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TELAMON FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TELAMON FOUNDATION INC (EIN 46-3702028)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-15
IRS object ID
202342589349101024
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)
Return2023-09-15T14:18:55-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1201 N Illinois StreetAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463702028EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Telamon Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% STEPHANIE KIMInCareOfNm
Business Name ControlTELABusinessNameControlTxt
Phone3178186627PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 E 116th StreetAddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE KIMPersonNm
Person TitleCHAIR/DIRECTORPersonTitleTxt
Phone3178186627PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHANIEPersonFirstNm
Person LastKIMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN VERBETENPreparerPersonNm
PTINP01524107PTIN
Phone3173834000PhoneNum
Preparation2023-11-15PreparationDt

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$763,904FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$24InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,054DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,054DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$74,535NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$414,234GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,543TotalRevAndExpnssAmt
Total Net Invst Incm$13,078TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$126LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$126LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,575AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,575AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,100TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,873OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,717OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,156OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,249TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,292TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,857TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,749TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,292TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$56,357TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$36,206ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,252CashBOYAmt
Cash EOY$19,804CashEOYAmt
Cash EOYFMV$19,804CashEOYFMVAmt
Corporate Stock BOY$838,356CorporateStockBOYAmt
Corporate Stock EOY$807,598CorporateStockEOYAmt
Corporate Stock EOYFMV$744,100CorporateStockEOYFMVAmt
Total Assets BOY$863,608TotalAssetsBOYAmt
Total Assets EOY$827,402TotalAssetsEOYAmt
Total Assets EOYFMV$763,904TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$863,608AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$827,402AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$863,608TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$827,402TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$863,608TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$827,402TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$863,608TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$36,206ExcessRevenueOverExpensesAmt
Subtotal$827,402SubtotalAmt
Tot Net Ast Or Fund Balances EOY$827,402TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH #02124P$312,433$354,139-$38,525-$41,706
MERRILL LYNCH #02124P$97,155$143,101-$40,655-$45,946
CAPITAL GAIN DIVIDENDSP$4,646
CAPITAL GAIN DIVIDENDSP$4,646
FieldValueIRS element (for citing)
Capital Gain Net Income-$74,534CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,977EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,977TotalPaymentsAndCreditsAmt
Overpayment$1,977OverpaymentAmt
Applied To ES Tax$1,977AppliedToESTaxAmt

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 StateINOrgReportOrRegisterStateCd
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 Line1STEPHANIE KIMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3178186627PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11000 E 116TH STREETAddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
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
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
Albert Chen
1000 E 116th StreetCarmelIN46032Director0.25$0$0$0
Stanley Chen
1000 E 116th StreetCarmelIN46032Secretary/Treasurer/Director0.25$0$0$0
Stephanie Kim
1000 E 116th StreetCarmelIN46032Chair/Director1.0$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$722,681AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,542AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$766,223TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$766,223AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,493CashDeemedCharitableAmt
Net Vl Noncharitable Assets$754,730NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,737MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,737MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$37,737DistributableBeforeAdjAmt
Distributable Before Ded$37,737DistributableBeforeDedAmt
Distributable As Adjusted$37,737DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,357ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$56,357QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,737DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,396ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,737ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,307ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$79,828ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,412ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$124,680TotalExcessDistributionCyovAmt
Qualifying Distributions$56,357QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$37,737AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,620RemainingDistriFromCorpusAmt
Total Corpus$143,300TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,396ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$136,904ExcessDistriCyovToNextYrAmt
Excess From Year4$19,737ExcessFromYear4Amt
Excess From Year3$5,307ExcessFromYear3Amt
Excess From Year2$79,828ExcessFromYear2Amt
Excess From Year1$13,412ExcessFromYear1Amt
Excess From Current Year$18,620ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INDIANAPOLIS SYMPHONY ORCHESTRA
32 E WASHINGTON STREET SUITE 600INDIANPOLISIN46204NONEPCGENERAL$10,000
THE CENTER OF THE PERFORMING ARTS
55 CITY CENTER GROVECARMELIN46032NONEPCGENERAL$10,000
KIPP INDIANAPOLIS INC
1740 EAST 30TH STREETINDIANAPOLISIN46218NONEPCGENERAL$20,000
BOOTH TARKINGTON CIVIC THEATRE
3 CENTER GREENCARMELIN46032NONEPCGENERAL$7,500
THE INTERNATIONAL CENTER
ONE INDIANA SQUARE SUITE 2000INDIANAPOLISIN46204NONEPCGENERAL$1,000
BIG BROTHERS BIG SISTERS OF CENTRAL IN INC
1433 N MERIDIAN STREETINDIANAPOLISIN46202NONEPCGENERAL$500
WOODLAND CHRISTMAS CLUB INC
100 WOODLAND LANECARMELIN46032NONEPCGENERAL$500
MARION COUNTY PUBLIC LIBRARY FOUNDATION INC
2450 N MERIDIAN STREETINDIANAPOLISIN46204NONEPCGENERAL$1,000
POE MAGNET ELEMENTARY SCHOOL PTA
4000 PEYTON STREETRALEIGHNC27616NONEPCGENERAL$500
4P - SUPPORT GROUP INC
124 SPRINGER WOODS BLVDDELAWAREOH43015NONEPCGENERAL$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,500TotalGrantOrContriPdDurYrAmt

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$24ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,054ExclusionAmt
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-$74,535ExclusionAmt
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-$61,457ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$61,457TotalIncomeProducingActyAmt

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 PersonTelamon CorporationContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11000 East 116th StreetAddressLine1Txt
CityCarmelCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,150Amt
Net Investment Income$3,575NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,575DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH #02124StockNm
EOY Book Value$807,598EOYBookValueAmt
EOYFMV$744,100EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$126LegalFeesAmt
Disbursements Charitable Prps$126DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$9,717$9,717
INSURANCE$915$915
MISCELLANEOUS$241$241

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$5,100Amt

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