ABELES FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ABELES FOUNDATION (EIN 30-0024271)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349107616
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T21:05:08Z | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431871840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRB TAX GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 MAIN ST STE 101B | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | 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 | 300024271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ABELES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABEL | BusinessNameControlTxt |
| Phone | 5056994699 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3012 GREY EAGLE DRIVE | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94595 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD ABELES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5056994699 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | ABELES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Vaishnavi Ramakrishnan | PreparerPersonNm |
| PTIN | P00596886 | PTIN |
| Phone | 8004725625 | PhoneNum |
| Preparation | 2023-11-15 | 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 | $1,068,931 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $36,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,792 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,942 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,450 | LegalFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,810 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,810 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,682 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,183 | CashBOYAmt |
| Cash EOY | $1,815 | CashEOYAmt |
| Corporate Stock BOY | $1,327,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,068,931 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,068,931 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,329,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,070,746 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,068,931 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,329,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,070,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,329,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,070,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,329,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,070,746 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,329,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,682 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,331,958 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,331,958 | 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 |
|---|---|---|---|---|---|---|---|
| VANGUARD | P | 2015-01-12 | 2022-12-29 | $120,943 | $106,588 | $14,355 | $14,355 |
| VANGUARD | P | 2015-01-12 | 2022-12-29 | $4,402 | $3,607 | $795 | $795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $722 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $722 | SubtotalAmt |
| Tax Based On Investment Income | $722 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $34 | EsPenaltyAmt |
| Tax Due | $756 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | 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 | RICHARD A ABELES | IndividualWithBooksNm |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3012 GREY EAGLE DR | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94595 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RICHARD A ABELES | ||||||
| 3012 GREY EAGLE DR | Walnut Creek | CA | 94595 | DIRECTOR | 2.00 | $0 |
| KATHLEEN K ABELES | ||||||
| 3012 GREY EAGLE DR | Walnut Creek | CA | 94595 | TREASURER | 2.00 | $0 |
| ELIZABETH A LUTZKER | ||||||
| 2594 MILVIA ST | Berkeley | CA | 94704 | ASST SECRETARY | 2.00 | $0 |
| ROBERT LUTZKER | ||||||
| 2594 MILVIA ST | Berkeley | CA | 94704 | VICE PRESIDENT | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,068,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,092,471 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,092,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,387 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,076,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $722 | TotalTaxAmt |
| Distributable Before Adj | $53,082 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,082 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,082 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,810 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,810 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,082 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $45,810 | QualifyingDistributionsAmt |
| Undistributed Income CY | $53,082 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD ABELES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3012 GREY EAGLE DR | AddressLine1Txt |
| City | Walnut Creek | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94595 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5056994699 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL FORMS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONEE MUST BE QUALIFIED 501 C 3 ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| LA FAMILIA | |||||
| 1035 ALTO ST | Pojoaque | NM | 87501 | SUPPORT PUBLIC CHARITIES | $2,100 |
| UNIVERSITY OF CA BERKELEY | |||||
| 100 ACADEMIC HALL | Berkeley | CA | 94720 | SUPPORT OF PUBLIC CHARITIES | $5,000 |
| ST VINCENT | |||||
| 455 ST MICHEALS DR | Santa Fe | NM | 87505 | SUPPORT OF PUBLIC CHARITIES | $300 |
| NDI | |||||
| 1140 ALTO ST | Pojoaque | NM | 87501 | SUPPORT OF PUBLIC CHARITIES | $300 |
| BERKELEY FOOD NETWORK | |||||
| 1925 9TH ST | Albany | CA | 94710 | SUPPORT OF PUBLIC CHARITIES | $5,000 |
| LENSIC PERFORMING ART CENTER | |||||
| 121 W SAN FRANCISCO ST | Pojoaque | NM | 87501 | SUPPORT OF PUBLIC CHARITIES | $1,000 |
| ROSSMOOR FUND | |||||
| P O BOX 2070 | Walnut Creek | CA | 94595 | SUPPORT OF PUBLIC CHARITIES | $130 |
| UNIVERSITY OF MICHIGAN | |||||
| 3003 SOUTH ST ST | Ann Arbor | MI | 48109 | SUPPORT OF PUBLIC CHARITIES | $300 |
| SANTA FE CHILDREN MUSEUM | |||||
| 1050 OLD PECOS TRAIL | Santa Fe | NM | 87505 | SUPPORT FOR PUBLIC CHARITIES | $1,000 |
| ROSSMOOR SCHOLORSHIP FUND | |||||
| P O BOX 2070 | Walnut Creek | CA | 94595 | SUPPORT FOR PUBLIC CHARITIES | $130 |
| CORNELL UNIVERSITY | |||||
| P O BOX 535267 | Pittsburgh | PA | 15253 | SUPPORT FOR PUBLIC CHARITIES | $300 |
| PLANNED PARENTHOODP O BOX | |||||
| P O BOX 96735 | Washington | DC | 20077 | SUPPORT FOR PUBLIC CHARITIES | $1,000 |
| NEW MEXICO ART SCHOOL | |||||
| 500 MONEZUMA AVE | Pojoaque | NM | 87501 | SUPPORT FOR PUBLIC CHARITIES | $300 |
| FRANCIS W PARKER SCHOOL | |||||
| 300 W WEBSTER AVE | Chicago | IL | 60614 | SUPPORT FOR PUBLIC CHARITIES | $2,100 |
| HARVARD UNIVERSITY | |||||
| GRAYS HALL | Cambridge | MA | 02138 | SUPPORT FOR PUBLIC CHARITIES | $125 |
| SANTA FE COMMUNITY FOUNDATI | |||||
| P O BOX 1827 | Santa Fe | NM | 87504 | SUPPORT FOR PUBLIC CHARITIES | $300 |
| CHANGING WORLD | |||||
| 329 W 18TH ST STE 613 | Chicago | IL | 60616 | SUPPORT FOR PUBLIC CHARITIES | $455 |
| NARAL PRO CHOICE AMERICA FUND | |||||
| P O BOX 97 | Albuquerque | NM | 87103 | SUPPORT FOR PUBLIC CHARITIES | $300 |
| CAMP NEBAGAMON SCHOLORSHIP FUND | |||||
| P O BOX 331 | East Troy | WI | 53120 | SUPPORT FOR PUBLIC CHARITIES | $260 |
| LATIN SCHOOL OF CHICAGO | |||||
| 59 W NORTH BLVD | Chicago | IL | 60610 | SUPPORT FOR PUBLIC CHARITIES | $550 |
| SANTA FE COMMUNITY COLLEGE FOUNDATI | |||||
| 6401 RICHARDS AVE | Pojoaque | NM | 87501 | SUPPORT FOR PUBLIC CHARITIES | $4,000 |
| FOOD BANK OF CONTRA COSTA AND SOLAN | |||||
| 4010 NELSON AVE | Concord | CA | 94520 | SUPPORT OF PUBLIC CHARITIES | $360 |
| BERKELEY PUBLIC SCHOOL FUND | |||||
| 2020 BONAR ST | Berkeley | CA | 94702 | SUPPORT FOR PUBLIC CHARITIES | $20,000 |
| GIVE HEALTH JOHN MUIR FND | |||||
| 1400 TREAT BLVD | Walnut Creek | CA | 94597 | SUPPORT FOR PUBLIC CHARITIES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,810 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,792 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,942 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,942 | 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 (11 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| VANGUARD VGPMX | 2015-01 | PURCHASE | 2022-12 | $16,871 | $13,604 | $3,267 |
| VANGUARD VMEAX | 2015-01 | 2022-12 | $14,733 | $16,442 | -$1,709 | |
| VANGUARD VFSUX | 2015-01 | 2022-12 | $17,054 | $18,060 | -$1,006 | |
| VANGUARD VSMAX | 2015-01 | 2022-12 | $15,252 | $9,439 | $5,813 | |
| VANGUARD VPADX | 2015-01 | 2022-12 | $7,511 | $6,743 | $768 | |
| VANGUARD VEUSX | 2015-01 | 2022-12 | $10,087 | $9,441 | $646 | |
| VANGUARD VTASX | 2015-01 | 2022-12 | $14,099 | $7,581 | $6,518 | |
| VANGUARD VAIPX | 2015-01 | 2022-12 | $17,736 | $17,899 | -$163 | |
| VANGUARD VEMAX | 2015-01 | 2022-12 | $7,600 | $7,379 | $221 | |
| VANGUARD VGSLX | 2015-01 | 2022-12 | $4,402 | $3,607 | $795 | |
| VANGUARD | 2015-01 | PURCHASE | 2022-12 | $15,150 | -$15,150 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD INVESTMENTS | StockNm |
| EOY Book Value | $1,068,931 | EOYBookValueAmt |
| EOYFMV | $1,068,931 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Legal Fees | $3,450 | LegalFeesAmt |