HENRY CROFTON CLARKE MEMORIAL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HENRY CROFTON CLARKE MEMORIAL FOUNDATION INC (EIN 23-3019012)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202513169349103711
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T17:59:17-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232574246 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grim Biehn & Thatcher | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 South Sixth St | AddressLine1Txt |
| Address Line2 | PO Box 215 | AddressLine2Txt |
| City | Perkasie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189440215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233019012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Henry Crofton Clarke Memorial Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C Boyd Clarke | InCareOfNm |
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 2152576811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Boyd Clarke201 80th Ave North | AddressLine1Txt |
| City | Myrtle Beach | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29572 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C BOYD CLARKE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2152576811 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J PACI | PreparerPersonNm |
| PTIN | P00191609 | PTIN |
| Phone | 2152576811 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $332,092 | 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 |
| Dividends Rev And Expnss | $8,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,660 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,675 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,344 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,344 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,302 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,302 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $809 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $809 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $132 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,101 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,134 | CashBOYAmt |
| Cash EOY | $18,179 | CashEOYAmt |
| Cash EOYFMV | $18,179 | CashEOYFMVAmt |
| Corporate Stock BOY | $382,956 | CorporateStockBOYAmt |
| Corporate Stock EOY | $313,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $313,913 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $425,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $332,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $332,092 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $425,090 | CapitalStockBOYAmt |
| Capital Stock EOY | $332,092 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $425,090 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $332,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $425,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $332,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $425,090 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,901 | OtherIncreasesAmt |
| Subtotal | $332,092 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $332,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-07-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $150,660 | GrossSalesPriceAmt |
| Cost Or Other Basis | $128,985 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,675 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,675 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $391 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $391 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $52 | TotalPaymentsAndCreditsAmt |
| Tax Due | $339 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel J Paci | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2152576811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 South Sixth St | AddressLine1Txt |
| City | Perkasie | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18944 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| C BOYD CLARKE | ||||||||
| 201 80th Ave North | Myrtle Beach | SC | 29572 | President | 2.00 | $0 | $0 | $0 |
| MARGARET CLARKE | ||||||||
| 201 80th Ave North | Myrtle Beach | SC | 29572 | Secretary Treasurer | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $319,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,666 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $342,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $342,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $337,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,864 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,864 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $391 | TotalTaxAmt |
| Distributable Before Adj | $16,473 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,473 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,473 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $123,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,473 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $75,706 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,886 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,648 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,240 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,742 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $190,222 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,000 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,527 | RemainingDistriFromCorpusAmt |
| Total Corpus | $296,749 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $75,706 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $221,043 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,886 | ExcessFromYear4Amt |
| Excess From Year3 | $19,648 | ExcessFromYear3Amt |
| Excess From Year2 | $10,240 | ExcessFromYear2Amt |
| Excess From Year1 | $50,742 | ExcessFromYear1Amt |
| Excess From Current Year | $106,527 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C BOYD CLARKE | ContributingManagerNm |
| Contributing Manager | MARGARET A CLARKE | ContributingManagerNm |
| 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Third Church | ||||||
| 600 Forest Ave | Richmond | VA | 23229 | PC Public charity de | Operations | $70,000 |
| Intervarsity Christian Fellowship | ||||||
| 635 Science Dr | Madison | WI | 53711 | PC Public charity de | Operations | $3,000 |
| Focus | ||||||
| 5804 Grove Ave | Richmond | VA | 23226 | PC Public charity de | Operations | $5,000 |
| The Virginia Home | ||||||
| 1101 Hampton St | Richmond | VA | 23220 | PC Public charity de | Operations | $3,000 |
| Hope for our Sisters Inc | ||||||
| 15 Linclon St | Wakefield | MA | 01880 | PC Public charity de | Operations | $7,500 |
| Together for Tanzania | ||||||
| 2097 Willian Dance Hwy | Powhatan | VA | 23139 | PC Public charity de | Operations | $1,500 |
| Crossover Healthhcare Ministry | ||||||
| 8600 Quioccasin Rd | Richmond | VA | 23229 | PC Public charity de | Operations | $7,000 |
| Urban Hope Inc | ||||||
| PO Box 23171 | Richmond | VA | 23223 | PC Public charity de | Operations | $25,000 |
| Reclaim With Us | ||||||
| PO Box 630027 | Littleton | CO | 80163 | PC Public charity de | Operations | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,669 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,675 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,344 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,344 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $150,660 | GrossSalesPriceAmt |
| Basis | $128,985 | BasisAmt |
| Total Net | $21,675 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Publicly traded securities | StockNm |
| EOY Book Value | $313,913 | EOYBookValueAmt |
| EOYFMV | $313,913 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Grim Biehn Thatcher | CategoryTxt |
| Legal Fees | $1,302 | LegalFeesAmt |
| Net Investment Income | $1,302 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized gain or loss | Desc |
| Amt | $1,901 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Heartwood Wealth Advisors | CategoryTxt |
| Amt | $809 | Amt |
| Net Investment Income | $809 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign taxes | CategoryTxt |
| Amt | $132 | Amt |
| Net Investment Income | $132 | NetInvestmentIncomeAmt |