WRIGHT-HAGER FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WRIGHT-HAGER FOUNDATION INC (EIN 22-3736451)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202611329349104211
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)
Return2026-05-12T13:13:46-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463729406PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mahon McKenzie & Colson CPAs LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12444 Highway 34AddressLine1Txt
CityManasquanCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223736451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WRIGHT-HAGER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWRIGBusinessNameControlTxt
Phone7327228777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O R MAHON 2444 HIGHWAY 34 SUITE CAddressLine1Txt
CityMANASQUANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN H WESTPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD W MAHON CPAPreparerPersonNm
PTINP00365493PTIN
Phone7327228777PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,420,560FMVAssetsEOYAmt
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$59,353InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$59,353InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$59,353InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$78,346DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,346DividendsNetInvstIncmAmt
Dividends Adj Net Incm$78,346DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$280,578NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,936,222GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$281,521CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$262,421NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$279OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$279OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$418,556TotalRevAndExpnssAmt
Total Net Invst Incm$419,499TotalNetInvstIncmAmt
Total Adj Net Incm$400,120TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$6,590AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$6,590AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10,492TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,492TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$39,240OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$39,081OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$159OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$56,322TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,573TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,749TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$190,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$190,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$247,022TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,573TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$197,449TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$171,534ExcessRevenueOverExpensesAmt
Net Investment Income$369,926NetInvestmentIncomeAmt
Adjusted Net Income$400,120AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$31,597SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,391SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,391SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,508,999CorporateStockBOYAmt
Corporate Stock EOY$2,591,166CorporateStockEOYAmt
Corporate Stock EOYFMV$3,239,104CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,038,496CorporateBondsBOYAmt
Corporate Bonds EOY$1,109,375CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,155,065CorporateBondsEOYFMVAmt
Total Assets BOY$3,579,092TotalAssetsBOYAmt
Total Assets EOY$3,726,932TotalAssetsEOYAmt
Total Assets EOYFMV$4,420,560TotalAssetsEOYFMVAmt
Deferred Revenue EOY$382DeferredRevenueEOYAmt
Total Liabilities EOY$382TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,579,092NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,726,550NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,579,092TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,726,550TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,579,092TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,726,932TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,579,092TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$171,534ExcessRevenueOverExpensesAmt
Subtotal$3,750,626SubtotalAmt
Other Decreases$24,076OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,726,550TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
MORGAN STANLEY A/C # 433103918211P$411,039$450,349-$39,310-$39,310
MORGAN STANLEY A/C # 433103918211P$1,118,870$823,836$295,034$295,034
MORGAN STANLEY A/C # 433143684211P$107,991$106,636$1,355$1,355
MORGAN STANLEY A/C # 433143684211P$56,216$52,529$3,687$3,687
MORGAN STANLEY A/C # 433103917211P$24,996$24,945$51$51
MORGAN STANLEY A/C # 433103917211P$167,197$166,536$661$661
404SH UNITED PARCEL SERVICEP$49,913$30,813$19,100$19,1002012-06-132025-01-10
Wash Sale$943
FieldValueIRS element (for citing)
Capital Gain Net Income$281,521CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$262,421NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,142InvestmentIncomeExciseTaxAmt
Subtotal$5,142SubtotalAmt
Tax Based On Investment Income$5,142TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,500TotalPaymentsAndCreditsAmt
Overpayment$1,358OverpaymentAmt
Applied To ES Tax$1,358AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN H WESTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7329967553PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MMCE 2444 HIGHWAY 34 STE CAddressLine1Txt
CityMANASQUANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08736ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOHN OLANDER
1110 BENEDICT STPOINT PLEASANTNJ08742Director0.00$0
MICHAEL J WEBB
165 SUNLIGHT DRIVEDILLONCO80435Director0.00$0
SUSAN H WEST
16050 WEST BAY DR 153JUPITERFL33477President0.00$0
ROBERT B WEST
16050 WEST BAY DR 153JUPITERFL33477Treasurer0.00$0
AMY S HOCHREITER
29 LYME ROADHANOVERNH03755Director0.00$0
LAURIE HAGER
208 STONE RIDGE DRDOVERDE19901Director0.00$0
JUSTIN HAGER
2520 ALLENWOOD-LAKEWOOD ROADHOWELLNJ07731Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,229,472AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,994AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,258,466TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,258,466AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,877CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,194,589NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,729MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,729MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,142TaxBasedOnInvestmentIncomeAmt
Total Tax$5,142TotalTaxAmt
Distributable Before Adj$204,587DistributableBeforeAdjAmt
Distributable Before Ded$204,587DistributableBeforeDedAmt
Distributable As Adjusted$204,587DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$197,449ExpensesAndContributionsAmt
Qualifying Distributions$197,449QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$204,587DistributableAsAdjustedAmt
Undistributed Income PY$190,431UndistributedIncomePYAmt
Qualifying Distributions$197,449QualifyingDistributionsAmt
Applied To Year1$190,431AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,018AppliedToCurrentYearAmt
Undistributed Income CY$197,569UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN H WESTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line116050 WEST BAY DR 153AddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7322231177RecipientPhoneNum
Form And Info And MaterialsIN WRITING ON ORGANIZATION'S LETTERHEADFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STEP OF FAITH MINISTRY
PO BOX 805BRICKNJ08723NONEPCGENERAL SUPPORT$20,000
FOOD BANK OF DELAWARE
1041 MATTLIND WAYMILFORDDE19963NONEPC1/2 TO BACKPACK PROGRAM$10,000
THE UPPER VALLEY HAVEN
713 HARTFORD AVENUEWHITE RIVER JUNCTIONVT05001NONEPCFOOD SHELF$25,000
HOWELL POLICE ATHLETIC LEAGUE
PO BOX 713HOWELLNJ07731NONEPCGENERAL SUPPORT$5,000
ASLAN YOUTH MINISTRIES
255 HARDING ROADRED BANKNJ07701NONEPCGENERAL SUPPORT$5,000
EDNA W RUNNER TUTORIAL CENTER
7187 CHURCH STREETJUPITERFL33458NONEPCGENERAL SUPPORT$10,000
UPPER VALLEY HUMANE SOCIETY
300 OLD ROUTE 10ENFIELDNH03748NONEPCGENERAL SUPPORT$7,500
THE HANOVER IMPROVEMENT SOCIETY
PO BOX 106HANOVERNH03755NONEPCGENERAL SUPPORT$11,000
ALLAIRE COMMUNITY FARM
2840 ALLAIRE ROADWALLNJ07719NONEPCGENERAL SUPPORT$7,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NONEPCGENERAL SUPPORT$7,500
CODE PURPLE KENT COUNTY
1235 E DIVISION STREETDOVERDE19901NONEPCGENERAL SUPPORT$6,000
PROTECT OUR WINTERS
4676 BROADWAY STREETBOULDERCO80304NONEPCGENERAL SUPPORT$5,000
FULFILL
330 ROUTE 66NEPTUNENJ07753NONEPCGENERAL SUPORT$11,000
KOMEN SOUTH FL
1309 N FLAGLER DR 5WEST PALM BEACHFL33401NONEPCGENERAL SUPPORT$200
FIRST NATIONS DEVELOPMENT INST
2432 MAIN ST 2ND FLOORLONGMONTCO80501NONEPCGENERAL SUPPORT$5,000
LA PUENTA HOME INC
PO BOX 1235ALAMOSACO81101NONEPCFOOD BANK NETWORK OF SAN LUIS VALLEY$8,000
AMERICAN WHITEWATER
PO BOX 1540CULLOWHEENC28723NONEPCGENERAL SUPPORT$5,000
THE WATERWHEEL FOUNDATION
PO BOX 4400BURLINGTONVT05406NONEPCGENERAL SUPPORT$7,500
SURFERS HEALING
PO BOX 1267SAN JUAN CAPISTRANOCA92693NONEPCGENERAL SUPPORT$5,000
SPINA BIFIDA ASSOCIATION
1600 WILSON BLVDARLINGTONVA22209NONEPCGENERAL SUPPORT$5,000
TRUST FOR PUBLIC LAND
PO BOX 889336LOS ANGELESCA90088NONEPCGENERAL SUPPORT$5,000
KINDNESS ACTIVIST
203 S FILLMORE STARLINGTONVA22204NONEPCGENERAL SUPPORT$5,000
MOOSILAUKE VISIONS
1410 LIME KILN RDPIKENH03780NONEPCGENERAL SUPPORT$10,000
RMS PHYSICAL EDUCATION
63 LYME RDHANOVERNH03755GOVGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$190,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,353ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,346ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$280,578ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENTDesc
Exclusion14ExclusionCd
Exclusion$279ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$418,556ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$418,556TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,590Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,590DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTSDesc
Amt$24,076Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$38,554$38,554
MISCELLANEOUS$527$527
NJ ANNUAL REPORT$30$30
OFFICE EXPENSE$129$129

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCLASS ACTION SETTLEMENTDesc
Revenue And Expenses Per Books$279RevenueAndExpensesPerBooksAmt
Net Investment Income$279NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$10,490$10,490
FOREIGN TAXES$2$2

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