NOWICZEWSKI FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NOWICZEWSKI FOUNDATION (EIN 76-0569596)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349101088
- 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 Stock Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T11:07:33-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760556223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J W SCHUBERT & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 N LOOP 336 W STE 101 | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77304 | 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 | 760569596 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NOWICZEWSKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NOWI | BusinessNameControlTxt |
| Phone | 7132537383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 183 WIND FAIR LOOP | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH NOWICZEWSKI | PersonNm |
| Person Title | PRES/TREAS | PersonTitleTxt |
| Phone | 7132537383 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE HOOD CPA | PreparerPersonNm |
| PTIN | P00780959 | PTIN |
| Phone | 9367564421 | 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 | $683,569 | 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 | $17,840 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,840 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $375,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,350 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $72,969 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $72,969 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $73,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,190 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $72,969 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $292,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $292,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $296,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $292,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$222,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,190 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $72,969 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $436,717 | CashBOYAmt |
| Cash EOY | -$2 | CashEOYAmt |
| Sav And Temp Cash Invst EOY | $96,001 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,001 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $776,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $895,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $587,568 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,213,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $991,136 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $683,569 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,213,293 | RetainedEarningBOYAmt |
| Retained Earning EOY | $991,136 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,213,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $991,136 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,213,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $991,136 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,213,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$222,157 | ExcessRevenueOverExpensesAmt |
| Subtotal | $991,136 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $991,136 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,350 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $517 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $517 | SubtotalAmt |
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $536 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JW SCHUBERT & COMPANY PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9367564421 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2040 N LOOP 336 W 101 | AddressLine1Txt |
| City | CONROE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77304 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH NOWICZEWSKI | ||||||||
| 183 WIND FAIR LOOP | MONTGOMERY | TX | 77316 | PRES/TREAS | 000.00 | $0 | $0 | $0 |
| PAULA NOWICZEWSKI | ||||||||
| 183 WIND FAIR LOOP | MONTGOMERY | TX | 77316 | SECRETARY | 000.00 | $0 | $0 | $0 |
| JOSEPH P NOWICZEWSKI | ||||||||
| 183 WIND FAIR LOOP | MONTGOMERY | TX | 77316 | DIRECTOR | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $517 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $517 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $292,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $292,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $40,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $74,700 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,700 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $128,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $348,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $292,400 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $292,400 | RemainingDistriFromCorpusAmt |
| Total Corpus | $641,200 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $600,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,700 | ExcessFromYear4Amt |
| Excess From Year3 | $51,800 | ExcessFromYear3Amt |
| Excess From Year2 | $52,700 | ExcessFromYear2Amt |
| Excess From Year1 | $128,900 | ExcessFromYear1Amt |
| Excess From Current Year | $292,400 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPH NOWICZEWSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 183 WINDFAIR LOOP | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7132537383 | RecipientPhoneNum |
| Form And Info And Materials | REQUEST SHOULD BE MADE IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BEFORE DECEMBER 31ST OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EMPOWER HOPE | ||||||
| 100 SOUTH QUEEN ST | LANCASTER | PA | 17602 | PC | HUMANITARIAN | $40,000 |
| GENEVA COLLEGE | ||||||
| 3200 COLLEGE AVENUE | BEAVER FALLS | PA | 15010 | PC | EDUCATIONAL | $4,600 |
| WESTERN SEMINARY | ||||||
| 551 SE HAWTHORNE BLVD | PORTLAND | OR | 97215 | PC | RELIGIOUS | $2,000 |
| EAST-WEST MINISTRIES INTERNATIONAL | ||||||
| 2001 W PLANO PKWY 3000 | PLANO | TX | 75075 | PC | RELIGIOUS | $1,500 |
| GRACE SCHOOL OF THEOLOGY | ||||||
| 3705 COLLEGE PARK DRIVE | THE WOODLANDS | TX | 77384 | PC | RELIGIOUS | $15,000 |
| INDIANA WESLEYAN UNIVERSITY | ||||||
| 4201 S WASHINGTON STREET | MARION | IN | 46953 | PC | EDUCATIONAL | $4,600 |
| PIONEERS | ||||||
| 10123 WILLIAM CAREY DRIVE | ORLANDO | FL | 32832 | PC | RELIGIOUS | $1,500 |
| OUT DAILY BREAD MINISTRIES | ||||||
| PO BOX 2222 | GRAND RAPIDS | MI | 49501 | PC | RELIGIOUS | $500 |
| HOPE4 BURUNDI | ||||||
| 200 UNIVERSITY BLVD ST 2 | ROUND ROCK | TX | 78665 | PC | HUMANITARIAN | $1,200 |
| INTERNATIONAL PARTNERSHIPS | ||||||
| P O BOX 3740 | BOONE | NC | 28607 | PC | RELIGIOUS AND HUMANITARIAN | $14,000 |
| UNIVERSITY OF ALABAMA | ||||||
| OFFICE FA 301 SPARKMAN DR | HUNTSVILLE | AL | 35899 | PC | EDUCATIONAL | $3,000 |
| SYRACUSE UNIVERSITY | ||||||
| 119 BROWNE HALL | SYRACUSE | NY | 13244 | PC | EDUCATIONAL | $4,500 |
| LETOURNEAU UNIV | ||||||
| 2100 S MOBBERLY AVE | LONGVIEW | TX | 75602 | PC | EDUCATIONAL | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $292,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,840 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$16,916 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS FOR BASIS DIFF | Desc |
| Related Or Exempt Function Incm | $72,969 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73,893 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,893 | 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 | $3,650 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| NATIONAL FINANCIAL SERV S/T 0447 | PURCHASE | $322,576 | $300,381 | $22,195 |
| NATIONAL FINANCIAL SERV L/T 0447 | PURCHASE | $33,466 | $91,927 | -$58,461 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $895,137 | EOYBookValueAmt |
| EOYFMV | $587,568 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS FOR BASIS DIFF | Desc |
| Revenue And Expenses Per Books | $72,969 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $72,969 | AdjustedNetIncomeAmt |