WICKER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WICKER FAMILY FOUNDATION (EIN 41-1990788)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349101144
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T11:05:04-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 416192096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYUM & BARENSCHEER PLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3050 METRO DR STE 200 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554251547 | 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 | 411990788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WICKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WICK | BusinessNameControlTxt |
| Phone | 6512336383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28279 ALTESSA WAY | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID P WICKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6512336383 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRANDON DUNIGAN | PreparerPersonNm |
| PTIN | P01253796 | PTIN |
| Phone | 9528544244 | PhoneNum |
| Preparation | 2026-05-09 | 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 | $83,491 | 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 |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $335 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,088 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,113 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$16,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,240 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,760 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,053 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $972 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $27 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,307 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,745 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,307 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,745 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $824 | CashBOYAmt |
| Cash EOY | $1,387 | CashEOYAmt |
| Cash EOYFMV | $1,387 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $14,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,275 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $113,182 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,829 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $114,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,210 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,491 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,626 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,626 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,626 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $110,380 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $74,584 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $110,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $74,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,210 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $110,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,796 | ExcessRevenueOverExpensesAmt |
| Subtotal | $74,584 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $74,584 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OSCAR HEALTH INC | P | 2024-12-05 | 2025-02-05 | $15,894 | $17,720 | -$1,826 | -$1,826 |
| MICROSOFT | P | 2024-06-20 | 2025-02-11 | $22,545 | $24,582 | -$2,037 | -$2,037 |
| OH HLDG AG | P | 2024-12-05 | 2025-02-13 | $23,650 | $26,041 | -$2,391 | -$2,391 |
| SAMSARA | P | 2025-02-12 | 2025-03-10 | $23,295 | $38,577 | -$15,282 | -$15,282 |
| CHARLES SCHWAB | P | 2024-07-24 | 2025-03-19 | $23,551 | $19,827 | $3,724 | $3,724 |
| NVIDIA CORP | P | 2025-06-27 | 2025-05-05 | $21,293 | $25,012 | -$3,719 | -$3,719 |
| REMITLY GLOBAL INC | P | 2025-05-06 | 2025-06-27 | $37,410 | $41,993 | -$4,583 | -$4,583 |
| APPLIED MATLS INC | P | 2025-05-06 | 2025-08-18 | $52,392 | $49,855 | $2,537 | $2,537 |
| PARAMOUNT SKYDANCE C | P | 2025-08-19 | 2025-10-10 | $34,083 | $27,594 | $6,489 | $6,489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,088 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,088 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | MN | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID P WICKER | IndividualWithBooksNm |
| Phone | 6512336383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28279 ALTESSA WAY | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID P WICKER | ||||||||
| 28279 ALTESSA WAY | BONITA SPRINGS | FL | 34135 | PRESIDENT | 4.00 | $12,000 | $0 | $0 |
| MARY B WICKER | ||||||||
| 6823 ALPINE TRAIL | EDEN PRAIRIE | MN | 55346 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MARK W GREINER | ||||||||
| 900 SECOND AVE SOUTH 1100 | MINNEAPOLIS | MN | 55402 | ASST SECRETA | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $99,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,766 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $99,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,914 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $4,914 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,914 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,914 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,745 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,745 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,914 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,096 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $4,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,376 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,352 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,745 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,914 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,831 | RemainingDistriFromCorpusAmt |
| Total Corpus | $27,183 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,096 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,880 | ExcessFromYear2Amt |
| Excess From Year1 | $12,376 | ExcessFromYear1Amt |
| Excess From Current Year | $6,831 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID WICKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28279 ALTESSA WAY | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6512336383 | RecipientPhoneNum |
| Submission Deadlines | NO DEADLINES DEFINED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS DEFINED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | PC | GENERAL SUPPORT | $500 |
| JOYFUL HEART | ||||||
| 320 7TH AVENUE STE 161 | BROOKLYN | NY | 11215 | PC | GENERAL SUPPORT | $1,000 |
| LEE COUNTY COMMUNITY COOPERATIVE IN | ||||||
| 3429 DR MARTIN LUTHER KI | FORT MYERS | FL | 33916 | PC | GENERAL SUPPORT | $500 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | PC | GENERAL SUPPORT | $500 |
| CATHOLIC CHARITIES DIOCESE OF VENIC | ||||||
| 1000 PINEBROOK RD | VENICE | FL | 34285 | PC | GENERAL SUPPORT | $500 |
| CATHOLIC CHARITIES TWIN CITIES | ||||||
| 1007 E 14TH ST | MINNEAPOLIS | MN | 55404 | PC | GENERAL SUPPORT | $500 |
| TWIN CITIES METRO MEALS ON WHEELS | ||||||
| 1200 S WASHINGTON AVE | MINNEAPOLIS | MN | 55415 | PC | GENERAL SUPPORT | $500 |
| SECOND HARVEST HEARTLAND | ||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | PC | GENERAL SUPPORT | $500 |
| SMILE TRAIN | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,088 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$16,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$16,744 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,025 | Amt |
| Net Investment Income | $1,053 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $972 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB EQUITIES | StockNm |
| EOY Book Value | $62,548 | EOYBookValueAmt |
| EOYFMV | $67,829 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| MN SOS FILING | $27 | $14 | $13 |
Comments