THE DAVID AND MARY BARROS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE DAVID AND MARY BARROS FOUNDATION INC (EIN 13-4186806)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202311359349102321
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T11:13:34-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871897352 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A DEL PINO CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 BURWOOD AVE | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134186806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & MARY BARROS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2033139048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 FIRST PARISH ROAD | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020663117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BARROS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2033139048 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | BARROS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMARILYS DEL PINO | PreparerPersonNm |
| PTIN | P02472481 | PTIN |
| Phone | 2033565614 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $427,680 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,062 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,062 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,300 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,066 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,066 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,488 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,359 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,359 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,209 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,578 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,066 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,895 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $447,415 | CorporateStockBOYAmt |
| Corporate Stock EOY | $398,785 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $398,785 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $505,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $427,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $427,680 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $505,762 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $427,680 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $505,762 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $427,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $505,762 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $427,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $505,762 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,189 | ExcessRevenueOverExpensesAmt |
| Subtotal | $483,573 | SubtotalAmt |
| Other Decreases | $55,893 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $427,680 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $50 | SubtotalAmt |
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23 | TotalPaymentsAndCreditsAmt |
| Tax Due | $27 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID BARROS | IndividualWithBooksNm |
| Phone | 2033139048 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 FIRST PARISH ROAD | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARY BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CATHERINE BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MICHAEL BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DAVID BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MEGAN BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 02066 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JENNA BARROS | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 020663117 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| RORY OVERDORFF | ||||||||
| 784 FIRST PARISH ROAD | SCITUATE | MA | 020663117 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $50 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,359 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $23,359 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,102 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,402 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,182 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,011 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,750 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,447 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,359 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $23,359 | RemainingDistriFromCorpusAmt |
| Total Corpus | $139,806 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,102 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $115,704 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,402 | ExcessFromYear4Amt |
| Excess From Year3 | $21,182 | ExcessFromYear3Amt |
| Excess From Year2 | $22,011 | ExcessFromYear2Amt |
| Excess From Year1 | $24,750 | ExcessFromYear1Amt |
| Excess From Current Year | $23,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID MARY BARROS FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 784 PARISH ROAD | AddressLine1Txt |
| City | SCITUATE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020663117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7813781546 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL REQUIRED CONTENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINE FOR SUBMISSION | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AVON OLD FARMS SCHOOL | ||||||
| 500 OLD FARMS ROAD | AVON | CT | 06001 | EDUCATION | $4,000 | |
| SCITUATE ANIMAL SHELTER | ||||||
| 780 CHIEF JUSTICE CUSHING | SCITUATE | MA | 02066 | PROTECTION AND WELFARE OF ANIMALS | $1,000 | |
| FRIENDSHIP HOME | ||||||
| PO BOX 916 | NORWELL | MA | 02061 | SHELTER FOR VICTIMS OF DOMESTIC VIOL | $6,609 | |
| MGH FUND | ||||||
| 125 NASHUA STREET 540 | BOSTOM | MA | 02114 | SUPPORT HEALTHCARE | $1,000 | |
| SCITUATE FOOD PANTRY | ||||||
| 344 COUNTRY WAY | SCITUATE | MA | 02066 | FOOD FOR THE NEEDY | $500 | |
| ALLIANCE HEALTH AND HUMAN SERVICES | ||||||
| 134 RUMFORD AVENUE 306 | NEWTOWN | MA | 02466 | HEALTH CARE TO ELDERS & CHILDREN | $1,500 | |
| PINE STREET INN HOMELESS SHELTER | ||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | HOMELESS SHELTER | $750 | |
| SOUTH SHORE HEALTH SYSTEM FOUNDATIO | ||||||
| 55 FOGG ROAD | SOUTH WEYMOUTH | MA | 02190 | CRITICAL CARE TRAINING & EDUCATION | $1,000 | |
| ST JUDES CHILDRENS RESEARCH HOSPITA | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | PEDIATRIAC MEDICAL RESEARCH | $1,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457266 | CANCER RESEARCH | $1,000 | 6TH FLOOR |
| ST JOHNS EPISCOPAL CHURCH | ||||||
| 172 MAIN STREET | HINGHAM | MA | 02043 | RELIGIOUS ORGANIZATION/CHURCH | $2,000 | |
| SCHOOL ON WHEELS OF MASSACHUSETTS | ||||||
| 100 LAUREL STREET | EAST BRIDGEWATER | MA | 02333 | EDUCATION FOR HOMELESS CHILDREN | $500 | 121 |
| COMMUNITY FOUNDATION OF NORTH CENTR | ||||||
| 649 JOHN FITCH HWY | FITCHBURG | MA | 01420 | COMMUNITY WELFARE | $500 | |
| ST MARY'S CENTER FOR WOMEN & CHILDR | ||||||
| 90 CUSCHING AVENUE | DORCHESTER | MA | 02125 | HOMELESS WOMEN & CHILDREN | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,359 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,062 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$6,046 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUMMIT MIDSTREAM PARTNERS L | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,020 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,020 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | A DEL PINO, CPA TAX PREP | CategoryTxt |
| Amt | $750 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CYSCO SYS INC | 2019-06 | PURCHASE | 2022-11 | $5,390 | $6,449 | -$1,059 |
| WALT DISNEY CO HOLDINGS | 2019-06 | PURCHASE | 2022-12 | $7,910 | $12,897 | -$4,987 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES / FIXED INCOME | StockNm |
| EOY Book Value | $398,785 | EOYBookValueAmt |
| EOYFMV | $398,785 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE | Desc |
| Amt | $55,893 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| NY REGISTRATION FEE | $100 |
Comments