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WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION (EIN 47-2272274)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202611359349104366
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T17:06:06-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453701122PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SPOKAS & ASSOCIATES CPA'S LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11900 S HIGHLAND AVE STE 100AddressLine1Txt
CityLOMBARDCityNm
State AbbreviationILStateAbbreviationCd
ZIP601484998ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472272274EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM AND EVELYN FUCHSBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone6308738500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 S HIGHLAND AVE SUITE 100AddressLine1Txt
CityLOMBARDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60148ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK LEVYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6304248902PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH A SPOKAS CPAPreparerPersonNm
PTINP00179205PTIN
Phone6308738508PhoneNum
Preparation2026-05-15PreparationDt
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$9,982,339FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$24InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$261,622DividendsRevAndExpnssAmt
Dividends Net Invst Incm$261,622DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$159,346NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$622,240GrossSalesPriceAmt
Total Rev And Expnss$420,992TotalRevAndExpnssAmt
Total Net Invst Incm$261,646TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$55,000CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$30,000LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$30,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,346AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$18,346AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$121,322OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$121,322OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,826TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$4,826TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,403OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,403OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$231,897TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$176,897TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$400,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$400,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$631,897TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$576,897TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$210,905ExcessRevenueOverExpensesAmt
Net Investment Income$261,646NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,778CashBOYAmt
Cash EOY-$1,785CashEOYAmt
Cash EOYFMV-$1,785CashEOYFMVAmt
Corporate Stock BOY$9,231,655CorporateStockBOYAmt
Corporate Stock EOY$9,984,124CorporateStockEOYAmt
Corporate Stock EOYFMV$9,984,124CorporateStockEOYFMVAmt
Total Assets BOY$9,255,433TotalAssetsBOYAmt
Total Assets EOY$9,982,339TotalAssetsEOYAmt
Total Assets EOYFMV$9,982,339TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,255,433NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$9,982,339NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,255,433TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,927,339TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,255,433TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,927,339TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,255,433TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$210,905ExcessRevenueOverExpensesAmt
Other Increases$882,811OtherIncreasesAmt
Subtotal$9,927,339SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,927,339TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,637InvestmentIncomeExciseTaxAmt
Subtotal$3,637SubtotalAmt
Tax Based On Investment Income$3,637TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,520EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,520TotalPaymentsAndCreditsAmt
Tax Due$1,117TaxDueAmt

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
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH A SPOKAS CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6308738535PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11900 S HIGHLAND AVEAddressLine1Txt
Address Line2SUITE 100AddressLine2Txt
CityLOMBARDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60148ZIPCd
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
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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK LEVY
1900 S HJIGHLAND AVESUITE 106LOMBARDIL60148PRESIDENT000.00$35,000$0$0
JEFFREY A BROWN
695 PLUMTREE ROADOAK BROOKIL60137VP & TREASUR000.00$10,000$0$0
CHARLES P HAMMERSMITH JR
400 W FIRST STREETELMHURSTIL60126SECRETARY000.00$10,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MEDICAL RESEARCH FIVE ORGANIZATIONSDescription1Txt
Expenses1$182,500Expenses1Amt
Description2FAMILY SERVICES EIGHT ORGANIZATIONSDescription2Txt
Expenses2$113,000Expenses2Amt
Description3MENTAL HEALTH ONE ORGANIZATIONDescription3Txt
Expenses3$55,000Expenses3Amt
Description4EDUCATION FIVE ORGANIZATIONDescription4Txt
Expenses4$49,500Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,519,792AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,131AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,552,923TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,552,923AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$143,294CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,409,629NetVlNoncharitableAssetsAmt
Minimum Investment Return$470,481MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$576,897ExpensesAndContributionsAmt
Qualifying Distributions$576,897QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$576,897QualifyingDistributionsAmt
Remaining Distri From Corpus$576,897RemainingDistriFromCorpusAmt
Total Corpus$576,897TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$576,897CurrentYearAmt
Year1$480,304Year1Amt
Year2$455,106Year2Amt
Year3$454,391Year3Amt
Total$1,966,698TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$576,897CurrentYearAmt
Year1$480,304Year1Amt
Year2$455,106Year2Amt
Year3$454,391Year3Amt
Total$1,966,698TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$313,654CurrentYearAmt
Year1$305,980Year1Amt
Year2$267,645Year2Amt
Year3$267,645Year3Amt
Total$1,154,924TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARK LEVYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11900 S HIGHLAND AVE STE 100AddressLine1Txt
CityLOMBARDCityNm
State AbbreviationILStateAbbreviationCd
ZIP60148ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6308735000RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
NAMI DUPAGE COUNTY
115 N COUNTY FARM ROADWHEATONIL60187NONEPOFGENERAL$55,000
ROBERT SHIELDS MEMORIAL SCHOLARSHIP
775 GASSLIGHT CTALGONQUINIL60102NONEPOFEDUCATION$20,000FOUNDATION
UNIVERSITY OF CHICAGO CANCER
5841 S MARYLAND AVECHICAGOIL60637NONEPOFCANCER RESEARCH$130,000RESEARCH FOUNDATIONMC 1140
WEST SUBURBAN HUMANE SOCIETY
1901 W OGDEN AVEDOWNERS GROVEIL60515NONEPOFGENERAL$10,000
CARLOS G BIANCIOTTO RESTOBLASTOMA
PO BOX 832PHILADELPHIAPA19105NONEPOFCANCER RESEARCH$20,000RESEARCH FOUNDATION
NATIONAL LEWIS UNIVERSITY
122 S MICHIGAN AVECHICAGOIL60603NONEPOFGENERAL$7,000
TIMOTHY CHRTISTIAN SCHOOL
188 WEST BUTTERFIELD ROADELMHURSTIL60126NONEPOFEDUCATION$12,500
BARNEY'S FRIENDS
3785 BORDEAUX DRHOFFMAN ESTATESIL60192NONEPOFGENERAL$10,000
TRELLUS OPPORTUNITIES FOR LIFE
2838 WEST PETERSON AVENUECHICAGOIL60659NONEPOFGENERAL$50,000
ELMHURST HOSPITAL FOUNDATION
155 E BRUSH HILL ROADELMHURSTIL60126NONEPOFMEDICAL RESEARCH$20,000
HEART HEAVEN OUTREACH
201 CANTERBURY LANEBOLLINGBROOKIL60440NONEPOFGENERAL$10,000SUITE C
RAVINA FESTIVAL ASSOCIATION
418 SHERIDAN ROADHIGHLAND PARKIL60035NONEPOFGENERAL$25,000
LOVE 4 LEXI FOUNDATION
PO BOX 718CEDARBURGWI53012NONEPOFFAMILY SERVICES$3,000
MONTINI CATHOLIC HIGH SCHOOL
19W070 16TH STREETLOMBARDIL60148NONEPOFEDUCATION$10,000
NORTH CENTRAL REGIONAL BETTERMENT
PO BOX 142LASALLEIL61301NONEPOFGENERAL$5,000COALITION
AMERICAN BRAIN TUMOR RESEARCH
8550 W BRYN MAWRCHICAGOIL60631NONEPOFMEDICAL RESEARCH$2,500
ALPORT SYNDROME FOUNDATION
PO BOX 4130SCOTTSDALEAZ85261NONEPOFMEDICAL RESEARCH$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$400,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$12ExclusionAmt
Related Or Exempt Function Incm$12RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$261,622ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$159,346RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$261,634ExclusionAmt
Related Or Exempt Function Incm$159,358RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$420,992TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX SERVICESCategoryTxt
Amt$18,346Amt
Disbursements Charitable Prps$18,346DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
DIMENSIONAL U S CORE EQUITY 2 ETF2022-01PURCHASE2025-09$97,021$69,593$27,428
DIMENSIONAL ETF TR EMERGING MKTS CO2023-06PURCHASE2025-05$29,747$24,720$5,027
DIMENSIONAL ETF TR EMERGING MKTS CO2023-06PURCHASE2025-09$73,951$56,529$17,422
DIMENSIONAL ETF TR INTL CORE EQUITY2023-02PURCHASE2025-01$87,199$77,814$9,385
DIMENSIONAL ETF TR INTL CORE EQUITY2023-02PURCHASE2025-05$80,565$64,426$16,139
DIMENSIONAL U S EQUITY MKT ETF2016-11PURCHASE2025-01$12,150$4,350$7,800
DIMENSIONAL U S EQUITY MKT ETF2016-12PURCHASE2025-01$29,845$11,042$18,803
DIMENSIONAL U S EQUITY MKT ETF2017-01PURCHASE2025-01$44,525$16,547$27,978
DIM INTL HIGH PRFT2023-06PURCHASE2025-01$27,652$25,125$2,527
DIM INTL HIGH PRFT2023-06PURCHASE2025-03$68,923$59,199$9,724
DIMENSIONAL ETF TR INTL SMALL CAP V2023-02PURCHASE2025-05$70,662$53,549$17,113

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$9,984,124EOYBookValueAmt
EOYFMV$9,984,124EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$30,000LegalFeesAmt
Disbursements Charitable Prps$30,000DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
E & O INSURANCE$2,355$2,355
BANK FEES$48$48

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATIONDesc
Amt$882,811Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$66,322$66,322
DIRECTORS FEES$55,000$55,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$2,105$2,105
INCOME TAXES$2,721$2,721

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