BETA

HOMER & MABEL DERRICK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HOMER & MABEL DERRICK FOUNDATION (EIN 54-1587458)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-11-16
IRS object ID
202323209349101042
Schema version
2021v4.0
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)
Return2023-11-16T12:36:53-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN842703541PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1IMLER & IMLER CPAS PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 CROSSING LANE SUITE 103AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24450ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541587458EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOMER & MABEL DERRICK FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ELIZABETH WOFFORDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHOMEBusinessNameControlTxt
Phone8036000181PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13616 CASSINA CIRCLEAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH E DERRICK JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8036000181PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstH EPersonFirstNm
Person LastDERRICK JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG A IMLER CPAPreparerPersonNm
PTINP00545412PTIN
Phone5404583847PhoneNum
Preparation2023-11-16PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,511,663FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29,523InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29,523InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$135,390DividendsRevAndExpnssAmt
Dividends Net Invst Incm$135,390DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,717NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$282,990GrossSalesPriceAmt
Total Rev And Expnss$157,196TotalRevAndExpnssAmt
Total Net Invst Incm$164,913TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$30,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$15,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$15,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,555OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,555OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,599TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,599TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,827OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$112OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,716OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,981TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,766TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,216TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$132,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$132,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$175,481TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,766TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$149,716TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,285ExcessRevenueOverExpensesAmt
Net Investment Income$139,147NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,286CashBOYAmt
Cash EOY$207,831CashEOYAmt
Cash EOYFMV$207,831CashEOYFMVAmt
Corporate Stock BOY$2,217,724CorporateStockBOYAmt
Corporate Stock EOY$534,382CorporateStockEOYAmt
Corporate Stock EOYFMV$1,157,875CorporateStockEOYFMVAmt
Corporate Bonds BOY$365,547CorporateBondsBOYAmt
Corporate Bonds EOY$120,250CorporateBondsEOYAmt
Corporate Bonds EOYFMV$129,817CorporateBondsEOYFMVAmt
Other Investments BOY$16,140OtherInvestmentsBOYAmt
Other Investments EOY$16,140OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,140OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,627,697TotalAssetsBOYAmt
Total Assets EOY$878,603TotalAssetsEOYAmt
Total Assets EOYFMV$1,511,663TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,627,697NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$878,603NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,627,697TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$878,603TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,627,697TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$878,603TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,627,697TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,285ExcessRevenueOverExpensesAmt
Subtotal$2,609,412SubtotalAmt
Other Decreases$1,730,809OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$878,603TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySTONE X INVESTMENT ACCOUNT 0648PropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$280,625GrossSalesPriceAmt
Cost Or Other Basis$290,707CostOrOtherBasisAmt
Gain Or Loss-$10,082GainOrLossAmt
Gains Minus Excess Or Losses-$10,082GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,717CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,934InvestmentIncomeExciseTaxAmt
Subtotal$1,934SubtotalAmt
Tax Based On Investment Income$1,934TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$44EsPenaltyAmt
Tax Due$1,978TaxDueAmt

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 StateVAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksELIZABETH WOFFORDIndividualWithBooksNm
Phone8036000181PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13616 CASSINA CIRCLEAddressLine1Txt
CityCOLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29205ZIPCd
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
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
H E DERRICK JR
PO BOX 1111LEXINGTONVA24450TRUSTEE5.00$30,000$0$0
MARY D WOFFORD
PO BOX 1111LEXINGTONVA24450TRUSTEE000.00$0$0$0
BETSY C ANDERSON
PO BOX 1111LEXINGTONVA24450TRUSTEE000.00$0$0$0
H D MORRIS
PO BOX 1111LEXINGTONVA24450TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$1,934TaxBasedOnInvestmentIncomeAmt
Total Tax$1,934TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$149,716ExpensesAndContributionsAmt
Qualifying Distributions$149,716QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$48,972UndistributedIncomePYAmt
Qualifying Distributions$149,716QualifyingDistributionsAmt
Applied To Year1$48,972AppliedToYear1Amt
Remaining Distri From Corpus$100,744RemainingDistriFromCorpusAmt
Total Corpus$100,744TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$100,744ExcessDistriCyovToNextYrAmt
Excess From Current Year$100,744ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonH E DERRICK JRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1111AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24450ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5404637700RecipientPhoneNum
Form And Info And MaterialsLETTER INCLUDING ANY NECESSARY SUPPLEMENTAL INFORMATIONFormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PROJECT HORIZON
120 VARNER LANELEXINGTONVA24450GENERAL$3,000
ATULADO MINISTRIES
4514 COBURN COURTCHARLOTTENC28277GENERAL$5,000
VIRGINIA HORSE CENTER FOUNDATION
487 MAURY RIVER ROADLEXINGTONVA24450GENERAL$10,000
CHILD DEVELOPMENT RESOURCES
150 POINT O WOODS ROADWILLIAMSBURGVA23188BLDG FUND$10,000
HOSPICE HOUSE WILLIAMSBURG
4445 POWHATAN PKWYWILLIAMSBURGVA23188GENERAL$10,000
CAMP SEAFARER
2744 SEAFARER RDARAPAHOENC28510GENERAL$10,000
ST FRANCIS FRIENDS OF THE POOR
155 W 22ND STNEW YORKNY10011GENERAL$5,000
SALVATION ARMY OF COLUMBIA
3024 FARROW RDCOLUMBIASC29203GENERAL$2,500
NATURE CAMP FOUNDATION
PO BOX 10542BLACKSBURGVA24062GENERAL$5,000
TRANSITIONS
2025 MAIN STCOLUMBIASC29201GENERAL$5,000
HARVEST HOPE FOOD BANK
PO BOX 451COLUMBIASC29202GENERAL$5,000
ROCKBRIDGE CHRISTMAS BASKETS
PO BOX 1030LEXINGTONVA24450GENERAL$5,000
W&M ATHLETIC EDUCATION FOUNDATION
751 UKROP WAYWILLIAMSBURGVA23188GENERAL$10,000
COVENANT HOUSE
PO BOX 758636TOPEKAKS66675GENERAL$5,000
ST VINCENT DEPAUL SOCIETY
66 PROGRESS PARKWAYMARYLAND HEIGHTSMO63043GENERAL$2,500
UNITED WAY OF ROCKBRIDGE
218 S MAIN STLEXINGTONVA24450GENERAL$1,000
CARILION CLINIC FOUNDATION
903 S JEFFERSON STROANOKEVA24016GENERAL$15,000
HABITAT FOR HUMANITY
285 PEACHTREE CENTER AVEATLANTAGA30303GENERAL$2,500
HISTORIC LEXINGTON FOUNDATION
15 S JEFFERSON STLEXINGTONVA24450GENERAL$2,500
HOSPICE OF LEXINGTON
315 MYERS STLEXINGTONVA24450GENERAL$1,000
CLEAR OF HEARTS MINISTRY
901 ORANGE GROVE ROADCHARLESTONSC29407GENERAL$5,000
GREENVILLE HUMANE SOCIETY
305 AIRPORT RDGREENVILLESC29607GENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,523ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135,390ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$7,717RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$164,913ExclusionAmt
Related Or Exempt Function Incm-$7,717RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$157,196TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSTONE X PORTFOLIOBondNm
EOY Book Value$120,250EOYBookValueAmt
EOYFMV$129,817EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTONE X PORTFOLIOStockNm
EOY Book Value$534,382EOYBookValueAmt
EOYFMV$1,157,875EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMISC INVESTMENTCategoryOrItemTxt
Book Value$16,140BookValueAmt
EOYFMV$16,140EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL INCOME TAX$2,028
TRANSFER TO TRUSTEE CHARITABLE FUNDS$1,728,781

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MEMBERSHIPS & PUBLICATIONS$1,604$1,604
POSTAGE & BOX RENTAL$90$45$45
MISCELLANEOUS$133$67$67

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$6,555Amt
Net Investment Income$6,555NetInvestmentIncomeAmt

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationTHE REMAINING TRUSTEE AT THE END OF 2021 (H E DERRICK) PASSED AWAY DURING 2022 AND THE PRIOR ACCOUNTANT RETIRED. THE EXECUTOR NEEDED ADDITIONAL TIME TO PREPARE AND FILE A COMPLETE AND ACCURATE RETURN. THE FOUNDATION IS IN THE PROCESSES OF BEING DISSOLVED UPON HIS PASSING AND WILL BE COMPLETED BY THE END OF 2023.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$3,599Amt
Net Investment Income$3,599NetInvestmentIncomeAmt

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