NAGEL FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: NAGEL FAMILY FOUNDATION (EIN 87-3963554)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-15
IRS object ID: 202531359349105253
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
Form 990-PF
Schedule B
Depreciation Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-15T16:05:58-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HENDERSON BRADY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 724495	AddressLine1Txt
City	ATLANTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	31139	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	873963554	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NAGEL FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% VERNON J NAGEL	InCareOfNm
Business Name Control	NAGE	BusinessNameControlTxt
Phone	3129537709	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 919	AddressLine1Txt
City	TETON VILLAGE	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	83025	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	VERNON NAGEL	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3129537709	PhoneNum
Signature	2025-05-15	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	KEVIN M BRADY	PreparerPersonNm
PTIN	P00365531	PTIN
Phone	4044197121	PhoneNum

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	$2,057,414	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	$297,860	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$69,628	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$69,628	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$310,090	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$364,124	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$310,090	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$677,578	TotalRevAndExpnssAmt
Total Net Invst Incm	$379,718	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$6,750	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$6,750	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$35,000	TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$8,516	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$8,516	TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$50,266	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$15,266	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$45,391	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$45,391	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$95,657	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$60,657	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$581,921	ExcessRevenueOverExpensesAmt
Net Investment Income	$379,718	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,287,709	CashBOYAmt
Cash EOY	$1,603,520	CashEOYAmt
Cash EOYFMV	$1,603,520	CashEOYFMVAmt
Corporate Stock BOY	$345,727	CorporateStockBOYAmt
Corporate Stock EOY	$359,007	CorporateStockEOYAmt
Corporate Stock EOYFMV	$453,894	CorporateStockEOYFMVAmt
Total Assets BOY	$1,633,436	TotalAssetsBOYAmt
Total Assets EOY	$1,962,527	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,057,414	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$1,633,436	RetainedEarningBOYAmt
Retained Earning EOY	$1,962,527	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,633,436	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,962,527	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,633,436	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,962,527	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,633,436	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$581,921	ExcessRevenueOverExpensesAmt
Subtotal	$2,215,357	SubtotalAmt
Other Decreases	$252,830	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,962,527	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ACUITY BRANDS INC	2011-10-25	2024-03-25	$53,233	$9,006	$44,227	$44,227
ACUITY BRANDS INC	2011-10-25	2024-10-15	$153,910	$22,514	$131,396	$131,396
ACUITY BRANDS INC	2011-10-25	2024-10-21	$92,289	$13,508	$78,781	$78,781
ACUITY BRANDS INC	2011-10-25	2024-10-21	$64,692	$9,006	$55,686	$55,686

Field	Value	IRS element (for citing)
Capital Gain Net Income	$310,090	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,278	InvestmentIncomeExciseTaxAmt
Subtotal	$5,278	SubtotalAmt
Tax Based On Investment Income	$5,278	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$17,855	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$17,855	TotalPaymentsAndCreditsAmt
Overpayment	$12,577	OverpaymentAmt
Applied To ES Tax	$12,577	AppliedToESTaxAmt

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
Org Report Or Register State	WY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	VERNON J NAGEL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3129537709	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 919	AddressLine1Txt
City	TETON VILLAGE	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	83025	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
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
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 (4 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
VERNON J NAGEL
PO BOX 919	TETON VILLAGE	WY	83025	DIRECTOR, PRESIDENT, SECRETARY	0	$0	$0	$0
JEANNETTE G NAGEL
PO BOX 919	TETON VILLAGE	WY	83025	DIRECTOR, VP, TREASURER	0	$0	$0	$0
VERNON B NAGEL
PO BOX 919	TETON VILLAGE	WY	83025	DIRECTOR	0	$0	$0	$0
ALLISON W NAGEL
PO BOX 919	TETON VILLAGE	WY	83025	DIRECTOR	0	$0	$0	$0

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$431,913	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,355,748	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,787,661	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,787,661	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$26,815	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,760,846	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$88,042	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$88,042	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,278	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,278	TotalTaxAmt
Distributable Before Adj	$82,764	DistributableBeforeAdjAmt
Distributable Before Ded	$82,764	DistributableBeforeDedAmt
Distributable As Adjusted	$82,764	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$60,657	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$60,657	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$82,764	DistributableAsAdjustedAmt
Undistributed Income PY	$44,462	UndistributedIncomePYAmt
Prior Year1	2022	PriorYear1Yr
Prior Year2	2021	PriorYear2Yr
Prior Year3	2020	PriorYear3Yr
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$60,657	QualifyingDistributionsAmt
Applied To Year1	$44,462	AppliedToYear1Amt
Applied To Current Year	$16,195	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Undistributed Income CY	$66,569	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	VERNON J NAGEL	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
GRAND TETON NATIONAL PARK FOUNDATION
115 EAST PEARL AVENUE	BUILDING 201	JACKSON	WY	83001	PC	CHARITABLE	$2,500
TETON COUNTY SEARCH AND RESCUE FOUNDATION
300 SOUTH BATCH PLANT ROAD		JACKSON	WY	83001	PC	SEARCH AND RESCUE GROUP	$1,000
TUNNEL TO TOWERS
2361 HYLAN BOULEVARD		STATEN ISLAND	NY	10306	PC	CHARITABLE	$15,000
LEADERSHIP INSTITUTE
1101 NORTH HIGHLAND STREET		ARLINGTON	VA	22201	PC	CHARITABLE	$500
DILWORTH CENTER
2240 PARK ROAD		CHARLOTTE	NC	28203	PC	CHARITABLE	$500
ANIMAL ADOPTION CENTER
PO BOX 8532		JACKSON	WY	83002	PC	CHARITABLE	$2,731
ASTORIA PARK CONSERVANCY
25 WEST JOHNNY COUNTS ROAD		JACKSON	WY	83001	PC	CHARITABLE	$10,000
RALLY FOUNDATION
5775 GLENRIDGE DRIVE	BUILDING B SUITE 370	ATLANTA	GA	30328	PC	CHARITABLE	$5,160
JACKSON HOLE LAND TRUST
690 US 89	SUITE 101	JACKSON	WY	83001	PC	CHARITABLE	$5,000
UNIVERSITY OF MICHIGAN
500 SOUTH STATE STREET		ANN ARBOR	MI	48109	PC	CHARITABLE	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$45,391	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$69,628	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$310,090	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$379,718	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$379,718	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	VERNON J NAGEL	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 919	AddressLine1Txt
City	TETON VILLAGE	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	83025	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$297,860	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	1000 SHARES OF ACUITY BRANDS	NoncashPropertyDesc
Fair Market Value	$297,860	FairMarketValueAmt
Received	2024-10-02	ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CHARLES SCHWAB	StockNm
EOY Book Value	$359,007	EOYBookValueAmt
EOYFMV	$453,894	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON STOCK DONATION	Desc
Amt	$252,830	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES	CategoryTxt
Amt	$35,000	Amt