MINDYS HOPE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MINDYS HOPE FOUNDATION (EIN 47-3640237)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-02
- IRS object ID
- 202512759349100306
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-02T07:47:03-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 473640237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mindy's Hope Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mindy KS Lefevre | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-09-20 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $1,994,567 | 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 | $1,267 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,267 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,871 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,871 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $653,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,447 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $132,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,585 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,249 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,249 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,902 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15,522 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,522 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $306,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $293,022 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$173,588 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,336 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,428 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,692,364 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,535,007 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,964,139 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,739,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,565,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,994,567 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,739,023 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,565,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,739,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,565,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,739,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,565,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,739,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$173,588 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,565,435 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,565,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $653,566 | GrossSalesPriceAmt |
| Cost Or Other Basis | $581,119 | CostOrOtherBasisAmt |
| Gain Or Loss | $72,447 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $72,447 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,447 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,687 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,687 | SubtotalAmt |
| Tax Based On Investment Income | $1,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13 | OverpaymentAmt |
| Applied To ES Tax | $13 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mindy KS Lefevre | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,033,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,066,464 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,066,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,035,467 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,773 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,687 | TotalTaxAmt |
| Distributable Before Adj | $100,086 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,086 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $293,022 | 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 | $293,022 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,086 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $140,581 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $53,620 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,902 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $346,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $293,022 | QualifyingDistributionsAmt |
| Applied To Current Year | $100,086 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $192,936 | RemainingDistriFromCorpusAmt |
| Total Corpus | $539,039 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $140,581 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $398,458 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $53,620 | ExcessFromYear2Amt |
| Excess From Year1 | $151,902 | ExcessFromYear1Amt |
| Excess From Current Year | $192,936 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mindy KS Lefevre | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BILL DASCH MINISTRIES INC | |||||||
| 2503 PEPPER MILL TRL | MANSFIELD | TX | 76063 | N/A | PC | General & Unrestricted | $10,000 |
| BOSS MARES INC | |||||||
| 4924 BIRCHMAN AVE | FORT WORTH | TX | 76107 | N/A | PC | General & Unrestricted | $10,000 |
| CAREITY FOUNDATION | |||||||
| PO BOX 126038 | FORT WORTH | TX | 76126 | N/A | PC | General & Unrestricted | $10,000 |
| FORT WORTH STOCKSHOW SYNDICATE | |||||||
| PO BOX 17005 | FORT WORTH | TX | 76102 | N/A | PC | SALE Fund | $7,500 |
| THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME INC | |||||||
| 1720 GENDY ST | FORT WORTH | TX | 76107 | N/A | PC | Capital raise for Building fund | $50,000 |
| THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME INC | |||||||
| 1720 GENDY ST | FORT WORTH | TX | 76107 | N/A | PC | Charitable Event | $35,000 |
| THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME INC | |||||||
| 1720 GENDY ST | FORT WORTH | TX | 76107 | N/A | PC | Charitable Event | $35,000 |
| TIM TEBOW FOUNDATION INC | |||||||
| 2220 COUNTY ROAD 210 W STE 108 | JACKSONVILLE | FL | 32259 | N/A | PC | Human Trafficking mission | $10,000 |
| VALOR MISSION PROJECT | |||||||
| 5160 TENNYSON PKWY | PLANO | TX | 75024 | N/A | PC | General & Unrestricted | $75,000 |
| W I COOK FOUNDATION INC | |||||||
| 801 7TH AVE | FORT WORTH | TX | 76104 | N/A | PC | Pledge Fund | $10,000 |
| WOMEN STEERING BUSINESS | |||||||
| PO BOX 2223 | FORT WORTH | TX | 76113 | N/A | PC | Reserve Fund | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,267 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,447 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $132,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,585 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $19,353 | $18,861 |
| ISHARES BARCLAYS MBS BOND FUND | $108,188 | $99,381 |
| ISHARES BARCLAYS US AGGREGATE | $142,847 | $139,245 |
| ISHARES MSCI CANADA INDEX FD | $27,886 | $29,741 |
| ISHARES MSCI PACIFIC EX-JAPAN | $21,340 | $18,619 |
| ISHARES MSCI-JAPAN | $54,348 | $59,585 |
| ISHARES TRUST CORE MSCI EUROPE | $25,418 | $26,666 |
| ISHARES TRUST MSCI EAFE INDEX | $15,236 | $18,146 |
| PRUDENTIAL HIGH YIELD FUND CLA | $78,341 | $79,500 |
| VANGUARD FTSE EUROPEAN ETF | $110,521 | $110,882 |
| VANGUARD INTERMEDIATE TERM COR | $78,860 | $80,350 |
| VANGUARD S&P 500 ETF | $340,840 | $820,609 |
| VANGUARD TOT INTL BOND IX ADMI | $64,138 | $53,967 |
| VANGUARD TOTAL INTL BD IDX ETF | $447,691 | $408,587 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $15,497 | $15,497 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $11,249 | Amt |
| Net Investment Income | $11,249 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $1,200 |
| 990-PF EXTENSION FOR 2023 | $702 |
Comments