WRIGHT-HAGER FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WRIGHT-HAGER FOUNDATION INC (EIN 22-3736451)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-01
IRS object ID
202121529349100407
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-01T06:24:48-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463729406PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mahon McKenzie & Colson CPAs LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12444 Highway 34AddressLine1Txt
CityManasquanCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223736451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WRIGHT-HAGER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWRIGBusinessNameControlTxt
Phone7328921000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1501 TRENTON AVEAddressLine1Txt
CityPOINT PLEASANT BEACHCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08742ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN H WESTPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-06-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSAN HPersonFirstNm
Person LastWESTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD W MAHON CPAPreparerPersonNm
PTINP00365493PTIN
Phone7327228777PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,941,909FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$49,059InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49,059InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$49,059InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$62,445DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,445DividendsNetInvstIncmAmt
Dividends Adj Net Incm$62,445DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,625NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,561,988GrossSalesPriceAmt
Total Rev And Expnss$109,879TotalRevAndExpnssAmt
Total Net Invst Incm$111,504TotalNetInvstIncmAmt
Total Adj Net Incm$111,504TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,125AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,125AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$8,011TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,011TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$18,284OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,130OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$154OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,420TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,141TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,279TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$185,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$185,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$216,020TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,141TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$189,879TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$106,141ExcessRevenueOverExpensesAmt
Net Investment Income$85,363NetInvestmentIncomeAmt
Adjusted Net Income$111,504AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$115,178SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$150,988SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$150,988SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,897,524CorporateStockBOYAmt
Corporate Stock EOY$1,887,658CorporateStockEOYAmt
Corporate Stock EOYFMV$2,190,218CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,696,327CorporateBondsBOYAmt
Corporate Bonds EOY$1,564,242CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,600,703CorporateBondsEOYFMVAmt
Total Assets BOY$3,709,029TotalAssetsBOYAmt
Total Assets EOY$3,602,888TotalAssetsEOYAmt
Total Assets EOYFMV$3,941,909TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,709,029NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$3,709,029TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,602,888TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,709,029TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,602,888TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,709,029TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$106,141ExcessRevenueOverExpensesAmt
Subtotal$3,602,888SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,602,888TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY A/C# 103917P2014-05-172020-03-12$52,775$52,042$733$733
MORGAN STANLEY A/C# 103917P2000-01-012020-12-31$327,946$242,369$85,577$85,577
MORGAN STANLEY A/C# 103918P2020-01-012020-12-31$439,640$504,804-$65,164-$65,164
MORGAN STANLEY A/C# 103918P2000-01-012020-12-31$719,400$745,083-$25,683-$25,683
MORGAN STANLEY A/C# 143684P2020-01-012020-12-31$22,227$19,315$2,912$2,912
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,625CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$62,252NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,187InvestmentIncomeExciseTaxAmt
Subtotal$1,187SubtotalAmt
Tax Based On Investment Income$1,187TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,000TotalPaymentsAndCreditsAmt
Overpayment$4,813OverpaymentAmt
Applied To ES Tax$4,813AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN H WESTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7325286891PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MMCE 2444 HIGHWAY 34 STE CAddressLine1Txt
CityMANASQUANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOHN OLANDER
1110 BENEDICT STPOINT PLEASANTNJ08742Director0.00$0
MICHAEL J WEBB
165 SUNLIGHT DRIVEDILLONCO80435Director0.00$0
SUSAN H WEST
16050 WEST BAY DR 153JUPITERFL33477President0.00$0
ROBERT B WEST
16050 WEST BAY DR 153JUPITERFL33477Treasurer0.00$0
AMY S HOCHREITER
29 LYME ROADHANOVERNH03755Director0.00$0
LAURIE HAGER
208 STONE RIDGE DRDOVERDE19901Director0.00$0
JUSTIN HAGER
2520 ALLENWOOD-LAKEWOOD ROADHOWELLNJ07731Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,586,730AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$163,974AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,750,704TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,750,704AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,261CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,694,443NetVlNoncharitableAssetsAmt
Minimum Investment Return$184,722MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$184,722MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,187TaxBasedOnInvestmentIncomeAmt
Total Tax$1,187TotalTaxAmt
Distributable Before Adj$183,535DistributableBeforeAdjAmt
Distributable Before Ded$183,535DistributableBeforeDedAmt
Distributable As Adjusted$183,535DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$189,879ExpensesAndContributionsAmt
Qualifying Distributions$189,879QualifyingDistributionsAmt
Adjusted Qualifying Distri$189,879AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$183,535DistributableAsAdjustedAmt
Undistributed Income PY$184,050UndistributedIncomePYAmt
Qualifying Distributions$189,879QualifyingDistributionsAmt
Applied To Year1$184,050AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,829AppliedToCurrentYearAmt
Undistributed Income CY$177,706UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN H WESTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line116050 WEST BAY DR 153AddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7322231177RecipientPhoneNum
Form And Info And MaterialsIN WRITING ON ORGANIZATION'S LETTERHEADFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STEP OF FAITH MINISTRY
PO BOX 805BRICKNJ08723NONEPCGENERAL SUPPORT$15,000
FOOD BANK OF DELAWARE
1041 MATTLIND WAYMILFORDDE19963NONEPCBACKPACK PROGRAM$12,500
THE UPPER VALLEY HAVEN
713 HARTFORD AVENUEWHITE RIVER JUNCTIONVT05001NONEPCFOOD SHELF$25,000
HOWELL POLICE ATHLETIC LEAGUE
PO BOX 713HOWELLNJ07731NONEPCGENERAL SUPPORT$5,000
COLORADO WATER TRUST
1420 OGDEN ST SUITE A2DENVERCO80218NONEPCGENERAL SUPPORT$6,000
ASLAN YOUTH MINISTRIES
255 HARDING ROADRED BANKNJ07701NONEPCGENERAL SUPPORT$8,000
EDNA W RUNNER TUTORIAL CENTER
7187 CHURCH STREETJUPITERFL33458NONEPCGENERAL SUPPORT$12,000
UPPER VALLEY HUMANE SOCIETY
300 OLD ROUTE 10ENFIELDNH03748NONEPCGENERAL SUPPORT$8,000
THE HANOVER IMPROVEMENT SOCIETY
PO BOX 106HANOVERNH03755NONEPCGENERAL SUPPORT$7,000
ALLAIRE COMMUNITY FARM
2840 ALLAIRE ROADWALLNJ07719NONEPCGENERAL SUPPORT$5,000
SUMMIT HISTORICAL SOCIETY
PO BOX 143DILLONCO80435NONEPCGENERAL SUPPORT$2,000
CONVOY OF HOPE
PO BOX 219368KANSAS CITYMO64121NONEPCGENERAL SUPPORT$10,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NONEPCGENERAL SUPPORT$7,500
THE TRUST FOR PUBLIC LAND
101 MONTGOMERY ST SUITE 900SAN FRANCISCOCA94104NONEPCGENERAL SUPPORT$2,500
CODE PURPLE KENT COUNTY
1235 E DIVISION STREETDOVERDE19901NONEPCGENERAL SUPPORT$5,000
ELS FOR AUTISM FOUNDATION
18370 LIMESTONE CREEK ROADJUPITERFL33458NONEPCGENERAL SUPPORT$5,000
FOOD BANK OF THE ROCKIES
10700 E 45TH STDENVERCO80239NONEPCGENERAL SUPPORT$12,500
PROTECT OUR WINTERS
4676 BROADWAY STREETBOULDERCO80304NONEPCGENERAL SUPPORT$5,000
CO COALITION FOR THE HOMELESS
PO BOX 1560DENVERCO80201NONEPCGENERAL SUPPORT$5,000
NATIONAL ALLIANCE ON MENTAL ILL
4301 WILSON BLVD SUITE 300ARLINGTONVA22203NONEPCGENERAL SUPPORT$5,000
CHILD MIND INSTITUTE
101 EAST 56TH STNEW YORKNY10022NONEPCGENERAL SUPPORT$5,000
FULFILL
330 ROUTE 66NEPTUNENJ07753NONEPCGENERAL SUPORT$10,000
NRDC
PO BOX 1830MERRIFIELDVA22116NONEPCGENERAL SUPPORT$5,000
KOMEN SOUTH FL
1309 N FLAGLER DR 5WEST PALM BEACHFL33401NONEPCGENERAL SUPPORT$100
NORTHERN STAGE BESPOKE EDUCATION
76 GATES STREETWHITE RIVER JUNCTIONVT05001NONEPCGENERAL SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$185,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,059ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,445ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,625ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$109,879ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$109,879TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$4,125Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,125DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$18,130$18,130
NJ ANNUAL REPORT$30$30
OFFICE EXPENSE$124$124

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES WITHHELD$571$571
US EXCISE TAX$7,440$7,440

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