PECK FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PECK FOUNDATION INC (EIN 52-2169632)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-12
- IRS object ID
- 202333179349104233
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-12T10:43:14-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521760919 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adam Chavis & Company PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11905 Whispering Oak Ct | AddressLine1Txt |
| City | Reisterstown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522169632 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peck Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PECK | BusinessNameControlTxt |
| Phone | 4105260822 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11905 Whispering Oak Ct | AddressLine1Txt |
| City | Reisterstown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christine Peck | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 4105260822 | PhoneNum |
| Signature | 2023-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Christine | PersonFirstNm |
| Person Last | Peck | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam Chavis | PreparerPersonNm |
| PTIN | P01326115 | PTIN |
| Phone | 4105260822 | PhoneNum |
| Preparation | 2023-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,386,321 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $469 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $469 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $469 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,239 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,239 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,239 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $131,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$16,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,708 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,708 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,228 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,228 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,228 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,042 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,042 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,270 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,270 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,270 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $851,117 | CashBOYAmt |
| Cash EOY | $740,640 | CashEOYAmt |
| Cash EOYFMV | $740,640 | CashEOYFMVAmt |
| Corporate Stock BOY | $780,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $768,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $645,681 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,631,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,509,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,386,321 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,631,958 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,509,613 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,631,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,509,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,631,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,509,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,631,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,345 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,509,613 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,509,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY Mellon Croft | P | 2022-01-01 | 2022-12-31 | $55,532 | $68,453 | -$12,921 | -$12,921 |
| BNY Mellon Croft | P | 2021-03-05 | 2022-10-26 | $76,451 | $84,313 | -$7,862 | -$7,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,783 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12,921 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $2,936 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,936 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,936 | OriginalReturnTaxPaidAmt |
| Overpayment | $2,936 | OverpaymentAmt |
| Applied To ES Tax | $2,936 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Christine Peck | IndividualWithBooksNm |
| Phone | 4105260822 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11905 Whispering Oak Ct | AddressLine1Txt |
| City | Reisterstown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| J Stevenson Peck Jr | ||||||
| 2 Wildflower Way | Santa Fe | NM | 87506 | President | 000.00 | $0 |
| Annabella Dunne | ||||||
| 8615 Ridpath Drive | Los Angeles | CA | 90046 | VP | 000.00 | $0 |
| Christine Peck | ||||||
| c/o 11905 Whispering Oak Ct | Reisterstown | MD | 21136 | Sec/Treas | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $772,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $790,640 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,563,481 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,563,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,540,029 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,001 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $77,001 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,001 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,001 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $26,270 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,073 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,928 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,018 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $77,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,999 | RemainingDistriFromCorpusAmt |
| Total Corpus | $168,288 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,270 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $142,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,000 | ExcessFromYear4Amt |
| Excess From Year3 | $39,073 | ExcessFromYear3Amt |
| Excess From Year2 | $21,928 | ExcessFromYear2Amt |
| Excess From Year1 | $20,018 | ExcessFromYear1Amt |
| Excess From Current Year | $22,999 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Coomunity Fnd for SE MI | ||||||
| 333 W Fort St | Detroit | MI | 48226 | NC | Fullfill Organization Charitable Purpose | $30,300 |
| Allied Media | ||||||
| 4126 Third Street | Detroit | MI | 48201 | NC | Same | $2,500 |
| Capturing Belief | ||||||
| 2658 Porter Street | Detroit | MI | 48216 | NC | Same | $2,500 |
| Council of MI Fnds | ||||||
| PO Box 329 | Grand Haven | MI | 49417 | NC | Same | $700 |
| Culture Source | ||||||
| 2937 Grand Blvd | Detroit | MI | 48202 | NC | Same | $3,000 |
| InsideOut Literary Arts | ||||||
| 52201 Cass Avenue | Detroit | MI | 48202 | NC | Same | $10,000 |
| Lighthouse | ||||||
| 18505 West 12 Mile | Lathrup Village | MI | 48076 | NC | Same | $12,500 |
| Northend Christian CDC | ||||||
| 18505 West 12 Mile | Lathrup Village | MI | 48076 | NC | Same | $5,000 |
| Signal Return | ||||||
| 1345 Division Street Unit 102 | Detroit | MI | 48207 | NC | Same | $10,000 |
| United Community Housing Coalition | ||||||
| 2727 Second Ave Suite 313 | Detroit | MI | 48201 | NC | Same | $12,500 |
| Wide Angle Youth Media | ||||||
| 2601 N Howard Street | Baltimore | MD | 21218 | NC | Same | $10,000 |
| Y62D | ||||||
| PO Box 720040 | San Francisco | CA | 94172 | NC | Same | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY Mellon | StockNm |
| EOY Book Value | $768,973 | EOYBookValueAmt |
| EOYFMV | $645,681 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office | Desc |
| Revenue And Expenses Per Books | $1,042 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,042 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,042 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DF Dent | CategoryTxt |
| Amt | $5,228 | Amt |
| Net Investment Income | $5,228 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,228 | AdjustedNetIncomeAmt |
Comments