J W BARNETT JR FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- J W BARNETT JR FAMILY FOUNDATION (EIN 64-0867006)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202501229349101435
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T11:58:19-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640886275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLT & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 HIGHWAY 15 N | AddressLine1Txt |
| City | LAUREL | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39440 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640867006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JW BARNETT JR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JWBA | BusinessNameControlTxt |
| Phone | 6016582003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 DOGWOOD TRAIL | AddressLine1Txt |
| City | LAUREL | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM KNOX | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6016582003 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KARI BLACKLEDGE | PreparerPersonNm |
| PTIN | P01487986 | PTIN |
| Phone | 6016493000 | PhoneNum |
| Preparation | 2025-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,424,443 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $73 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $73 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $50,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,991 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,991 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,459 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,523 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,064 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,486 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,597 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $21,080 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $24,163 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,073 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $51,064 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,169 | CashBOYAmt |
| Cash EOY | $30,477 | CashEOYAmt |
| Cash EOYFMV | $30,477 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $888 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,369,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,393,966 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,393,966 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,375,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,424,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,424,443 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,375,438 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,424,443 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,375,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,424,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,375,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,424,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,375,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,010 | OtherIncreasesAmt |
| Subtotal | $1,424,443 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,424,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,459 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,230 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,230 | SubtotalAmt |
| Tax Based On Investment Income | $1,230 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $1,247 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KIM KNOX | IndividualWithBooksNm |
| Phone | 6016582003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 DOGWOOD TRAIL | AddressLine1Txt |
| City | LAUREL | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39440 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| AMY GONZALEZ | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39440 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KIM KNOX | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39440 | TREASURER | 000.00 | $0 | $0 | $0 |
| VICKI SMITH | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39440 | 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 |
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 | $1,382,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,602 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,399,719 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,399,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,378,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,936 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,936 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,230 | TotalTaxAmt |
| Distributable Before Adj | $67,706 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $67,706 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $67,706 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,910 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $76,910 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,706 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,491 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,406 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,077 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,756 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,773 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,503 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,910 | QualifyingDistributionsAmt |
| Applied To Current Year | $67,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,204 | RemainingDistriFromCorpusAmt |
| Total Corpus | $154,707 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,491 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $136,216 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,406 | ExcessFromYear4Amt |
| Excess From Year3 | $1,077 | ExcessFromYear3Amt |
| Excess From Year2 | $12,756 | ExcessFromYear2Amt |
| Excess From Year1 | $66,773 | ExcessFromYear1Amt |
| Excess From Current Year | $9,204 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR PREGNANCY CHOICES | ||||||
| PO BOX 4044 | PO BOX 4044 | LAUREL | MS | 39441 | SPONSORSHIP | $6,000 |
| CHRISTIAN FOOD MISSION | ||||||
| PO BOX 2422 | PO BOX 2422 | LAUREL | MS | 39440 | SPONSORSHIP | $6,000 |
| COMPASSION INTERNATIONAL | ||||||
| 12290 VOYAGER PARKWAY | 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80997 | SPONSORSHIP | $912 |
| DWELL | ||||||
| 602 CARROLL GARTIN BLVD | LAUREL | MS | 39440 | SPONSORSHIP | $3,000 | |
| DYING TO LIVE INC | ||||||
| PO BOX 1065 | LAUREL | MS | 39440 | SPONSORSHIP | $10,000 | |
| GLORY HOUSE | ||||||
| 803 N 2ND AVE | LAUREL | MS | 39440 | SPONSORSHIP | $3,000 | |
| EASTMAN MEMORIAL FOUNDATION | ||||||
| 565 N 5TH AVENUE | 565 N 5TH AVENUE | LAUREL | MS | 39440 | SPONSORSHIP | $5,000 |
| ST JUDE'S CHILDREN'S HOS | ||||||
| 501 ST JUDE PLACE | 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | SPONSORSHIP | $3,600 |
| USM FOUNDATION | ||||||
| 118 COLLEGE DRIVE | 118 COLLEGE DRIVE | HATTIESBURG | MS | 39406 | SPONSORSHIP | $4,000 |
| LAUREL CHRISTIAN SCHOOL | ||||||
| PO BOX 8425 | LAUREL | MS | 39441 | SPONSORSHIP | $35,398 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,910 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,991 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $54,004 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $105,068 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,068 | 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) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,486 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | EDWARD JONES LT | AssetDesc |
| Acquired | 2019-10 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2024-09 | SoldDt |
| Gross Sales Price | $125,025 | GrossSalesPriceAmt |
| Basis | $108,480 | BasisAmt |
| Total Net | $16,545 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EDWARD D JONES | StockNm |
| EOY Book Value | $1,393,966 | EOYBookValueAmt |
| EOYFMV | $1,393,966 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| DIRECTORS FEES | $21,000 |
| BANK CHARGES | $80 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $45,010 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES | $1,280 |
| TAXES | $317 |