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DOANE-PERKINS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DOANE-PERKINS FOUNDATION (EIN 04-3308085)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202303129349101005
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)
Return2023-11-08T08:46:36-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043246745PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sullivan Sorgi and Dimmock LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 Beacon Street Suite 1010AddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021083817ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043308085EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Doane-Perkins FoundationBusinessNameLine1Txt
Business Name Line2% William D Chin TrusteeBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDOANBusinessNameControlTxt
Phone6174894257PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1261 Payson RoadAddressLine1Txt
CityBelmontCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02478ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWilliam D ChinPersonNm
Person TitleTrusteePersonTitleTxt
Phone6172273678PhoneNum
Signature2023-11-02SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWilliamPersonFirstNm
Person LastChinPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID SORGIPreparerPersonNm
PTINP00853273PTIN
Phone6177422150PhoneNum
Preparation2023-11-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$1,151,023FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,994DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,994DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,326NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$55,133GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$44,326CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$64,323TotalRevAndExpnssAmt
Total Net Invst Incm$64,323TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,100CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,400CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,185AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$790AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$175TaxesRevAndExpnssAmt
Taxes Net Invst Incm$175TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,685TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,460TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,225TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,685TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,460TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,225TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,638ExcessRevenueOverExpensesAmt
Net Investment Income$60,863NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$499CashBOYAmt
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$18,950SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$43,872SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$43,872SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$231,353CorporateStockBOYAmt
Corporate Stock EOY$220,546CorporateStockEOYAmt
Corporate Stock EOYFMV$1,096,350CorporateStockEOYFMVAmt
Other Assets BOY$25,200OtherAssetsBOYAmt
Other Assets EOY$25,200OtherAssetsEOYAmt
Other Assets EOYFMV$10,800OtherAssetsEOYFMVAmt
Total Assets BOY$276,002TotalAssetsBOYAmt
Total Assets EOY$289,619TotalAssetsEOYAmt
Total Assets EOYFMV$1,151,023TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$276,002RetainedEarningBOYAmt
Retained Earning EOY$289,619RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$276,002TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$289,619TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$276,002TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$289,619TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$276,002TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,638ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$289,640SubtotalAmt
Other Decreases$21OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$289,619TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property515 shares of Exxon Corp.PropertyDesc
How AcquiredDHowAcquiredCd
Acquired1997-12-31AcquiredDt
Sold2022-12-31SoldDt
Gross Sales Price$55,133GrossSalesPriceAmt
Cost Or Other Basis$10,807CostOrOtherBasisAmt
Gain Or Loss$44,326GainOrLossAmt
Gains Minus Excess Or Losses$44,326GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$44,326CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$846InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$846SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$846TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$240ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$240TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$10EsPenaltyAmt
Tax Due$616TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWilliam D Chin TrusteeIndividualWithBooksNm
Phone6174894257PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1261 Payson RoadAddressLine1Txt
CityBelmontCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02478ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
William D Chin
261 Payson RoadBelmontMA02478Trustee5.00$2,500$0$0
Edward J O'Loughlin
7 Wilkins StreetHudsonMA01749Trustee1.00$1,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,092,297AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,638AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,800FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,130,735TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,130,735AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,961CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,113,774NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,689MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,689MinimumInvestmentReturnAmt
Tax Based On Investment Income$846TaxBasedOnInvestmentIncomeAmt
Total Tax$846TotalTaxAmt
Distributable Before Adj$54,843DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$54,843DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$54,843DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,225ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$47,225QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,843DistributableAsAdjustedAmt
Undistributed Income PY$2,222UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$47,225QualifyingDistributionsAmt
Applied To Year1$2,222AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,003AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$9,840UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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
First United Methodist Church
34 Felton StreetHudsonMA01749NONEPublic CharityPrograms$5,000
Globe Santa
PO Box 491MedfordMA02155NONEPublic CharitySupport$3,000
Hudson Community Food Pantry
28 Houghton St PO Box 608HudsonMA01749NONEPublic CharitySupplies$10,000
St Francis House
39 Boylston StreetBostonMA02205NONEPublic CharityPrograms$5,000
St Isidore Parish
429 Great RoadStowMA01775NONEPublic CharityMaintenance$2,000
Hudson Public Library
3 Washington St the RotaryHudsonMA01749NONEPublic CharityPrograms$1,000
The Greater Boston Food Bank
70 South Bay AvenueBostonMA02118NONEPublic CharitySupplies and Support$11,000
The Nancy Seaberry Frost Arts Endowment
P O Box 712EastlandTX76448NONEPublic CharityPrograms and Supplies$3,000
Unitarian Church of Marlboro & Hudson
102 Main St POBox 176HudsonMA01749NONEPublic CharityMaintenance$4,000
Friends of the Hudson Senior Center
Hudson Sr Ctr 29 Church StHudsonMA01749NONEPublic CharitySupport$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescNONEDesc

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,994RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$44,326RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$64,323RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,323TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4eThere are no specific income producing activities.
8eIncome from securities provide funds to pay the gifts and if there are not enough income funds, securities are sold to obtain the remaining funds to pay the current year's contribution.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategorySS&D, LLP - Legal and AccountingCategoryTxt
Amt$1,975Amt
Net Investment Income$1,185NetInvestmentIncomeAmt
Disbursements Charitable Prps$790DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBrokerage A/C - Stocks/BondsStockNm
EOY Book Value$220,546EOYBookValueAmt
EOYFMV$1,096,350EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLandDesc
BOY Book Value$25,200BOYBookValueAmt
EOY Book Value$25,200EOYBookValueAmt
EOYFMV$10,800EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescIRS - Payments for 2021 tax dueDesc
Amt$21Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFiling feeDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryReal Estate TaxesCategoryTxt
Amt$175Amt
Net Investment Income$175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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