KRAINZ FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KRAINZ FOUNDATION INC (EIN 39-1979181)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-20
- IRS object ID
- 202642019349100029
- Schema version
- 2025v4.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-20T16:11:57-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391979181 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Krainz Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Cheryl Dordel | InCareOfNm |
| Business Name Control | KRAI | BusinessNameControlTxt |
| Phone | 4145739082 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8666 S 81st St | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL DORDEL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4145739082 | PhoneNum |
| Signature | 2026-07-20 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN C STICH | PreparerPersonNm |
| PTIN | P01524776 | PTIN |
| Preparation | 2026-07-20 | 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 | $2,969,747 | 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 |
| Dividends Rev And Expnss | $36,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,121 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,121 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,731 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $111,954 | GrossSalesPriceAmt |
| Total Rev And Expnss | $31,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,121 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $36,121 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $84,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $84,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $84,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Net Invst Incm | $2,753 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,753 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,753 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Net Invst Incm | $32 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $32 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $32 | TaxesDsbrsChrtblAmt |
| Other Expenses Net Invst Incm | $498 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $498 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $498 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $87,283 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $239,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $87,283 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,283 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$207,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $2,807,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,969,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,969,747 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,807,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,969,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,969,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,807,173 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,969,747 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,807,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,969,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,807,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,969,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,807,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$207,860 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,599,313 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,599,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | STIFEL BROKERAGE ACCTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $111,954 | GrossSalesPriceAmt |
| Cost Or Other Basis | $116,685 | CostOrOtherBasisAmt |
| Gain Or Loss | -$4,731 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$4,731 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,731 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
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 |
| 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 | NA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cheryl Dordel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4145739082 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8666 S 81st St | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53132 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| CHERYL DORDEL | ||||||||
| 8666 S 81st St | Franklin | WI | 53132 | President | 10.00 | $12,000 | $0 | $0 |
| DALE MARTIN | ||||||||
| 8666 S 81st St | Franklin | WI | 53132 | Director | 5.00 | $12,000 | $0 | $0 |
| DANIEL DORDEL | ||||||||
| 8666 S 81st St | Franklin | WI | 53132 | Director | 5.00 | $12,000 | $0 | $0 |
| DEBORAH SHIRODA | ||||||||
| 8666 S 81st St | Franklin | WI | 53132 | Director | 5.00 | $12,000 | $0 | $0 |
| JULIE DAGAM | ||||||||
| 8666 S 81st St | Franklin | WI | 53132 | Director | 5.00 | $12,000 | $0 | $0 |
| SHEKHAR DAGAM | ||||||||
| 13765 Calla Lily Lane | Brookfield | WI | 53005 | Director | 5.00 | $12,000 | $0 | $0 |
| TIMOTHY SHIRODA | ||||||||
| 6030 Preston Ln | New Berlin | WI | 53151 | Director | 5.00 | $12,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,283 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $87,283 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,264 | UndistributedIncomePYAmt |
| Qualifying Distributions | $87,283 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $87,283 | RemainingDistriFromCorpusAmt |
| Total Corpus | $87,283 | TotalCorpusAmt |
| Taxable2 | $15,264 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $87,283 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $87,283 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Wisconsin Students for Students | |||||||
| 1 | Milwaukee | WI | 53201 | None | PC | Charity | $40,000 |
| Milwaukee PBS | |||||||
| 1036 N 8th St 4th Floor | Milwaukee | WI | 53233 | None | PC | Operating | $32,250 |
| St Luke's Lutheran Church | |||||||
| 6705 Northway | Greendale | WI | 53129 | None | PC | Charity | $15,000 |
| St Martin of Tours Church | |||||||
| 7963 S 116th St | Franklin | WI | 53132 | None | PC | Operating | $10,000 |
| Lucky Mutts Rescue | |||||||
| 2732 S 163rd St | New Berlin | WI | 53151 | None | PC | Operating | $5,000 |
| Soles for Jesus | |||||||
| 8835 W Heather Ave | Milwaukee | WI | 53224 | None | PC | Operating | $5,000 |
| Gift of Adoption | |||||||
| 1200 Shermer Rd Ste 111 | Northbrook | IL | 60062 | None | PC | Operating | $4,000 |
| Special Spaces | |||||||
| 10936 N Port Washington Rd | Thiensville | WI | 53092 | None | PC | Operating | $4,000 |
| Best Buddies Wisconsin | |||||||
| 10425 W North Ave 340 | Milwaukee | WI | 53226 | None | PC | Operating | $3,000 |
| Christmas Clearing Council of Waukesha Cty | |||||||
| 1 | Pewaukee | WI | 53072 | None | PC | Operating | $3,000 |
| Clement Manor | |||||||
| 3939 S 92nd St | Milwaukee | WI | 53228 | None | PC | Operating | $3,000 |
| Fisher House Wisconsin | |||||||
| 5000 W National Ave Building 150 | Milwaukee | WI | 53295 | None | PC | Operating | $3,000 |
| Franklin Police Dept | |||||||
| 9455 W Loomis Rd | Franklin | WI | 53132 | None | PC | Operating | $3,000 |
| Hunger Task Force | |||||||
| 5000 W Electric Ave | Milwaukee | WI | 53219 | None | PC | Charity | $3,000 |
| Lifestriders | |||||||
| S11W29667 Summit Ave | Waukesha | WI | 53188 | None | PC | Charity | $3,000 |
| Lutheran Social Services | |||||||
| 6737 W Washington St 2275 | Milwaukee | WI | 53214 | None | PC | Charity | $3,000 |
| New Berlin Police Citizens Alumni Association | |||||||
| PO Box 510571 | New Berlin | WI | 53151 | None | PC | Operating | $3,000 |
| Ruff Luck | |||||||
| 1 | New Berlin | WI | 53151 | None | PC | Charity | $3,000 |
| Meta House | |||||||
| 535 N 39th St | Milwaukee | WI | 53208 | None | PC | Charity | $2,000 |
| Peter's Pantry | |||||||
| 843 S 21st St | Manitowoc | WI | 54220 | None | PC | Charity | $2,000 |
| Zachariahs Acres | |||||||
| N74W35911 Servants Wy | Oconomowoc | WI | 53066 | None | PC | Charity | $2,000 |
| Childrens Wisconsin Foundation | |||||||
| 8915 W Connell Ct | Milwaukee | WI | 53226 | None | PC | Charity | $1,000 |
| Family Promise of Ozaukee County | |||||||
| 136 W Grand Ave | Port Washington | WI | 53074 | None | PC | Charity | $1,000 |
| Ozaukee Food Alliance | |||||||
| 100 E Green Bay Ave | Saukville | WI | 53080 | None | PC | Charity | $1,000 |
| Village of Greendale | |||||||
| 1 | Greendale | WI | 53129 | None | PC | Charity | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Stifel Brokerage Accts | AssetDesc |
| Acquired | 2017-08 | AcquiredDt |
| How Acquired | Purchase | HowAcquiredTxt |
| Sold | 2025-12 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 12312025 | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $111,954 | GrossSalesPriceAmt |
| Basis | $116,685 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | -$4,731 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Stifel Brokerage Account | $1,314,487 | $1,314,487 |
| Stifel Horizon Account | $1,655,260 | $1,655,260 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expenses | Desc |
| Net Investment Income | $498 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $498 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $498 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Net Investment Income | $2,753 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,753 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,753 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Net Investment Income | $32 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32 | DisbursementsCharitablePrpsAmt |