MWS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MWS FOUNDATION INC (EIN 84-2894540)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-24
- IRS object ID
- 202521149349102272
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-24T15:00:41-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263084697 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lapidos Leung & Francis Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2424 Pine St | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842894540 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MWS Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MWSF | BusinessNameControlTxt |
| Phone | 5108910353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 336 | AddressLine1Txt |
| City | Geyserville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95441 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Sasso | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Francis | PreparerPersonNm |
| PTIN | P00219854 | PTIN |
| Phone | 4152922424 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $217,783 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,159 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,395 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,395 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,395 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,621 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,032 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,427 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,395 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,710 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $30 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $29 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,735 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,393 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,395 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,186 | CashBOYAmt |
| Cash EOY | $2,935 | CashEOYAmt |
| Cash EOYFMV | $2,935 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,500 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,500 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $133,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $144,881 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $211,348 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $142,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $151,316 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $217,783 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $142,610 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $151,316 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $151,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $151,316 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,706 | ExcessRevenueOverExpensesAmt |
| Subtotal | $151,316 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $151,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GE Vernova | P | 2019-12-24 | 2024-04-02 | $70 | $29 | $41 | $41 |
| Henry Schein | P | 2019-01-01 | 2024-07-11 | $581 | $399 | $182 | $182 |
| Shell PLC | P | 1983-10-14 | 2024-12-11 | $4,181 | $372 | $3,809 | $3,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,032 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $89 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $89 | SubtotalAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $89 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Sasso | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5108910353 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 336 | AddressLine1Txt |
| City | Geyserville | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95441 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Sasso | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492 Staten Ave Unit 501 | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $191,512 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,696 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $199,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $199,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $196,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,811 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,811 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89 | TotalTaxAmt |
| Distributable Before Adj | $9,722 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,722 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,722 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,435 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,435 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,722 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $946 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $859 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,017 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $3,822 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,435 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,435 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $287 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $287 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,535 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $659 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $859 | ExcessFromYear4Amt |
| Excess From Year3 | $2,017 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Byrd Hoffman Foundation | ||||||
| 39 Water Mill Towd Rd | Water Mill | NY | 11976 | PC | Contribution to General Fund | $1,000 |
| Cancer Support Community | ||||||
| 3276 McNutt Ave | Walnut Creek | CA | 94597 | PC | Contribution to General Fund | $1,500 |
| Russian Riverkeeper | ||||||
| 208 Haydon Street | Healdsburg | CA | 95448 | PC | Contribution to General Fund | $1,000 |
| Free Quaker Society | ||||||
| 4824 Thomas Avenue South | Minneapolis | MN | 55410 | PC | Contribution to General Fund | $200 |
| River Partners | ||||||
| 1720 G St | Modesto | CA | 95354 | PC | Contribution to General Fund | $2,000 |
| Sinkyone Sanctuary | ||||||
| 555 Rossi Road | Geyserville | CA | 95441 | PC | Contribution to General Fund | $1,000 |
| North Sonoma County Fire Foundation | ||||||
| PO Box 1042 | Geyserville | CA | 95441 | PC | Contribution to General Fund | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,395 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,621 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,016 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,016 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Michael Sasso | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 492 Staten Avenue Unit 501 | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,159 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $1,710 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,710 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Charles Schwab Acct#4978-8486 | StockNm |
| EOY Book Value | $144,881 | EOYBookValueAmt |
| EOYFMV | $211,348 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Filling Fees | $25 | $25 | |
| Investment Management Fees | $4 | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $30 | Amt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
Comments