CHARLES DICROCE FAM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES DICROCE FAM FOUNDATION (EIN 04-6974299)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349101558
- Schema version
- 2014v5.0
- 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
- Expln Of Non Filing With AG Stmt
- 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 | 2015-11-11T21:29:26-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN CLASBY & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CUMMINGS CENTER SUITE 238C | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046974299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES DICROCE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5617467819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19850 BEACH ROAD UNIT 4A | AddressLine1Txt |
| City | TEQUESTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33469 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES DICROCE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5617467819 | PhoneNum |
| Signature | 2015-10-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparation | 2015-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $585,127 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,256 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,256 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,635 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,891 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,256 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $368 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,891 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,256 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,683 | CashBOYAmt |
| Cash EOY | $3,998 | CashEOYAmt |
| Cash EOYFMV | $3,998 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,721 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,420 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $352,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $351,844 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $351,844 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $172,960 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $176,865 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $176,865 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $571,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $585,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $585,127 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $571,119 | UnrestrictedBOYAmt |
| Unrestricted EOY | $585,127 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $571,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $585,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $571,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $585,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $571,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,838 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,170 | OtherIncreasesAmt |
| Subtotal | $585,127 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $585,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,635 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,930 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $3,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $492,500 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.006904 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $313,230 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062255 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $298,455 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058635 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $370,791 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049893 | DistributionYr5Rt |
| Total Distribution | 0.177687 | TotalDistributionRt |
| Average Distribution | 0.044422 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $259 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $259 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,650 | 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 | $259 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $259 | SubtotalAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $259 | 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 |
| Form990 PF Filed With Atty Gen | false | 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 |
| Individual With Books | CHARLES DICROCE | IndividualWithBooksNm |
| Phone | 5617167819 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19850 BEACH ROAD UNIT 4A | AddressLine1Txt |
| City | TEQUESTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33469 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES DICROCE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19850 BEACH ROAD UNIT 4A | AddressLine1Txt |
| City | TEQUESTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33469 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THIS ORGANIZATION DISTRIBUTES GRANTS TO 501(C)(3) ORGANIZATIONS. DURING 2014, THESE GRANTS TOTALLED 14,650 TO DIFFERENT ORGANIZATIONS. | Description1Txt |
| Expenses1 | $14,650 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $259 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $259 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,391 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $173 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,837 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,111 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $13,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,650 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $14,650 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,971 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $173 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,837 | ExcessFromYear4Amt |
| Excess From Year3 | $4,111 | ExcessFromYear3Amt |
| Excess From Year1 | $13,200 | ExcessFromYear1Amt |
| Excess From Current Year | $14,650 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MERRIMACK COLLEGE | |||||||
| ROUTE 114 | ANDOVER | MA | 01919 | NONE | 501(C)(3) | GRANTS | $10,000 |
| THE JOEY FUND | |||||||
| BOSTON | BOSTON | MA | 02110 | NONE | 501(C)(3) | MADE | $1,000 |
| CATHOLIC CHARITIES | |||||||
| MARGIN STREET | PEABODY | MA | 01960 | NONE | 501(C)(3) | TO | $500 |
| GREAT RIVER CHRISTIAN SCHOOL | |||||||
| HARRISON AVE | BURLINGTON | IA | 52601 | NONE | 501(C)(3) | FURTHER | $400 |
| JUPITER MEDICAL CTR FOUNDATION | |||||||
| JUNIPER | JUNIPER | FL | 33469 | NONE | 501(C)(3) | THEIR | $2,000 |
| ST JUDE CHILDRENS HOSPITAL | |||||||
| 313 WASHINGTON ST | NEWTON | MA | 02458 | NONE | 501(C)(3) | CHARITABLE | $250 |
| JERRY BASS SCHOLARSHIP FUND | |||||||
| 331 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | 501(C)(3) | PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,891 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FOUNDATION IS LOCATED IN FLORIDA AND THERE IS NO FILING REQUIREMENT | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $176,865 | EOYBookValueAmt |
| EOYFMV | $176,865 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $351,844 | EOYBookValueAmt |
| EOYFMV | $351,844 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| FEES | $35 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS IN INVESTMENTS | Desc |
| Amt | $3,170 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORIEGN TAXES PAID ON INVESTMENT | CategoryTxt |
| Amt | $368 | Amt |