ZELNAK PRIVATE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZELNAK PRIVATE FOUNDATION (EIN 56-2115096)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349103964
- 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
- Investments Corp Stock Schedule
- Loans From Officers Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T14:40:02-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL W TRAVISON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2604 RIDGE RD | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276124716 | 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 | 562115096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZELNAK PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZELN | BusinessNameControlTxt |
| Phone | 9194102345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 DRUMMOND DRIVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN P ZELNAK JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2025-05-12 | 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 | RUSSELL W TRAVISON | PreparerPersonNm |
| PTIN | P02044514 | PTIN |
| Phone | 9196225392 | PhoneNum |
| Preparation | 2025-05-15 | 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 | $1,403,053 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1,128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,108 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,108 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $86,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,236 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,050 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $754,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $750,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$667,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $2,070,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $1,398,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,398,000 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $5,008 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,008 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,070,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,403,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,403,053 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $500 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $500 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,070,367 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,402,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,070,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,402,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,070,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,403,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,070,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$667,814 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,402,553 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,402,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JPM M/M FUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-01-31 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $1,074,050 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,074,050 | CostOrOtherBasisAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,142 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,142 | SubtotalAmt |
| Tax Based On Investment Income | $1,142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,660 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,660 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,518 | OverpaymentAmt |
| Applied To ES Tax | $13,518 | 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 |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN PRIVATE BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4049262582 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3424 PEACHTREE RD NE | AddressLine1Txt |
| Address Line2 | FLOOR 24 | AddressLine2Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN P ZELNAK JR | ||||||||
| 409 DRUMMOND DR | RALEIGH | NC | 27609 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JUDY D ZELNAK | ||||||||
| 409 DRUMMOND DR | RALEIGH | NC | 27609 | TRUSTEE | 000.00 | $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 | $1,766,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,853,049 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,853,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,796 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,825,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,142 | TotalTaxAmt |
| Distributable Before Adj | $90,121 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $90,121 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $90,121 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $750,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $750,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,121 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $85,001 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $741,681 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $398,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $446,923 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $924,508 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,596,306 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $750,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $90,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $659,879 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,256,185 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $85,001 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,171,184 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $741,681 | ExcessFromYear4Amt |
| Excess From Year3 | $398,193 | ExcessFromYear3Amt |
| Excess From Year2 | $446,923 | ExcessFromYear2Amt |
| Excess From Year1 | $924,508 | ExcessFromYear1Amt |
| Excess From Current Year | $659,879 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN P ZELNAK JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAROLINA BALLET | |||||||
| 3401-131 ATLANTIC AVE | RALEIGH | NC | 27604 | NONE | PC | CHARITABLE GENERAL SUPPORT | $60,000 |
| NCSU FOUNDATION | |||||||
| 1210 VARSITY DR STE 202 | RALEIGH | NC | 27606 | NONE | PC | CHARITABLE GENERAL SUPPORT | $320,000 |
| HAYES BARTON BAPTIST CHURCH | |||||||
| 1800 GLENWOOD AVE | RALEIGH | NC | 27608 | NONE | PC | CHARITABLE GENERAL SUPPORT | $60,000 |
| RALEIGH POLICE DEPARTMENT FTN | |||||||
| PO BOX 18283 | RALEIGH | NC | 27619 | NONE | PC | CHARITABLE GENERAL SUPPORT | $100,000 |
| GEORGIA TECH FOUNDATION | |||||||
| 190 NORTH AVENUE | ATLANTA | GA | 30313 | NONE | PC | CHARITABLE GENERAL SUPPORT | $10,000 |
| ALEXANDER THARPE FUND | |||||||
| 150 BOBBY DODD WAY NW | ATLANTA | GA | 30332 | NONE | PC | CHARITABLE GENERAL SUPPORT | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $750,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,128 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,108 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $86,236 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,236 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JPM M/M FUND | StockNm |
| EOY Book Value | $1,398,000 | EOYBookValueAmt |
| EOYFMV | $1,398,000 | EOYFMVAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | STEPHEN P ZELNAK | LenderPersonNm |
| Title | TRUSTEE | TitleTxt |
| Loan Original | $500 | LoanOriginalAmt |
| Balance Due | $500 | BalanceDueAmt |
| Note | 2023-09 | NoteDt |
| Repayment Terms | ON DEMAND | RepaymentTermsTxt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | ADVANCE TO FOUNDATION | LoanPurposeTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| EOY Book Value | $5,008 | EOYBookValueAmt |
| EOYFMV | $5,008 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| PROFESSIONAL FEES | $4,050 | $4,050 |
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