DOUGLAS AND MIKELE RAUCH FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS AND MIKELE RAUCH FAMILY FOUNDATION INC (EIN 83-1908503)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-14
- IRS object ID
- 202332579349100508
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-14T11:01:59-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203699372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG & WITHERS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 FURNACE BROOK PARKWAY | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831908503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOUGLAS AND MIKELE RAUCH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 6176202924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 WILDE ROAD | AddressLine1Txt |
| City | WABAN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02468 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS G RAUCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6176202924 | PhoneNum |
| Signature | 2023-09-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUG G | PersonFirstNm |
| Person Last | RAUCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | JAMES C WITHERS | PreparerPersonNm |
| PTIN | P00185396 | PTIN |
| Phone | 6177731550 | PhoneNum |
| Preparation | 2023-09-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $126,896 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $140 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $140 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $140 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,383 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,383 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,997 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $804 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $804 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $804 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $79,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,327 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,327 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $262 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,043 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,327 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,327 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,560 | CashBOYAmt |
| Cash EOY | $15,748 | CashEOYAmt |
| Cash EOYFMV | $15,748 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,209 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,384 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $89,656 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,336 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,764 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $134,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,896 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $134,425 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $136,468 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $136,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $134,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,043 | ExcessRevenueOverExpensesAmt |
| Subtotal | $136,468 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $136,468 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2019-03-11 | RulingLetterDt |
| Investment Income Excise Tax | $32 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32 | SubtotalAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $32 | 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 |
| Org Report Or Register State | MA | 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 |
| Individual With Books | DOUGLAS G RAUCH | IndividualWithBooksNm |
| Phone | 6176202924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540WILDE ROAD | AddressLine1Txt |
| City | WABAN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02468 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS G RAUCH | ||||||||
| 540WILDE ROAD | WABAN | MA | 02468 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MIKELE M RAUCH | ||||||||
| 54 WILDE ROAD | WABAN | MA | 02468 | TREASURER | 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 | HUNGER RELIEF | Description1Txt |
| Expenses1 | $50,000 | Expenses1Amt |
| Description2 | EDUCATION PROJECTS | Description2Txt |
| Expenses2 | $25,000 | Expenses2Amt |
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 | $73,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,713 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,878 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $104,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32 | TotalTaxAmt |
| Distributable Before Adj | $5,133 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,133 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,133 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,133 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $71,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $71,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,867 | RemainingDistriFromCorpusAmt |
| Total Corpus | $141,309 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $141,309 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $71,442 | ExcessFromYear1Amt |
| Excess From Current Year | $69,867 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS G RAUCH | ContributingManagerNm |
| Contributing Manager | MIKELE M RAUCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| DAILY TABLE | |||||
| 684 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | HUNGER PROGRAMS | $50,000 |
| WBUR | |||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | EDUCATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $140 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,383 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $804 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$23,522 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $140 | ExclusionAmt |
| Related Or Exempt Function Incm | -$21,335 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,195 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DOUGLAS G RAUCH | ||||||
| 1 | 34 WILDE ROAD | WABAN | MA | 02468 | $50,100 | Yes (X) |
| MIKELE M RAUCH | ||||||
| 2 | 54 WILDE ROAD | WABAN | MA | 02468 | $50,100 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1500 SH SPROUTS FARMERS MARKET | $50,100 | 2022-12-15 |
| 2 | 1500 SH SPROUTS FARMERS MARKET | $50,100 | 2022-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $1,700 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BLACKSTONE INC | 2020-01 | DONATION | 2022-12 | $5,915 | $10,162 | -$4,247 |
| BLACKSTONE INC | 2020-03 | DONATION | 2022-12 | $6,683 | $11,481 | -$4,798 |
| BLACKSTONEINC | 2020-03 | DONATION | 2022-12 | $5,531 | $9,502 | -$3,971 |
| MICROSOFT CORP | 2018-06 | DONATION | 2022-12 | $5,293 | $7,219 | -$1,926 |
| MICROSOFT CORP | 2017-01 | DONATION | 2022-12 | $4,330 | $5,906 | -$1,576 |
| MICROSOFT CORP | 2017-06 | DONATION | 2022-12 | $15,637 | $21,328 | -$5,691 |
| MICROSOFT CORP | 2018-01 | DONATION | 2022-12 | $722 | $984 | -$262 |
| MICROSOFT CORP | 2018-01 | DONATION | 2022-12 | $2,646 | $3,609 | -$963 |
| MICROSOFT CORP | 2018-06 | DONATION | 2022-12 | $240 | $328 | -$88 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE 290 SHARES | ||
| MICROSOFT 22 SHARES | ||
| MICROSOFT 18 SHARES | ||
| MICROSOFT 1 SHARE | ||
| MICROSOFT 11 SHARES | ||
| MICROSOFT 3 SHARES | ||
| MICROSOFT 65 SHARES | ||
| BLACKSTONE 110 SHARES | $19,136 | $13,914 |
| SPROUTS 3,000 SHARES | $100,200 | $95,850 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| STATE FILLING FEE | $70 |
| STATE ANNUAL FEE | $150 |
| FEDERAL TAXES | $42 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DIST | Desc |
| Revenue And Expenses Per Books | $804 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $804 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $804 | AdjustedNetIncomeAmt |