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JANE AND JIM SCHULTE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JANE AND JIM SCHULTE FOUNDATION (EIN 46-3516294)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-13
- IRS object ID
- 202231649349100013
- Schema version
- 2021v4.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-13T11:04:50-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470700692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERDANT ACCOUNTING PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12110 PORT GRACE BLVD STE 100 | AddressLine1Txt |
| City | LA VISTA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681283190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463516294 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE AND JIM SCHULTE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 4028914996 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17726 JONES STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM SCHULTE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4028914996 | PhoneNum |
| Signature | 2022-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JIM | PersonFirstNm |
| Person Last | SCHULTE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN J GORACKE CPA CFE | PreparerPersonNm |
| PTIN | P01013449 | PTIN |
| Phone | 4023301200 | PhoneNum |
| Preparation | 2022-06-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,314,857 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $256,478 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,099 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,099 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $900,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,215,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,357 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,165,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,460 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,103 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $20 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $20 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $698 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $655 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $655 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $39,779 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,779 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $39,779 | OtherProfFeesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $40,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $40,454 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,826 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,826 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,323 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $40,454 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $922,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $533,734 | CashBOYAmt |
| Cash EOY | $57,894 | CashEOYAmt |
| Cash EOYFMV | $57,894 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,330,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,808,340 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,256,963 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,863,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,866,234 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,314,857 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,863,960 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,866,234 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,863,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,866,234 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,863,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,866,234 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,863,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $922,623 | ExcessRevenueOverExpensesAmt |
| Other Increases | $79,651 | OtherIncreasesAmt |
| Subtotal | $3,866,234 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,866,234 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,357 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | NE | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGES INVESTMENT MANAGEMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4023938300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 256 DURHAM PLAZA | AddressLine1Txt |
| Address Line2 | 8401 WEST DODGE ROAD | AddressLine2Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | 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 |
|---|---|---|---|---|---|---|---|---|
| JANE SCHULTE | ||||||||
| 17726 JONES STREET | OMAHA | NE | 68118 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JIM SCHULTE | ||||||||
| 17726 JONES STREET | OMAHA | NE | 68118 | DIRECTOR | 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 |
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 | $4,934,313 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $295,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,230,147 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,230,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,151,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $257,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $257,585 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $257,585 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $257,585 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $257,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,826 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $202,826 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $139,026 | UndistributedIncomePYAmt |
| Qualifying Distributions | $202,826 | QualifyingDistributionsAmt |
| Applied To Year1 | $139,026 | AppliedToYear1Amt |
| Applied To Current Year | $63,800 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $193,785 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CREATE FOUNDATION | |||||
| 1510 CHANDLER ROAD | BELLEVUE | NE | 68147 | GENERAL FUND | $49,798 |
| NOTRE DAME SISTERS | |||||
| 3501 STATE ST | OMAHA | NE | 68112 | GENERAL FUND | $30,000 |
| CAMP HIGH HOPES | |||||
| 5804 CORRECTIONVILLE RD | SIOUX CITY | IA | 51106 | GENERAL FUNDS | $15,606 |
| REPUBLIC OF SOUTH SUDAN LEADERS | |||||
| 3336 MANDESON ST | OMAHA | NE | 68111 | GENERAL FUND | $92,483 |
| TD AMERITRADE | |||||
| 16811 BURKE ST SUITE 101 | OMAHA | NE | 68118 | GENERAL FUND | $14,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,826 | 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 | $4 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,099 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $900,365 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,099 | ExclusionAmt |
| Related Or Exempt Function Incm | $900,369 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $909,468 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $698 | Amt |
| Net Investment Income | $655 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $655 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ALPHABET INCOME CAP CL C | 2016-12 | PURCHASE | 2021-10 | $425,430 | $107,690 | $317,740 |
| AMAZON.COM | 2016-12 | PURCHASE | 2021-11 | $221,358 | $49,466 | $171,892 |
| APPLE INC COM | 2018-12 | PURCHASE | 2021-12 | $148,689 | $34,627 | $114,062 |
| BERKSHITE HATHAWAY INC DEL CL B | 2018-12 | PURCHASE | 2021-12 | $230,517 | $59,222 | $171,295 |
| DISNEY WALT CO COM | 2018-12 | PURCHASE | 2021-12 | $116,291 | $34,012 | $82,279 |
| MICROSOFT CORP | 2019-06 | PURCHASE | 2021-12 | $71,809 | $30,069 | $41,740 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM | $615,321 | $650,196 |
| APPLE INC COM | $128,616 | $577,103 |
| GOOGLE INC/ALPHABET CL A | $82,191 | $434,556 |
| GOOGLE INC/ALPHABET CL C | ||
| TESLA MOTORS INC | $1,321,898 | $3,064,662 |
| MICROSOFT CORP COM | $123,952 | $287,554 |
| ARK FINTECH INNOVATION ETF COM | $854,677 | $618,673 |
| ARK GENOMIC REVOLUATION ETF COM | $681,685 | $624,219 |
| THERMO FISHER SCIENTIFIC |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NE FILIING FEES | CategoryTxt |
| Legal Fees | $20 | LegalFeesAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN LOSS ON STOCK DONATED | Desc |
| Amt | $79,651 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $39,779 | Amt |
| Net Investment Income | $39,779 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,779 | AdjustedNetIncomeAmt |