VICTOR FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
VICTOR FAMILY FOUNDATION (EIN 95-4717634)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202611349349101446
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)
Return2026-05-14T10:21:48-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953178278PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARYANOV MADSEN GORDON & CAMPBELLBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1801 E TAHQUITZ CANYON WAY SUITE 200AddressLine1Txt
CityPALM SPRINGSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92262ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954717634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Victor Family FoundationBusinessNameLine1Txt
Business Name Line2co Jonathan VictorBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVICTBusinessNameControlTxt
Phone3104733065PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111150 Santa Monica Blvd Ste 825AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN VICTORPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDon Keesling CPAPreparerPersonNm
PTINP00707567PTIN
Phone7603206642PhoneNum
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$1,584,636FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,125,634ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,342InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,342InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$391DividendsRevAndExpnssAmt
Dividends Net Invst Incm$391DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,485NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$604,682GrossSalesPriceAmt
Total Rev And Expnss$2,123,882TotalRevAndExpnssAmt
Total Net Invst Incm$3,733TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,125AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$2,675TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$557,474ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$557,474ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$561,274TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$557,474TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,562,608ExcessRevenueOverExpensesAmt
Net Investment Income$3,733NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,000CashBOYAmt
Cash EOY$3,668CashEOYAmt
Cash EOYFMV$3,668CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,112SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$52,585SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$52,585SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$1,511,032CorporateStockEOYAmt
Corporate Stock EOYFMV$1,528,383CorporateStockEOYFMVAmt
Total Assets BOY$9,112TotalAssetsBOYAmt
Total Assets EOY$1,567,285TotalAssetsEOYAmt
Total Assets EOYFMV$1,584,636TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,112RetainedEarningBOYAmt
Retained Earning EOY$1,567,285RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,112TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,567,285TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,112TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,567,285TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,112TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,562,608ExcessRevenueOverExpensesAmt
Subtotal$1,571,720SubtotalAmt
Other Decreases$4,435OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,567,285TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
75000 JPMORGAN CHASEP2025-01-012025-01-31$73,969$75,000-$1,031-$1,031
135000 JPMORGAN CHASEP2025-01-012025-02-28$132,300$134,999-$2,699-$2,699
150000 CITIGROUP INCP2025-01-012025-03-31$146,813$150,000-$3,187-$3,187
250000 FLORIDA POWDERP2025-01-012025-07-31$246,875$250,000-$3,125-$3,125
500 WELLS FARGOP2025-01-012025-06-30$4,725$168$4,557$4,557
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,485CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,485NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$52InvestmentIncomeExciseTaxAmt
Subtotal$52SubtotalAmt
Tax Based On Investment Income$52TaxBasedOnInvestmentIncomeAmt
Tax Due$52TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JONATHAN VICTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104733065PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111150 SANTA MONICA BLVD STE 825AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900253988ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JONATHAN VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988President0.00$0
SAMUEL VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988Secretary0.00$0
BRUCE VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988CFO0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$145,475AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,927AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$202,402TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$202,402AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,036CashDeemedCharitableAmt
Net Vl Noncharitable Assets$199,366NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,968MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,968MinimumInvestmentReturnAmt
Tax Based On Investment Income$52TaxBasedOnInvestmentIncomeAmt
Total Tax$52TotalTaxAmt
Distributable Before Adj$9,916DistributableBeforeAdjAmt
Distributable Before Ded$9,916DistributableBeforeDedAmt
Distributable As Adjusted$9,916DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$557,474ExpensesAndContributionsAmt
Qualifying Distributions$557,474QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,916DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$174,220ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$228,825ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$92,212ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$87,896ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$686,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,269,153TotalExcessDistributionCyovAmt
Qualifying Distributions$557,474QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,916AppliedToCurrentYearAmt
Remaining Distri From Corpus$547,558RemainingDistriFromCorpusAmt
Total Corpus$1,816,711TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$174,220ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,642,491ExcessDistriCyovToNextYrAmt
Excess From Year4$228,825ExcessFromYear4Amt
Excess From Year3$92,212ExcessFromYear3Amt
Excess From Year2$87,896ExcessFromYear2Amt
Excess From Year1$686,000ExcessFromYear1Amt
Excess From Current Year$547,558ExcessFromCurrentYearAmt

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
BARBARA SINATRA CHILDREN'S CENTER
39000 BOB HOPE DRRANCHO MIRAGECA92270NONEPCFINANCIAL SUPPORT$1,000
PALM SPRINGS ART MUSEUM
101 N MUSEUM DRPALM SPRINGSCA92262NONEPCFINANCIAL SUPPORT$750
THE WENDE MUSEUM
10808 CULVER BLVDCULVER CITYCA90230FINANCIAL SUPPORTPCFINANCIAL SUPPORT$321,667
STANFORD UNIVERSITY
PO Box 20466StanfordCA94309FINANCIAL SUPPORTPCFINANCIAL SUPPORT$45,000
UCLA FOUNDATION
10889 Wilshire Blvd 1100Los AngelesCA90002NONEPCFINANCIAL SUPPORT$20,000
THE LAWFARE PROJECT
633 3rd Ave 21st FloorNew YorkNY10017NONEPFFINANCIAL SUPPORT$15,000
FRIENDS OF THE CULTURAL CENTER
73000 Fred Waring DrPalm DesertCA92260NONEPCFINANCIAL SUPPORT$12,500
DANA-FARBER CANCER INSTITUTE
450 Brookline AveBostonMA02215NONEPCFINANCIAL SUPPORT$50,000
ITREK
1460 BroadwayNew YorkNY10036NONEPCFinancial Support$15,000
PHASE ONE FOUNDATION
11726 San Vicente Blvd Ste 560Los AngelesCA90049NONEPCFINANCIAL SUPPORT$25,000
USCF FOUNDATION
505 PARNASSUS AVESAN FRANCISCOCA94143NONENCFINANCIAL SUPPORT$25,000
WATTS 2 BOSTON FOUNDATION
PO BOX 934WESTWOODMA02090NONEPCFINANCIAL SUPPORT$10,000
CHARITIES AID FOUNDATION AMERICA CA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA22314NONEPCFINANCIAL SUPPORT$12,524
PALMS SPRINGS CULTURAL CENTER
2300 EAST BARISTO ROADPALM SPINGSCA92262NONEPCFINANCIAL SUPPORT$1,033
CHARITY WORKS
901 CHESTNUT STREET SUITE ECLEARWATERFL33756NONEPCFINANCIAL SUPPORT$2,500
FOOD SAMARITANS
1276 N PALM CANYON SUITE 108PALM SPRINGSCA92262NONEPCFINANCIAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$557,474TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,342ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$391ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$5,485ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$1,752ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,752TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (10 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
VICTOR PARTNERS
111150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$73,335Yes (X)
VICTOR PARTNERS
211150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$150,000Yes (X)
VICTOR PARTNERS
311150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$36,180Yes (X)
VICTOR PARTNERS
411150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$246,553Yes (X)
VICTOR PARTNERS
511150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$483,330Yes (X)
VICTOR PARTNERS
611150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$466,000Yes (X)
VICTOR PARTNERS
711150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$146,310Yes (X)
VICTOR PARTNERS
811150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$43,575Yes (X)
VICTOR PARTNERS
911150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$348,626Yes (X)
VICTOR PARTNERS
1011150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$131,725Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
175000 SHS OF JP MORGAN VAR RT$73,3352025-01-31
2150000 SHS OF CITIGROUP GLOBAL$150,0002025-03-31
3500 SHS OF WELLS FARGO$36,1802025-06-30
4250000 SHS OF FLORIDA POWDER$246,5532025-07-31
51500 SHS OF JP MORGAN$483,3302025-12-31
61787 SHARES OF HONEYWELL$466,0002025-12-31
72500 SHS OF GARRETT MOTION$146,3102025-12-31
84166 SHS OF RESIDEO$43,5752025-12-31
95000 SHS WELLS FARGO$348,6262025-12-31
10135000 SHS JP MORGAN VAR RT$131,7252025-02-28

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,125Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJP MORGANStockNm
EOY Book Value$1,511,032EOYBookValueAmt
EOYFMV$1,528,383EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FEDERAL INCOME TAX$2,640
STATE TAXES$35

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.