VHF FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- VHF FOUNDATION INC (EIN 94-3435406)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202343119349101794
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T02:34:43-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943435406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VHF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Allen Katzoff | InCareOfNm |
| Business Name Control | VHFF | BusinessNameControlTxt |
| Foreign Phone | 6175843091 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 OAKDALE RD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024611813 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joan Leegant | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-11-07 | SignatureDt |
| 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 | $2,074,019 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,586 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,586 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,586 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $36,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,988 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,433 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $140,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $874,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,500 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | -$1,354 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,354 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$1,354 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $182,165 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,720 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,665 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $30,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $567 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $567 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $567 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $567 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,288 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,288 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $25,288 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,209 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $15 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $55,870 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,895 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,895 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $55,870 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,641 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,946 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $301,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $301,547 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $2,394 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,185 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,185 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $161,143 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $158,682 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $149,397 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,062,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $847,944 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,441,627 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $213,956 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $191,628 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $180,263 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,490,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,500,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,074,019 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $2,035,908 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,035,908 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$545,113 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$534,922 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,490,795 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,500,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,490,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,500,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,490,795 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,191 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,500,986 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,500,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Public Traded Securities | $18,767 | $0 | $20,976 | -$2,209 | -$2,209 |
| Public Traded Securities | $43,120 | $0 | $31,730 | $11,390 | $11,390 |
| Public Traded Securities | $25,862 | $0 | $11,518 | $14,344 | $14,344 |
| Public Traded Securities | $5,368 | $0 | $7,276 | -$1,908 | -$1,908 |
| Public Traded Securities | $16,483 | $0 | $19,558 | -$3,075 | -$3,075 |
| Public Traded Securities | $15,306 | $0 | $10,560 | $4,746 | $4,746 |
| Public Traded Securities | $15,411 | $0 | $4,057 | $11,354 | $11,354 |
| Public Traded Securities | $15,058 | $0 | $20,227 | -$5,169 | -$5,169 |
| Public Traded Securities | $8,200 | $0 | $7,428 | $772 | $772 |
| Public Traded Securities | $15,751 | $0 | $18,541 | -$2,790 | -$2,790 |
| Public Traded Securities | $33,877 | $0 | $34,811 | -$934 | -$934 |
| Public Traded Securities | $17,555 | $0 | $16,245 | $1,310 | $1,310 |
| Public Traded Securities | $25,317 | $0 | $28,881 | -$3,564 | -$3,564 |
| Public Traded Securities | $15,838 | $0 | $24,637 | -$8,799 | -$8,799 |
| Public Traded Securities | $10,025 | $0 | $4,257 | $5,768 | $5,768 |
| Public Traded Securities | $18,405 | $0 | $8,437 | $9,968 | $9,968 |
| Public Traded Securities | $23,921 | $0 | $6,537 | $17,384 | $17,384 |
| Public Traded Securities | $522 | $0 | $133 | $389 | $389 |
| Public Traded Securities | $9,586 | $0 | $11,442 | -$1,856 | -$1,856 |
| Public Traded Securities | $6,640 | $0 | $6,036 | $604 | $604 |
| Public Traded Securities | $44,567 | $0 | $46,367 | -$1,800 | -$1,800 |
| Public Traded Securities | $5,443 | $0 | $1,939 | $3,504 | $3,504 |
| Public Traded Securities | $5,242 | $0 | $4,921 | $321 | $321 |
| Public Traded Securities | $6,770 | $0 | $2,960 | $3,810 | $3,810 |
| Public Traded Securities | $4,999 | $0 | $4,034 | $965 | $965 |
| Public Traded Securities | $1,697 | $0 | $1,665 | $32 | $32 |
| Public Traded Securities | $4,212 | $0 | $3,515 | $697 | $697 |
| Public Traded Securities | $4,446 | $0 | $1,753 | $2,693 | $2,693 |
| Public Traded Securities | $10,372 | $0 | $2,522 | $7,850 | $7,850 |
| Public Traded Securities | $2,957 | $0 | $1,919 | $1,038 | $1,038 |
| Public Traded Securities | $6,559 | $0 | $738 | $5,821 | $5,821 |
| Public Traded Securities | $3,603 | $0 | $4,025 | -$422 | -$422 |
| Public Traded Securities | $5,074 | $0 | $3,589 | $1,485 | $1,485 |
| Public Traded Securities | $10,948 | $0 | $2,411 | $8,537 | $8,537 |
| Public Traded Securities | $4,548 | $0 | $4,522 | $26 | $26 |
| Public Traded Securities | $10,603 | $0 | $3,268 | $7,335 | $7,335 |
| Public Traded Securities | $3,653 | $0 | $1,672 | $1,981 | $1,981 |
| Public Traded Securities | $2,280 | $0 | $2,564 | -$284 | -$284 |
| Public Traded Securities | $6,377 | $0 | $2,820 | $3,557 | $3,557 |
| Public Traded Securities | $2,530 | $0 | $1,582 | $948 | $948 |
| Public Traded Securities | $2,191 | $0 | $2,537 | -$346 | -$346 |
| Public Traded Securities | $2,951 | $0 | $2,463 | $488 | $488 |
| Public Traded Securities | $3,109 | $0 | $2,800 | $309 | $309 |
| Public Traded Securities | $5,661 | $0 | $4,705 | $956 | $956 |
| Public Traded Securities | $3,291 | $0 | $3,922 | -$631 | -$631 |
| Public Traded Securities | $5,278 | $0 | $3,551 | $1,727 | $1,727 |
| Public Traded Securities | $2,935 | $0 | $2,348 | $587 | $587 |
| Public Traded Securities | $3,203 | $0 | $4,284 | -$1,081 | -$1,081 |
| Public Traded Securities | $3,009 | $0 | $2,168 | $841 | $841 |
| Public Traded Securities | $2,109 | $0 | $478 | $1,631 | $1,631 |
| Public Traded Securities | $2,181 | $0 | $1,818 | $363 | $363 |
| Public Traded Securities | $9,050 | $0 | $4,004 | $5,046 | $5,046 |
| Public Traded Securities | $2,709 | $0 | $1,090 | $1,619 | $1,619 |
| Public Traded Securities | $2,190 | $0 | $2,213 | -$23 | -$23 |
| Public Traded Securities | $3,736 | $0 | $2,753 | $983 | $983 |
| Public Traded Securities | $4,040 | $0 | $2,316 | $1,724 | $1,724 |
| Public Traded Securities | $329 | $0 | $260 | $69 | $69 |
| Public Traded Securities | $17,243 | $0 | $7,335 | $9,908 | $9,908 |
| Public Traded Securities | $27,815 | $0 | $25,121 | $2,694 | $2,694 |
| Public Traded Securities | $11,873 | $0 | $4,362 | $7,511 | $7,511 |
| Public Traded Securities | $105 | $0 | $40 | $65 | $65 |
| Public Traded Securities | $3,527 | $0 | $2,293 | $1,234 | $1,234 |
| Public Traded Securities | $24,556 | $0 | $18,567 | $5,989 | $5,989 |
| Public Traded Securities | $8,352 | $0 | $3,475 | $4,877 | $4,877 |
| Public Traded Securities | $8,611 | $0 | $6,476 | $2,135 | $2,135 |
| Public Traded Securities | $42,587 | $0 | $46,727 | -$4,140 | -$4,140 |
| Public Traded Securities | $11,492 | $0 | $6,304 | $5,188 | $5,188 |
| Public Traded Securities | $13,860 | $0 | $15,559 | -$1,699 | -$1,699 |
| Public Traded Securities | $34,117 | $0 | $39,436 | -$5,319 | -$5,319 |
| Public Traded Securities | $10,316 | $0 | $2,649 | $7,667 | $7,667 |
| Public Traded Securities | $17,495 | $0 | $21,547 | -$4,052 | -$4,052 |
| Public Traded Securities | $1,773 | $0 | $1,640 | $133 | $133 |
| Public Traded Securities | $9,409 | $0 | $9,835 | -$426 | -$426 |
| Public Traded Securities | $17,598 | $0 | $4,769 | $12,829 | $12,829 |
| Public Traded Securities | $2,262 | $0 | $573 | $1,689 | $1,689 |
| Public Traded Securities | $6,111 | $0 | $5,982 | $129 | $129 |
| Public Traded Securities | $12,988 | $0 | $22,897 | -$9,909 | -$9,909 |
| Public Traded Securities | $26,510 | $0 | $32,704 | -$6,194 | -$6,194 |
| Public Traded Securities | $20,000 | $0 | $19,890 | $110 | $110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,500 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,733 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,733 | SubtotalAmt |
| Tax Based On Investment Income | $1,733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,091 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,091 | TotalPaymentsAndCreditsAmt |
| Overpayment | $358 | OverpaymentAmt |
| Applied To ES Tax | $358 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| 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 | Allen Katzoff | IndividualWithBooksNm |
| Phone | 6179656994 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 OAKDALE RD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024611813 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Allen Katzoff | ||||||||
| 126 Oakdale Rd | Newton | MA | 02461 | President Direcstor | 2.00 | $4,000 | $0 | $0 |
| Joan Leegant | ||||||||
| 126 Oakdale Rd | Newton | MA | 02461 | Treasurer Director | 4.00 | $26,000 | $0 | $0 |
| Eliezer Katzoff | ||||||||
| 126 Oakdale Rd | Newton | MA | 02461 | Director | 1.00 | $0 | $0 | $0 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,269,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,269,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,269,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,235,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,733 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $1,733 | TotalTaxAmt |
| Distributable Before Adj | $110,029 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,029 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,029 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,477 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $130,477 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,029 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $25,376 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,938 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,681 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,517 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $126,334 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,477 | QualifyingDistributionsAmt |
| Applied To Current Year | $110,029 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,448 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $146,782 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $146,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,938 | ExcessFromYear4Amt |
| Excess From Year3 | $31,681 | ExcessFromYear3Amt |
| Excess From Year2 | $21,517 | ExcessFromYear2Amt |
| Excess From Year1 | $18,822 | ExcessFromYear1Amt |
| Excess From Current Year | $20,448 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VHF Foundation Inc | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 Oakdale Rd | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6179656994 | RecipientPhoneNum |
| Recipient Email Address | katzoff@rcn.com | RecipientEmailAddressTxt |
| Form And Info And Materials | A letter stating the purpose of the request. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | All grantees must be a 5013 organization and have documentation to validate such status. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS Compassionate Care Center | ||||||||
| PO Box 1052 | Falmouth | MA | 02574 | No Relationship | PC | Humanitarian work | $2,000 | |
| Joint Distribution Committee | ||||||||
| 220 E 42 Street | New York | NY | 10017 | No Relationship | PC | Humanitarian work | $10,000 | |
| New Israel Fund | ||||||||
| PO Box 177 | Lewiston | ME | 04243 | No Relationship | PC | Humanitarian work | $30,000 | |
| PEF Israel Endowment Funds | ||||||||
| 630 Third Avenue | New York | NY | 10017 | No Relationship | PC | Humanitarian work | $10,000 | |
| Centre Street Minyan | ||||||||
| 51 Lake Avenue | Newton | MA | 02459 | No Relationship | PC | Community Building | $9,895 | |
| Long Table Harvest | ||||||||
| 385 Northern Blvd | Germantown | NY | 12526 | No Relationship | PC | Hunger relief | $5,000 | |
| Mitzvah Circle Foundation | ||||||||
| 2562 Boulevard of the Generals | Norristown | PA | 19403 | No Relationship | PC | Hunger relief | $10,000 | |
| Sudbury Valley School | ||||||||
| 2 Winch Street | Framingham | MA | 01701 | No Relationship | PC | Education | $5,000 | |
| Windbridge Research Center | ||||||||
| 2462 Van Buren Ave | Tucson | AZ | 85712 | No Relationship | PC | Scientific study and education | $5,000 | |
| Diocese of El Paso | ||||||||
| 499 St Matthews Street | El Paso | TX | 79902 | No Relationship | PC | Humanitarian work | $5,000 | |
| Fresh Start Furniture Bank | ||||||||
| 16 Brent Drive | Hudson | MA | 01749 | No Relationship | PC | Humanitarian work | $10,000 | |
| Beantown Baby Diaper Bank | ||||||||
| 27 Nickerson Road | Lexington | MA | 02421 | No Relationship | PC | Humanitarian work | $3,000 | |
| Healthy Waltham | ||||||||
| 510 Moody Street | Waltham | MA | 02453 | No Relationship | PC | Hunger relief | $5,000 | |
| Rose's Bounty Food Pantry | ||||||||
| Stratford Street United Church | West Roxbury | MA | 02132 | No Relationship | PC | Hunger relief | $5,000 | 77 Stratford Street |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,895 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| $0 | 18 | -$1,354 | $0 |
| $0 | $0 | $0 | |
| $0 | $0 | $0 | |
| $0 | $0 | $0 | |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $175,579 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,579 | 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 | Bookkeeping By Curbow | CategoryTxt |
| Amt | $567 | Amt |
| Net Investment Income | $567 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $567 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $567 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $191,628 | EOYBookValueAmt |
| EOYFMV | $180,263 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stocks | StockNm |
| EOY Book Value | $847,944 | EOYBookValueAmt |
| EOYFMV | $1,441,627 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $161,143 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $149,397 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $158,682 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $149,397 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annual State Filing Fee | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Donation in Kind; Income adjustment | -$1,665 | -$1,665 | -$1,665 |
| Uncategorized Income | $311 | $311 | $311 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Moody Lynn Investment Advisors | $23,417 | $23,417 | $23,417 | $0 |
| State Street Bank FNZ Trust Broker Fees | $1,871 | $1,871 | $1,871 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990PF Excise Tax | CategoryTxt |
| Amt | $1,209 | Amt |
| Net Investment Income | $1,209 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments