GRAFF EDUCATIONAL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GRAFF EDUCATIONAL FOUNDATION INC (EIN 75-2913161)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-04-12
- IRS object ID
- 202241029349100114
- Schema version
- 2020v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-12T11:53:30-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752915651 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURNER VEDRENNE & HOWARD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9330 LYNDON B JOHNSON FWY STE 875 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752434353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752913161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAFF EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAF | BusinessNameControlTxt |
| Phone | 2149517434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8901 GOVERNORS ROW | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75247 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STANLEY V GRAFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9722640700 | PhoneNum |
| Signature | 2022-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STANLEY V | PersonFirstNm |
| Person Last | GRAFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS L TURNER | PreparerPersonNm |
| PTIN | P00285792 | PTIN |
| Phone | 9726444131 | PhoneNum |
| Preparation | 2022-04-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $564,179 | 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 | $21,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,474 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,474 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,185 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,185 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,659 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $503 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,159 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,054 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,054 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $413,883 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $492,541 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $563,125 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $415,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $493,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $564,179 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,750 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,750 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,750 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $413,689 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $491,845 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $413,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $491,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $415,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $493,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $413,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,156 | ExcessRevenueOverExpensesAmt |
| Subtotal | $491,845 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $491,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICITY TRADED SECURITIES | P | $1,289 | $1,289 | $1,289 |
| PUBLICITY TRADED SECURITIES | P | $51,896 | $51,896 | $51,896 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,185 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,289 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,059 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,059 | SubtotalAmt |
| Tax Based On Investment Income | $1,059 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $1,068 | 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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | SHERRY ANNETT | IndividualWithBooksNm |
| Phone | 2149517434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8901 GOVERNORS ROW | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75247 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARK WELCH | ||||||||
| 2300 N CENTRAL EXPRESSWAY | MCKINNEY | TX | 75070 | SEC/TREAS | 000.00 | $0 | $0 | $0 |
| STANLEY V GRAFF | ||||||||
| 8901 GOVERNORS ROW | DALLAS | TX | 75247 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CLAYTON SAWYERS | ||||||||
| 1405 EAST MAIN STREET | GRAND PRAIRIE | TX | 75050 | VICE PRES | 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 | AWARD QUALIFIED SCHOLARSHIPS TO ELIGIBLE INDIVIDUALS FROM THE COMMUNITY WHO WILL HAVE AN OPPORTUNITY TO PARTICIPATE IN A PROGRAM OF STUDY AT AN INSTITUTION OF HIGHER LEARNING; AS WELL AS TO CONDUCT OTHER CHARITABLE, BENEVOLENT, EDUCATIONAL AND SOCIAL FUNCTIONS. | Description1Txt |
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 | $544,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $547,682 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $547,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $539,467 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,973 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,973 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,059 | TotalTaxAmt |
| Distributable Before Adj | $25,914 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,914 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,914 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $19,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $19,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,863 | UndistributedIncomePYAmt |
| Qualifying Distributions | $19,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,863 | AppliedToYear1Amt |
| Applied To Current Year | $137 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $25,777 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERRY ANNETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8901 GOVERNORS ROW | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2149517434 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IMMACULATE CONCEPTION SCHOOL | |||||||
| 400 NE 17TH STREET | GRAND PRAIRIE | TX | 75050 | N/A | 501(C)3 | EDUCATIONAL PURPOSES | $12,500 |
| GRAND PRAIRIE ISD ED FOUNDATION | |||||||
| 2602 S BELTLINE RD | GRAND PRAIRIE | TX | 75052 | N/A | 501(C)3 | EDUCATIONAL PURPOSE | $5,500 |
| CARTER HIGH SCHOOL - VARSITY CHEER | |||||||
| 1819 W WHEATLAND RD | DALLAS | TX | 75232 | N/A | 501(C)3 | EDUCATIONAL PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,474 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,185 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,659 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,659 | 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 | EL DORADO MOTORS INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N CENTRAL EXPY | AddressLine1Txt |
| City | MCKINNEY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AVANTAX ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $492,541 | BookValueAmt |
| EOYFMV | $563,125 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $503 | Amt |