BETA

BARKER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BARKER FAMILY FOUNDATION (EIN 20-8096672)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-31
IRS object ID
202423059349100802
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)
Return2024-10-31T08:16:41-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN832666987PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERGER ELLIOTT & PRITCHARD CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 S 75TH STREET SUITE 200AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208096672EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BARKER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARKBusinessNameControlTxt
Phone4023051000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 540488AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68154ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS BARKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4025511919PhoneNum
Signature2024-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH D TRITSCH CPAPreparerPersonNm
PTINP01329728PTIN
Phone4025511919PhoneNum
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$2,587,205FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$438,340ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$650InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$650InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$161,338DividendsRevAndExpnssAmt
Dividends Net Invst Incm$161,338DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$299NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$36,720GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$600,029TotalRevAndExpnssAmt
Total Net Invst Incm$161,988TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$148LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$148LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,418TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,418TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,566TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,566TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$88,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$88,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$90,816TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,566TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$88,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$509,213ExcessRevenueOverExpensesAmt
Net Investment Income$159,422NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$68,123CashBOYAmt
Cash EOY$55,384CashEOYAmt
Cash EOYFMV$55,384CashEOYFMVAmt
Corporate Stock BOY$1,816,954CorporateStockBOYAmt
Corporate Stock EOY$2,356,577CorporateStockEOYAmt
Corporate Stock EOYFMV$2,531,821CorporateStockEOYFMVAmt
Total Assets BOY$1,885,077TotalAssetsBOYAmt
Total Assets EOY$2,411,961TotalAssetsEOYAmt
Total Assets EOYFMV$2,587,205TotalAssetsEOYFMVAmt
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$1,885,077RetainedEarningBOYAmt
Retained Earning EOY$2,411,961RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,885,077TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,411,961TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,885,077TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,411,961TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,885,077TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$509,213ExcessRevenueOverExpensesAmt
Other Increases$17,671OtherIncreasesAmt
Subtotal$2,411,961SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,411,961TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
OAKTREE SPECIALTYP2023-01-252023-01-25$7$7$7
PENNANTPARK FLOATING RATEP2019-05-132023-12-15$35,691-$1,328-$1,328$37,019
CAPITAL GAINS DIVIDENDSP$1,022$1,022$1,022
FieldValueIRS element (for citing)
Capital Gain Net Income-$299CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,216InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,216SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,216TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,100ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,100TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$116TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
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 BooksBERGER ELLIOTT PRITCHARD CPAS LLIndividualWithBooksNm
Phone4025511919PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 S 75TH ST SUITE 200AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68124ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS BARKER
13430 HAMILTON STREETOMAHANE68154PRESIDENT/TREAS0.00$0$0$0
ALLISON ANNE BARKER
13430 HAMILTON STREETOMAHANE68154VICE PRESIDENT0.00$0$0$0
MARY ELIZABETH BARKER
13430 HAMILTON STREETOMAHANE68154VICE PRESIDENT0.00$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$1,932,697AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,227AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,984,924TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,984,924AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,774CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,955,150NetVlNoncharitableAssetsAmt
Minimum Investment Return$97,758MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$97,758MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,216TaxBasedOnInvestmentIncomeAmt
Total Tax$2,216TotalTaxAmt
Distributable Before Adj$95,542DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$95,542DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$95,542DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$88,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$88,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,542DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$7,566ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,228ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$49,277ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$75,071TotalExcessDistributionCyovAmt
Qualifying Distributions$88,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$88,250AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,292ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,292ExcessDistributionCyovAppCYAmt
Total Corpus$67,779TotalCorpusAmt
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$67,779ExcessDistriCyovToNextYrAmt
Excess From Year4$274ExcessFromYear4Amt
Excess From Year3$18,228ExcessFromYear3Amt
Excess From Year1$49,277ExcessFromYear1Amt

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 RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHERS BIG SISTERS OF THE HEARTLAND
1209 HARNEY STREETOMAHANE68102NONEPUBLICCHARITABLE$10,000
BOYS TOWN
14100 CRAWFORD STREETBOYSTOWNNE68010NONEPUBLICCHARITABLE$10,650
CHURCH OF THE NATIVITY
6309 EL APAJORANCHO SANTE FECA92067NONEPUBLICCHARITABLECHARITABLE$900
MILLARD PUBLIC SCHOOL FOUNDATION
5225 S 159TH AVENUEOMAHANE68135NONEPUBLICCHARITABLE$17,500
OMAHA COMMUNITY PLAYHOUSE
6915 CASS STREETOMAHANE68132NONEPUBLICCHARITABLE$25,000
OUR LADY OT TAHOE CATHOLIC CHURCH
1 ELKS POINT ROADZEPHYR COVENV89448NONEPUBLICCHARITABLE$700
SEAL FAMILY FOUNDATION
300 CARLSBAD VILLAGE DR 108ACARLSBADCA92008NONEPUBLICCHARITABLE$5,000
UNIVERSITY OF DAYTON
300 COLLEGE PARKDAYTONOH45469NONEPUBLICCHARITABLE$10,000
ST JOHNS
602 PARK AVEOMAHANE68105NONEPUBLICCHARITABLE$1,000
NEBRASKA COLLEGE BASEBALL HALL OF FAME
111 S 8TH STBEATRICENE68310NONEPUBLICCHARITABLE$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$88,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$650ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$161,338ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$299ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$161,689ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,689TotalIncomeProducingActyAmt

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

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 PersonTHOMAS BARKERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 381AddressLine1Txt
CityGLENBROOKCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89413ZIPCd
FieldValueIRS element (for citing)
Total Contributions$438,340TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property17,928 SHARES OF BANCO LATINOAMERICANO DE COMERCIO EXTERIORNoncashPropertyDesc
Fair Market Value$438,340FairMarketValueAmt
Received2023-12-05ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS AND ETFSStockNm
EOY Book Value$2,356,577EOYBookValueAmt
EOYFMV$2,531,821EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$148LegalFeesAmt
Net Investment Income$148NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
ADJUST ASSETS FOR DONATION BASIS IN EXCESS OF MARKET VALUE$4,123
TIMING DIFFERENCES$13,548

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$2,418Amt
Net Investment Income$2,418NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.