RUSSELL W AND KAREN SUDA EKSTROM BROWN FOUNDATION: Form 990PF, tax year 2025
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- Organization
- RUSSELL W AND KAREN SUDA EKSTROM BROWN FOUNDATION (EIN 46-3341321)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349100232
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T12:02:56-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822650927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE TAX & FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4620 SAINT AMAND CIR | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761261945 | 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 | 463341321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUSSELL W AND KAREN SUDA EKSTRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 8175046689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 POST OAK RD | AddressLine1Txt |
| City | GORDON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76453 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN BROWN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8175046689 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE MOORE | PreparerPersonNm |
| PTIN | P01583037 | PTIN |
| Phone | 8172448624 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,868,153 | 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 | $97,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,183,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,095 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $153,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,438 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $37,729 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,729 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,869 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $50,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,141 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,326 | CashBOYAmt |
| Cash EOY | $2,509 | CashEOYAmt |
| Cash EOYFMV | $2,509 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $91,440 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,324,864 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,571,229 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,571,229 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,272,902 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $294,415 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $294,415 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,691,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,868,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,868,153 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,691,532 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,868,153 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,691,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,868,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,691,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,868,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,691,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,141 | ExcessRevenueOverExpensesAmt |
| Other Increases | $152,480 | OtherIncreasesAmt |
| Subtotal | $2,868,153 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,868,153 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,095 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,426 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,426 | SubtotalAmt |
| Tax Based On Investment Income | $1,426 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $74 | EsPenaltyAmt |
| Tax Due | $1,500 | 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 |
| 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 | SHAILAR WARD BROWN | IndividualWithBooksNm |
| Phone | 8175046689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13503 ALEDO IONA RD | AddressLine1Txt |
| City | BENBROOK | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76126 | 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 BROWN | ||||||||
| 1290 POST OAK RD | GORDON | TX | 76453 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| ANNA BROWN STONE | ||||||||
| 205 SHERRY TRAIL | WEATHERFORD | TX | 76086 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DAVID MARK BROWN | ||||||||
| 890 9TH AVE S | NAMPA | ID | 83651 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SHAILAR WARD BROWN | ||||||||
| 13503 ALEDO IONA RD | BENBROOK | TX | 76126 | DIRECTOR | 5.00 | $10,000 | $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 | $2,777,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,405 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,779,830 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,779,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,738,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,426 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,426 | TotalTaxAmt |
| Distributable Before Adj | $135,481 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $135,481 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $135,481 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,299 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $78,299 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $78,163 | UndistributedIncomePYAmt |
| Qualifying Distributions | $78,299 | QualifyingDistributionsAmt |
| Applied To Year1 | $78,163 | AppliedToYear1Amt |
| Applied To Current Year | $136 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $135,345 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 POST OAK RD | AddressLine1Txt |
| City | GORDON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8175046689 | RecipientPhoneNum |
| Recipient Email Address | KEBROWN4768@PROTONMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | PC | GENERAL FUND | $4,000 |
| ELECTRONIC FRONTIER FOUNDATION | ||||||
| 815 EDDY ST | SAN FRANCISCO | CA | 94109 | PC | GENERAL FUND | $8,000 |
| TARRANT AREA FOOD BANK | ||||||
| 2600 CULLEN ST | FORT WORTH | TX | 76107 | PC | GENERAL FUND | $8,000 |
| KERA FOUNDATION | ||||||
| PO BOX 150039 | DALLAS | TX | 75315 | PC | GENERAL FUND | $6,100 |
| RESCUE HER | ||||||
| PO BOX 869 | EULESS | TX | 76039 | PC | GENERAL FUND | $5,000 |
| PROTECTORS PEAK | ||||||
| 6061 NORTH SIDE ROAD | CALDER | ID | 83808 | PC | GENERAL FUND | $10,000 |
| TURNING POINT ACADEMY | ||||||
| 2811 CLAY ST | GRANBURY | TX | 76048 | PC | GENERAL FUND | $1,100 |
| SOUTH AMERICA MISSION | ||||||
| 1021 MAXWELL MILL RD | FORT MILL | SC | 29708 | PC | GENERAL FUND | $10,000 |
| BIBLE PROJECT | ||||||
| PO BOX 14278 | PORTLAND | OR | 97293 | PC | GENERAL FUND | $2,000 |
| NAMPA FIRST CHURCH OF NAZARENE | ||||||
| 601 16TH AVE S | NAMPA | ID | 83651 | PC | GENERAL FUND | $9,433 |
| INTERVARSITY | ||||||
| 635 SCIENCE DR | MADISON | WI | 53711 | PC | GENERAL FUND | $14,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,299 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $97,343 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $55,845 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $153,188 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,188 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,150 | Amt |
| Net Investment Income | $1,150 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| FIDELITY 4882 | PURCHASE | $86,877 | $84,849 | $2,028 |
| FIDELITY 4882 | PURCHASE | $1,052,063 | $1,042,341 | $9,722 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | EXCHANGE TRADED PRODUCTS | BondNm |
| EOY Book Value | $294,415 | EOYBookValueAmt |
| EOYFMV | $294,415 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY MUTUAL FUNDS - STOCK FUNDS | $2,571,229 | $2,571,229 |
| INVESTMENTS - CORPORATE STOCK |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $152,480 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $37,729 | Amt |
| Net Investment Income | $37,729 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $1,869 | Amt |