GLENN E AND AILEEN F BARNETT SCHOLARSHIP TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GLENN E AND AILEEN F BARNETT SCHOLARSHIP TR (EIN 36-7432274)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-14
- IRS object ID
- 202520459349100507
- Schema version
- 2024v5.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-14T09:27:43-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383548727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James W Gordon CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 92 West Chicago Street | AddressLine1Txt |
| City | Coldwater | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367432274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Glenn & Aileen Barnett Scholarship Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLEN | BusinessNameControlTxt |
| Phone | 5172781500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W Chicago St | AddressLine1Txt |
| City | Coldwater | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Century Bank and Trust | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5172781500 | PhoneNum |
| Signature | 2025-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Gordon | PreparerPersonNm |
| PTIN | P00053843 | PTIN |
| Phone | 5172786100 | PhoneNum |
| Preparation | 2025-02-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $346,976 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $683 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $683 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,544 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,442 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,083 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,083 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $126 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,867 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,039 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $141,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $141,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $215,348 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $124,919 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $82,919 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $78,589 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $279,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $277,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $346,976 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $279,443 | CapitalStockBOYAmt |
| Capital Stock EOY | $277,271 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $279,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $277,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $279,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $277,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $279,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,867 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,695 | OtherIncreasesAmt |
| Subtotal | $277,271 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $277,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Bank CDs | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-07-06 | AcquiredDt |
| Sold | 2024-10-04 | SoldDt |
| Gross Sales Price | $85,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $85,000 | CostOrOtherBasisAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,544 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $288 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $157 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $157 | SubtotalAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $157 | 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 | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| 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 | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Century Bank & Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5172781569 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W Chicago St | AddressLine1Txt |
| City | Coldwater | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49036 | 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 |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Century Bank & Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W Chicago St | AddressLine1Txt |
| City | Coldwater | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 002.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,083 | CompensationAmt |
| 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 | Five college scholarships awarded to Branch Co high school graduates | Description1Txt |
| Expenses1 | $16,000 | 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 | $304,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $337,814 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $337,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,067 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $332,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $157 | TotalTaxAmt |
| Distributable Before Adj | $16,480 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,480 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,480 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,480 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $6,864 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,864 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $480 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $480 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,384 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,384 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $6,384 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Alicia Kulpinski | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W Chicago St | AddressLine1Txt |
| City | Coldwater | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5172781569 | RecipientPhoneNum |
| Form And Info And Materials | Applications available from Bronson High School | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | May 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be a Bronson High School graduate attending Trine University | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jayna Klingaman | |||||||
| 338 Dylan Dr | Coldwater | MI | 49036 | None | I | Education scholarship | $3,000 |
| Aubrey weinberg | |||||||
| 237 Albers Rd | Bronson | MI | 49028 | None | I | Education scholarship | $2,000 |
| Sayler Wotta | |||||||
| 121 S Matteson Lake Rd | Bronson | MI | 49028 | None | I | Education scholarship | $5,000 |
| Sidney Swick | |||||||
| 870 Sackett Rd | Bronson | MI | 49028 | None | I | Education scholarship | $3,000 |
| Sidney Woolf | |||||||
| 101 N Polk St | Coldwater | MI | 49036 | None | I | Education scholarship | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $683 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,215 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,544 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,442 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,442 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3,4,8 | LineNumberTxt |
| Relationship Statement | All income distributed to Trine University for scholarships for Branch Co high school graduates | RelationshipStatementTxt |
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 preparation fees | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Bank CDs and mutual funds | BondNm |
| EOY Book Value | $82,919 | EOYBookValueAmt |
| EOYFMV | $78,589 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stock and mutual funds | StockNm |
| EOY Book Value | $141,313 | EOYBookValueAmt |
| EOYFMV | $215,348 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Basis adjustment | Desc |
| Amt | $2,695 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 990-PF taxes | CategoryTxt |
| Amt | $126 | Amt |