HEAD FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HEAD FAMILY FOUNDATION (EIN 84-3860782)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-17
- IRS object ID
- 202621989349100612
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-17T11:35:05-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742010621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H Michael Giles Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 164022 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78746 | 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 | 843860782 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Head Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAD | BusinessNameControlTxt |
| Phone | 5124224842 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7502 Downridge Dr | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ray Head | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5124224842 | PhoneNum |
| Signature | 2026-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H Michael Giles | PreparerPersonNm |
| PTIN | P01445816 | PTIN |
| Phone | 5127757210 | PhoneNum |
| Preparation | 2026-07-17 | PreparationDt |
| 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 | $372,322 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $609 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $62,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,592 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $840 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,464 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $50 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,238 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $229,295 | CashBOYAmt |
| Cash EOY | $95,146 | CashEOYAmt |
| Cash EOYFMV | $95,146 | CashEOYFMVAmt |
| Other Investments BOY | $91,066 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $272,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $277,176 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $320,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $367,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $372,322 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $320,361 | RetainedEarningBOYAmt |
| Retained Earning EOY | $372,322 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $320,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $372,322 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $320,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $372,322 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $320,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,223 | OtherIncreasesAmt |
| Subtotal | $372,322 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $372,322 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Fidelity Market Index Fund | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-11-24 | AcquiredDt |
| Sold | 2025-12-18 | SoldDt |
| Gross Sales Price | $3,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,391 | CostOrOtherBasisAmt |
| Gain Or Loss | $609 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $609 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $609 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $115 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $115 | SubtotalAmt |
| Tax Based On Investment Income | $115 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $115 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Ray Head | IndividualWithBooksNm |
| Phone | 4124224842 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7502 Downridge Dr | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Ray Head | ||||||
| 7502 Downridge Rd | Austin | TX | 78731 | Pres | 002.00 | $0 |
| Becky Shea Head | ||||||
| 7502 Downridge Rd | Austin | TX | 78731 | Sec/Treas | 002.00 | $0 |
| Madison Shea James | ||||||
| 7502 Downridge Rd | Austin | TX | 78731 | Director | 002.00 | $0 |
| McKenna Head Wehmeyer | ||||||
| 7502 Downridge Rd | Austin | TX | 78731 | Director | 002.00 | $0 |
| 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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $372,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $372,322 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $372,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $366,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $115 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $115 | TotalTaxAmt |
| Distributable Before Adj | $18,222 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,222 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,222 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,222 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,482 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr2 | $4,307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,789 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,482 | AppliedToYear1Amt |
| Applied To Current Year | $18,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,796 | RemainingDistriFromCorpusAmt |
| Total Corpus | $29,585 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $29,585 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,307 | ExcessFromYear2Amt |
| Excess From Year1 | $13,482 | ExcessFromYear1Amt |
| Excess From Current Year | $11,796 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Dell Childrens Foundation | ||||||
| 4900 Muleer Blvd | Austin | TX | 78723 | PC | Fund Activities | $10,000 |
| Safe Alliance | ||||||
| PO Box 19454 | Austin | TX | 78760 | PC | Fund Activities | $10,000 |
| Central Texas Food Bank | ||||||
| 6500 Metropolis Drive | Austin | TX | 78744 | PC | Fund Activities | $10,000 |
| Foundation Communities | ||||||
| 3000 S IH 35 Suite 300 | Austin | TX | 78704 | PC | Fund Activities | $5,000 |
| Helping Hand Home for Childred | ||||||
| 3804 Avenue B | Austin | TX | 78751 | PC | Fund Activities | $5,000 |
| Austin Community Foundation | ||||||
| 43155 Guadalupe St Suite 300 | Austin | TX | 78751 | PC | Fund Activities | $1,000 |
| Hays County Food Bank | ||||||
| 1612 S IH 35 | San Marcos | TX | 78666 | PC | Fund Activites | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $609 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $609 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,592 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Ray and Becky Head | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7502 Downridge | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Prep | CategoryTxt |
| Amt | $840 | Amt |
| Net Investment Income | $840 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Equities | CategoryOrItemTxt |
| Book Value | $272,399 | BookValueAmt |
| EOYFMV | $277,176 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Value Growth | Desc |
| Amt | $37,223 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Account Management Fees | CategoryTxt |
| Amt | $3,464 | Amt |
| Net Investment Income | $3,464 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ray and Becky Head | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7502 Downridge | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78731 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $50 | Amt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |