SCHULER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SCHULER FAMILY FOUNDATION (EIN 33-0753301)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349100041
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T11:06:30-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330753301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alan and Donna Schuler Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Evlyn A Lightner Baez | InCareOfNm |
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 8582600604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 La Jolla Shores Drive | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920373044 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVLYN A LIGHTNER BAEZ | PersonNm |
| Person Title | TreasurerDirector | PersonTitleTxt |
| Phone | 8582600604 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| 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 | $993,658 | 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 |
| Dividends Rev And Expnss | $20,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,289 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,129 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,449 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,380 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $238 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,142 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $621 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $621 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $220 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $220 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,079 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,142 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,221 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,079 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,005 | CashBOYAmt |
| Cash EOY | $24,221 | CashEOYAmt |
| Cash EOYFMV | $24,221 | CashEOYFMVAmt |
| Corporate Stock BOY | $190,648 | CorporateStockBOYAmt |
| Corporate Stock EOY | $189,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $969,437 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $219,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $993,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $219,653 | CapitalStockBOYAmt |
| Capital Stock EOY | $213,476 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $219,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $213,476 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $219,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $213,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $219,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,772 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,595 | OtherIncreasesAmt |
| Subtotal | $235,476 | SubtotalAmt |
| Other Decreases | $22,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $213,476 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sale of 18 shares of StockEli Lilly and Co | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-09-01 | AcquiredDt |
| Sold | 2025-12-30 | SoldDt |
| Gross Sales Price | $19,522 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,393 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,129 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,129 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,129 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $519 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $519 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $519 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Tax Due | $546 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evlyn A Lightner Baez | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8582600604 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8551 La Jolla Shores Drive | AddressLine1Txt |
| City | La Jolla | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920373044 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| HAILEY J LIGHTNER | ||||||||
| 8551 La Jolla Shores Drive | San Diego | CA | 920373044 | PresidentDirector | 0.10 | $0 | $0 | $0 |
| EVLYN A LIGHTNER BAEZ | ||||||||
| 8555 La Jolla Shores Drive | La Jolla | CA | 920373044 | TreasurerDirector | 1.00 | $0 | $0 | $0 |
| DAWNA C CHUSS | ||||||||
| 2657 Palace Drive | San Diego | CA | 92123 | Vice PresidentSecreta | 0.10 | $0 | $0 | $0 |
| SHERRI S LIGHTNER | ||||||||
| 8553 La Jolla Shores | La Jolla | CA | 920373044 | Director | 1.00 | $0 | $0 | $0 |
| BONNI S COGAN | ||||||||
| PO Box 307 | Borrego Springs | CA | 92004 | Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $897,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $911,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $911,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $897,962 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $519 | TotalTaxAmt |
| Distributable Before Adj | $44,379 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,379 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,379 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,142 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,142 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,379 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $6,959 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $226 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $7,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,370 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,142 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,142 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $237 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $237 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,133 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,722 | ExcessFromYear4Amt |
| Excess From Year3 | $226 | ExcessFromYear3Amt |
| Excess From Year1 | $7,185 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Barnes Cemetary Association | |||||||
| 2461 Route 666 | Sheffield | PA | 16347 | None | POF | Need | $2,000 |
| Sheffield Volunteer Fire Dept & Ambulance | |||||||
| PO Box 671 | Sheffield | PA | 16347 | None | PC | Need | $2,000 |
| Warren County Historical Society | |||||||
| 210 Fourth Avenue PO Box 427 | Warren | PA | 16365 | None | PC | Need | $2,000 |
| Just in Time for Foster Youth | |||||||
| 450 Alvarado Canyon Road Ste 2G | San Diego | CA | 92120 | None | PC | Need | $8,000 |
| Wesley House Student Residence | |||||||
| 5710 Hardy Avenue Ste Ste 12 | San Diego | CA | 92115 | None | PC | Need | $10,000 |
| Sheffield Depot Preservation Society | |||||||
| PO Box 671 | Sheffield | PA | 16347 | None | PC | Need | $2,000 |
| Warren County Historical Society | |||||||
| 210 Fourth Avenue PO Box 427 | Warren | PA | 16365 | None | PC | Need | $2,000 |
| LJ STEAM Foundation | |||||||
| 7742 Herschel Avenue | San Diego | CA | 92037 | None | PC | Need | $5,000 |
| Just in Time for Foster Youth | |||||||
| 450 Alvarado Canyon Road Ste 2G | San Diego | CA | 92120 | None | PC | Need | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Sheffield Volunteer Fire Department & Ambulance | |||||||
| PO Box 671 | Sheffield | PA | 16347 | None | POF | Need | $2,000 |
| Center for Community Solutions | |||||||
| 4508 Mission Bay Drive | San Diego | CA | 921094919 | None | PC | Need | $10,000 |
| Monarch Unity Resource Center | |||||||
| SDSU 5500 Campanile Drive | San Diego | CA | 921824571 | None | PC | Need | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $22,000 | TotalGrantOrContriApprvFutAmt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 18 Shares of Eli Lilly St | AssetDesc |
| Acquired | 2016-09 | AcquiredDt |
| How Acquired | Purchase | HowAcquiredTxt |
| Sold | 2026-12 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 12292026 | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $19,522 | GrossSalesPriceAmt |
| Basis | $1,393 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $18,129 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 230 Shares LLY | $17,802 | $247,176 |
| 430 Shares HON | $41,069 | $83,889 |
| 1820 Shares JNJ | $65,783 | $376,649 |
| 1790 Shares PG | $62,067 | $256,525 |
| 107 Share SOLS split from Honewell | $2,534 | $5,198 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CY24 1133 cashed 011725 | $2,000 |
| CY24 1135 cashed 010225 | $2,000 |
| CY24 1137 cashed 010225 | $8,000 |
| CY24 1138 cached 010625 | $10,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Meal DCC and BSC | Desc |
| Revenue And Expenses Per Books | $220 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $220 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Honeywell Stock Split 103125 | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CY25 1141 cashed 020226 | $595 |
| CY25 1147 cashed 020426 | $2,000 |
| CY25 1271 cashed 011226 | $10,000 |
| CY25 1149 cashed 010226 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CA Form RRF1 | $25 | $25 |
| Federal Taxes CY 2024 | $596 | $596 |
Comments