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WYE FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WYE FOUNDATION INC (EIN 47-2554264)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-13
IRS object ID
202321339349100417
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)
Return2023-05-13T10:28:16-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EEPBBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12950 NORTH LOOP W SUITE 1200AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77092ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472554264EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wye Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JANE WYEInCareOfNm
Business Name ControlWYEFBusinessNameControlTxt
Phone4084063567PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13232 NE 31st AveAddressLine1Txt
CityLighthouse PointCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33064ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJane WyePersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4084063567PhoneNum
Signature2023-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJanePersonFirstNm
Person LastWyePersonLastNm
FieldValueIRS element (for citing)
SSN000000000SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKYLE DOUGHERTYPreparerPersonNm
PTINP01682560PTIN
Phone7136220016PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$2,787,149FMVAssetsEOYAmt
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$173InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$173InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$37,369DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,369DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,896NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,469,600GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,896CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$80,438TotalRevAndExpnssAmt
Total Net Invst Incm$80,438TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,800AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$27,357OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,357OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,734TaxesRevAndExpnssAmt
Taxes Net Invst Incm$273TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$1,176DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$150TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$150TravConfMeetingNetInvstIncmAmt
Printing And Pub Rev And Expnss$772PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$772PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$15,994OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,994OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$53,983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,346TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$565,802ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$565,802ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$619,785TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,346TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$565,802TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$539,347ExcessRevenueOverExpensesAmt
Net Investment Income$34,092NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,071CashBOYAmt
Cash EOY$37,717CashEOYAmt
Cash EOYFMV$37,717CashEOYFMVAmt
Corporate Stock BOY$2,525,973CorporateStockBOYAmt
Corporate Stock EOY$1,953,748CorporateStockEOYAmt
Corporate Stock EOYFMV$2,744,728CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,880LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,176LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$4,704LandEOYAmt
Land EOYFMV$4,704LandEOYFMVAmt
Total Assets BOY$2,535,044TotalAssetsBOYAmt
Total Assets EOY$1,996,169TotalAssetsEOYAmt
Total Assets EOYFMV$2,787,149TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,255AccountsPayableBOYAmt
Accounts Payable EOY$2,727AccountsPayableEOYAmt
Total Liabilities BOY$2,255TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,727TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$2,532,789AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$1,993,442AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$2,532,789TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,993,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,535,044TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,996,169TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,532,789TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$539,347ExcessRevenueOverExpensesAmt
Subtotal$1,993,442SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,993,442TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH - SEE ATTACHED STMT2022-01-012022-12-31$733,586$802,720-$69,134-$69,134
MERRILL LYNCH - SEE ATTACHED STMT2010-01-012022-12-31$736,014$623,984$112,030$112,030
FieldValueIRS element (for citing)
Capital Gain Net Income$42,896CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$474InvestmentIncomeExciseTaxAmt
Subtotal$474SubtotalAmt
Tax Based On Investment Income$474TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,200TotalPaymentsAndCreditsAmt
Overpayment$2,726OverpaymentAmt
Applied To ES Tax$800AppliedToESTaxAmt
Refund$1,926RefundAmt

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 StateFLOrgReportOrRegisterStateCd
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 Line1JANE WYEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4084063567PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13232 NE 31ST AVEAddressLine1Txt
CityLIGHTHOUSE POINTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33064ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS J WYE
3232 NE 31ST AVENUELIGHTHOUSE POINTFL33064PRESIDENT0$0$0$0
JANE E WYE
3232 NE 31ST AVENUELIGHTHOUSE POINTFL33064VICE PRESIDENT0$0$0$0
PAM SHEEHAN
15 SEAGATE CIRCLESCITUATEMA02066SECRETARY0$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$3,235,676AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$40,971AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,276,647TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,276,647AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,150CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,227,497NetVlNoncharitableAssetsAmt
Minimum Investment Return$161,375MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$161,375MinimumInvestmentReturnAmt
Tax Based On Investment Income$474TaxBasedOnInvestmentIncomeAmt
Total Tax$474TotalTaxAmt
Distributable Before Adj$160,901DistributableBeforeAdjAmt
Distributable Before Ded$160,901DistributableBeforeDedAmt
Distributable As Adjusted$160,901DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$565,802ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$565,802QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$160,901DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,400ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$6,016ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$70,931ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$73,208ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$224,619ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$377,174TotalExcessDistributionCyovAmt
Qualifying Distributions$565,802QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$160,901AppliedToCurrentYearAmt
Remaining Distri From Corpus$404,901RemainingDistriFromCorpusAmt
Total Corpus$782,075TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,400ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$779,675ExcessDistriCyovToNextYrAmt
Excess From Year4$6,016ExcessFromYear4Amt
Excess From Year3$70,931ExcessFromYear3Amt
Excess From Year2$73,208ExcessFromYear2Amt
Excess From Year1$224,619ExcessFromYear1Amt
Excess From Current Year$404,901ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OUR FATHERS HOUSE SOUP KITCHEN INC
PO BOX 668571POMPANO BEACHFL33066NONEPCfinancial assistance$25,000
FISHIALAI PROJECT
3232 NE 31ST AVELIGHTHOUSE POINTFL33064RUN BY THE WYE FOUNDATIONPFTO DEVELOP AI TECHNOLOGY TO ADVANCE THE KNOWLEDGE OF FISH.$476,613
KATIE BENTLEY MEMORIAL CHARITY
PO Box 269SalisburyNH03268noneDonation for underprivileged children$3,000
CITY OF LIGHTHOUSE POINT
3701 NE 22 AvenueLighthouse PointFL33064noneShop with a cop 2022$5,000
International Game Fish Association
300 Gulf Stream WayDania BeachFL33004nonePCDonation$5,189
Hillsboro Lighthouse Preservation Society
101 north riverside drive suite 205Pompano BeachFL33062nonePCWindow Replacements on Lighthouses$45,000
Moment of Silence Inc
279 Belmont AveHaledonNJ07508nonePCDonation$1,000
Experience Camps
PO BOX 5121WestportCT06881nonePCDonation$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$565,802TotalGrantOrContriPdDurYrAmt

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$173ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,369ExclusionAmt
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 Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,896ExclusionAmt
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$80,438ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$80,438TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,800Amt
Net Investment Income$1,800NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyCOMPUTERPropertyDesc
Acquired2022-07-10AcquiredDt
Cost Or Other Basis$5,880CostOrOtherBasisAmt
Computation MethodM5ComputationMethodTxt
Current Year Expense$1,176CurrentYearExpenseAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH BROKERAGE ACCTStockNm
EOY Book Value$1,953,748EOYBookValueAmt
EOYFMV$2,744,728EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescDUES AND SUBSCRIPTIONSDesc
Revenue And Expenses Per Books$15,994RevenueAndExpensesPerBooksAmt
Net Investment Income$15,994NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$27,357Amt
Net Investment Income$27,357NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$201$201
FEDERAL EXCISE TAXES$6,461
BUSINESS REGISTRATION TAX$72$72

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