THE@TED MUHS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE@TED MUHS FOUNDATION (EIN 26-3603979)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-09
- IRS object ID
- 202621909349100222
- Schema version
- 2025v4.2
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-09T14:45:44-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 263603979 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ted Muhs Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TEDM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Fred Muhs | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $6,062,233 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,447 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,447 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,353 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $163,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $163,936 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $213,736 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,736 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,570 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,570 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,727 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16,727 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,727 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $223,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $223,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,857 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,787 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,166 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,358 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $673,601 | CorporateStockBOYAmt |
| Corporate Stock EOY | $666,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,047,875 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $716,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $681,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,062,233 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $716,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $681,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $716,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $681,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $716,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $681,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $716,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,121 | ExcessRevenueOverExpensesAmt |
| Subtotal | $681,300 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $681,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $170,595 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,659 | CostOrOtherBasisAmt |
| Gain Or Loss | $163,936 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $163,936 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,936 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,866 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,866 | SubtotalAmt |
| Tax Based On Investment Income | $2,866 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $647 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,947 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $81 | OverpaymentAmt |
| Applied To ES Tax | $81 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Fred H Muhs | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,942,207 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,990,715 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,990,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,915,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $245,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $245,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,866 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,866 | TotalTaxAmt |
| Distributable Before Adj | $242,927 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $242,927 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $242,927 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,787 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $239,787 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $231,026 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $239,787 | QualifyingDistributionsAmt |
| Applied To Year1 | $231,026 | AppliedToYear1Amt |
| Applied To Current Year | $8,761 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $234,166 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Fred H Muhs | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA | |||||||
| 23625 HOLMAN HWY | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $5,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $10,000 |
| GLAUCOMA FOUNDATION INC | |||||||
| 80 MAIDEN LN RM 700 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| HENDERSON COMMUNITY FOUNDATION | |||||||
| 2756 N GREEN VALLEY PKWY RM 268 | HENDERSON | NV | 89014 | N/A | PC | to support Henderson Libraries | $1,000 |
| HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $10,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE INC | |||||||
| 3901 CENTERVILLE RD | WILMINGTON | DE | 19807 | N/A | PC | General & Unrestricted | $1,000 |
| JUDICIAL WATCH INC | |||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $1,000 |
| K9S FOR WARRIORS INC | |||||||
| 114 CAMP K9 RD | PONTE VEDRA BEACH | FL | 32081 | N/A | PC | General & Unrestricted | $1,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE & EDUCATION F | |||||||
| 8001 BRADDOCK RD STE 600 | SPRINGFIELD | VA | 22151 | N/A | PC | General & Unrestricted | $250 |
| RAMPANT LION FOUNDATION | |||||||
| 6921 JACKSON RD STE 400 | ANN ARBOR | MI | 48103 | N/A | PC | General & Unrestricted | $2,500 |
| ST ROSE DOMINICAN HEALTH FOUNDATION | |||||||
| 102 E LAKE MEAD PKWY | HENDERSON | NV | 89015 | N/A | SO I | St. Rose Dominican Hospital at 3001 St. Rose Parkway, Henderson, NV | $5,000 |
| STANFORD UNIVERSITY | |||||||
| 641 EAST CAMPUS DR | STANFORD | CA | 94305 | N/A | PC | the Football Student Athletic Endowment fund | $150,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | General & Unrestricted | $100 |
| STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | N/A | PC | General & Unrestricted | $1,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | General & Unrestricted | $10 |
| THE ACTORS FUND OF AMERICA | |||||||
| 729 7TH AVENUE 10TH FL | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $1,000 |
| THE DAWN REDWOODS CHARITABLE TRUST | |||||||
| ONE BLACKFIELD DR STE 331 | TIBURON | CA | 94920 | N/A | PC | General & Unrestricted | $10,000 |
| TRUSTEES OF PHILLIPS ACADEMY | |||||||
| 180 MAIN ST | ANDOVER | MA | 01810 | N/A | PC | For the Phillips Academy Andover | $200 |
| TURNING POINT USA INC | |||||||
| 4940 EAST BEVERLY RD | PHOENIX | AZ | 85044 | N/A | PC | General & Unrestricted | $10,000 |
| WWP INC | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $1,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DR STE 600 | RESTON | VA | 20191 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $223,060 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,447 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,353 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $163,936 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $213,736 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $213,736 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $40,225 | $761,208 |
| CHEVRON CORP | $123,614 | $204,839 |
| DEVON ENERGY CORPORATION | $73,162 | $44,103 |
| ELI LILLY & CO | $150,026 | $4,116,025 |
| EVERGY, INC. | $29,293 | $96,629 |
| INTEL CORP | $50,312 | $73,800 |
| NEWMONT GOLDCORP CORPORATION | $200,310 | $751,271 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $16,702 | $16,702 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,570 | Amt |
| Net Investment Income | $7,570 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $600 |
| 990-PF Extension for 2024 | $900 |