Strategy Studio is now furp.org. Same site, same data, new address. Please update your bookmarks (and anything that links to strategystudio.org); old links keep working by sending you here.
DONALD G CURRIE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DONALD G CURRIE FOUNDATION (EIN 26-3232430)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-12
- IRS object ID
- 202630719349101008
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-12T20:45:52-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208507224 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-CITIES TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8511 W CLEARWATER STE C | AddressLine1Txt |
| City | KENNEWICK | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 993369592 | 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 | 263232430 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD G CURRIE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 9362383542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1258 FUJI WAY | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD G CURRIE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9362383542 | PhoneNum |
| Signature | 2026-03-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARREN SZENDRE | PreparerPersonNm |
| PTIN | P00507452 | PTIN |
| Phone | 5095822000 | PhoneNum |
| Preparation | 2026-03-09 | 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 | $1,636,637 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $29,487 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,487 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,487 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $555,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $116,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,515 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $29,490 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $236 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $236 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,075 | AccountingFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,311 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,204 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $29,490 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,769 | CashBOYAmt |
| Cash EOY | $35,454 | CashEOYAmt |
| Cash EOYFMV | $35,454 | CashEOYFMVAmt |
| Corporate Stock BOY | $801,233 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,475,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,475,831 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,485 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $125,352 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $125,352 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $817,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,636,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,636,637 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $817,487 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,636,637 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $817,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,636,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $817,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,636,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $817,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,880 | ExcessRevenueOverExpensesAmt |
| Other Increases | $759,270 | OtherIncreasesAmt |
| Subtotal | $1,636,637 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,636,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $392 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $392 | SubtotalAmt |
| Tax Based On Investment Income | $392 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $392 | 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 | FL | 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 | CAROL CURRIE | IndividualWithBooksNm |
| Phone | 9362383542 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1258 FUJI WAY | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROMY R POINTDEXTER | ||||||||
| 11185 HWY 1277 | SAN AUGUSTINE | TX | 75972 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DONALD G CURRIE | ||||||||
| 1258 FUJI WAY | RICHLAND | WA | 99352 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CAROL CURRIE | ||||||||
| 1258 FUJI WAY | RICHLAND | WA | 99352 | SEC/TREAS | 000.00 | $0 | $0 | $0 |
| CAROL JO RODRIGUEZ | ||||||||
| 1258 FUJI WAY | RICHLAND | WA | 99352 | DIRECTOR | 000.00 | $0 | $0 | $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 |
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 | $791,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $28,782 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $837,991 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $837,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $825,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,271 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,271 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $392 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $392 | TotalTaxAmt |
| Distributable Before Adj | $40,879 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,879 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,879 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,879 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,277 | UndistributedIncomePYAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,277 | AppliedToYear1Amt |
| Applied To Current Year | $34,723 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $6,156 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1258 FUJI WAY | AddressLine1Txt |
| City | RICHLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99352 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9362383542 | RecipientPhoneNum |
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 |
|---|---|---|---|---|---|---|
| NORTH FRANKLIN HERITAGE MUSEUM | ||||||
| 305 N 4TH AVE | PASCO | WA | 99301 | PC | PRESERVE AND PROMOTE FRANKLIN HISTOR | $10,000 |
| ELIJAH FAMILY HOMES | ||||||
| 921 S AUBURN ST | KENNEWICK | WA | 99336 | PC | PROVIDE STABLE HOUSING | $10,000 |
| MID COLUMBIA MEALS ON WHEELS | ||||||
| 1824 FOWLER ST | RICHLAND | WA | 99352 | PC | PROVIDE MEALS TO SENIORS | $5,000 |
| SAN AUGUSTINE CARE SHARE | ||||||
| 104 N MONTGOMERY | SAN AUGUSTINE | TX | 75972 | PC | PANTRY FOOD SERVICES | $10,000 |
| RICHLAND POLICE FOUNDATION | ||||||
| 871 GW WAY | RICHLAND | WA | 99352 | PF | PROVIDE COMMUNITY SUPPORT | $15,000 |
| MY FRIENDS PLACE | ||||||
| 1112 N GRANT ST | KENNEWICK | WA | 99336 | PC | TEENAGE DROP IN SHELTER | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,487 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
| Related Or Exempt Function Incm | $86,676 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $86,676 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,191 | 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 | $1,075 | Amt |
| Net Investment Income | $1,075 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | 2015-03 | PURCHASE | 2025-10 | $26,021 | $4,083 | $21,938 |
| MORGAN STANLEY | 2015-03 | PURCHASE | 2025-10 | $34,843 | $14,360 | $20,483 |
| MORGAN STANLEY | 2025-02 | PURCHASE | 2025-07 | $356,763 | $354,419 | $2,344 |
| MORGAN STANLEY | 2015-03 | PURCHASE | 2025-07 | $137,566 | $95,655 | $41,911 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,475,831 | EOYBookValueAmt |
| EOYFMV | $1,475,831 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $125,352 | BookValueAmt |
| EOYFMV | $125,352 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $236 | LegalFeesAmt |
| Net Investment Income | $236 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR TRUE UP | Desc |
| Amt | $759,270 | Amt |