EARNEST F & EDNA P ABER SCHOLARSHIP FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EARNEST F & EDNA P ABER SCHOLARSHIP FUND (EIN 91-1817886)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349103709
- Schema version
- 2024v5.1
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T11:22:41-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465631495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sippel Law LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 205 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53105 | 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 | 911817886 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earnest F & Edna P Aber Scholarship Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EARN | BusinessNameControlTxt |
| Phone | 2622101854 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 205 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jessica A Sippel | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2622101854 | PhoneNum |
| Signature | 2025-05-12 | 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 | Taylor A Olson | PreparerPersonNm |
| PTIN | P03327650 | PTIN |
| Phone | 2622101854 | PhoneNum |
| 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 | $78,272 | 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 | $113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $113 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $113 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,800 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,800 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,011 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,536 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $17 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,853 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,449 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,930 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,250 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $581 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $581 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,310 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,310 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $69 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,308 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,930 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,475 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $68,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,051 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,797 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $79,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,272 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $79,383 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $73,526 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,857 | ExcessRevenueOverExpensesAmt |
| Subtotal | $73,526 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $73,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,536 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18 | SubtotalAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $18 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jessica A Sippel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2622101854 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 813 Fox Lane Ste D | AddressLine1Txt |
| City | Waterford | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53185 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| Jessica A Sippel | ||||||
| 813 Fox Lane Ste D | Waterford | WI | 53185 | Trustee | 0.00 | $0 |
| Rev Scott Carson | ||||||
| 257 Kendall Street | Burlington | WI | 53105 | Foundation Mgr. | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,333 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,333 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $75,333 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,130 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18 | TotalTaxAmt |
| Distributable Before Adj | $3,692 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,692 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,692 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,692 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,428 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $6,698 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,153 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,779 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,808 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,587 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,428 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,159 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,698 | ExcessFromYear3Amt |
| Excess From Year2 | $4,500 | ExcessFromYear2Amt |
| Excess From Year1 | $4,153 | ExcessFromYear1Amt |
| Excess From Current Year | $2,808 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Earnest and Edna Aber Scholarship F | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30623 Plank Rd | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2627632021 | RecipientPhoneNum |
| Form And Info And Materials | Same as prior years | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Same as prior years | SubmissionDeadlinesTxt |
| Restrictions On Awards | Same as prior years | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Grand Canyon University | |||||
| 330 Camelback Rd | Phoenix | AZ | 85017 | Scholarship | $1,000 |
| Edgewood College | |||||
| 1000 Edgewood College Drive | Madison | WI | 53711 | Scholarship | $1,000 |
| Loras College | |||||
| 1450 Alta Vista Street | Dubuque | IA | 52001 | Scholarship | $500 |
| Carthage College | |||||
| 2001 Alford Park Drive | Kenosha | WI | 53140 | Scholarship | $500 |
| Viterbo University | |||||
| 900 Viterbo Drive | La Crosse | WI | 54601 | Scholarship | $500 |
| Cedarville University | |||||
| 251 N Main Street | Cedarville | OH | 45314 | Scholarship | $1,000 |
| Villanova University | |||||
| 800 Lancaster Avenue | Villanova | PA | 19085 | Scholarship | $500 |
| Marquette University | |||||
| PO Box 1881 | Milwaukee | WI | 53201 | Scholarship | $1,000 |
| Carroll University | |||||
| 100 N East Ave | Waukesha | WI | 53186 | Scholarship | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $2,800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,853 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,853 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | Scholarships for Students | RelationshipStatementTxt |
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 | Accounting Fees - Edwards Group CPAs | CategoryTxt |
| Amt | $581 | Amt |
| Net Investment Income | $581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Numerous Stocks and Mutual Funds | AssetDesc |
| How Acquired | Purchase | HowAcquiredTxt |
| Gross Sales Price | $23,011 | GrossSalesPriceAmt |
| Basis | $22,071 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $940 | TotalNetAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal/Trustee Fees pd to Sippel Law, LLC | CategoryTxt |
| Legal Fees | $1,250 | LegalFeesAmt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory Fees - Merrill Lynch | $1,160 | $1,160 | $0 | $0 |
| Service Fee - Merrill Lynch | $150 | $150 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal Income Tax | $38 |
| Overdue Taxes from 12/31/2022 | $31 |