BETA

CUMMING 2000 CHARITABLE TRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CUMMING 2000 CHARITABLE TRUST (EIN 16-6513818)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-10
IRS object ID
202620709349100107
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)
Return2026-03-10T16:13:16-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN166513818EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cumming 2000 Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCUMMBusinessNameControlTxt
Foreign Phone5856946229ForeignPhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13880 NOBEL DR BELMONT VILLAGE 1202AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonald CummingPersonNm
Person TitleTrusteePersonTitleTxt
Phone5856946229PhoneNum
Signature2026-03-11SignatureDt
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$430,547FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$95InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$95InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,538DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,538DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,221NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,357GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,221CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$30,854TotalRevAndExpnssAmt
Total Net Invst Incm$30,854TotalNetInvstIncmAmt
Taxes Rev And Expnss$61TaxesRevAndExpnssAmt
Taxes Net Invst Incm$61TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$61TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,061TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,793ExcessRevenueOverExpensesAmt
Net Investment Income$30,793NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Sav And Temp Cash Invst BOY$14,566SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,495SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,495SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$0AcctRcvblAmt
Acct Rcvbl Allwnc Dbtfl Acct$0AcctRcvblAllwncDbtflAcctAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl$0PledgesRcvblAmt
Pledges Rcvbl Allwnc Dbtfl Acct$0PledgesRcvblAllwncDbtflAcctAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Grants Receivable BOY$0GrantsReceivableBOYAmt
Grants Receivable EOY$0GrantsReceivableEOYAmt
Grants Receivable EOYFMV$0GrantsReceivableEOYFMVAmt
Inventories BOY$0InventoriesBOYAmt
Inventories EOY$0InventoriesEOYAmt
Inventories EOYFMV$0InventoriesEOYFMVAmt
Prepaid Expenses BOY$0PrepaidExpensesBOYAmt
Prepaid Expenses EOY$0PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$0PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$376,300CorporateStockBOYAmt
Corporate Stock EOY$402,052CorporateStockEOYAmt
Corporate Stock EOYFMV$402,052CorporateStockEOYFMVAmt
Mortgage Loans BOY$0MortgageLoansBOYAmt
Mortgage Loans EOY$0MortgageLoansEOYAmt
Mortgage Loans EOYFMV$0MortgageLoansEOYFMVAmt
Total Assets BOY$390,866TotalAssetsBOYAmt
Total Assets EOY$430,547TotalAssetsEOYAmt
Total Assets EOYFMV$430,547TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$0GrantsPayableEOYAmt
Deferred Revenue BOY$0DeferredRevenueBOYAmt
Deferred Revenue EOY$0DeferredRevenueEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$390,866CapitalStockBOYAmt
Capital Stock EOY$430,547CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$390,866TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$430,547TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$390,866TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$430,547TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$390,866TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,793ExcessRevenueOverExpensesAmt
Other Increases$28,888OtherIncreasesAmt
Subtotal$430,547SubtotalAmt
Tot Net Ast Or Fund Balances EOY$430,547TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded Security - Mutual Fund SharePropertyDesc
Gross Sales Price$30,357GrossSalesPriceAmt
Cost Or Other Basis$3,136CostOrOtherBasisAmt
Gain Or Loss$27,221GainOrLossAmt
Gains Minus Excess Or Losses$27,221GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$27,221CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$428InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$428SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$428TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$428TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Address-- DNA --WebsiteAddressTxt
Individual With BooksDonald John CummingIndividualWithBooksNm
Phone5856946229PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13880 NOBEL DRAddressLine1Txt
Address Line2BELMONT VILLAGE 1202AddressLine2Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92122ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Donald John Cumming
3880 NOBEL DRApt 1202SAN DIEGOCA92122Trustee1.00$0$0$0
Judith Cumming
3880 NOBEL DRApt 1202SAN DIEGOCA92122Trustee0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$385,176AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$405,176TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$405,176AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,078CashDeemedCharitableAmt
Net Vl Noncharitable Assets$399,098NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,955MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,955MinimumInvestmentReturnAmt
Tax Based On Investment Income$428TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$428TotalTaxAmt
Distributable Before Adj$19,527DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,527DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,527DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,527DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$20,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Applied To Current Year$19,527AppliedToCurrentYearAmt
Remaining Distri From Corpus$473RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$473TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$473ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$473ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bison Fund
280 Delaware AvenueBuffaloNY14202PFScholarships for poor children$7,500
Fisher House Foundation
Fisher House FoundationRockvilleMD20850PFSupport for wounded veterans and families$2,500
Third Presbyterian
4 Meigs StreetRochesterNY14607PFCommunity outreach for disadvantaged individuals$2,500
Guiding eyes for the blind
611 Granite Springs RoadYorktown HeightsNY10596PFProvide training and placement for seeing eye dogs$2,500
Doctors without borders
P O Box 5022HagerstownMD21741PFProvide medical care to individuals regardless of location circumstance or politics$2,500
HUGS Foundation
973 East AvenueRochesterNY14607PFProvide medical care to poor children in countries suffering high rates of disfiguring cleft lip etc.$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$95ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$3,538ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$27,221RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,633ExclusionAmt
Related Or Exempt Function Incm$27,221RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,854TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementSale of securities needed to fund gifting missionRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Cash Distribution Expln Stmt CashDistributionExplnStmt

FieldValueIRS element (for citing)
ExplanationTBProvidedExplanationTxt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationLeft NY which required registration in 2023. MI did not require registration since we conducted no events or raised money within the state. Moved into CA effective 01 01 26 and will determine future requirements.ExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetQQQ ETFAssetDesc
Acquired2012-05AcquiredDt
How AcquiredPurchaseHowAcquiredTxt
Sold2025-10SoldDt
Gross Sales Price$30,357GrossSalesPriceAmt
Basis$3,136BasisAmt
Sales Expense$0SalesExpenseAmt
Total Net$30,357TotalNetAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockETFs QQQ and VTI. Corporate stock AAPL.StockNm
EOY Book Value$402,052EOYBookValueAmt
EOYFMV$402,052EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized increases in equity portfolio valuesDesc
Amt$28,888Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome taxCategoryTxt
Amt$61Amt
Net Investment Income$61NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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