FLAHERTY FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FLAHERTY FAMILY FOUNDATION (EIN 20-8107248)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202523149349103272
Schema version
2024v5.2
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)
Return2025-11-10T18:01:23-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 Union Street Suite 2300AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208107248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Flaherty Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SUE FLAHERTYInCareOfNm
Business Name ControlFLAHBusinessNameControlTxt
Phone2067744400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POBox 1773AddressLine1Txt
CityElk GroveCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95759ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIM FLAHERTYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2067744400PhoneNum
Signature2025-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott JaegerPreparerPersonNm
PTINP00520611PTIN
Phone2063827777PhoneNum
Preparation2025-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,521,986FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,190,141ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$49,517InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49,517InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,113DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,113DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,135NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,135GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,135CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$88,751OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$88,751OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,359,657TotalRevAndExpnssAmt
Total Net Invst Incm$169,516TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,625AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,625AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,702TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,702TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$62,919OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$62,919OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$70,871TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$68,246TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,625TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,871TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$68,246TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$5,625TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,285,786ExcessRevenueOverExpensesAmt
Net Investment Income$101,270NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,733CashBOYAmt
Cash EOY$2,094CashEOYAmt
Cash EOYFMV$2,094CashEOYFMVAmt
Other Investments BOY$1,469,975OtherInvestmentsBOYAmt
Other Investments EOY$5,756,362OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,519,892OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,472,708TotalAssetsBOYAmt
Total Assets EOY$5,758,456TotalAssetsEOYAmt
Total Assets EOYFMV$1,521,986TotalAssetsEOYFMVAmt
Accounts Payable BOY$682AccountsPayableBOYAmt
Accounts Payable EOY$686AccountsPayableEOYAmt
Total Liabilities BOY$682TotalLiabilitiesBOYAmt
Total Liabilities EOY$686TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,472,026RetainedEarningBOYAmt
Retained Earning EOY$5,757,770RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,472,026TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,757,770TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,472,708TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,758,456TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,472,026TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,285,786ExcessRevenueOverExpensesAmt
Subtotal$5,757,812SubtotalAmt
Other Decreases$42OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,757,770TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FROM PASSTHROUGHP2024-01-012024-12-31$1,597$1,597$1,597
FROM PASSTHROUGHP2023-01-012024-12-31$11,487$11,487$11,487
FieldValueIRS element (for citing)
Capital Gain Net Income$13,135CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,408InvestmentIncomeExciseTaxAmt
Subtotal$1,408SubtotalAmt
Tax Based On Investment Income$1,408TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$42EsPenaltyAmt
Tax Due$1,450TaxDueAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUE FLAHERTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9164259900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1773AddressLine1Txt
CityElk GroveCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95759ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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
TIM FLAHERTY
PO BOX 1773Elk GroveCA95759DIRECTOR/PRESIDENT0$0$0$0
SUE FLAHERTY
PO BOX 1773Elk GroveCA95759TREASURER0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,542AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,028,113FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,030,655TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,030,655AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,460CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,015,195NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,760MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,760MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,408TaxBasedOnInvestmentIncomeAmt
Total Tax$1,408TotalTaxAmt
Distributable Before Adj$49,352DistributableBeforeAdjAmt
Distributable Before Ded$49,352DistributableBeforeDedAmt
Distributable As Adjusted$49,352DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,625ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$5,625QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,352DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$480TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$249,365ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$249,365TotalExcessDistributionCyovAmt
Qualifying Distributions$5,625QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$5,625AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$43,727ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$43,727ExcessDistributionCyovAppCYAmt
Total Corpus$205,638TotalCorpusAmt
Prior Year Undistributed Incm$480PriorYearUndistributedIncmAmt
Taxable1$480Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$205,638ExcessDistriCyovToNextYrAmt
Excess From Year2$205,638ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Aspen Jr Golf
39551 Co-82AspenCO81611N/AGENERAL SUPPORT$2,000
The Danielle Project
10802 N Scottsdale RdScottsdaleAZ85254N/AGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,517ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,113ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,135ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
ORDINARY BUSINESS INCOME/LOSS14$3,063
OTHER INCOME FROM PASSTHROUGH14$85,835
ROYALTY INCOME FROM PASSTHROUGH15$150
RENTAL INCOME FROM PASSTHROUGH16-$297

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$169,516ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$169,516TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
TIMOTHY FLAHERTY
1PO BOX 1773ELK GROVECA95759$10,000Yes (X)
TIMOTHY FLAHERTY
2PO BOX 1773ELK GROVECA95759$3,513,473Yes (X)
RONY SEIKALY
3PO BOX 1773ELK GROVECA95759$333,334Yes (X)
PAIGE LARKIN
4PO BOX 1773ELK GROVECA95759$333,334Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
23,513,473 Shares of Redwood Scientific Inc Stock$3,513,4732024-04-25
3333,334 Shares of Redwood Scientific Inc Stock$333,3342024-04-24
4333,334 Shares of Redwood Scientific Inc Stock$333,3342024-04-25

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,250Amt
Net Investment Income$2,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,625DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
REDWOOD SCIENTIFIC (RSCI)AT COST$4,180,141$433,063
THE NEWPORT GROUPAT COST$99,666$99,666
SILVER CREEK DFP FUNDAT COST$1,473,410$938,544
EKLEKTIKOS MASTER FUND LIQUIDAAT COST$2,317$25,192
EKLEKTIKOS MASTER FUND LIQUIDAAT COST$828$23,427

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$42Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDEDUCTIBLE EXPENSES$31$31
OTHER DEDUCTIONS$11,289$11,289
INVESTMENT INTEREST EXPENSES$51,599$51,599

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ORDINARY BUSINESS INCOME/LOSS FROM PASSTHROUGH$3,063$3,063
OTHER INCOME FROM PASSTHROUGH$85,835$85,835
ROYALTY INCOME FROM PASSTHROUGH$150$150
RENTAL INCOME FROM PASSTHROUGH-$297-$297

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$277$277
FEDERAL INCOME TAXES$2,425$2,425

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