GERARD FAMILY TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GERARD FAMILY TRUST (EIN 95-6497394)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-07
- IRS object ID
- 202202809349100115
- Schema version
- 2021v4.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-07T17:54:52-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264598381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDOLPH LAW FIRM | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6260 N DURANGO | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89149 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956497394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERARD FAMILY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7065 W ANN RD STE 130447 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J OLDMEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8084431001 | PhoneNum |
| Signature | 2022-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | OLDMEN | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jack Bonardi CPA | PreparerPersonNm |
| PTIN | P02032375 | PTIN |
| Phone | 7027577777 | PhoneNum |
| Preparation | 2022-10-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $55,240 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $782 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $782 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,250 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,040 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $48,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,904 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,123 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $49,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $117 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $81,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,240 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $81,344 | CapitalStockBOYAmt |
| Capital Stock EOY | $55,240 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $81,344 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,344 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $81,344 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,460 | ExcessRevenueOverExpensesAmt |
| Subtotal | $56,884 | SubtotalAmt |
| Other Decreases | $1,644 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PFIZER | 2019-07-21 | 2021-05-13 | $11,773 | $10,691 | $1,082 | $1,082 |
| VITRIS INC | 2020-07-21 | 2021-05-13 | $511 | $583 | -$72 | -$72 |
| APPLE INC | 2017-11-16 | 2021-05-13 | $49,377 | $17,548 | $31,829 | $31,829 |
| PUBLIC STORAGE INC | 1997-09-12 | 2021-05-13 | $54,183 | $6,772 | $47,411 | $47,411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,250 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$72 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $459 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $459 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $459 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $441 | OverpaymentAmt |
| Applied To ES Tax | $441 | AppliedToESTaxAmt |
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 | 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 |
| Individual With Books | MICHAEL J OLDMEN | IndividualWithBooksNm |
| Phone | 8084431001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7065 W ANN RD STE 130-447 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J OLDMEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7065 W ANN RD STE 130-447 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $48,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $116,768 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $116,768 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,752 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $459 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $459 | TotalTaxAmt |
| Distributable Before Adj | $5,292 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,292 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,292 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,292 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $51,165 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,699 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,959 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,256 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,664 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,743 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,292 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,208 | RemainingDistriFromCorpusAmt |
| Total Corpus | $294,951 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $51,165 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $243,786 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,699 | ExcessFromYear4Amt |
| Excess From Year3 | $51,959 | ExcessFromYear3Amt |
| Excess From Year2 | $40,256 | ExcessFromYear2Amt |
| Excess From Year1 | $43,664 | ExcessFromYear1Amt |
| Excess From Current Year | $52,208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SHARE OUR SELVES | ||||||
| 1550 SUPERIOR AVE | COSTA MESA | CA | 92627 | PC | COMPREHENSIVE CARE AND ASSISTANCE | $2,500 |
| THE SHEEP FOLD | ||||||
| PO BOX 4487 | ORANGE | CA | 92863 | PC | MOTHERS AND CHILDREN SUFFERING FROM DOMESTIC ABUSE | $5,000 |
| UCI FOUNDATION | ||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | PC | BIOLOGICAL SCIENCESGRADUATE FELLOWSHIP FUND | $10,000 |
| UCI FOUNDATION | ||||||
| 100 THEORY STE 250 | IRVINE | CA | 92617 | PC | BIOLOGICAL SCIENCES GRADUATE FELLOWSHIP FUND | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $782 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $69,944 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $790 | ExclusionAmt |
| Related Or Exempt Function Incm | $69,944 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,734 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $117 | EOYBookValueAmt |
| EOYFMV | $117 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR EXCISE TAXES PAID | Desc |
| Amt | $1,644 | Amt |