ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBINSON FARMER COX ASSOCIATES EDUCATIONAL FOUNDATION (EIN 54-2016551)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349101906
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T10:14:16-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541896113 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINSON FARMER COX ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 HEDGEROW DR | AddressLine1Txt |
| City | STAUNTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 24401 | 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 | 542016551 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBINSON FARMER COX ASSOCIATES | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBI | BusinessNameControlTxt |
| Phone | 4349738314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6580 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229066580 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W KELLY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4349738314 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | KELLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES W KELLY | PreparerPersonNm |
| PTIN | P01486083 | PTIN |
| Phone | 5402487300 | PhoneNum |
| Preparation | 2024-05-15 | 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 | $731,430 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,602 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,602 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,645 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,005 | GrossSalesPriceAmt |
| Total Rev And Expnss | $10,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,602 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,602 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $194 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,602 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,602 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,073 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,073 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $196,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $205,312 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $648,717 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $98,465 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $74,527 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $65,640 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $313,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $296,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $731,430 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $313,649 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $296,912 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $313,649 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $296,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $313,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $296,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $313,649 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,737 | ExcessRevenueOverExpensesAmt |
| Subtotal | $296,912 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $296,912 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $175 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $175 | SubtotalAmt |
| Tax Based On Investment Income | $175 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $175 | 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 |
| 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 | WWW.RFCA.COM | WebsiteAddressTxt |
| Individual With Books | JAMES W KELLY | IndividualWithBooksNm |
| Phone | 4349738314 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6442 WOODBOURNE LANE | AddressLine1Txt |
| City | CROZET | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22932 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT M HUFF | ||||||||
| 2238 WINGFIELD ROAD | CHARLOTTESVILLE | VA | 22901 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MATTHEW A MCCLEAREN | ||||||||
| 1509 JACKS SHOP ROAD | ROSHELLE | VA | 22738 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JAMES W KELLY | ||||||||
| 6442 WOODBOURNE LANE | CROZET | VA | 22932 | TREASURER | 000.00 | $0 | $0 | $0 |
| DAVID E FOLEY | ||||||||
| 110 NORTHRIDGE ROAD | RUCKERSVILLE | VA | 22968 | DIRECTOR | 000.00 | $0 | $0 | $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 | COLLEGE SCHOLARSHIPS TO TWO INDIVIDUALS ATTENDING UNIVERSITIES, ONE FELLOWSHIP AND FOUR CONTRIBUTIONS TO A COLLEGE'S GENERAL SCHOLARSHIP FUND. | Description1Txt |
| Expenses1 | $27,500 | 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 | $656,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,700 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $673,700 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $673,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $663,594 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $175 | TotalTaxAmt |
| Distributable Before Adj | $33,005 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,005 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,005 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $27,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,005 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,000 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $15,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $27,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,505 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,505 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,495 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,495 | ExcessDistriCyovFromYr5Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENN LYSTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6580 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4349738314 | RecipientPhoneNum |
| Recipient Email Address | JLYSTER@RFCA.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD BE WRITTEN REQUESTS FOR SCHOLARSHIP ASSISTANCE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUESTS SHOULD BE RECEIVED BY AUGUST 1 TO BE CONSIDERED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS EXCEPT THAT ELIGIBLE INDIVIDUALS ARE ACCOUNTING OR OTHER QUALIFYING STUDENTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RICHARD GRANT | |||||||
| 800 S MAIN STRRET | HARRISONBURG | VA | 22807 | NONE | N/A | SCHOLARSHIP | $5,000 |
| ADAM ROBERTS | |||||||
| 1000 E UNIVERSITY AVENUE | LARAMIE | WY | 82071 | NONE | N/A | SCHOLARSHIP | $5,000 |
| WCC EDUCATIONAL FOUNDATION | |||||||
| 1000 EAST MAIN STREET | WYTHEVILLE | VA | 24382 | NONE | N/A | SCHOLARSHIP | $2,500 |
| LRCC EDUCATIONAL FOUNDATION | |||||||
| 173 SKIRMISHER LANE | MIDDLETOWN | VA | 22645 | NONE | N/A | SCHOLARSHIP | $2,500 |
| SVCC EDUCATIONAL FOUNDATION | |||||||
| 109 CAMPUS DRIVE | ALBERTA | VA | 23821 | NONE | N/A | SCHOLARSHIP | $2,500 |
| PVCC EDUCATIONAL FOUNDATION | |||||||
| 501 COLLEGE DRIVE | CHARLOTTESVILLE | VA | 22904 | NONE | N/A | SCHOLARSHIP | $2,500 |
| JMU FOUNDATION | |||||||
| 800 S MAIN STREET | HARRISONBURG | VA | 22807 | NONE | N/A | FELLOWSHIP | $5,000 |
| GERMANNA CC FOUNDATION | |||||||
| PO BOX 1430 | LOCUST GROVE | VA | 22508 | NONE | N/A | SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,645 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,602 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,645 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,957 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 1167.06 VABGUARD BOND MKT | AssetDesc |
| Acquired | 2020-11 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $11,005 | GrossSalesPriceAmt |
| Basis | $12,650 | BasisAmt |
| Total Net | -$1,645 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD TOTAL BOND MARKET FUND | BondNm |
| EOY Book Value | $74,527 | EOYBookValueAmt |
| EOYFMV | $65,640 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD TOTAL STOCK MARKET INDEX | StockNm |
| EOY Book Value | $205,312 | EOYBookValueAmt |
| EOYFMV | $648,717 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2022 990 FEDERAL | $169 |
| STATE CORPORATION FEE | $25 |