LONGWELL FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LONGWELL FAMILY FOUNDATION (EIN 45-3824427)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-21
IRS object ID
202532029349101203
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-07-21T14:05:35-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453824427EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Longwell Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlLONGBusinessNameControlTxt
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)
PersonJohn LongwellPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-07-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$284,968FMVAssetsEOYAmt
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$1,286InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,286InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,141DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,141DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,435NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,551GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,435CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,862TotalRevAndExpnssAmt
Total Net Invst Incm$17,862TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,873OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,873OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,176OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,176OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,149TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,873TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,176TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,849TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,873TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,876TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13ExcessRevenueOverExpensesAmt
Net Investment Income$13,989NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,251SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,561SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,561SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$236,436CorporateStockBOYAmt
Corporate Stock EOY$249,139CorporateStockEOYAmt
Corporate Stock EOYFMV$265,407CorporateStockEOYFMVAmt
Total Assets BOY$268,687TotalAssetsBOYAmt
Total Assets EOY$268,700TotalAssetsEOYAmt
Total Assets EOYFMV$284,968TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$268,687RetainedEarningBOYAmt
Retained Earning EOY$268,700RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$268,687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$268,700TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$268,687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$268,700TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$268,687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13ExcessRevenueOverExpensesAmt
Subtotal$268,700SubtotalAmt
Tot Net Ast Or Fund Balances EOY$268,700TotNetAstOrFundBalancesEOYAmt

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$11,551GrossSalesPriceAmt
Cost Or Other Basis$4,116CostOrOtherBasisAmt
Gain Or Loss$7,435GainOrLossAmt
Gains Minus Excess Or Losses$7,435GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$7,435CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$194InvestmentIncomeExciseTaxAmt
Subtotal$194SubtotalAmt
Tax Based On Investment Income$194TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$32EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$232TotalPaymentsAndCreditsAmt
Overpayment$38OverpaymentAmt
Applied To ES Tax$38AppliedToESTaxAmt

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Denise T Longwell
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
John D Longwell
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$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$260,310AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,440AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$288,750TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$288,750AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,331CashDeemedCharitableAmt
Net Vl Noncharitable Assets$284,419NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,221MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,221MinimumInvestmentReturnAmt
Tax Based On Investment Income$194TaxBasedOnInvestmentIncomeAmt
Total Tax$194TotalTaxAmt
Distributable Before Adj$14,027DistributableBeforeAdjAmt
Distributable Before Ded$14,027DistributableBeforeDedAmt
Distributable As Adjusted$14,027DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,876ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$13,876QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,027DistributableAsAdjustedAmt
Undistributed Income PY$12,272UndistributedIncomePYAmt
Qualifying Distributions$13,876QualifyingDistributionsAmt
Applied To Year1$12,272AppliedToYear1Amt
Applied To Current Year$1,604AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$12,423UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJohn D LongwellContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CALIFORNIA DOODLE RESCUE
19381 WEYMOUTH LNHUNTINGTN BCHCA92646N/APCGeneral & Unrestricted$2,200
FALLBROOK ANIMAL SANCTUARY
230 W AVIATION RDFALLBROOKCA92028N/APCGeneral & Unrestricted$500
FALLBROOK LAND CONSERVANCY
1815 S STAGE COACH LNFALLBROOKCA92028N/APCGeneral & Unrestricted$1,000
FRIENDS OF HARRIMAN STATE PARK INCORPORATED
PO BOX 125ISLAND PARKID83429N/APCGeneral & Unrestricted$500
HELEN WOODWARD ANIMAL CENTER
PO BOX 64RANCHO SANTA FECA92067N/APCGeneral & Unrestricted$500
HENRYS FORK FOUNDATION INC
PO BOX 550ASHTONID83420N/APCGeneral & Unrestricted$1,000
INTERNATIONAL MOUNTAIN BICYCLING ASSOCIATION
PO BOX 20280BOULDERCO80308N/APCGeneral & Unrestricted$2,000
SAN DIEGO MOUNTAIN BIKING ASSOCIATION
PO BOX 881491SAN DIEGOCA92168N/APCGeneral & Unrestricted$1,000
SYRACUSE UNIVERSITY
640 SKYTOP RD FL 2SYRACUSENY13244N/APCEngineering school fund$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,700TotalGrantOrContriPdDurYrAmt

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$1,286ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,141ExclusionAmt
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$7,435ExclusionAmt
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$17,862ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,862TotalIncomeProducingActyAmt

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 (44 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBEY CAPITAL FUTURES STRATEGY$4,828$4,543
AMANA GROWTH FUND CLASS INSTL$4,916$9,865
AMERICAN BEACON AHL MNGD FUTUR$4,709$4,526
AMERICAN FUNDS STRATEGIC BOND$7,412$6,882
ARISTOTLE VALUE EQUITY FUND CL$4,892$5,647
BLACKROCK EQUITY DIVIDEND FUND$8,657$8,359
BRANDES INTL EQUITY FUND I$7,421$8,764
DELAWARE DIVERSIFIED INCOME FD$2,512$2,434
DELAWARE VALUE FUND INSTITUTIO$6,366$4,922
DODGE & COX FDS GLOBAL STK$6,753$6,739
EAGLE MID CAP GROWTH$4,522$5,967
EATON VANCE CORE PLUS BOND FUN$2,573$2,500
FEDERATED STRATEGIC INCOME FUN$5,132$5,194
FIDELITY ADV EMERG MKTS I$1,791$1,890
FIDELITY ADVISOR STRATEGIC INC$2,523$2,605
FIRST EAGLE SOGEN OVERSEAS FUN$5,029$5,191
FROST TOTAL RETURN BOND FUND I$7,734$7,869
GOLDMAN SACHS INFLATION PROTEC$12,587$12,016
INVESCO OPPENHEIMER DEVELOPING$1,590$1,733
JOHN HANCOCK LARGE CAP EQUITY$5,735$6,790
JP MORGAN US LARGE CAP CORE PL$5,696$7,394
JPMORGAN EQUITY INCOME FUND SE$7,768$7,999
JPMORGAN GROWTH ADVANTAGE SELE$7,895$12,132
MORTGAGE SECURITIES TRUST CLAS$12,931$13,125
O'SHAUGHNESSY MARKET LEADERS V$8,523$9,451
PACIFIC FUNDS CORE INCOME CL A$7,599$7,447
PARNASSUS FD EQUITY INCOME FUN$5,554$6,520
PIMCO INCOME FUND P CLASS$5,220$5,165
PIMCO INTL STOCKSPLUS AR STRAT$5,771$5,984
PIMCO INVESTMENT GRADE CORPORA$2,508$2,486
PIMCO LONG TERM U.S. GOVERNMEN$4,228$3,664
PIMCO REAL RETURN FUND CL P$3,480$3,421
PIMCO TRENDS MANAGED FUTURES S$4,645$4,281
PRINCIPAL SMALLCAP FUND CLASS$2,442$2,611
RIDGEWORTH SMALL CAP VALUE EQU$3,182$2,764
T ROWE PRICE MID CAP VALUE$2,863$2,906
TCW DIVERSIFIED VALUE FUND$5,261$6,048
THOMPSON BOND FUND$7,801$8,130
THORNBURG LIMITED TERM INCOME$7,495$7,593
THORNBURG STRATEGIC INCOME FUN$5,096$5,123
TOUCHSTONE ARBITRAGE FD CL Y$5,407$5,502
VANGUARD INFLATION-PROTECTED S$12,595$12,025
VIRTUS NFJ MID-CAP VALUE INST$2,615$2,471
VIRTUS SMALL CAP CORE FUND CLA$4,882$6,729

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$4,151$4,151
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$3,873Amt
Net Investment Income$3,873NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2023CategoryTxt
Amt$100Amt

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