GARY A WICKLUND FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GARY A WICKLUND FAMILY FOUNDATION (EIN 39-1891969)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349100549
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T07:35:15-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391891969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gary Wicklund Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GARY | BusinessNameControlTxt |
| Phone | 3129252673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1826 Brown Deer Cv | AddressLine1Txt |
| City | Coralville | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 522411169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary A Wicklund | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3129252673 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| 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 | $766,525 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $33,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,819 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,819 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $109 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $109 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $418 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $527 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,604 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,604 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $527 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $649 | CashBOYAmt |
| Cash EOY | $426 | CashEOYAmt |
| Cash EOYFMV | $426 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $135,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,751 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $297,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $284,065 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $349,378 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,592 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,590 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $259,593 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $284,070 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $283,967 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $708,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $716,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $766,525 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $708,171 | RetainedEarningBOYAmt |
| Retained Earning EOY | $716,902 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $708,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $716,902 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $708,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $716,902 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $708,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,051 | OtherIncreasesAmt |
| Subtotal | $716,910 | SubtotalAmt |
| Other Decreases | $8 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $716,902 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $463 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $463 | SubtotalAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $463 | 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 |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Gary A Wicklund | IndividualWithBooksNm |
| Phone | 3193511445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1826 Brown Deer Cv | AddressLine1Txt |
| City | Coralville | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 522411169 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary Wicklund | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1826 Brown Deer Cv | AddressLine1Txt |
| City | Coralville | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 522411169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 002.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $605,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $752,685 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $752,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,290 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $741,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $463 | TotalTaxAmt |
| Distributable Before Adj | $36,607 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,607 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,607 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,604 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,604 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,607 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,510 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2023 | PriorYear3Yr |
| Total For Prior Years | $28,639 | TotalForPriorYearsAmt |
| Qualifying Distributions | $32,604 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,510 | AppliedToYear1Amt |
| Prior Year Undistributed Incm | $28,639 | PriorYearUndistributedIncmAmt |
| Taxable1 | $28,639 | Taxable1Amt |
| Undistributed Income CY | $36,607 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $32,604 | CurrentYearAmt |
| Year1 | $29,545 | Year1Amt |
| Year2 | $29,580 | Year2Amt |
| Total | $91,729 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $32,604 | CurrentYearAmt |
| Year1 | $29,545 | Year1Amt |
| Year2 | $29,580 | Year2Amt |
| Total | $91,729 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,713 | CurrentYearAmt |
| Year1 | $22,619 | Year1Amt |
| Year2 | $19,349 | Year2Amt |
| Total | $66,681 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Gary Wicklund | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BalletX | ||||||
| 1923 Washington Avenue | Philadelphia | PA | 19146 | PC | Education/Culture | $500 |
| Beaver Creek Relious Foundation | ||||||
| PO Box 1781 | Edwards | CO | 81632 | PC | Education/Culture | $250 |
| Bravo Vail | ||||||
| 2271 N Frontage Rd W Ste C | Vail | CO | 81657 | PC | Education/Culture | $500 |
| Camp Courageous | ||||||
| 12007 190th Street PO Box 418 | Monticello | IA | 523100418 | PC | Education/Culture | $250 |
| Colorado Ski Museum | ||||||
| 231 South Frontage Road | Vail | CO | 81657 | PC | Education/Culture | $500 |
| CommUnity Crisis Services and Food Bank | ||||||
| 1121 Gilbert St | Iowa City | IA | 52240 | PC | Education/Culture | $250 |
| Community Foudation of Johnson County Health Kids | ||||||
| 501 12th Ave Suite 102 | Coralville | IA | 52241 | PC | Education/Culture | $250 |
| Coralville Center for Performing Arts | ||||||
| 1301 5th Street | Coralville | IA | 52241 | PC | Education/Culture | $250 |
| Coralville Public Library | ||||||
| 1491 Fifth St | Coraqlville | IA | 52241 | PC | Education/Culture | $250 |
| Dance Aspen | ||||||
| 406 E Hopkins Ave Unit D | Aspen | CO | 81611 | PC | Education/Culture | $500 |
| Hubbard Street Dance | ||||||
| PO Box 778859 | Chicago | IL | 606778859 | PC | Education/Culture | $2,000 |
| Englert Theatre | ||||||
| 221 East Washington | Iowa City | IA | 52240 | PC | Education/Culture | $600 |
| Friends of Mountain Rescue | ||||||
| PO Box 1094 | Edwards | CO | 81632 | PC | Education/Culture | $250 |
| Hospice Home of Iowa City | ||||||
| PO Box 3338 | Iowa City | IA | 52244 | PC | Education/Culture | $250 |
| Iowa Bicycle Coalition | ||||||
| PO Box 5562 | Coralville | IA | 52241 | PC | Education/Culture | $250 |
| Iowa Childrens Museum | ||||||
| 1451 Coral Ridge Ave | Coralville | IA | 52241 | PC | Education/Culture | $250 |
| Iowa City Community School Distriict | ||||||
| 1725 North Dodge St | Iowa City | IA | 52245 | PC | Education/Cultue | $1,000 |
| Iowa City Community Theatre | ||||||
| PO Box 827 | Iowa City | IA | 52240 | PC | Education/Culture | $400 |
| Iowa City Free Medical Services | ||||||
| 2440 Towncrest Dr | Iowa City | IA | 52240 | PC | Education/Culture | $250 |
| Iowa City of Literature | ||||||
| 123 S Linn Street | Iowa City | IA | 52240 | PC | Education/Culture | $150 |
| Iowa City Public Library Friends Foundation | ||||||
| 123 South Linn Street | Iowa City | IA | 52240 | PC | Education/Culture | $250 |
| Iowa Public Radio | ||||||
| 2111 Grand Ave | Des Moines | IA | 50312 | PC | Education/Culture | $250 |
| Iowa State University | ||||||
| PO Box 2230 | Ames | IA | 50010 | PC | Education/Culture | $500 |
| Vail Health Foundation | ||||||
| PO Box 1529 | Vail | CO | 81658 | PC | Education/Culture | $500 |
| Joffrey Ballet | ||||||
| 70 East Lake St | Chicago | IL | 60601 | PC | Education/Culture | $500 |
| Neighborhood Centers of Johnson County | ||||||
| PO Box 2491 | Iowa City | IA | 52244 | PC | Education/Culture | $250 |
| Iowa Habitat for Humanity | ||||||
| 2401 Scott Blvd SE | Iowa City | IA | 52240 | PC | Education/Culture | $250 |
| Paul Taylor Dance Foundation | ||||||
| 551 Grand Street | New York | NY | 10002 | PC | Education/Culture | $1,000 |
| Orchestra Iowa | ||||||
| 119 Third Avenue | Cedar Rapids | IA | 52401 | PC | Education/Culture | $2,000 |
| RoundUp River Ranch | ||||||
| 8333 Colordo River Road | Gypsum | CO | 81637 | PC | Education/Culture | $300 |
| Shelter House | ||||||
| 429 Southgate Ave | Iowa City | IA | 52240 | PC | Education/Culture | $500 |
| The Harkin Institute | ||||||
| 2800 University Avenue | Des Moines | IA | 50311 | PC | Education/Culture | $500 |
| United Action for Youth | ||||||
| 410 Iowa Ave | Iowa City | IA | 52240 | PC | Education/Culture | $250 |
| Vail Performing Arts Academy | ||||||
| PO Box 2300 | Edwards | CO | 81632 | PC | Education/Culture | $1,000 |
| Vail Rotary Foundation | ||||||
| PO Box 2083 | Vail | CO | 81658 | PC | Education/Culture | $1,000 |
| Orchestra Iowa | ||||||
| 119 Third Avenue | CedarRapids | IA | 52401 | PC | Education/Culture | $8,000 |
| University of Iowa Center for Advancement | ||||||
| One West Park Rd | Iowa City | IA | 52242 | PC | Education/Culture | $6,000 |
| Preucil School of Music | ||||||
| 524 N Johnson St | Iowa City | IA | 52240 | PC | Education/Culture | $404 |
| Coralville Community Food Pantry | ||||||
| 804 13th Ave | Coralville | IA | 52241 | PC | Education/Culture | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,604 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,819 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,819 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $109 | Amt |
| Net Investment Income | $109 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $15,590 | EOYBookValueAmt |
| EOYFMV | $3 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $284,065 | EOYBookValueAmt |
| EOYFMV | $349,378 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $284,070 | BookValueAmt |
| EOYFMV | $283,967 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | -8 | Desc |
| Amt | $8 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Reinvest dividends | $2,519 |
| Cash held Investment expenses | $4,498 |
| Donations | $400 |
| Other credits | $634 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $418 | Amt |
| Net Investment Income | $418 | NetInvestmentIncomeAmt |