BARTASH FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BARTASH FOUNDATION (EIN 23-2826759)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-10
- IRS object ID
- 202140699349100509
- 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 | 2021-03-10T09:07:05-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL T HITE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 SHEBAR DR | AddressLine1Txt |
| City | ISLIP | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117514410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232826759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARTASH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BART | BusinessNameControlTxt |
| Phone | 6312771908 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 E 72 STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BARTASH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6312771908 | PhoneNum |
| Signature | 2021-03-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | BARTASH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERYL T HITE | PreparerPersonNm |
| PTIN | P01322596 | PTIN |
| Phone | 6312771908 | PhoneNum |
| Preparation | 2021-03-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $436,569 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,193 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,193 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,862 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $375 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,049 | CashBOYAmt |
| Cash EOY | $20,483 | CashEOYAmt |
| Cash EOYFMV | $20,483 | CashEOYFMVAmt |
| Corporate Stock BOY | $135,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $131,254 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $416,086 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $146,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $436,569 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $208,212 | CapitalStockBOYAmt |
| Capital Stock EOY | $208,212 | CapitalStockEOYAmt |
| Retained Earning BOY | -$61,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$56,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $146,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $151,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $146,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $151,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $146,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,912 | ExcessRevenueOverExpensesAmt |
| Subtotal | $151,737 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $151,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESCO QQQ TRUST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2007-01-16 | AcquiredDt |
| Sold | 2020-12-04 | SoldDt |
| Gross Sales Price | $30,432 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,521 | CostOrOtherBasisAmt |
| Gain Or Loss | $25,911 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $25,911 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,193 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $424 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $424 | SubtotalAmt |
| Tax Based On Investment Income | $424 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $424 | 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 | DAVID BARTASH | IndividualWithBooksNm |
| Phone | 6312771908 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 E 72 STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100214685 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID BARTASH | ||||||||
| 325 E 72 STREET | NEW YORK | NY | 100214685 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| SUSANNE BARTASH | ||||||||
| 325 E 72 STREET | NEW YORK | NY | 10021 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| RACHEL BARTASH | ||||||||
| 325 E 72 STREET | NEW YORK | NY | 10021 | TREASURER | 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 |
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 | $355,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,093 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $368,827 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $368,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $363,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $424 | TotalTaxAmt |
| Distributable Before Adj | $17,741 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,741 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,741 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,475 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,475 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $25,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,741 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,008 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,539 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,492 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,646 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,475 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,741 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,734 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,380 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,008 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,372 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,539 | ExcessFromYear4Amt |
| Excess From Year3 | $2,492 | ExcessFromYear3Amt |
| Excess From Year2 | $2,448 | ExcessFromYear2Amt |
| Excess From Year1 | $3,159 | ExcessFromYear1Amt |
| Excess From Current Year | $7,734 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| DEVELOPMENTAL DISABILITIES FOUNDATI | |||||
| 99 HOLLYWOOD DRIVE | SMITHTOWN | NY | 11787 | GENERAL PROGRAM ACTIVITIES | $20,000 |
| CENTRAL PARK CONSERVATORY | |||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | GENERAL PROGRAM ACTIVITIES | $500 |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||
| 65 MITCHELL BLVD | SAN REFAEL | CA | 94903 | GENERAL PROGRAM ACTIVITIES | $250 |
| ISLAND HARVEST | |||||
| 15 GRUMMAN RD WEST | BETHPAGE | NY | 11714 | GENERAL PROGRAM ACTIVITIES | $500 |
| PLANNED PARENTHOOD | |||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | GENERAL PROGRAM ACTIVITIES | $250 |
| AUTISM SPEAKS | |||||
| 1 E 33RD STREET | NEW YORK | NY | 10016 | GENERAL PROGRAM ACTIVITIES | $1,500 |
| AUTISM SCIENCE FOUNDATION | |||||
| 3 CONTINENTAL RD | SCARSDALE | NY | 10583 | GENERAL PROGRAM ACTIVITIES | $1,500 |
| SUSAN KORMAN | |||||
| 246 W 38TH STREET | NEW YORK | NY | 10018 | GENERA PROGRAM ACTIVITIES | $100 |
| FOOD BANK OF NEW YORK CITY | |||||
| 355 FOOD CENTER DRIVE | BRONX | NY | 10474 | GENERAL PROGRAM ACTIVITIES | $250 |
| NEW YORK CARES | |||||
| 157 W 31ST STREET | NEW YORK | NY | 10001 | GENERAL PROGRAM ACTIVITIES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,911 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,951 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,911 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,862 | 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 | TAX PREP | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $131,254 | EOYBookValueAmt |
| EOYFMV | $416,086 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $100 | Amt |