ABELES FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ABELES FOUNDATION (EIN 30-0024271)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349103731
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T15:11:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HRB TAX GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2435 SAN RAMON VALLEY BLVD | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | 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 | 300024271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ABELES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELIZABETH LUTZKER | InCareOfNm |
| Business Name Control | ABEL | BusinessNameControlTxt |
| Phone | 2024940330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2596 MILVIA STREET | AddressLine1Txt |
| City | Berkeley | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH LUTZKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2024940330 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Vaishnavi Ramakrishnan | PreparerPersonNm |
| PTIN | P00596886 | PTIN |
| Phone | 9258381066 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,532,455 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,208 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,208 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $195,365 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,888 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $898 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,098 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,210 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,888 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,926 | CashBOYAmt |
| Cash EOY | $22,621 | CashEOYAmt |
| Corporate Stock BOY | $1,391,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,532,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,532,455 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,403,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,555,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,532,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,210 | ExcessRevenueOverExpensesAmt |
| Subtotal | -$24,210 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | -$24,210 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $763 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $763 | SubtotalAmt |
| Tax Based On Investment Income | $763 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $38 | EsPenaltyAmt |
| Tax Due | $801 | TaxDueAmt |
| Refund | $0 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | ELIZABETH LUTZKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024940330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2596 MILVIA ST | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94704 | ZIPCd |
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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH LUTZKER | ||||||||
| 2596 MILVIA STREET | Berkeley | CA | 94704 | DIRECTOR | 2.0 | $0 | $0 | $0 |
| ROBERT LUTZKER | ||||||||
| 2596 MILVIA STREET | Berkeley | CA | 94704 | TREASURER | 2.0 | $0 | $0 | $0 |
| ROBERT LUTZKER | ||||||||
| 2596 MILVIA STREET | Berkeley | CA | 94704 | SECRETARY | 2.0 | $0 | $0 | $0 |
| ROBERT LUTZKER | ||||||||
| 2596 MILVIA STREET | Berkeley | CA | 94704 | VICE PRESIDENT | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,532,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,555,076 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,555,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,531,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $763 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $763 | TotalTaxAmt |
| Distributable Before Adj | $75,825 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,825 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,825 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $77,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,825 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $77,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $75,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,825 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,825 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,825 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,825 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CYCLES OF CHANGE | ||||||||
| 1246 23RD AVE | OAKLAND | CA | 94606 | NONE | NC | COMMUNITY SUPPORT | $500 | |
| BIKE EAST BAY | ||||||||
| P O BOX 1736 | OAKLAND | CA | 94604 | NONE | NC | COMMUNITY SUPORT | $20,000 | |
| BERKELEY FOOD NETWORK | ||||||||
| 1925 9TH ST | BERKELEY | CA | 94710 | NONE | NC | COMMUNITY SUPPORT | $5,000 | |
| AMHERST COLLEGE | ||||||||
| P O BOX 5000 | AMHERST | MA | 01002 | NONE | NC | COMMUNITY SUPPORT | $500 | |
| CITY SIDE | ||||||||
| P O BOX 70004 | OAKLAND | CA | 94612 | NONE | NC | COMMUNITY SUPPORT | $500 | |
| GOFUNDMEORG | ||||||||
| 8605 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | NONE | NC | COMMUNITY SUPPORT | $7,500 | |
| FINE INTERNATIONAL | ||||||||
| 106 APPLE ST | TINTON FALLS | NJ | 07724 | None | NC | COMMUNITY SUPPORT | $5,000 | STE 106 |
| BERKELEY HIGH SCHOOL DEVELOPMENT | ||||||||
| P O BOX 519 | BERKELEY | CA | 94701 | NONE | NC | COMMUNITY SUPPORT | $5,000 | |
| LONGFELLOW MIDDLE SCHOOL | ||||||||
| 1500 DERBY ST | BERKELEY | CA | 94703 | NONE | NC | COMMUNITY SUPPORT | $5,000 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| 9450 W GEMINI DR | BEAVERTON | OR | 97008 | NONE | NC | COMMUNITY SUPPORT | $2,500 | |
| NAYSO | ||||||||
| 1176 UNIVERSITY AVE | BERKELEY | CA | 94702 | NONE | NC | COMMUNITY SUPPORT | $1,000 | |
| PROPUBLICA | ||||||||
| 155 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | NC | COMMUNITY SUPPORT | $1,000 | |
| TEXAS LIONS CAMP | ||||||||
| 4000 HIGHWAY 27 | KERRVILLE | TX | 78028 | NONE | NC | COMMUNITY SERVICE | $500 | |
| WATERSIDE WORKSHOP | ||||||||
| 84 BOLIVAR DR | BERKELEY | CA | 94710 | NONE | NC | COMMUNITY SUPPORT | $500 | |
| WIKIPEDIA | ||||||||
| P O BOX 98204 | WASHINGTON DC | DC | 20090 | NONE | NC | COMMUNITY SUPPORT | $2,500 | |
| BIG GIVE UC BERKELEY | ||||||||
| 110 SPROUL PLAZA | BERKELEY | CA | 94720 | NONE | NC | COMMUNITY SUPPORT | $650 | |
| UC BERKELEY | ||||||||
| 110 SPROUL PLAZA | BERKELEY | CA | 94720 | NONE | NC | COMMUNITY SUPPORT | $10,000 | |
| UC BERKELEY SCHOOL FUND | ||||||||
| 2020 BONAR ST | BERKELEY | CA | 94702 | NON PROFIT ORGANIZATION | NC | COMMUNITY SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,888 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,888 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TAX PREPARATION FEES | $500 |
| SECRETARY OF STATE REG | $50 |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 2024-12 | 2025-01 | $103,675 | $103,653 | $558 |
| CHARLES SCHWAB | 2024-11 | 2025-12 | $81,982 | $71,568 | $10,414 |
| CHARLES SCHWAB | 2024-10 | 2025-12 | $9,708 | $0 | $9,708 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $1,532,455 | EOYBookValueAmt |
| EOYFMV | $1,532,455 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $898 | Amt |