BETA

BEANE WRIGHT FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BEANE WRIGHT FOUNDATION (EIN 56-2224889)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-10
IRS object ID
202032549349100003
Schema version
2019v5.0
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)
Return2020-09-10T09:17:50-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561185604PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARMS RODE & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15917 OLEANDER DR STE 204AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP284034709ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562224889EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEANE WRIGHT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEANBusinessNameControlTxt
Phone9106206711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1039AddressLine1Txt
CityWRIGHTSVILLE BEACHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAGNES BEANEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9106206711PhoneNum
Signature2020-09-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J RODE CPAPreparerPersonNm
PTINP00084984PTIN
Phone9107849015PhoneNum
Preparation2020-09-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.93.32.230IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-10IPDt
IP Tm09:17:50IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id91E8821C66437B318623A80399F871AA8F373AE2AtSubmissionCreationDeviceId
At Submission Filing Device Id91E8821C66437B318623A80399F871AA8F373AE2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,797FMVAssetsEOYAmt
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$237InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$237InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,558DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,558DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$48,283NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$127,328GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,941CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$81,078TotalRevAndExpnssAmt
Total Net Invst Incm$52,736TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$760AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,559OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,057TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,376TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,576TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,502ExcessRevenueOverExpensesAmt
Net Investment Income$52,736NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,465SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,797SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,797SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$878,774CorporateStockBOYAmt
Corporate Stock EOY$901,776CorporateStockEOYAmt
Other Assets BOY$10,780OtherAssetsBOYAmt
Other Assets EOY$10,780OtherAssetsEOYAmt
Total Assets BOY$908,019TotalAssetsBOYAmt
Total Assets EOY$919,353TotalAssetsEOYAmt
Total Assets EOYFMV$6,797TotalAssetsEOYFMVAmt
Other Liabilities BOY$12,869OtherLiabilitiesBOYAmt
Other Liabilities EOY$12,869OtherLiabilitiesEOYAmt
Total Liabilities BOY$12,869TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,869TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$484,117CapitalStockBOYAmt
Capital Stock EOY$484,117CapitalStockEOYAmt
Retained Earning BOY$411,033RetainedEarningBOYAmt
Retained Earning EOY$422,367RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$895,150TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$906,484TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$908,019TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$919,353TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$895,150TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,502ExcessRevenueOverExpensesAmt
Other Increases$1,251OtherIncreasesAmt
Subtotal$913,903SubtotalAmt
Other Decreases$7,419OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$906,484TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$19,941CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$54,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,144,961NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047382DistributionYr1Rt
Adjusted Qlfy Distri Yr2$51,900AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,102,632NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047069DistributionYr2Rt
Adjusted Qlfy Distri Yr3$49,026AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,027,203NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047728DistributionYr3Rt
Adjusted Qlfy Distri Yr4$53,830AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,037,573NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051881DistributionYr4Rt
Adjusted Qlfy Distri Yr5$46,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,067,786NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043548DistributionYr5Rt
Total Distribution0.237608TotalDistributionRt
Average Distribution0.047522AverageDistributionRt
Net Vl Noncharitable Assets$1,197,324NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$56,899AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$527NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$57,426AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$56,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,055InvestmentIncomeExciseTaxAmt
Subtotal$1,055SubtotalAmt
Tax Based On Investment Income$1,055TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$41EsPenaltyAmt
Tax Due$1,096TaxDueAmt

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 StateNCOrgReportOrRegisterStateCd
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
Individual With BooksAGNES R BEANEIndividualWithBooksNm
Phone9102562363PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11005 AIRLIE ROADAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28403ZIPCd
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
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
AGNES BEANE
PO BOX 1039WRIGHTSVILLE BEACHNC28480TRUSTEE000.00$0$0$0
ELEANOR W COOPER
PO BOX 1039WRIGHTSVILLE BEACHNC28480TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,188,715AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,842AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,215,557TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,215,557AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,233CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,197,324NetVlNoncharitableAssetsAmt
Minimum Investment Return$59,866MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$59,866MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,055TaxBasedOnInvestmentIncomeAmt
Total Tax$1,055TotalTaxAmt
Distributable Before Adj$58,811DistributableBeforeAdjAmt
Distributable Before Ded$58,811DistributableBeforeDedAmt
Distributable As Adjusted$58,811DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,200ExpensesAndContributionsAmt
Qualifying Distributions$56,200QualifyingDistributionsAmt
Adjusted Qualifying Distri$56,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,811DistributableAsAdjustedAmt
Undistributed Income PY$54,555UndistributedIncomePYAmt
Qualifying Distributions$56,200QualifyingDistributionsAmt
Applied To Year1$54,555AppliedToYear1Amt
Applied To Current Year$1,645AppliedToCurrentYearAmt
Undistributed Income CY$57,166UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Restrictions On AwardsCONTRIBUTIONS TO CHURCHES AND TO TAX EXEMPT PUBLIC CHARITIES AND PRIVATE FOUNDATIONS SELECTED SOLEY BY TRUSTEE OF FOUNDATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
EISENHOWER FELLOWSHIP
250 SOUTH 16TH STREETPHILADELPHIAPA19102CHARITABLE DONATION$2,500
COASTAL LAND TRUST
131 RACINE DRWILMINGTONNC28403CHARITABLE DONATION$10,000SUITE 202
UNCW
601 S COLLEGE RDWILMINGTONNC28403CHARITABLE DONATION$15,000
AIRLIE GARDENS
300 AIRLIE RDWILMINGTONNC28403CHARITABLE DONATION$1,000
BURGWIN WRIGHT HOUSE
224 MARKET STWILMINGTONNC28401CHARITABLE DONATION$2,000
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT STPHILADELPHIAPA19102CHARITABLE DONATION$1,000SUITE 610
NC SYMPHONY
3700 GLENWOOD AVENUERALEIGHNC27612CHARITABLE DONATION$2,000SUITE 130
ST JAMES CHURCH
25 SOUTH 3RD STWILMINGTONNC28401CHARITABLE DONATION$4,500
BOY SCOUTS CAPE FEAR
110 LONGSTREET DRIVEWILMINGTONNC28412CHARITABLE DONATION$1,000
ST MATTHEW'S CHURCH
612 S COLLEGE RDWILMINGTONNC28403CHARITABLE DONATION$500
UNC TV
10 UNC-TV DRIVERESEARCH TRIANGLE PARKNC27709CHARITABLE DONATION$500
FRENCH HERITAGE SOCIETY
14 E 60TH STREETNEW YORKNY100227131CHAIRITABLE DONATION$14,200SUITE 605
RONALD SACHS INTL MUSIC
601 S COLLEGE RDWILMINGTONNC28403CHAIRITABLE DONATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$237ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$32,558ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$19,941ExclusionAmt
Related Or Exempt Function Incm$28,342RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$52,736ExclusionAmt
Related Or Exempt Function Incm$28,342RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,078TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$760Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (17 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ALERIAN MLP ETF2019-03PURCHASE2019-12$5,134$5,723-$589
ALERIAN MLP ETF2015-12PURCHASE2019-12$4,802$5,325-$523
ABBOT LABORATORIES2012-02PURCHASE2019-03$3,846$1,328$2,518
BB&T CORP2016-03PURCHASE2019-03$4,972$3,376$1,596
BARINGS BDC2016-06PURCHASE2019-03$1,962$3,653-$1,691
KIMBERLY-CLARK CORP2012-02PURCHASE2019-03$11,606$6,818$4,788
KONTOOR BRANDS INC2017-01PURCHASE2019-03$429$328$101
MAINGATE MLP FD CL 12015-05PURCHASE2019-03$9,508$13,759-$4,251
MCDONALDS CORP2012-02PURCHASE2019-03$7,210$3,937$3,273
MICROSOFT CORP2012-02PURCHASE2019-03$18,880$4,216$14,664
NOVARTIS AG2012-02PURCHASE2019-03$4,479$2,803$1,676
PROCTER & GAMBLE CORP2012-02PURCHASE2019-03$1,973$1,290$683
QUALCOMM INC2015-09PURCHASE2019-05$8,912$5,296$3,616
REALTY INCOME CORP2012-02PURCHASE2019-05$6,954$3,226$3,728
ROYAL DUTCH SHELL PLC2012-02PURCHASE2019-03$10,657$12,592-$1,935
ALCON INC2012-02PURCHASE2019-07$3,063$1,712$1,351
RUSSELL INVT CO2008-02PURCHASE2019-03$3,000$3,663-$663

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT IN MUTUAL FUNDSStockNm
EOY Book Value$901,776EOYBookValueAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATIONAL COST-BEANE WRIGHT CRTDesc
BOY Book Value$10,780BOYBookValueAmt
EOY Book Value$10,780EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
NON DEDUCTIBLE FEDERAL TAX$1,122
NON DEDUCTIBLE DONTATIONS$750
TIMING DIFFERENCE PY CHECK$5,000
MISC INFLOWS$547

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NON DIVIDEND DISTRIBUTIONS$1,239
ROUNDING$12

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescADVANCE FROM BEANE CAPITAL, LLCDesc
BOY Book Value$12,869BOYBookValueAmt
EOY Book Value$12,869EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$5,559Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX W/HCategoryTxt
Amt$1,057Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.