ERNEST C AND MARION R KARRAS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ERNEST C AND MARION R KARRAS FAMILY FOUNDATION (EIN 27-1530381)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202521329349102472
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T14:32:09-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362946234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY A SWARTZ AND ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 FRONTAGE RD STE 2133 | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271530381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNEST C & MARION R KARRAS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERNE | BusinessNameControlTxt |
| Phone | 6302485418 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FOREST GATE CIRCLE | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERNEST KARRAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6302485418 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY A SWARTZ | PreparerPersonNm |
| PTIN | P00057409 | PTIN |
| Phone | 3128060000 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,199,657 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18,816 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,816 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $18,816 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,479 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,479 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,853 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,148 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,295 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $300 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,084 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,570 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,954 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,148 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,295 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $159,204 | CashBOYAmt |
| Cash EOY | $152,204 | CashEOYAmt |
| Cash EOYFMV | $152,204 | CashEOYFMVAmt |
| Corporate Stock BOY | $952,209 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,047,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,047,453 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,111,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,199,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,199,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,111,413 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,199,657 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,111,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,199,657 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,111,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,199,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,111,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,844 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,400 | OtherIncreasesAmt |
| Subtotal | $1,199,657 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,199,657 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,853 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $572 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $572 | SubtotalAmt |
| Tax Based On Investment Income | $572 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $178 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ERNEST KARRAS | IndividualWithBooksNm |
| Phone | 6302485418 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FOREST GATE CIRCLE | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERNEST KARRAS | ||||||||
| 75 FOREST GATE CIRCLE | OAK BROOK | IL | 60523 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MARION KARRAS | ||||||||
| 75 FOREST GATE CIRCLE | OAK BROOK | IL | 60523 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO HELP AND ASSIST WITH RELIGIOUS AND EDUCATIONAL ORGANIZATIONS. | Description1Txt |
| Expenses1 | $18,300 | Expenses1Amt |
| Description2 | TO HELP AND ASSIST WITH RELIGIOUS AND EDUCATIONAL ORGANIZATIONS. | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
| Description3 | TO HELP AND ASSIST WITH RELIGIOUS AND EDUCATIONAL ORGANIZATIONS. | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | TO HELP AND ASSIST WITH RELIGIOUS AND EDUCATIONAL ORGANIZATIONS. | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $51,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $51,350 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $51,350 | RemainingDistriFromCorpusAmt |
| Total Corpus | $51,350 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $51,350 | CurrentYearAmt |
| Year1 | $59,700 | Year1Amt |
| Total | $111,050 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $51,350 | CurrentYearAmt |
| Year1 | $59,700 | Year1Amt |
| Total | $111,050 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERNEST KARRAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FOREST GATE CIRCLE | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6032485418 | RecipientPhoneNum |
| Recipient Email Address | INFO@SWARTZMGMT.COM | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|
| ASSUMPTION CHURCH | ||||||
| 601 S CENTRAL | CHICAGO | IL | 60644 | CHURCH | $5,000 | |
| BENET ACADEMY | ||||||
| 2200 MAPLE | LISLE | IL | 60532 | ACADEMIC | $10,000 | |
| HOLY APOSTLE CHURCH | ||||||
| 2501 S WOLF ROAD | WESTCHESTER | IL | 60154 | CHURCH | $5,000 | |
| HOLY APOSTLES CHURCH | ||||||
| 2501 S WOLF ROAD | WESTCHESTER | IL | 60154 | CHURCH | $1,000 | |
| IOCC | ||||||
| 110 WEST ROAD STE 360 | BALTIMORE | MD | 21201 | CHARITY | $1,250 | |
| METRO PHILOPTORHAN | ||||||
| 555 E BUTTERFIELD RD | LOMBARD | IL | 60148 | CHARITY | $1,300 | |
| NATIONAL HELLENIC MUSEUM | ||||||
| 333 SOUTH HALSTED | CHICAGO | IL | 60661 | PRESERVATION | $2,500 | |
| ST IAKOUOS RETREAT CENTER | ||||||
| 920 224TH AVENUE | KANSASVILLE | WI | 53139 | RELIGIOUS | $18,300 | |
| ST JOHN OF THE CROSS | ||||||
| 708 51ST STREET | WESTERN SPRINGS | IL | 60558 | CHURCH | $1,000 | |
| ST JUDES | ||||||
| 501 ST JUDES PLACE | MEMPHIS | TN | 38105 | HOSPITAL | $1,000 | |
| UNIVERSITY OF ILLINOIS | ||||||
| 1305 GREEN STREET | URBANA | IL | 61801 | EDUCATIONAL | $5,000 | COLLEGE OF ENGINEERING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,816 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,479 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,853 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,148 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,148 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB INVESTMENTS | StockNm |
| EOY Book Value | $1,047,453 | EOYBookValueAmt |
| EOYFMV | $1,047,453 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| CONSULTING FEES | $1,400 |
| POST OFFICE BOX RENTAL | $170 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARLES SCHWAB INVESTMENTS | Desc |
| Amt | $1,400 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $300 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,084 | Amt |
Comments