ROOF FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROOF FAMILY FOUNDATION INC (EIN 27-0287616)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-14
- IRS object ID
- 202400749349100630
- Schema version
- 2023v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-14T18:49:39-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382962645 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN & NOFZINGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4196 W MAPLE AVENUE | AddressLine1Txt |
| City | ADRIAN | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270287616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROOF FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROOF | BusinessNameControlTxt |
| Phone | 9258382360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 POTTER AVE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD C ROOF | PersonNm |
| Person Title | PRES/TREAS/DIRECTOR | PersonTitleTxt |
| Phone | 9258382360 | PhoneNum |
| Signature | 2024-03-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | ROOF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN NOFZINGER | PreparerPersonNm |
| PTIN | P00886584 | PTIN |
| Phone | 5172635788 | PhoneNum |
| Preparation | 2024-02-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $118,008 | 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 | $453 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $453 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $453 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,953 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,953 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,953 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,783 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,907 | GrossSalesPriceAmt |
| Total Rev And Expnss | $60,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,406 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,406 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $625 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $33 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,406 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $50,352 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,008 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,008 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $80,125 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $130,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,008 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $130,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $118,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $118,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,469 | ExcessRevenueOverExpensesAmt |
| Subtotal | $118,008 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $118,008 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33 | SubtotalAmt |
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $33 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | DONALD C ROOF | IndividualWithBooksNm |
| Phone | 9258382360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 POTTER AVE | AddressLine1Txt |
| City | ANN ARBOR | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48103 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD C ROOF | ||||||||
| 306 POTTER AVE | ANN ARBOR | MI | 48103 | PRES/TREAS/D | 000.00 | $0 | $0 | $0 |
| PATRICIA A ROOF | ||||||||
| 306 POTTER AVE | ANN ARBOR | MI | 48103 | VP/SEC./DIRE | 000.00 | $0 | $0 | $0 |
| ANNETTE HUERTAS | ||||||||
| 306 POTTER AVE | ANN ARBOR | MI | 48103 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| STACIE MAGGIORA | ||||||||
| 306 POTTER AVE | ANN ARBOR | MI | 48103 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KIMBERLY ROOF | ||||||||
| 306 POTTER AVE | ANN ARBOR | MI | 48103 | DIRECTOR | 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 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| 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) |
|---|---|---|
| Tax Based On Investment Income | $33 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $72,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $40,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $215,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $72,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $287,000 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $287,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $40,000 | ExcessFromYear3Amt |
| Excess From Year2 | $113,500 | ExcessFromYear2Amt |
| Excess From Year1 | $61,500 | ExcessFromYear1Amt |
| Excess From Current Year | $72,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|
| OUT HOUSE | ||||||||
| OUR HOUSE | 111 WALLACE BLVD | YPSILANTI | MI | 48197 | NONE | CHARITABLE CONTRIBUTION | $10,000 | |
| ANN ARBOR SYMPHONY ORCHESTRA | ||||||||
| ANN ARBOR SYMPHONY ORCHESTRA | 35 RESEARCH DRIVE | ANN ARBOR | MI | 48103 | NONE | CHARITABLE CONTRIBUTION | $2,000 | |
| ENCORE THEATER | ||||||||
| ENCORE THEATER | 7714 ANN ARBOR ST | DEXTER | MI | 48130 | NONE | CHARITABLE CONTRIBUTION | $1,500 | PC |
| PEACE NEIGHBORHOOD | ||||||||
| PEACE NEIGHBORHOOD | 1111 N MAPLE RD | ANN ARBOR | MI | 48103 | NONE | CHARITABLE CONTRIBUTION | $15,500 | |
| THE UNIVERSITY OF MICHIGAN | ||||||||
| THE UNIVERSITY OF MICHIGAN | 1000 S STATE ST | ANN ARBOR | MI | 48103 | NONE | ROGEL CANCER CENTER | $15,000 | |
| PERFORMING ANIMAL WELFARE SOCIETY | ||||||||
| PERFORMING ANIMAL WELFARE SOCIETY | PO BOX 849 | GALT | CA | 95632 | CHARITABLE CONTRIBUTION | $3,000 | ||
| HUMANE SOCIETY OF HURON VALLEY | ||||||||
| HUMANE SOCIETY OF HURON VALLEY | 3100 CHERRY HILL RD | ANN ARBOR | MI | 48105 | NONE | CHARITABLE CONTRIBUTION | $2,500 | |
| SHRINER'S HOSPITAL | ||||||||
| SHRINER'S HOSPITAL | 2900 ROCKY POINT DR | TAMPA | FL | 33612 | NONE | CHARITABLE CONTRIBUTION | $5,000 | |
| ST JUDE HOSPITAL | ||||||||
| ST JUDE HOSPITAL | 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CHARITABLE CONTRIBUTION | $5,000 | |
| CHERRY STREET MISSION | ||||||||
| CHERRY STREET MISSION | 105 17TH STREET | TOLEDO | OH | 43624 | NONE | CHARITABLE CONTRIBUTION | $5,000 | |
| SALVATION ARMY - ANN ARBOR | ||||||||
| SALVATION ARMY - ANN ARBOR | 100 ARBANA DR | ANN ARBOR | MI | 48103 | NONE | CHARITABLE CONTRIBUTION | $5,000 | |
| MICHIGAN FOSTER CARE CLOSET | ||||||||
| MICHIGAN FOSTER CARE CLOSIT | 37 ENTERPRISE DR | ANN ARBOR | MI | 49103 | NONE | CHARITABLE CONTRIBUTION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $453 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,953 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,783 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60,189 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,189 | 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 | GPGR FEES | CategoryTxt |
| Amt | $625 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SPDR S&P 500 TRUST ETF | AssetDesc |
| Acquired | 2017-12 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2023-12 | SoldDt |
| Gross Sales Price | $137,907 | GrossSalesPriceAmt |
| Basis | $80,124 | BasisAmt |
| Total Net | $57,783 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | S&P 500 TRUST ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $33 | Amt |
Comments