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JOSEPH AND KAREN SETA FAMILY FOUNDATION IRRV TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND KAREN SETA FAMILY FOUNDATION IRRV TR (EIN 86-6495805)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-11
IRS object ID
202531629349100723
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)
Return2025-06-11T15:30:29-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823728824PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SKIBA & KRON CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12323 NE 26 AVE SUITE 103AddressLine1Txt
CityPOMPANO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33062ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN866495805EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH AND KAREN SETA FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOSEBusinessNameControlTxt
Phone5619942660PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1785 NE 36 STREETAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33431ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH SETAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5612139530PhoneNum
Signature2025-06-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEREK L SKIBAPreparerPersonNm
PTINP00110575PTIN
Phone9543600198PhoneNum
Preparation2025-06-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,819,099FMVAssetsEOYAmt
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$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$21,842DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,842DividendsNetInvstIncmAmt
Dividends Adj Net Incm$21,842DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$122,452NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$194,911GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,113CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$100,602TotalRevAndExpnssAmt
Total Net Invst Incm$40,963TotalNetInvstIncmAmt
Total Adj Net Incm$21,850TotalAdjNetIncmAmt
Interest Rev And Expnss$1,901InterestRevAndExpnssAmt
Interest Net Invst Incm$1,901InterestNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$2,392TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$2,392TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$252OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,545TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,901TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,642TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$162,353ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$162,353ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$166,898TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,901TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$164,995TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$267,500ExcessRevenueOverExpensesAmt
Net Investment Income$39,062NetInvestmentIncomeAmt
Adjusted Net Income$21,850AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$78,343CashBOYAmt
Cash EOY-$308,919CashEOYAmt
Cash EOYFMV-$308,919CashEOYFMVAmt
Corporate Stock BOY$3,844,497CorporateStockBOYAmt
Corporate Stock EOY$5,128,018CorporateStockEOYAmt
Corporate Stock EOYFMV$5,128,018CorporateStockEOYFMVAmt
Total Assets BOY$3,766,154TotalAssetsBOYAmt
Total Assets EOY$4,819,099TotalAssetsEOYAmt
Total Assets EOYFMV$4,819,099TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,587,397CapitalStockBOYAmt
Capital Stock EOY$2,587,397CapitalStockEOYAmt
Retained Earning BOY$1,178,757RetainedEarningBOYAmt
Retained Earning EOY$2,231,702RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,766,154TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,819,099TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,766,154TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,819,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,766,154TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$267,500ExcessRevenueOverExpensesAmt
Other Increases$1,320,445OtherIncreasesAmt
Subtotal$4,819,099SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,819,099TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$19,113CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$543InvestmentIncomeExciseTaxAmt
Subtotal$543SubtotalAmt
Tax Based On Investment Income$543TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$15EsPenaltyAmt
Tax Due$558TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
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 BooksJOSEPH SETAIndividualWithBooksNm
Phone5619942660PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1785 NE 36 STREETAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33431ZIPCd
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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12023UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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

FieldValueIRS element (for citing)
PersonJOSEPH SETAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1785 NE 36 STREETAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33431ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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)
Description1CONTRIBUTIONS TO 36 CHARITABLE ORGANIZATIONS XV(3) SCHEDULEDescription1Txt
Expenses1$162,353Expenses1Amt

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$4,400,690AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances-$28,220AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,372,470TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,372,470AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,587CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,306,883NetVlNoncharitableAssetsAmt
Minimum Investment Return$215,344MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$215,344MinimumInvestmentReturnAmt
Tax Based On Investment Income$543TaxBasedOnInvestmentIncomeAmt
Total Tax$543TotalTaxAmt
Distributable Before Adj$214,801DistributableBeforeAdjAmt
Distributable Before Ded$214,801DistributableBeforeDedAmt
Distributable As Adjusted$214,801DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$164,995ExpensesAndContributionsAmt
Qualifying Distributions$164,995QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$214,801DistributableAsAdjustedAmt
Undistributed Income PY$164,996UndistributedIncomePYAmt
Qualifying Distributions$164,995QualifyingDistributionsAmt
Applied To Year1$164,995AppliedToYear1Amt
Taxable2$1Taxable2Amt
Undistributed Income CY$214,801UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH SETARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16400 E ROGERS CIRCLEAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33499ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5612139530RecipientPhoneNum
Recipient Email AddressRONSWEENEY@SETACORPORATION.COMRecipientEmailAddressTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
4KIDS FORT LAUDERDALE
2717 WEST CYPRESS CREEKFORT LAUDERDALEFL33309NONETO FURTHER CHARITABLE ACTIVITY$1,100
ABIDE MINISTRIES
145 JEFFERSON AVENUECLAWSONMI48017NONETO FURTHER CHARITABLE ACTIVITY$3,000
AFLDS
PO BOX 131808HOUSTONTX77219NONETO FURTHER CHARITABEL ACTIVITY$1,000
AMERICAN FAMILY ASSOCIATION
PO DRAWER 2440TUEPLOMS38803NONETO FURTHER CHARITABEL ACTIVITY$1,000
AMERICAN RED CROSS
430 17 STREET NWWASHINGTONDC20006NONETO FURTHER CHARITABLE ACTIVITY$2,500
ANGEL STUDIOS
295 W CENTER STPROVOUT84601NONETO FURTHER CHARITABLE ACTIVITY$143
BACKSWING GOLF EVENTS
11811 N TATUM BLVDPHOENIXAZ85028NONETO FURTHER CHARITABLE ACTIVITY$475
BALLARD FOUNDATION
800 FLORIDA AVEWASHINGTONDC20002NONETO FURTHER CHARITABLE ACTIVITY$500
BUONICONTI FUND
1095 NW 14 TERRACEMIAMIFL33136NONETO FURTHER CHARITABLE PURPOSE$1,000
CANCER FOUNDATION FLORIDA KEYS
1 KEY WESTKEY WESTFL33040NONETO FURTHER CHARITABEL ACTIVITY$500
CIRCLE OF LIFE CORP
8091 NW 128 LANEPARKLANDFL33312NONETO FURTHER CHARITABLE ACTIVITY$700
COMING BACK TO GIVE
2455 SUNFLOWER DRIVEEVANSGA30809NONETO FURTHER CHARITABEL ACTIVITY$10,000
CONNECT TO GREATNESS INC
1530 BOYNTON BEACH BLVDBOYNTON BEACHFL33436NONETO FURTHER CHARITABEL ACTIVITY$10,000
EMANUAL JACKSON SR PROJECT
700 W ATLANTIC AVEDELRAY BEACHFL33444NONETO FURTHER CHARITABLE ACTIVITY$15,000
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACEPEMBROOK PARKFL33023NONETO FURTHER CHARITABLE ACTIVITY$1,000
FL VIRTUAL SCHOOL FOUNDATION
5422 CARRIER DRIVEORLANDOFL32819NONETO FURTHER CHARITABLE ACTIVITY$10,000STE 201
FOR THE CULTURE SPORTS INC
1809 SW OPEN VIEW DRIVEPORT SAINT LUCIEFL34953NONETO FURTHER CHARITABLE ACTIVITY$1,000
FRIENDS OF NINO
5250 JOG LANEDELRAY BEACHFL33484NONETO FURTHER CHARITABLE ACTIVITY$5,000
HER 2ND CHANCE
3100 NW BOCA RATON BLVDBOCA RATONFL33431NONETO FURTHER CHARITABLE ACTIVITY$10,000
IRA B JONES ELEMENTERY
544 KIMBERLY AVENUEASHVILLENC28804NONETO FURTHER CHARITABLE ACTIVITY$255
LEADERSHIP INSTITUTE
1101 N HIGHLAND STREETARLINGTONVA22201NONETO FURTHER CHARITABLE ACTIVITY$1,000
MDA
1016 W JACKSON BLVDCHICAGOIL60607NONETO FURTHER CHARITABLE ACTIVITY$250
MISSION TEEN
2080 NW 22 STREETFORT LAUDERDALEFL33311NONETO FURTHER CHARITABLE ACTIVITY$10,000
PLACE OF HOPE
21441 BOCA RIOBOCA RATONFL33433NONETO FURTHER CHARITABLE ACTIVITY$36,500
PRAGERU
15021 VENTURA BLVD 552SHERMAN OAKSCA91403NONETO FURTHER CHARITABLE ACTIVITIES$10,000
ROGER BACON HIGHSCHOOL
4320 VINE STREETCINCINNATIOH45217NONETO FURTHER CHARITABLE ACTIVITY$2,499
SPECIAL OLYMPICS
2600 VIRGINIA AVENUEWASHINGTONDC20037NONETO FURTHER CHARITABLE ACTIVITY$700
ST JOAN
501 SW 3RD STREETBOCA RATONFL33432NONETO FURTHER CHARITABLE ACTIVITY$300
ST JUDE
1971 SW 172 AVE 500MIRAMARFL33029NONETO FURTHER CHARITABLE ACTIVITY$1,000
STA ATHLETICS
2801 SW 12 AVENUEFORT LAUDERDALEFL33312NONETO FURTHER CHARITABLE ACTIVITY$100
STANFORD UNIVERSITY
450 JANE STANFORD WAYSTANFORDCA94305NONETO FURTHER CHARITABLE ACTIVITY$250
STARSTRUCK THEATRE INC
2101 S KANNER HIGHWAYSTUARTFL34994NONETO FURTHER CHARITABLE ACTIVITY$1,000
STUDENT ACES
7750 ARBOR CREST WAYPALM BEACH GARDENSFL33412NONETO FURTHER CHARITABLE ACTIVITY$20,000
SWIM FOR ALIGATOR LIGHTHOUSE
77522 OVERSEAS HIGHWAYISLAMARODAFL33036NONETO FURTHER CHARITABLE ACTIVITY$2,581
TUNNELS TO TOWERS
2361 HAYLEN BOULEVARDSTATEN ISLANDNY10306NONETO FURTHER CHARITABLE ACTIVITY$1,000
UNIVERSITY OF MIAMI
1320 S DIXIE HIGHWAYCORAL GABLESFL33146NONETO FURTHER CHARITABLE ACTIVITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$162,353TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,842ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,113ExclusionAmt
Related Or Exempt Function Incm-$141,565RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,963ExclusionAmt
Related Or Exempt Function Incm-$141,565RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$100,602TotalIncomeProducingActyAmt

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

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSEE ATTACHEDAssetDesc
Acquired2020-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2024-12SoldDt
Gross Sales Price$175,798GrossSalesPriceAmt
Basis$317,363BasisAmt
Total Net-$141,565TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3000 AMAZON INC$658,170$658,170
15302.564 BLACKROCK SCIENCE & TECH$316,916$316,916
2608.292 INVESCO QQQ TRUST$1,333,437$1,333,437
3874.189 VANGUARD INFO TECH$2,408,971$2,408,971
3057 NVIDIA CORPORATION$410,524$410,524

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
SERVICE CHARGES$2
OUTSIDE SERVICES$250$250

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFMV ADJUSTMENTDesc
Amt$1,320,445Amt

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