KEARNS SALDINGER CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KEARNS SALDINGER CHARITABLE FOUNDATION (EIN 77-0528158)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202511349349103301
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T11:06:46-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464393335 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Koehler & Associates CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 | 770528158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kearns Saldinger Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEAR | BusinessNameControlTxt |
| Phone | 6502556829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cathy A Kearns | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | David R Koehler CPA | PreparerPersonNm |
| PTIN | P00027310 | PTIN |
| Phone | 4082867400 | PhoneNum |
| 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 | $767,894 | 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 | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $19,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,460 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,460 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,445 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,921 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,476 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,479 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,479 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,479 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $193 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $193 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,472 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $7,672 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $7,672 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,804 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,926 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,926 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $362,264 | CorporateStockBOYAmt |
| Corporate Stock EOY | $337,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $754,968 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $392,352 | TotalAssetsBOYAmt |
| Total Assets EOY | $350,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $767,894 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $472,239 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $472,239 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$79,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$121,438 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $392,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $350,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $392,352 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $350,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $392,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,551 | ExcessRevenueOverExpensesAmt |
| Subtotal | $350,801 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $350,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1338.547 Fidelity Emerging Markets Index Fund | P | 2017-05-03 | 2024-08-13 | $14,296 | $13,087 | $1,209 | $1,209 |
| 279.000 Vanguard Intl Equity Index Funds | P | 2014-12-23 | 2024-08-13 | $12,206 | $10,970 | $1,236 | $1,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,445 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $198 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $198 | SubtotalAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $198 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David R Koehler CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4082867400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1541 The Alameda | AddressLine1Txt |
| City | San Jose | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95126 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| Cathy A Kearns | ||||||
| 2042 Carmel Valley Road | Del Mar | CA | 92014 | President | 2.00 | $0 |
| Allison Kearns | ||||||
| 2042 Carmel Valley Road | Del Mar | CA | 92014 | Secty/Treasurer | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $749,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $788,113 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $788,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $776,291 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198 | TotalTaxAmt |
| Distributable Before Adj | $38,617 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,617 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,617 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,617 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $21,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,282 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,800 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,617 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,183 | RemainingDistriFromCorpusAmt |
| Total Corpus | $38,465 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $38,465 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $21,282 | ExcessFromYear1Amt |
| Excess From Current Year | $17,183 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Second Harvest of Silicon Valley | |||||||
| 750 Curtner Avenue | San Jose | CA | 95125 | None | Public | Support Exempt organization | $5,000 |
| Stanford Health Care Partners Fund | |||||||
| 3172 Porter Dr Ste 210 | Palo Alto | CA | 94304 | None | Public | Support Exempt organization | $10,000 |
| Children's National Medical Center | |||||||
| 111 Michigan Avenue NW | Washington | DC | 20010 | None | PC | Support Exempt organization | $5,000 |
| Wellspring Womens Center | |||||||
| 3414 4th Avenue | Sacramento | CA | 95817 | None | EOF | Support Exempt organization | $5,000 |
| San Diego Zoo | |||||||
| 2920 Zoo Dr | San Diego | CA | 92101 | None | EOF | Support Exempt organization | $10,000 |
| Kara Grief Counseling | |||||||
| 457 Kingsley Ave | Palo Alto | CA | 94301 | None | EOF | Support Exempt organization | $10,000 |
| San Diego Japanese Christian Church | |||||||
| 1920 E Street | San Diego | CA | 92102 | None | EOF | Support Exempt organization | $5,000 |
| Your Human Society SPCA | |||||||
| 3027 Penitencia Creek Road | San Jose | CA | 95132 | None | EOF | Support Exempt organization | $1,000 |
| The Old Globe | |||||||
| PO Box 122171 | San Diego | CA | 92112 | None | EOF | 3027 Penitencia Creek Road, San Jose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,460 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,445 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,445 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,921 | 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 | Accounting Fees | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual Funds and Securities - Exhibit A | StockNm |
| EOY Book Value | $337,875 | EOYBookValueAmt |
| EOYFMV | $754,968 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Fees | CategoryTxt |
| Amt | $7,479 | Amt |
| Net Investment Income | $7,479 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,479 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | State Excise | CategoryTxt |
| Amt | $193 | Amt |
| Net Investment Income | $193 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $193 | AdjustedNetIncomeAmt |