MARTIN R LUECK AND MALLORY K MULLINS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MARTIN R LUECK AND MALLORY K MULLINS FAMILY FOUNDATION (EIN 46-4218507)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-19
IRS object ID
202513239349100721
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)
Return2025-11-19T22:10:18-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464218507EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Martin R Lueck and Mallory K Mullins FamilyBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMARTBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN LUECKPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-11-19SignatureDt
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 PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$304,918FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$522InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$522InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,602DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,602DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,942NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$49,159GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,111CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,066TotalRevAndExpnssAmt
Total Net Invst Incm$36,235TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,419OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,419OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$313TaxesRevAndExpnssAmt
Taxes Net Invst Incm$13TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$5,270OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,214OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,002TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,488TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,214TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,002TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,488TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,214TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,936ExcessRevenueOverExpensesAmt
Net Investment Income$30,747NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27,919SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,218SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,218SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$152,963CorporateStockBOYAmt
Corporate Stock EOY$134,728CorporateStockEOYAmt
Corporate Stock EOYFMV$266,700CorporateStockEOYFMVAmt
Total Assets BOY$180,882TotalAssetsBOYAmt
Total Assets EOY$172,946TotalAssetsEOYAmt
Total Assets EOYFMV$304,918TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$180,882RetainedEarningBOYAmt
Retained Earning EOY$172,946RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$180,882TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$172,946TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$180,882TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$172,946TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$180,882TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,936ExcessRevenueOverExpensesAmt
Subtotal$172,946SubtotalAmt
Tot Net Ast Or Fund Balances EOY$172,946TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$49,159GrossSalesPriceAmt
Cost Or Other Basis$17,048CostOrOtherBasisAmt
Gain Or Loss$32,111GainOrLossAmt
Gains Minus Excess Or Losses$32,111GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$32,111CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$427InvestmentIncomeExciseTaxAmt
Subtotal$427SubtotalAmt
Tax Based On Investment Income$427TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$26EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$526TotalPaymentsAndCreditsAmt
Overpayment$99OverpaymentAmt
Applied To ES Tax$99AppliedToESTaxAmt

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 LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Colin J Lueck
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Lizabeth C Lueck
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Martin R Lueck
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Trenton H Lueck
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Mallory K Mullins
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec, Treas1.0$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$281,323AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,168AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$300,491TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$300,491AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,507CashDeemedCharitableAmt
Net Vl Noncharitable Assets$295,984NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,799MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,799MinimumInvestmentReturnAmt
Tax Based On Investment Income$427TaxBasedOnInvestmentIncomeAmt
Total Tax$427TotalTaxAmt
Distributable Before Adj$14,372DistributableBeforeAdjAmt
Distributable Before Ded$14,372DistributableBeforeDedAmt
Distributable As Adjusted$14,372DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,214ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$27,214QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,372DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$15,850ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$61,366ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$79,219ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,614ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$65,388ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$228,437TotalExcessDistributionCyovAmt
Qualifying Distributions$27,214QualifyingDistributionsAmt
Applied To Current Year$14,372AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,842RemainingDistriFromCorpusAmt
Total Corpus$241,279TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,850ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$225,429ExcessDistriCyovToNextYrAmt
Excess From Year4$61,366ExcessFromYear4Amt
Excess From Year3$79,219ExcessFromYear3Amt
Excess From Year2$6,614ExcessFromYear2Amt
Excess From Year1$65,388ExcessFromYear1Amt
Excess From Current Year$12,842ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMallory K MullinsContributingManagerNm
Contributing ManagerMartin R LueckContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HUNTERS HARVEST
5911 OLD WELL HOUSE RDCHARLOTTENC28226N/APCGeneral & Unrestricted$1,000
MINNESOTA ORCHESTRAL ASSOCIATION
1111 NICOLLET MALLMINNEAPOLISMN55403N/APCGeneral & Unrestricted$10,000
MINNESOTA ORCHESTRAL ASSOCIATION
1111 NICOLLET MALLMINNEAPOLISMN55403N/APCGuarantee Fund FY/24$10,000
PHEASANTS FOREVER INC
1783 BUERKLE CIRSAINT PAULMN55110N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,000TotalGrantOrContriPdDurYrAmt

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$522ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,602ExclusionAmt
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$20,942ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,066ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,066TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$26,874$45,828
CHECK POINT SOFTWARE TECHNOLOG$2,041$3,921
CHEVRON CORP$1,145$1,448
CONSTELLATION BRANDS INC$4,039$7,514
CSX CORP$3,409$11,198
ECOLAB INC$2,865$4,218
EDISON INTL$3,675$4,950
FORTREA HOLDINGS INC$352$242
GE VERNOVA$343$1,645
GENERAL ELECTRIC CO$1,363$3,336
HORMEL FOODS CP$2,024$2,823
ILLINOIS TOOL WORKS$1,126$2,282
INVESCO QQQ TRUST$14,303$28,629
ISHARE DJ FN SRV CMP$211$545
ISHARES MSCI EMERGING MARKETS$2,361$2,384
ISHARES S&P 500 INDEX FD$14,133$24,136
ISHARES US AEROSPACE AND DEFEN$910$1,744
JOHNSON & JOHNSON$2,300$3,616
JP MORGAN CHASE$4,613$7,910
KONINKLIJKE AHOLD DELHAIZE NV$1,296$2,021
LABCORP HLDGS INC (LABORATORY$1,999$2,981
LOCKHEED MARTIN CORP$2,782$3,402
LYONDELLBASELL INDUSTRIES NV$1,754$1,485
MCDONALD'S CORP$2,157$4,058
MERCK & CO INC$4,541$6,864
MICROSOFT CORP$4,612$5,901
NEXTERA ENERGY, INC$1,999$2,437
ORACLE CORP$2,294$10,332
PALO ALTO NETWORKS INC$6,099$29,841
PENTAIR INC. COM$1,250$1,510
PROCTER GAMBLE CO$1,179$2,347
PROSHARES S&P 500 DIVIDEND ARI$2,696$3,683
RAYTHEON TECHNOLOGIES CORP$1,786$3,124
STRYKER CORPORATION$1,523$5,761
THERMO FISHER SCIENTIFIC INC$2,588$4,162
UNITEDHEALTH GROUP INC$5,452$17,199
WISDOMTREE MIDCAP DIVIDEND F$634$1,223

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$5,189$5,189
Bank Charges$56$56
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$5,419Amt
Net Investment Income$5,419NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Extension for 2023$300
Foreign Tax Paid$13$13

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