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RONNIE & JERROLD ROSENBAUM FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RONNIE & JERROLD ROSENBAUM FAMILY FOUNDATION INC (EIN 59-3695159)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-30
IRS object ID
202403049349100430
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-30T11:01:39-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591843700PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ENNIS PELLUM & ASSOCIATES CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110151 DEERWOOD PARK BVD BLD 300 200AddressLine1Txt
CityJACKSONVILLECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32256ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593695159EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RONNIE & JERROLD ROSENBAUM FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRONNBusinessNameControlTxt
Phone9042850828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11283 PONTE VEDRA BLVDAddressLine1Txt
CityPONTE VEDRA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32082ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBETH ANGELOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9042850828PhoneNum
Signature2024-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY UMPHRESSPreparerPersonNm
PTINP01812950PTIN
Phone9043965965PhoneNum
Preparation2024-10-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,819,810FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$59,243DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,243DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$94,565NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$306,156GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$94,565CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$153,808TotalRevAndExpnssAmt
Total Net Invst Incm$153,808TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,595AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,298AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,298AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,486TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,360OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,257OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$103OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,441TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,555TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,401TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$186,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$186,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$199,941TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,555TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$188,901TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$46,133ExcessRevenueOverExpensesAmt
Net Investment Income$144,253NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$69,619SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$31,025SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$31,025SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,377,747CorporateStockBOYAmt
Corporate Stock EOY$2,370,208CorporateStockEOYAmt
Corporate Stock EOYFMV$2,788,785CorporateStockEOYFMVAmt
Total Assets BOY$2,447,366TotalAssetsBOYAmt
Total Assets EOY$2,401,233TotalAssetsEOYAmt
Total Assets EOYFMV$2,819,810TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,447,366RetainedEarningBOYAmt
Retained Earning EOY$2,401,233RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,447,366TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,401,233TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,447,366TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,401,233TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,447,366TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$46,133ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,401,233SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,401,233TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - LONG TERM$257,646$196,443$61,203$61,203
PUBLICLY TRADED SECURITIES - SHORT TERM$14,987$15,148-$161-$161
CAPITAL GAINS DIVIDENDS$33,523$33,523$33,523P
FieldValueIRS element (for citing)
Capital Gain Net Income$94,565CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,005InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,005SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,005TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$20EsPenaltyAmt
Tax Due$25TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBETH ANGELOIndividualWithBooksNm
Phone9042850828PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11283 PONTE VEDRA BOULEVARDAddressLine1Txt
CityPONTE VEDRA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32082ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BETH ANGELO
1283 PONTE VEDRA BLVDPONTE VEDRA BEACHFL32082PRESIDENT1.00$0$0$0
LAURIE BAUGUSS
2601 SIMS COVE LANEJACKSONVILLEFL32217VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,629,004AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,290AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,665,294TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,665,294AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,979CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,625,315NetVlNoncharitableAssetsAmt
Minimum Investment Return$131,266MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$131,266MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,005TaxBasedOnInvestmentIncomeAmt
Total Tax$2,005TotalTaxAmt
Distributable Before Adj$129,261DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$129,261DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$129,261DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$188,901ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$188,901QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,261DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$2,779ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,796ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,193ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$41,610ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$69,378TotalExcessDistributionCyovAmt
Qualifying Distributions$188,901QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$129,261AppliedToCurrentYearAmt
Remaining Distri From Corpus$59,640RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$129,018TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$129,018ExcessDistriCyovToNextYrAmt
Excess From Year4$2,779ExcessFromYear4Amt
Excess From Year3$3,796ExcessFromYear3Amt
Excess From Year2$21,193ExcessFromYear2Amt
Excess From Year1$41,610ExcessFromYear1Amt
Excess From Current Year$59,640ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
ARC OF ST JOHNS
2101 ARC DRST AUGUSTINEFL32084PUBLICGENERAL FUND$5,000
JACKSONVILLE ZOO AND GARDENS
370 ZOO PKWYJACKSONVILLEFL32218PUBLICGENERAL FUND$125,000
JEWISH FAMILY & COMMUNITY SERVICES
6261 DUPONT STATION COURT EASTJACKSONVILLEFL32217PUBLICGENERAL FUND$5,000
JEWISH FEDERATION OF JACKSONVILLE
8505 SAN JOSE BLVDJACKSONVILLEFL32217PUBLICGENERAL FUND$5,000
MAYO CLINIC FUND
200 FIRST ST SWROCHESTERMN55905PUBLICGENERAL FUND$10,000
RIVER GARDEN HEBREW HOME
11401 OLD SAINT AUGUSTINE ROADJACKSONVILLEFL32258PUBLICGENERAL FUND$1,000
HOSPICE OF NORTH EAST FLORIDA
4266 SUNBEAM ROADJACKSONVILLEFL32257PUBLICGENERAL FUND$5,000
UNIVERSITY OF FLORIDA
UNIVERSITY OF FLORIDAGAINSVILLEFL32611PUBLICGENERAL FUND$2,500
UF HEALTH
655 W 8TH STREETJACKSONVILLEFL32209PUBLICGENERAL FUND$10,000
JOAN DUNCAN CANCER ENDOWMENT FUND
PUBLICGENERAL FUND$5,0006 HAUGHTON TERRACE KINGSTON 10W.IJM
BREVARD BLUE DEVILS CLUB CHARITY
609 N COUNTRY CLUB ROADBREVARDNC28712PUBLICGENERAL FUND$500
SULZBACHER
611 E ADAMS STREETJACKSONVILLEFL32202PUBLICGENERAL FUND$2,500
JEWISH FEDERATION EMERGENCY ISRAEL FUND
121 STEUART STREETSAN FRANCISCOCA94105PUBLICGENERAL FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$186,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,243ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$94,565ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$153,808ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$153,808TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,595Amt
Net Investment Income$2,298NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,298DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB #0566 INVESTMENTSStockNm
EOY Book Value$2,370,208EOYBookValueAmt
EOYFMV$2,788,785EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$7,154$7,154$0
ANNUAL REPORT FEE$206$103$103

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,486Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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