MARTIN R LUECK AND MALLORY K MULLINS FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MARTIN R LUECK AND MALLORY K MULLINS FAMILY FOUNDATION (EIN 46-4218507)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-20
IRS object ID
202232939349101103
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-20T15:54:00-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464218507EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Martin R Lueck and Mallory K MullinsBusinessNameLine1Txt
Business Name Line2Family FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMARTBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personmartin lueckPersonNm
Person TitletrusteePersonTitleTxt
Phone8008391754PhoneNum
Signature2022-10-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstmartinPersonFirstNm
Person LastlueckPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$365,520FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$71InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$71InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,232DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,232DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,470NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$108,448GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,588CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$34,773TotalRevAndExpnssAmt
Total Net Invst Incm$41,891TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,251OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,251OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$515TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,080OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$55OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,846TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,321TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$103,596TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,321TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,775TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$68,823ExcessRevenueOverExpensesAmt
Net Investment Income$35,570NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$72,239SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,387SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,387SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$217,149CorporateStockBOYAmt
Corporate Stock EOY$182,178CorporateStockEOYAmt
Corporate Stock EOYFMV$327,133CorporateStockEOYFMVAmt
Total Assets BOY$289,388TotalAssetsBOYAmt
Total Assets EOY$220,565TotalAssetsEOYAmt
Total Assets EOYFMV$365,520TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$289,388RetainedEarningBOYAmt
Retained Earning EOY$220,565RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$289,388TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$220,565TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$289,388TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$220,565TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$289,388TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$68,823ExcessRevenueOverExpensesAmt
Subtotal$220,565SubtotalAmt
Tot Net Ast Or Fund Balances EOY$220,565TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$108,448GrossSalesPriceAmt
Cost Or Other Basis$70,860CostOrOtherBasisAmt
Gain Or Loss$37,588GainOrLossAmt
Gains Minus Excess Or Losses$37,588GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$37,588CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$494InvestmentIncomeExciseTaxAmt
Subtotal$494SubtotalAmt
Tax Based On Investment Income$494TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$599EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$599TotalPaymentsAndCreditsAmt
Overpayment$105OverpaymentAmt
Applied To ES Tax$105AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Colin J Lueck
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Lizabeth C Lueck
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Martin R Lueck
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Trenton H Lueck
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Mallory K Mullins
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec, Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$311,089AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,398AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$366,487TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$366,487AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,497CashDeemedCharitableAmt
Net Vl Noncharitable Assets$360,990NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,050MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,050MinimumInvestmentReturnAmt
Tax Based On Investment Income$494TaxBasedOnInvestmentIncomeAmt
Total Tax$494TotalTaxAmt
Distributable Before Adj$17,556DistributableBeforeAdjAmt
Distributable Before Ded$17,556DistributableBeforeDedAmt
Distributable As Adjusted$17,556DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,775ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$96,775QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,556DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$39,183ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$84,465ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$71,925ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,850ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$61,366ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$272,789TotalExcessDistributionCyovAmt
Qualifying Distributions$96,775QualifyingDistributionsAmt
Applied To Current Year$17,556AppliedToCurrentYearAmt
Remaining Distri From Corpus$79,219RemainingDistriFromCorpusAmt
Total Corpus$352,008TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$39,183ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$312,825ExcessDistriCyovToNextYrAmt
Excess From Year4$84,465ExcessFromYear4Amt
Excess From Year3$71,925ExcessFromYear3Amt
Excess From Year2$15,850ExcessFromYear2Amt
Excess From Year1$61,366ExcessFromYear1Amt
Excess From Current Year$79,219ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMallory K MullinsContributingManagerNm
Contributing ManagerMartin R LueckContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MINNESOTA ORCHESTRAL ASSOCIATION
1111 NICOLLET MALLMINNEAPOLISMN55403N/APC2021 Symphony Ball fUND$2,500
MINNESOTA ORCHESTRAL ASSOCIATION
1111 NICOLLET MALLMINNEAPOLISMN55403N/APC2021 Guaranty Fund$10,000
MINNESOTA ORCHESTRAL ASSOCIATION
1111 NICOLLET MALLMINNEAPOLISMN55403N/APCInvesting In Inspiration fUND$61,500
MITCHELL HAMLINE SCHOOL OF LAW
875 SUMMIT AVESAINT PAULMN55105N/APCMartin R. Lueck/Mallory K Mullins Sonsteng Trial fUND$12,500
PHEASANTS FOREVER INC
1783 BUERKLE CIRSAINT PAULMN55110N/APCKessler Conservation Area$5,000
PRIOR LAKE WRESTLING CLUB
201 W BURNSVILLE PKWYBURNSVILLEMN55337N/APCGeneral & Unrestricted$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$71ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,232ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$30,470ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$34,773ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,773TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN ELECTRIC POWER INC$2,840$5,427
AMERICAN WATER WORKS COMPANY I$4,411$8,121
APPLE INC$9,588$22,196
BRISTOL-MYERS SQUIBB CO$1,417$1,496
CHECK POINT SOFTWARE TECHNOLOG$3,234$4,080
CHEVRON CORP$2,017$1,995
CISCO SYSTEMS INC$2,639$3,169
CNH INDUSTRIAL NV$3,091$3,886
CONSTELLATION BRANDS INC$6,124$13,803
CSX CORP$5,906$20,755
ECOLAB INC$1,585$3,284
EDISON INTL$5,928$6,825
GENERAL ELECTRIC CO$3,341$2,929
HORMEL FOODS CP$3,239$7,029
ILLINOIS TOOL WORKS$1,877$3,702
INVESCO NASDAQ NEXT GEN 100 ET$3,239$3,357
INVESCO QQQ TRUST$19,571$33,817
ISHARE DJ FN SRV CMP$452$965
ISHARES MSCI EMERGING MARKETS$3,728$4,397
ISHARES S&P 500 INDEX FD$19,197$28,619
ISHARES US AEROSPACE AND DEFEN$1,331$1,953
JOHNSON & JOHNSON$3,681$6,843
KONINKLIJKE AHOLD DELHAIZE NV$2,111$3,474
LABORATORY CORP AMER HLDGS$3,818$6,598
LOCKHEED MARTIN CORP$5,167$4,620
LYONDELLBASELL INDUSTRIES NV$2,806$2,951
MCDONALD'S CORP$2,667$5,629
MEDTRONIC PLC$8,311$11,173
MERCK & CO INC$6,450$8,354
NEXTERA ENERGY, INC$3,904$4,668
ORACLE CORP$3,736$8,808
ORGANON & CO$306$305
PALO ALTO NETWORKS INC$9,407$23,941
PROCTER GAMBLE CO$1,937$3,762
PROSHARES S&P 500 DIVIDEND ARI$4,182$5,793
RAYTHEON TECHNOLOGIES CORP$3,008$3,701
STRYKER CORPORATION$2,380$6,686
THERMO FISHER SCIENTIFIC INC$3,701$8,674
UNITEDHEALTH GROUP INC$8,820$27,618
WISDOMTREE MIDCAP DIVIDEND F$1,031$1,730

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$5,000$5,000
Bank Charges$55$55
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$6,251Amt
Net Investment Income$6,251NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2021$500
Foreign Tax Paid$15$15

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