FURP.ORG / PUBLIC DATA EXPLORER

SHG FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SHG FOUNDATION (EIN 94-3328451)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-08
IRS object ID
202501899349101505
Schema version
2024v5.2
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)
Return2025-07-08T14:10:49-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN770360232PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Shannon & Snyder CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1650 N Winchester Blvd 6AddressLine1Txt
CitySan JoseCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95128ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943328451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHGFBusinessNameControlTxt
Phone4159229802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13450 SACRAMENTO STREET 615AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMADHAVAN RANGASWAMIPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-07-08SignatureDt
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 PersonGeorge M ShannonPreparerPersonNm
PTINP00426261PTIN
Phone4082418700PhoneNum
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$1,330,145FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,617InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,617InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,810DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,810DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$49,785NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$338,585GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$49,785CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,500OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$82,712TotalRevAndExpnssAmt
Total Net Invst Incm$70,212TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,975AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$917TaxesRevAndExpnssAmt
Taxes Net Invst Incm$217TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,892TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$217TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,092TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$217TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$82,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,380ExcessRevenueOverExpensesAmt
Net Investment Income$69,995NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,072SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,441SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,441SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$249,695USGovernmentObligationsBOYAmt
US Government Obligations EOY$250,054USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$250,526USGovtObligationsEOYFMVAmt
Corporate Stock BOY$582,408CorporateStockBOYAmt
Corporate Stock EOY$499,094CorporateStockEOYAmt
Corporate Stock EOYFMV$966,094CorporateStockEOYFMVAmt
Corporate Bonds EOY$94,206CorporateBondsEOYAmt
Corporate Bonds EOYFMV$88,084CorporateBondsEOYFMVAmt
Other Assets BOY$14,000OtherAssetsBOYAmt
Other Assets EOY$14,000OtherAssetsEOYAmt
Other Assets EOYFMV$14,000OtherAssetsEOYFMVAmt
Total Assets BOY$872,175TotalAssetsBOYAmt
Total Assets EOY$868,795TotalAssetsEOYAmt
Total Assets EOYFMV$1,330,145TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$872,175NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$868,795NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$872,175TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$868,795TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$872,175TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$868,795TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$872,175TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,380ExcessRevenueOverExpensesAmt
Subtotal$868,795SubtotalAmt
Tot Net Ast Or Fund Balances EOY$868,795TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2000.000 VANGUARD INFLATION-PROTECTED SECS INVP2020-01-012024-10-11$23,860$25,119-$1,259-$1,259
543.3310 VANGUARD INTERNATIONAL GROWTH FUNDP2007-07-242024-12-04$20,000$13,987$6,013$6,013
260,000.000 US TREASURYP2023-12-132024-12-15$260,000$249,694$10,306$10,306
Capital Gain Dividends$34,725
FieldValueIRS element (for citing)
Capital Gain Net Income$49,785CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$973InvestmentIncomeExciseTaxAmt
Subtotal$973SubtotalAmt
Tax Based On Investment Income$973TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$628EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,345ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,973TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,000OverpaymentAmt
Applied To ES Tax$1,000AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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 Line1MADHAVAN RANGASWAMIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4159229802PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13450 SACRAMENTO ST 615AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94118ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MADHAVAN RANGASWAMI
3450 SACRAMENTO STREET 615SAN FRANCISCOCA94118President5.00$0
NAVAZ PORBANDARWALA
112 Alto Vista DriveIrvingTX75062Vice President1.00$0
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)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PUPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER IRC SEC 501(C)(3).Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,278,705AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,425AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,289,130TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,289,130AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,337CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,269,793NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,490MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$63,490MinimumInvestmentReturnAmt
Tax Based On Investment Income$973TaxBasedOnInvestmentIncomeAmt
Total Tax$973TotalTaxAmt
Distributable Before Adj$62,517DistributableBeforeAdjAmt
Distributable Before Ded$62,517DistributableBeforeDedAmt
Distributable As Adjusted$62,517DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,200ExpensesAndContributionsAmt
Qualifying Distributions$82,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,517DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$175,744ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$103,233ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$163,785ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$142,103ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,576ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$588,441TotalExcessDistributionCyovAmt
Qualifying Distributions$82,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$62,517AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,683RemainingDistriFromCorpusAmt
Total Corpus$608,124TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$175,744ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$432,380ExcessDistriCyovToNextYrAmt
Excess From Year4$103,233ExcessFromYear4Amt
Excess From Year3$163,785ExcessFromYear3Amt
Excess From Year2$142,103ExcessFromYear2Amt
Excess From Year1$3,576ExcessFromYear1Amt
Excess From Current Year$19,683ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ROOM TO READ
465 CALIFORNIA STREET SUITE 1000SAN FRANCISCOCA94104NONE501(c)(3)PROVIDE BOOKS FOR LIBRARIES IN RURAL AREAS.$10,000
AKSHAYA PATRAhome of hope
PO BOX 14220FREMONTCA94539NONE501(c)(3)PROVIDE SCHOOL LUNCHES TO CHILDREN IN LOW INCOME COMMUNITIES$10,000
FOUNDATION FOR PROMOTION OF SPORTSG
15466 LOS GATOS BLVD 109333LOS GATOSCA95032NONE501(c)(3)SPORTS & RECREATION$10,000
FREE BOOKS FOR KIDS
PO BOX 255342SACRAMENTOCA95865NONE501(c)(3)PROVIDE BOOKS TO CHILDREN$4,000
ENACTE ARTS
830 STEWART DRIVE 115SUNNYVALECA94085NONE501(c)(3)THEATER EDUCTION$5,000
U-GO
334 N RIOS AVESOLANA BEACHCA92075NONE501(C)(3)FOR CHARITABLE PURPOSES$20,000
ASHAJYOTHI USA
4188 FOREST PARK LNFRISCOTX75033NONE501(c)(3)CHILD SAFETY$10,000
AROGYA WORLD
1121 NORTH BETHLEHEM PIKE SUITE 60SPRING HOUSEPA19477NONE501(c)(3)CHILD SAFETY$5,000
VERMONT ECO STUDIES
20 PALMER CTWHITE RIVER JUNCTIONVT05001NONE501(c)(3)FOR CHARITABLE PURPOSES$200
VERMONT RIVER CONSERVANCY
29 MAIN ST UNIT 11MONTPELLERVT05602NONE501(c)(3)FOR CHARITABLE PURPOSES$500
GREEN MOUNTAIN CLUB
4711 WATERBURY-STOWE ROADWATERBURY CENTERVT05677NONE501(c)(3)FOR CHARITABLE PURPOSES$5,000
AIM FOR SEVA
PO BOX 639SAYLORSBURGPA18353NONE501(c)(3)FOR CHARITABLE PURPOSES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,617ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,810ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$49,785ExclusionAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,500RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$70,212ExclusionAmt
Related Or Exempt Function Incm$12,500RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,712TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number9LineNumberTxt
Relationship StatementTHE MAIN SOURCE OF SHG'S FUNDRASING IS FROM EVENT PRODUCTIONS. A SUBSTANTIAL FEE IS PAID BY ALL ATTENTDEES. THE FEES COLLECTED THAT EXCEED THE COST OF THE EVENTS ARE TO BE CONTRIBUTED TO CHARITABLE PROJECTS WORLDWIDE. THIS EVENT WAS NOT HELD IN 2024, BUT $12,500 WAS COLLECT IN 2024 FOR THE 2023 EVENT.RelationshipStatementTxt

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)
CategoryACCOUNTINGCategoryTxt
Amt$2,975Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INFLATION-PROTE$61,106$55,889
VANGUARD SHORT-TERM INVE$33,100$32,195

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD TOTAL STOCK MKT$48,682$185,320
vanguard S&P small cap$50,651$69,786
VANGUARD FTS EMERGING$19,669$17,616
VANGUARD RUSSELL 2000$50,274$58,065
NUVEEN CORE EQUITY A$146,982$251,892
RYDEX NASDAQ-100 INV$75,738$253,345
VANGUARD INTERNATIONAL GROWTH INV$107,098$130,070

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$250,054USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$250,526USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSITDesc
BOY Book Value$14,000BOYBookValueAmt
EOY Book Value$14,000EOYBookValueAmt
EOYFMV$14,000EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescIncome From Special EventsDesc
Revenue And Expenses Per Books$12,500RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal Taxes$600
FOREIGN TAXES$217$217
LICENSES AND FEES$100