D F HALTON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- D F HALTON FOUNDATION INC (EIN 56-1591985)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-02
- IRS object ID
- 202522769349100902
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-02T09:22:48-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201783594 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER B WYRICK CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 OLD TOWN SQUARE 238 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80524 | 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 | 561591985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D F HALTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DFHA | BusinessNameControlTxt |
| Phone | 3035881663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 WOODGATE COURT | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BRAUN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3035881663 | PhoneNum |
| Signature | 2025-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER WYRICK | PreparerPersonNm |
| PTIN | P00485493 | PTIN |
| Phone | 9702243400 | PhoneNum |
| Preparation | 2025-10-02 | 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 | $6,526,049 | 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 | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $166,118 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,118 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $549,967 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,828 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $348,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,032 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,580 | LegalFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $592 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $402,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,140 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $348,032 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $459,502 | CashBOYAmt |
| Cash EOY | $66,411 | CashEOYAmt |
| Cash EOYFMV | $66,411 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,805,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,459,638 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,459,638 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,264,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,526,049 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,526,049 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,264,595 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,526,049 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,264,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,526,049 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,264,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,526,049 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,264,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,140 | ExcessRevenueOverExpensesAmt |
| Other Increases | $315,594 | OtherIncreasesAmt |
| Subtotal | $6,526,049 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,526,049 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING LONG-TERM | P | 2011-01-01 | 2024-12-31 | $465,748 | $352,749 | $112,999 | $112,999 |
| PERSHING SHORT-TERM | P | 2023-12-31 | 2024-10-14 | $13,894 | $15,390 | -$1,496 | -$1,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,828 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,496 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,838 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,838 | SubtotalAmt |
| Tax Based On Investment Income | $4,838 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $4,838 | 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 | NC | 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 | JENNIFER BRAUN | IndividualWithBooksNm |
| Phone | 3035881663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 WOODGATE COURT | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| JENNIFER BRAUN | ||||||
| 1038 WOODGATE COURT | LONGMONT | CO | 80501 | CHAIR SEC | 000.50 | $0 |
| JENNIFER NICHOLS | ||||||
| 91 HUBBARD | BELMONT | NC | 28012 | TREASURER | 000.50 | $0 |
| CAROL PEGG | ||||||
| 1805 REDHEAD RD | MONCKS CORNER | SC | 29461 | VICE-CHAIR | 000.50 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,395,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,395,322 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,395,322 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,299,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $314,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $314,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,838 | TotalTaxAmt |
| Distributable Before Adj | $310,132 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $310,132 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $310,132 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,132 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,028,315 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $997,482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $983,356 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,176,716 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $447,577 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,633,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $310,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,868 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,723,314 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,028,315 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,694,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $997,482 | ExcessFromYear4Amt |
| Excess From Year3 | $983,356 | ExcessFromYear3Amt |
| Excess From Year2 | $1,176,716 | ExcessFromYear2Amt |
| Excess From Year1 | $447,577 | ExcessFromYear1Amt |
| Excess From Current Year | $89,868 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARKSDALE F HALTON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DALE F HALTON FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 WOODGATE COURT | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3035881663 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM. INCLUDE ORGANIZATION DESCRIPTION ITS ACTIVITIES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPIRE TRADE HIGH SCHOOL | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7125 HAMBRIGHT RD | AddressLine1Txt |
| City | HUNTERSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | CREATED NEW TRADE PATHWAYS, LAB UPFITS, INSTRUCTORS OUTREACH | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | 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 | $86 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $166,118 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $181,828 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $348,032 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,032 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME ON NON-PROFIT SAVINGS ACCOUNT |
| 4 | DIVIDENDS FROM NON-PROFIT INVESTMENT ACCOUNT |
| 8 | NET CAPITAL GAINS FROM NON-PROFIT INVESTMENT ACCOUNT |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BRAGG FINANCIAL BROKERAGE | StockNm |
| EOY Book Value | $6,459,638 | EOYBookValueAmt |
| EOYFMV | $6,459,638 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL SERVICES | CategoryTxt |
| Legal Fees | $1,580 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OFFICE EXPENSE | $360 |
| PO BOX | $232 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $315,594 | Amt |