HOLMES CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOLMES CHARITABLE FOUNDATION (EIN 36-4296450)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-11
- IRS object ID
- 202521629349100322
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-11T13:23:31-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953503404 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GODECKE CLARK | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44875 DEEP CANYON RD STE 1 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 922603721 | 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 | 364296450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOLMES CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLM | BusinessNameControlTxt |
| Phone | 7609021738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5044 | AddressLine1Txt |
| City | CRESTED BUTTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H ROBERT HOLMES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7609021738 | PhoneNum |
| Signature | 2025-05-28 | SignatureDt |
| 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 | STEPHANIE RUTHER | PreparerPersonNm |
| PTIN | P01780336 | PTIN |
| Phone | 7603463861 | PhoneNum |
| Preparation | 2025-05-28 | 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 | $177,226 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $716 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $716 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,197 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,197 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $765,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,169 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,082 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Interest Rev And Expnss | $8 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,424 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $12,289 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $28,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,582 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,807 | CashBOYAmt |
| Cash EOY | $176,526 | CashEOYAmt |
| Cash EOYFMV | $176,526 | CashEOYFMVAmt |
| Corporate Stock BOY | $146,473 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $700 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $234,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $182,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $177,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $234,280 | RetainedEarningBOYAmt |
| Retained Earning EOY | $182,480 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $234,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $182,480 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $234,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $182,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $234,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,800 | ExcessRevenueOverExpensesAmt |
| Subtotal | $182,480 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $182,480 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LANDENBURG & THALMAN & CO | P | 2023-05-12 | 2024-12-31 | $59,845 | $114,377 | -$54,532 | -$54,532 |
| LANDENBURG & THALMAN & CO | P | 2024-01-01 | 2024-12-31 | $705,970 | $642,269 | $63,701 | $63,701 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,169 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $63,701 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $64 | SubtotalAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $436 | OverpaymentAmt |
| Applied To ES Tax | $436 | 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | GODECKE CLARK | IndividualWithBooksNm |
| Phone | 7603438691 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44875 DEEP CANYON ROAD STE 1 | AddressLine1Txt |
| City | PALM DESERT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92260 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| H ROBERT HOLMES | ||||||||
| PO BOX 5044 - 991 BUSH CREEK RD | CRESTED BUTTE | CO | 81224 | TRUSTEE | 000.00 | $15,000 | $0 | $0 |
| DEBRA J HOLMES | ||||||||
| PO BOX 5044 - 991 BRUSH CREEK RD | CRESTED BUTTE | CO | 81224 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| KELLY ELIZABETH HOLMES | ||||||||
| PO BOX 5044 - 991 BRUSH CREEK RD | CRESTED BUTTE | CO | 81224 | 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 | PROVIDE SUPPORT OF VARIOUS EDUCATIONAL AND SOCIAL ECONOMIC FOUNDATIONS THROUGH PUBLIC CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $35,100 | Expenses1Amt |
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 | $158,099 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $259,382 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $259,382 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $255,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64 | TotalTaxAmt |
| Distributable Before Adj | $12,711 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,711 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,711 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,711 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,469 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,073 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,552 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,728 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,317 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,139 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,100 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,711 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,389 | RemainingDistriFromCorpusAmt |
| Total Corpus | $79,528 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,469 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,073 | ExcessFromYear4Amt |
| Excess From Year3 | $4,552 | ExcessFromYear3Amt |
| Excess From Year2 | $12,728 | ExcessFromYear2Amt |
| Excess From Year1 | $29,317 | ExcessFromYear1Amt |
| Excess From Current Year | $22,389 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| HOPE FOR SILENT VOICES | |||||||
| 310 FORSYTHIA DR | DEERFEILD | IL | 60015 | 501(C)(3) | SUPPORT DISADVANTAGED GROUPS | $25,000 | |
| CRESTED BUTTE FILM FESTIVAL | |||||||
| PO BOX 1256 | CRESTED BUTTE | CO | 81224 | 501(C)(3) | EDUCATIONAL SUPPORT | $5,000 | |
| LIVING JOURNEYS | |||||||
| PO BOX 2024 | CRESTED BUTTE | CO | 81224 | 501(C)(3) | SUPPORT CANCER PATIENTS | $2,000 | |
| CRESTED BUTTE CENTER FOR ARTS | |||||||
| PO BOX 1819 | CRESTED BUTTE | CO | 81224 | 501(C)(3) | TO SUPPORT COMMUNITY PROGRAMS | $1,100 | NONE |
| FIRST TEE COACHELLA VALLEY | |||||||
| 74-945 SHERYL AVE | PALM DESERT | CA | 92260 | 501(C)(3) | EMPOWER KIDS THROUGH GOLF | $1,000 | NONE |
| XAVIER PREPATORY HIGH SCHOOL | |||||||
| 34-200 COOK STREET | PALM DESERT | CA | 92211 | 501(C)(3) | JESUIT EDUCATION | $1,000 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $716 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,197 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,169 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,169 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,082 | 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 | LADENBURG INVESTMENTS | StockNm |
| EOY Book Value | $5,954 | EOYBookValueAmt |
| EOYFMV | $700 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $61 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,424 | Amt |
Comments