B & L FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- B & L FOUNDATION (EIN 74-2425299)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-12
- IRS object ID
- 202510439349100731
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-12T19:10:10-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 870637407 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAVAGE ESPLIN & RADMALL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N MAIN ST STE 402 | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742425299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | B&L FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | B&LF | BusinessNameControlTxt |
| Phone | 4356271127 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 S CRESTLINE DRIVE | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAE B LEWIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4356271127 | PhoneNum |
| Signature | 2025-02-12 | SignatureDt |
| 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 | RYAN N CRAMER CPA | PreparerPersonNm |
| PTIN | P00633789 | PTIN |
| Phone | 4356736195 | PhoneNum |
| Preparation | 2025-02-12 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $572,333 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $7,323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,323 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,323 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,606 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,606 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,490 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $543,576 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,490 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,396 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $42,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,419 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $40,325 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,610 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $413 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $106,978 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,158 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $102,805 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,001 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,246 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,246 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,051 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$129,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $40,325 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $575,407 | CashBOYAmt |
| Cash EOY | $469,322 | CashEOYAmt |
| Cash EOYFMV | $469,322 | CashEOYFMVAmt |
| Other Investments BOY | $86,454 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103,011 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $103,011 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $661,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $572,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $572,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $661,861 | RetainedEarningBOYAmt |
| Retained Earning EOY | $572,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $661,861 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $572,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $661,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $572,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $661,861 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$129,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,300 | OtherIncreasesAmt |
| Subtotal | $572,333 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $572,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $541,482 | GrossSalesPriceAmt |
| Cost Or Other Basis | $536,086 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,396 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,396 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,490 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,396 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $532 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $532 | SubtotalAmt |
| Tax Based On Investment Income | $532 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $555 | 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 |
| 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 | FAE LEWIS | IndividualWithBooksNm |
| Phone | 4356271127 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 S CRESTLINE DRIVE | AddressLine1Txt |
| City | ST GEORGE | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84790 | 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 | Yes (true) | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FAE B LEWIS | ||||||||
| 169 S CRESTLINE DRIVE | ST GEORGE | UT | 84790 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BRENDA L PRICE | ||||||||
| 2406 E PROSPECT ST | SEATTLE | WA | 98112 | TRUSTEE | 1.00 | $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 | GENEALOGICAL RESEARCH | Description1Txt |
| Expenses1 | $102,805 | Expenses1Amt |
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 | $594,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $607,522 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $607,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $598,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $532 | TotalTaxAmt |
| Distributable Before Adj | $29,388 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,388 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,388 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,051 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $165,051 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,388 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $98,198 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $148,687 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,878 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $391,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,051 | QualifyingDistributionsAmt |
| Applied To Current Year | $29,388 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $135,663 | RemainingDistriFromCorpusAmt |
| Total Corpus | $527,048 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $98,198 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $428,850 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $148,687 | ExcessFromYear4Amt |
| Excess From Year3 | $73,878 | ExcessFromYear3Amt |
| Excess From Year2 | $30,190 | ExcessFromYear2Amt |
| Excess From Year1 | $40,432 | ExcessFromYear1Amt |
| Excess From Current Year | $135,663 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BASHA HIGH SCHOOL | |||||
| 5990 S VAL VISTA DR | CHANDLER | AZ | 85249 | CHARITABLE DONATIONS | $466 |
| CARMEL VALLEY MIDDLE SCHOOL | |||||
| 3800 MYKONOS LN | SAND DIEGO | CA | 92130 | CHARITABLE DONATIONS | $180 |
| LDS CHURCH | |||||
| 50 EAST NORTH TEMPLE ST | SALT LAKE CITY | UT | 84150 | CHARITABLE DONATION | $31,400 |
| LIFTING HANDS INTERNATIONAL | |||||
| 169 S CRESTLINE DR | ST GEORGE | UT | 84770 | CHARITABLE DONATIONS | $10,200 |
| REACH HUMANITY | |||||
| 2500 S POWER RD | MESA | AZ | 85209 | CHARITABLE DONATIONS | $10,000 |
| WEST CHESTER CHILDREN'S CHOIR | |||||
| 817 S HIGH ST | WEST CHESTER | PA | 19382 | CHARITABLE DONATIONS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,246 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,323 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,606 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,490 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $42,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,419 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,610 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $103,011 | BookValueAmt |
| EOYFMV | $103,011 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| GENEALOGICAL RESEARCH | $102,805 | $102,805 | |
| INVESTMENT EXPENSES | $4,158 | $4,158 | |
| MISCELLANEOUS | |||
| BANK FEES | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAINS | Desc |
| Amt | $40,300 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $403 |
| BUSINESS REGISTRATION | $10 |