THE ANISE WALLACE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE ANISE WALLACE FOUNDATION (EIN 58-6468784)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-29
- IRS object ID
- 202612109349100851
- 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
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-29T14:08:16-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581971018 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHALEY HAMMONDS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 KEYS FERRY CT | AddressLine1Txt |
| City | MCDONOUGH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586468784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANISE WALLACE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANIS | BusinessNameControlTxt |
| Phone | 6786374285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3444 TUXEDO ROAD NW | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD FERGUSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4048420013 | PhoneNum |
| Signature | 2026-07-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTY GAILEY | PreparerPersonNm |
| PTIN | P01319876 | PTIN |
| Phone | 7709141040 | PhoneNum |
| Preparation | 2026-07-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,018,213 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $80,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,381 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $80,381 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $108,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,388 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $80,388 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,385 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,625 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $899 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,388 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80,388 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,032 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $670,901 | CorporateStockBOYAmt |
| Corporate Stock EOY | $714,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,003,181 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $677,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $729,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,018,213 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $677,735 | RetainedEarningBOYAmt |
| Retained Earning EOY | $729,606 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $677,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $729,606 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $677,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $729,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $677,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,871 | ExcessRevenueOverExpensesAmt |
| Subtotal | $729,606 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $729,606 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,117 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,117 | SubtotalAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $320 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | 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 | BRAD FERGUSON | IndividualWithBooksNm |
| Phone | 4047486287 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3444 TUXEDO ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD FERGUSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3444 TUXEDO ROAD | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $14,385 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $953,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $969,068 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $969,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $954,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,117 | TotalTaxAmt |
| Distributable Before Adj | $46,610 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,610 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,610 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,731 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $22,659 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,659 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,731 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $35,019 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,659 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,659 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,019 | TotalCorpusAmt |
| Undistributed Income CY | $23,951 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $35,019 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $35,019 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRAD FERGUSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3444 TUXEDO DRIVE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4047486287 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMS OR MATERIALS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| FIRST PRESBYTERIAN CHURCH OF ATLANT | |||||||
| 1325 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $30,000 | |
| ATLANTA BELTLINE PARTNERSHIP | |||||||
| 970 JEFFERSON STREET NW | ATLANTA | GA | 30318 | PC | GENERAL SUPPORT | $2,500 | SUITE 4 |
| GEORGIA AQUARIUM | |||||||
| 225 BAKER STREET NW | ATLANTA | GA | 30313 | PC | GENERAL SUPPORT | $1,500 | |
| ARTS ATLANTA | |||||||
| PO BOX 8983 | ATLANTA | GA | 31106 | PC | GENERAL SUPPORT | $2,500 | |
| ATLANTA BOTANICAL GARDEN | |||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $3,000 | |
| PIEDMONT HOSPITAL FOUNDATION | |||||||
| 2001 PEACHTREE RD NE | ATLANTA | GA | 30309 | PC | GENERAL SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,292 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $28,292 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,680 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,625 | Amt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | 50300 | ElectionDesc |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AMERICAN FUNDAMENTAL INVESTORS FUND | 2017-08 | PURCHASE | 2025-10 | $4,850 | $3,053 | $1,797 |
| AMERICAN GROWTH FUND OF AMERICA | 2013-12 | PURCHASE | 2025-06 | $3,007 | $1,594 | $1,413 |
| AMERICAN GROWTH FUND OF AMERICA | 2014-12 | PURCHASE | 2025-06 | $79 | $35 | $44 |
| AMERICAN GROWTH FUND OF AMERICA | 2014-12 | PURCHASE | 2025-06 | $1,583 | $835 | $748 |
| AMERICAN GROWTH FUND OF AMERICA | 2014-12 | PURCHASE | 2025-06 | $25,331 | $13,360 | $11,971 |
| AMERICAN GROWTH FUND OF AMERICA | 2014-12 | PURCHASE | 2025-10 | $11,250 | $5,274 | $5,976 |
| AMERICAN CAPITAL WORLD GROWTH & INC | 2007-12 | PURCHASE | 2025-10 | $4,300 | $2,446 | $1,854 |
| AMERICAN CAP INC BLDR | 2007-02 | PURCHASE | 2025-10 | $9,000 | $7,062 | $1,938 |
| AMERICAN SMALL CAP WORLD FUND | 2007-02 | PURCHASE | 2025-10 | $5,600 | $3,049 | $2,551 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CAPITAL WORLD GROWTH & INC. | $82,524 | $124,062 |
| AMERICAN CAPITAL INCOME BUILDER | $203,744 | $259,453 |
| AMERICAN CAPITAL SMALL WORLD | $108,879 | $161,130 |
| AMERICAN GROWTH FUND OF AMERICA | $220,136 | $318,433 |
| AMERICAN FUNDAMENTAL INVESTORS | $99,291 | $140,103 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $899 | Amt |
Comments