BRUCE AND JINA VEACO FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE AND JINA VEACO FOUNDATION (EIN 81-4455903)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202631209349101123
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-30T13:57:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 w OLYMPIC BLVD 11TH FLR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | 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 | 814455903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE AND JINA VEACO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JINA VEACO | InCareOfNm |
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 3104701541 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10800 WILSHIRE BOULEVARD Suite 1803 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE VEACO | PersonNm |
| Person Title | SECRETARY/CFO | PersonTitleTxt |
| Phone | 3104701541 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S DREYER | PreparerPersonNm |
| PTIN | P00002084 | PTIN |
| Phone | 3105661900 | 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 | $8,719,408 | 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 | $149,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $254,775 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $404,152 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $404,152 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $362,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $362,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $362,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $362,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $404,152 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $514,430 | CashBOYAmt |
| Cash EOY | $344,163 | CashEOYAmt |
| Cash EOYFMV | $344,163 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,087,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,237,416 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,375,245 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,601,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,581,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,719,408 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,601,976 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,581,579 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,601,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,581,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,601,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,581,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,601,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,652 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,643,628 | SubtotalAmt |
| Other Decreases | $62,049 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,581,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2000 SHS TJX | PropertyDesc |
| Acquired | 2002-05-14 | AcquiredDt |
| Gross Sales Price | $265,355 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,580 | CostOrOtherBasisAmt |
| Gain Or Loss | $254,775 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $254,775 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $254,775 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,618 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,618 | SubtotalAmt |
| Tax Based On Investment Income | $5,618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,382 | OverpaymentAmt |
| Applied To ES Tax | $4,382 | AppliedToESTaxAmt |
| 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | JINA VEACO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104701541 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10800 WILSHIRE BOULEVARD STE 1803 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JINA VEACO | ||||||||
| 10800 WILSHIRE BLVD STE 1803 | LOS ANGELES | CA | 90024 | PRESIDENT | 0.5 | $0 | $0 | $0 |
| BRUCE G VEACO | ||||||||
| 10800 WILSHIRE BLVD STE 1803 | LOS ANGELES | CA | 90024 | SECRETARY/CFO | 0.5 | $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 | $8,029,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $447,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,477,163 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,477,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,350,006 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $417,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $417,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,618 | TotalTaxAmt |
| Distributable Before Adj | $411,882 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $411,882 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $411,882 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $362,500 | 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 | $362,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $411,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $360,513 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $362,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $360,513 | AppliedToYear1Amt |
| Applied To Current Year | $1,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $409,895 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE VEACO JINA VEACO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | DESIGNATION: THE EVERY CHILD FUND. | $150,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | PROVIDE MEDICAL ASSISTANCE WORLDWIDE | $75,000 | |
| ASPCA | ||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | PC | SUPPORT IN ONGOING EFFORTS TO RESCUE AND PROTECT VULNERABLE AND NEEDY ANIMALS. | $25,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | SUPPORT IN PROTECTING LIFE ON EARTH THROUGH INNOVATIVE CONSERVATION PROGRAMS. | $20,000 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | NONE | PC | SUSTAIN AND IMPROVE TECHNOLOGY THAT RUNS WIKIPEDIA AND OTHER WIKIMEDIA KNOWLEDGE. | $1,000 | |
| BREAKTHROUGH T1D | ||||||||
| 200 VESEY STREET | NEW YORK | NY | 10281 | NONE | PC | SUPPORT FOR INVESTMENT IN MOST PROMISING RESEARCH TO CURE, PREVENT, AND TREAT TYPE 1 DIABETES AND ITS COMPLICATIONS. | $10,000 | |
| CEDARS-SINAI | ||||||||
| 6500 Wilshire Blvd | Los Angeles | CA | 90048 | NONE | PC | SUPPORT FOR ADVANCEMENT OF MEDICAL SCIENCE AND ENHANCEMENT OF PATIENTS' LIVES. | $10,000 | Suite 1600 |
| PBS SOCAL | ||||||||
| 2900 WEST ALAMEDA AVE 500 | BURBANK | CA | 91505 | NONE | PC | SUPPORT OF PUBLIC MEDIA IN SOUTHERN CALIFORNIA. | $1,500 | |
| ANGELS NEST TLP | ||||||||
| 1901 AVENUE OF THE STARS | CENTURY CITY | CA | 90067 | NONE | PC | ASSIST FOSTER YOUTH WITH TRANSITION TO INDEPENDENT LIVING. | $5,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BOULEVARD | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL FUND. | $10,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PC | SUPPORT FOR SAFEGUARDING LAND AND WILDLIFE. | $5,000 | SUITE 100 |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | DESIGNATION: UNICEF'S EFFORTS TO END POLIO. | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $362,500 | 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 | $149,377 | 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 | $254,775 | 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 | $404,152 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $404,152 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MCDONALDS CORP | $1,125,465 | $2,903,485 |
| TJX COS INC | $1,125,765 | $4,761,910 |
| ELEVANCE HEALTH INC | $538,346 | $350,550 |
| GLOBAL PAYMENTS INC | $225,340 | $154,800 |
| BIRKENSTOCK HOLDING PLC | $222,500 | $204,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFF OF SHARES SOLD | Desc |
| Amt | $62,049 | Amt |