SUZANNE BENNETT CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUZANNE BENNETT CHARITABLE FOUNDATION INC (EIN 46-1192399)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202631279349102043
- 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
- Form 990-PF
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T11:10:27-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043403268 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cody Cody & McCarthy LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pine Hill Drive Suite 501 | AddressLine1Txt |
| City | Quincy | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461192399 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZANNE BENNETT CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUZA | BusinessNameControlTxt |
| Phone | 6174725151 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CodyCodyMcCarthy1 Pine Hill 501 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T CODY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael T Cody | PreparerPersonNm |
| PTIN | P01300962 | PTIN |
| Phone | 6174725151 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $647,854 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $17,845 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,845 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,845 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,611 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,842 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,611 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,462 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,851 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $16,888 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,791 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,939 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $546 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $32,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,186 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,851 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,547 | CashBOYAmt |
| Cash EOY | $32,518 | CashEOYAmt |
| Cash EOYFMV | $32,518 | CashEOYFMVAmt |
| Other Investments BOY | $512,031 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $470,680 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $615,336 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $526,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $503,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $647,854 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $526,578 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $501,198 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $526,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $501,198 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $526,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $503,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $526,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,380 | ExcessRevenueOverExpensesAmt |
| Subtotal | $501,198 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $501,198 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Schwab #5601-4271 S/T | P | 2025-01-01 | 2025-12-31 | $83,440 | $86,211 | -$2,771 | -$2,771 |
| Schwab #5601-4271 L/T | P | 2024-01-01 | 2025-12-31 | $196,545 | $175,020 | $21,525 | $21,525 |
| Capital Gain Dividends | $1,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,611 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,771 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $239 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $239 | SubtotalAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $239 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | MA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO Cody Cody & McCarthy LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174725151 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PINE HILL DRIVE SUITE 501 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | President | 1.00 | $0 |
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Treasurer | 1.00 | $0 |
| JAMIE NADEAU CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Clerk | 1.00 | $0 |
| MICHAEL T CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Director | 1.00 | $2,000 |
| JAMIE NADEAU CODY | ||||||
| 1 PINE HILL DRIVE SUITE 501 | QUINCY | MA | 02169 | Director | 1.00 | $2,000 |
| JANET DRISCOLL | ||||||
| 128 South Pickens Street | Lakeville | MA | 02347 | Director | 1.00 | $2,000 |
| PATRICK DONOVAN | ||||||
| 16 Rebecca Road | Assonet | MA | 02702 | Director | 1.00 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $631,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $643,007 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $643,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $633,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $239 | TotalTaxAmt |
| Distributable Before Adj | $31,429 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,429 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,429 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,159 | UndistributedIncomePYAmt |
| Qualifying Distributions | $31,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,159 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $341 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $31,088 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EASTER SEALS | |||||||
| 484 Main Street 600 | Worcester | MA | 01608 | NONE | PC | General use | $1,000 |
| PWSA | |||||||
| 8588 Potter Park Dr Suite 500 | Sarasota | FL | 34238 | NONE | PC | General use | $2,500 |
| HOME FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | PC | GENERAL USE | $3,000 |
| 4 PAWS FOR ABILITY | |||||||
| 253 DAYTON AVE | XENIA | OH | 45385 | NONE | PC | GENERAL USE | $2,500 |
| THE JIMMY PASCHAL FUND | |||||||
| 1 ANTHONY WAY | CANTON | MA | 02021 | NONE | PC | GENERAL USE | $1,000 |
| CONWAY HOUSE MIDDLEBORO | |||||||
| 14 East Grove Street | Middleboro | MA | 02346 | NONE | PC | GENERAL USE | $2,000 |
| FISHER HOUSE FOUNDATION | |||||||
| PO BOX 791598 | BALTIMORE | MD | 21279 | NONE | PC | GENERAL USE | $1,500 |
| FARM AND COMMUNITY COLLABORATIVE - | |||||||
| 2 MARK TWAIN DRIVE | LAKEVILLE | MA | 02347 | NONE | PC | GENERAL USE | $2,000 |
| NEW ENGLAND COASTAL WILDLIFE ALLIAN | |||||||
| 11 CLARENCE SOULE DRIVE | MIDDLEBORO | MA | 02346 | NONE | PC | GENERAL USE | $2,000 |
| LAKEVILLE ANIMAL SHELTER | |||||||
| 8 MONTGOMERY STREET | LAKEVILLE | MA | 02347 | NONE | PC | GENERAL USE | $2,500 |
| ERIC C JOHNSON MEMORIAL SCHOL | |||||||
| 89 DR BRALEY ROAD | EAST FREETOWN | MA | 02717 | NONE | PC | GENERAL USE | $2,500 |
| THE SHEPHERD'S PANTRY | |||||||
| PO BOX 760 | FAIRHAVEN | MA | 02719 | NONE | PC | GENERAL USE | $3,500 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST STE 400 | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL USE | $1,500 |
| JOY MISSION | |||||||
| 4034 DEFENDER DRIVE NE | ROSWELL | GA | 30075 | NONE | PC | GENERAL USE | $2,500 |
| CAPE ABILITIES | |||||||
| 895 MARY DEAN ROAD | HYANNIS | MA | 02601 | NONE | PC | GENERAL USE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $17,845 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,754 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,708 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,754 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,462 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $12,388 | $9,291 | $0 | $0 |
| TAX PREPARATION FEES | $4,500 | $4,500 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annual Report Fee | Desc |
| Revenue And Expenses Per Books | $19 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT PAYABLE | Desc |
| EOY Book Value | $2,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB | CategoryTxt |
| Amt | $6,939 | Amt |
| Net Investment Income | $6,939 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal | $320 | $320 |
| FOREIGN INCOME TAX | $191 | $191 |
| State Form PC | $35 | $35 |
Comments