STEVE URVAN FOUNDATION FOR PHILANTHROPIC PURSUITS INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
STEVE URVAN FOUNDATION FOR PHILANTHROPIC PURSUITS INC (EIN 46-4365147)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202601319349103940
Schema version
2025v4.1
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)
Return2026-05-11T14:39:59-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454084437PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WARREN AVERETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13500 LENOX RD NE SUITE 1600AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30326ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464365147EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVE URVAN FOUNDATION FOR PHILANTHROPICBusinessNameLine1Txt
Business Name Line2PURSUITS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSTEVBusinessNameControlTxt
Phone7703961100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 386AddressLine1Txt
CityKENNESAWCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30156ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN LOKEYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7703961100PhoneNum
Signature2026-04-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLE ENTINGER CPAPreparerPersonNm
PTINP00146251PTIN
Phone7703961100PhoneNum
Preparation2026-04-02PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$483,423FMVAssetsEOYAmt
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$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,818DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,818DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,271NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$252,156GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,271CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$45,104TotalRevAndExpnssAmt
Total Net Invst Incm$45,104TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$185LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$185LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$372TaxesRevAndExpnssAmt
Taxes Net Invst Incm$372TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$572TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$387TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$185TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,729ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,729ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,301TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$387TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,914TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,197ExcessRevenueOverExpensesAmt
Net Investment Income$44,717NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,449SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,092SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,092SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$352,304CorporateStockBOYAmt
Corporate Stock EOY$344,464CorporateStockEOYAmt
Corporate Stock EOYFMV$472,331CorporateStockEOYFMVAmt
Total Assets BOY$358,753TotalAssetsBOYAmt
Total Assets EOY$355,556TotalAssetsEOYAmt
Total Assets EOYFMV$483,423TotalAssetsEOYFMVAmt
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$358,753RetainedEarningBOYAmt
Retained Earning EOY$355,556RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$358,753TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$355,556TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$358,753TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$355,556TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$358,753TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,197ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$355,556SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$355,556TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT-TERM INVESTMENTS$70,635$67,083$3,552$3,552
LONG-TERM INVESTMENTS$181,521$145,802$35,719$35,719
FieldValueIRS element (for citing)
Capital Gain Net Income$39,271CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$622InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$622SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$622TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Tax Due$631TaxDueAmt

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 StateNVOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWARREN AVERETT LLCIndividualWithBooksNm
Phone7703961100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16 CONCOURSE PARKWAY SUITE 600AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVE URVAN
7491 N FEDERAL HWY SUITE C5 PMB 379BOCA RATONFL334871658PRESIDENT1.00$0$0$0
SUSAN LOKEY
PO BOX 386KENNESAWGA30156TREASURER1.00$0$0$0
KIM VERSKA
710 TROWGATE COURTATLANTAGA30350SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$442,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,199AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$464,130TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$464,130AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,962CashDeemedCharitableAmt
Net Vl Noncharitable Assets$457,168NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,858MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,858MinimumInvestmentReturnAmt
Tax Based On Investment Income$622TaxBasedOnInvestmentIncomeAmt
Total Tax$622TotalTaxAmt
Distributable Before Adj$22,236DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,236DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,236DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,914ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$47,914QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,236DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$45,117ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,733ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$34,167ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,035ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$36,296ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$177,348TotalExcessDistributionCyovAmt
Qualifying Distributions$47,914QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,236AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,678RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$203,026TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$45,117ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$157,909ExcessDistriCyovToNextYrAmt
Excess From Year4$29,733ExcessFromYear4Amt
Excess From Year3$34,167ExcessFromYear3Amt
Excess From Year2$32,035ExcessFromYear2Amt
Excess From Year1$36,296ExcessFromYear1Amt
Excess From Current Year$25,678ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WHITE COUNTY UNITED WAY
HELEN HWYCLEVELANDGA30528N/APCTO PROVIDE A WIDE RANGE OF HUMAN SERVICES DIRECTLY TO THE RESIDENTS OF WHITE COUNTY$15,000
EAGLE RANCH
5500 UNION CHURCH RDFLOWERY BRANCHGA30542N/APCTO MAKE LIFE BETTER FOR CHILDREN & THEIR FAMILIES, POSITIVELY IMPACTING COMMUNITIES FOR GOD$10,000
EDMONDSON TELFORD CENTER FOR CHILDREN
603 WASHINGTON ST SWGAINESVILLEGA30501N/APCTO REDUCE THE SECONDARY TRAUMA ASSOCIATED WITH CHILD ABUSE$6,000
LAKEVIEW ATHLETIC CLUB SCHOLARSHIP FOUNDATION
28400 RUEHLE STST CLR SHORESMI48081N/APOFGENERAL CONTRIBUTION$5,000
ALEXANDER-THARPE FUND
150 BOBBY DODD WAY NWATLANTAGA303320455N/APCTO SUPPORT STUDENT-ATHLETES$4,729
MUSTANG AND WILD HORSE RESCUE OF GEORGIA
245 SETTINDOWN COURTROSWELLGA30075N/APCTO PROVIDE A PROGRAM FOR WILD HORSES$2,500
CHARLES-SMITHGALL HUMANE SOCIETY
4823 HWY 75NSAUTEE NACOOCHEEGA30571N/APCTO SHELTER AND FIND SAFE HOMES FOR UNWANTED, NEGLECTED, ABANDONED AND ABUSED ANIMALS; TO REDUCE PET OVERPOPULATION, CRUELTY AND NEGLECT; TO TEACH AND ENCOURAGE RESPONSIBLE PET OWNERSHIP; AND TO ADVOCATE ANIMAL WELFARE.$2,500
AMERICAN CANCER SOCIETY RELAY FOR LIFE
250 WILLIAMS STREET NWATLANTAGA30303N/APCGENERAL CONTRIBUTION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,729TotalGrantOrContriPdDurYrAmt
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$15ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,818ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,271ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$45,104ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,104TotalIncomeProducingActyAmt

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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNEVADA DOES NOT REQUIRE PRIVATE FOUNDATIONS TO FILE THE FORM 990-PF WITH THE ATTORNEY GENERAL.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBALENTINE INVESTMENTSStockNm
EOY Book Value$344,464EOYBookValueAmt
EOYFMV$472,331EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$185LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$185DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$15NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DEPARTMENT OF THE TREASURY$180$180$0
FOREIGN TAXES PAID$192$192$0

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