DAVID T AND DORRIS E STAPLES FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVID T AND DORRIS E STAPLES FOUNDATION (EIN 33-0723110)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349105167
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T12:01:05-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fischer & Ritchey LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 BOARDWALK STE 201 | AddressLine1Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92078 | 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 | 330723110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID T AND DORRIS E STAPLES | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 7604711100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 BOARDWALK 201 | AddressLine1Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA FISCHER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2025-11-17 | 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 | Barbara Fischer | PreparerPersonNm |
| PTIN | P02162443 | PTIN |
| Phone | 7604711100 | PhoneNum |
| 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 | $9,690,941 | 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 | $211 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $211 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $211 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $195,604 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $195,604 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $195,604 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $265,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $265,521 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $461,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $461,336 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $195,815 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,000 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Net Invst Incm | $54,008 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $458,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $384,328 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $195,815 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Government Obligations BOY | $49,886 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $49,886 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $39,059 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,566,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,642,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,363,073 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,390,288 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,311,034 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,306,281 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,066,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,089,371 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,982,528 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,072,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,093,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,690,941 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,086,430 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,544,766 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,086,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,544,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,086,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,544,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,086,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $458,336 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,544,766 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,544,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | various | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $265,521 | GrossSalesPriceAmt |
| Gain Or Loss | $265,521 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $265,521 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $265,521 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,342 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,342 | SubtotalAmt |
| Tax Based On Investment Income | $5,342 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $253 | EsPenaltyAmt |
| Tax Due | $5,595 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | CA | 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 | WWW.GUIDESTAR.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA FISCHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7604711100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 BOARDWALK SUITE 201 | AddressLine1Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92078 | 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| M JOSEPH BOWE | ||||||
| 950 BOARDWALK SUITE 201 | SAN MARCOS | CA | 92078 | President/Direc | 15.00 | $0 |
| BARBARA FISCHER | ||||||
| 950 BOARDWALK SUITE 201 | SAN MARCOS | CA | 92078 | CFO/Director | 5.00 | $0 |
| KAREN JOBE | ||||||
| 950 BOARDWALK SUITE 201 | SAN MARCOS | CA | 92078 | Director | 2.00 | $0 |
| COLLEEN HEUBLEIN | ||||||
| 950 Boardwalk Suite 201 | San Marcos | CA | 92078 | Secretary | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $5,342 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,342 | TotalTaxAmt |
| Distributable Before Adj | $5,342 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,342 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $137,927 | UndistributedIncomePYAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Taxable2 | $137,927 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $211 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $195,604 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $265,521 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gains distributions | Desc |
| Exclusion | 1 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $195,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $265,521 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $461,336 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES IBONDS TERM (IBTG) | $461,562 | $461,241 |
| ISHARES IBONDS TERM (IBTI) | $466,638 | $462,377 |
| ISHARES IBONDS TERM (IBTF) | $458,882 | $460,407 |
| ISHARES IBONDS TERM (IBTH) | $464,548 | $461,203 |
| ISHARES IBONDS TERM (IBTJ) | $459,404 | $461,053 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS CAPITAL W (FWGIX) | $739,505 | $989,758 |
| AMERICAN FUNDS GROWTH FU (GAFFX) | $435,176 | $1,434,133 |
| AMERICAN FUNDS WA MUTUAL (FWMIX) | $468,045 | $939,182 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $49,886 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $39,059 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN FUNDS NEW PERSP (FNPFX) | AT COST | $50,464 | $94,387 |
| sCHWAB VARIABLE MM (SVUXX) | AT COST | ||
| SCHWAB GOVERNMENT MM (SNVXX) | AT COST | $70,916 | $70,916 |
| ISHARES IBONDS TERM (IBTE) | AT COST | ||
| SPDR DOW JONES (DIA) | AT COST | $186,123 | $777,814 |
| SPDR S&P 500 (SPY) | AT COST | $781,868 | $3,039,411 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $3,000 | LegalFeesAmt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Charles Schwab | CategoryTxt |
| Net Investment Income | $54,008 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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