STRATEGY STUDIO / PUBLIC DATA EXPLORER

GALARIA FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GALARIA FOUNDATION (EIN 83-1718874)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-01
IRS object ID
202340919349100604
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-01T11:02:53-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475422543PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENNETH FREED & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 WEST CUMMINGS PARK SUITE 5850AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP018017238ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831718874EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GALARIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGALABusinessNameControlTxt
Phone5714490711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11453 RADCLIFF LANEAddressLine1Txt
CityAURORACityNm
State AbbreviationILStateAbbreviationCd
ZIP60502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRFAN GALARIAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5714490711PhoneNum
Signature2023-03-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstIRFANPersonFirstNm
Person LastGALARIAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES HULBERT JR CPAPreparerPersonNm
PTINP01253253PTIN
Phone6174241100PhoneNum
Preparation2023-03-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$739,010FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$383,490ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$638InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$638InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$523DividendsRevAndExpnssAmt
Dividends Net Invst Incm$523DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$255NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,605GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$255CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$384,906TotalRevAndExpnssAmt
Total Net Invst Incm$1,416TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$7TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$76,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$76,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,507TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$76,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$308,399ExcessRevenueOverExpensesAmt
Net Investment Income$1,416NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,975CashBOYAmt
Cash EOY$8,468CashEOYAmt
Cash EOYFMV$8,468CashEOYFMVAmt
Sav And Temp Cash Invst BOY$381,977SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$693,233SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$693,233SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,775CorporateStockBOYAmt
Corporate Stock EOY$8,775CorporateStockEOYAmt
Corporate Stock EOYFMV$10,039CorporateStockEOYFMVAmt
Other Investments BOY$24,847OtherInvestmentsBOYAmt
Other Investments EOY$23,497OtherInvestmentsEOYAmt
Other Investments EOYFMV$27,270OtherInvestmentsEOYFMVAmt
Total Assets BOY$425,574TotalAssetsBOYAmt
Total Assets EOY$733,973TotalAssetsEOYAmt
Total Assets EOYFMV$739,010TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$425,574RetainedEarningBOYAmt
Retained Earning EOY$733,973RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$425,574TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$733,973TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$425,574TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$733,973TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$425,574TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$308,399ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$733,973SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$733,973TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF PUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,605GrossSalesPriceAmt
Cost Or Other Basis$1,350CostOrOtherBasisAmt
Gain Or Loss$255GainOrLossAmt
Gains Minus Excess Or Losses$255GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$255CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$20TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksIRFAN GALARIAIndividualWithBooksNm
Phone5714490711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13104 PINE OAKS WAYAddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20171ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRFAN GALARIA
3104 PINE OAKS WAYHERNDONVA20171PRESIDENT2.00$0$0$0
IBRAHIM GALARIA
1453 RADCLIFF LANEAURORAIL60502TREASURER2.00$0$0$0
NOREEN GALARIA
3104 PINE OAKS WAYHERNDONVA20171SECRETARY/CLERK2.00$0$0$0
ZARINA GALARIA
1453 RADCLIFF LANEAURORAIL60502DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$42,515AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$461,856AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$504,371TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$504,371AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,566CashDeemedCharitableAmt
Net Vl Noncharitable Assets$496,805NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,840MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,840MinimumInvestmentReturnAmt
Tax Based On Investment Income$20TaxBasedOnInvestmentIncomeAmt
Total Tax$20TotalTaxAmt
Distributable Before Adj$24,820DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,820DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,820DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$76,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$76,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,820DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$16,060ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,060TotalExcessDistributionCyovAmt
Qualifying Distributions$76,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,820AppliedToCurrentYearAmt
Remaining Distri From Corpus$51,680RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$67,740TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$67,740ExcessDistriCyovToNextYrAmt
Excess From Year1$16,060ExcessFromYear1Amt
Excess From Current Year$51,680ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIRFAN GALARIAContributingManagerNm
Contributing ManagerIBRAHIM GALARIAContributingManagerNm
Contributing ManagerNOREEN GALARIAContributingManagerNm
Contributing ManagerZARINA GALARIAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ISLAMIC CENTER OF NAPERVILLE (ICN)
25 W 530 75TH STREETNAPERVILLEIL60565N/APCGENERAL SUPPORT$25,000
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE STE 200RYE BROOKNY10573N/APCGENERAL SUPPORT$1,500
THE CENTER FOR ISLAMIC TEACHINGS & COMMUNITY DEVELOPMENT (CITCO)
15240 MAIN STREETHARVEYIL60426N/APCGENERAL SUPPORT$10,000
COUNCIL OF ISLAMIC ORGANIZATIONS OF GREATER CHICAGO (ZAKAT CHICAGO)
231 S STATE STREET STE 300CHICAGOIL60604N/APCGENERAL SUPPORT$10,000
ISLAMIC CIRCLE OF NORTH AMERICA (ICNA CHICAGO)
1S270 SUMMIT AVENUE STE 200OAKBROOK TERRACEIL60181N/APCGENERAL SUPPORT$10,000
ISLAMIC RELIEF USA
3655 WHEELER AVEALEXANDRIAVA22304N/APCGENERAL SUPPORT$10,000
HELPING HAND FOR RELIEF & DEVELOPMENT INC (HELPING HANDS USA)
21199 HILLTOP STREETSOUTHFIELDMI48033N/APCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$76,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$638ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$523ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$255ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,416ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,416TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
IRFAN AND NOREEN GALARIA
13104 PINE OAKS WAYHERNDONVA20171$250,000Yes (X)
IBRAHIM AND ZARINA GALARIA
21453 RADCLIFF LANEAURORAIL60502$133,490Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADVANCED MICRO DEVIC$1,235$971
NVIDIA COPR$4,326$5,115
MCDONALDS$3,214$3,953

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GLOBAL X LITHIUMAT COST$4,987$4,103
INVESCO QQQ TRUSTAT COST$2,249$2,663
ISHARES US HEALTHCAREAT COST$2,220$2,837
SELECT SECTOR UTI SELECTAT COST$2,246$2,467
SPDR DOW JONESAT COST$4,240$5,632
SPDR FUND CONSUMERAT COST$2,210$2,684
SPDR S&P 500 EFTAT COST$5,345$6,884

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX - 2021CategoryTxt
Amt$7Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt