BETA

ATSINGER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ATSINGER FAMILY FOUNDATION (EIN 77-0460697)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-03-12
IRS object ID
202440729349100804
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-12T17:27:21-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE ROAD SUITE 400AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770460697EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ATSINGER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BRIAN J COUNSILInCareOfNm
Business Name ControlATSIBusinessNameControlTxt
Phone8059870400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1855 AVIATION DRIVEAddressLine1Txt
CityCAMARILLOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD G ATSINGER IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8059870400PhoneNum
Signature2024-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARD GPersonFirstNm
Person LastATSINGER IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephanie WilkinsonPreparerPersonNm
PTINP01231617PTIN
Phone8053748555PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$544,382FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$137,885ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$863InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$863InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$72,608NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$298,711GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$258,358CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$66,140TotalRevAndExpnssAmt
Total Net Invst Incm$259,221TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,137AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,568AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,569AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$925TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$57OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$57OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,119TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,568TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,651TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$96,119TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,568TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$92,651TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,979ExcessRevenueOverExpensesAmt
Net Investment Income$256,653NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,055CashBOYAmt
Cash EOY$2,018CashEOYAmt
Cash EOYFMV$2,018CashEOYFMVAmt
Sav And Temp Cash Invst BOY$25,095SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$176,111SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$176,111SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$532,967CorporateStockBOYAmt
Corporate Stock EOY$352,009CorporateStockEOYAmt
Corporate Stock EOYFMV$366,253CorporateStockEOYFMVAmt
Total Assets BOY$560,117TotalAssetsBOYAmt
Total Assets EOY$530,138TotalAssetsEOYAmt
Total Assets EOYFMV$544,382TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$560,117RetainedEarningBOYAmt
Retained Earning EOY$530,138RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$560,117TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$530,138TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$560,117TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$530,138TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$560,117TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,979ExcessRevenueOverExpensesAmt
Subtotal$530,138SubtotalAmt
Tot Net Ast Or Fund Balances EOY$530,138TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
909 SHS TESLA INC.D2019-01-31$145,471$18,241$127,230$127,230
1,255 SHS ALPHABET INC CLASS AD2012-12-31$153,240$22,112$131,128$131,1282023-10-26
FieldValueIRS element (for citing)
Capital Gain Net Income$258,358CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,567InvestmentIncomeExciseTaxAmt
Subtotal$3,567SubtotalAmt
Tax Based On Investment Income$3,567TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,910EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,910TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$343OverpaymentAmt
Applied To ES Tax$343AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRIAN J COUNSILBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8053899301PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1855 AVIATION DRIVEAddressLine1Txt
CityCAMARILLOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93010ZIPCd
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
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
EDWARD G ATSINGER III
4880 SANTA ROSA ROAD SUITE 300CAMARILLOCA93012PRESIDENT0.5$0$0$0
MONA ATSINGER
4880 SANTA ROSA ROAD SUITE 300CAMARILLOCA93012SECRETARY0.5$0$0$0
EDWARD C ATSINGER
4880 SANTA ROSA ROAD SUITE 300CAMARILLOCA93102DIRECTOR0.5$0$0$0
Katrina M Atsinger
4880 SANTA ROSA ROAD SUITE 300CAMARILLOCA93102Assistant Treasurer0.5$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$389,802AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$87,864AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$477,666TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$477,666AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,165CashDeemedCharitableAmt
Net Vl Noncharitable Assets$470,501NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,525MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,525MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,567TaxBasedOnInvestmentIncomeAmt
Total Tax$3,567TotalTaxAmt
Distributable Before Adj$19,958DistributableBeforeAdjAmt
Distributable Before Ded$19,958DistributableBeforeDedAmt
Distributable As Adjusted$19,958DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,651ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$92,651QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,958DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$458,052ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$56,467ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$203,398ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$175,719ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$145,819ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,039,455TotalExcessDistributionCyovAmt
Qualifying Distributions$92,651QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$19,958AppliedToCurrentYearAmt
Remaining Distri From Corpus$72,693RemainingDistriFromCorpusAmt
Total Corpus$1,112,148TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$458,052ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$654,096ExcessDistriCyovToNextYrAmt
Excess From Year4$56,467ExcessFromYear4Amt
Excess From Year3$203,398ExcessFromYear3Amt
Excess From Year2$175,719ExcessFromYear2Amt
Excess From Year1$145,819ExcessFromYear1Amt
Excess From Current Year$72,693ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD G ATSINGER IIIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE RONALD REAGAN PRESIDENTIAL FOUNDATION
40 PRESIDENTIAL DRIVE NO 200SIMI VALLEYCA93065NONEPCGENERAL OPERATING SUPPORT$25,000
OAKS CHRISTIAN SCHOOL
31749 LA TIENDA DRIVEWESTLAKE VILLAGECA91362NONEPCGENERAL OPERATING SUPPORT$20,000
COUNCIL ON BIBLICAL MANHOOD AND WOMANHOOD INC
2825 LEXINGTON ROADLOUISVILLEKY40280NONEPCGENERAL OPERATING SUPPORT$35,000
CORNERSTONE NETWORK ASSOCIATION
141 DUESENBERG DR STE 8WESTLAKE VILLAGECA91362NONEPCGENERAL OPERATING SUPPORT$5,000
Ballet Theatre of Maryland Inc
1981 Moreland PkwyAnnapolisMD21401NONEPCGENERAL OPERATING SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$863ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$72,608ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$71,745ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$71,745TotalIncomeProducingActyAmt

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 PersonEDWARD G ATSINGER IIIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14880 SANTA ROSA RD 300AddressLine1Txt
CityCAMARILLOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93012ZIPCd
FieldValueIRS element (for citing)
Total Contributions$137,885TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,000 SHS ALPHABET INC CLASS A SECURITIESNoncashPropertyDesc
Fair Market Value$137,885FairMarketValueAmt
Received2023-09-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,137Amt
Net Investment Income$2,568NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,569DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
200 SHS TESLA INC$52,476$49,696
1,255 SHS ALPHABET INC CLASS C$161,648$176,867
1,000 SHS ALPHABET INC CLASS A$137,885$139,690

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSES & PERMITS$25$25
BANK FEES$32$32

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$25$25
FEDERAL EXCISE TAXES$900

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