PMK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PMK FOUNDATION (EIN 30-6337233)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-19
- IRS object ID
- 202610789349100006
- 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 | 2026-03-19T08:18:04-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306337233 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The PMK Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Michael Koizim | InCareOfNm |
| Business Name Control | PMKF | BusinessNameControlTxt |
| Phone | 9044457439 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 A1A North STE 13-461 | AddressLine1Txt |
| City | Ponte Vedra Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL KOIZIM | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9044457439 | PhoneNum |
| Signature | 2026-03-19 | SignatureDt |
| 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 | $31,222,244 | 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 | $641,608 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $583,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $583,448 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $583,448 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $1,225,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $583,448 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $583,448 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $15,570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,570 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $15,570 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,570 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,305,440 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,305,440 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,321,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,570 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,305,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $567,878 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $567,878 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,958 | CashBOYAmt |
| Cash EOY | $3,513 | CashEOYAmt |
| Cash EOYFMV | $3,513 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,519,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,958,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,958,717 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,516,114 | CorporateStockBOYAmt |
| Other Investments EOY | $27,260,014 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,260,014 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,039,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,222,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,222,244 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,039,771 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,222,244 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,039,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,222,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,039,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,222,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,039,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,954 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,278,159 | OtherIncreasesAmt |
| Subtotal | $31,221,976 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,221,976 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,894 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,894 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,894 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,106 | OverpaymentAmt |
| Refund | $4,106 | RefundAmt |
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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Koizim | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9044457439 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 A1A North | AddressLine1Txt |
| City | Ponte Vedra Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | 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 |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL KOIZIM | ||||||||
| 830 A1A North STE 13-461 | Ponte Vedra Beach | FL | 32082 | Trustee | 10.00 | $0 | $0 | $0 |
| PATRICIA KOIZIM | ||||||||
| 830 A1A North STE 13-461 | Ponte Vedra Beach | FL | 32004 | Trustee | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,590,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,843,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,433,952 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $29,433,952 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $441,509 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,992,443 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,449,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,449,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,894 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,894 | TotalTaxAmt |
| Distributable Before Adj | $1,441,728 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,441,728 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,441,728 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,305,440 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,305,440 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,441,728 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $5,746 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,746 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,305,440 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,305,440 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,746 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,746 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $130,542 | UndistributedIncomeCYAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL KOIZIM | ContributingManagerNm |
| Contributing Manager | PATRICIA KOIZIM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| portchester carver children center | |||||||
| 400 Westchester Avenue | Port Chester | NY | 10573 | none | PF | child services | $2,591 |
| Florida State College at Jacksonville | |||||||
| 601 West State St | Jacksonville | FL | 32202 | none | PF | Student Support | $10,363 |
| Moore Meyers | |||||||
| PO Box 77607 | Jacksonville | FL | 32226 | none | PF | youth development | $15,203 |
| Swim Across America | |||||||
| 8508 Park Road | Charlotte | NC | 28210 | none | PF | Cancer research | $10,400 |
| National MS | |||||||
| 733 3rd Ave | New York | NY | 10017 | none | PF | MS research | $2,120 |
| Sawgrass Foundation | |||||||
| PO Box 289 | Ponte Vedra Beach | FL | 32004 | none | PF | Student scholarship | $10,000 |
| The Rita Foundation | |||||||
| 8334 Amherst Hills Lane | Jacksonville | FL | 32256 | none | PF | Cancer research | $30,000 |
| YMCA of Florida First Coast | |||||||
| 40 East Adams St | Jacksonville | FL | 32202 | none | PF | Student development | $108,316 |
| Big Brothers Big Sisters | |||||||
| 2502 N Rocky Point Drive | Tampa | FL | 33607 | none | PF | Student Development | $10,000 |
| Guardian Catholic | |||||||
| 4920 Brentwood Ave | Jacksonville | FL | 32206 | none | PF | Student Development | $10,000 |
| Lifting Up Westchester | |||||||
| 35 orchard st | White Plains | NY | 10603 | none | PF | Community Support | $25,997 |
| St Judes Childrens Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | none | PF | childhood medical support | $25,000 |
| Gabriel House of Care | |||||||
| 4599 Worrall Way | Atlantic Beach | FL | 32224 | none | PF | Medical Support | $25,750 |
| K9 for Warriors | |||||||
| 114 Camp K9 Rd | Ponte Vedra Beach | FL | 32081 | none | PF | Veteran Support | $20,000 |
| Florida State College Jacksonville | |||||||
| 501 W state St | Jacksonville | FL | 32202 | none | PF | Student Development | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,305,740 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAEL PATRICIA KOIZIM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 830 A1A North Ste 13-461 | AddressLine1Txt |
| City | Ponte Vedra Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $641,608 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Public Stock | NoncashPropertyDesc |
| Fair Market Value | $641,608 | FairMarketValueAmt |
| Received | 2025-12-30 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| corporate stock | FMV | $27,260,014 | $27,260,014 |
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized stock gains | Desc |
| Amt | $3,278,159 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| estimated taxes 2024 | $3,570 | $3,570 | $3,570 |
| estimated taxes 2025 | $12,000 | $12,000 | $12,000 |