BETA

MASSACHUSETTES FALLEN FIRE FIGHTERS MEMORIAL FUND INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MASSACHUSETTES FALLEN FIRE FIGHTERS MEMORIAL FUND INC (EIN 04-3555530)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-02
IRS object ID
202541229349302229
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-02T14:21:07-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043508036PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MANZI & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1855 TURNPIKE STREETAddressLine1Txt
CityNORTH ANDOVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01845ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043555530EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MASSACHUSETTS FALLEN FIREFIGHTERSBusinessNameLine1Txt
Business Name Line2MEMORIAL FUND INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMASSBusinessNameControlTxt
Phone6175234506PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 CENTER PLAZA SUITE 4MAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY COLBERTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6175234506PhoneNum
Signature2025-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEANNIE MICKELPreparerPersonNm
PTINP01058630PTIN
Phone9789751099PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAY COLBERTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1115 SHORE DRIVEAddressLine1Txt
CitySOMERVILLECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02145ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$640,709GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressMAFIREMEMORIAL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE PURPOSE OF THE ORGANIZATION IS FOR THE DESIGN, CONSTRUCTION AND MAINTENANCE OF A MEMORIAL FOR DECEASED FIREFIGHTERS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$169,303PYContributionsGrantsAmt
CY Contributions Grants$172,520CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$15,654PYInvestmentIncomeAmt
CY Investment Income$45,433CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$184,957PYTotalRevenueAmt
CY Total Revenue$217,953CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,122CYTotalFundraisingExpenseAmt
PY Other Expenses$92,928PYOtherExpensesAmt
CY Other Expenses$133,029CYOtherExpensesAmt
PY Total Expenses$92,928PYTotalExpensesAmt
CY Total Expenses$133,029CYTotalExpensesAmt
PY Revenues Less Expenses$92,029PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$84,924CYRevenuesLessExpensesAmt
Total Assets BOY$1,462,364TotalAssetsBOYAmt
Total Assets EOY$1,581,903TotalAssetsEOYAmt
Total Liabilities BOY$5,535TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,435TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,456,829NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,576,468NetAssetsOrFundBalancesEOYAmt
MissionTHE FUND WAS ESTABLISHED TO DESIGN, CONSTRUCT AND MAINTAIN A MEMORIAL FOR DECEASED FIREFIGHTERS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$84,857ExpenseAmt
DescMAINTENANCE EXPENSES RELATED TO A MEMORIAL FOR DECEASED FIREFIGHTERS.Desc
Total Program Service Expenses$84,857TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6175234506PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 CENTER PLAZA SUITE 4MAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAY COLBERT
PRESIDENT/DIRECTOR2.00Yes (X)Yes (X)$0$0$0
THOMAS GARRITY
TREASUER/DIRECTOR1.00Yes (X)Yes (X)$0$0$0
MICHAEL MCCULLOUGH
CLEARK/DIRECTOR1.00Yes (X)Yes (X)$0$0$0
JOHN T LYNCH
DIRECTOR1.00Yes (X)$0$0$0
RICHARD F PARIS
DIRECTOR1.00Yes (X)$0$0$0
PETER OSTROSKEY
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH FINN
DIRECTOR1.00Yes (X)$0$0$0
RICHARD MACKINNON
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$172,520AllOtherContributionsAmt
Total Contributions$172,520TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,911TotalRevenueColumnAmt
Exclusion$37,911ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$430,278SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$422,756SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,522SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,522TotalRevenueColumnAmt
Related Or Exempt Func Income$7,522RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$217,953TotalRevenueColumnAmt
Related Or Exempt Func Income$7,522RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$37,911ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,335TotalAmt
Management And General$5,335ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,900TotalAmt
Management And General$3,900ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,610TotalAmt
Management And General$1,610ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,656TotalAmt
Management And General$2,656ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PUBLIC RELATIONS CONSUL$55,610$27,805$16,683$11,122
MEMORIAL MAINTENANCE$25,098$25,098
MEMORIAL EVENT EXPENSE$21,983$21,983
PROFESSIONAL FEES, DESI$5,121$5,121

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,716TotalAmt
Program Services$4,850ProgramServicesAmt
Management And General$6,866ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$133,029TotalAmt
Program Services$84,857ProgramServicesAmt
Management And General$37,050ManagementAndGeneralAmt
Fundraising$11,122FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$173,451BOYAmt
EOY$39,038EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$215,667BOYAmt
EOY$408,867EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$454,106BOYAmt
EOY$501,465EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$612,053BOYAmt
EOY$627,741EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,087BOYAmt
EOY$4,792EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,462,364BOYAmt
EOY$1,581,903EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,535BOYAmt
EOY$5,435EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,535BOYAmt
EOY$5,435EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,456,829BOYAmt
EOY$1,576,468EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,456,829BOYAmt
EOY$1,576,468EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,462,364BOYAmt
EOY$1,581,903EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$84,924ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$34,715NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$228,371CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$227,402CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$182,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$169,303CurrentTaxYearMinus1YearAmt
Current Tax Year$172,520CurrentTaxYearAmt
Total$980,069TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$228,371CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$227,402CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$182,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$169,303CurrentTaxYearMinus1YearAmt
Current Tax Year$172,520CurrentTaxYearAmt
Total$980,069TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$980,069PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,345CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,082CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,191CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,422CurrentTaxYearMinus1YearAmt
Current Tax Year$37,911CurrentTaxYearAmt
Total$96,951TotalAmt
FieldValueIRS element (for citing)
Total Support$1,077,020TotalSupportAmt
Public Support CY1700.91000PublicSupportCY170Pct
Public Support PY1700.93780PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ISHARES BROAD USD INVEST GRADE$130,144F
US TREASURY BILL$174,034F
US TREASURY NOTE$161,881F
US TREASURY NOTE$161,682F
FieldValueIRS element (for citing)
Total Book Value Securities$627,741TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$252,668TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$34,715NetUnrealizedGainsInvstAmt
Revenue Not Reported$34,715RevenueNotReportedAmt
Revenue Subtotal$217,953RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$217,953TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$133,029TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$133,029ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$133,029TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6YES, THE ORGANIZATION DOES HAVE MEMBERS
FORM 990, PART VI, SECTION A, LINE 7ATHE ORGANIZATION HAS MEMBERS WHO HAVE THE POWER TO ELECT OTHER MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE GOVERNING BODY REVIEWS AND APPROVES THE TAX RETURN PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12CEACH DIRECTOR AND PRINCIPAL OFFICER SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON; (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY; AND (D) UNDERSTANDS THAT THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.