SOLWAY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOLWAY FOUNDATION (EIN 93-4824630)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349101712
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:17:49-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454265166 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY & HILL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 NORWOOD STE 406 | AddressLine1Txt |
| City | HURST | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76054 | 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 | 934824630 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOLWAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLW | BusinessNameControlTxt |
| Phone | 8174560417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3851 BLACK CANYON ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BUCHANAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8174560417 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS HILL | PreparerPersonNm |
| PTIN | P00180846 | PTIN |
| Phone | 8172828008 | PhoneNum |
| Preparation | 2025-11-10 | 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 | $1,061,111 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,865 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,592 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,643 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $50,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,508 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,592 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,332 | OtherProfFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,392 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,392 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,392 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,657 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,592 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $293 | CashBOYAmt |
| Cash EOY | $15,000 | CashEOYAmt |
| Cash EOYFMV | $15,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $751,450 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,395 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,395 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $250,781 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,025,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,025,716 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,002,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,061,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,061,111 | TotalAssetsEOYFMVAmt |
| Deferred Revenue EOY | $76,244 | DeferredRevenueEOYAmt |
| Total Liabilities EOY | $76,244 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,002,524 | CapitalStockBOYAmt |
| Retained Earning EOY | $984,867 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,002,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $984,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,002,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,061,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,002,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,657 | ExcessRevenueOverExpensesAmt |
| Subtotal | $984,867 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $984,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,643 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $243 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $243 | SubtotalAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $243 | 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 |
| 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 | DAVID BUCHANAN | IndividualWithBooksNm |
| Phone | 8174560417 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3851 BLACK CANYON ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KRISTIN BUCHANAN | ||||||||
| 3851 BLACK CANYON ROAD | FORT WORTH | TX | 76109 | SECRETARY | 5.00 | $0 | $0 | $0 |
| KRISTIN BUCHANAN | ||||||||
| 3851 BLACK CANYON ROAD | FORT WORTH | TX | 76109 | TREASURER | 5.00 | $0 | $0 | $0 |
| DAVID BUCHANAN | ||||||||
| 3851 BLACK CANYON ROAD | FORT WORTH | TX | 76109 | PRESIDENT | 10.00 | $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 | $884,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $969,296 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $969,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $954,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $243 | TotalTaxAmt |
| Distributable Before Adj | $47,495 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,495 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,495 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,392 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,392 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,495 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $4,621 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,621 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,392 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,897 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,518 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,621 | ExcessFromYear1Amt |
| Excess From Current Year | $2,897 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID BUCHANAN | ContributingManagerNm |
| Contributing Manager | KRISTIN BUCHANAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST JUDE | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 501C3 | CANCER TREATMENT | $22,463 |
| BROACH FOUNDATION | ||||||
| 2726 BISSONNET STE 240-60 | HOUSTON | TX | 77005 | 501C3 | CANCER TREATMENT | $5,000 |
| MCCLEAN | ||||||
| 3816 STADIUM DR | FORT WORTH | TX | 76109 | EDUCATION | $1,158 | |
| PURE ADEVENTURE | ||||||
| PO BOX 101104 | FORT WORTH | TX | 76185 | PARENTAL CONNECTION TOOLS | $5,000 | |
| OVERTON PARK | ||||||
| 4865 BRIARHAVEN RD | FORT WORTH | TX | 76109 | EDUCATION | $1,000 | |
| DSPNT | ||||||
| 1000 BONNIE BRAE AVE STE | FORT WORTH | TX | 76111 | DOWN SYNDROME RESEARCH | $1,119 | |
| THE WARM PLACE | ||||||
| 809 LIPSCOMB ST | FORT WORTH | TX | 76107 | 501C3 | GRIEF SUPPORT | $14,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,392 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,592 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $13,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,567 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ENHANCE CHILDRENS LIVES |
| 8 | ENHANCE CHILDRENS LIVES |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID BUCHANAN | ||||||
| 1 | 3851 BLACK CANYON | FORT WORTH | TX | 76109 | $7,500 | Yes (X) |
| KRISTIN BUCHANAN | ||||||
| 2 | 3851 BLACK CANYON | FORT WORTH | TX | 76109 | $7,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $6,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| EDWARD JONES SECURITIES | PURCHASE | $25,547 | $22,836 | $2,711 |
| EDWARD JONES SECURITIES | PURCHASE | $38,943 | $29,322 | $9,621 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDWARD JONES - STOCKS | $71,881 | $71,881 |
| EDWARD JONES - ETFS | $641,466 | $641,466 |
| EDWARD JONES - MUTUAL FUNDS | $312,369 | $312,369 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDWARD JONES FEES | CategoryTxt |
| Amt | $11,332 | Amt |
Comments