STRATEGY STUDIO / PUBLIC DATA EXPLORER

GORDON AND KAREN NUTT FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GORDON AND KAREN NUTT FOUNDATION INC (EIN 45-3067277)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-10
IRS object ID
202521619349100962
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-10T12:42:06-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN811221297PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1David B McReeBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13980 Ironwood Circle Apt 406AddressLine1Txt
CityBradentonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453067277EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gordon and Karen Nutt Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORDBusinessNameControlTxt
Phone4073750189PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14716 Joanna Garden CourtAddressLine1Txt
CityWindermereCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34786ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKaren NuttPersonNm
Person TitleTreasurerPersonTitleTxt
Phone4073750189PhoneNum
Signature2025-06-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDavid B McRee CPAPreparerPersonNm
PTINP00103830PTIN
Phone7273147263PhoneNum
Preparation2025-06-10PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,802,751FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,059,280ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,330InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,330InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,446DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,446DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,059,312GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$728,147CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,090,088TotalRevAndExpnssAmt
Total Net Invst Incm$758,923TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,888AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$722AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,166AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$1,500TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$881OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$881OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,269TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$722TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,047TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,836ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,836ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,105TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$722TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$64,883TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,022,983ExcessRevenueOverExpensesAmt
Net Investment Income$758,201NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,825CashBOYAmt
Cash EOY$1,032,809CashEOYAmt
Cash EOYFMV$1,032,809CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$605,150CorporateStockBOYAmt
Corporate Stock EOY$605,150CorporateStockEOYAmt
Corporate Stock EOYFMV$1,769,942CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$614,975TotalAssetsBOYAmt
Total Assets EOY$1,637,959TotalAssetsEOYAmt
Total Assets EOYFMV$2,802,751TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$614,975RetainedEarningBOYAmt
Retained Earning EOY$1,637,959RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$614,975TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,637,959TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$614,975TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,637,959TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$614,975TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,022,983ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$1,637,959SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,637,959TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities$860,691$0$262,894$597,797$0$0$0$597,797
Publicly Traded Securities$198,621$0$68,271$130,350$0$0$0$130,350
FieldValueIRS element (for citing)
Capital Gain Net Income$728,147CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,539InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,539SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,539TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,482EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$11,482TotalPaymentsAndCreditsAmt
Original Return Overpayment-$11,482OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$943OverpaymentAmt
Applied To ES Tax$943AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKaren S NuttIndividualWithBooksNm
Phone4073750189PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14716 Joanna Garden CtAddressLine1Txt
CityWindermereCityNm
State AbbreviationFLStateAbbreviationCd
ZIP347868837ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Gordon S Nutt
4716 Joanna Garden CourtWindermereFL34786President3.00$0$0$0
Karen S Nutt
4716 Joanna Garden CourtWindermereFL34786Treasurer10.00$0$0$0
Elizabeth Bohn
4716 Joanna Garden CourtWindermereFL34786Director0.00$0$0$0
Gordon S Nutt II
4716 Joanna Garden CourtWindermereFL34786Director0.00$0$0$0
Karin Sargeant
4716 Joanna Garden CourtWindermereFL34786Director0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Meals delivered to individuals experiencing illness or hardship.Description1Txt
Expenses1$297Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,632,102AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$147,863AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,779,965TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,779,965AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,699CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,753,266NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,663MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,663MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,539TaxBasedOnInvestmentIncomeAmt
Total Tax$10,539TotalTaxAmt
Distributable Before Adj$77,124DistributableBeforeAdjAmt
Distributable Before Ded$77,124DistributableBeforeDedAmt
Distributable As Adjusted$77,124DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,883ExpensesAndContributionsAmt
Qualifying Distributions$64,883QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,124DistributableAsAdjustedAmt
Undistributed Income PY$58,926UndistributedIncomePYAmt
Qualifying Distributions$64,883QualifyingDistributionsAmt
Applied To Year1$58,926AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,957AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$71,167UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGordon S NuttContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
Central Florida Laps for Life
660 Lake Villas DrAltamonte SpringsFL32701PCFor ultrasound equipmentand training topregnancy care centers.$1,000
Society of St Vincent de Paul Inc
5125 S Apopka Vineland RdOrlandoFL32819PCServe the poor withfood pantries, thrift storesmeals, home visits, etc.$11,050
Beta of Titusville Inc
1015 Garden StreetTitusvilleFL32796PCMaterial/guidance/trainingassistance tomothers in crisis pregnancy.$1,500
Foundation for Foster Children Inc
2265 Lee Rd Ste 203Winter ParkFL32789PCCreate opportunities forand enhance livesof foster children.$5,000
National Veterans Homeless Support Inc
1436 King StCocoaFL32922PCSupport/transitional housingto eliminate veteranhomelessness in Central FL.$5,000
The Russell Home for Atypical Children
510 Holden AvenueOrlandoFL32839PCChristian home forspecial needschildren.$5,000
St Peter Claver Prison Ministry
6585 S US Hwy 17-92 Ste 1000Fern ParkFL32730PCSpiritial/instructional/materialsupport to prisoners for successfull re-entry to society.$5,000
Team Rubicon
5230 Pacific Concourse Dr Ste 200Los AngelesCA90045PCTeams military vets w/ 1stresponders to providedisaster relief recovery.$2,500
Harbour House of Central Florida Inc
PO Box 680748OrlandoFL32868PCShelter andassistance to domesticabuse victims.$2,500
Smile Train
633 Third Ave 9th FloorNew YorkNY10017PCFree cleftsurgery to childrenin developing nations.$2,500
Ronald McDonald House Charities of Central FL
1030 N Orange Ave Ste 105OrlandoFL32801PCLodging for families ofcritically ill child patientsin central FL.$5,000
Bay Hope Church Mission Trip
PO Box 340424TampaFL33694PCFoster a life-changingrelationshipwith Jesus Christ.$250
Hurricane Helene Disaster Relief
Various in Boone and Banner ElkBanner ElkNC28604IEmergency relieffor families immediateshort term needs.$15,036None
Go Fund Me - Various Individuals
4716 Joanna Garden CtWindermereFL34786ICancer treatmentmedical billsassistance.$500None
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,836TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,330ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,446ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$30,808ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,808TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGordon S NuttContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14716 Joanna Garden CourtAddressLine1Txt
CityWindermereCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34786ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,059,280TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property8000 Shares NVDA stockNoncashPropertyDesc
Fair Market Value$1,059,280FairMarketValueAmt
Received2024-12-16ReceivedDt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPublicly Traded SecuritiesAssetDesc
Gross Sales Price$1,059,312GrossSalesPriceAmt
Basis$1,059,280BasisAmt
Total Net$32TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Vanguard S&P 500 ETF$83,143$178,885
Vanguard Total Stock$522,007$1,591,057

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Annual Report$61$61
Software$523$523
Meals to needy persons.$297$297

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$1Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTax on Investment IncomeCategoryTxt
Amt$1,500Amt