BETA

COUTTS & CLARK WESTERN FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
COUTTS & CLARK WESTERN FOUNDATION INC (EIN 22-3772219)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-07-13
IRS object ID
202311949349100716
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)
Return2023-07-13T13:30:52-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232174309PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS M GILL & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 MAIN STREETAddressLine1Txt
CitySWOYERSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP187041227ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223772219EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COUTTS & CLARK WESTERN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOUTBusinessNameControlTxt
Phone2844418507PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1793 RIDGE ROADAddressLine1Txt
CityDURANGOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCANDICE CARSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2844418507PhoneNum
Signature2023-05-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCANDICEPersonFirstNm
Person LastCARSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN GILLPreparerPersonNm
PTINP01247548PTIN
Phone5706932460PhoneNum
Preparation2023-05-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,056,343FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$49InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$52,120DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,120DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$85,215NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$136,569GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$85,215CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$137,384TotalRevAndExpnssAmt
Total Net Invst Incm$137,384TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,265OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,265OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$12,265OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,265TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,265TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,265TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$158,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$158,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$170,615TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,265TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$170,615TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,231ExcessRevenueOverExpensesAmt
Net Investment Income$125,119NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,500SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,077,074CorporateStockBOYAmt
Corporate Stock EOY$1,046,343CorporateStockEOYAmt
Corporate Stock EOYFMV$1,046,343CorporateStockEOYFMVAmt
Total Assets BOY$1,089,574TotalAssetsBOYAmt
Total Assets EOY$1,056,343TotalAssetsEOYAmt
Total Assets EOYFMV$1,056,343TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,089,574NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,056,343NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,089,574TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,056,343TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,089,574TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,056,343TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,089,574TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,231ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,056,343SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,056,343TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCHWABPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2005-01-01AcquiredDt
Sold2022-12-31SoldDt
Gross Sales Price$136,569GrossSalesPriceAmt
Cost Or Other Basis$51,354CostOrOtherBasisAmt
Gain Or Loss$85,215GainOrLossAmt
Gains Minus Excess Or Losses$85,215GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$85,215CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,739InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,739SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,739TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,480EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,480TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$26EsPenaltyAmt
Tax Due$285TaxDueAmt

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
Org Report Or Register StateCOOrgReportOrRegisterStateCd
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 BooksCANDICE CARSONIndividualWithBooksNm
Phone5057444420PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1793 RIDGE ROADAddressLine1Txt
CityDURANGOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81303ZIPCd
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
CANDICE CARSON
793 RIDGE ROADDURANGOCO81303DIRECTOR0.00$0$0$0
GEORGE BANKER
793 RIDGE ROADDURANGOCO81303DIRECTOR0.00$0$0$0
PENNY O'KEEFE
1041 COUNTY ROAD 307DURANGOCO81301DIRECTOR0.00$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$1,050,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,060,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,060,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,900CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,044,100NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,205MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,205MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,739TaxBasedOnInvestmentIncomeAmt
Total Tax$1,739TotalTaxAmt
Distributable Before Adj$50,466DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,466DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,466DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$170,615ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$170,615QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,466DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,630ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$110,097ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$67,347ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$105,680ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$136,224ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$432,978TotalExcessDistributionCyovAmt
Qualifying Distributions$170,615QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$50,466AppliedToCurrentYearAmt
Remaining Distri From Corpus$120,149RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$553,127TotalCorpusAmt
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$13,630ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$539,497ExcessDistriCyovToNextYrAmt
Excess From Year4$110,097ExcessFromYear4Amt
Excess From Year3$67,347ExcessFromYear3Amt
Excess From Year2$105,680ExcessFromYear2Amt
Excess From Year1$136,224ExcessFromYear1Amt
Excess From Current Year$120,149ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCANDICE CARSO CO COUTTS AND CLARK WRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1793 RIDGE ROADAddressLine1Txt
CityDURANGOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9702596169RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIED FORM - HOWEVER AN APPLICATION FORM MAY BE REQUESTEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE POWERHOUSE
1333 CAMINO DRIVEDURANGOCO81301NONEPUBLIC CHARITYGENERAL USE$15,000
RURAL UTAH PROJECT
600 E SUITE 600SALT LAKE CITYUT84192NONEPUBLIC CHARITYGENERAL USE$3,000
PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
PPRM 46 SUTTLE STDURANGOCO81301NONEPUBLIC CHARITYCHARITABLE$20,000
ACLU OF CO
303 E 17TH AVEDENVERCO80203NONEPUBLIC CHARITYCHARITABLE$2,000
COMPANEROS
701 CAMINO DEL RIODURANGOCO81301NONEPUBLIC CHARITYCHARITABLE$20,000
DISCOVERY MUSEUM
1333 CAMINO DEL RIODURANGOCO81301NONEPUBLIC CHARITYCHARITABLE$500
FLC FOUNDATION
1000 RIM DRIVEDURANGOCO81301NONEPUBLIC CHARITYCHARITABLECHARITABLE$1,000
DOCTORS WITHOUT BORDERS
40 RECTOR STNEW YORKNY10006NONEPUBLIC CHARITYCHARITABLE$2,000
FORT LEWIS COLLEGE
1000 RIM DRIVEDURANGOCO81301NONEPUBLIC CHARITYCHARITABLE$51,350
MOUNTAIN STUDIES INSTITUTE
1306 3RD AVEDURANGOCO81301NONEPUBLIC CHARITYCHARITABLE$500
SHANTA FOUNDATION
BOX 163DURANGOCO81302NONEPUBLIC CHARITYCHARITABLE$30,000
ST MARGARETS EPOSICOPAL SCHOOL
31641 LA NOVIA AVESAN JUAN CAPISTRANOCA92675NONEPUBLIC CHARITYCHARITABLE$3,000
WELLNESS AND PREVENTION CENTER
700 AVENIDA PICOSAN CLEMENTECA92673NONEPUBLIC CHARITYCHARITABLE$5,000
WOMENS RESOURCE CENTER
679 E 2ND AVEDURANGOCO81301NONEPUBLIC CHARITYCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$158,350TotalGrantOrContriPdDurYrAmt
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$49ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,120ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$85,215ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$137,384ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$137,384TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME FROM ROUTINE AND ORDINARY INVESTMENTS
8INVESTMENT INCOME FROM ROUTINE AND ORDINARY INVESTMENTS

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB INVESTMENTSStockNm
EOY Book Value$1,046,343EOYBookValueAmt
EOYFMV$1,046,343EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES - SCHWAB$12,015$12,015$12,015
OFFICE EXPENSES$250$250$250

Comments

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