CALARCO FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CALARCO FAMILY FOUNDATION INC (EIN 20-1976848)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202221369349104357
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T02:46:25-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133169054 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROGRESSIVE PLANNING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 N BROADWAY SUITE 245 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201976848 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CALARCO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 FOREST GLEN DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT CALARCO | PersonNm |
| Person Title | PRESIDENT TREASURER | PersonTitleTxt |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VINCENT | PersonFirstNm |
| Person Last | CALARCO | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN NATHAN | PreparerPersonNm |
| PTIN | P01217476 | PTIN |
| Phone | 5169392400 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,380,181 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $22,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,590 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $22,590 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,587 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,198 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,611 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,000 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $100 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,100 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,100 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,098 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,511 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $189,217 | CashBOYAmt |
| Cash EOY | $92,669 | CashEOYAmt |
| Cash EOYFMV | $92,669 | CashEOYFMVAmt |
| Corporate Stock BOY | $479,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $494,471 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,287,512 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $668,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $587,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,380,181 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $200 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $200 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $200 | TotalLiabilitiesEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $668,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $586,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $668,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $587,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $668,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,102 | ExcessRevenueOverExpensesAmt |
| Subtotal | $586,940 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $586,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,587 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $404 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $404 | SubtotalAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $365 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $365 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $365 | OriginalReturnTaxPaidAmt |
| Tax Due | $39 | TaxDueAmt |
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 |
| 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 |
| Phone | 2033938981 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 FOREST GLEN DRIVE | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06526 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| VINCENT CALARCO | ||||||
| 27 FOREST GLEN DRIVE | WOODBRIDGE | CT | 06525 | PRES/TREAS | 000.00 | $0 |
| LINDA CALARCO | ||||||
| 27 FOREST GLEN DRIVE | WOODBRIDGE | CT | 06525 | VP/SECY | 000.00 | $0 |
| CHRISTOPHER CALARCO | ||||||
| 27 FOREST GLEN DRIVE | WOODBRIDGE | CT | 06525 | VICE PRES | 000.00 | $0 |
| DAVID CALARCO | ||||||
| 27 FOREST GLEN DRIVE | WOODBRIDGE | CT | 06525 | VICE PRES | 000.00 | $0 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,174,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,315,201 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,315,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,295,473 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $404 | TotalTaxAmt |
| Distributable Before Adj | $64,370 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64,370 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $64,370 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $115,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,370 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,687 | UndistributedIncomePYAmt |
| Qualifying Distributions | $115,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,687 | AppliedToYear1Amt |
| Applied To Current Year | $64,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,243 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,243 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,243 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,243 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ST MARTIN DE PORRES SCHOOL | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $34,000 |
| ST JUDE'S HOSPITAL | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $500 |
| SOUTHERN POVERTY LAW CENTER | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $200 |
| HOPKINS SCHOOL | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $25,000 |
| SPECIAL OLYMPICS | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $450 |
| YALE NEW HAVEN HOSPITAL | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $15,000 |
| 13 ASSOCIATES | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $1,000 |
| CT VOICES FOR CHILDREN | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $250 |
| COOLEY'S ANEMIA | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $5,000 |
| SISTERS OF CHARITY OF ST ELIZABETH | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $1,000 |
| ARTS AND IDEAS | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $500 |
| COVENANT HOUSE | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $100 |
| SHRINERS HOSPITAL | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $5,000 |
| LONG WHARF THEATER | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $10,000 |
| WOMEN'S HEALTH RESEARCH AT YALE | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $10,000 |
| ELM CITY SHAKESPEARE | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $1,000 |
| DRS WITHOUT BORDERS | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $200 |
| LEAP | |||||
| 500 N BROADWAY | JERICHO | NY | 11753 | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $22,590 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,587 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $34,198 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,198 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $494,471 | EOYBookValueAmt |
| EOYFMV | $1,287,512 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DTF OFFICER | Desc |
| BOY Book Value | $200 | BOYBookValueAmt |
| EOY Book Value | $200 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATED TAXES PAID | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |