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JOYCE AND RANDY SECKMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JOYCE AND RANDY SECKMAN CHARITABLE FOUNDATION (EIN 58-6429965)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-02-25
IRS object ID
202620569349100712
Schema version
2025v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-02-25T11:12:16-06:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873471347PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SARAH EDWARDS CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1512 PARK AVE SEAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30312ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN586429965EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOYCE & RANDY SECKMAN CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOYCBusinessNameControlTxt
Phone8509161548PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11454 WATERFORD GREEN COURTAddressLine1Txt
CityMARIETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30068ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN SECKMANPersonNm
Person TitleMANAGERPersonTitleTxt
Phone8509161548PhoneNum
Signature2026-02-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH EDWARDSPreparerPersonNm
PTINP01534418PTIN
Phone3038081749PhoneNum
Preparation2026-02-25PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$425,998FMVAssetsEOYAmt
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$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,574DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,574DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,574DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$28,138NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$274,968GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$17,554TotalRevAndExpnssAmt
Total Net Invst Incm$10,584TotalNetInvstIncmAmt
Total Adj Net Incm$10,584TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$110TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$790OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,750TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$30,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,304ExcessRevenueOverExpensesAmt
Net Investment Income$10,584NetInvestmentIncomeAmt
Adjusted Net Income$10,584AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,483SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,801SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,801SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$451,211CorporateStockBOYAmt
Corporate Stock EOY$413,281CorporateStockEOYAmt
Corporate Stock EOYFMV$406,197CorporateStockEOYFMVAmt
Total Assets BOY$488,694TotalAssetsBOYAmt
Total Assets EOY$433,082TotalAssetsEOYAmt
Total Assets EOYFMV$425,998TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$488,694NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$433,082NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$488,694TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$433,082TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$488,694TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$433,082TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$488,694TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,304ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$437,390SubtotalAmt
Other Decreases$4,308OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$433,082TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB #9732P2025-12-31$83,624$91,959-$8,335-$8,335
CHARLES SCHWAB #9732P2025-12-31$187,708$211,147-$23,439-$23,439
CAPITAL GAINS DIVIDENDSP$3,636$3,636$3,636
FieldValueIRS element (for citing)
Capital Gain Net Income-$28,138CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$8,335NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$147InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$147SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$147TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$625EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$625TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$478OverpaymentAmt
Applied To ES Tax$478AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN SECKMANIndividualWithBooksNm
Phone4045602460PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11454 WATERFORD GREEN COURTAddressLine1Txt
CityMARIETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30068ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJOHN R SECKMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11454 WATERFIRD GREEN COURTAddressLine1Txt
CityMARIETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30068ZIPCd
FieldValueIRS element (for citing)
TitleCEOTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$1,200CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$437,574AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,806AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$471,380TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$471,380AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,071CashDeemedCharitableAmt
Net Vl Noncharitable Assets$464,309NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,215MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,215MinimumInvestmentReturnAmt
Tax Based On Investment Income$147TaxBasedOnInvestmentIncomeAmt
Total Tax$147TotalTaxAmt
Distributable Before Adj$23,068DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,068DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,068DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,068DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$37,006ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$51,208ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,567ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,060ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,596ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$105,437TotalExcessDistributionCyovAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,068AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,932RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$112,369TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$37,006ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$75,363ExcessDistriCyovToNextYrAmt
Excess From Year4$51,208ExcessFromYear4Amt
Excess From Year3$5,567ExcessFromYear3Amt
Excess From Year2$6,060ExcessFromYear2Amt
Excess From Year1$5,596ExcessFromYear1Amt
Excess From Current Year$6,932ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN SECKMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11454 WATERFORD GREEN COURTAddressLine1Txt
CityMARIETTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30068ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4045642460RecipientPhoneNum
Recipient Email AddressJRSECK@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMUST BE IN KEEPING WITH THE FOUNDATION'S CHARTER. I.E. EDUCATIONAL, RELIGIOUS, CHARITABLE OR HUMANITARIAN.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GEORGIA TECH FOUNDATION
177 NORTH AVEATLANTAGA30332PFEDUCATIONAL$200
REDEEMER PRESBYTERIAN CHURCH
1046 MILLER STREETWINSTONSALEMNC27103PFRELIGIOUS$15,000
CARSON NEWMAN FOOTBALL BOOSTERS
2130 S BRANNER AVEJEFFERSON CITYNC37760PFCHARITABLE$100
UNIVERSITY OF ALABAMA ALUMNI FUND
PO BOX 870101TUSCALOOSAAL35487PFEDUCATIONAL$250
OSBORNE HIGH SCHOOL PTA
3451 FAVOR RDMARIETTAGA30060PFEDUCATIONAL$200
TURNING POINT USA
4940 E BEVERLY RDPHOENIXAZ85044PFEDUCATIONAL$5,000
CITY SPRINGS THEATRE COMPANY
8601 BUNWOODY PLACESANDY SPRINGSGA30350PFLITERARY$1,000
EMORY EYE CENTER FUND FOR EXCELLENCE
1365 CLIFTON RDATLANTAGA30322PFEDUCATIONAL$1,000
CINCINNATI CHILDREN'S HOSPITAL
3333 NURNET AVECINCINNATIOH45229PFHUMANITARIAN$1,650
SAVOY AUTO MUSEUM
3 SAVOY LANECARTERSVILLEGA30120PFEDUCATIONAL$100
CHATTAHOOCHEE NATURE CENTER
9136 WILLEO RDROSWELLGA30076PFHUMANITARIAN$2,500
GEORGIA CENTER FOR NONPROFITS
881 MEMORIAL DR SE 1001ATLANTAGA30316PFCHARITABLE$250
GOOD MEWS ANIMAL FOUNDATION
3805 ROBINSON RDMARIETTAGA30068PFCHARITABLE$250
NMDP
500 N 5TH STMINNEAPOLISMN55401PFCHARITABLE$2,000
THE LOVETT SCHOOL
4075 WEST PACES FERRY RDATLANTAGA30327PFEDUCATIONAL$100
CHATTAHOOCHEE NATIONAL PARK CONSERVANCY
PO BOX 769332ROSWELLGA30076PFCHARITABLE$250
WOUNDED WARRIOR PROJECT
4899 BELFOR RD 300JACKSONVILLEFL32256PFHUMANITARIAN$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,574ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,636ExclusionAmt
Related Or Exempt Function Incm-$31,774RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,220ExclusionAmt
Related Or Exempt Function Incm-$31,774RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$17,554TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,650Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockOTHER INVESTMENTSStockNm
EOY Book Value$413,281EOYBookValueAmt
EOYFMV$406,197EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED FMV ADJUSTMENTDesc
Amt$4,308Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$790RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES - CHARLES SCHWAB #9732CategoryTxt
Amt$110Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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