PAUL AND DINA W BLOCK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND DINA W BLOCK FOUNDATION (EIN 13-6083017)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202601279349102735
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T15:42:15-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471879965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORCHARD ACCOUNTING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 NORTH RIVER ROAD | AddressLine1Txt |
| City | FREMONT | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 434209485 | 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 | 136083017 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL AND DINA W BLOCK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 4197246017 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 OREGON ROAD | AddressLine1Txt |
| City | NORTHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43619 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD BLOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4197246017 | PhoneNum |
| Signature | 2026-03-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH A KORTOKRAX CPA | PreparerPersonNm |
| PTIN | P00645811 | PTIN |
| Phone | 4193322500 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| 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 | $3,544,178 | 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 | $81,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,850 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $193,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,554 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $259,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,884 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,202 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,202 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $472 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $472 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,674 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,674 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $140,411 | CashBOYAmt |
| Cash EOY | $20,705 | CashEOYAmt |
| Cash EOYFMV | $20,705 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,810,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,001,451 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,523,473 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,950,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,022,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,544,178 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,950,457 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,022,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,950,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,022,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,950,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,022,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,950,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $193 | OtherIncreasesAmt |
| Subtotal | $2,022,156 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,022,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,554 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,685 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,685 | SubtotalAmt |
| Tax Based On Investment Income | $1,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,918 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,918 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,233 | OverpaymentAmt |
| Applied To ES Tax | $1,233 | 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 | NY | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | DON BLOCK | IndividualWithBooksNm |
| Phone | 4197246017 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 OREGON ROAD | AddressLine1Txt |
| City | NORTHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43619 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN JOHNESE | ||||||||
| 2700 OREGON ROAD | NORTHWOOD | OH | 43619 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| HANNAH BLOCK | ||||||||
| 2700 OREGON ROAD | NORTHWOOD | OH | 43619 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| DONALD BLOCK | ||||||||
| 2700 OREGON ROAD | NORTHWOOD | OH | 43619 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JOHN BLOCK | ||||||||
| 2700 OREGON ROAD | NORTHWOOD | OH | 43619 | TRUSTEE | 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 |
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 | $3,414,960 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,491,611 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,491,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,439,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,685 | TotalTaxAmt |
| Distributable Before Adj | $170,277 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,277 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,277 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,277 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,566 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $562 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,258 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $56,386 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $170,277 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,723 | RemainingDistriFromCorpusAmt |
| Total Corpus | $58,109 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,566 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,543 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $562 | ExcessFromYear4Amt |
| Excess From Year3 | $44,258 | ExcessFromYear3Amt |
| Excess From Current Year | $1,723 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHAMBER MUSIC PITTSBURGH | |||||||
| 370 CASTLE SHANNON BLVD | PITTSBURGH | PA | 15234 | NONE | PC | COMMUNITY BENEFIT & PUBLIC SERVICE | $3,000 |
| JEREMIAH'S PLACE | |||||||
| 6435 FRANKSTOWN AVE | PITTSBURGH | PA | 15206 | NONE | PC | COMMUNITY BENEFIT & PUBLIC SERVICE | $30,000 |
| PITTSBURGH GLASS CENTER | |||||||
| 5472 PENN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | COMMUNITY SERVICE/PUBLIC BETTERMENT | $30,000 |
| PITTSBURGH SYMPHONY | |||||||
| HEINZ HALL | PITTSBURGH | PA | 15213 | NONE | PC | COMMUNITY SERVICE/PUBLIC BETTERMENT | $2,500 |
| TOLEDO SYMPHONY | |||||||
| 1838 PARKWOOD AVE | TOLEDO | OH | 43604 | NONE | PC | COMMUNITY SERVICE, PUBLIC BENEFIT | $7,500 |
| LITERACY PITTSBURGH | |||||||
| 411 SEVENTH AVE | PITTSBURGH | PA | 15219 | NONE | PC | COMMUNITY BENEFIT & PUBLIC SERVICE | $30,000 |
| MOM'S HOUSE | |||||||
| 722 N WESTWOOD AVE | TOLEDO | OH | 43607 | NONE | PC | COMMUNITY BENEFIT & PUBLIC SERVICE | $13,000 |
| THE GROLIER CLUB | |||||||
| 47 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | COMMUNITY BENEFIT & PUBLIC SERVICE | $13,000 |
| READ FOR LITERACY | |||||||
| 325 N MICHIGAN ST | TOLEDO | OH | 43604 | NONE | PC | COMMUNITY BENEFIT AND PUBLIC SERVICE | $4,000 |
| UNITED WAY OF GREATER TOLEDO | |||||||
| 1001 MADISON AVE STE 100 | TOLEDO | OH | 43604 | NONE | PC | COMMUNITY BENEFIT AND PUBLIC SERVICE | $6,000 |
| PITTSBURGH BALLET THEATRE | |||||||
| 2900 LIBERTY AVE | PITTSBURGH | PA | 15201 | NONE | PC | COMMUNITY BENEFIT AND PUBLIC SERVICE | $2,000 |
| PITTSBURGH PUBLIC THEATER | |||||||
| 621 PENN AVE | PITTSBURGH | PA | 15222 | NONE | PC | COMMUNITY BENEFIT AND PUBLIC SERVICE | $1,000 |
| MISSISSIPPI STATE UNIVERSITY | |||||||
| MISSISSIPPI STATE | MISSISSIPPI STATE | MS | 39762 | NONE | PC | COMMUNITY BENEFIT AND PUBLIC SERVICE | $10,000 |
| WOODLAWN CEMETARY | |||||||
| 1502 CENTRAL AVE | TOLEDO | OH | 43606 | NONE | PC | COMMUNITY SERVICE, PUBLIC BENEFIT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,554 | ExclusionAmt |
| Related Or Exempt Function Incm | $122,296 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,884 | ExclusionAmt |
| Related Or Exempt Function Incm | $122,296 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,180 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PNC - VARIOUS | 2025-01 | PURCHASE | 2025-12 | $1,804 | $1,684 | $120 |
| PNC - VARIOUS | 2024-01 | PURCHASE | 2025-12 | $136,537 | $14,361 | $122,176 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PNC | StockNm |
| EOY Book Value | $2,001,451 | EOYBookValueAmt |
| EOYFMV | $3,523,473 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INCOME | $205 |
| RETURN OF CAPITAL | $24 |
| OTHER | -$36 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC | CategoryTxt |
| Amt | $15,202 | Amt |
| Net Investment Income | $15,202 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $472 | Amt |
| Net Investment Income | $472 | NetInvestmentIncomeAmt |