PETER & NANCY SALTER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETER & NANCY SALTER FAMILY FOUNDATION INC (EIN 20-1828772)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202401299349102965
- Schema version
- 2023v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T16:05:10-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203815450 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URKE & STOLLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11811 N TATUM BLVD STE 1060 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201828772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER & NANCY SALTER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 6023884632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK ROAD STE 854 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER W SALTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6023884632 | PhoneNum |
| Signature | 2024-04-18 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PETER | PersonFirstNm |
| Person Last | SALTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN KENNETH URKE | PreparerPersonNm |
| PTIN | P00290440 | PTIN |
| Phone | 6028675058 | PhoneNum |
| Preparation | 2024-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,714,560 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $800,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $46,855 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,855 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $46,855 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $297,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $297,011 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $297,011 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$154,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,408,194 | GrossSalesPriceAmt |
| Total Rev And Expnss | $989,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,866 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $343,866 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $183 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,079 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,500 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $608,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $600,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $380,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $343,866 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $343,866 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $861,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,048,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,048,270 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $1,123,930 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,132,137 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,204,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,275,017 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,534,153 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,066,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,447,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,714,560 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,066,410 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,447,217 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,066,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,447,217 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,066,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,447,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,066,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $380,807 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,447,217 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,447,217 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,780 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,780 | SubtotalAmt |
| Tax Based On Investment Income | $4,780 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,515 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,515 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,735 | OverpaymentAmt |
| Applied To ES Tax | $5,735 | 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 | AZ | 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 |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 6023884632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK RD 854 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | 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 |
| 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 | PETER W SALTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK ROAD 854 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $9,318,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $681,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,000,683 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,000,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,850,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $492,534 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $492,534 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,780 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,780 | TotalTaxAmt |
| Distributable Before Adj | $487,754 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $487,754 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $487,754 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $600,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $600,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $487,754 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $699,930 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $890,707 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,806 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,892,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,618,493 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $600,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $487,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,246 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,730,739 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $699,930 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,030,809 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,870 | ExcessFromYear4Amt |
| Excess From Year3 | $890,707 | ExcessFromYear3Amt |
| Excess From Year2 | $113,806 | ExcessFromYear2Amt |
| Excess From Year1 | $4,892,180 | ExcessFromYear1Amt |
| Excess From Current Year | $112,246 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ARIZONA-SONORAN DESERT MUSEUM | |||||
| 2021 N KINNEY ROAD | TUCSON | AZ | 857439719 | RIPARIAN ADVENTURE | $400,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | MEDICAL DEVICE DESIGN | $100,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | WILDCAT ATHLETICS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,855 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $297,011 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$154,297 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $343,866 | ExclusionAmt |
| Related Or Exempt Function Incm | -$154,297 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,569 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PETER NANCY SALTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK RD | AddressLine1Txt |
| Address Line2 | SUITE 854 | AddressLine2Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,079 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 24,545.738 SH PFIZER | PURCHASE | 2023-01 | $1,062,194 | $1,216,491 | -$154,297 | |
| US TREASURY BILL | PURCHASE | 2023-05 | $1,111,000 | $1,111,000 | 2023-02 | |
| US TREASURY BILL | PURCHASE | 2023-08 | $1,111,000 | $1,111,000 | 2023-05 | |
| US TREASURY BILL | PURCHASE | 2023-11 | $1,124,000 | $1,124,000 | 2023-08 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $3,779,060 | $5,176,437 |
| BECTON DICKINSON & CO | $610,719 | $1,095,197 |
| EMBECTA CORP | $14,467 | $17,224 |
| JOHNSON & JOHNSON | $683,751 | $925,414 |
| KIMBERLY CLARK CORP | $1,184,383 | $1,315,235 |
| PFIZER INC | ||
| PROCTER & GAMBLE CO | $2,637 | $4,646 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,123,930 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,132,137 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $183 | LegalFeesAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $5,500 | Amt |