DERICA & ROBIN RICE FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DERICA & ROBIN RICE FAMILY FOUNDATION INC (EIN 81-0696455)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-14
IRS object ID
202032889349100513
Schema version
2019v5.0
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)
Return2020-10-14T10:53:56-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205520612PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1L M HENDERSON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1450 E 96TH ST STE 200AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810696455EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DERICA & ROBIN RICE FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDERIBusinessNameControlTxt
Phone3177331705PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111065 SEDGEMOOR CIRAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDERICA RICEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3177331705PhoneNum
Signature2020-08-03SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARI MORWICKPreparerPersonNm
PTINP00446321PTIN
Phone3175661000PhoneNum
Preparation2020-08-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.90.24.185IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-03IPDt
IP Tm12:22:24IPTm
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBE826E2D91F0C90DB52D54BDCF68B2324C7C2D6FAtSubmissionCreationDeviceId
At Submission Filing Device Id55AD351EF505E44D998E8B684A54B4C506467097AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,719,589FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,465ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,582InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,582InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$66,639DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,639DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$63,993NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,486,434GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$63,993CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,512OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$140,191TotalRevAndExpnssAmt
Total Net Invst Incm$134,214TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,465AccountingFeesRevAndExpnssAmt
Accounting Fees Adj Net Incm$1,465AccountingFeesAdjNetIncmAmt
Taxes Rev And Expnss$16,865TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,765TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$9OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$18,339TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,765TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,465TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$300,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$300,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$318,339TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,765TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,465TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$300,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$178,148ExcessRevenueOverExpensesAmt
Net Investment Income$132,449NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$136,658CashBOYAmt
Cash EOY$4,432CashEOYAmt
Cash EOYFMV$4,432CashEOYFMVAmt
Corporate Stock BOY$2,544,910CorporateStockBOYAmt
Corporate Stock EOY$2,498,988CorporateStockEOYAmt
Corporate Stock EOYFMV$2,715,157CorporateStockEOYFMVAmt
Total Assets BOY$2,681,568TotalAssetsBOYAmt
Total Assets EOY$2,503,420TotalAssetsEOYAmt
Total Assets EOYFMV$2,719,589TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,681,568NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,503,420NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,681,568TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,503,420TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,681,568TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,503,420TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,681,568TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$178,148ExcessRevenueOverExpensesAmt
Subtotal$2,503,420SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,503,420TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtDepreciationDepreciationAmt
ISHARES CORE MSCI EAFEP2018-11-202019-09-06$3,082$2,943$139$139
SCHWAB US LARGE CAPP2018-02-092019-07-03$99,985$86,365$13,620$13,620
ISHARES EDGE MSCI USAP2019-09-06$18,047$15,095$2,952$2,952
SCHWAB US SMALL CAPP2018-02-092019-09-06$7,455$7,010$445$445
ISHARES FLOATING RATE BONDP2019-09-06$56,799$56,782$17$17
US TREASURYP2018-08-282019-08-31$210,000$210,000
SCHWAB US LARGE CAPP2019-09-06$75,542$63,817$11,725$11,725
SCHWAB US LARGE CAPP2019-09-06$64,812$61,479$3,333$3,333
US TREASURYP2018-11-272019-08-31$122,000$122,000
CHARLES SCHWAB US MCP2018-02-092019-09-06$7,497$6,667$830$830
ISHARES COR MSCIP2018-02-092019-09-06$29,995$33,473-$3,478-$3,478
ISHARES CORE MSCI EAFEP2019-09-06$196,921$213,598-$16,677-$16,677
ISHARES EDGE MSCI USAP2019-09-06$31,949$28,727$3,222$3,222
ISHARES EDGE MSCI USAP2019-07-03$114,907$99,215$15,692$15,692
ISHARES FLOATING RATEP2018-08-282019-09-06$65,901$66,159-$258-$258
ISHARES FLOATING RATEP2018-08-282019-09-06$142,277$142,841-$557-$557$7
SCHWAB US LARGE CAPP$121,461$100,280$21,181$21,181
SCHWAB US LARGE CAPP2019-09-06$113,341$105,997$7,344$7,344
FieldValueIRS element (for citing)
Capital Gain Net Income$63,993CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$18,166NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$245,260AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,795,426NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.136603DistributionYr1Rt
Adjusted Qlfy Distri Yr2$57,765AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$945,823NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061074DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,763AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$868,153NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.022764DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$962,423NetVlNoncharitableAssetsYr4Amt
Total Distribution0.220441TotalDistributionRt
Average Distribution0.073480AverageDistributionRt
Net Vl Noncharitable Assets$2,767,918NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$203,387AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,324NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$204,711AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,324InvestmentIncomeExciseTaxAmt
Subtotal$1,324SubtotalAmt
Tax Based On Investment Income$1,324TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$530EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,800ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,330TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$24EsPenaltyAmt
Overpayment$982OverpaymentAmt
Applied To ES Tax$982AppliedToESTaxAmt

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 StateINOrgReportOrRegisterStateCd
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 BooksDERICA ROBIN RICEIndividualWithBooksNm
Phone3177331705PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111065 SEDGEMOOR CIRAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DERICA RICE
11065 SEDGEMOOR CIRCARMELIN46032PRESIDENT000.00$0$0$0
ROBIN NELSON-RICE
11065 SEDGEMOOR CIRCARMELIN46032SECRETARY/TR000.00$0$0$0
SOLOMON RICE
11065 SEDGEMOOR CIRCARMELIN46032DIRECTOR000.00$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$2,722,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$87,138AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,810,069TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,810,069AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,151CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,767,918NetVlNoncharitableAssetsAmt
Minimum Investment Return$138,396MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$138,396MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,324TaxBasedOnInvestmentIncomeAmt
Total Tax$1,324TotalTaxAmt
Distributable Before Adj$137,072DistributableBeforeAdjAmt
Distributable Before Ded$137,072DistributableBeforeDedAmt
Distributable As Adjusted$137,072DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,000ExpensesAndContributionsAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,324PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$298,676AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$137,072DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$169,787ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$169,787TotalExcessDistributionCyovAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt
Applied To Current Year$137,072AppliedToCurrentYearAmt
Remaining Distri From Corpus$162,928RemainingDistriFromCorpusAmt
Total Corpus$332,715TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$332,715ExcessDistriCyovToNextYrAmt
Excess From Year1$169,787ExcessFromYear1Amt
Excess From Current Year$162,928ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDERICA ROBIN RICERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111065 SEDGEMOOR CIRAddressLine1Txt
CityCARMELCityNm
State AbbreviationINStateAbbreviationCd
ZIP46032ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3177331705RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORM EXCEPT REQUEST SHOULD BE WRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE ACCEPTED AT ANY TIMESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR LEADERSHIP DEVELOPMENT
2425 DR MLK JR STREETINDIANAPOLISIN46208PUBLICCHARITABLE$250,000
INDIANA UNIVERSITY FOUNDATION
PO BOX 500BLOOMINGTONIN47402PUBLICCHARITABLE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$300,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,582ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,639ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,993ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Related Or Exempt Function Incm$4,512RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$134,214ExclusionAmt
Related Or Exempt Function Incm$4,512RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$138,726TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,465Amt
Adjusted Net Income$1,465AdjustedNetIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$2,498,988EOYBookValueAmt
EOYFMV$2,715,157EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK FEES$9

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$4,512RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAX$15,100
FOREIGN TAX$1,765$1,765

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