FURP.ORG / PUBLIC DATA EXPLORER

RISKLINKORG FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
RISKLINKORG FOUNDATION (EIN 81-4778317)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202641349349101504
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)
Return2026-05-14T06:40:59-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363793267PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARTHUR P DONNER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1760 NORTH FRONTAGE RD SUITE 105AddressLine1Txt
CityWILLOWBROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60527ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814778317EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RISKLINKORG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRISKBusinessNameControlTxt
Phone8477722355PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114007 S BELL ROADAddressLine1Txt
CityHOMER GLENCityNm
State AbbreviationILStateAbbreviationCd
ZIP604918463ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY ZYCHPersonNm
Person TitlePRESIDENT AND CHIEF EXECUTIVE OFFICPersonTitleTxt
Phone8477722355PhoneNum
Signature2026-05-13SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARTHUR P DONNERPreparerPersonNm
PTINP00535368PTIN
Phone6307896709PhoneNum
Self EmployedYes (X)SelfEmployedInd
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$385,925FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,734DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,734DividendsNetInvstIncmAmt
Dividends Adj Net Incm$9,734DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$67,020NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$160,104GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,020CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$3,362OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$80,116TotalRevAndExpnssAmt
Total Net Invst Incm$76,754TotalNetInvstIncmAmt
Total Adj Net Incm$9,734TotalAdjNetIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$24,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$2,400OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$2,400OthEmplSlrsWgsAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,167AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,226OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,226OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$5,226OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$2,316TaxesRevAndExpnssAmt
Taxes Net Invst Incm$214TaxesNetInvstIncmAmt
Taxes Adj Net Incm$214TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$76,662TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$7,666TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$7,666TravConfMeetingAdjNetIncmAmt
Other Expenses Rev And Expnss$1,882OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$188OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$188OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$113,253TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,694TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$15,694TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,164ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,164ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$141,417TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,694TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$15,694TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$28,164TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$61,301ExcessRevenueOverExpensesAmt
Net Investment Income$61,060NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,490CashBOYAmt
Cash EOY$14,297CashEOYAmt
Cash EOYFMV$14,297CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,572SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,857SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,857SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Prepaid Expenses BOY$900PrepaidExpensesBOYAmt
Corporate Stock BOY$349,377CorporateStockBOYAmt
Corporate Stock EOY$235,392CorporateStockEOYAmt
Corporate Stock EOYFMV$235,392CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$107,893OtherInvestmentsBOYAmt
Other Investments EOY$132,240OtherInvestmentsEOYAmt
Other Investments EOYFMV$132,240OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,139OtherAssetsEOYAmt
Other Assets EOYFMV$1,139OtherAssetsEOYFMVAmt
Total Assets BOY$483,232TotalAssetsBOYAmt
Total Assets EOY$385,925TotalAssetsEOYAmt
Total Assets EOYFMV$385,925TotalAssetsEOYFMVAmt
Accounts Payable BOY$280AccountsPayableBOYAmt
Accounts Payable EOY$1,420AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$280TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,420TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$482,952NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$384,505NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$482,952TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$384,505TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$483,232TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$385,925TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$482,952TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$61,301ExcessRevenueOverExpensesAmt
Other Increases-$35,882OtherIncreasesAmt
Subtotal$385,769SubtotalAmt
Other Decreases$1,264OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$384,505TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
555 SH.DISNEY WALT CO COMP2018-03-152025-05-29$62,216$0$70,832-$8,616$0$0$0-$8,616
175 SH. APPLE, INC.P2018-04-242025-08-18$40,629$0$7,109$33,520$0$0$0$33,520
500 SH. ENTERPRISE PRODS PARTNERS LPP2020-07-152025-08-18$15,999$0$5,629$10,370$0$0$0$10,370
45 SH. VANGUARD INDEX FDSP2018-03-152025-08-18$20,769$0$6,467$14,302$0$0$0$14,302
75 SH. APPLE,INC.P2018-04-242025-12-31$20,491$0$3,047$17,444$0$0$0$17,444
FieldValueIRS element (for citing)
Capital Gain Net Income$67,020CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$849InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$849SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$849TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$849TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.risklink.orgWebsiteAddressTxt
Individual With BooksJEFFREY ZYCHIndividualWithBooksNm
Phone8477722355PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114007 S BELL ROADAddressLine1Txt
CityHOMER GLENCityNm
State AbbreviationILStateAbbreviationCd
ZIP604918463ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY ZYCH
14007 SBELL ROAD 106HOMER GLENIL60491PRESIDENT & CEO2.00$0$0$0
MATTHEW GEERDES
1353 OVERTON DRIVELEMONTIL60439CHIEF FINANCIAL OFFICER1.00$0$0$0
CHERYL WILLIAMS
415 STONE AVENUELAKE ZURICHIL60047BOARD MEMBER0.50$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)
Description1TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR DISADVANTAGED PEOPLE WHO WISH TO ENTER AND WORK IN THE INSURANCE INDUSTRY, AS WELL AS PROVIDE CHARITABLE CONTRIBUTIONS TO WORTHY CAUSES.Description1Txt
Expenses1$108,027Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$292,384AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,108AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$133,379FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$446,871TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$446,871AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,703CashDeemedCharitableAmt
Net Vl Noncharitable Assets$440,168NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,008MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,008MinimumInvestmentReturnAmt
Tax Based On Investment Income$849TaxBasedOnInvestmentIncomeAmt
Total Tax$849TotalTaxAmt
Distributable Before Adj$21,159DistributableBeforeAdjAmt
Distributable Before Ded$21,159DistributableBeforeDedAmt
Distributable As Adjusted$21,159DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,164ExpensesAndContributionsAmt
Qualifying Distributions$28,164QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,159DistributableAsAdjustedAmt
Undistributed Income PY$22,178UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32023PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$28,164QualifyingDistributionsAmt
Applied To Year1$22,178AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,986AppliedToCurrentYearAmt
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$15,173UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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
DELTA SIGMA PI LEADERSHIP FOUNDATION
330 SOUTH CAMPUS AVENUEOXFORDOH45056PFPERSONAL,ACADEMIC ANDPROFESSIONAL DEVELOPMENT OFFUTURE BUSINESS LEADERS$4,600
PUCKS FOR AUTISM INC
31 MARK TWAIN DRIVEVALPARAISOIN46385PFHOCKEY EQUIPMENT FORYOUTH HOCKEY TEAM$5,876
JOLIET ARCHERY CLUB
3700 W FRANCIS ROADNEW LENOXIL60451PFCONSTRUCTION OFNEW INDOOR RANGE$8,223
EASTON FOUNDATIONS
575 NORTH JOHN GLENN RDSALT LAKE CITYUT84116PFFOR EASTON SALTLAKE ARCHERYCENTER$2,500
BIG SHOULDERS FUND
212 WEST VAN BURENCHICAGOIL60607PFSCHOOL SCHOLARSHIP,ENRICHMENT, ACADEMICAND LEADERSHIP PROGRAMS$3,899
RELEVE DANCE COMPANY BOOSTER CLUB
16610 W 159TH STREETLOCKPORTIL60441PFCHILDREN DANCE CLASSES FROM BEGINNERSTO EXPERIENCED DANCERS$1,000
DEPAUL ALUMNI FUND
1 E JACKSON BLVDCHICAGOIL60604PFNIL SUPPORT DRIVE$25
PERFECT POOCHES ADOPTION AGENCY
PO BOX 8473ROMEOVILLEIL60446PFPROVIDE FOR THEHOMELESS ANIMALSIN THIER CARE$2,041
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,164TotalGrantOrContriPdDurYrAmt
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$9,734ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,020ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$76,754ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,754TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
INTUIT PAYROLL PAYROLL$1,992
ARTHUR P. DONNER, CPA TAX RETURN$1,175

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceUNDISTRIBUTED INCOME ELECTIONFormAndLineReferenceDesc
Medium ExplanationFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEMediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$124,262$124,262
VANGUARD GROWTH ETF$111,130$111,130

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ENTERPRISE PRODUCTS PARTNERS LP COMMON$101,613$101,613
LORD ABBETT FLOATING RATE FUND I$30,627$30,627

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescQUICKBOOKS TAX HOLDING ACCOUNTDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,139EOYBookValueAmt
EOYFMV$1,139EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2024 EXCISE TAXDesc
Amt$1,264Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIESDesc
Revenue And Expenses Per Books$1,882RevenueAndExpensesPerBooksAmt
Net Investment Income$188NetInvestmentIncomeAmt
Adjusted Net Income$188AdjustedNetIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescIDES SECURITY REFUNDDesc
Revenue And Expenses Per Books$3,362RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS(LOSSES) ON INVESTMENTSDesc
Amt-$35,882Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryC.A.CLARK WEALTH ACCOUNT & ADVISORYCategoryTxt
Amt$5,226Amt
Net Investment Income$5,226NetInvestmentIncomeAmt
Adjusted Net Income$5,226AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$2,316Amt
Net Investment Income$214NetInvestmentIncomeAmt
Adjusted Net Income$214AdjustedNetIncomeAmt