MANI FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
MANI FAMILY FOUNDATION (EIN 27-4349799)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-16
IRS object ID
202641679349100524
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-16T18:03:36-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN473017802PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AH CPA'S PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13050 POST OAK BLVD STE 550AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770566534ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274349799EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MANI FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMANIBusinessNameControlTxt
Phone7138161622PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16420 VANDERBILT STAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRAVI MANIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2814040350PhoneNum
Signature2026-05-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANJALI ARJUNANIPreparerPersonNm
PTINP01398530PTIN
Phone7135529499PhoneNum
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$1,761,528FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$571,050ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$39InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$39InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$21,610DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,610DividendsNetInvstIncmAmt
Dividends Adj Net Incm$21,610DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$220,222NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$220,222GrossSalesPriceAmt
Other Income Rev And Expnss$1,365OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$1,365OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$814,286TotalRevAndExpnssAmt
Total Net Invst Incm$21,649TotalNetInvstIncmAmt
Total Adj Net Incm$23,014TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$100,000CompOfcrDirTrstRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$7,881PensionEmplBnftRevAndExpnssAmt
Other Expenses Rev And Expnss$10,543OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$118,424TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$325,964ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$325,964ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$444,388TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$325,964TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$369,898ExcessRevenueOverExpensesAmt
Net Investment Income$21,649NetInvestmentIncomeAmt
Adjusted Net Income$23,014AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,143CashBOYAmt
Cash EOY$160CashEOYAmt
Cash EOYFMV$160CashEOYFMVAmt
Other Investments BOY$1,413,791OtherInvestmentsBOYAmt
Other Investments EOY$1,761,368OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,761,368OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,418,934TotalAssetsBOYAmt
Total Assets EOY$1,761,528TotalAssetsEOYAmt
Total Assets EOYFMV$1,761,528TotalAssetsEOYFMVAmt
Loans From Officers BOY$100,000LoansFromOfficersBOYAmt
Loans From Officers EOY$100,000LoansFromOfficersEOYAmt
Other Liabilities BOY$81,272OtherLiabilitiesBOYAmt
Other Liabilities EOY$54,054OtherLiabilitiesEOYAmt
Total Liabilities BOY$181,272TotalLiabilitiesBOYAmt
Total Liabilities EOY$154,054TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,237,662NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,607,474NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,237,662TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,607,474TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,418,934TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,761,528TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,237,662TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$369,898ExcessRevenueOverExpensesAmt
Subtotal$1,607,560SubtotalAmt
Other Decreases$86OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,607,474TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$301InvestmentIncomeExciseTaxAmt
Subtotal$301SubtotalAmt
Tax Based On Investment Income$301TaxBasedOnInvestmentIncomeAmt
Tax Due$301TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRAVI MANIIndividualWithBooksNm
Phone2814040350PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16420 VANDERBILTAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77005ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAVI MANI
6420 VANDERBILTHOUSTONTX77005DIRECTOR5.00$0$0$0
AKHIL SUBRAMANI
6420 VANDERBILTHOUSTONTX77005DIRECTOR5.00$50,000$0$0
SUDHA MANI
6420 VANDERBILTHOUSTONTX77005DIRECTOR5.00$0$0$0
RAMYA SUBRAMANI
640 VANDERBILTHOUSTONTX77005DIRECTOR5.00$50,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,014,830AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,388AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,021,218TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,021,218AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$75,318CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,945,900NetVlNoncharitableAssetsAmt
Minimum Investment Return$247,295MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$247,295MinimumInvestmentReturnAmt
Tax Based On Investment Income$301TaxBasedOnInvestmentIncomeAmt
Total Tax$301TotalTaxAmt
Distributable Before Adj$246,994DistributableBeforeAdjAmt
Distributable Before Ded$246,994DistributableBeforeDedAmt
Distributable As Adjusted$246,994DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$325,964ExpensesAndContributionsAmt
Qualifying Distributions$325,964QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$246,994DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,047ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$181,702ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$69,709ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,443ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$253,901TotalExcessDistributionCyovAmt
Qualifying Distributions$325,964QualifyingDistributionsAmt
Applied To Current Year$246,994AppliedToCurrentYearAmt
Remaining Distri From Corpus$78,970RemainingDistriFromCorpusAmt
Total Corpus$332,871TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,047ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$331,824ExcessDistriCyovToNextYrAmt
Excess From Year4$181,702ExcessFromYear4Amt
Excess From Year3$69,709ExcessFromYear3Amt
Excess From Year2$1,443ExcessFromYear2Amt
Excess From Current Year$78,970ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRAVI MANIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16420 VANDERBILTAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77005ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7138161622RecipientPhoneNum
Form And Info And MaterialsINFORMAL COMMUNICATION LISTING REQUEST AND HOW FUNDS WILLFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CLASSIC ART SOCIETY
310 KINGFISHER DRSUGAR LANDTX77478PCASSIST THE PUBLIC$2,500
MEALS ON WHEELS OF GREATER HOUSTON
3303 MAIN STHOUSTONTX77002PCASSIST THE PUBLIC$5,000
PRATHAM USA
9703 RICHMOND AVE 102HOUSTONTX77042PCFUND EDUCATIONAL DEVELOPMENT$5,000
HOUSTON FOOD BANK
535 PORTWALL STHOUSTONTX77029PCASSIST THE PUBLIC$10,000
AIM OF SEVA
PO BOX 639SAYLORSBURGPA18353PCCHARITABLE$15,101
DOCTOR WITHOUT BORDERS
40 RECTOR STREETNEW YORKNY10006PCCHARITABLE$5,000
DAYA
PO BOX 421581HOUSTONTX77242PCCHARITABLE$7,500
HOUSTON HUMAN SOCIETY
PO BOX 450528HOUSTONTX77245PCCHARITABLE$10,000
SELF ENQURY LIFE FELLOWSHIP
PO BOX 1210PENN VALLEYCA95946PCCHARITABLE$112,012
THE SALVATION ARMY GREATER HOUSTON
615 SLATERS LANEALEXANDRIAVA22314PCCHARITABLE$5,000
CRY AMERICA
PO BOX 850948BRAINTREEMA02185PCCHARITABLE$10,000
ASPCA
424 E 92ND STNEW YORKNY10128PCCHARITABLE$10,000
CHARLES SCHWAB FBO
PO BOX 2339OMAHANE68103PCCHARITABLE$10,000
CAPE FOUNDATION
244 S SAN PEDRO ST 406LOS ANGELESCA90012PCCHARITABLE$10,000
EVERYORG
58 WEST PORTAL AVE 781SAN FRANCISCOCA94127PCCHARITABLE$33,851
1497 INC
245 E 125TH ST APT 3RNEW YORKNY10035PCCHARITABLE$5,000
AMNESTY INTERNATIONAL
311 W 43RD STREET 7TH FLNEW YORKNY10036PCCHARITABLE$3,750
ETERNAL GANDHI MUSEUM
12379 RICEVILLE SCHOOL RDHOUSTONTX77031PCCHARITABLE$7,000
GUIDLING EYE OF BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY10598PCCHARITABLE$1,000
FILM INDEPENDENT
5670 WILSHIRE BLVD 9TH FLOS ANGELESCA90036PCCHARITABLE$4,000
INDIAN FILM FESTIVAL OF LOS ANGELES
5225 WILSHIRE BLVD 617LOS ANGELESCA90036PCCHARITABLE$3,000
JOHNITE LAUNCHPAD
16701 CREEKBEND DRSUGARLANDTX77478PCCHARITABLE$2,500
MARINE TOYS
18251 QUANTICO GATEWAY DRTRIANGLEVA22172PCCHARITABLE$1,250
MEENAKSHI TEMPLE SOCIETY
17130 MCLEAN RDPEARLANDTX77584PCCHARITABLE$10,000
ROOPA ART CULTURE
4831 MENLO PARK DRSUGARLANDTX77479PCCHARITABLE$1,000
SANKARA NETHRALAYA USA
7238 MUNCASTER MILL RDDERWOODMD20855PCCHARITABLE$10,000
SHRINERS CHILDERENS
2900 N ROCKY POINT DRTAMPAFL33607PCCHARITABLE$1,000
SUNDANCE INSTUITE
PO BOX 684429PARK CITYUT84068PCCHARITABLE$25,000
TAA
1011 SAN JACINTO BLVD 600AUSTINTX78701PCCHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$325,964TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,610ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$220,222RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Related Or Exempt Function Incm$1,365RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$21,649ExclusionAmt
Related Or Exempt Function Incm$221,587RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$243,236TotalIncomeProducingActyAmt

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

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 PersonRAVI MANIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16420 VANDERBILTAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77005ZIPCd
FieldValueIRS element (for citing)
Total Contributions$571,050TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyAPPLE STOCKNoncashPropertyDesc
Fair Market Value$516,050FairMarketValueAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetVARIOUS LONG TERMAssetDesc
Acquired2024-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2025-12SoldDt
Gross Sales Price$220,222GrossSalesPriceAmt
Total Net$220,222TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE-TRADED PRODUCTS$92,568$92,568
STOCKS$1,668,800$1,668,800

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficerGrp

FieldValueIRS element (for citing)
Lender PersonLOANS FROM OFFICERS DIRECTORSLenderPersonNm
Balance Due$100,000BalanceDueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD PAYROLLDesc
Amt$86Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OUTSIDE CONTRACTOR SERVICE$10,543

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Revenue And Expenses Per Books$1,365RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,365AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON STOCK PORTFOLIODesc
BOY Book Value$81,272BOYBookValueAmt
EOY Book Value$54,054EOYBookValueAmt

Comments

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