EILEEN D BROWN CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EILEEN D BROWN CHARITABLE TR (EIN 06-6475783)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202501349349103185
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T11:45:17-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273823827PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAL CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1238 West Town StAddressLine1Txt
CityNORWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06360ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066475783EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EILEEN D BROWN CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEILEBusinessNameControlTxt
Phone8608613843PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O DEE DEE JACKMAN 587 EKONK HILLAddressLine1Txt
CityVOLUNTOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06384ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEE DEE JACKMANPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone8608613843PhoneNum
Signature2025-04-28SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A LASARACINAPreparerPersonNm
PTINP01460566PTIN
Phone8608865186PhoneNum
Preparation2025-05-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,367,346FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$29InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$32,692DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,692DividendsNetInvstIncmAmt
Dividends Adj Net Incm$32,692DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$46,391NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$494,909GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$83,112TotalRevAndExpnssAmt
Total Net Invst Incm$32,721TotalNetInvstIncmAmt
Total Adj Net Incm$32,721TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,731CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Adj Net Incm$8,731CompOfcrDirTrstAdjNetIncmAmt
Legal Fees Rev And Expnss$350LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm$350LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$775AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$775AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$4,721TaxesRevAndExpnssAmt
Taxes Adj Net Incm$4,721TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$4,798DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Adj Net Incm$4,798DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$5,320OccupancyRevAndExpnssAmt
Occupancy Adj Net Incm$5,320OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$5,320OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$537TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Adj Net Incm$537TravConfMeetingAdjNetIncmAmt
Other Expenses Rev And Expnss$33,391OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$33,391OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$58,623TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$58,623TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,320TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,173TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$58,623TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,870TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,939ExcessRevenueOverExpensesAmt
Net Investment Income$32,721NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,906CashBOYAmt
Cash EOY$30,291CashEOYAmt
Cash EOYFMV$30,291CashEOYFMVAmt
Sav And Temp Cash Invst BOY$95,570SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$65,598SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$65,598SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$846,828CorporateStockBOYAmt
Corporate Stock EOY$941,785CorporateStockEOYAmt
Corporate Stock EOYFMV$941,785CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land Bldg Equip Cost Or Other Bss$364,300LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$36,268LandBldgEquipAccumDeprecAmt
Land BOY$332,830LandBOYAmt
Land EOY$328,032LandEOYAmt
Land EOYFMV$328,032LandEOYFMVAmt
Other Assets BOY$2,066OtherAssetsBOYAmt
Other Assets EOY$1,640OtherAssetsEOYAmt
Other Assets EOYFMV$1,640OtherAssetsEOYFMVAmt
Total Assets BOY$1,319,200TotalAssetsBOYAmt
Total Assets EOY$1,367,346TotalAssetsEOYAmt
Total Assets EOYFMV$1,367,346TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,319,200RetainedEarningBOYAmt
Retained Earning EOY$1,367,346RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,319,200TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,367,346TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,319,200TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,367,346TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,319,200TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,939ExcessRevenueOverExpensesAmt
Other Increases$25,592OtherIncreasesAmt
Subtotal$1,367,731SubtotalAmt
Other Decreases$385OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,367,346TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$455InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$455SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$455TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$455TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDEE DEE JACKMANIndividualWithBooksNm
Phone8608613843PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1587 EKONK HILL RDAddressLine1Txt
CityVOLUNTOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06384ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREA TRUPPA-GAGAS
880 ROUTE 171WOODSTOCKCT06281TRUSTEE2.00$0$0$0
MAUREEN POITRAS
9 COLONEL BROWN RDGRISWOLDCT06351TRUSTEE2.00$787$0$0
DEE DEE JACKMAN
587 EKONK HILL RDVOLUNTOWNCT06384PRESIDENT/TREASURER2.00$7,469$0$0
DAISY PHILLIPS
163 BLACK HILL RDPLAINFIELDCT06374SECRETARY2.00$425$0$0
KATHRYN ZUROMSKI
680 PLAINFIELD PIKEMOOSUPCT06354TRUSTEE2.00$50$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1HABITAT FOR HUMANITY 322 W. LAMAR ST AMERICUS, GA 31709Description1Txt
Expenses1$300Expenses1Amt
Description2GRISWOLD FIRE DEPARTMENT 883 VOLUNTOWN RD GRISWOLD, CT 06351Description2Txt
Expenses2$200Expenses2Amt
Description3CT AUDUBON SOCIETY 314 UNQUOWA RD FAIRFIELD, CT 06824Description3Txt
Expenses3$100Expenses3Amt
Description4ST. MARYS CHURCH FOOD PANTRY 34 NORTH MAIN ST JEWETT CITY, CT 06351Description4Txt
Expenses4$200Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,870ExpensesAndContributionsAmt
Qualifying Distributions$6,870QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,014ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,949ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,905ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,647ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,992ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$50,507TotalExcessDistributionCyovAmt
Qualifying Distributions$6,870QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$6,870RemainingDistriFromCorpusAmt
Total Corpus$57,377TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,014ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$47,363ExcessDistriCyovToNextYrAmt
Excess From Year4$12,949ExcessFromYear4Amt
Excess From Year3$11,905ExcessFromYear3Amt
Excess From Year2$10,647ExcessFromYear2Amt
Excess From Year1$4,992ExcessFromYear1Amt
Excess From Current Year$6,870ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$6,870CurrentYearAmt
Year1$4,992Year1Amt
Year2$10,647Year2Amt
Year3$11,905Year3Amt
Total$34,414TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$6,870CurrentYearAmt
Year1$4,992Year1Amt
Year2$10,647Year2Amt
Year3$11,905Year3Amt
Total$34,414TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$1,367,346CurrentYearAmt
Year1$1,319,200Year1Amt
Year2$1,268,213Year2Amt
Year3$1,426,511Year3Amt
Total$5,381,270TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$1,367,346CurrentYearAmt
Year1$1,319,200Year1Amt
Year2$1,268,213Year2Amt
Year3$1,426,511Year3Amt
Total$5,381,270TotalAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmt
GRISWOLD FIRE DEPARTMENT
883 VOLUNTOWN RDGRISWOLDCT06351501c3CHARITABLE$200
MAKE A WISH FOUNDATION
56 COMMERCE DRTRUMBULLCT06611501C3CHARITABLE$100
FRANCISCAN FRIARS
199 COLONEL BROWN RDGRISWOLDCT06351501C3CHARITABLE$50
PEOPLE'S HARVEST GARDEN
139 WOLF DEN RDBROOKLYNCT06234501C3CHARITABLE$100
HABITAT FOR HUMANITY
322 W LAMAR STAMERICUSGA317096439501C3CHARITABLE$300
SALVATION ARMY-NORWICH AREA
294 WASHINGTON STNORWICHCT06360501C3CHARITABLE$100
SLATER LIBRARY
26 MAIN STJEWETT CITYCT06351501C3MUNICIPAL$100
WOUNDED WARRIOR
4899 BELFORD RD SUITE 300JACKSONVILLEFL32256501C3CHARITABLE$100
CT AUDOBON SOCIETY
314 UNQUOWA ROADFAIRFIELDCT06824501C3CHARITABLE$100
ST MARY'S FOOD PANTRY
34 NORTH MAIN STREETJEWETT CITYCT06351501C3CHARITABLE$200
PAUCHAUG POND WEED CONTROL ASSOCIATION
39 JENNIFER LANEGRISWOLDCT06351501C3CHARITABLE$50
FRIENDS OF PACHAUG FOREST
36 TATRO RDGRISWOLDCT06351501C3CHARITABLE$50
GRISWOLD PARK AND RECREATION
28 MAIN STGRISWOLDCT06351501C3CHARITABLE$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescCHARITABLE REAL ESTATEDesc
Exclusion30ExclusionCd

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,692ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$46,391RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$32,721ExclusionAmt
Related Or Exempt Function Incm$46,391RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$79,112TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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 (3 entries)

AssetAssetDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmtBasisBasisAmt
CHARLES SCHWAB- CAPITAL GAINS DISTRIBUTION2024-12$1,447$1,447
CHARLES SCHWAB- SHORT TERM2024-12$266,650$5,922$260,728
CHARLES SCHWAB- LONG TERM2024-12$226,812$39,022$187,790

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$941,785EOYBookValueAmt
EOYFMV$941,785EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LAND$265,000$0$265,000
FURNITURE AND FIXTURES$7,977$7,287$690
IMPROVEMENTS$78,823$26,168$52,655
EQUIPMENT$12,500$2,813$9,687

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTANGIBLE -BOND PREMIUMDesc
BOY Book Value$2,066BOYBookValueAmt
EOY Book Value$1,640EOYBookValueAmt
EOYFMV$1,640EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc990 PF TAXDesc
Amt$385Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT FEES$9,018$9,018
INSURANCE$9,406$9,406
SECURITY-ALARM$468$468
OFFICE EXPENSE$524$524
REPAIRS & MAINTENANCE$11,885$11,885
MEMBERSHIPS$295$295
SUPPLIES$463$463
FOREIGN TAXES$53$53
Amortization$1,073$1,073
WEBSITE$206$206

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
SECTION 199A DIVIDENDS$407
UNREALIZED GAIN ON INVESTMENT$25,185

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryREAL ESTATE TAXESCategoryTxt
Amt$4,721Amt
Adjusted Net Income$4,721AdjustedNetIncomeAmt

Comments

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