Stock EOYFMV$13,221,470CorporateStockEOYFMVAmt
Other Investments BOY$5,722,913OtherInvestmentsBOYAmt
Other Investments EOY$5,458,603OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,098,789OtherInvestmentsEOYFMVAmt
Total Assets BOY$15,761,300TotalAssetsBOYAmt
Total Assets EOY$15,022,841TotalAssetsEOYAmt
Total Assets EOYFMV$19,021,871TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$15,761,300RetainedEarningBOYAmt
Retained Earning EOY$15,022,841RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,761,300TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,022,841TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,761,300TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,022,841TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,761,300TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$738,459ExcessRevenueOverExpensesAmt
Subtotal$15,022,841SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,022,841TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NT #6712 & #8433P2022-01-012022-12-31$1,038,799$1,099,374-$60,597-$60,575
NT #6712 & #8433P2021-01-012022-12-31$2,224,339$2,196,420$27,919$27,919
FieldValueIRS element (for citing)
Capital Gain Net Income-$32,678CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,824InvestmentIncomeExciseTaxAmt
Subtotal$4,824SubtotalAmt
Tax Based On Investment Income$4,824TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,674EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$11,674TotalPaymentsAndCreditsAmt
Overpayment$6,850OverpaymentAmt
Applied To ES Tax$6,850AppliedToESTaxAmt

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 StateVAOrgReportOrRegisterStateCd
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 Line1BDO USA LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7038930600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18401 GREENSBORO DR 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
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

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
H LAWRENCE CULP JR
8401 GREENSBORO DR 800MCLEANVA22102PRESIDENT1.0$0$0$0
WENDY H CULP
8401 GREENSBORO DR 800MCLEANVA22102SECRETARY1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$55,653CompensationAmt
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$20,009,104AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$525,815AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,534,919TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,534,919AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$308,024CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,226,895NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,011,345MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,011,345MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,824TaxBasedOnInvestmentIncomeAmt
Total Tax$4,824TotalTaxAmt
Distributable Before Adj$1,006,521DistributableBeforeAdjAmt
Distributable Before Ded$1,006,521DistributableBeforeDedAmt
Distributable As Adjusted$1,006,521DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,059,592ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,059,592QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,006,521DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$46,295ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$103,207ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$149,502TotalExcessDistributionCyovAmt
Qualifying Distributions$1,059,592QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,006,521AppliedToCurrentYearAmt
Remaining Distri From Corpus$53,071RemainingDistriFromCorpusAmt
Total Corpus$202,573TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$202,573ExcessDistriCyovToNextYrAmt
Excess From Year3$46,295ExcessFromYear3Amt
Excess From Year2$103,207ExcessFromYear2Amt
Excess From Current Year$53,071ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerH LAWRENCE CULP JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE POTOMAC SCHOOL
1301 POTOMAC SCHOOL ROADMCLEANVA22101PC2022 GRANT FOR GENERAL OPERATING$107,143
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUEANNAPOLISMD21403PC2022 GRANT FOR GENERAL OPERATING$100,000
THE ANIMAL SHELTER FOR KENT COUNTY
10720 AUGUSTINE HERMAN HWYCHESTERTOWNMD21620PC2022 GRANT FOR GENERAL OPERATING$210,000
CARE
PO BOX 1870MERRIFIELDVA22116PC2022 GRANT FOR GENERAL OPERATING$5,000
WASHINGTON COLLEGE GE SCHOLARS
300 WASHINGTON AVECHESTERTOWNMD21620PC2022 GRANT FOR GENERAL OPERATING$168,949
KENT ATTAINABLE HOUSING INC
200 RADCLIFFE DRIVECHESTERTOWNMD21620PC2022 GRANT FOR GENERAL OPERATING$10,000
HARVARD COLLEGE
1585 MASSACHUSETTS AVENUECAMBRIDGEMA02138PC2022 GRANT FOR GENERAL OPERATING$400,000
BERNARD KRAKOW MEMORIAL FOUNDATION
1004 N BELGRADE RDSILVER SPRINGMD20902PC2022 GRANT FOR GENERAL OPERATING$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,051,092TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$408,523ExclusionAmt
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-$32,677ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
BOOK TO TAX DIFFERENCE$5,266
FEDERAL TAX REFUND - APPLIED$4,674

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$9,940UnrelatedBusinessTaxblIncmAmt
Exclusion$375,846ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$385,786TotalIncomeProducingActyAmt

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 PersonH LAWRENCE CULP JR WENDY CULPContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18401 Greensboro Dr 800AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Total Contributions$8,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$8,500Amt
Disbursements Charitable Prps$8,500DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockNT #6712, 4417, 8433StockNm
EOY Book Value$8,862,626EOYBookValueAmt
EOYFMV$13,221,470EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemNT #6712, 4417, 8433CategoryOrItemTxt
Book Value$5,458,603BookValueAmt
EOYFMV$5,098,789EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BOOK TO TAX ADJUSTMENT$5,266
FEDERAL TAX REFUND - APPLIED$4,674

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
NT #6712, 4417, 8433 - INV FEE$11,154$11,154
NT #6712, 4417, 8433 - INV FEE$44,499$44,499

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
NT #6712 - FOREIGN TAX PAID$5,826$5,826
ESTIMATED TAXES PAID$11,674

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