DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-03
IRS object ID
202322159349100807
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)
Return2023-08-03T15:06:22-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042508450PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1INCOME TAX ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17020 CENTRAL AVEAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337071213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043368096EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONAHUE CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone7048777621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7048777621PhoneNum
Signature2023-08-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHELEPersonFirstNm
Person LastDUDLEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD DONAHUE CPAPreparerPersonNm
PTINP00448233PTIN
Phone7273504612PhoneNum
Preparation2023-08-02PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$14,885,058FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$169,762ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$179,247DividendsRevAndExpnssAmt
Dividends Net Invst Incm$179,247DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$415,032NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$463,872GrossSalesPriceAmt
Total Rev And Expnss$764,041TotalRevAndExpnssAmt
Total Net Invst Incm$179,247TotalNetInvstIncmAmt
Taxes Rev And Expnss$11,939TaxesRevAndExpnssAmt
Taxes Adj Net Incm$11,939TaxesAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$13,943TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$13,943TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,196OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$16,196OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,078TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$11,939TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,139TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$581,457ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$581,457ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$623,535TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$11,939TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$611,596TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$140,506ExcessRevenueOverExpensesAmt
Net Investment Income$179,247NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$114,418CashBOYAmt
Cash EOY$60,207CashEOYAmt
Cash EOYFMV$60,207CashEOYFMVAmt
Corporate Stock BOY$1,057,204CorporateStockBOYAmt
Corporate Stock EOY$1,008,211CorporateStockEOYAmt
Corporate Stock EOYFMV$14,824,851CorporateStockEOYFMVAmt
Total Assets BOY$1,171,622TotalAssetsBOYAmt
Total Assets EOY$1,068,418TotalAssetsEOYAmt
Total Assets EOYFMV$14,885,058TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,171,622NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,068,418NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,171,622TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,068,418TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,171,622TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,068,418TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,171,622TotNetAstOrFundBalancesBOYAmt
Subtotal$1,171,622SubtotalAmt
Other Decreases$103,204OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,068,418TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,492InvestmentIncomeExciseTaxAmt
Subtotal$2,492SubtotalAmt
Tax Based On Investment Income$2,492TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$114EsPenaltyAmt
Tax Due$2,606TaxDueAmt

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
Org Report Or Register StateNCOrgReportOrRegisterStateCd
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
Individual With BooksMICHELE DUDLEYIndividualWithBooksNm
Phone7048777621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28209ZIPCd
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
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHELE DUDLEY
3000 SOMERSET DRIVECHARLOTTENC28209OFFICER25.00$0$0$0
EDWARD C DONAHUE
10213 PARADISE BLVDTREASURE ISLANDFL33706VICE PRESIDE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONOR ADVISED FUND TO SUPPORT THE NON-PROFIT ACTIVITIES FOR SPECIFIED PURPOSES INCLUDING EDUCATION, RACIAL RECONCILIATION AND ANTI-TRAFFICKING EFFORTSDescription1Txt
Expenses1$220,000Expenses1Amt
Description2FUND THE OPERATIONS AND CONSTRUCTION EXPENSE OF A SCHOOL FOR THE BLIND AND VISUALLY IMPAIRED IN MUSANZE, RWANDADescription2Txt
Expenses2$50,500Expenses2Amt
Description3FUND RESEARCH FOR TREATMENTS FOR INHERITED RETINAL DISEASESDescription3Txt
Expenses3$50,150Expenses3Amt
Description4FUND THE WORK OF UNITED WORLD MISSION INCLUDING MISSIONARIES, FIELD LEADERSHIP AND GENERAL OPERATIONSDescription4Txt
Expenses4$41,500Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,708,835AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$174,356AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,883,191TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$11,883,191AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$178,248CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,704,943NetVlNoncharitableAssetsAmt
Minimum Investment Return$585,247MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$585,247MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,492TaxBasedOnInvestmentIncomeAmt
Total Tax$2,492TotalTaxAmt
Distributable Before Adj$582,755DistributableBeforeAdjAmt
Distributable Before Ded$582,755DistributableBeforeDedAmt
Distributable As Adjusted$582,755DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$611,596ExpensesAndContributionsAmt
Qualifying Distributions$611,596QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$582,755DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$15,515ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,204ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$8,922ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$35,641TotalExcessDistributionCyovAmt
Qualifying Distributions$611,596QualifyingDistributionsAmt
Applied To Current Year$582,755AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,841RemainingDistriFromCorpusAmt
Total Corpus$64,482TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,515ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$48,967ExcessDistriCyovToNextYrAmt
Excess From Year4$11,204ExcessFromYear4Amt
Excess From Year2$8,922ExcessFromYear2Amt
Excess From Current Year$28,841ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Form And Info And MaterialsSTUDENT WE GRANT SCHOLARSHIP TO MUST COMPLETE AN INTERVIEW AND A SCHOLARSHIP APPLICATIONFormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CRU
100 LAKE HART DRIVEORLANDOFL32832EVANGELISM$8,100
EDUCATION EQUALS HOPE
102 ACADEMY STREETFORT MILLSC29715BLESSING SCHOOL 4 VISUALLY IMPAIRED$50,500
MINISTRY ALLIANCE
10801 JOHNSTON ROADCHARLOTTENC28226PRAYER SUPPORT$2,400
NATIONAL CHRISTIAN FDN
11625 RAINWATER DRALPHARETTAGA30009DONOR ADVISED FND$220,000STE 500
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO809213668CHILD SPONSORSHIP$8,000
ALARM - RWANDA KENYA
14140 MIDWAY ROADDALLASTX75244AFRICAN MINISTRY$10,000
S I M
14830 CHOATE CIRCLECHARLOTTENC28273MISSIONARIES$1,200
CAROLINA BREAST FRIENDS
1607 E MOREHEAD STCHARLOTTENC28207BREAST CANCER PATIENT SUPPORT$1,000
FASHION COMPASSIONBRAVEWORKS
1717 CLEVELAND AVECHARLOTTENC28203WOMEN'S EMPOWERMENT$26,000
4 ROOTS FARM
1918 W PRINCETON ASTORLANDOFL32804SUSTAINABLE FARM AND FOOD INSECURITY$5,000
LOTUS CAMPAIGN
200 S COLLEGE STCHARLOTTENC28202AFFORDABLE HOUSING$10,000
UNITED WORLD MISSION
205 REGENCY EXECUTIVE PARCHARLOTTENC28217MISSIONARY SUPPORT$41,500
PLAYING FOR OTHERS
2205 E 5TH STCHARLOTTENC28204TEEN PROGRAM$1,000
HOPE INTERNATIONAL
227 GRANITE RUN DRIVELANCASTERPA17601MICROFINANCE$3,000SUITE 250
CHARLOTTE FAMILY HOUSING
300 HAWTHORNE LANECHARLOTTENC28204FAMILIES IN TRANSITION$10,000
NODA CHURCH
3025 NORTH DAVIDSONCHARLOTTENC28205CHURCH$12,000
CHANGED CHOICES
501 HAWTHORNE LANECHARLOTTENC28204INCARCERATION RECOVERY WOMEN$259
SAVANNAH COLLEGE OF ART DESIGN
516 DRAYTON STSAVANNAHGA31401COLLEGE SCHOLARSHIP$5,750
THRIVE GLOBAL
5162 LINCREST DRIVECHARLOTTENC28211EDUCATION SUPPORT$5,000
THE SALVATIONS ARMY
534 SPRATT STREETCHARLOTTENC28206FAMILY SUPPORT$10,000
THE GATHERING
6125 PALUXY DRIVETYLERTX75703PHILANTHROPY EDUCATION$12,000
INTERVARSITY
635 SCIENCE DRMADISONWI53711CAMPUS DISCIPLESHIP$1,200
METROLINA ASSN OF THE BLIND
704 LOUISE AVECHARLOTTENC28204SERVICES FOR VISUALLY IMPAIRED$5,000
FOUNDATION FIGHTING BLINDNESS
7168 COLUMBIA GATEWAY DRCOLUMBIAMD21046EYE DISEASE RESEARCH$50,150SUITE 100
CHARLOTTE RESCUE MISSION
907 WEST 1ST STREETCHARLOTTENC28202ADDICTION RECOVERY PROGRAM$5,346
WOMEN DOING WELL
PO BOX 17585RICHMONDVA23226WOMEN'S EMPOWERMENT$22,500
MICHAEL J FOX FOUNDATION
PO BOX 4777NYNY10163PARKINSONS RESEARCH$545
SOCIAL GOOD
PO BOX 5473RICHMONDCA94805CROWD FUNDING$275
INTERNATIONAL GENEROSITY FOUNDATION
1901 ULMERTON RDCLEARWATERFL33762INTERNATIONAL CHURCH SUPPORT, RWANDA$24,734
A BREEZE OF HOPE
PO BOX 148ESSINGTONPA19029JUSTICE - BOLIVIA$10,000
PHILLY FORESTS
6336 ARDLEIGH STPHILADELPHIAPA19138REGENERATIVE AGRICULTURE$500
WOMEN FORWARD INTERNATIONAL
1050 CONNECTICUT AVEWASHINGTONDC20036WOMEN'S EMPOWERMENT$5,000SUITE 500
FLORIDA FELLOWSHIP FOUNDATION
6817 N ORANGE BLOSSOM TRORLANDOFL32810CRISIS ASSISTANCE$550
STUDENTS WITHOUT MOTHERS
5575 OAKDALE RD SEMABLETONGA30126YOUTH SUPPORT$2581D
YOUNG LIFE
420 N CASCADE AVECOLORADO SPRINGSCO80903YOUTH SUPPORT$1,000
PARKINSONS FOUNDATION
PO BOX 4777NEW YORKNY101634777PARKINSON'S RESEARCH$515
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NWWASHINGTONDC20001UKRAINE FOOD RELIEF$10,0007TH FL
HISPANICS IN PHILANTHROPY
548 MARKET STSAN FRANCISCOCA94104HURRICANE RELIEF$57560300
A BETTER WORLD
4527 FREEDOM DRIVECHARLOTTENC28208YOUTH SUPPORT$600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$581,457TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$179,247ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$415,032RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$179,247ExclusionAmt
Related Or Exempt Function Incm$415,032RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$594,279TotalIncomeProducingActyAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm
Short ExplanationNONEShortExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
PALANTIR TECHNOLOGIES2021-03PURCHASE2022-07$8,164$19,371-$11,207
TESLA INC2017-05PURCHASE2022-05$30,716$4,058$26,658
TPL1995-12PURCHASE2022-12$424,992$25,411$399,581

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALIBABA GROUP$24,775$28,629
BYD$27,747$135,721
BANK OF AMERICA$25,200$19,872
BERKSHIRE HATHAWAY$268,547$1,189,265
IMAX$4,276$10,995
MARKEL$52,086$131,749
TPL$415,771$12,940,150
OROCOBRE LTD NV$22,553$37,972
G E$57,505$20,948
PAYPAL$34,268$49,854
TESLA$52,930$221,724
PALAMBIR
ALLKEM$22,553$37,972

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$55$55
CONFERENCES$60$60
DUES & SUBSCRIPTIONS$459$459
OFFICE EXPENSE$733$733
PROFESSIONAL FEES$720$720
BOOKS &PUBLICATIONS$540$540
EVENTS$3,174$3,174
POSTAGE/SHIPPING$116$116
PROFESSIONAL DEVELOPMENT$10,181$10,181
PUBLIC RELATIONS$158$158

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmt
US TREASURY$11,930$11,930
FOREIGN TAXES$9$9

Comments

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