R O W FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- R O W FOUNDATION (EIN 47-1520191)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349102361
- Schema version
- 2017v2.3
- 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
- Schedule B
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T12:02:27-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Money Minders | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 931 W Hawthorne | AddressLine1Txt |
| City | West Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471520191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R O W Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROWF | BusinessNameControlTxt |
| Phone | 6307910247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 931 W Hawthorne Lane | AddressLine1Txt |
| City | West Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce T Duncan | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6307029469 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bruce T Duncan | PreparerPersonNm |
| Phone | 6307029469 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,441 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $133,434 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $133,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $38 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $38 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $38 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $538 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,550 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,550 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $4,550 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $45,107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,696 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $49,510 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $50,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $54,098 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,243 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,243 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $54,098 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,243 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,311 | CashBOYAmt |
| Cash EOY | $2,178 | CashEOYAmt |
| Cash EOYFMV | $2,178 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $263 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $50,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $53,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $53,311 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $171 | OtherIncreasesAmt |
| Subtotal | $52,441 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,441 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $27,744 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $52,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.531443 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,897 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $48,536 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.492356 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $1,970 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 001.023799 | TotalDistributionRt |
| Average Distribution | 000.204760 | AverageDistributionRt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | rowpharma.org | WebsiteAddressTxt |
| Individual With Books | Paul Regan | IndividualWithBooksNm |
| Phone | 6307910247 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 931 W Hawthorne Lane | AddressLine1Txt |
| City | West Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRUCE DUNCAN | ||||||
| 822 FARM DRIVE | WEST CHICAGO | IL | 60185 | SECTRETARY | 000.00 | $0 |
| PAUL REGAN | ||||||
| 911 OZIER DRIVE | BATAVIA | IL | 60510 | PRESIDENT | 015.00 | $0 |
| SCOTT BOYER | ||||||
| 450 CRANESBILL | WEST CHICAGO | IL | 60185 | BOARD CHAIR | 000.00 | $0 |
| RUTH BOYER | ||||||
| 450 CRANESBILL | WEST CHICAGO | IL | 60185 | BOARD MEMBER | 000.00 | $0 |
| MARK PETERSEN | ||||||
| 192 SYLES | CAROL STREAM | IL | 60188 | BOARD MEMBER | 000.00 | $0 |
| Marvin Rossi MD | ||||||
| 931 W Hawthorne | West Chicago | IL | 60185 | Board Member | 000.00 | $0 |
| Patricia Gibson | ||||||
| 931 W Hawthorne | West Chicago | IL | 60185 | Board Member | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Grant of Electroencephalogram (EEG) equipment to pediaric hospital in kENYA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Grant of anti-seizure medication to hospital in Yerevan, Armenia | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | Grant of anti-seizure medication to hospital in Cochabamba, Bolivia | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | Financial gratn to epilesy treatment program | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $51,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $765 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,512 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $2,512 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,512 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,512 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,243 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $84,243 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $84,243 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,512 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $21,426 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,560 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,243 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,512 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,731 | RemainingDistriFromCorpusAmt |
| Total Corpus | $128,291 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $128,291 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $21,426 | ExcessFromYear2Amt |
| Excess From Year1 | $25,134 | ExcessFromYear1Amt |
| Excess From Current Year | $81,731 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Global Org of Health Education | ||||||||||
| 25143 E Archer Place | Aurora | CO | 80018 | None | PC | training | $1,000 | |||
| Int Leage Against epilepsy | ||||||||||
| 342 N Maibn St | West Hartford | CT | 06117 | None | PC | Treatment | $5,000 | |||
| Epilepsy found of No ILL | ||||||||||
| 321 W State St | Rockford | IL | 61101 | None | PC | Treatment | $1,872 | |||
| Children's Hope | ||||||||||
| 305 S Perry St | Montgomery | AL | 36104 | None | PC | Treatment | $5,616 | |||
| Arabkir United Childrens Charity | ||||||||||
| None | NC | treatment | $15,955 | 30 Mamikoniants St | Yerevan | AM | ||||
| Epilepsy Found of NC | ||||||||||
| 1920 W First St | Winston Salem | NC | 27104 | None | PC | Treatment | $6,000 | |||
| Cure Int'l | ||||||||||
| PO Box 207 | New Cumberland | PA | 17070 | None | PC | Treatment | $10,800 | |||
| Epilepsy Found of Chicago | ||||||||||
| 17 N State St | Chicago | IL | 60602 | None | PC | Treatment | $36,000 | |||
| Guiding Lights Orphans | ||||||||||
| 25 Baily Road | Avon | CT | 06001 | none | PC | Treatment | $2,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,243 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Scott Boyer | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 Cranesbill | AddressLine1Txt |
| City | west Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $0 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PWP Pharma Bond 6.00 2021-09-01 | BondNm |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $50,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Bank Fees Charges | $76 | $76 | $76 |
| Advertising Promotion | $2,750 | $2,750 | $2,570 |
| Computer Software | $768 | $768 | $768 |
| Consulting Services | $36,351 | $36,351 | $36,351 |
| Insurance - General Liability | $500 | $500 | $500 |
| Insurance - D O | $473 | $473 | $473 |
| Meal Entertainment | $443 | $443 | $4,437 |
| Office Expense Supplies | $214 | $214 | $214 |
| Dues Subscriptions | $1,046 | $1,046 | $1,046 |
| Misc | $587 | $587 | $587 |
| Gifts and appreciation | $41 | $41 | $41 |
| Legal Professional | $84 | $84 | $84 |
| Stationary Printing | $65 | $654 | $654 |
| Postage shipping | $150 | $150 | $150 |
| Conferences | $750 | $750 | $750 |
| Softare Subscriptions | $809 | $809 | $809 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc adjustments | Desc |
| Amt | $171 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Misc taxes and fees | CategoryTxt |
| Amt | $38 | Amt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38 | AdjustedNetIncomeAmt |
Comments