SADAKO K JUDD PRIVATE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SADAKO K JUDD PRIVATE FOUNDATION INC (EIN 65-0816375)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349102103
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T12:27:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920191072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH T STRONG CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1916 BOLADO PKWY | AddressLine1Txt |
| City | CAPE CORAL | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33990 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650816375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SADAKO K JUDD PRIVATE FOUNDATION IN | BusinessNameLine1Txt |
| Business Name Line2 | C/O LIZ COLLINS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SADA | BusinessNameControlTxt |
| Phone | 2063872813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8410 RIVIERA AVENUE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH L COLLINS | PersonNm |
| Person Title | PRES, SEC, TRES, DIR | PersonTitleTxt |
| Phone | 2063872813 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH T STRONG | PreparerPersonNm |
| PTIN | P00017431 | PTIN |
| Phone | 2395746795 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $28,593 | 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 | $55,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,862 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $55,862 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,264,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,132 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $55,862 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,300 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,487 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,487 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,549 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,332 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,862 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,085,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,593 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $789,258 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,845,021 | CorporateStockEOYAmt |
| Total Assets BOY | $1,875,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,873,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,875,163 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,873,614 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,875,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,873,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,875,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,873,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,875,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,549 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,873,614 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,873,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $741 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $741 | SubtotalAmt |
| Tax Based On Investment Income | $741 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $751 | 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 | FL | 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 |
| Individual With Books | ELIZABETH L COLLINS | IndividualWithBooksNm |
| Phone | 2063872813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18431 SE 277TH PL | AddressLine1Txt |
| City | COVINGTON | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98042 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SARA L MEYERS | ||||||||
| 5134 OSCEOLA STREET | LITTLETON | CO | 80123 | VP, DIRECTOR | 000.00 | $0 | $0 | $0 |
| ELIZABETH L COLLINS | ||||||||
| 18431 SE 277TH PL | COVINGTON | WA | 98042 | PRES, SEC, T | 000.00 | $0 | $0 | $0 |
| VICTORIA LAWTON | ||||||||
| 2309 TIMBER DRIVE | RALIEGH | NC | 27604 | VP, DIRECTOR | 000.00 | $0 | $0 | $0 |
| 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 | $1,657,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,464 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $356,603 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,040,483 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,040,483 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,009,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $741 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $741 | TotalTaxAmt |
| Distributable Before Adj | $99,753 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,753 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,753 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,987 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,987 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,487 | UndistributedIncomePYAmt |
| Qualifying Distributions | $47,987 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,487 | AppliedToYear1Amt |
| Applied To Current Year | $500 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $99,253 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE STOREHOUSE | ||||||
| PO BOX 12163 | OLYMPIA | WA | 98508 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| ENERGY OUTREACH COLORADO | ||||||
| 303 E 17TH ST 405 | DENVER | CO | 80203 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| FOOD BANK OF THE ROCKIES | ||||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| CONSERVANCY OF SW FLORIDA | ||||||
| 1450 MERRIHUE DRIVE | NAPLES | FL | 34102 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| NOURISH MEALS ON WHEELS | ||||||
| PO BOX 3108 | CENTENNIAL | CO | 80161 | PUBLIC CHARITY | GENERAL USE | $4,000 |
| ABUSE & COUNSELING TREATMENT CTR | ||||||
| PO BOX 60401 | FORT MYERS | FL | 33906 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| PLANNED PARENTHOOD OF SWFL | ||||||
| 8595 COLLEGE PKWY | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| CENTER FOR GUN VIOLENCE SOLUTIONS | ||||||
| 750 E PRATT ST | BALTIMORE | MD | 21202 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| PLANNED PARENTHOOD OF SWFL | ||||||
| 8595 COLLEGE PKWY | FORT MYERS | FL | 33919 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PUBLIC CHARITY | GENERAL USE | $5,000 |
| BLACK DIAMOND COMMUNITY CENTER | ||||||
| PO BOX 480 | BLACK DIAMOND | WA | 98010 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| MAPLE VALLEY FOOD BANK | ||||||
| PO BOX 322 | MAPLE VALLEY | WA | 98038 | PUBLIC CHARITY | GENERAL USE | $2,487 |
| EVERGLADES FOUNDATION | ||||||
| 18001 OLD CUTLER RD | PALMETTO BAY | FL | 33157 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| GUADALUPE CENTER | ||||||
| 509 HOPE CIR | IMMOKALEE | FL | 34142 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| IMMOKALEE FOUNDATION | ||||||
| 2375 TAMIAMI TRAIL N STE | NAPLES | FL | 34103 | PUBLIC CHARITY | GENERAL USE | $1,500 |
| PLANNED PARENTHOOD OF GREAT NW | ||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | PUBLIC CHARITY | GENERAL USE | $3,000 |
| STARDUST BIG BAND MEMORIES | ||||||
| 15091 SHAMROCK DR | FORT MYERS | FL | 33912 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| GLSEN COLLIER COUNTY | ||||||
| PO BOX 413005 | NAPLES | FL | 34101 | PUBLIC CHARITY | GENERAL USE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,487 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270 | ExclusionAmt |
| Related Or Exempt Function Incm | -$6,894 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,132 | ExclusionAmt |
| Related Or Exempt Function Incm | -$6,894 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,238 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KENNETH T STRONG CPA PA | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PERSHING 2203 S/T | 2024-01 | PURCHASE | 2024-10 | $1,201,668 | $1,212,235 | -$10,567 |
| PERSHING 2203 L/T | 2023-09 | PURCHASE | 2024-10 | $51,539 | $47,866 | $3,673 |
| GOLDMAN SACHS FINANC PRIME OBLIG | 2024-03 | PURCHASE | 2024-09 | $10,337 | $10,337 | |
| GOLDMAN SACHS FINANC PRIME OBLIG | 2023-05 | PURCHASE | 2024-09 | $431 | $431 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| STOCKS | $1,442,810 |
| MUTUAL FUNDS | $402,211 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL FEE - FL DOR | $61 | $61 |
| FOREIGN TAXES | $1,239 | $1,239 |