BUEHRING FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BUEHRING FAMILY FOUNDATION (EIN 75-2836286)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202141279349100244
- Schema version
- 2020v4.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T18:52:29Z | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431871840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Block Advisors | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11661 PRESTON RD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75230 | 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 | 752836286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUEHRING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUEH | BusinessNameControlTxt |
| Phone | 2145646748 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10111 CHESTERTON | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BUEHRING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2145646748 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | BUEHRING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sammy Jaffe | PreparerPersonNm |
| PTIN | P00116351 | PTIN |
| Phone | 2143730700 | PhoneNum |
| Preparation | 2021-05-07 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $406,034 | 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 |
| Dividends Rev And Expnss | $4,708 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,708 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,708 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,345 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,345 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,908 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $8,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,053 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,616 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,375 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $2,375 | CompOfcrDirTrstAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $300 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $48 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $75 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,797 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,798 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,797 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,798 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,256 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,818 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,718 | CashBOYAmt |
| Other Investments BOY | $332,950 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $406,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $406,034 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $358,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $406,034 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $406,034 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $358,668 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $406,034 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $358,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $406,034 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $358,668 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $406,034 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $358,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,617 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,941 | OtherIncreasesAmt |
| Subtotal | $413,992 | SubtotalAmt |
| Other Decreases | $7,958 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $406,034 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TRUST TECH | P | 2019-09-16 | 2020-09-11 | $2,539 | $2,430 | $109 | $109 |
| FIDELITY SELECT DEFENSE AND AEROSPACE | P | 2019-09-16 | 2020-11-12 | $10,000 | $12,563 | -$2,563 | -$2,563 |
| CAP GAIN FROM FIDELITY | 2020-01-01 | 2020-12-31 | $5,799 | $5,799 | $5,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,345 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,908 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $73 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $73 | SubtotalAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $73 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | false | AtLeast5000InAssetsInd |
| 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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILL BUEHRING | IndividualWithBooksNm |
| Phone | 2145646748 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10111 CHESTERTON | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75238 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|
| GABRIELLA BUEHRING | ||||||
| 10111 CHESTERTON | Dallas | TX | 75238 | MEMBER | 0.00 | $0 |
| WILLIAM B BUEHRING | ||||||
| 10111 CHESTERTON | Dallas | TX | 75238 | PRESIDENT | 0.00 | $0 |
| Michael Buehring | ||||||
| 10111 CHESTERTON | DALLAS | TX | 735585238 | VP TREASURER | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $358,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $358,668 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $358,668 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,380 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $353,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $73 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $73 | TotalTaxAmt |
| Distributable Before Adj | $17,591 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,591 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,591 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,075 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,075 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,591 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $2,340 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,075 | QualifyingDistributionsAmt |
| Total Corpus | $2,340 | TotalCorpusAmt |
| Undistributed Income CY | $17,591 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,340 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | Dallas | TX | 75231 | NONE | GENERAL USE DONATION | $500 |
| EXCHANGE CLUB OF LAKE HIGHLANDS | ||||||
| PO BOX 38225 | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $1,000 |
| WARREN CENTER | ||||||
| 320 CUSTER RD | Richardson | TX | 75080 | NONE | GENERAL USE DONATION | $100 |
| ST PATRICKS CHURCH | ||||||
| 9635 FERNDALE | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $2,500 |
| FEED LAKE HIGHLANDS | ||||||
| 10061 WHITEHURST DR | Dallas | TX | 75243 | NONE | GENERAL USE DONATION | $1,000 |
| CATHOLIC CHARITIES OF DALLAS | ||||||
| 1421 W MOCKINGBIRD LANE | Dallas | TX | 75247 | NONE | GENERAL USE DONATION | $1,000 |
| NORTH TEXAS FOOD BANK | ||||||
| 4500 COCRELL HILL RD | Dallas | TX | 75236 | NONE | GENERAL USE DONATION | $1,000 |
| KC | ||||||
| 10110 SHOREVIEW RD | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $1,000 |
| WALLACE PTA | ||||||
| 9921 KIRKHAVEN RD | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $7,000 |
| GRACE PROJECT | ||||||
| 14286 CR 224 | Arp | TX | 75750 | NONE | GENERAL USE DONATION | $750 |
| THE PATS CLUB | ||||||
| 9635 FERNDALE RD | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $1,500 |
| FORERUNNER MENTORING | ||||||
| 10110 MCREE | Dallas | TX | 75238 | NONE | GENERAL USE DONATION | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,708 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,345 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,053 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,053 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Book Value | $406,034 | BookValueAmt |
| EOYFMV | $406,034 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE | Desc |
| Amt | $7,958 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LAUAREN RODELO LOGO ARE | Desc |
| Revenue And Expenses Per Books | $225 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $75 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN VALUE | Desc |
| Amt | $70,941 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $300 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $95 | Amt |
| Net Investment Income | $47 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48 | AdjustedNetIncomeAmt |