MEYER FAMILY CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MEYER FAMILY CHARITABLE TR (EIN 46-7190125)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202511359349103121
Schema version
2024v5.1
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)
Return2025-05-15T11:20:45-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN467190125EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEYER FAMILY CHARITABLE TRUST UA 12-17-13BusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DAVID MEYERInCareOfNm
Business Name ControlMEYEBusinessNameControlTxt
Phone8778295500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 BRIDLE TRAILAddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID MEYERPersonNm
Person TitletrusteePersonTitleTxt
Phone8778295500PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTEN STINSON CPAPreparerPersonNm
PTINP00360338PTIN
Phone2127519100PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,693,650FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,058,780ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$111InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$111InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$65,847DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,847DividendsNetInvstIncmAmt
Total Rev And Expnss$6,124,738TotalRevAndExpnssAmt
Total Net Invst Incm$65,958TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,536AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,768AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$478TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,014TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,768TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$358,498ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$358,498ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$362,512TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,768TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$358,498TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,762,226ExcessRevenueOverExpensesAmt
Net Investment Income$64,190NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,080CashBOYAmt
Cash EOY$9,066CashEOYAmt
Cash EOYFMV$9,066CashEOYFMVAmt
Sav And Temp Cash Invst BOY$251,935SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$259,894SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$259,894SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,816,002CorporateStockBOYAmt
Corporate Stock EOY$9,688,953CorporateStockEOYAmt
Corporate Stock EOYFMV$11,708,547CorporateStockEOYFMVAmt
Other Investments BOY$500,000OtherInvestmentsBOYAmt
Other Investments EOY$500,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,716,143OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,611,017TotalAssetsBOYAmt
Total Assets EOY$10,457,913TotalAssetsEOYAmt
Total Assets EOYFMV$13,693,650TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,611,017NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,457,913NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,611,017TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,457,913TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,611,017TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,457,913TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,611,017TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,762,226ExcessRevenueOverExpensesAmt
Other Increases$84,670OtherIncreasesAmt
Subtotal$10,457,913SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,457,913TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$892InvestmentIncomeExciseTaxAmt
Subtotal$892SubtotalAmt
Tax Based On Investment Income$892TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$26EsPenaltyAmt
Tax Due$918TaxDueAmt

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 StateCTOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID MEYERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8778295500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line166 BRIDLE TRAILAddressLine1Txt
CitydarienCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID MEYERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line166 BRIDLE TRAILAddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$5,185,620AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$311,021AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,397,290FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,893,931TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,893,931AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$103,409CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,790,522NetVlNoncharitableAssetsAmt
Minimum Investment Return$339,526MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$339,526MinimumInvestmentReturnAmt
Tax Based On Investment Income$892TaxBasedOnInvestmentIncomeAmt
Total Tax$892TotalTaxAmt
Distributable Before Adj$338,634DistributableBeforeAdjAmt
Distributable Before Ded$338,634DistributableBeforeDedAmt
Distributable As Adjusted$338,634DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$358,498ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$358,498QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$338,634DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$58,695ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$34,076ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,183ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,365ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$41,593ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$186,912TotalExcessDistributionCyovAmt
Qualifying Distributions$358,498QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$338,634AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,864RemainingDistriFromCorpusAmt
Total Corpus$206,776TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$58,695ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$148,081ExcessDistriCyovToNextYrAmt
Excess From Year4$34,076ExcessFromYear4Amt
Excess From Year3$6,183ExcessFromYear3Amt
Excess From Year2$46,365ExcessFromYear2Amt
Excess From Year1$41,593ExcessFromYear1Amt
Excess From Current Year$19,864ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID MEYERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WIKS - USA
PO BOX 200413NEW HAVENCT06520NONEPCGENERAL DONATION$5,000
NORWALK GRASSROOTS TENNIS
394 WEST AVENORWALKCT06850NONEPCGENERAL DONATION$10,000
ST GREGORY'S SCHOOL OF BOYS
121 OLD NISKAYUNA ROADLOUDONVILLENY12211NONEPCGENERAL DONATION$2,000
PERSON TO PERSON
1864 POST ROADDARIENCT06820NONEPCGENERAL DONATION$35,000
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063NONEPCGENERAL DONATION$5,000
NPC
5720 INTEGRITY DRIVEMILLINGTONTN38055NONEPCGENERAL DONATION$15,000
THE MATHEW HOMESTEAD FOUNDATION
PO BOX 1054DARIENCT06820NONEPCGENERAL DONATION$1,250
DARIEN EMS POST 53
PO BOX 2066DARIENCT06820NONEPCGENERAL DONATION$500
STAYIN' ALIVE
15 WINDMILL PLARMONKNY10504NONEPCGENERAL DONATION$2,500
ONE ACRE
77 Sands StBrooklynNY11201NONEPCGENERAL DONATION$10,000
NORTON HEIGHTS FIRE DEPARTMENT
209 Noroton Ave 4219DarienCT06820NONEPCGENERAL DONATION$250
ARTS CENTER EAST
709 Hartford TurnpikeVernonCT06066NONEPCGENERAL DONATION$500
ROWAYTON ARTS CENTER
145 Rowayton AveNorwalkCT06853NONEPCGENERAL DONATION$500
NEW CANAAN YMCA
564 South AveNew CanaanCT06840NONEPCGENERAL DONATION$500
HORIZON GREEN FARMS ACADEMY
1057 Broad StBridgeportCT06604NONEPCGENERAL DONATION$102,749
NORTHWESTERN UNIVERSITY
633 Clark StreetEvanstonIL60208NONEPCGENERAL DONATION$52,390
GREEN FARMS ACADEMY
35 Beachside AveWestportCT06880NONEPCGENERAL DONATION$115,359
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$358,498TotalGrantOrContriPdDurYrAmt

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$111ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,847ExclusionAmt
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
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$65,958ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,958TotalIncomeProducingActyAmt

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 PersonDAVID JORI MEYERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line166 BRIDLE TRAILAddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,058,780TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySTOCKSNoncashPropertyDesc
Fair Market Value$6,058,780FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,536Amt
Net Investment Income$1,768NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$9,688,953EOYBookValueAmt
EOYFMV$11,708,547EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMANTICORE FUNDCategoryOrItemTxt
Book Value$500,000BookValueAmt
EOYFMV$1,716,143EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME PER 1099Desc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIF IN FMV & COST BASIS OF SEC. GRANTEDDesc
Amt$84,670Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc
DUE TO WORLDVISION
DUE TO NOROTON FIRE DEPT

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$478Amt

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