ASK-LIFE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASK-LIFE FOUNDATION (EIN 47-2619136)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202531329349103048
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T17:05:18-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810835615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINO CPA FIRM | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2396 EASTEX FWY | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 777034626 | 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 | 472619136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASK-LIFE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASK- | BusinessNameControlTxt |
| Phone | 4092121728 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3610 SCARLET CREST LANE | AddressLine1Txt |
| City | KATY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KANDASWAMY JAYARAJ | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4092121728 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF MARINO | PreparerPersonNm |
| PTIN | P01032310 | PTIN |
| Phone | 4098988777 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,287 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,287 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $257,859 | GrossSalesPriceAmt |
| Total Rev And Expnss | $256,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,287 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,287 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,254 | AccountingFeesRevAndExpnssAmt |
| Taxes Net Invst Incm | $248 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,254 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $213,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,039 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,287 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,424 | CashBOYAmt |
| Cash EOY | $48,922 | CashEOYAmt |
| Other Investments BOY | $623,677 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $881,631 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $673,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $930,553 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $673,101 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $930,553 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $673,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $930,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $673,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $930,553 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $673,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $213,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100,706 | OtherIncreasesAmt |
| Subtotal | $986,925 | SubtotalAmt |
| Other Decreases | $56,372 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $930,553 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $265 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $265 | SubtotalAmt |
| Tax Based On Investment Income | $265 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $265 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | JEFFREY MARINO | IndividualWithBooksNm |
| Phone | 4092121728 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2396 EASTEX FRWY | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77703 | 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 |
|---|---|---|---|---|---|---|---|---|
| KANDASWAMY JAYARAJ | ||||||||
| 3610 SCARLET CREST LANE | HOUSTON | TX | 77494 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JEFFREY MARINO | ||||||||
| 2396 EASTEX FRWY | BEAUMONT | TX | 77703 | DIRECTOR | 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 | ALL PERMISSIBLE CHARITABLE PURPOSES UNDER SECTION 501(C) (3), WITH SPECIAL EMPHASIS ON EDUCATION, YOUTH, SENIORS, AND INTERNATIONAL RELIEF. | Description1Txt |
| Expenses1 | $500 | Expenses1Amt |
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 | $700,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $746,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $746,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $734,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $42,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $42,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $42,000 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,287 | CurrentYearAmt |
| Year1 | $9,103 | Year1Amt |
| Year2 | $1,388 | Year2Amt |
| Total | $29,778 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $16,394 | CurrentYearAmt |
| Year1 | $7,738 | Year1Amt |
| Year2 | $1,180 | Year2Amt |
| Total | $25,312 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $42,000 | CurrentYearAmt |
| Year1 | $20,000 | Year1Amt |
| Total | $62,000 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $42,000 | CurrentYearAmt |
| Year1 | $20,000 | Year1Amt |
| Total | $62,000 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $50,000 | Year3Amt |
| Total | $50,000 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $50,000 | Year3Amt |
| Total | $50,000 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $24,494 | CurrentYearAmt |
| Year1 | $21,342 | Year1Amt |
| Year2 | $10,343 | Year2Amt |
| Year3 | $138 | Year3Amt |
| Total | $56,317 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KANDASWAMY JAYARAJ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3610 SCARLET CREST LANE | AddressLine1Txt |
| City | KATY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4098988777 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ISHA FOUNDATION | ||||||
| 951 ISHA LANE | 951 ISHA LANE | MCMINNVILLE | TN | 37110 | DONATION | $10,000 |
| IMHO | ||||||
| 400 WEST WILSON BRIDGE RD | 400 WEST WILSON BRIDGE RO | WORTHINGTON | OH | 43085 | DONATION | $22,000 |
| SANKARA EYE FOUNDATION | ||||||
| 1900 MCCARTHY BLVD | 1900 MCCARTHY BLVD | MILPITAS | CA | 95035 | DONATION | $5,000 |
| NUTRITION FOR SENIORS | ||||||
| 4590 CONCORD RD | 4590 CONCORD RD | BEAUMONT | TX | 77703 | DONATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,287 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,085 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $56,372 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,372 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAYASHA PROPERTIES FLP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3610 SCARLET CREST LN | AddressLine1Txt |
| City | KATY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774944090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FIDELITY | $504 |
| CPA | $750 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (29 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| ADVANCED MICRO DEVICES | PURCHASE | $10,306 | $7,304 | $3,002 |
| ALPHABET INC CAP | PURCHASE | $11,488 | $9,389 | $2,099 |
| APPLE INC | PURCHASE | $17,874 | $17,812 | $62 |
| BRISTOL-MYERS | PURCHASE | $26,471 | $24,700 | $1,771 |
| FORTINET INC | PURCHASE | $7,098 | $6,425 | $673 |
| GILEAD SCIENCES INC | PURCHASE | $24,123 | $22,358 | $1,765 |
| GSK PLC SPON | PURCHASE | $4,094 | $4,175 | -$81 |
| JP MORGAN CHASE | PURCHASE | $1,255 | $1,039 | $216 |
| KENON HLDGS | PURCHASE | $4,078 | $4,303 | -$225 |
| LISTED FD TR ROUNDHILL | PURCHASE | $1,208 | $856 | $352 |
| NOMURA HOLDINGS | PURCHASE | $5,400 | $5,999 | -$599 |
| NOVARTIS SPONSORED | PURCHASE | $10,069 | $9,131 | $938 |
| NVIDIA CORP | PURCHASE | $13,974 | $11,857 | $2,117 |
| PALANTIR TECHNOLOGIES | PURCHASE | $15,857 | $10,551 | $5,306 |
| PETMED | PURCHASE | $726 | $1,301 | -$575 |
| PINTEREST INC. | PURCHASE | $1,126 | $1,320 | -$194 |
| REGIONS FINANCIAL | PURCHASE | $2,422 | $2,024 | $398 |
| SAMSARA INC | PURCHASE | $9,236 | $7,379 | $1,857 |
| SCHWAB | PURCHASE | $3,547 | $3,078 | $469 |
| TESLA | PURCHASE | $24,289 | $24,103 | $186 |
| UNILEVER PLC | PURCHASE | $10,135 | $9,627 | $508 |
| VERACYTE INC | PURCHASE | $16,302 | $10,857 | $5,445 |
| ADVANCED MICRO DEVICES | PURCHASE | $6,317 | $2,770 | $3,547 |
| ALPHABET INC | PURCHASE | $6,186 | $3,371 | $2,815 |
| BRISTOL-MYERS | PURCHASE | $518 | $748 | -$230 |
| KENON HLDGS LTD | PURCHASE | $7,574 | $9,908 | -$2,334 |
| LISTED FD TR | PURCHASE | $4,674 | $3,201 | $1,473 |
| PALANTIR TECHNOLOGIES | PURCHASE | $9,421 | $3,475 | $5,946 |
| PINTEREST INC | PURCHASE | $2,091 | $1,713 | $378 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY 9226 | CategoryOrItemTxt |
| Book Value | $881,631 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME REINVEST | Desc |
| Amt | $56,372 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN INVESTMENT VALUE | Desc |
| Amt | $100,706 | Amt |