MCDONALD-WRIGHT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MCDONALD-WRIGHT FOUNDATION (EIN 95-4530438)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-16
- IRS object ID
- 202521369349101607
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-16T19:12:09-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 992941959 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMP CAVANAUGH CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 E HAMPDEN AVE UNIT C305 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954530438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD-WRIGHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCDO | BusinessNameControlTxt |
| Phone | 0970845762 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 W STEVENS RD | AddressLine1Txt |
| City | PALM SPRINGS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT WRIGHT | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 9708457628 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | JAMEY CAMP-CAVANAUGH | PreparerPersonNm |
| PTIN | P01382513 | PTIN |
| Phone | 3034142884 | PhoneNum |
| Preparation | 2025-05-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $659,040 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,477 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,252 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,015 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,015 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,803 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,951 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,951 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,998 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,602 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $13,676 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,279 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $211,496 | CorporateStockBOYAmt |
| Corporate Stock EOY | $264,394 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $654,761 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $47,500 | CorporateBondsBOYAmt |
| Total Assets BOY | $272,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $268,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $659,040 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $272,672 | RetainedEarningBOYAmt |
| Retained Earning EOY | $268,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $272,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $268,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $272,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $268,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $272,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,998 | ExcessRevenueOverExpensesAmt |
| Subtotal | $268,674 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $268,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BCS CI AUTO NVDA | P | 2023-09-26 | 2024-01-02 | $15,000 | $15,000 | ||
| ALPHABET INC | P | 2008-09-30 | 2024-12-23 | $1,938 | $98 | $1,840 | $1,840 |
| BOEING CO | P | 2024-01-12 | 2024-10-09 | $1,355 | $1,986 | -$631 | -$631 |
| GE AEROSPACE NEW | P | 2001-01-09 | 2024-12-23 | $168 | $226 | -$58 | -$58 |
| CHARLES SCHWAB | P | 2024-04-19 | 2024-12-23 | $223 | $186 | $37 | $37 |
| GE VERNOVA INC | P | 2001-01-09 | 2024-10-06 | $1,368 | $1,184 | $184 | $184 |
| GE VERNOVA INC | P | 2024-07-19 | 2024-12-23 | $4,808 | $2,905 | $1,903 | $1,903 |
| GS CI AUTO C | P | 2021-04-30 | 2024-05-03 | $12,500 | $12,500 | ||
| TOAST INC | P | 2023-02-17 | 2024-02-16 | $13,840 | $12,461 | $1,379 | $1,379 |
| UBS CI AUTO DIS | P | 2021-11-23 | 2024-11-29 | $15,361 | $20,000 | -$4,639 | -$4,639 |
| ADOBE INC | P | 2023-05-04 | 2024-06-11 | $13,277 | $9,686 | $3,591 | $3,591 |
| AMERICAN EXPRESS CO | P | 2020-04-17 | 2024-12-23 | $297 | $86 | $211 | $211 |
| BLACKSTONE INC | P | 2023-03-21 | 2024-12-23 | $510 | $249 | $261 | $261 |
| BOEING CO | P | 2023-09-15 | 2024-10-09 | $8,280 | $11,512 | -$3,232 | -$3,232 |
| LYONDELLBASELL | P | 2020-03-18 | 2024-11-19 | $10,094 | $8,155 | $1,939 | $1,939 |
| NVIDIA CORPORATION | P | 2018-11-29 | 2024-12-23 | $15,408 | $474 | $14,934 | $14,934 |
| PALO ALTO NETWORKS INC | P | 2020-04-06 | 2024-12-23 | $188 | $28 | $160 | $160 |
| REPLIGEN CP | P | 2022-01-10 | 2024-12-23 | $145 | $209 | -$64 | -$64 |
| SNOWFLAKE INC | P | 2022-04-14 | 2024-05-08 | $8,375 | $13,953 | -$5,578 | -$5,578 |
| UBER TECHNOLOGIES | P | 2022-02-24 | 2024-01-02 | $17,234 | $10,219 | $7,015 | $7,015 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,252 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,688 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $259 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $259 | SubtotalAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $770 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $770 | TotalPaymentsAndCreditsAmt |
| Overpayment | $511 | OverpaymentAmt |
| Applied To ES Tax | $511 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | ROBERT WRIGHT | IndividualWithBooksNm |
| Phone | 0970845762 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 W STEVENS RD | AddressLine1Txt |
| City | PALM SPRINGS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92262 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN MCDONALD | ||||||||
| 695 W STEVENS RD | PALM SPRINGS | CA | 92262 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT WRIGHT | ||||||||
| 695 W STEVENS RD | PALM SPRINGS | CA | 92262 | SECRETARY/TR | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $607,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $626,017 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $626,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $616,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $259 | TotalTaxAmt |
| Distributable Before Adj | $30,572 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,572 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,573 | UndistributedIncomePYAmt |
| Qualifying Distributions | $22,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,573 | AppliedToYear1Amt |
| Applied To Current Year | $27 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $30,545 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN MCDONALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | PC | TO SUPPORT EDUCATION | $6,600 |
| LOS ANGELES LGBT CENTER | |||||||
| 1625 N SCHRADER BLVD | LOS ANGELES | CA | 900286213 | NONE | PC | TO SUPPORT LGBT COMMUNITY | $6,000 |
| LGBTQ COMMUNITY CENTER OF DESERT | |||||||
| 1301 N PALM CANYON DR 301 | PALM SPRINGS | CA | 92262 | NONE | PC | TO SUPPORT LGBTQ COMMUNITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,477 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,252 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,803 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,803 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS (DETAILS AVAILABLE) | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY (DETAILS AVAILABLE) | StockNm |
| EOY Book Value | $264,394 | EOYBookValueAmt |
| EOYFMV | $654,761 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MORGAN STANLEY - 2164 | $742 | $742 |
| MORGAN STANLEY - 2165 | $273 | $273 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $5,951 | Amt |
| Net Investment Income | $5,951 | NetInvestmentIncomeAmt |
Comments