GAYDA FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GAYDA FAMILY FOUNDATION (EIN 20-6766686)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-23
- IRS object ID
- 202512969349100911
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-23T17:55:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206766686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gayda Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Michael Gayda | InCareOfNm |
| Business Name Control | GAYD | BusinessNameControlTxt |
| Phone | 9084329697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 Wisteria Way | AddressLine1Txt |
| City | Basking Ridge | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GAYDA | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9084329697 | PhoneNum |
| Signature | 2025-10-23 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| 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 | $2,553,965 | 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 |
| Dividends Rev And Expnss | $52,162 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,162 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $407,194 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $459,356 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $842 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $55 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $459,356 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,497 | CashBOYAmt |
| Cash EOY | $7,292 | CashEOYAmt |
| Cash EOYFMV | $7,292 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,025 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,025 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $668,644 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,078,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,513,648 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $799,458 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,118,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,553,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $799,458 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,118,751 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $799,458 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,118,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $799,458 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,118,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $799,458 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,680 | ExcessRevenueOverExpensesAmt |
| Other Increases | $412,974 | OtherIncreasesAmt |
| Subtotal | $1,166,752 | SubtotalAmt |
| Other Decreases | $48,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,118,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SPDR S&P 500 ETF | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2008-10-21 | AcquiredDt |
| Sold | 2024-01-04 | SoldDt |
| Gross Sales Price | $506,676 | GrossSalesPriceAmt |
| Cost Or Other Basis | $99,482 | CostOrOtherBasisAmt |
| Gain Or Loss | $407,194 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $407,194 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,194 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,385 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,385 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,385 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,385 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,385 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Tax Due | $41 | 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 | NJ | 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 | NA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael D Gayda | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9084329697 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Bradley Place | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL D GAYDA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Bradley Place STE 501 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,543,207 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,565,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,565,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,526,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,340 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,385 | TotalTaxAmt |
| Distributable Before Adj | $119,955 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $119,955 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $119,955 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,055 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $97,055 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,168 | UndistributedIncomePYAmt |
| Qualifying Distributions | $97,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,700 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,355 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,128 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,128 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $227 | TotalCorpusAmt |
| Taxable2 | $468 | Taxable2Amt |
| Undistributed Income CY | $118,827 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $227 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $227 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL GAYDA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Armory Art Center | |||||
| 811 Park Place | West Palm Beach | FL | 33401 | Unrestricted gift to support entity | $1,000 |
| Boston University School of Law | |||||
| 765 Commonwealth Ave | Boston | MA | 02215 | Unrestricted gift for entitiys purp | $2,000 |
| California State University Long Beach Foundation | |||||
| 6300 State University Drive | Long Beach | CA | 90815 | Unrestricted Gift for Entitys Purpose | $1,000 |
| Center for Creative Education | |||||
| 425 24th St | West Palm Beach | FL | 33407 | Unrestricted Gift for Entitys Purpose | $1,000 |
| Chandler Hall | |||||
| 99 Barclay | Newtown | PA | 18940 | Unrestricted Gift for Entitys Purpose | $500 |
| Feed the Hungry Pantry | |||||
| 8306 155th Place North | Palm Beach Gardens | FL | 33418 | Unrestricted Gift for Entitys Purpose | $2,500 |
| Homeless Solutions Inc | |||||
| 3 Wing Drive Suite 245 | Cedar Knolls | NJ | 07927 | Unrestricted Gift for Entitys Purpose | $31,000 |
| The Lord's Place | |||||
| 2808 N Australian Ave | West Palm Beach | FL | 33407 | Unrestricted Gift for Entitys Purpose | $2,000 |
| Ramona Convent Secondary School | |||||
| 1701 W Ramona Road | Alhambra | CA | 91803 | Unrestricted Gift for Entitys Purpose | $4,000 |
| Raptor Trust | |||||
| 1390 White Bridge Rd | Millington | NJ | 07946 | Unrestricted Gift for Entitys Purpose | $500 |
| University of Pennsylvania | |||||
| 3733 Spruce Street | Philadelphia | PA | 19104 | Unrestricted Gift for Entitys Purpose | $2,000 |
| St Joseph Preparatory High School | |||||
| 1733 Girard Ave | Philadelphia | PA | 19130 | Unrestricted Gift for Entitys Purpose | $40,000 |
| WLRN | |||||
| 172 NE 15 St | Miami | FL | 33132 | Unrestricted Gift for Entitys Purpose | $1,000 |
| Palm Beach Civic Association | |||||
| 139 N County Road | Palm Beach | FL | 33480 | Unrestricted Gift for Entitys Purpose | $3,500 |
| Kun-Yang LinDancers | |||||
| 1316 S Ninth Street | PHILADELPHIA | PA | 19147 | Unrestricted Gift for Entitys Purpose | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,162 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $406,338 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $458,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $458,500 | 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 (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Various Stock per Morgan Stanley 12312024 Statement | $469,641 | $1,309,355 |
| Invesco SP 500 ETF per Morgan Stanley 12312024 Statement | $508,482 | $570,606 |
| SPDR SP 500 ETF per Morgan Stanley 12312024 Statement | $100,311 | $633,687 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Begin of year Adj for TA | Desc |
| Amt | $48,000 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PurchaceSale Basis Incre | $407,194 |
| End of Yr Adj for TA | $5,780 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| US Tax | $787 | |
| NJ Registration | $55 | $55 |
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