ABELES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ABELES FOUNDATION (EIN 30-0024271)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-04-23
- IRS object ID
- 202541349349100014
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-23T22:07:14Z | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024940330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2596 MILVIA STREET | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH A LUTZKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2024940330 | PhoneNum |
| Signature | 2025-04-23 | SignatureDt |
| Discuss With Paid Preparer | false | 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 | Vaishnavi Ramakrishnan | PreparerPersonNm |
| PTIN | P00596886 | PTIN |
| Phone | 8004725625 | PhoneNum |
| Preparation | 2025-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,151,843 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $36,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,374 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,111 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,484 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,485 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $852 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $858 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,226 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,485 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,815 | CashBOYAmt |
| Cash EOY | $4,059 | CashEOYAmt |
| Corporate Stock BOY | $1,068,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,151,843 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,151,843 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,070,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,155,902 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,151,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $1,070,746 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,070,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | -$8,226 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$8,226 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$8,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-01-12 | AcquiredDt |
| Sold | 2023-10-30 | SoldDt |
| Gross Sales Price | $72,859 | GrossSalesPriceAmt |
| Cost Or Other Basis | $61,748 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,111 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,111 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,111 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $660 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $660 | SubtotalAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $660 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $660 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | ELIZABETH A LUTZKER | IndividualWithBooksNm |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2594 MILVIA ST | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | 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 |
|---|---|---|---|---|---|---|
| ELIZABETH A LUTZKER | ||||||
| 2594 MILVIA ST | Berkeley | CA | 94704 | DIRECTOR | 2.00 | $0 |
| ROBERT LUTZKER | ||||||
| 2594 MILVIA ST | Berkeley | CA | 94704 | TREASURER | 2.00 | $0 |
| ROBERT LUTZKER | ||||||
| 2594 MILVIA ST | Berkeley | CA | 94704 | 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 | $1,151,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,175,383 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,175,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,157,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $660 | TotalTaxAmt |
| Distributable Before Adj | $57,228 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,228 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,228 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $54,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,228 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $54,000 | QualifyingDistributionsAmt |
| Undistributed Income CY | $57,228 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH A LUTZKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH A LUTZKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2594 MILVIA ST | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2024940330 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL FORMS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | DONEE MUST BE QUALIFIED 501 C3 ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALAMEDA COUNTY FOOD BANK | |||||
| 7900 EDGEWATER DR | Oakland | CA | 94621 | SUPPORT PUBLIC CHARITIES | $5,000 |
| UC BERKELEY | |||||
| UNIVERSITY AVE AND OXFORD ST | Berkeley | CA | 94720 | SUPPORT PUBLIC CHARITIES | $10,000 |
| WATERSIDE WORKSHOP | |||||
| 84 BOLIVAR DR | Albany | CA | 94710 | SUPPORT PUBLIC CHARITIES | $1,000 |
| CYCLES OF CHANGE | |||||
| 1246 23RD AVE | Oakland | CA | 94606 | SUPPORT PUBLIC CHARITIES | $1,000 |
| SOGOREA TE LAND TRUST | |||||
| 2501 HARRISON ST | Oakland | CA | 94612 | SUPPORT PUBLIC CHARITIES | $2,000 |
| BERKELEY FOOD NETWORK | |||||
| 1569 SOLANO AVE 243 | Albany | CA | 94707 | SUPPORT PUBLIC CHARITIES | $5,000 |
| SANTA FE COMMUNITY COLLEGE | |||||
| 6401 RICHARDS AVE | Santa Fe | NM | 87508 | SUPPORT PUBLIC CHARITIES | $5,000 |
| BIKE EAST BAY | |||||
| P O BOX 1736 | Oakland | CA | 94604 | SUPPORT PUBLIC CHARITIES | $5,000 |
| DESTINY ARTS CENTER | |||||
| 970 GRACE AVE | Emeryville | CA | 94608 | SUPPORT PUBLIC CHARITIES | $10,000 |
| LONGFELLOW MIDDLE SCHOOL | |||||
| 1500 DERBY ST | Berkeley | CA | 94703 | SUPPORT PUBLIC CHARITIES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,373 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,111 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,484 | 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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $852 | Amt |
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 | PURCHASED | 2023-10 | $2,811 | $2,275 | $536 |
| VANGUARD VMEAX | 2015-01 | PURCHASED | 2023-10 | $5,630 | $6,554 | -$924 |
| VANGUARD VFSUX | 2015-01 | PURCHASED | 2023-10 | $5,709 | $6,179 | -$470 |
| VANGUARD VSMAX | 2015-01 | PURCHASED | 2023-10 | $9,270 | $6,438 | $2,832 |
| VANGUARD VPADX | 2015-01 | PURCHASED | 2023-10 | $5,512 | $5,153 | $359 |
| VANGUARD VEUSX | 2015-01 | PURCHASED | 2023-10 | $10,299 | $9,293 | $1,006 |
| VANGUARD VTSAX | 2015-01 | PURCHASED | 2023-10 | $19,947 | $10,713 | $9,234 |
| VANGUARD VAIPX | 2015-01 | PURCHASED | 2023-10 | $5,635 | $6,504 | -$869 |
| VANGUARD VGSLX | 2015-01 | PURCHASED | 2023-10 | $2,576 | $2,853 | -$277 |
| VANGUARD VEMAX | 2015-01 | PURCHASED | 2023-10 | $5,470 | $5,786 | -$316 |
| VANGUARD | 2015-01 | PURCHASED | 2023-10 | $11,111 | -$11,111 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD | StockNm |
| EOY Book Value | $1,151,843 | EOYBookValueAmt |
| EOYFMV | $1,151,843 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VANGUARD FOREIGN TAX PAID ON INVESTMENTS | CategoryTxt |
| Amt | $858 | Amt |