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THE SMITH FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE SMITH FAMILY FOUNDATION (EIN 36-4401344)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-22
IRS object ID
202611739349100016
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)
Return2026-06-22T14:27:32-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1455 N CITYFRONT PLAZA DR - SUITEAddressLine1Txt
Address Line21600AddressLine2Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364401344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SMITH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSMITBusinessNameControlTxt
Phone3125098900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO TODD SMITH 70 W MADISON 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTODD SMITHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3125098900PhoneNum
Signature2026-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL NEWMANPreparerPersonNm
PTINP01971729PTIN
Phone3126707444PhoneNum
Preparation2026-06-16PreparationDt
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$6,164,577FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,032,141ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$31,797DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,797DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$646,355NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,060,980GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$646,355CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,710,293TotalRevAndExpnssAmt
Total Net Invst Incm$678,152TotalNetInvstIncmAmt
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$3,980AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,990AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,990AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$12,385TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,365TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,990TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,990TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$181,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$181,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$197,365TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,990TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$182,990TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,512,928ExcessRevenueOverExpensesAmt
Net Investment Income$676,162NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,985CashBOYAmt
Sav And Temp Cash Invst BOY$2,120SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$162,430SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$162,430SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,806,570CorporateStockBOYAmt
Corporate Stock EOY$2,217,429CorporateStockEOYAmt
Corporate Stock EOYFMV$6,002,147CorporateStockEOYFMVAmt
Total Assets BOY$1,825,675TotalAssetsBOYAmt
Total Assets EOY$2,379,859TotalAssetsEOYAmt
Total Assets EOYFMV$6,164,577TotalAssetsEOYFMVAmt
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$1,825,675RetainedEarningBOYAmt
Retained Earning EOY$2,379,859RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,825,675TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,379,859TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,825,675TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,379,859TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,825,675TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,512,928ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,338,603SubtotalAmt
Other Decreases$958,744OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,379,859TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$1,060,841$414,625$646,216$646,216
CAPITAL GAIN DISTRIBUTIONSP$139$139$139
FieldValueIRS element (for citing)
Capital Gain Net Income$646,355CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,399InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,399SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,399TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,400TotalPaymentsAndCreditsAmt
Es Penalty$145EsPenaltyAmt
Overpayment$6,856OverpaymentAmt
Applied To ES Tax$6,856AppliedToESTaxAmt
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 StateILOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3125098900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O TODD SMITH 70 W MADISON 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TODD SMITH
70 W MADISON SUITE 2250CHICAGOIL60602DIRECTOR & PRESIDENT0.50$0$0$0
MARCIA FRIEDL
70 W MADISON SUITE 2250CHICAGOIL60602DIRECTOR & SECRETARY0.50$0$0$0
BENJAMIN SMITH
70 W MADISON SUITE 2250CHICAGOIL60602DIRECTOR & TREASURER0.50$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

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$2,061,620AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$160,527AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,222,147TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,222,147AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,332CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,188,815NetVlNoncharitableAssetsAmt
Minimum Investment Return$109,441MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$109,441MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,399TaxBasedOnInvestmentIncomeAmt
Total Tax$9,399TotalTaxAmt
Distributable Before Adj$100,042DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$100,042DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$100,042DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$182,990ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$182,990QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,042DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$69,126ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$3,311ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$95,820ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$296,848ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$465,105TotalExcessDistributionCyovAmt
Qualifying Distributions$182,990QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$100,042AppliedToCurrentYearAmt
Remaining Distri From Corpus$82,948RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$548,053TotalCorpusAmt
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$69,126ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$478,927ExcessDistriCyovToNextYrAmt
Excess From Year3$3,311ExcessFromYear3Amt
Excess From Year2$95,820ExcessFromYear2Amt
Excess From Year1$296,848ExcessFromYear1Amt
Excess From Current Year$82,948ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTODD SMITHContributingManagerNm
Contributing ManagerMARCIA FRIEDLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANTI-CRUELTY SOCIETY
157 WEST GRAND AVENUECHICAGOIL60654N/APCGENERAL SUPPORT$1,000
DEMOCRACY MATTERS FOUNDATION
996 MAINE AVENUE SWWASHINGTONDC20024N/APCGENERAL SUPPORT$100,000
FRANCIS W PARKER SCHOOL
330 WEST WEBSTER AVENUECHICAGOIL60614N/APCGENERAL SUPPORT$15,000
HORIZONS FOR YOUTH
1327 W WASHINGTON BLVD STE 104CHICAGOIL60607N/APCGENERAL SUPPORT$15,000
ILLINOIS BAR FOUNDATION
424 S 2ND STREETSPRINGFIELDIL627011704N/APCGENERAL SUPPORT$35,000
LITTLE CITY FOUNDATION
1760 W ALGONQUIN ROADPALATINEIL60067N/APCGENERAL SUPPORT$10,000
MISERICORDIA HOME
6300 NORTH RIDGECHICAGOIL60660N/APCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$181,000TotalGrantOrContriPdDurYrAmt
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$31,797ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$646,355ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$678,152ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$678,152TotalIncomeProducingActyAmt

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 PersonTODD SMITH AND MARCIA FRIEDLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1333 W WELLINGTONAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60657ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,032,141TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$1,032,141FairMarketValueAmt
Received2025-12-23ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRETURN PREPARATION AND TAX COMPLIANCECategoryTxt
Amt$3,980Amt
Net Investment Income$1,990NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,990DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M CO$25,590$40,025
ALTABA INC$0$770
AMAZON.COM INC$144,911$346,230
BERKSHIRE HATHAWAY INC$248,699$316,669
BROADCOM INC$313,220$790,838
ELI LILLY AND COMPANY$75,701$107,468
GOLDMAN SACHS GROUP INC$86,751$501,030
HOME DEPOT INC$40,260$33,034
ISHARES RUSSELL MID-CAP ETF$9,651$55,837
JPMORGAN CHASE & CO$86,771$190,110
LAM RESEARCH CORP$109,600$206,957
META PLATFORMS INC$217,758$408,596
MICROSOFT CORP$196,955$415,913
NVIDIA CORP$412,444$1,956,198
PALANTIR TECHNOLOGIES INC$125,580$168,862
SPDR S&P 500 ETF TRUST$88,132$393,468
VISA INC$35,406$70,142

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO REFLECT DONATED STOCK AT COST BASISDesc
Amt$958,744Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$12,385Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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