DUIM FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DUIM FAMILY FOUNDATION (EIN 91-1872763)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349105438
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T20:47:03-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Don S Archiable CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 523 S Hawthorne Ave | AddressLine1Txt |
| City | Elmhurst | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | 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 | 911872763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Duim Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUIM | BusinessNameControlTxt |
| Phone | 4256876972 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3410 NE Harrison St | AddressLine1Txt |
| City | Issaquah | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary T Duim | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4256876972 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Don S Archiable | PreparerPersonNm |
| PTIN | P01030893 | PTIN |
| Phone | 8882797818 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,104,115 | 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 |
| Dividends Rev And Expnss | $47,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,936 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,215 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $50 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $46,771 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,936 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,140 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,500 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $322,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $322,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $328,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $322,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$282,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,620 | CashBOYAmt |
| Cash EOY | $7,909 | CashEOYAmt |
| Cash EOYFMV | $7,909 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,365,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,100,937 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,096,206 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,390,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,108,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,104,115 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,390,915 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,108,846 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,390,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,108,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,390,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,108,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,390,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$282,069 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,108,846 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,108,846 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $650 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $650 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $650 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $673 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $673 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$673 | OriginalReturnOverpaymentAmt |
| Overpayment | $23 | OverpaymentAmt |
| Applied To ES Tax | $23 | AppliedToESTaxAmt |
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 | WA | 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 | Gary T Duim | IndividualWithBooksNm |
| Phone | 4256876972 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3410 NE Harrison St | AddressLine1Txt |
| City | Issaquah | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98029 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Gary T Duim | ||||||||
| 3410 NE Harrison St | Issaquah | WA | 98029 | President | 4.00 | $0 | $0 | $0 |
| Linda K Duim | ||||||||
| 3410 NE Harrison St | Issaquah | WA | 98029 | Vice President | 0.00 | $0 | $0 | $0 |
| Douglas A Duim | ||||||||
| 3410 NE Harrison St | Issaquah | WA | 98029 | Secretary/Trasurer | 0.00 | $0 | $0 | $0 |
| Rae Ann Duim | ||||||||
| 3410 NE Harrison St | Issaquah | WA | 98029 | Director | 0.00 | $0 | $0 | $0 |
| Deanna K Duim | ||||||||
| 3410 NE Harrison St | Issaquah | WA | 98029 | Director | 0.00 | $0 | $0 | $0 |
| Duane M Duim | ||||||||
| 3410 NE Harrison St | Issaquah | WA | 98029 | 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 | $1,152,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,215,602 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,215,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,234 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,197,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $650 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $650 | TotalTaxAmt |
| Distributable Before Adj | $59,218 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $59,218 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,218 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $322,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $322,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,218 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $147,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $236,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $160,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $261,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $413,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,219,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $322,200 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $322,200 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,541,400 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $59,218 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $147,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,394,400 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $236,500 | ExcessFromYear4Amt |
| Excess From Year3 | $160,500 | ExcessFromYear3Amt |
| Excess From Year2 | $261,500 | ExcessFromYear2Amt |
| Excess From Year1 | $413,700 | ExcessFromYear1Amt |
| Excess From Current Year | $322,200 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Gary T Duim | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| International Justice Mission | ||||||
| PO Box 96961 | Washington | DC | 20090 | PC | Relief | $15,000 |
| Christian Radio for Russia | ||||||
| PO Box 428 | Jamestown | NY | 14701 | PC | Relief | $75,000 |
| Acres of Diamonds | ||||||
| 26326 NE Kennedy Dr | Duvall | WA | 98019 | PC | Disadvantaged Housing | $52,700 |
| Bridge Receiving Center | ||||||
| PO Box 2930 | Woodinville | WA | 98072 | PC | Social Services | $10,000 |
| Adventure Soccer | ||||||
| PO Box 1582 | Snohomish | WA | 98290 | PC | Youth Outreach | $11,000 |
| Care Net | ||||||
| 44180 Riverside Parkway Suite 200 | Lansdowne | VA | 20176 | PC | Support Services | $2,500 |
| Pine Lake Covenant Mission | ||||||
| 1715 228th Ave SE | Sammamish | WA | 98075 | PC | Support Services | $40,000 |
| Mercy Walk | ||||||
| 3020 Issaquh Pine Lake Rd Box 46 | Issaquah | WA | 98075 | PC | Relief | $10,000 |
| Seattle Pacific University | ||||||
| 3307 Third Avenue West Suite 304 | Seattle | WA | 98119 | PC | Education | $5,000 |
| Teach One | ||||||
| 3104 Creekside Village Drive Suite | Kennesaw | GA | 30144 | PC | Education | $50,000 |
| Vision House | ||||||
| PO Box 2951 | Renton | WA | 98056 | PC | Support Services | $51,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $322,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,215 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,721 | 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 | DSA CPA Tax Preparation | CategoryTxt |
| Amt | $1,140 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Mutual and Exchange Traded Funds | AssetDesc |
| Gross Sales Price | $310,462 | GrossSalesPriceAmt |
| Basis | $311,677 | BasisAmt |
| Total Net | -$1,215 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual and Exchange Traded Funds | CategoryOrItemTxt |
| Book Value | $1,100,937 | BookValueAmt |
| EOYFMV | $1,096,206 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fee Credit | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income Taxes | CategoryTxt |
| Amt | $5,500 | Amt |
Comments