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The Browning Family Foundation: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
The Browning Family Foundation (EIN 45-3668378)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-31
IRS object ID
202313049349101256
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)
Return2023-10-31T13:56:55-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453668378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Browning Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBROWBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBrian BrowningPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-10-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBrianPersonFirstNm
Person LastBrowningPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$710,195FMVAssetsEOYAmt
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$105InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$105InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,953DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,953DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,042NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$71,161GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,042CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,100TotalRevAndExpnssAmt
Total Net Invst Incm$32,100TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$200TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$37,151OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,409OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,351TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,409TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,451TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,509TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$32,351ExcessRevenueOverExpensesAmt
Net Investment Income$32,100NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,254SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$54,105SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$54,105SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$644,759CorporateStockBOYAmt
Corporate Stock EOY$595,648CorporateStockEOYAmt
Corporate Stock EOYFMV$653,373CorporateStockEOYFMVAmt
Other Investments BOY$37,218OtherInvestmentsBOYAmt
Other Investments EOY$37,127OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,717OtherInvestmentsEOYFMVAmt
Total Assets BOY$719,231TotalAssetsBOYAmt
Total Assets EOY$686,880TotalAssetsEOYAmt
Total Assets EOYFMV$710,195TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$719,231RetainedEarningBOYAmt
Retained Earning EOY$686,880RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$719,231TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$686,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$719,231TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$686,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$719,231TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$32,351ExcessRevenueOverExpensesAmt
Subtotal$686,880SubtotalAmt
Tot Net Ast Or Fund Balances EOY$686,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$71,161GrossSalesPriceAmt
Cost Or Other Basis$51,119CostOrOtherBasisAmt
Gain Or Loss$20,042GainOrLossAmt
Gains Minus Excess Or Losses$20,042GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$20,042CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$446InvestmentIncomeExciseTaxAmt
Subtotal$446SubtotalAmt
Tax Based On Investment Income$446TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$40EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$540TotalPaymentsAndCreditsAmt
Overpayment$94OverpaymentAmt
Applied To ES Tax$94AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
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 Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Brian P Browning
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas1.0$0$0$0
Nancy Browning
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
Perry Browning
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$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$741,687AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,245AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,717FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$791,649TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$791,649AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,875CashDeemedCharitableAmt
Net Vl Noncharitable Assets$779,774NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,989MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,989MinimumInvestmentReturnAmt
Tax Based On Investment Income$446TaxBasedOnInvestmentIncomeAmt
Total Tax$446TotalTaxAmt
Distributable Before Adj$38,543DistributableBeforeAdjAmt
Distributable Before Ded$38,543DistributableBeforeDedAmt
Distributable As Adjusted$38,543DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,509ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$35,509QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,543DistributableAsAdjustedAmt
Undistributed Income PY$33,604UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$35,509QualifyingDistributionsAmt
Applied To Year1$33,604AppliedToYear1Amt
Applied To Current Year$1,905AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$36,638UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNancy BrowningContributingManagerNm
Contributing ManagerPerry BrowningContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY - VERMONT
PO BOX 1070WILLISTONVT05495N/APCGeneral & Unrestricted$500
AMERICAN DIABETES ASSOCIATION INC
PO BOX 7023MERRIFIELDVA22116N/APCGeneral & Unrestricted$1,000
AQUIDNECK COMMUNITY TABLE
PO BOX 1481NEWPORTRI02840N/APCGeneral & Unrestricted$250
BUDDY BASEBALL INC
PO BOX 290361TEMPLE TERRACEFL33687N/APCGeneral & Unrestricted$500
CENTRAL VERMONT HOME HEALTH & HOSPICE INC
600 GRANGER RDBARREVT05641N/APCGeneral & Unrestricted$1,000
CIRCLE INC
PO BOX 652BARREVT05641N/APCGeneral & Unrestricted$1,000
DANA FARBER CANCER INSTITUTE INC
PO BOX 849168BOSTONMA02284N/APCGeneral & Unrestricted$500
DIOCESE OF VENICE IN FLORIDA INC
1000 PINEBROOK RDVENICEFL34285N/APCGeneral & Unrestricted$1,000
ETERNAL WORD TELEVISION NETWORK INC
5817 OLD LEEDS RDIRONDALEAL35210N/APCGeneral & Unrestricted$300
GRANARA SKERRY TRUST
33 S COTTAGE RDCO STEPHEN ANDREWBELMONTMA02478N/APCGeneral & Unrestricted$500
GREEN MOUNTAIN UNITED WAY
73 MAIN ST STE 33MONTPELIERVT05602N/APCGeneral & Unrestricted$500
MAKE A WISH FOUNDATION OF VERMONT
1702 E HIGHLAND AVE STE 400PHOENIXAZ85016N/APCGeneral & Unrestricted$500
MERCY CONNECTIONS INC
255 SOUTH CAMPLAIN ST STE 8BURLINGTONVT05401N/APCGeneral & Unrestricted$500
OPERATION SMILE INC
3641 FACULTY BLVDVIRGINIA BEACHVA23453N/APCGeneral & Unrestricted$300
OUR PLACE DROP-IN CENTER
4 ISLAND STBELLOWS FALLSVT05101N/APCWalpole Players INC$1,000
REEL RECOVERY INC
160 BROOKSIDE RDNEEDHAMMA02492N/APCGeneral & Unrestricted$250
ROMAN CATHOLIC DIOCESE OF BURLINGTON
55 JOY DRS BURLINGTONVT05403N/APCGeneral & Unrestricted$3,000
ST AUGUSTINE CATHOLIC CHURCH
16 BARRE STMONTPELIERVT05602N/APCGeneral & Unrestricted$2,500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDES PLMEMPHISTN38105N/APCGeneral & Unrestricted$1,000
ST JOHN'S COLLEGE HIGH SCHOOL
2607 MILITARY RDWASHINGTONDC20015N/APCGeneral & Unrestricted$1,000
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306N/APCGeneral & Unrestricted$1,000
UNBOUND
1 ELMWOOD AVEKANSAS CITYKS66103N/APCGeneral & Unrestricted$500
VERMONT FOODBANK
33 PARKER RDBARREVT05641N/APCGeneral & Unrestricted$5,000
VERMONT JOURNALISM TRUST DBA VTDIGGER-ORG
26 STATE ST STE 8MONTPELIERVT05602N/APCGeneral & Unrestricted$2,500
WWP INC - WOUNDED WARRIOR PROJECT INC
PO BOX 758516TOPEKAKS66675N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,100TotalGrantOrContriPdDurYrAmt

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$105ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,953ExclusionAmt
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$20,042ExclusionAmt
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$32,100ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,100TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIRST TR VALUE LN DV$69,199$85,926
FIRST TRUST DOW JONES INTERNET$51,373$53,324
FIRST TRUST EUROZONE ALPHADEX$22,007$17,696
FIRST TRUST FINANCIALS ALPHADE$30,833$40,960
FIRST TRUST MORNINGSTAR DIVIDE$36,234$45,883
FIRST TRUST NASDQ 100 TECHNOLO$47,474$62,197
INVESCO QQQ TRUST$59,717$103,050
ISHARES CORE INTERNATIONAL AGG$44,945$38,183
PRUDENTIAL TOTAL RETURN BOND C$56,640$43,589
SPDR DJ SMALLCAP GRW$34,368$43,994
VANGUARD INTERMEDIATE TERM COR$60,007$50,304
VANGUARD TOTAL BOND MARKET ETF$45,457$38,291
VANGUARD TOTAL INTL BD IDX ETF$37,394$29,976

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTHE HARTFORD POLICY#U03147696CategoryOrItemTxt
Book Value$37,127BookValueAmt
EOYFMV$2,717EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$8,384$8,384
LIFE INSURANCE EXPENSE$28,742
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2021CategoryTxt
Amt$200Amt

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