MAY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MAY FOUNDATION (EIN 11-3243700)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-20
- IRS object ID
- 202502939349100720
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-20T15:41:07-04:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273718376 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARKAN & GOLDBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 CUTTERMILL RD STE 511 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113243700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAYF | BusinessNameControlTxt |
| Phone | 2129495959 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BARKAN 60 CUTTERMILL ROAD | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLEEN MAY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129495959 | PhoneNum |
| Signature | 2025-10-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL F BARKAN | PreparerPersonNm |
| PTIN | P01282080 | PTIN |
| Phone | 2129495959 | PhoneNum |
| Preparation | 2025-10-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $3,436,187 | 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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $39,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,302 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $39,302 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,948 | GrossSalesPriceAmt |
| Total Rev And Expnss | $135,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,315 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $39,315 | TotalAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,338 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,315 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,315 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,111 | CashBOYAmt |
| Cash EOY | $12,330 | CashEOYAmt |
| Cash EOYFMV | $12,330 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $168,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $144,297 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,423,699 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $178,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,436,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $178,473 | RetainedEarningBOYAmt |
| Retained Earning EOY | $158,135 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $178,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $158,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $178,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $158,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $178,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,338 | ExcessRevenueOverExpensesAmt |
| Subtotal | $158,135 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $158,135 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $546 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $546 | SubtotalAmt |
| Tax Based On Investment Income | $546 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $578 | TaxDueAmt |
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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARKAN & GOLDBERG LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129495959 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 CUTTERMILL ROAD | AddressLine1Txt |
| Address Line2 | SUITE 511 | AddressLine2Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | 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 (2 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| COLLEEN MAY | |||||||||
| 31 FORRESTER LANE POBOX 2448 | YOUNTVILLE | CA | 94599 | TRUSTEE | 000.00 | $0 | $0 | $0 | |
| MICHAEL F BARKAN | |||||||||
| 60 CUTTERMILL ROAD | GREAT NECK | NY | 11021 | TRUSTEE | 000.00 | $0 | $0 | $0 | SUITE 511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $3,256,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,267,828 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,267,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,218,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $546 | TotalTaxAmt |
| Distributable Before Adj | $160,395 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $160,395 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $160,395 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $156,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,395 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,728 | UndistributedIncomePYAmt |
| Qualifying Distributions | $156,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,728 | AppliedToYear1Amt |
| Applied To Current Year | $154,272 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $6,123 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE RESOURCE FOUNDATION | |||||||
| 244 FIFTH AVENUE | SUITE 1428 | NEW YORK | NY | 10001 | 501(C)(3) | EDUCATION/CHILD WELFARE | $30,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET | SUITE 1250 | OAKLAND | CA | 94612 | 501(C)(3) | ENVIRONMENTAL | $2,000 |
| NAPA COMMUNITY ANIMAL RESPONSE TEAM | |||||||
| PO BOX 67 | NAPA | CA | 94559 | 501(C)(3) | DISASTER RELIEF | $5,000 | |
| SUNRISE HORSE RESCUE | |||||||
| PO BOX 143 | HELENA | CA | 94574 | 501(C)(3) | ANIMAL WELFARE | $30,000 | |
| VENTANA WILDLIFE SOCIETY | |||||||
| 9699 BLUE LARKSPUR LANE | SUITE 105 | MONTEREY | CA | 93940 | 501(C)(3) | ANIMAL WELFARE | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | 16TH FLOOR | NEW YORK | NY | 10006 | 501(C)(3) | HUMANITARIAN AID | $2,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET | SUIE 300 | BOSTON | MA | 02199 | 501(C)(3) | HUMANITARIAN AID | $2,000 |
| WILDLIFE RESCUE OF NAPA VALLEY | |||||||
| PO BOX 2571 | NAPA | CA | 94558 | 501(C)(3) | ANIMAL WELFARE | $31,000 | |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW | STE 600 | WASHINGTON | DC | 20009 | 501((C)(3) | ENVIRONMENTAL | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AM | |||||||
| 123 WILLIAM STREET | 10TH FLOOR | NEW YORK | NY | 10038 | 501(C)(3) | REPRODUCTIVE RIGHTS | $5,000 |
| MUTTVILLE SENIOR DOG RESCUE | |||||||
| PO BOX 410207 | SAN FRANCISCO | CA | 94141 | 501(C)(3) | ANIMAL WELFARE | $10,000 | |
| JUST THE PILL | |||||||
| 2038 FORD PARKWAY | SUITE 444 | SAINT PAUL | MN | 55116 | 501(C)(3) | REPRODUCTIVE RIGHTS | $2,000 |
| ABORTION CARE NETWORK | |||||||
| 1300 I STREET NW | SUITE 400E | WASHINGTON | DC | 20005 | 501(C)(3) | REPRODUCTIVE RIGHTS | $2,000 |
| NATIVE SONGBIRD CARE & CONSERVATION | |||||||
| 8050 ELPHICK ROAD | SEBASTOPOL | CA | 95472 | 501(C)(3) | ANIMAL WELFARE | $5,000 | |
| GOOD FOOD INSTITUTE | |||||||
| PO BOX 96503 PMB 42019 | WASHINGTON | DC | 20090 | 501(C)(3) | ENVIRONMENTAL | $4,000 | |
| THE HUMANE LEAGUE | |||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | 501(C)(3) | ANIMAL WELFARE | $4,000 | |
| NATIONAL CENTER FOR LESBIAN RIGHTS | |||||||
| 870 MARKET STREET | SUITE 370 | SAN FRANCISCO | CA | 94102 | 501(C)(3) | LGBTQ | $5,000 |
| HUMAN RIGHTS CAMPAIGN | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | 501(C)(3) | LGBTQ | $5,000 | |
| WIMBERLY ADOPTION GROUP | |||||||
| PO BOX 2603 | WIMBERLY | TX | 78676 | 501(C)(3) | ANIMAL WELFARE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $135,662 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,662 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 595 SHS IBM | 1996-11 | PURCHASE | 2024-06 | $100,326 | $21,061 | $79,265 |
| 100 SHS IBM | 1996-11 | PURCHASE | 2024-11 | $20,622 | $3,540 | $17,082 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $144,297 | EOYBookValueAmt |
| EOYFMV | $3,423,699 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc |
|---|
| EXPENSES |
| INVESTMENT EXPENSES |
Comments