SUZANNE BENNETT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SUZANNE BENNETT CHARITABLE FOUNDATION INC (EIN 46-1192399)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201701329349101870
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T11:11:51-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cody Cody & McCarthy LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pine Hill Drive Suite 501 | AddressLine1Txt |
| City | Quincy | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461192399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE BENNETT CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUZA | BusinessNameControlTxt |
| Phone | 6174725151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CodyCodyMcCarthy1 Pine Hill | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T CODY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael T Cody | PreparerPersonNm |
| PTIN | P01300962 | PTIN |
| Phone | 6174725151 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $742,696 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $31 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,740 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,740 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,516 | GrossSalesPriceAmt |
| Total Rev And Expnss | $20,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,771 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,771 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10,114 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,586 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,643 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,643 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $155 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,912 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,412 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,387 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,771 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,873 | CashBOYAmt |
| Cash EOY | $23,523 | CashEOYAmt |
| Cash EOYFMV | $23,523 | CashEOYFMVAmt |
| Other Investments BOY | $738,062 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $726,331 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $719,173 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $790,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $749,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $742,696 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $790,935 | UnrestrictedBOYAmt |
| Unrestricted EOY | $749,854 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $790,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $749,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $790,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $749,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $790,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,856 | ExcessRevenueOverExpensesAmt |
| Subtotal | $750,079 | SubtotalAmt |
| Other Decreases | $225 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $749,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5284.016 ENHANCED INCOME FUND | P | 2015-05-12 | 2016-04-27 | $39,155 | $40,000 | -$845 | -$845 |
| 5112.394 LARGE CAP FUND | P | 2015-01-01 | 2016-03-16 | $60,275 | $71,731 | -$11,456 | -$11,456 |
| Capital Gain Dividends | $11,086 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,215 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$845 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,742 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $783,593 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05455 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,140 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $794,325 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,928 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $692,894 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00567 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $83,037 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.103195 | TotalDistributionRt |
| Average Distribution | 0.025799 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $750,505 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,362 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $34 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34 | SubtotalAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $34 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO Cody Cody & McCarthy LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174725151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PINE HILL DRIVE SUITE 501 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | President | 1.00 | $0 |
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Treasurer | 1.00 | $0 |
| JAMIE NADEAU CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Clerk | 1.00 | $0 |
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Director | 1.00 | $1,000 |
| JAMIE NADEAU CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Director | 1.00 | $1,000 |
| JANET DRISCOLL | ||||||
| 128 South Pickens Street | Lakeville | MA | 02347 | Director | 1.00 | $1,000 |
| PATRICK DONOVAN | ||||||
| 16 Rebecca Road | Assonet | MA | 02702 | Director | 1.00 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $715,006 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,928 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $761,934 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $761,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $750,505 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,525 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,525 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34 | TotalTaxAmt |
| Distributable Before Adj | $37,491 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,491 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,491 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $34 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,466 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,491 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,328 | UndistributedIncomePYAmt |
| Qualifying Distributions | $36,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,328 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,172 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $35,319 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MY STUFF BAGS FOUNDATION | ||||||
| 5347 Sterling Center Drive | Westlake Village | CA | 91361 | NONE | General use | $2,500 |
| PWSA | ||||||
| 8588 Potter Park Dr Suite 500 | Sarasota | FL | 34238 | NONE | General use | $2,500 |
| ERIC C JOHNSON MEMORIAL SCHOL | ||||||
| 89 Dr Braley Road | East Freetown | MA | 02717 | NONE | General Use | $2,500 |
| HOME FOR OUR TROOPS | ||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | GENERAL USE | $5,000 |
| AMERICAN VET DOGS | ||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | GENERAL USE | $2,500 |
| MY BROTHERS KEEPER | ||||||
| PO BOX 338 | EASTON | MA | 02356 | NONE | GENERAL USE | $2,500 |
| PLAYWORKS | ||||||
| 67 KEMBLE STREET SUITE 3 | BOSTON | MA | 02119 | NONE | GENERAL USE | $2,500 |
| LLOYDS CENTER | ||||||
| 430 POTOMSKA ROAD | DARTMOUTH | MA | 02748 | NONE | GENERAL USE | $2,500 |
| BOYS GIRLS CLUB | ||||||
| 31 COURT STREET | TAUNTON | MA | 02780 | NONE | GENERAL USE | $5,000 |
| THE LOONEY LEGACY FOUNDATION | ||||||
| PO BOX 284 | EAST FREETOWN | MA | 02717 | NONE | GENERAL USE | $1,000 |
| STONEHILL COLLEGE-JC NOBLIN SCHOL | ||||||
| 320 WASHINGTON STREET | EASTON | MA | 02357 | NONE | GENERAL USE | $1,000 |
| KAI'S GUARDIANS FOR LIFE | ||||||
| 24 PLEASANT STREET | HINGHAM | MA | 02043 | NONE | GENERAL USE | $1,500 |
| 4 PAWS FOR ABILITY | ||||||
| 253 DAYTON AVE | XENIA | OH | 45385 | NONE | GENERAL USE | $2,500 |
| TOYS FOR TOTS | ||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | GENERAL USE | $2,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | NONE | GENERAL USE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $21,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,086 | ExclusionAmt |
| Related Or Exempt Function Incm | -$12,301 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,857 | ExclusionAmt |
| Related Or Exempt Function Incm | -$12,301 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,556 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,114 | LegalFeesAmt |
| Net Investment Income | $7,586 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Timing issues on reportable income - 1099 to accounting | Desc |
| Amt | $225 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRW WEALTH MANAGEMENT | CategoryTxt |
| Amt | $10,643 | Amt |
| Net Investment Income | $10,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal | $120 | $120 |
| State Form PC | $35 | $35 |
Comments