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UHL FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
UHL FAMILY FOUNDATION (EIN 87-3710374)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-15
IRS object ID
202511969349100126
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)
Return2025-07-15T13:41:33-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273592604PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEVY TAX AND CONSULTING LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17000 CENTRAL PARKWAY SUITE 1740AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30328ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873710374EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UHL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUHLFBusinessNameControlTxt
Phone6784274897PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11247 GRAND VIEW DRIVEAddressLine1Txt
CityMABLETONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30126ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH B UHLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6784274897PhoneNum
Signature2025-07-15SignatureDt
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 PersonIRA BLECKERPreparerPersonNm
PTINP00773660PTIN
Phone7708043199PhoneNum
Preparation2025-07-15PreparationDt
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$4,378,505FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,432,601ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$15InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$99,673DividendsRevAndExpnssAmt
Dividends Net Invst Incm$99,673DividendsNetInvstIncmAmt
Dividends Adj Net Incm$99,673DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$160,840NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$889,460GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,310CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,693,129TotalRevAndExpnssAmt
Total Net Invst Incm$104,998TotalNetInvstIncmAmt
Total Adj Net Incm$99,688TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$875AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$875AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,481TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,481TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,701OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,701OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,932TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,057TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$875TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$221,738ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$221,738ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$233,670TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,057TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$222,613TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,459,459ExcessRevenueOverExpensesAmt
Net Investment Income$93,941NetInvestmentIncomeAmt
Adjusted Net Income$99,688AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$733CashBOYAmt
Sav And Temp Cash Invst BOY$38,316SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,434SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,434SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$617,228CorporateStockBOYAmt
Corporate Stock EOY$1,078,353CorporateStockEOYAmt
Corporate Stock EOYFMV$1,708,638CorporateStockEOYFMVAmt
Corporate Bonds BOY$685,460CorporateBondsBOYAmt
Corporate Bonds EOY$1,302,015CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,490,635CorporateBondsEOYFMVAmt
Other Investments BOY$1,171,498OtherInvestmentsBOYAmt
Other Investments EOY$1,164,066OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,151,798OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,513,235TotalAssetsBOYAmt
Total Assets EOY$3,571,868TotalAssetsEOYAmt
Total Assets EOYFMV$4,378,505TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,454OtherLiabilitiesBOYAmt
Total Liabilities BOY$2,454TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,510,781NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,571,868NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,510,781TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,571,868TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,513,235TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,571,868TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,510,781TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,459,459ExcessRevenueOverExpensesAmt
Subtotal$3,970,240SubtotalAmt
Other Decreases$398,372OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,571,868TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$5,310CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,306InvestmentIncomeExciseTaxAmt
Subtotal$1,306SubtotalAmt
Tax Based On Investment Income$1,306TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,300EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,300TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$68EsPenaltyAmt
Tax Due$74TaxDueAmt

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 StateGAOrgReportOrRegisterStateCd
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 AddressNONEWebsiteAddressTxt
Individual With BooksJOSEPH B UHLIndividualWithBooksNm
Phone6784274897PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11247 GRAND VIEW DRIVEAddressLine1Txt
CityMABLETONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30126ZIPCd
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 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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH B UHL
1247 GRAND VIEW DRIVEMABLETONGA30126TRUSTEE000.00$0$0$0
LINDSEY N UHL
1247 GRAND VIEW DRIVEMABLETONGA30126TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$3,120,203AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$669AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,120,872TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,120,872AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,813CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,074,059NetVlNoncharitableAssetsAmt
Minimum Investment Return$153,703MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$153,703MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,306TaxBasedOnInvestmentIncomeAmt
Total Tax$1,306TotalTaxAmt
Distributable Before Adj$152,397DistributableBeforeAdjAmt
Distributable Before Ded$152,397DistributableBeforeDedAmt
Distributable As Adjusted$152,397DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$222,613ExpensesAndContributionsAmt
Qualifying Distributions$222,613QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$152,397DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$494,634ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$921,403ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$213,732ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,629,769TotalExcessDistributionCyovAmt
Qualifying Distributions$222,613QualifyingDistributionsAmt
Applied To Current Year$152,397AppliedToCurrentYearAmt
Remaining Distri From Corpus$70,216RemainingDistriFromCorpusAmt
Total Corpus$1,699,985TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,699,985ExcessDistriCyovToNextYrAmt
Excess From Year3$494,634ExcessFromYear3Amt
Excess From Year2$921,403ExcessFromYear2Amt
Excess From Year1$213,732ExcessFromYear1Amt
Excess From Current Year$70,216ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PASSION CITY CHURCH INC
515 GARSON DR NEATLANTAGA30324SUPPORT RELIGIOUS ORGANIZATION$10,000
CLAYTON STATE UNIVERSITY FOUNDATION
PO BOX 387MORROWGA30260SUPPORT EDUCATIONAL ORGANIZATION$10,000
WHITEFIELD ACADEMY
1 WHITEFIELD DR SEMABLETONGA30126SUPPORT EDUCATIONAL ORGANIZATION$10,000
WHITEFIELD ACADEMY
1 WHITEFIELD DR SEMABLETONGA30126SUPPORT EDUCATIONAL ORGANIZATION$50,594
NATIONAL CHRISTIAN CHARITABLE FAUND
1150 SANCTUARY PKWY STEALPHARETTAGA30009SUPPORT RELIGIOUS ORGANIZATION$80,290
GEORGIA TECH FOUNDATION
760 SPRING STREET NWATLANTAGA30308SUPPORT EDUCATIONAL ORGANIZATION$60,854
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$221,738TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$99,673RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$160,840RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$260,528RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$260,528TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOSEPH AND LINDSAY UHLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11247 GRAND VIEW DRIVEAddressLine1Txt
CityMABELTONCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30126ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,432,601TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11516 SHARES INTUIT INC STOCK$1,006,0352024-12-11
1740 SHARES INTUIT INC STOCK$426,5662024-05-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,750Amt
Net Investment Income$875NetInvestmentIncomeAmt
Disbursements Charitable Prps$875DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
CHARLES SCHWAB 56952024-06PURCHASE2024-12$46,536$44,314$2,222
CHARLES SCHWAB 56952023-12PURCHASE2024-12$237,608$229,498$8,110
CHARLES SCHWAB 69022024-06PURCHASE2024-12$67,878$46,377$21,501
CHARLES SCHWAB 69022023-12PURCHASE2024-12$532,128$408,431$123,697

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondEXCHANGE TRADED FUNDS 6902BondNm
EOY Book Value$1,302,015EOYBookValueAmt
EOYFMV$1,490,635EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES 5695$3,369$57,568
EQUITIES 6902$1,074,984$1,651,070

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS 5695AT COST$888,941$880,619
MUTUAL FUNDS 6902AT COST$275,125$271,179

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
NON-DEDUCTIBLE PENALTIES$53
INTUIT STOCK CONTRIBUTION - FMV VS COST DIFFERENCE$398,305
DISALOWED WASH SALE$14

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESETMENT FEES$6,701$6,701

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescREIMBURSEMENTS PAYABLEDesc
BOY Book Value$2,454BOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES CHARLES SCHWAB 569$2,265$2,265
2023 INCOME TAX$1,216$1,216

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