STURGES FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STURGES FOUNDATION (EIN 25-6036983)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349104502
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T16:16:06-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251871694 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILKE CPAS & ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 COCHRAN RD STE 200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152201002 | 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 | 256036983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STURGES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STUR | BusinessNameControlTxt |
| Phone | 7246952400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 281 ROUTE 30 | AddressLine1Txt |
| City | IMPERIAL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15126 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T CALEB STURGES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7246952400 | PhoneNum |
| Signature | 2025-05-07 | 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 M WILKE | PreparerPersonNm |
| PTIN | P00344992 | PTIN |
| Phone | 4122782200 | PhoneNum |
| Preparation | 2025-05-14 | 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 | $163,176 | 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 | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $55 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,063 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,063 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,994 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,898 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,016 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,118 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $2,436 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,436 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,436 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $175 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $175 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,611 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,611 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,507 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,972 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,972 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $147,537 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $151,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $151,204 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $157,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $163,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $163,176 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $157,158 | RetainedEarningBOYAmt |
| Retained Earning EOY | $163,176 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $163,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $163,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $697 | OtherIncreasesAmt |
| Subtotal | $163,278 | SubtotalAmt |
| Other Decreases | $102 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $163,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,898 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $200 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $200 | SubtotalAmt |
| Tax Based On Investment Income | $200 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | WWW.990PF.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA DRILLING COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7246952400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 281 ROUTE 30 | AddressLine1Txt |
| City | IMPERIAL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15126 | 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 |
|---|---|---|---|---|---|---|---|---|
| T CALEB STURGES | ||||||||
| 281 ROUTE 30 | IMPERIAL | PA | 15126 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MARY LEE CLARK | ||||||||
| 281 ROUTE 30 | IMPERIAL | PA | 15126 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| WILLIAM B RICHARDS | ||||||||
| 281 ROUTE 30 | IMPERIAL | PA | 15126 | 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 |
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 | $160,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $168,325 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $168,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $165,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $200 | TotalTaxAmt |
| Distributable Before Adj | $8,090 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,090 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,090 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,090 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,523 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,858 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,549 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,893 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,173 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,910 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,083 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,523 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,560 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,858 | ExcessFromYear4Amt |
| Excess From Year3 | $2,549 | ExcessFromYear3Amt |
| Excess From Year2 | $3,893 | ExcessFromYear2Amt |
| Excess From Year1 | $4,350 | ExcessFromYear1Amt |
| Excess From Current Year | $3,910 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SALVATION ARMY | |||||||||
| 700 NORTH BELL AVENUE | CARNEGIE | PA | 15106 | N/A | 501(C)(3) | TO SUPPORT THE NON-PROFIT'S MISSION | $3,000 | ||
| FRIENDS OF THE PITTSBURGH FISHER | |||||||||
| 3945 FORBES AVE 240 | PITTSBURGH | PA | 15213 | N/A | 501(C)(3) | SUPPORT THE NON-PROFIT'S MISSION | $2,500 | HOUSE | |
| KISKI SCHOOL | |||||||||
| 1888 BRETT LANE | SALTSBURG | PA | 15681 | N/A | 501(C)(3) | SUPPORT THE ORGANIZATION'S PROGRAMS | $2,000 | ||
| THE EARLY LEARNING INSTITUTE | |||||||||
| 1405 SHADY AVENUE | PITTSBURGH | PA | 15217 | N/A | 501(C)(3) | TO SUPPORT THE NON-PROFIT'S MISSION | $2,000 | ||
| BUCKNELL UNIVERSITY | |||||||||
| DEVELOPMENT OFFICE | LEWISBURG | PA | 17837 | N/A | 501(C)(3) | SUPPORT THE ORGANIZATION'S PROGRAMS | $1,000 | ||
| UNITED WAY OF SOUTHWEST PA | |||||||||
| ONE SMITHFIELD STREET | PITTSBURGH | PA | 152300735 | N/A | 501(C)(3) | TO SUPPORT THE NON-PROFIT'S MISSION | $1,000 | PO BOX 735 | |
| GOODWILL INDUSTRIES SW PA | |||||||||
| 118 52ND STREET | PITTSBURGH | PA | 15201 | N/A | 501(C)(3) | SUPPORT THE NON-PROFIT'S MISSION | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,916 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,034 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SEI INVESTMENTS - LONG TERM | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2024-12 | SoldDt |
| Gross Sales Price | $11,096 | GrossSalesPriceAmt |
| Basis | $8,078 | BasisAmt |
| Total Net | $3,018 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEI INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $151,204 | BookValueAmt |
| EOYFMV | $151,204 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | US TREASURY BALANCE DUE | Desc |
| Amt | $102 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN MARKET VALUE | Desc |
| Amt | $697 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT FEES | $991 | $991 | $991 |
| ACCOUNTING FEES | $1,445 | $1,445 | $1,445 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $175 | Amt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $175 | AdjustedNetIncomeAmt |