BETA

GROSS FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GROSS FAMILY FOUNDATION INC (EIN 47-0737162)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202621349349101542
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)
Return2026-05-14T11:41:01-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN832666987PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERGER ELLIOTT & PRITCHARD CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 S 75TH STREET SUITE 200AddressLine1Txt
CityOMAHACityNm
State AbbreviationNEStateAbbreviationCd
ZIP68124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470737162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GROSS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGROSBusinessNameControlTxt
Phone9704763876PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 985AddressLine1Txt
CityVAILCityNm
State AbbreviationCOStateAbbreviationCd
ZIP816580985ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID H GROSSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9704763876PhoneNum
Signature2026-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT H BERGER CPAPreparerPersonNm
PTINP00340049PTIN
Phone4025511919PhoneNum
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$1,985,084FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,111DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,111DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$182,756NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$182,756GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$182,756CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$191,867TotalRevAndExpnssAmt
Total Net Invst Incm$191,867TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,183AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,183AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,367OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,367OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$58InterestRevAndExpnssAmt
Interest Net Invst Incm$58InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,842TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,480TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,638TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$94,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$94,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,180TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,638TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$94,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$90,687ExcessRevenueOverExpensesAmt
Net Investment Income$187,229NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$250,563CashBOYAmt
Cash EOY$241,363CashEOYAmt
Cash EOYFMV$241,363CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$99,887USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$99,934USGovtObligationsEOYFMVAmt
Other Investments BOY$567,192OtherInvestmentsBOYAmt
Other Investments EOY$567,192OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,643,787OtherInvestmentsEOYFMVAmt
Total Assets BOY$817,755TotalAssetsBOYAmt
Total Assets EOY$908,442TotalAssetsEOYAmt
Total Assets EOYFMV$1,985,084TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$730,606CapitalStockBOYAmt
Capital Stock EOY$730,606CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$87,149RetainedEarningBOYAmt
Retained Earning EOY$177,836RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$817,755TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$908,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$817,755TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$908,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$817,755TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$90,687ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$908,442SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$908,442TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$182,756GrossSalesPriceAmt
Gain Or Loss$182,756GainOrLossAmt
Gains Minus Excess Or Losses$182,756GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$182,756CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,602InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,602SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,602TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$998OverpaymentAmt
Applied To ES Tax$998AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateNEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID H GROSSIndividualWithBooksNm
Phone9704763876PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 985AddressLine1Txt
CityVAILCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81658ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID H GROSS
PO BOX 985VAILCO81658PRESIDENT0.00$0$0$0
PAMELA J KAHN GROSS
PO BOX 985VAILCO81658TREASURER0.00$0$0$0
GRETA GROSS
PO BOX 985VAILCO81658DIRECTOR0.00$0$0$0
JULIE GROSS
PO BOX 985VAILCO81658DIRECTOR0.00$0$0$0
STEPHANIE GROSS
PO BOX 985VAILCO81658DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,716,388AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$224,822AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,941,210TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,941,210AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,118CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,912,092NetVlNoncharitableAssetsAmt
Minimum Investment Return$95,605MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$95,605MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,602TaxBasedOnInvestmentIncomeAmt
Total Tax$2,602TotalTaxAmt
Distributable Before Adj$93,003DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$93,003DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$93,003DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,700QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$93,003DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,555ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,896ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$5,451TotalExcessDistributionCyovAmt
Qualifying Distributions$94,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$93,003AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,697RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,148TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,148ExcessDistriCyovToNextYrAmt
Excess From Year4$1,555ExcessFromYear4Amt
Excess From Year2$3,896ExcessFromYear2Amt
Excess From Current Year$1,697ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID H GROSSContributingManagerNm
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
B'NAI VAIL CONGREGATION
19 VAIL RDVAILCO81657NONEPCANNUAL APPEAL$40,000
CUES FUND
2207 WIRT STOMAHANE68110NONEPCANNUAL APPEAL$2,000
ENERGY OUTREACH COLORADO
303 E 17TH AVE 405DENVERCO80203NONEPCANNUAL APPEAL$1,000
FOOD BANK OF THE ROCKIES
10700 E 45TH AVEDENVERCO80239NONEPCANNUAL APPEAL$10,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONEPCANNUAL APPEAL$1,000
JEWISH COMMUNITY CENTER - CHABAD VAIL
1000 LIONSRIDGE LOOPVAILCO81657NONEPCANNUAL APPEAL$3,600
MOUNTAIN RECREATION FOUNDATION
3289 COOLEY MESA ROADGYPSUMCO81637NONEPCANNUAL APPEAL$4,000
NATIONAL CHILD SAFETY COUNCIL
4065 PAGE AVEJACKSONMI49204NONEPCANNUAL APPEAL$600
NEBRASKA STATEWIDE ARBORETUM INC
1825 N 38TH ST 102 KEIM HALLLINCOLNNE685830964NONEPCANNUAL APPEAL$10,000
SAINT ALBERT CATHOLIC SCHOOLS
400 GLEASON AVECOUNCIL BLUFFSIA51503NONEPCANNUAL APPEAL$4,000
VAIL HEALTH FOUNDATION
PO BOX 1529VAILCO81658NONEPCANNUAL APPEAL$2,000
VAIL VALLEY CHARITABLE FUND
EDWARDS VILLAGE BLVDEDWARDSCO81632NONEPCANNUAL APPEAL$10,000
ST JOSEPH'S INDIAN SCHOOL
1301 N MAIN STCHAMBERLAINSD57325NONEPCANNUAL APPEAL$3,000
THE NATURE CONSERVANCY
1007 LEAVENWORTH STOMAHANE68102NONEPCANNUAL APPEAL$500
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVD 120DENVERCO80221NONEPCANNUAL APPEAL$2,000
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS66675NONEPCANNUAL APPEAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$94,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,111ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$182,756ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$191,867ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$191,867TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,183Amt
Net Investment Income$3,183NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$99,887USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$99,934USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBRIDGES INVESTMENT FUND, INCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$567,192BookValueAmt
EOYFMV$1,643,787EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEEDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$30NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$1,367Amt
Net Investment Income$1,367NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryESTIMATED FEDERAL TAXESCategoryTxt
Amt$1,842Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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