B & L FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- B & L FOUNDATION (EIN 74-2425299)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-01-24
- IRS object ID
- 202310249349100711
- Schema version
- 2021v4.0
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-24T19:38:20-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870637407 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVAGE ESPLIN & RADMALL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N MAIN ST STE 402 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742425299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | B&L FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | B&LF | BusinessNameControlTxt |
| Phone | 4356271127 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 S CRESTLINE DRIVE | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAE B LEWIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4356271127 | PhoneNum |
| Signature | 2023-01-20 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FAE B | PersonFirstNm |
| Person Last | LEWIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN N CRAMER CPA | PreparerPersonNm |
| PTIN | P00633789 | PTIN |
| Phone | 4356736195 | PhoneNum |
| Preparation | 2023-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $735,060 | 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 |
| Interest On Sav Rev And Expnss | $4,547 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,547 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,547 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,874 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,549 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,425,153 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,621 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,096 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,020 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $346 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $1,000 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $31,805 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,070 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,171 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,155 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,155 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,449 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,096 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $745,668 | CashBOYAmt |
| Cash EOY | $648,134 | CashEOYAmt |
| Cash EOYFMV | $648,134 | CashEOYFMVAmt |
| Other Investments BOY | $104,909 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $86,926 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,926 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $850,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $735,060 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $735,060 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $850,577 | RetainedEarningBOYAmt |
| Retained Earning EOY | $735,060 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $850,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $735,060 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $850,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $735,060 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $850,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,449 | ExcessRevenueOverExpensesAmt |
| Subtotal | $783,128 | SubtotalAmt |
| Other Decreases | $48,068 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $735,060 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $71 | SubtotalAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $71 | 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 | FAE LEWIS | IndividualWithBooksNm |
| Phone | 4356271127 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 S CRESTLINE DRIVE | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84790 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| FAE B LEWIS | ||||||||
| 169 S CRESTLINE DRIVE | ST GEORGE | UT | 84790 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| BRENDA L PRICE | ||||||||
| 2406 E PROSPECT ST | SEATTLE | WA | 98112 | TRUSTEE | 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 | GENEALOGICAL RESEARCH | Description1Txt |
| Expenses1 | $26,295 | 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 | $761,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $794,022 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $794,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $782,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71 | TotalTaxAmt |
| Distributable Before Adj | $39,035 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,035 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,035 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $69,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,035 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $309,528 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $205,699 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,198 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $148,687 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,878 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $835,990 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,225 | QualifyingDistributionsAmt |
| Applied To Current Year | $39,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,190 | RemainingDistriFromCorpusAmt |
| Total Corpus | $866,180 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $309,528 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $556,652 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $205,699 | ExcessFromYear4Amt |
| Excess From Year3 | $98,198 | ExcessFromYear3Amt |
| Excess From Year2 | $148,687 | ExcessFromYear2Amt |
| Excess From Year1 | $73,878 | ExcessFromYear1Amt |
| Excess From Current Year | $30,190 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BASHA HIGH SCHOOL | ||||||
| 5990 S VAL VISTA DR | CHANDLER | AZ | 85249 | CHARITABLE DONATIONS | $1,300 | |
| CARMEL DEL MAR SCHOOL | ||||||
| 12345 CARMEL PARK DR | SAN DIEGO | CA | 92130 | CHARITABLE DONATION | $875 | |
| CARMEL VALLEY MIDDLE SCHOOL | ||||||
| 3800 MYKONOS LN | SAN DIEGO | CA | 92130 | CHARITABLE DONATION | $180 | |
| CTA HUMPHREY | ||||||
| 125 S 132ND ST | CHANDLER | AZ | 85225 | CHARITABLE DONATIONS | $1,100 | |
| LDS CHURCH | ||||||
| 50 EAST NORTH TEMPLE ST | SALT LAKE CITY | UT | 84150 | CHARITABLE DONATION | $15,700 | |
| LIFTING HANDS INTERNATIONAL | ||||||
| 169 S CRESTLINE DR | ST GEORGE | UT | 84770 | CHARITABLE DONATIONS | $18,500 | |
| REACH HUMANITY | ||||||
| 2500 S POWER RD | MESA | AZ | 85209 | CHARITABLE DONATION | $5,000 | STE 1178 |
| WEINBERG GIFTED ACADEMY | ||||||
| 5245 S VAL VISTA DR | GILBERT | AZ | 85298 | CHARITABLE DONATIONS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,155 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,547 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,549 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,419 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,296 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,419 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,877 | 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 | $2,020 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SHORT TERM | PURCHASE | $903,340 | $930,855 | -$27,515 |
| LONG TERM | PURCHASE | $521,613 | $497,517 | $24,096 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $86,926 | BookValueAmt |
| EOYFMV | $86,926 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT LOSSES | Desc |
| Amt | $48,068 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| GENEALOGICAL RESEARCH | $26,295 | $26,070 | |
| INVESTMENT EXPENSES | $5,500 | $5,500 | |
| MISCELLANEOUS | $10 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $336 |
| BUSINESS REGISTRATION | $10 |