BETA

BOSS FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BOSS FAMILY FOUNDATION (EIN 20-1781297)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-30
IRS object ID
202612119349101211
Schema version
2025v4.1
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)
Return2026-07-30T16:13:48-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN950858589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUTCHINSON & BLOODGOOD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST CARRILLO STREET SUITE 303AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201781297EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOSS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOSSBusinessNameControlTxt
Phone8059621213PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1246 SANTA ROSA LANE 200AddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUGH M BOSSPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8059621213PhoneNum
Signature2026-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJESSICA MOITOZAPreparerPersonNm
PTINP01282487PTIN
Phone8059631837PhoneNum
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$890,068FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$15,465DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,465DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$50,761NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$51,589GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,761CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$66,226TotalRevAndExpnssAmt
Total Net Invst Incm$66,226TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$636TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$21OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$657TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$21TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,757TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,121TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,469ExcessRevenueOverExpensesAmt
Net Investment Income$66,226NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,665CashBOYAmt
Cash EOY$18,962CashEOYAmt
Cash EOYFMV$18,962CashEOYFMVAmt
Corporate Stock BOY$2,161CorporateStockBOYAmt
Corporate Stock EOY$1,333CorporateStockEOYAmt
Corporate Stock EOYFMV$234,155CorporateStockEOYFMVAmt
Other Investments BOY$306,595OtherInvestmentsBOYAmt
Other Investments EOY$306,595OtherInvestmentsEOYAmt
Other Investments EOYFMV$636,951OtherInvestmentsEOYFMVAmt
Total Assets BOY$317,421TotalAssetsBOYAmt
Total Assets EOY$326,890TotalAssetsEOYAmt
Total Assets EOYFMV$890,068TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$317,421NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$326,890NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$317,421TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$326,890TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$317,421TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$326,890TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$317,421TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,469ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$326,890SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$326,890TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB #9746P2024-01-012025-07-08$15,602$77$15,525$15,525
CHARLES SCHWAB #4911P2024-01-012025-12-12$35,987$751$35,236$35,236
FieldValueIRS element (for citing)
Capital Gain Net Income$50,761CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$921InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$921SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$921TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$33EsPenaltyAmt
Tax Due$954TaxDueAmt

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
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHUGH BOSSIndividualWithBooksNm
Phone8059621213PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1246 SANTA ROSA LANEAddressLine1Txt
CitySANTA BARBARACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93108ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KELLY BRIGGS BOSS
246 SANTA ROSA LANEMONTECITOCA93108PRESIDENT0.00$0$0$0
HUGH M BOSS
246 SANTA ROSA LANEMONTECITOCA93108SECRETARY0.00$0$0$0
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$846,875AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,562AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$862,437TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$862,437AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,937CashDeemedCharitableAmt
Net Vl Noncharitable Assets$849,500NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,475MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,475MinimumInvestmentReturnAmt
Tax Based On Investment Income$921TaxBasedOnInvestmentIncomeAmt
Total Tax$921TotalTaxAmt
Distributable Before Adj$41,554DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$41,554DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$41,554DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,121ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$56,121QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,554DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$323ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,579ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,422ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,519ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,875ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$56,718TotalExcessDistributionCyovAmt
Qualifying Distributions$56,121QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,554AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,567RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$71,285TotalCorpusAmt
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$323ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$70,962ExcessDistriCyovToNextYrAmt
Excess From Year4$4,579ExcessFromYear4Amt
Excess From Year3$5,422ExcessFromYear3Amt
Excess From Year2$32,519ExcessFromYear2Amt
Excess From Year1$13,875ExcessFromYear1Amt
Excess From Current Year$14,567ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
805 UNDOCUFUND
1010 N H STLOMPOCCA93436NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$2,000
CAMP RAMAH IN CALIFORNIA
6505 WILSHIRE BLVD SUITE 440LOS ANGELESCA90048NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$3,000
CANCER FOUNDATION OF SANTA BARBARA
601 W JUNIPERO STSANTA BARBARACA93105NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$5,000
CLUBBED THUMB
440 LAFAYETTE ST 4TH FLOORNEW YORKNY10003NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$500
DARTMOUTH COLLEGE
7 LEBANON STREET SUITE 302HANOVERNH03755NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$3,500
DIGNITY MOVES
2406 BUSH STSAN FRANCISCOCA94115NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$1,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$2,000
FOUNDATION FOR INDIVIDUAL RIGHTS & EXPRESSION
510 WALNUT ST SUITE 900PHILADELPHIACA19106NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$5,000
HARVARD LAW SCHOOL
PO BOX 412840BOSTONMA02241NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$500
MISSION SCHOLARS
1330 STATE ST SUITE 336SANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$1,000
MONTECITO COMMUNITY FOUNDATION
PO BOX 5001SANTA BARBARACA93150NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$100
PLANNED PARENTHOOD CALIFORNIA CENTRAL COAST
518 GARDEN STSANTA BARBARACA93101NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$20,000
SANSUM CLINIC
PO BOX 1200SANTA BARBARACA93102NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$2,500
SANTA BARBARA NEIGHBORHOOD CLINICS
915 N MILPAS STSANTA BARBARACA93103NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$5,000
TGR FOUNDATION
15440 LAGUNA CANYON RD SUITE 230IRVINECA92618NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$3,000
THE BRIGID ALLIANCE
PO BOX 58NEW YORKNY10025NONEPCIN FURTHERANCE OF SECTION 501(C)(3) EXEMPT PURPOSE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,465ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$50,761ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$66,226ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,226TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB #4911StockNm
EOY Book Value$1,333EOYBookValueAmt
EOYFMV$234,155EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB #4911CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$306,595BookValueAmt
EOYFMV$636,951EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$21RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$21DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$636Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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