WRIGHT-HAGER FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WRIGHT-HAGER FOUNDATION INC (EIN 22-3736451)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-19
IRS object ID
202521399349100807
Schema version
2024v5.1
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)
Return2025-05-19T09:19:55-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463729406PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mahon McKenzie & Colson CPAs LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12444 Highway 34AddressLine1Txt
CityManasquanCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223736451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WRIGHT-HAGER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWRIGBusinessNameControlTxt
Phone7328921000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 TRENTON AVEAddressLine1Txt
CityPOINT PLEASANT BEACHCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08742ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN H WESTPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-05-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD W MAHON CPAPreparerPersonNm
PTINP00365493PTIN
Phone7327228777PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,096,371FMVAssetsEOYAmt
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$42,887InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$42,887InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$42,887InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$76,632DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,632DividendsNetInvstIncmAmt
Dividends Adj Net Incm$76,632DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$373,303NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,042,390GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$373,303CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$373,303NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$492,822TotalRevAndExpnssAmt
Total Net Invst Incm$492,822TotalNetInvstIncmAmt
Total Adj Net Incm$492,822TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$5,130AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$5,130AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,831TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,831TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$34,631OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$34,518OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$113OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$43,592TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,349TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,243TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$175,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$175,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$218,692TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,349TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$180,343TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$274,130ExcessRevenueOverExpensesAmt
Net Investment Income$454,473NetInvestmentIncomeAmt
Adjusted Net Income$492,822AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$226,896SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$31,597SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$31,597SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,102,187CorporateStockBOYAmt
Corporate Stock EOY$2,508,999CorporateStockEOYAmt
Corporate Stock EOYFMV$3,020,550CorporateStockEOYFMVAmt
Corporate Bonds BOY$982,326CorporateBondsBOYAmt
Corporate Bonds EOY$1,038,496CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,044,224CorporateBondsEOYFMVAmt
Total Assets BOY$3,311,409TotalAssetsBOYAmt
Total Assets EOY$3,579,092TotalAssetsEOYAmt
Total Assets EOYFMV$4,096,371TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,311,409NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,579,092NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,311,409TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,579,092TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,311,409TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,579,092TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,311,409TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$274,130ExcessRevenueOverExpensesAmt
Subtotal$3,585,539SubtotalAmt
Other Decreases$6,447OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,579,092TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY ACCT # 103918P$1,167,094$790,772$376,322$376,322
MORGAN STANLEY ACCT # 143684P$107,858$90,275$17,583$17,583
MORGAN STANLEY ACCT # 103917P$767,438$788,040-$20,602-$20,602
FieldValueIRS element (for citing)
Capital Gain Net Income$373,303CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$373,303NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,317InvestmentIncomeExciseTaxAmt
Subtotal$6,317SubtotalAmt
Tax Based On Investment Income$6,317TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Tax Due$3,817TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN H WESTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7329967553PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MMCE 2444 HIGHWAY 34 STE CAddressLine1Txt
CityMANASQUANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOHN OLANDER
1110 BENEDICT STPOINT PLEASANTNJ08742Director0.00$0
MICHAEL J WEBB
165 SUNLIGHT DRIVEDILLONCO80435Director0.00$0
SUSAN H WEST
16050 WEST BAY DR 153JUPITERFL33477President0.00$0
ROBERT B WEST
16050 WEST BAY DR 153JUPITERFL33477Treasurer0.00$0
AMY S HOCHREITER
29 LYME ROADHANOVERNH03755Director0.00$0
LAURIE HAGER
208 STONE RIDGE DRDOVERDE19901Director0.00$0
JUSTIN HAGER
2520 ALLENWOOD-LAKEWOOD ROADHOWELLNJ07731Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,994,076AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$110,550AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,104,626TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,104,626AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,569CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,043,057NetVlNoncharitableAssetsAmt
Minimum Investment Return$202,153MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$202,153MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,317TaxBasedOnInvestmentIncomeAmt
Total Tax$6,317TotalTaxAmt
Distributable Before Adj$195,836DistributableBeforeAdjAmt
Distributable Before Ded$195,836DistributableBeforeDedAmt
Distributable As Adjusted$195,836DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$180,343ExpensesAndContributionsAmt
Qualifying Distributions$180,343QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$195,836DistributableAsAdjustedAmt
Undistributed Income PY$174,938UndistributedIncomePYAmt
Qualifying Distributions$180,343QualifyingDistributionsAmt
Applied To Year1$174,938AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,405AppliedToCurrentYearAmt
Undistributed Income CY$190,431UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN H WESTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line116050 WEST BAY DR 153AddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7322231177RecipientPhoneNum
Form And Info And MaterialsIN WRITING ON ORGANIZATION'S LETTERHEADFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
STEP OF FAITH MINISTRY
PO BOX 805BRICKNJ08723NONEPCGENERAL SUPPORT$20,000
FOOD BANK OF DELAWARE
1041 MATTLIND WAYMILFORDDE19963NONEPC1/2 TO BACKPACK PROGRAM$10,000
THE UPPER VALLEY HAVEN
713 HARTFORD AVENUEWHITE RIVER JUNCTIONVT05001NONEPCFOOD SHELF$25,000
HOWELL POLICE ATHLETIC LEAGUE
PO BOX 713HOWELLNJ07731NONEPCGENERAL SUPPORT$5,000
ASLAN YOUTH MINISTRIES
255 HARDING ROADRED BANKNJ07701NONEPCGENERAL SUPPORT$5,000
EDNA W RUNNER TUTORIAL CENTER
7187 CHURCH STREETJUPITERFL33458NONEPCGENERAL SUPPORT$10,000
UPPER VALLEY HUMANE SOCIETY
300 OLD ROUTE 10ENFIELDNH03748NONEPCGENERAL SUPPORT$7,500
THE HANOVER IMPROVEMENT SOCIETY
PO BOX 106HANOVERNH03755NONEPCGENERAL SUPPORT$10,000
ALLAIRE COMMUNITY FARM
2840 ALLAIRE ROADWALLNJ07719NONEPCGENERAL SUPPORT$6,500
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NONEPCGENERAL SUPPORT$7,500
CODE PURPLE KENT COUNTY
1235 E DIVISION STREETDOVERDE19901NONEPCGENERAL SUPPORT$6,000
PROTECT OUR WINTERS
4676 BROADWAY STREETBOULDERCO80304NONEPCGENERAL SUPPORT$5,000
FULFILL
330 ROUTE 66NEPTUNENJ07753NONEPCGENERAL SUPORT$10,000
KOMEN SOUTH FL
1309 N FLAGLER DR 5WEST PALM BEACHFL33401NONEPCGENERAL SUPPORT$100
FIRST NATIONS DEVELOPMENT INST
2432 MAIN ST 2ND FLOORLONGMONTCO80501NONEPCGENERAL SUPPORT$5,000
LA PUENTA HOME INC
PO BOX 1235ALAMOSACO81101NONEPCFOOD BANK NETWORK OF SAN LUIS VALLEY$7,500
AMERICAN WHITEWATER
PO BOX 1540CULLOWHEENC28723NONEPCGENERAL SUPPORT$5,000
THE WATERWHEEL FOUNDATION
PO BOX 4400BURLINGTONVT05406NONEPCGENERAL SUPPORT$5,000
SURFERS HEALING
PO BOX 1267SAN JUAN CAPISTRANOCA92693NONEPCGENERAL SUPPORT$5,000
NE SCHOOL OF THE ARTS
9 HANOVER STLEBANONNH03766NONEPFGENERAL SUPPORT$5,000
SPINA BIFIDA ASSOCIATION
1600 WILSON BLVDARLINGTONVA22209NONEPCGENERAL SUPPORT$4,000
UNIQUE
NONEPCGENERAL SUPPORT$4,000THE STABLES STATION RD WESTOxtedUKRH8 9EE
HANOVER NURSERY SCHOOL
40 VALLEY RD ESATHANOVERNH03755NONEPCGENERAL SUPPORT$1,000
TRUST FOR PUBLIC LAND
PO BOX 889336LOS ANGELESCA90088NONEPCGENERAL SUPPORT$5,000
KINDNESS ACTIVIST
203 S FILLMORE STARLINGTONVA22204NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$175,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,887ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,632ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$373,303ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$492,822ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$492,822TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,130Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,130DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTSDesc
Amt$6,447Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$34,518$34,518
NJ ANNUAL REPORT$31$31
OFFICE EXPENSE$82$82

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$3,831Amt
Net Investment Income$3,831NetInvestmentIncomeAmt

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