GURUNJOY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GURUNJOY FOUNDATION (EIN 81-0903822)
Tax period
2022-12-01 to 2023-11-30
Filed
2024-10-15
IRS object ID
202412899349101126
Schema version
2022v5.0
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)
Return2024-10-15T17:11:06-05:00ReturnTs
Tax Period End2023-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204851730PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Entholpy EMC IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line146520 Fremont BlvdAddressLine1Txt
Address Line2Ste606AddressLine2Txt
CityFremontCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94538ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810903822EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GURUNJOY FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Guru PrasadInCareOfNm
Business Name ControlGURUBusinessNameControlTxt
Phone4082056032PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11475 Como DrAddressLine1Txt
CityMantecaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95337ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGURU PRASADPersonNm
Person TitleCEOPersonTitleTxt
Phone4082056032PhoneNum
Signature2024-10-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANMING XUPreparerPersonNm
PTINP00728294PTIN
Phone4089962002PhoneNum
Preparation2024-10-15PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$435,930FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,121ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$35InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$35InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,350DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,350DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$38,574NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,375GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38,574CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,133NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$43,080TotalRevAndExpnssAmt
Total Net Invst Incm$41,959TotalNetInvstIncmAmt
Total Adj Net Incm$3,133TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,558OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$6,558OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$35TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$17,692TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$17,692TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,651OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$4,650OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,936TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$28,900TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,720ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,720ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,656TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,620TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,424ExcessRevenueOverExpensesAmt
Net Investment Income$41,958NetInvestmentIncomeAmt
Adjusted Net Income$3,133AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$138,294CashBOYAmt
Cash EOY$151,925CashEOYAmt
Cash EOYFMV$151,925CashEOYFMVAmt
Acct Rcvbl$7,000AcctRcvblAmt
Acct Rcvbl EOY$7,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$7,000AcctRcvblEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
Corporate Stock BOY$153,846CorporateStockBOYAmt
Corporate Stock EOY$152,260CorporateStockEOYAmt
Corporate Stock EOYFMV$248,379CorporateStockEOYFMVAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$25,626OtherInvestmentsBOYAmt
Other Investments EOY$28,626OtherInvestmentsEOYAmt
Other Investments EOYFMV$28,626OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$317,766TotalAssetsBOYAmt
Total Assets EOY$339,811TotalAssetsEOYAmt
Total Assets EOYFMV$435,930TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,831AccountsPayableBOYAmt
Accounts Payable EOY$24,452AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$7,831TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,452TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$309,935CapitalStockBOYAmt
Capital Stock EOY$315,359CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$309,935TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$315,359TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$317,766TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$339,811TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$309,935TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,424ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$315,359SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$315,359TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$38,574CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,133NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$583InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$583SubtotalAmt
Tax Based On Investment Income$583TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Tax Due$585TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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 Line1Guru PrasadBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4082056032PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11475 Como DrAddressLine1Txt
CityMantecaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95337ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GURU PRASAD
1475 Como DrMantecaCA95337CEO2.000$0
JYOTHSNA PRASAD
1475 Como DrMantecaCA95337CFO2.000$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$251,261AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,596AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$22,636FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$330,493TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$330,493AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,957CashDeemedCharitableAmt
Net Vl Noncharitable Assets$325,536NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,277MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,277MinimumInvestmentReturnAmt
Tax Based On Investment Income$583TaxBasedOnInvestmentIncomeAmt
Total Tax$583TotalTaxAmt
Distributable Before Adj$15,694DistributableBeforeAdjAmt
Distributable Before Ded$15,694DistributableBeforeDedAmt
Distributable As Adjusted$15,694DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,620ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$37,620QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,694DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,614ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,979ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,140ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,330ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,063TotalExcessDistributionCyovAmt
Qualifying Distributions$37,620QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,694AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,926RemainingDistriFromCorpusAmt
Total Corpus$44,989TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,614ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,375ExcessDistriCyovToNextYrAmt
Excess From Year4$4,979ExcessFromYear4Amt
Excess From Year2$3,140ExcessFromYear2Amt
Excess From Year1$7,330ExcessFromYear1Amt
Excess From Current Year$21,926ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
American Online Giving Foundation Inc
40 East Main Street Suite 887NEWARKDE19711PCCharitable$1,751
Hindu Community and Cultural Center
1232 Arrowhead AveLIVERMORECA94551PCCharitable$464
One School at A Time -OSAAT
PO Box D 2450 Alvin AveSAN JOSECA95151PCCharitable$500
Sewa Bhajan Mandali
5309 Asilomar CtUNION CITYCA94587PCCharitable$101
SWEA International USA
PO Box 820867HOUSTONTX77282PCCharitable$400
Sewa International through Intel Corp
PO Box 820867HOUSTONTX77282PCCharitable$3,101
Shri Krishna Vrundavana Temple
43 Sunol StSAN JOSECA95126PCCharitable$603
Sri Shankara Cancer Foundation
PCCharitable$1,2501st CrossShankara Matt PremisesIndiaIN560004
TVKS
3163 Ashbrrok Ln San RamonSan RamonCA94582PCCharitable$250
Benevity Donation
PCCharitable$300BarcelonaCarrer de ProvencaSP08037
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,720TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,350ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$38,574ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$41,959ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,959TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
11032023
ETrade LT Acct49002020-122023-11$45,696$10,255$35,441
11012023
ETrade ST Acct49002022-122023-11$12,679$9,546$3,133

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEtrade AcctXXXX4900StockNm
EOY Book Value$152,260EOYBookValueAmt
EOYFMV$248,379EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Silicon CatalystAT COST$18,000$18,000
Startengine InvestmentAT COST$10,626$10,626
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV
FMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Exp$1$1
Membership Fee$1,000$1,000
Office Expenses$275$275
Insurance Payment$2,072$2,072
Charitable Activites Expenses$1,303$1,303

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Membership Fee$1,000$1,000
Tax Filing Fee$5,500$5,500
State Filing Fee$25$25
Bank Fee$33$33

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxCategoryTxt
Amt$35Amt

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