WICKER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WICKER FAMILY FOUNDATION (EIN 41-1990788)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202523089349100527
- 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 Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T17:25:10-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 416192096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYUM & BARENSCHEER PLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3050 METRO DR STE 200 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554251547 | 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 | 411990788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WICKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WICK | BusinessNameControlTxt |
| Phone | 6512336383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28279 ALTESSA WAY | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID P WICKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6512336383 | PhoneNum |
| Signature | 2025-10-21 | 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 | BRANDON DUNIGAN | PreparerPersonNm |
| PTIN | P01253796 | PTIN |
| Phone | 9528544244 | PhoneNum |
| Preparation | 2025-10-31 | 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 | $108,726 | 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 | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $388 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $388 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,600 | GrossSalesPriceAmt |
| Total Rev And Expnss | $8,567 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $437 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $494 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $456 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,507 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,468 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,507 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,968 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,908 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,913 | CashBOYAmt |
| Cash EOY | $824 | CashEOYAmt |
| Cash EOYFMV | $824 | CashEOYFMVAmt |
| Corporate Stock EOY | $113,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,902 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $137,913 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,726 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,626 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,626 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,626 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,626 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $134,287 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $110,380 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $110,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $137,913 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,908 | ExcessRevenueOverExpensesAmt |
| Subtotal | $110,379 | SubtotalAmt |
| Other Decreases | -$1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $110,380 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | MN | 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 | DAVID P WICKER | IndividualWithBooksNm |
| Phone | 6512336383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28279 ALTESSA WAY | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | 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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID P WICKER | ||||||||
| 28279 ALTESSA WAY | BONITA SPRINGS | FL | 34135 | PRESIDENT | 5.00 | $25,000 | $0 | $0 |
| MARY B WICKER | ||||||||
| 6823 ALPINE TRAIL | EDEN PRAIRIE | MN | 55346 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK W GREINER | ||||||||
| 900 SECOND AVE SOUTH 1100 | MINNEAPOLIS | MN | 55402 | ASST SECRETA | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,847 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $133,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,592 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $6,592 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,592 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,592 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,968 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,968 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,592 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $3,096 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $4,880 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,976 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,968 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,592 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,376 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,352 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,096 | ExcessFromYear4Amt |
| Excess From Year1 | $4,880 | ExcessFromYear1Amt |
| Excess From Current Year | $12,376 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID WICKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28279 ALTESSA WAY | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6512336383 | RecipientPhoneNum |
| Submission Deadlines | NO DEADLINES DEFINED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS DEFINED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SAVE SUICIDE AWARENESS | |||||
| 7900 XERXES AVENUE SOUTH | BLOOMINGTON | MN | 55431 | GENERAL SUPPORT | $500 |
| WOUNDED WARRIOR PROJECT | |||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | GENERAL SUPPORT | $1,000 |
| JOYFUL HEART | |||||
| 320 7TH AVENUE STE 161 | BROOKLYN | NY | 11215 | GENERAL SUPPORT | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||
| 225 N MICHIGAN AVE FL | CHICAGO | IL | 60601 | GENERAL SUPPORT | $500 |
| LEE COUNTY COMMUNITY COOPERATIVE IN | |||||
| 3429 DR MARTIN LUTHER KI | FORT MYERS | FL | 33916 | GENERAL SUPPORT | $500 |
| HILLSDALE COLLEGE | |||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | GENERAL SUPPORT | $500 |
| CATHOLIC CHARITIES DIOCESE OF VENIC | |||||
| 1000 PINEBROOK RD | VENICE | FL | 34285 | GENERAL SUPPORT | $500 |
| CATHOLIC CHARITIES TWIN CITIES | |||||
| 1007 E 14TH ST | MINNEAPOLIS | MN | 55404 | GENERAL SUPPORT | $500 |
| TWIN CITIES METRO MEALS ON WHEELS | |||||
| 1200 S WASHINGTON AVE | MINNEAPOLIS | MN | 55415 | GENERAL SUPPORT | $500 |
| SECOND HARVEST HEARTLAND | |||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | GENERAL SUPPORT | $500 |
| SMILE TRAIN | |||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $49 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $388 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,130 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,567 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,567 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $494 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $456 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BROADCOM INC | 2024-06 | PURCHASE | 2024-11 | $23,041 | $25,371 | -$2,330 |
| TOAST INC | 2024-07 | PURCHASE | 2024-12 | $34,559 | $24,099 | $10,460 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB EQUITIES | StockNm |
| EOY Book Value | $113,182 | EOYBookValueAmt |
| EOYFMV | $107,902 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST TO BEGINNING SCHWAB BALANCE | Desc |
| Amt | -$1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| MN SOS FILING | $25 | $13 | $12 |
Comments