DIACO FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DIACO FAMILY FOUNDATION INC (EIN 22-3763549)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2020-10-29
- IRS object ID
- 202033039349100208
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-29T10:28:13-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222978848 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEDERSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PASSAIC AVENUE - SUITE 310 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223763549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIACO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIAC | BusinessNameControlTxt |
| Phone | 9734847300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10-12 NO 7TH STREET | AddressLine1Txt |
| City | BELLEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK DIACO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9734847300 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark A Mazza | PreparerPersonNm |
| PTIN | P00185076 | PTIN |
| Phone | 9737363333 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.114.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-29 | IPDt |
| IP Tm | 11:28:05 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 672FFA3F3708B2445D9F5A469F41F902ACD4D98E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 848D49AF352B8C85EBFA8A5032ABFF0661DA7349 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,423,030 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $254,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $254,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $198,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,790,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $198,329 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $453,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $453,237 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $68,361 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $423,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $423,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $565,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $418,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,226 | CashBOYAmt |
| Cash EOY | $138,063 | CashEOYAmt |
| Cash EOYFMV | $138,063 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $106,506 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $273,803 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $273,803 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,645,750 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,471,956 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,565,722 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,019,276 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,885,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,063,667 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $988,138 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $939,762 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,004,468 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $575,597 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $428,104 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $447,943 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $685,380 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $906,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $929,364 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,155,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,043,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,423,030 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,155,873 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,043,490 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,155,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,043,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,155,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,043,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,155,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112,383 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,043,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,043,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES MS 888 | P | $1,602,383 | $1,421,720 | $180,663 | $180,663 | |
| PUBLICLY TRADED SECURITIES MS 882 | P | $1,187,573 | $1,170,003 | $17,570 | $17,570 | |
| CITIGROUP BOND SETTLEMENT FUND | P | $96 | $96 | $96 | 2020-05-22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $198,329 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $458,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,294,700 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049275 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $434,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,231,408 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047068 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $432,513 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,411,403 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051420 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $423,163 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,704,115 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054927 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $383,154 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,660,179 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050019 | DistributionYr5Rt |
| Total Distribution | 0.252709 | TotalDistributionRt |
| Average Distribution | 0.050542 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,360,255 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $473,086 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,182 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $477,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $458,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,365 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,365 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,365 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,885 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRANK P DIACO | IndividualWithBooksNm |
| Phone | 9734847300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10-12 NO 7TH STREET | AddressLine1Txt |
| City | BELLEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THEODORE F DIACO | ||||||||
| 1025 MAXWELL LANE APT 802 | HOBOKEN | NJ | 07030 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| VALERIE SILVESTRI | ||||||||
| 1 SUNNY KNOLL COURT | WAYNE | NJ | 07470 | SECRETARY | 10.00 | $35,000 | $0 | $0 |
| STEPHANIE EMPERIO | ||||||||
| 209 FOREST RIDGE COURT | FRANKLIN LAKES | NJ | 07417 | VICE PRESIDENT | 10.00 | $35,000 | $0 | $0 |
| FRANK P DIACO | ||||||||
| 852 SUMMIT AVE | FRANKLIN LAKES | NJ | 07417 | TREASURER | 0.00 | $0 | $0 | $0 |
| JOSEPH MANASIA | ||||||||
| 1139 MAURICE AVE | CLARK | NJ | 07066 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,333,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,502,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,502,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,360,255 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $468,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $468,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,365 | TotalTaxAmt |
| Distributable Before Adj | $459,648 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $459,648 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $459,648 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $458,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $458,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $459,648 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $38,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,917 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $54,009 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $458,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,648 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,648 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $52,361 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,444 | ExcessFromYear4Amt |
| Excess From Year3 | $15,917 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 400 MORRIS AVE | DENVILLE | NJ | 07834 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| AMERICAN RED CROSS | |||||||
| 209 FAIRFIELD RD | FAIRFIELD | NJ | 07004 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| ARCHDIOCESE OF NEWARK | |||||||
| 171 CLIFTON AVE | NEWARK | NJ | 07104 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| CENTER FOR FOOD ACTION | |||||||
| 192A WEST DEMAREST AVE | ENGLEWOOD | NJ | 07631 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| PO BOX 781352 | PHILADELPHIA | PA | 19178 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CLARA MASS HOSPITAL FOUNDATION | |||||||
| 1 CLARA MASS DRIVE | BELLEVILLE | NJ | 07109 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| DIOCESE OF PATERSON ST JOSEPH FUND | |||||||
| 777 VALLEY ROAD | CLIFTON | NJ | 07013 | N/A | PUBLIC CHARITY | CHARITABLE | $45,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| EL SALVADOR EDUCATION FUND co MOST BLESSED SACRAMENT CHURCH | |||||||
| 787 FRANKLIN LAKES RD | FRANKLIN LAKES | NJ | 07417 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| EVA'S KITCHEN | |||||||
| 393 MAIN ST | PATERSON | NJ | 07501 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| FIDELIAN'S FOUNDATION | |||||||
| 4013 GROUSEWOOD DR | MYRTLE BEACH | SC | 29588 | N/A | PUBLIC CHARITY | CHARITABLE | $3,000 |
| FILLIPINI SISTERS RETIREMENT FUND | |||||||
| 455 WESTERN AVENUE | MORRISTOWN | NJ | 07960 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| FREEDOM ALLIANCE | |||||||
| 22570 MARKEY CT | DULLES | VA | 20166 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| HACKENSACK UNIVERSITY MEDICAL FOUNDATION | |||||||
| 360 ESSEX ST | HACKENSACK | NJ | 07601 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| IMMACULATE CONCEPTION HIGH SCHOOL | |||||||
| 33 COTTAGE PLACE | MONTCLAIR | NJ | 07042 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 140 SHEPHERD LANE | TOTOWA | NJ | 07512 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | CHARITABLE | $55,000 |
| MT SAINT DOMINICK | |||||||
| 3 RYERSON AVE | CALDWELL | NJ | 07006 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| NATIONAL MULTIPLE SCLEROSIS NATIONAL SOCIETY | |||||||
| 1 KALISA WAY | PARAMUS | NJ | 07652 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| OASIS | |||||||
| 59 MILL STREET | PATERSON | NJ | 07501 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SALESIAN SISTERS OF ST JOHN BOSCO | |||||||
| 659 BELMONT AVE | NORTH HALEDON | NJ | 07508 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SALVATION ARMY | |||||||
| 4 GARY ROAD | UNION | NJ | 07083 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SETON HALL SEMINARY | |||||||
| 400 SOUTH AVENUE | SOUTH ORANGE | NJ | 07079 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SEVERAL SOURCES SHELTERS | |||||||
| PO BOX 157 | RAMSEY | NJ | 07446 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SISTERS OF SAINT JOSEPH | |||||||
| 9701 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SOUND START BABIES FOUNDATION | |||||||
| 10 LAKE DRIVE | MOUNTAIN LAKES | NJ | 07046 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ST BARNABAS BURN FOUNDATION | |||||||
| 94 OLD SHORT HILLS RD | LIVINGSTON | NJ | 07039 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| ST BENEDICTS PREP SCHOOL | |||||||
| 520 DR MARTIN LUTHER KING JR BLVD | NEWARK | NJ | 07102 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| ST JOSEPH REGIONAL HS SCHOLARSHIP FUND | |||||||
| 40 CHESTNUT RIDGE RD | MONTVILLE | NJ | 07645 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| ST PETERS SCHOOL | |||||||
| 152 WILLIAM ST | BELLEVILLE | NJ | 07109 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| ST VINCENT ACADEMY | |||||||
| 228 WEST MARKET ST | NEWARK | NJ | 07103 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SUSAN SATRIANO MEMORIAL SCHOLARSHIP FUND | |||||||
| 3012 WAVERLY AVE | OCEANSIDE | NY | 11572 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| THE VALERIE FOUNDATION | |||||||
| 2101 Millburn Avenue | Maplewood | NJ | 07040 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| VALLEY HOSPITAL FOUNDATION | |||||||
| 223 NORTH VAN DIEN AVE | RIDGEWOOD | NJ | 07450 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| WOUNDED WARRIORS PROJECT | |||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| MARKET STREET MISSION | |||||||
| 9 MARKET ST | MORRISTOWN | NJ | 07960 | N/A | PUBLIC CHARITY | CHATITABLECHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $423,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $254,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,329 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $453,237 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $453,237 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE,INC 1.65 5/11/2030 (037833DU1) | $40,892 | $41,434 |
| BANK OF AMERICA (06051GHQ5) | $61,345 | $67,210 |
| BP CAPITAL MARKETS AMERICA INC (10373QBE9) | $37,299 | $41,296 |
| CVS HEALTH CORP (126650CV0) | $34,013 | $36,434 |
| DUPONT DE NEMOURS INC (26078JAA8) | $47,020 | $47,193 |
| FISERV INC (337738AU2) | $41,188 | $46,737 |
| MARSH & MCLENNAN COS INC (571748BG6) | $34,649 | $41,166 |
| AMAZON.COM.INC. 2.8 8/24 | $56,279 | $62,776 |
| APPLE,INC 2.4 5/23 (037833AK6) | $39,887 | $43,169 |
| BANK OF AMERICA 3.248% 10/21/27 (06051GGA1) | $26,043 | $29,870 |
| BANK OF MONTREAL 3.1% 4/21 06367T4W7) | $33,915 | $34,511 |
| BANK OF N.Y.MELLON CORP 2.5% 4/15/21(06406FAA1) | $25,039 | $25,255 |
| CAPITAL ONE 3.8% 1/28 (1404048W4) | $23,353 | $26,784 |
| CITIGROUP INC 2.9% 12/8/21 ( 9172967LC3) | $34,987 | $35,954 |
| COMCAST CORP 1.5% 2/15/2031 NDN8 | $29,881 | $29,719 |
| ENTERPRISE PRODUCTS OPERCoupon 3.75% Mature 2/15/2025(DTV31) | $37,904 | $41,125 |
| GOLDMAN SACHS GROUP INC 5.25% 07/27/2021(AF16W) | $49,083 | $52,002 |
| JP MORGAN CHASE & CO. 3.54 5/1/28(46647PAF3) | $27,197 | $30,413 |
| JP MORGAN CHASE & COCoupon 4.25% Mature 10/15/2020(A2L4R) | $40,022 | $40,057 |
| KINDER MORGAN ENER PART 3.95% 09/01/2022(A1V6M) | $37,226 | $38,994 |
| NORTHROPGRUMAN 2.55 10/15/22(666807BQ4) | $37,026 | $38,530 |
| ORACLE CORPCoupon 2.80% Mature 07/08/2021(A3Q9C) | $54,026 | $55,042 |
| WALMART 3.4% 6/23 (931142EK5) | $37,313 | $39,974 |
| WELLS FARGO & COMPANY 3.3% 09/09/2024 | $54,175 | $58,823 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS | $50,269 | $57,745 |
| AMERISOURCEBERGEN CORP | $37,379 | $40,514 |
| AMGEN INC | $33,679 | $36,599 |
| BEST BUY | $35,511 | $42,624 |
| CHARLES SCHWAB NEW | $24,482 | $24,890 |
| EATON CORP PLC SHS | $69,032 | $82,644 |
| ENTERGY CORP NEW ETR | $35,534 | $29,263 |
| INTL BUSINESS MACHINES CORP | $46,798 | $38,934 |
| MORGAN STANLEY | $76,581 | $84,806 |
| NORTHROP GRUMMAN CP | $32,443 | $32,495 |
| OTIS WORLDWIDE CORP | $20,493 | $18,851 |
| PROLOGIS INC COM | $10,075 | $11,069 |
| REALTY INCOME CORP | $10,116 | $9,477 |
| SYSCO CORP | $45,600 | $48,594 |
| TJX COS INC NEW | $43,510 | $49,751 |
| TRANE TECH | $21,620 | $28,372 |
| ABBOTT LABORATORIES | $4,832 | $13,496 |
| ACCENTURE PLC IRELAND CL A | $19,937 | $39,322 |
| AIR PROD &Chem Inc. (APD) | $40,837 | $82,507 |
| ALEXANDRIA REAL ESTATE EQ INC | $11,373 | $19,201 |
| ALTRIA GROUP INC | $43,710 | $38,873 |
| ANALOG DEVICES INC | $63,770 | $103,899 |
| APPLE INC | $11,693 | $51,304 |
| ARTHUR J GALLAGHER | $22,423 | $52,262 |
| AUTOMATIC DATA PROCESSING INC | $32,678 | $43,522 |
| AVALONBAY COMM INC | $40,913 | $34,647 |
| BANK OF AMERICA CORP | $76,596 | $115,897 |
| BECTON DICKINSON & CO | $39,273 | $55,145 |
| BLACKROCK INC | $76,867 | $117,782 |
| BOSTON PROPERTIES INC | $19,648 | $12,285 |
| BRISTOL MYERS SQUIBB CO | $97,489 | $126,368 |
| CAPITAL ONE FINANCIAL CORP | $30,515 | $27,450 |
| CHEVRON CORP | $107,935 | $76,968 |
| CHUBB LTD | $32,807 | $31,933 |
| CME GROUP INC | $55,254 | $110,592 |
| CMS ENERGY CP | $28,562 | $49,435 |
| COCA COLA CO | $29,224 | $33,720 |
| COMCAST CORP CL A SPECIAL NEW | $95,674 | $141,231 |
| CONOCOPHILLIPS | $93,996 | $65,154 |
| CULLEN FROST BANKERS INC | $11,571 | $12,022 |
| CVS HEALTH CORP COM | $44,012 | $36,033 |
| DEERE & CO. (DE) | $51,682 | $70,921 |
| DOVER CORP | $61,439 | $98,373 |
| DTE ENERGY COMPANY | $7,977 | $10,699 |
| ELI LILLY & CO | $28,316 | $53,731 |
| FIDELITY NATL INFORMATION SE | $38,641 | $72,133 |
| GENL DYNAMICS CORP | $83,643 | $74,337 |
| HARTFORD FIN SERS GRP INC | $44,418 | $35,201 |
| HASBRO INC. | $48,745 | $44,172 |
| HOME DEPOT INC | $43,661 | $114,694 |
| HONEYWELL INTERNATIONAL INC | $23,352 | $34,897 |
| JOHNSON & JOHNSON | $82,135 | $126,399 |
| MARSH & MCLENNA COS INC (MMC) | $37,101 | $43,127 |
| MC DONALDS CORP (MCD) | $61,901 | $88,893 |
| MEDTRONIC PLC HS | $91,312 | $104,336 |
| MERCK & CO INC NEW COM | $22,635 | $48,692 |
| METLIFE INCORPORATED | $49,627 | $40,218 |
| MICROSOFT CORP | $14,249 | $87,076 |
| MONDELEZ INTL INC COM | $59,931 | $88,473 |
| NEXTERA ENERGY INC COM | $36,483 | $104,362 |
| NORFOLK SOUTHERN CORP | $32,443 | $69,547 |
| NORTHERN TRUST CORP | $21,413 | $23,079 |
| PARKER HANNIFIN CORP (PH) | $62,315 | $78,103 |
| PEPSICO INC NC | $54,436 | $69,300 |
| PFIZER INC | $29,246 | $35,929 |
| PHILIP MORRIS INTL INC | $82,839 | $82,564 |
| PNC FINL SVCS GP | $83,539 | $98,479 |
| PPG INDUSTRIES INC | $68,586 | $76,910 |
| PROCTOR & GAMBLE (PG) | $60,335 | $96,181 |
| PROGRESSIVE CORP OHIO | $32,931 | $60,683 |
| PUBLIC SERVICE ENTERPRISE | $28,090 | $30,365 |
| REPUBLIC SERVICES INC | $28,037 | $47,983 |
| SIMON PPTY GROUP INC | $17,228 | $7,568 |
| STANLEY BLACK & DECKER INC | $20,883 | $30,169 |
| STARBUCKS CORP WASHINGTON | $19,798 | $26,979 |
| T ROWE PRICE GROUP INC | $27,117 | $46,802 |
| TEXAS INSTRUMENTS | $57,319 | $122,229 |
| TRUIST FINL CORP | $48,494 | $47,105 |
| U S BANCORP COM NEW | $42,400 | $41,980 |
| UNITED HEALTH GP INC (UNH) | $78,332 | $100,703 |
| RAYTHEON TECHNOLOGIES CORP (RTX) | $86,985 | $74,456 |
| V F CORPORATION | $35,496 | $35,336 |
| VALERO ENERGY CP DELA NEW | $23,829 | $14,772 |
| VENTAS INC (VTR) | $30,695 | $19,343 |
| VERIZON COMMUNICATIONS | $68,795 | $96,493 |
| VORNADO REALTY TRUST | $37,297 | $17,731 |
| WALMART INC (WMT) | $57,031 | $78,909 |
| XCEL ENERGY INC | $37,344 | $65,559 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,471,956 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,565,722 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK BATS: SERIES A PTF (BRASX) | AT COST | $98,213 | $98,619 |
| BLACKROCK BATS: SERIES M PTF (BRAMX) | AT COST | $808,377 | $830,745 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $68,361 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $4,259 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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