GLADNEY FOUNDATION TR UA 052098: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GLADNEY FOUNDATION TR UA 052098 (EIN 58-6367644)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-01-28
- IRS object ID
- 202640289349100219
- Schema version
- 2025v4.0
- 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 | 2026-01-28T06:41:35-08:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581412366 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DHUYVETTER & SWICHKOW PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 JOHNSON FERRY RD A-100 | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586367644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gladney Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLAD | BusinessNameControlTxt |
| Phone | 4044147205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 Diamond Point Road | AddressLine1Txt |
| City | Georgetown | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78633 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joan Heazel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jason Berke | PreparerPersonNm |
| PTIN | P01298072 | PTIN |
| Phone | 4042313500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $1,150,793 | 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 | $9,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,869 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,869 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,424 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $119,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,293 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,869 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,802 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,802 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,428 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,428 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,830 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,663 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,869 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,525 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,099,268 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,150,793 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $17,268 | CapitalStockBOYAmt |
| Capital Stock EOY | $64,731 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,463 | ExcessRevenueOverExpensesAmt |
| Subtotal | $64,731 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $64,731 | 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 |
|---|---|---|---|---|---|---|---|
| 25 Microsoft Corp. | P | 2003-02-18 | 2025-02-25 | $9,942 | $145 | $9,797 | $9,797 |
| 220 Microsoft Corp. | P | 2003-02-18 | 2025-05-19 | $100,905 | $1,278 | $99,627 | $99,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,424 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,580 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,580 | SubtotalAmt |
| Tax Based On Investment Income | $1,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $180 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | GA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joan Heazel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4048479797 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 Diamond Point Road | AddressLine1Txt |
| City | Georgetown | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78633 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joan Heazel | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 Peachtree St NW 606N | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,089,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,166,091 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,166,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,148,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,580 | TotalTaxAmt |
| Distributable Before Adj | $55,850 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,850 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,850 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $66,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,850 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $56,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,200 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,350 | RemainingDistriFromCorpusAmt |
| Total Corpus | $66,450 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $66,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $56,100 | ExcessFromYear1Amt |
| Excess From Current Year | $10,350 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Joan Heazel | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 Peachtree St NW 606N | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4044147205 | RecipientPhoneNum |
| Recipient Email Address | goldengator57@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | No specific form required. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| College Golf Fellowship | |||||||
| 5098 Foothills Blvd Ste E 138 | Roseville | CA | 95747 | N/A | POF | Charitable | $25,000 |
| Project Street Vet | |||||||
| PO Box 232579 | Encinitas | CA | 92023 | N/A | POF | Charitable | $5,000 |
| Newman Catholic Campus Ministry | |||||||
| 421 W St Marie St | Duluth | MN | 55811 | N/A | POF | Charitable | $1,000 |
| Central Texas Food Bank | |||||||
| 6500 Metropolis Dr | Austin | TX | 78744 | N/A | POF | Charitable | $5,000 |
| Isaiah 117 House | |||||||
| 1705 State Line Rd | Elizabethton | TN | 37643 | N/A | POF | Charitable | $1,000 |
| San Francisco AIDS Foundation | |||||||
| 940 Howard St | San Francisco | CA | 94103 | N/A | POF | Charitable | $200 |
| Saint Helen Catholic School | |||||||
| 2213 Old Alvin Rd | Pearland | TX | 77581 | N/A | POF | Charitable | $3,000 |
| Virginia Commonwealth University | |||||||
| 910 W Franklin St | Richmond | VA | 23220 | N/A | POF | Charitable | $25,000 |
| Word on Fire Catholic Ministries | |||||||
| PO Box 97330 | Washington | DC | 20090 | N/A | POF | Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,869 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $109,424 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $109,424 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,293 | 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 | Accounting Fees | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment expenses | $1,210 | $1,210 |
| Website Expense | $218 | $218 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $2,802 | Amt |
| Net Investment Income | $2,802 | NetInvestmentIncomeAmt |