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THE CHAD & KRISTIN CHRISTENSEN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE CHAD & KRISTIN CHRISTENSEN FOUNDATION (EIN 87-1870567)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202631339349103988
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T16:54:48-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954345526PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1850 W RIO SALADO PARKWAY SUITE 250AddressLine1Txt
CityTEMPECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85281ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN871870567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHAD & KRISTIN CHRISTENSENBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHADBusinessNameControlTxt
Phone8015271040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12857 E SLEEPY HOLLOW DRIVEAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAD CHRISTENSENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8015271040PhoneNum
Signature2026-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN CHAPMANPreparerPersonNm
PTINP01644345PTIN
Phone6028252800PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$556,196FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$344,992ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$14,594DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,594DividendsNetInvstIncmAmt
Gross Sales Price$358,136GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$359,586TotalRevAndExpnssAmt
Total Net Invst Incm$14,594TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,597AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,300AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,300AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,097TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,300TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,300TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$197,019ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$197,019ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$202,116TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,300TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$198,319TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$157,470ExcessRevenueOverExpensesAmt
Net Investment Income$13,294NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$412,518SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$224,936SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$224,936SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$344,992CorporateStockEOYAmt
Corporate Stock EOYFMV$331,200CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$60OtherAssetsEOYAmt
Other Assets EOYFMV$60OtherAssetsEOYFMVAmt
Total Assets BOY$412,518TotalAssetsBOYAmt
Total Assets EOY$569,988TotalAssetsEOYAmt
Total Assets EOYFMV$556,196TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$412,518RetainedEarningBOYAmt
Retained Earning EOY$569,988RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$412,518TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$569,988TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$412,518TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$569,988TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$412,518TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$157,470ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$569,988SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$569,988TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCHWAB #9515PropertyDesc
Acquired2025-03-06AcquiredDt
Sold2025-08-31SoldDt
Gross Sales Price$358,136GrossSalesPriceAmt
Cost Or Other Basis$358,136CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$185InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$185SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$185TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$232EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$232TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$47OverpaymentAmt
Applied To ES Tax$47AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHAD CHRISTENSENIndividualWithBooksNm
Phone8015271040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12857 E SLEEPY HOLLOW DRAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84117ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHAD CHRISTENSEN
2857 E SLEEPY HOLLOW DRIVESALT LAKE CITYUT84117FOUNDER TRUSTEE0.00$0$0$0
KRISTIN CHRISTENSEN
2857 E SLEEPY HOLLOW DRIVESALT LAKE CITYUT84117FOUNDER TRUSTEE0.00$0$0$0
FORD CHRISTENSEN
2857 E SLEEPY HOLLOW DRIVESALT LAKE CITYUT84117TRUSTEE0.00$0$0$0
SOPHIE CHRISTENSEN
2857 E SLEEPY HOLLOW DRIVESALT LAKE CITYUT84117TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$477,602AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,577AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$481,179TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$481,179AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,218CashDeemedCharitableAmt
Net Vl Noncharitable Assets$473,961NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,698MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,698MinimumInvestmentReturnAmt
Tax Based On Investment Income$185TaxBasedOnInvestmentIncomeAmt
Total Tax$185TotalTaxAmt
Distributable Before Adj$23,513DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,513DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,513DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$198,319ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$198,319QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,513DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$19,981ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$24,633ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$166,350ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$210,964TotalExcessDistributionCyovAmt
Qualifying Distributions$198,319QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,513AppliedToCurrentYearAmt
Remaining Distri From Corpus$174,806RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$385,770TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$385,770ExcessDistriCyovToNextYrAmt
Excess From Year3$19,981ExcessFromYear3Amt
Excess From Year2$24,633ExcessFromYear2Amt
Excess From Year1$166,350ExcessFromYear1Amt
Excess From Current Year$174,806ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHAD CHRISTENSENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS
50 E NORTH TEMPLE ST - COB 22SALT LAKE CITYUT84150PCTO SUPPORT LDS CHARITIES EDUCATION ASSISTANCE FUND$175,400
HUNTSMAN CANCER FOUNDATION
500 HUNTSMAN WAYSALT LAKE CITYUT84108SO III FITO SUPPORT CANCER RESEARCH AND EDUCATION$1,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET RM 305PHILADELPHIAPA19104PCTO SUPPORT WHARTON SCHOOL OF BUSINESS$10,000
FEEDING AMERICA
161 N CLARK ST SUITE 700CHICAGOIL606013389PCTO SUPPORT HUNGER RELIEF PROGRAMS$1,000
SLC BURRITOS
2857 E SLEEPY HOLLOW DRIVEHOLLADAYUT84117PCTO SUPPORT HUNGER RELIEF PROGRAMS$2,559
GRASSROOTS SHAKESPEARE COMPANY
702 S 350 WOREMUT84058PCTO SUPPORT PERFORMING ARTS ORGANIZATIONS$2,000
FRIENDS OF MONTANA PBS INC
183 PO BOX 173340BOZEMANMT59717PCTO SUPPORT MONTANA PBS$60
STING AND HONEY COMPANY INC
10195 S LOCKSLEY RDSANDYUT84092PCTO SUPPORT PERFORMING ARTS ORGANIZATIONS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$197,019TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,594ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,594ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,594TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAD CHRISTENSENBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12857 E SLEEPY HOLLOW DRIVEAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84117ZIPCd
FieldValueIRS element (for citing)
Total Contributions$344,992TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1000 SHS SNOW1200 SHS WFCNoncashPropertyDesc
Fair Market Value$344,992FairMarketValueAmt
Received2025-09-02ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,597Amt
Net Investment Income$1,300NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,300DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$344,992EOYBookValueAmt
EOYFMV$331,200EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$60EOYBookValueAmt
EOYFMV$60EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PER BOOKCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt