DOUGLAS AND MIKELE RAUCH FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS AND MIKELE RAUCH FAMILY FOUNDATION INC (EIN 83-1908503)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202543199349101164
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T14:42:11-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203699372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG & WITHERS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1266 FURNACE BROOK PARKWAY | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | 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 | 831908503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOUGLAS AND MIKELE RAUCH FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 6176202924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 54 WILDE ROAD | AddressLine1Txt |
| City | WABAN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02468 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS G RAUCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6176202924 | PhoneNum |
| Signature | 2025-11-08 | 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 | JAMES C WITHERS | PreparerPersonNm |
| PTIN | P00185396 | PTIN |
| Phone | 6177731550 | PhoneNum |
| Preparation | 2025-11-08 | 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 | $151,977 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $143,194 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $311 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $311 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $229,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $483,078 | GrossSalesPriceAmt |
| Total Rev And Expnss | $373,353 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $311 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,100 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,738 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,738 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,838 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,016 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,016 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $373,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $373,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$501 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $311 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,855 | CashBOYAmt |
| Cash EOY | $17,079 | CashEOYAmt |
| Cash EOYFMV | $17,079 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,253 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,563 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,563 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $127,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,335 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $133,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $151,977 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $133,298 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $132,797 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $133,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $133,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$501 | ExcessRevenueOverExpensesAmt |
| Subtotal | $132,797 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $132,797 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2019-03-11 | RulingLetterDt |
| Investment Income Excise Tax | $4 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4 | SubtotalAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $4 | 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 |
| Org Report Or Register State | MA | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DOUGLAS G RAUCH | IndividualWithBooksNm |
| Phone | 6176202924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540WILDE ROAD | AddressLine1Txt |
| City | WABAN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02468 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS G RAUCH | ||||||||
| 540WILDE ROAD | WABAN | MA | 02468 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MIKELE M RAUCH | ||||||||
| 54 WILDE ROAD | WABAN | MA | 02468 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HUNGER RELIEF | Description1Txt |
| Expenses1 | $341,516 | Expenses1Amt |
| Description2 | EDUCATION PROJECTS | Description2Txt |
| Expenses2 | $28,500 | Expenses2Amt |
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 | $94,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,698 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $114,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4 | TotalTaxAmt |
| Distributable Before Adj | $5,645 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,645 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,645 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $373,854 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $373,854 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,645 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $71,442 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,867 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,890 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $239,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $373,854 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,645 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $368,209 | RemainingDistriFromCorpusAmt |
| Total Corpus | $607,408 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $607,408 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $71,442 | ExcessFromYear3Amt |
| Excess From Year2 | $69,867 | ExcessFromYear2Amt |
| Excess From Year1 | $97,890 | ExcessFromYear1Amt |
| Excess From Current Year | $368,209 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS G RAUCH | ContributingManagerNm |
| Contributing Manager | MIKELE M RAUCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| URBAN FOOD INTIATIVE | |||||
| 54 WILDE RD | WABAN | MA | 02468 | HUNGER | $341,516 |
| TAKING BACK OURSELVES | |||||
| PO BOX 117 | WABAN | MA | 02468 | HELPING WOMEN RECOVERING FROM TRAUMA | $10,000 |
| WBUR | |||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | EDUCATION | $18,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,016 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $311 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $229,848 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $230,159 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,159 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DOUGLAS G RAUCH | ||||||
| 1 | 54 WILDE ROAD | WABAN | MA | 02468 | $71,597 | Yes (X) |
| MIKELE M RAUCH | ||||||
| 2 | 54 WILDE ROAD | WABAN | MA | 02468 | $71,597 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHARES PAR TECHNLGY | $52,290 | 2024-09-04 |
| 1 | 500 SHARES SPROUTS FARMERS MARKE | $49,415 | 2024-09-06 |
| 1 | 314 SHARESS SPROUTS | $46,872 | 2024-12-12 |
| 2 | 1000 SHARES PAR TECH | $52,290 | 2024-09-04 |
| 2 | 500 SHARES SPROUTS | $49,415 | 2024-09-06 |
| 2 | 313 SHARES SPROUTS | $46,872 | 2024-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $2,100 | Amt |
| Disbursements Charitable Prps | $2,100 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PAR TECHNLGY | 2019-06 | PURCHASE | 2024-08 | $79,287 | $42,121 | $37,166 |
| PAR TECHNLGY | 2020-06 | PURCHASE | 2024-08 | $2,228 | $1,167 | $1,061 |
| PAR TECHNLGY | 2020-06 | PURCHASE | 2024-09 | $26,235 | $14,235 | $12,000 |
| PAR TECHNLGY | 2023-06 | PURCHASE | 2024-09 | $78,706 | $51,465 | $27,241 |
| SPROUTS FARMERS MARKET | 2022-06 | PURCHASE | 2024-09 | $100,073 | $48,257 | $51,816 |
| SPROUTS FARMERS MARKET | 2022-06 | PURCHASE | 2024-12 | $92,663 | $30,257 | $62,406 |
| SPROUTS FARMERS MARKETS | 2022-12 | PURCHASE | 2024-05 | $103,886 | $65,728 | $38,158 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPROUTS 3,000 SHARES | ||
| PAR TECHNLGY | $17,155 | $36,335 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| LICENSES AND FEES | $150 | $150 |
| FEDERAL TAXES | $1,588 | $1,588 |