DESAI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DESAI FOUNDATION (EIN 20-5845478)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349101841
- 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
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T15:26:16-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267168 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLODZIEJ EISEN & FEY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10061 W LINCOLN HWY | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60423 | 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 | 205845478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DESAI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DESA | BusinessNameControlTxt |
| Phone | 2484707207 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29066 CHATEAU CT | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48334 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TEJAL HARSHAD DESAI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2484707207 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN S KOLODZIEJ | PreparerPersonNm |
| PTIN | P00915461 | PTIN |
| Phone | 8154691361 | PhoneNum |
| Preparation | 2025-11-11 | 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 | $2,299,249 | 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 | $2,714 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,714 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $83,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,529 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,495 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,008 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,686 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $322 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,597 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $932 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $665 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,482 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,351 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,351 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,183 | CashBOYAmt |
| Cash EOY | $32,956 | CashEOYAmt |
| Cash EOYFMV | $32,956 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,433,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,409,156 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,266,293 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,450,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,442,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,299,249 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,450,215 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,442,112 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,450,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,442,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,450,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,442,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,450,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,320 | OtherIncreasesAmt |
| Subtotal | $1,442,112 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,442,112 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $652 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $652 | SubtotalAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $688 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | 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 | TEJAL H DESAI | IndividualWithBooksNm |
| Phone | 8159330900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11055 VENEZIA DRIVE | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60423 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| TEJAL HARSHAD DESAI | ||||||||
| 11055 VENEZIA DRIVE | FRANKFORT | IL | 60423 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RUPAL DESAI | ||||||||
| 151 HEMISPHERE | IRVINE | CA | 92620 | TREASURER | 1.00 | $0 | $0 | $0 |
| SAROJINI DESAI | ||||||||
| 101 HOLLY SPRINGS | IRVINE | CA | 92618 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SAROJINI DESAI | ||||||||
| 101 HOLLY SPRINGS | IRVINE | CA | 92618 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUPAL DESAI | ||||||||
| 151 HEMISPHERE | IRVINE | CA | 92620 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HARSHAD DESAI | ||||||||
| 101 HOLLY SPRINGS | IRVINE | CA | 92618 | DIRECTOR | 1.00 | $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 | $1,855,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,880,762 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,880,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,852,551 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $652 | TotalTaxAmt |
| Distributable Before Adj | $91,976 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,976 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,976 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,833 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,833 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,976 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $53,052 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,702 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $92,754 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,833 | QualifyingDistributionsAmt |
| Applied To Current Year | $75,833 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $16,143 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,143 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,611 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,909 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,702 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DIVINE SHAKTI FOUNDATION | |||||||
| 14403 MCKINLEY RIDGE | LOUISVILLE | KY | 40245 | NONE | NON-PROFIT | CHARITY | $50,301 |
| SHRINATHJI HAVELI | |||||||
| 1882 MCGAW AVE | IRVINE | CA | 92614 | NONE | NON-PROFIT | CHARITY | $145 |
| MANDIR | |||||||
| 1861 REYNOLDS AVE | IRVINE | CA | 92614 | NONE | NON-PROFIT | CHARITY | $5,102 |
| BHARTIYA TEMPLE | |||||||
| 6850 N ADAMS RD | TROY | MI | 48098 | NONE | NON-PROFIT | CHARITY | $101 |
| NATIONAL MS SOCIETY | |||||||
| 525 W MONROE STREET 1510 | CHICAGO | IL | 60661 | NONE | NON-PROFIT | CHARITY | $501 |
| ART OF LIVING | |||||||
| 1251 N PLUM GROVE RD | SCHAUMBURG | IL | 60173 | NONE | NON-PROFIT | CHARITY | $201 |
| DARTMOUTH COLLEGE | |||||||
| 6016 MCNUTT HALL | HANOVER | NH | 03755 | NONE | NON-PROFIT | CHARITY | $11,000 |
| EDWARD FOUNDATION | |||||||
| 801 S WASHINGTON STREET | ELMHURST | IL | 60126 | NONE | NON-PROFIT | CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,351 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,714 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,499 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,529 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,499 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,028 | 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) |
|---|---|---|
| Amt | $2,495 | Amt |
| Disbursements Charitable Prps | $2,495 | 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 |
|---|---|---|---|---|---|---|
| UST NOTE | ||||||
| UST NOTE | 2023-03 | PURCHASE | 2024-02 | $47,000 | $47,000 | |
| (no name) | ||||||
| DFA US COR | 2015-01 | PURCHASE | 2024-12 | $25,000 | $10,625 | $14,375 |
| (no name) | ||||||
| UST NOTE | 2023-09 | PURCHASE | 2024-09 | $51,000 | $51,000 | |
| (no name) | ||||||
| VNGRD LFSTR | 2019-04 | PURCHASE | 2024-12 | $25,000 | $19,876 | $5,124 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LPL FINANCIAL 6525 | $1,409,156 | $2,266,293 |
| UNREALIZED GAIN ON STOCK |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASES | Desc |
| Amt | $1,320 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| AGENT FEES | $322 | $322 | |
| MANAGEMENT FEES | $15,686 | $15,686 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| $665 | $665 | ||
| $932 | FOREIGN TAX PAID | $932 |
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