WELZ FAMILY CHILDRENS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WELZ FAMILY CHILDRENS FOUNDATION (EIN 68-6190796)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-17
- IRS object ID
- 202632299349100238
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-17T12:15:53-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593777666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROADSTREET FINANCIAL GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PROVIDENCE MINE RD STE 110 | AddressLine1Txt |
| City | NEVADA CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95959 | 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 | 686190796 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELZ FAMILY CHILDREN'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELZ | BusinessNameControlTxt |
| Phone | 5302725535 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3046 | AddressLine1Txt |
| City | GRASS VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95945 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDY BAGLEY | PersonNm |
| Person Title | SECRETARYTREASURER | PersonTitleTxt |
| Phone | 5302725535 | PhoneNum |
| Signature | 2026-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | P A GLEICHER | PreparerPersonNm |
| PTIN | P00402382 | PTIN |
| Phone | 5302652860 | PhoneNum |
| Preparation | 2026-08-17 | 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 | $584,945 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $55,296 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $55,296 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $13,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,048 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $71,499 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $350 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $502 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $14,082 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $32,461 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $47,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,389 | CashBOYAmt |
| Cash EOY | $14,093 | CashEOYAmt |
| Cash EOYFMV | $14,093 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,104 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $597 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $34,233 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,805 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,805 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $744,046 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $268,596 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $489,252 | LandBOYAmt |
| Land EOY | $475,450 | LandEOYAmt |
| Land EOYFMV | $475,450 | LandEOYFMVAmt |
| Total Assets BOY | $568,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $584,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $584,945 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,017 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,880 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,017 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,880 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $563,961 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $580,065 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $563,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $580,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $568,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $584,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $563,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,104 | ExcessRevenueOverExpensesAmt |
| Subtotal | $580,065 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $580,065 | TotNetAstOrFundBalancesEOYAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | JUDY BAGLEY SECRETARYTREASURER | IndividualWithBooksNm |
| Phone | 5302725535 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3046 | AddressLine1Txt |
| City | GRASS VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95945 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JUDY BAGLEY | ||||||
| PO BOX 3046 | GRASS VALLEY | CA | 95945 | SEC/TREASURER | 010.00 | $0 |
| LENDA WELZ | ||||||
| 625 ESKATON CIR | GRASS VALLEY | CA | 95945 | DIRECTOR | 010.00 | $0 |
| HOSEA BOSTIC | ||||||
| 101 REICH LN | PORT ANGELES | WA | 98632 | PRESIDENT | 010.00 | $0 |
| JUDY MICKEL | ||||||
| 64 MISSOURI LOOP | TOSTON | MT | 59643 | DIRECTOR | 010.00 | $0 |
| STEVE BAKER | ||||||
| PO BOX 992 | CEDAR RIDGE | CA | 95924 | DIRECTOR | 000.00 | $0 |
| VICKI DAY | ||||||
| PO BOX 628 | NEVADA CITY | CA | 95959 | DIRECTOR | 000.00 | $0 |
| JOHN JEFFREY | ||||||
| 11442 N BLOOMFIELD RD | NEVADA CITY | CA | 95959 | DIRECTOR | 000.00 | $0 |
| FRANS VELTHUIJSEN | ||||||
| 13676 LAVA CAP MINE RD | NEVADA CITY | CA | 95959 | DIRECTOR | 000.00 | $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 | PROVIDE LOW COST OFFICE SPACE TO NON PROFIT ORGANIZATIONS SERVING CHILDREN. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | OBTAIN RENT FROM PROFIT TENANTS TO GENERATE INCOME FOR DISTRIBUTION TO CHILDRENS' CHARITIES | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | REDUCED RENT TO NON PROFITS OF NEVADA COUNTY | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,085 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,250 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,935 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $8,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $120,935 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $24,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $96,335 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,085 | ExcessFromYear4Amt |
| Excess From Year3 | $21,250 | ExcessFromYear3Amt |
| Excess From Year2 | $23,000 | ExcessFromYear2Amt |
| Excess From Year1 | $25,000 | ExcessFromYear1Amt |
| Excess From Current Year | $8,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LENDA WELZ | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILD ADVOCATE OF NEVADA COUNTY | ||||||
| 200 PROVIDENCE MINE RD STE 210 | NEVADA CITY | CA | 95959 | PC | SPONSORSHIP FOR CHILDREN TO CHILDREN BENEFIT CONCERT | $3,000 |
| BRIGHT FUTURES FOR YOUTH | ||||||
| POB 1362 | GRASS VALLEY | CA | 95945 | PC | SPONSOR BOWL FOR KIDS SAKE PALS PROGRAM | $3,000 |
| MUSIC IN THE MOUNTAINS | ||||||
| 465 S AUBURN ST | GRASS VALLEY | CA | 95945 | PC | YOUTH MUSIC COMPETITION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $55,296 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,051 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,152 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $71,499 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,499 | 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 | INCOME TAX PREPARATION | CategoryTxt |
| Amt | $350 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| RENTAL BUILDING | 2004-08-05 | $484,891 | $248,049 | S/L | 0000000040.000000000000 | $12,122 |
| MAJOR REPAIRS | 2018-04-25 | $17,648 | $3,033 | S/L | 0000000039.000000000000 | $452 |
| BUILDING IMPROVEMENTS | 2018-04-25 | $2,000 | $342 | S/L | 0000000039.000000000000 | $51 |
| BUILDING IMPROVEMENTS | 2020-07-01 | $8,399 | $959 | S/L | 0000000039.000000000000 | $215 |
| BUILDING IMPROVEMENTS | 2021-07-01 | $19,648 | $1,743 | S/L | 0000000039.000000000000 | $504 |
| BUILDING IMPROVEMENTS | 2023-07-01 | $17,860 | $668 | S/L | 0000000039.000000000000 | $458 |
| MAJOR REPAIRS | 2025-06-06 | $20,145 | S/L | 0000000039.000000000000 | $280 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | KLA CORP | AssetDesc |
| Acquired | 1993-09 | AcquiredDt |
| How Acquired | D | HowAcquiredTxt |
| Sold | 2025-07 | SoldDt |
| Gross Sales Price | $23,102 | GrossSalesPriceAmt |
| Basis | $9,950 | BasisAmt |
| Basis Method | FMV | BasisMethodTxt |
| Total Net | $13,152 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $94,805 | BookValueAmt |
| EOYFMV | $94,805 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS | $484,891 | $260,171 | $224,720 | $224,720 |
| IMPROVEMENTS | $65,555 | $8,425 | $57,130 | $57,130 |
| LAND | $193,600 | $193,600 | $193,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| REIMBURSEMENT | $530 |
| MISC | $62 |
| RENTAL EXPENSES | $31,006 |
| OFFICE EXPENSES | $863 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $3,048 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE DEPOSITS | Desc |
| BOY Book Value | $5,017 | BOYBookValueAmt |
| EOY Book Value | $4,880 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INCOME | $452 |
| REGSITRY OF CHARITABLE TRUSTS | $50 |
Comments