KEITH V KIERNAN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KEITH V KIERNAN FOUNDATION (EIN 26-0856008)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202523219349107917
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)
Return2025-11-17T17:39:58-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561313870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS SCARBOROUGH GRAY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 14008AddressLine1Txt
CityNEW BERNCityNm
State AbbreviationNCStateAbbreviationCd
ZIP285614008ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260856008EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEITH V KIERNAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKEITBusinessNameControlTxt
Phone4432626600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12303 OAKVIEW DRAddressLine1Txt
CityNEW BERNCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28562ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAMY M OWSLEYPersonNm
Person TitleDIRECTOR, PRESIDENT, SECRETARYPersonTitleTxt
Phone4322626600PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW RANDALL GRAY CPAPreparerPersonNm
PTINP00005976PTIN
Phone2526384000PhoneNum
Self EmployedYes (X)SelfEmployedInd
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$21,494,255FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$34,951InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34,951InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$340,692DividendsRevAndExpnssAmt
Dividends Net Invst Incm$340,692DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,764,352NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,066,678GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,764,352CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,139,995TotalRevAndExpnssAmt
Total Net Invst Incm$2,139,995TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$160,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$16,050CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$144,450CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$200,644OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$199,879OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$765OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,080TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,030TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$11,050TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$763DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$385,987TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$220,959TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$164,265TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$960,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$960,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,345,987TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$220,959TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,124,265TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$794,008ExcessRevenueOverExpensesAmt
Net Investment Income$1,919,036NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,853CashBOYAmt
Cash EOY$16,002CashEOYAmt
Cash EOYFMV$16,002CashEOYFMVAmt
Sav And Temp Cash Invst BOY$351,113SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$348,841SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$348,841SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$18,916,259CorporateStockBOYAmt
Corporate Stock EOY$19,714,153CorporateStockEOYAmt
Corporate Stock EOYFMV$21,128,840CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,815LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,243LandBldgEquipAccumDeprecAmt
Land BOY$1,335LandBOYAmt
Land EOY$572LandEOYAmt
Land EOYFMV$572LandEOYFMVAmt
Total Assets BOY$19,285,560TotalAssetsBOYAmt
Total Assets EOY$20,079,568TotalAssetsEOYAmt
Total Assets EOYFMV$21,494,255TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$19,285,560RetainedEarningBOYAmt
Retained Earning EOY$20,079,568RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$19,285,560TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,079,568TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,285,560TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,079,568TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,285,560TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$794,008ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$20,079,568SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,079,568TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING LLCP$405,069$387,532$17,537$17,537
PERSHING LLCP$3,063,216$2,659,289$403,927$403,927
PERSHING LLCP$1,570,021$1,255,505$314,516$314,516
CAPITAL GAINS DIVIDENDSP$1,028,372$1,028,372$1,028,372
FieldValueIRS element (for citing)
Capital Gain Net Income$1,764,352CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$26,675InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$26,675SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$26,675TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,635EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,635TotalPaymentsAndCreditsAmt
Es Penalty$34EsPenaltyAmt
Tax Due$21,074TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAMY MARIE OWSLEYIndividualWithBooksNm
Phone4432626600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12303 OAKVIEW DRAddressLine1Txt
CityNEW BERNCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28562ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonAMY MARIE OWSLEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12303 OAKVIEW DRAddressLine1Txt
CityNEW BERNCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28562ZIPCd
FieldValueIRS element (for citing)
TitleDIR, PRES, SECTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$160,500CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTVILLE FINANCIAL GROUPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1350 MAIN RD STE 204AddressLine1Txt
CityMONTVILLECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07045ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MGTServiceTypeTxt
Compensation$199,794CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,108,588AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,199,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,307,645TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,307,645AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$319,615CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,988,030NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,049,402MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,049,402MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,675TaxBasedOnInvestmentIncomeAmt
Total Tax$26,675TotalTaxAmt
Distributable Before Adj$1,022,727DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,022,727DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,022,727DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,124,265ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,124,265QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,022,727DistributableAsAdjustedAmt
Undistributed Income PY$917,176UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,124,265QualifyingDistributionsAmt
Applied To Year1$917,176AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$207,089AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$815,638UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE MALALA FUND
PO BOX 70280PHILADELPHIAPA19176N/APUBLIC CHARITYGENERAL & UNRESTRICTED$30,000
THE BAIL PROJECT
PO BOX 102592PASADENACA91189N/APUBLIC CHARITYGENERAL & UNRESTRICTED$30,000
DOCTORS WITHOUT BORDERS
46 RECTOR ST 16TH FLOORNEW YORKNY10006N/APUBLIC CHARITYNUTRITION PROGRAMS$95,000
GRAMEEN FOUNDATION
1101 15TH ST NW 3RD FLOORWASHINGTONDC20005N/APUBLIC CHARITYWOMEN FINANCIAL INCLUSION PROJECT IN WEST NILE REGION (UGANDA)$75,000
HABITAT FOR HUMANITY
121 HABITAT STAMERICUSGA31709N/APUBLIC CHARITYMICROBUILD FUND 2$75,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMI56007N/APUBLIC CHARITYEARLY CHILDHOOD DEVELOPMENT PROJECT$105,000
OPPORTUNITY INTERNATIONAL
550 WEST VAN VUREN STE 200CHICAGOIL60607N/APUBLIC CHARITYEDUCATION FINANCE TABLETS$105,000
SAVE THE CHILDREN
501 KINGS HWY E 400FAIRFIELDCT06825N/APUBLIC CHARITYCHILDREN'S EMERGENCY FUND AND HURRICANE RELIEF EFFORTS$30,000
WORLD CENTRAL KITCHEN
PO BOX 96538WASHINGTONDC20090N/APUBLIC CHARITYGENERAL & UNRESTRICTED$30,000
UNITED NATIONS FOUNDATION INC
1750 PENNSYLVANIA AVE NW STE 300WASHINGTONDC20006N/APUBLIC CHARITYGIRL-UP PROGRAM IN AFRICA$50,000
UNIVERSITY OF NEBRASKA FOUNDATION
1010 LINCOLN MALL STE 300LINCOLNNE68508N/APUBLIC CHARITYKEITH V. KIERNAN SCHOLARSHIP FUND$80,000
WATERORG
117 W 20TH STKANSAS CITYMO64108N/APUBLIC CHARITYEXPANDING WATE AND SANITATION ACCESS PROJECT IN PERU$75,000
SANERGY
PO BOX 550288ATLANTAGA30355N/APUBLIC CHARITYGENERAL & UNRESTRICTED$30,000
BERGEN FAMILY CENTER
44 ARMORY STENGLEWOODNJ07631N/APUBLIC CHARITYGENERAL & UNRESTRICTED$55,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON STBALTIMOREMD21201N/APUBLIC CHARITYEMERGENCY RESPONSE SUDAN & GLOBAL FUND FOOD CRISIS$95,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$960,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,951ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$340,692ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,764,352ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,139,995ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,139,995TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX & ACCOUNTINGCategoryTxt
Amt$8,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,000DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyCOMPUTER - MACBOOKPropertyDesc
Acquired2020-09-28AcquiredDt
Cost Or Other Basis$3,815CostOrOtherBasisAmt
Prior Year Depreciation$2,480PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Life5.000000000000LifeRt
Current Year Expense$763CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - STOCKSStockNm
EOY Book Value$19,714,153EOYBookValueAmt
EOYFMV$21,128,840EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemCOMPUTER - MACBOOKCategoryOrItemTxt
Cost Or Other Basis$3,815CostOrOtherBasisAmt
Accumulated Depreciation$3,243AccumulatedDepreciationAmt
Book Value$572BookValueAmt
EOYFMV$572EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MGT SERVICES$199,794$199,794$0
COMPENSATION SURVEY$850$85$765

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$12,278$1,228$11,050
FOREIGN TAX PAID$3,802$3,802$0

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