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PATSY B HOLLANDSWORTH FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PATSY B HOLLANDSWORTH FAMILY FOUNDATION (EIN 75-2655126)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-13
IRS object ID
201842569349100219
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-09-13T13:10:39-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVID M HAYES CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1407 E LANTRIP STAddressLine1Txt
CityKILGORECityNm
State AbbreviationTXStateAbbreviationCd
ZIP75662ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752655126EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATSY B HOLLANDSWORTH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATSBusinessNameControlTxt
Phone8705406112PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1251 PR 1490AddressLine1Txt
CityLONGVIEWCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75605ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY COURINGTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8705406112PhoneNum
Signature2018-08-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID M HAYESPreparerPersonNm
PTINP01337853PTIN
Phone9039831984PhoneNum
Preparation2018-09-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.89.55.17IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-13IPDt
IP Tm13:10:32IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id22CADA822B23F6CEAC8B3DAA45B3DDDC8503833CAtSubmissionCreationDeviceId
At Submission Filing Device Id22CADA822B23F6CEAC8B3DAA45B3DDDC8503833CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,641,092FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$120,709DividendsRevAndExpnssAmt
Dividends Net Invst Incm$120,709DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,472NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$707,976GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$131,210TotalRevAndExpnssAmt
Total Net Invst Incm$120,738TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,500CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$35,951OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35,951OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$40,951TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,951TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$164,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$205,751TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,951TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$74,541ExcessRevenueOverExpensesAmt
Net Investment Income$79,787NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,013CashBOYAmt
Cash EOY$21,790CashEOYAmt
Cash EOYFMV$21,790CashEOYFMVAmt
Corporate Stock BOY$711,025CorporateStockBOYAmt
Corporate Stock EOY$618,707CorporateStockEOYAmt
Corporate Stock EOYFMV$3,619,302CorporateStockEOYFMVAmt
Total Assets BOY$715,038TotalAssetsBOYAmt
Total Assets EOY$640,497TotalAssetsEOYAmt
Total Assets EOYFMV$3,641,092TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$715,038UnrestrictedBOYAmt
Unrestricted EOY$640,497UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$715,038TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$640,497TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$715,038TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$640,497TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$715,038TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$74,541ExcessRevenueOverExpensesAmt
Subtotal$640,497SubtotalAmt
Tot Net Ast Or Fund Balances EOY$640,497TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$196,401AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,587,451NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054747DistributionYr1Rt
Adjusted Qlfy Distri Yr2$207,017AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,933,343NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052631DistributionYr2Rt
Adjusted Qlfy Distri Yr3$209,088AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,096,427NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051042DistributionYr3Rt
Adjusted Qlfy Distri Yr4$178,250AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,197,940NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042461DistributionYr4Rt
Adjusted Qlfy Distri Yr5$280,183AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,518,867NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.062003DistributionYr5Rt
Total Distribution0.262884TotalDistributionRt
Average Distribution0.052577AverageDistributionRt
Net Vl Noncharitable Assets$3,565,012NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$187,438AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$798NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$188,236AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,596InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,596SubtotalAmt
Tax Based On Investment Income$1,596TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,262EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,262TotalPaymentsAndCreditsAmt
Original Return Tax Paid$1,262OriginalReturnTaxPaidAmt
Tax Due$334TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateTXOrgReportOrRegisterStateCd
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 BooksGREGORY COURINGTONIndividualWithBooksNm
Phone8705406112PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1251 PRIVATE ROAD 1490AddressLine1Txt
CityLONGVIEWCityNm
State AbbreviationTXStateAbbreviationCd
ZIP756057138ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

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
GREGORY COURINGTON
2350 LAKESHORE DR D-1HOT SPRINGS NATIONAL PAR71913PRESIDENT7.00$500$0$0
LAWRENCE COURINGTON
251 PRIVATE ROAD 1490LONGVIEWTX75605VICE PRESIDENT5.00$500$0$0
ALYCE SPARKS
6607 FM 450 NHALLSVILLETX75650SEC/TREAS3.00$500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,585,544AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,758AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,619,302TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,619,302AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,290CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,565,012NetVlNoncharitableAssetsAmt
Minimum Investment Return$178,251MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$178,251MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,596TaxBasedOnInvestmentIncomeAmt
Total Tax$1,596TotalTaxAmt
Distributable Before Adj$176,655DistributableBeforeAdjAmt
Distributable Before Ded$176,655DistributableBeforeDedAmt
Distributable As Adjusted$176,655DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$176,655DistributableAsAdjustedAmt
Undistributed Income PY$155,204UndistributedIncomePYAmt
Taxable2$155,204Taxable2Amt
Undistributed Income CY$176,655UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGREGORY COURINGTONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1251 PRIVATE ROAD 1490AddressLine1Txt
CityLONGVIEWCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75605ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8705406112RecipientPhoneNum
Form And Info And MaterialsNAME OF ORGANIZATION, STATEMENT OF AMOUNT REQUESTED AND USE OF FUNDS, COPY OR PROOF OF IRS DETERMINATION LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesACCEPTED ANYTIME, NOTICE OF APPROVAL/REJECTION WITHIN 2 MO.SubmissionDeadlinesTxt
Restrictions On AwardsALL ORGANIZATIONS MUST QUALIFY AS A SEC 501(C)(3) OR BE EXEMPT UNDER SIMILAR IRC SECTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTHERN STATES MANHUNT
42 GRANT 36PRATTSVILLEAR72129PUBLICTO ASSIST ALLACTIVITIES$2,000
TRINITY SCHOOL OF TEXAS
P O BOX 4337LONGVIEWTX75606PUBLICANNUAL EDUCATIONFUND$50,300
GROWING VALLEY BAPTIST CHURCH
P O BOX 1549LONGVIEWTX75606PUBLICTO ASSIST ALLRELIGIOUS ACTIVITIES$1,000
WHITE OAK COMMUNITY CHURCH
1501 N WHITE OAK RDWHITE OAKTX75693PUBLICTO ASSIST ALLRELIGIOUS ACTIVITIES$1,500
HARVEST FESTIVAL
703 EDEN DRLONGVIEWTX75605PUBLICTO ASSIST ALLRELIGIOUS ACTIVITIES$5,000
SONS OF CONFEDERATE VETERANS
509 LITTLE STREETLINDALETX75771PUBLICOPERATING BUDGETCONTRIBUTION TO$1,500
AACET
P O BOX 1579CABOTAR72023PUBLICOPERATING BUDGETCONTRIBUTION TO$4,000
HIGHWAY 80 RESCUE MISSION
P O BOX 3223LONGVIEWTX75605PUBLICCONTRIBUTION TOOPERATING BUDGET$4,000
GREGG COUNTY HISTORICAL MUSEUM
P O BOX 3342LONGVIEWTX75606PUBLICCONTRIBUTION TOOPERATING BUDGET$15,000
BOY SCOUTS OF AMERICA
1331 EAST FIFTH STREETTYLERTX75701PUBLICACTIVITIESTO ASSIST ALL$6,000
WINDRIDGE THERAPEUTIC EQUESTRIAN
P O BOX 5932LONGVIEWTX75608PUBLICCONTRIBUTION TOOPERATING BUDGET$30,000
PAWS N PRISON
P O BOX 8707PINE BLUFFAR71611PUBLICOPERATING BUDGETCONTRIBUTION TO$16,500
TEXAS CHAPTER OF AMERICAN FISHERIES
11810 FM 848TYLERTX75707PUBLICOPERATING BUDGETCONTRIBUTION TO$15,000
VETERAN RECOGNITION FOUNDATION
P O BOX 1365LONGVIEWTX75606PUBLICOPERATING BUDGETCONTRIBUTION TO$1,500
WALNUT VALLEY BAPTIST CHURCH
1698 HIGHWAY 7 NORTHHOT SPRINGS VILLAGEAR71909PUBLICRELIGIOUS ACTIVITIESTO ASSIST ALL$5,000
HOUSE OF HOPE
3011 WEST MARSHALLLONGVIEWTX75604PUBLICCONTRIBUTION TOOPERATING BUDGET$2,500
LULU DUBOIS SCHOLARSHIP
302 W COTTON STREETLONGVIEWTX75601PUBLICCONTRIBUTION TOOPERATING BUDGET$500
SALVATION ARMY
PO BOX 1959ATLANTAGA30301PUBLICCONTRIBUTION TOOPERATING BUDGET$500
ARANSAS CO ISD
PO BOX 195ROCKPORTTX78381PUBLICCONTRIBUTION TOOPERATING BUDGET$500
BROKEN ARROW HISTORICAL MUSEUM
400 S MAIN STREETBROKEN ARROWOK74012PUBLICCONTRIBUTION TOOPERATING BUDGET$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$164,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$120,709ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,472ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$131,210ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$131,210TotalIncomeProducingActyAmt

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)
CategoryGREEN, TURNER & ASSOCIATES, INC ACCOUNTING & TAX PREPARATIONCategoryTxt
Amt$3,500Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPUBLICLY TRADED SECURITIESAssetDesc
Gross Sales Price$707,976GrossSalesPriceAmt
Basis$697,504BasisAmt
Total Net$10,472TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$618,707EOYBookValueAmt
EOYFMV$3,619,302EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BROKERAGE FEES$35,813$35,813
OFFICE SUPPLIES$138$138

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