BETA

CARR FAM FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CARR FAM FOUNDATION (EIN 32-6182936)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202531359349102838
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T12:15:01-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410978542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOFFMAN & BROBST PLLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 8TH AVEAddressLine1Txt
CityGRANITE FALLSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56241ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN326182936EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARR FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARRBusinessNameControlTxt
Phone5075322291PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1215AddressLine1Txt
CityMARSHALLCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56258ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES CARRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5075322291PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY EVENSTAD CPAPreparerPersonNm
PTINP00121807PTIN
Phone3205644070PhoneNum
Preparation2025-05-15PreparationDt
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$10,234,501FMVAssetsEOYAmt
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$2,265InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,265InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$89,856DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,856DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$883,376NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$900,624GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$120,561CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$975,497TotalRevAndExpnssAmt
Total Net Invst Incm$212,682TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$775AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$64OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$64OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,400TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,400TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$220OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,459TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,464TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$420,075ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$420,075ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$423,534TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,464TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$420,075TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$551,963ExcessRevenueOverExpensesAmt
Net Investment Income$210,218NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,482CashBOYAmt
Cash EOY$8,036CashEOYAmt
Cash EOYFMV$8,036CashEOYFMVAmt
Corporate Stock BOY$1,820,386CorporateStockBOYAmt
Corporate Stock EOY$2,246,056CorporateStockEOYAmt
Corporate Stock EOYFMV$8,616,965CorporateStockEOYFMVAmt
Other Investments BOY$987,942OtherInvestmentsBOYAmt
Other Investments EOY$1,118,681OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,609,500OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,820,810TotalAssetsBOYAmt
Total Assets EOY$3,372,773TotalAssetsEOYAmt
Total Assets EOYFMV$10,234,501TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,820,810NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,372,773NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,820,810TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,372,773TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,820,810TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,372,773TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,820,810TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$551,963ExcessRevenueOverExpensesAmt
Subtotal$3,372,773SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,372,773TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$120,561CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,922InvestmentIncomeExciseTaxAmt
Subtotal$2,922SubtotalAmt
Tax Based On Investment Income$2,922TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$11EsPenaltyAmt
Tax Due$533TaxDueAmt

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 StateMNOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KATHY BARTZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5075322291PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1HIGHWAY 59 NORTHAddressLine1Txt
CityMARSHALLCityNm
State AbbreviationMNStateAbbreviationCd
ZIP56258ZIPCd
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
JAMES CARR
PO BOX 1215MARSHALLMN56258TRUSTEE2.00$0$0$0
PATRICIA LUTTERMAN
804 VIKING DRIVEMARSHALLMN56258TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$10,228,113AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$635,546AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,863,659TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$10,863,659AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$162,955CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,700,704NetVlNoncharitableAssetsAmt
Minimum Investment Return$535,035MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$535,035MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,922TaxBasedOnInvestmentIncomeAmt
Total Tax$2,922TotalTaxAmt
Distributable Before Adj$532,113DistributableBeforeAdjAmt
Distributable Before Ded$532,113DistributableBeforeDedAmt
Distributable As Adjusted$532,113DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$420,075ExpensesAndContributionsAmt
Qualifying Distributions$420,075QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$532,113DistributableAsAdjustedAmt
Undistributed Income PY$48,597UndistributedIncomePYAmt
Qualifying Distributions$420,075QualifyingDistributionsAmt
Applied To Year1$48,597AppliedToYear1Amt
Applied To Current Year$371,478AppliedToCurrentYearAmt
Undistributed Income CY$160,635UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACE MARSHALL DEMENTIA AWARENESS
2977 STATE HWY 68MARSHALLMN56258NONE501-C3CHARITABLE ACTIVITIES$5,050
ACTION MOBILITY
1105 LAKE ROADMARSHALLMN56258NONE501-C3CHARITABLE ACTIVITIES$2,000
BOY SCOUTS OF AMERICA SIOUX COUNCIL
800 NW AVESIOUX FALLSSD57104NONE501-C3GENERAL OPERATIONS$250
COATS FOR KIDS
1400 S SARATOGA STREETMARSHALLMN56258NONE501 C-3DISTRIBUTE COATS TO NEEDY$5,000
FRIENDS OF THE ORCHESTRA
803 CHERYL AVEMARSHALLMN56258NONE501 C-3CHARITABLE OPERATIONS$1,000
FOUNDATION FOR INNOVATION IN EDUCAT
1420 E COLLEGE DRMARSHALLMN56258NONE501 C-3CHARITABLE OPERATIONS$3,000
HEART TO HEART
PO BOX 709MARSHALLMN56258NONE501-C 3CHARITABLE ACTIVITIES$4,000
HELP TUCK THEM IN
PO BOX 709MARSHALLMN56258NONE501-C-3CHARITABLE ACTIVITIES$1,000
HOLY REDEEMER SCHOOL
503 W LYON STREETMARSHALLMN56258NONE501-C(3)GENERAL OPERATIONS$10,000
HOLY REDEEMER CEMETARY
503 W LYON STREETMARSHALLMN56258NONECHURCHGENERAL OPERATIONS$5,000
HOPE HARBOR
PO BOX 26MARSHALLMN56258NONE501-C3CHARITABLE PURPOSE$55,000
KITCHEN TABLE FOOD SHELF OF MARSHAL
1400 S SARATOGA STREETMARSHALLMN56258NONE501-C 3FOOD FOR THE NEEDY$30,100
LIVING WORD CHURCH
800 E SOUTHVIEW COURTMARSHALLMN56258NONECHURCHGENERAL OPERATIONS$5,000
LYON COUNTY MUSEUM
301 W LYON STREETMARSHALLMN56258NONE501-C-3CHARITABLE ACTIVITIES$1,200
MARSHALL AREA FINE ARTS
109 N 3RD STREETMARSHALLMN56258NONE501-C-3CHARITABLE ACTIVITIES$1,000
MARSHALL AREA YMCA
200 SOUTH A STREETMARSHALLMN56258NONE501 C 3GENERAL OPERATIONS$6,000
MARSHALL COMMUNITY FOUNDATION
PO BOX 11MARSHALLMN56258NONE501-C-3CHARITABLE ACTIVITIES$15,000
MARSHALL CRIME FUND
611 W MAIN STREETMARSHALLMN56258NONE501-C3CHARITABLE PURPOSE$5,500
MARSHALL FOOD 4 KIDS
800 SOUTHVIEW CT EASTMARSHALLMN56258NONE501-C3CHARITABLE PURPOSE$30,000
MARSHALL LYON COUNTY LIBRARY
201 C STREETMARSHALLMN56258NONE501-C-3CHARITABLE PURPOSES$5,000
MARSHALL SPEECH BOOSTERS
400 TIGER DRIVEMARSHALLMN56258NONE501 C 3GENERAL OPERATIONS$5,000
MINNESOTA WEST FOUNDATION
1593 11TH AVENUEGRANITE FALLSMN56241NONE501 C 3SCHOLARSHIPS$20,000
NW COLLEGE CHRISTIAN RADIO
PO BOX 130517ST PAULMN55113NONE501-C3CHARITABLE ACTIVITY$2,000
PAYNESVILLE FRIENDS OF THE LIBRARY
119 WASHBURNE AVEPAYNESVILLEMN56362NONE501-C-3CHARITABLE ACTIVITIES$5,000
PRAIRIE HOME HOSPICE
1108 E COLLEGE DRIVEMARSHALLMN56258NONE501-C3CHARITABLE PURPOSE$1,300
PRIDE IN THE TIGER FOUNDATION
400 TIGER DRIVEMARSHALLMN56258NONE501-(C)3PROVIDE 8 SCHOLARSHIPS TO STUDENTS$62,500
PROJECT TURNABOUT
660 18TH STREETGRANITE FALLSMN56241NONE501-C-3CHARITABLE ACTIVITIES$2,000
ST JOHN CANTIUS CHURCH
KOWNO STIVANHOEMN56142NONECHURCHCHARITABLE ACTIVITIES$1,100
SALVATION ARMY LYON COUNTY
3954 CO RD 17MINNEOTAMN56264NONE501-C-3CHARITABLE ACTIVITIES$2,000
SAMUEL LUTHERN SCHOOL
500 VILLAGE DRIVEMARSHALLMN56258NONE501-C-3CHARITABLE ACTIVITIES$10,000
SMSU FOUNDATION
FOUNDERS HALLMARSHALLMN56258NONE501 C 3SCHOLARSHIPS$40,000SW STATE UNIVERSITY
SOUTHWEST INITIATIVE FOUNDATION
15 3RD AVE NWHUTCHINSONMN55350NONE501-C3GENERAL ENDOWMENT$2,500
STRONG TOWNS
1001 KINGWOOD STREETBRAINERDMN56401NONE501-C-3CHARITABLE ACTIVITIES$1,000
SUNDAY TV MASS
523 N DULUTH AVESIOUX FALLSSD57104NONE501-C3CHARITABLE ACTIVITY$500
SW MN FELLOWSHIP OF CHRISTIAN ATHLE
1208 HORIZON DRIVEMARSHALLMN56258NONE501 C 3GENERAL OPERATIONS$4,000
SWWC FOUNDATION FOR EDUCATION INOVA
1420 E COLLEGE DRIVEMARSHALLMN56258NONE501-C-3EDUCATION$6,000
TEEN PACT LEADERSHIP SCHOOLS
610 MOOREFIRLD PARK DRIVERICHMONDVA23236NONE501-C-3CHARITABLE ACTIVITIES$1,000
TRUE LIGHT CHRISTIAN SCHOOL
601 E COLLEGE DRIVEMARSHALLMN56258NONE501-C3TUITION ASSISTENCE$15,000
UNITED WAY
PO BOX 41MARSHALLMN56258NONE501-C3CHARITABLE OPERATIONS$42,000
VFW
1109 WEST MAIN STREETMARSHALLMN56258NONE501-C-3OPERATIONS$75
WOMENS RURAL ADVOCACY PROGRAMS
700 N 7TH STREETMARSHALLMN56258NONE501-C3CHARITABLE PURPOSE$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$420,075TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,265RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$89,856RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$883,376RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$975,497RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$975,497TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$775Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
1013 ELI LILLY AND CO1970-01PURCHASE2024-03$780,004$17,221$762,783
.75 SOLVENTUM1998-02PURCHASE2024-04$49$21$28
.07 GE VERONA2011-11PURCHASE2024-04$10$6$4

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB ACCOUNTStockNm
EOY Book Value$2,246,056EOYBookValueAmt
EOYFMV$8,616,965EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NEW YORK LIFE MUTUAL FUNDSAT COST$222,548$275,945
EDWARD JONESAT COST$896,133$1,333,555

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSE$220

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$64Amt
Net Investment Income$64NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIRSCategoryTxt
Amt$2,400Amt
Net Investment Income$2,400NetInvestmentIncomeAmt

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