THE KARL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE KARL FOUNDATION (EIN 91-1362028)
Tax period
2023-11-01 to 2024-10-31
Filed
2025-02-25
IRS object ID
202540569349100219
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-02-25T13:44:38-06:00ReturnTs
Tax Period End2024-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472454666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORRISSETTE ACCOUNTING SOLUTIONS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 8TH STREET SUITE 220AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911362028EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KARL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKARLBusinessNameControlTxt
Phone2062320747PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14631 FOREST AVENUE SEAddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRV KARLPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2062320747PhoneNum
Signature2025-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDENNIS J MORRISSETTE EAPreparerPersonNm
PTINP01236911PTIN
Phone4252785601PhoneNum
Preparation2025-02-10PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$767,706FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,354DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,354DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,354TotalRevAndExpnssAmt
Total Net Invst Incm$14,354TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,020AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,010AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$210TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$1,200OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,200OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$45OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,475TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,255TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,427ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,427ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,902TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,255TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,427TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,548ExcessRevenueOverExpensesAmt
Net Investment Income$12,099NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,789CashBOYAmt
Cash EOY$22,241CashEOYAmt
Cash EOYFMV$16,194CashEOYFMVAmt
Corporate Stock BOY$305,103CorporateStockBOYAmt
Corporate Stock EOY$305,103CorporateStockEOYAmt
Corporate Stock EOYFMV$751,512CorporateStockEOYFMVAmt
Total Assets BOY$346,892TotalAssetsBOYAmt
Total Assets EOY$327,344TotalAssetsEOYAmt
Total Assets EOYFMV$767,706TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$386,194CapitalStockBOYAmt
Capital Stock EOY$386,194CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$39,302RetainedEarningBOYAmt
Retained Earning EOY-$58,850RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$346,892TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$327,344TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$346,892TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$327,344TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$346,892TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,548ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$327,344SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$327,344TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$168InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$168SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$168TaxDueAmt

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 StateWAOrgReportOrRegisterStateCd
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 BooksIRVIN H KARLIndividualWithBooksNm
Phone2062320747PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14631 FOREST AVE SEAddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP980404306ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRVIN H KARL
4631 FOREST AVENUE SEMERCER ISLANDWA98040DIRECTOR0.00$0$0$0
LAURA I KARL
4631 FOREST AVENUE SEMERCER ISLANDWA98040DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ONLY ACTIVITY OF THE KARL FOUNDATION IS TO MAKE CHARITABLE DONATIONS TO 501(C)(3) ORGANIZATIONSDescription1Txt
Expenses1$3,475Expenses1Amt

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$738,152AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,313AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$770,465TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$770,465AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,557CashDeemedCharitableAmt
Net Vl Noncharitable Assets$758,908NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,945MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,945MinimumInvestmentReturnAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Total Tax$168TotalTaxAmt
Distributable Before Adj$37,777DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,777DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,777DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,427ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$30,427QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,777DistributableAsAdjustedAmt
Undistributed Income PY$30,141UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$30,427QualifyingDistributionsAmt
Applied To Year1$30,141AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$286AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$37,491UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIRVIN H KARLContributingManagerNm
Contributing ManagerLAURA I KARLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAT SHALOM
3030 WETWOOD BLVDLOS ANGELESCA90034GENERAL OPERATIONS$129
ALZEHIEMERS ASSOCIATION
19031 33RD AVE W SUITE 301LYNNWOODWA98036GENERAL OPERATIONS$315
AMERICAN CANCER SOCIETY
PO BOX 34475SEATTLEWA98124GENERAL OPERATIONS$200
AMERICAN CIVIL LIBERTIES UNION
PO BOX 2728SEATTLEWA98111GENERAL OPERATIONS$300
AMERICAN FRIENDS OF MAGEN DAVID ADOM
6505 WILSHIRE BLVD STE 650LOS ANGELESCA90048GENERAL OPERATIONS$1,000
AMERICAN JEWISH COMMITTEE (AJC)
165 EAST 56 STNEW YORKNY10022GENERAL OPERATIONS$500
AMERICAN TECHNION SOCIETY
55 EAST 59TH STNEW YORKNY10022GENERAL OPERATIONS$100
ANTI DEFAMATION LEAGUE
2200 6TH AVESEATTLEWA98121GENERAL OPERATIONS$200
CENTRAL HIGH FOUNDATION
1111 N 13TH ST SUITE 318OMAHANE68102GENERAL OPERATIONS$100
CENTRAL SYNAGOQUE
123 E 55TH STNEW YORKNY10022GENERAL OPERATIONS$280
CHABAD MERCER ISLAND
9010 SE 40TH STMERCER ISLANDWA98040GENERAL OPERATIONS$180
FRED HUTCHINSON CANCER RESEARCH
1100 FAIRVIEW AVE NSEATTLEWA98109GENERAL OPERATIONS$500
HILLEL FOUNDATION
4745 17TH AVE ESEATTLEWA98105GENERAL OPERATIONS$1,518
HOLOCAUST CENTER FOR HUMANITY
2045 2ND AVESEATTLEWA98121GENERAL OPERATIONS$1,500
JEWISH FAMILY SERVICE
1601 16TH AVESEATTLEWA98122ZAINAB - 11/15/23 03:10PM WORKSHEET GRANTS AND CONTRIBUTIONS PAID$11,850
KLINE GALLAND
7500 SEWARD PARK AVE SSEATTLEWA98118GENERAL OPERATIONS$1,050
MARCH OF DIMES
PO BOX 8972TOPEKAKS66608GENERAL OPERATIONS$200
MERCER ISLAND SCHOOL
4160 86TH AVE SEMERCER ISLANDWA98040GENERAL OPERATIONS$100
PARKINSON'S FOUNDATION OF OREGON
8880 SW NIMBUS AVE SUITE BBEAVERTONOR97008GENERAL OPERATIONS$530
ST JUDE RESEARCH HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105GENERAL OPERATIONS$500
TEMPLE DE HIRSCH SINAI
1511 E PIKE STSEATTLEWA98122GENERAL OPERATIONS$8,400
US HOLOCAUST MEMORIAL
100 RAUL WALLENBERG PL SWWASHINGTON DCDC20024GENERAL OPERATIONS$775
WOUNDED WARRIOR PROJECT
4899 BELFORD ROAD SUITE 300JACKSONVILLEFL32256GENERAL OPERATIONS$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,427TotalGrantOrContriPdDurYrAmt
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$14,354ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,354ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,354TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,020Amt
Net Investment Income$1,010NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionWITHIN THE MEANING OF SECTION 4946(B)(1)) - FOUNDATION IS MAKING THE ELECTION UNDER THIS SUBPARAGRAPH THE CURRENT YEAR DISTRIBUTION IS MADE OUT OF UNDISTRIBUTED INCOME FOR THE PRIOR TAX YEAR, TAX YEAR 2021.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB #742StockNm
EOY Book Value$305,103EOYBookValueAmt
EOYFMV$751,512EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescLICENSESDesc
Revenue And Expenses Per Books$45RevenueAndExpensesPerBooksAmt
Net Investment Income$45NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$210Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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