DOTY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DOTY FAMILY FOUNDATION (EIN 13-2921496)
- Tax period
- 2025-03-01 to 2026-02-28
- Filed
- 2026-06-11
- IRS object ID
- 202611629349101406
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-11T14:42:38-05:00 | ReturnTs |
| Tax Period End | 2026-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113425754 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIAMBALVO STALZER & COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 SUNRISE HWY STE 100 BLG 200 | AddressLine1Txt |
| City | GREAT RIVER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11739 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132921496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOTY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOTY | BusinessNameControlTxt |
| Phone | 2039049700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 MAIN STREET PH 45 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100440229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE MARIE PAINE | PersonNm |
| Person Title | CHAIR & SECRETARY | PersonTitleTxt |
| Phone | 2124400800 | PhoneNum |
| Signature | 2026-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER D GAVARIAN | PreparerPersonNm |
| PTIN | P01935654 | PTIN |
| Phone | 6313218000 | PhoneNum |
| Preparation | 2026-06-10 | PreparationDt |
| 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 | $4,745,663 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11,722 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,722 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $362,205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,963,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $362,205 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $469,765 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $469,765 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,158 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,158 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,271 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $422 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,593 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,329 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $681,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $681,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $735,473 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,329 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $697,202 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$265,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $437,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,276,967 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $964,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $969,187 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,341,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,127,721 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,142,729 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $251,760 | OtherAssetsBOYAmt |
| Other Assets EOY | $513,665 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $633,747 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,869,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,606,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,745,663 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,869,791 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,606,330 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,869,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,606,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,869,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,606,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,869,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$265,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,247 | OtherIncreasesAmt |
| Subtotal | $2,606,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,606,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TREASURY | P | 2025-04-15 | 2025-09-30 | $575,000 | $575,000 | $0 | $0 |
| AMAZON.COM INC | P | 2021-12-28 | 2025-12-16 | $33,382 | $25,614 | $7,768 | $7,768 |
| BANK OF AMERICA CORP | P | 2012-09-24 | 2025-12-16 | $27,485 | $4,583 | $22,902 | $22,902 |
| BRISTOL MYERS SQUIBB CO | P | 2017-03-28 | 2025-11-18 | $82,609 | $98,475 | -$15,866 | -$15,866 |
| CROWDSTRIKE HLDGS INC | P | 2023-06-15 | 2025-12-16 | $48,758 | $15,557 | $33,201 | $33,201 |
| IBM CORP | P | 2024-06-30 | 2025-12-16 | $30,298 | $13,636 | $16,662 | $16,662 |
| PALANTIR TECHNOLOGIES INC | P | 2023-06-15 | 2025-10-21 | $180,965 | $16,689 | $164,276 | $164,276 |
| PALANTIR TECHNOLOGIES INC | P | 2023-06-15 | 2025-12-16 | $93,585 | $8,344 | $85,241 | $85,241 |
| SHOPIFY INC | P | 2023-06-15 | 2025-12-16 | $32,454 | $13,086 | $19,368 | $19,368 |
| US TREASURY | P | 2024-04-04 | 2025-04-15 | $725,000 | $725,000 | $0 | $0 |
| WALMART INC | P | 2007-06-20 | 2025-12-16 | $28,925 | $4,073 | $24,852 | $24,852 |
| MEDTRONIC PLC | P | 2023-06-15 | 2026-02-25 | $97,433 | $101,201 | -$3,768 | -$3,768 |
| CAPITAL GAINS DIVIDENDS | P | $7,569 | $7,569 | $7,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $362,205 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,080 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,080 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $294 | EsPenaltyAmt |
| Tax Due | $6,374 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANNE MARIE PAINE | IndividualWithBooksNm |
| Phone | 2124400800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 MAIN STREET PH 45 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100440229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA E DOTY | ||||||||
| 888 MAIN STREET PH 45 | NEW YORK | NY | 10044 | TREASURER | 0.00 | $0 | $0 | $0 |
| ELIZABETH W DOTY | ||||||||
| 888 MAIN STREET PH 45 | NEW YORK | NY | 10044 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLIAM W DOTY | ||||||||
| 888 MAIN STREET PH 45 | NEW YORK | NY | 10044 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANNE MARIE PAINE | ||||||||
| 888 MAIN STREET PH 45 | NEW YORK | NY | 10044 | CHAIR & SECRETARY | 10.00 | $18,000 | $0 | $0 |
| VIRGINIA M DOTY | ||||||||
| 888 MAIN STREET PH 45 | NEW YORK | NY | 10044 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS DESCRIBED UNDER SECTION 509(A)(1) & 509(A)(2). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,876,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,170,790 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,046,852 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,046,852 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,971,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,080 | TotalTaxAmt |
| Distributable Before Adj | $242,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $242,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $242,477 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $697,202 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $697,202 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $499,960 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $667,840 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $531,502 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $183,835 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $361,359 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,244,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $697,202 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $242,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $454,725 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,699,221 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $499,960 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,199,261 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $667,840 | ExcessFromYear4Amt |
| Excess From Year3 | $531,502 | ExcessFromYear3Amt |
| Excess From Year2 | $183,835 | ExcessFromYear2Amt |
| Excess From Year1 | $361,359 | ExcessFromYear1Amt |
| Excess From Current Year | $454,725 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARVARD UNIVERSITY | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $150 |
| REBEKAH'S ANGELS FOUNDATION | |||||||
| 4505 LOMA VISTA DR | VALRICO | FL | 33596 | NONE | PC | GENERAL SUPPORT | $150 |
| CENTER FOR EXCELLENCE IN EDUCATION | |||||||
| 7918 JONES BRANCH DR 700 | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $300 |
| HEAL PALESTINE | |||||||
| PO BOX 453 | KENT | OH | 44240 | NONE | PC | GENERAL SUPPORT | $300 |
| THE ZAYNAB PROJECT | |||||||
| 8606 CANTEBURY DR | ANNANDALE | VA | 22003 | NONE | PC | GENERAL SUPPORT | $300 |
| CIVIC HELPERS INC | |||||||
| 100 FISHER AVE BIX 183 | WHITE PLAINS | NY | 10606 | NONE | PC | GENERAL SUPPORT | $375 |
| ST MARY CHURCH | |||||||
| 178 GREENWICH AVE | GREENWICH | CT | 06830 | NONE | PC | GENERAL SUPPORT | $375 |
| CARNEGIE HALL | |||||||
| 57TH STREET AND 7TH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $450 |
| BABSON COLLEGE | |||||||
| 231 FOREST STREET | BABSON | MA | 02457 | NONE | PC | GENERAL SUPPORT | $600 |
| HOMEFRONT | |||||||
| 1880 PRINCETON AVE | LAWRENCE TOWNSHIP | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $600 |
| MEALS ON WHEELS | |||||||
| 320 HOLLOWBROOK DR | EWING | NJ | 08638 | NONE | PC | GENERAL SUPPORT | $600 |
| MERCER STREET FRIENDS | |||||||
| 151 MERCER ST | TRENTON | NJ | 08611 | NONE | PC | GENERAL SUPPORT | $600 |
| TRENTON AREA SOUP KITCHEN | |||||||
| 1221 WASS STREET | TRENTON | NJ | 08601 | NONE | PC | GENERAL SUPPORT | $600 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10044 | NONE | PC | GENERAL SUPPORT | $750 |
| CHURCH OF ST IGNATIUS LOYOLA | |||||||
| 980 PARK AVE | NEW YORK | NY | 10028 | NONE | PC | GENERAL SUPPORT | $750 |
| DARTMOUTH HITCHCOCK HEALTH | |||||||
| 87 MCGREGR STREET | LEBANON | NH | 03102 | NONE | PC | GENERAL SUPPORT | $750 |
| FRANCONIA COMMUNITY CHURCH OF CHRIST | |||||||
| 44 CHURCH S | FRANCONIA | NH | 03580 | NONE | PC | GENERAL SUPPORT | $750 |
| GREENWICH COUNTRY DAY SCHOOL | |||||||
| 401 OLD CHURCH ROAD | GREENWICH | CT | 06830 | NONE | PC | GENERAL SUPPORT | $750 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE RD | GREENWICH | CT | 06830 | NONE | PC | GENERAL SUPPORT | $750 |
| KEEWAYDIN FOUNDATION | |||||||
| 500 RUSTIC LN | SALISBURY | VT | 05769 | NONE | PC | GENERAL SUPPORT | $750 |
| LITTLETON REGIONAL HEALTHCARE | |||||||
| 600 SAINT JOHNSBURY ROAD | LITTLETON | NH | 03561 | NONE | PC | GENERAL SUPPORT | $750 |
| NEW HAMPSHIRE FOOD BANK | |||||||
| 700 E INDUSTRIAL PARK | MANCHESTER | NH | 03109 | NONE | PC | GENERAL SUPPORT | $750 |
| NEW HAMPTON SCHOOL | |||||||
| 1220 5TH AVE | NEW HAMPTON | NH | 10029 | NONE | PC | GENERAL SUPPORT | $750 |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $750 |
| PLAYGROUNDNYC INC | |||||||
| 40 BARRY RD | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $750 |
| RENAISSANCE OF ANNANDALE | |||||||
| 7112 BRADDOCK RD | ANNANDALE | VA | 22003 | NONE | PC | GENERAL SUPPORT | $750 |
| SAG HARBOR FIRE DEPARTMENT | |||||||
| 1357 BRICK KILN RD | SAG HARBOR | NY | 11963 | NONE | PC | GENERAL SUPPORT | $750 |
| SAG HARBOR VOLUNTEER AMBULANCE CORPS | |||||||
| 16 COLUMBIA ST | SAG HARBOR | NY | 11963 | NONE | PC | GENERAL SUPPORT | $750 |
| SONS OF THE REVOLUTION OF THE STATE OF NEW YORK | |||||||
| 54 PEARL STREET | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $750 |
| THE ART OF PROBLEM SOLVING FOUNDATION | |||||||
| 55 EXCHANGE PL STE 603 | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $750 |
| THE METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $750 |
| VASSAR COLLEGE FENCING TEAM | |||||||
| 124 RAYMOND AVENUE BOX 750 | POUGHKEEPSIE | NY | 12604 | NONE | PC | GENERAL SUPPORT | $750 |
| THE CHILDREN'S LAW CENTER | |||||||
| 44 COURT ST FL 11 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $767 |
| NORTH STREET SCHOOL PTA | |||||||
| 381 NORTH STREET | GREENWICH | CT | 06830 | NONE | PC | GENERAL SUPPORT | $840 |
| MIDDLEBURY COLLEGE | |||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | PC | GENERAL SUPPORT | $1,500 |
| PROVIDENCE COLLEGE | |||||||
| 1 CUNNINGHAM SQ | PROVIDENCE | RI | 02918 | NONE | PC | GENERAL SUPPORT | $1,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $1,500 |
| ALS TDI | |||||||
| 480 ARSENEL ST | OAKLAND | CA | 02472 | NONE | PC | GENERAL SUPPORT | $1,875 |
| COMMITTEE FOR MISSION RESPONSIBILITY | |||||||
| 488 MADISON AVENUE 3RD FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $1,875 |
| HOLDERNESS SCHOOL | |||||||
| 33 CHAPEL LN | HOLDERNES | NH | 03245 | NONE | PC | GENERAL SUPPORT | $1,875 |
| IRISH ARTS CENTER | |||||||
| 726 11TH AVE | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $1,875 |
| ST JOSEPH'S HEALTH FUND | |||||||
| 275 NORTH STREET | HARRISON | NY | 10528 | NONE | PC | GENERAL SUPPORT | $1,875 |
| THE DALTON SCHOOL | |||||||
| 53 E 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $1,875 |
| DOWNTOWN MUSIC | |||||||
| 33 CHURCH ST | WHITE PLAINS | NY | 10601 | NONE | PC | GENERAL SUPPORT | $2,250 |
| COLLEGIATE SCHOOL | |||||||
| 301 FREEDOM PLACE SOUTH | NEW YORK | NY | 10069 | NONE | PC | GENERAL SUPPORT | $2,625 |
| NUTRITIONFACTSORG | |||||||
| PO BOX 11400 | TAKOMA PARK | MD | 20913 | NONE | PC | GENERAL SUPPORT | $3,000 |
| CHARLOTTE CHESS CENTER FOUNDATIOIN | |||||||
| 10700 KETTERING DR E | CHARLOTTE | NC | 28226 | NONE | PC | GENERAL SUPPORT | $3,750 |
| CHURCH OF THE RESURRECTION | |||||||
| 910 BOSTON POST RD | RYE | NY | 10580 | NONE | PC | GENERAL SUPPORT | $3,750 |
| NATIONAL PKU ALLIANCE | |||||||
| 2809 E HAMILTON AVE | NEW YORK | NY | 54701 | NONE | PC | GENERAL SUPPORT | $3,750 |
| PART OF THE SOLUTION | |||||||
| 2759 WEBSTER AVE | BRONX | NY | 10458 | NONE | PC | GENERAL SUPPORT | $3,750 |
| URANCE INC | |||||||
| 120 ALCOTT PL SUITE 21B | BRONX | NY | 10475 | NONE | PC | GENERAL SUPPORT | $3,750 |
| FLOK HEALTH | |||||||
| PO BOX 43552 | MONTCLAIR | NJ | 07043 | NONE | PC | GENERAL SUPPORT | $3,900 |
| COVENANT HOUSE NEW YORK | |||||||
| 460 WEST 41ST STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $4,500 |
| HOLY APOSTLES SOUP KITCHEN | |||||||
| 296 9TH AVE | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $4,500 |
| HOUR CHILDREN | |||||||
| 36-11 12TH STREET | LONG ISLAND CITY | NY | 11106 | NONE | PC | GENERAL SUPPORT | $4,500 |
| ST FRANCES X CABRINI CHURCH | |||||||
| 564 MAIN STREET | ROOSEVELT ISLAND | NY | 10044 | NONE | PC | GENERAL SUPPORT | $4,500 |
| PARENTS OF PS9 | |||||||
| 100 W 84TH STREET | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $4,650 |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 1221 WASS STREET | TUSTIN | CA | 92780 | NONE | PC | GENERAL SUPPORT | $5,080 |
| CHILDREN'S HOSPITAL OF WASHINGTON | |||||||
| 1 INVENTA PL | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL SUPPORT | $5,200 |
| CONNECTICUT FOODSHARE | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | NONE | PC | GENERAL SUPPORT | $5,250 |
| STEM ADVANTAGE | |||||||
| 117 22ND STREET | HUNTINGTON BEACH | CA | 92648 | NONE | PC | GENERAL SUPPORT | $5,250 |
| WORLD VILLAGES FOR CHILDREN | |||||||
| 4200 PARLIAMENT PLACE | LANHAM | MD | 20706 | NONE | PC | GENERAL SUPPORT | $6,000 |
| CATHOLIC INFORMATION CENTER | |||||||
| 1501 K STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $7,500 |
| MATHCOUNTS MANHATTAN | |||||||
| 251 MERCER STREET | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $7,500 |
| LOYOLA UNIVERSITY MARYLAND | |||||||
| 4501 N CHARLES ST | BALTIMORE | MD | 21210 | NONE | PC | GENERAL SUPPORT | $7,650 |
| NAMI WESTCHESTER | |||||||
| 220 WHITE PLAINS RD SUITE 125 | TARRYTOWN | NY | 10591 | NONE | PC | GENERAL SUPPORT | $9,000 |
| CAMBRIDGE IN AMERICA | |||||||
| 1120 6TH AVE | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $9,300 |
| CITYMEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $9,750 |
| GEORGETOWN UNIVERSITY | |||||||
| P4M SW GARAGE | WASHINGTON | DC | 20057 | NONE | PC | GENERAL SUPPORT | $11,100 |
| JAMES WILSON INSTITUTE | |||||||
| 124 S WEST STREET | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $15,000 |
| CONVENT OF THE SACRED HEART | |||||||
| 1 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $19,425 |
| HORACE MANN SCHOOL | |||||||
| 231 W 246TH ST | BRONX | NY | 10471 | NONE | PC | GENERAL SUPPORT | $19,425 |
| ST DAVID'S SCHOOL | |||||||
| 12 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $19,425 |
| FORDHAM UNIVERSITY | |||||||
| 441 E FORDHAM RD | BRONX | NY | 10548 | NONE | PC | GENERAL SUPPORT | $19,514 |
| IONA PREPARATORY | |||||||
| 255 WILMOT RD | NEW ROCHELLE | NY | 10804 | NONE | PC | GENERAL SUPPORT | $45,829 |
| CATHOLIC NEAR EAST WELFARE ASSOCIATION | |||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $50,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | GENERAL SUPPORT | $75,000 |
| A CHANCE FOR LIFE | |||||||
| 727 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $97,030 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL SUPPORT | $142,470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $681,880 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,722 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $362,205 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $469,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $469,765 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,800 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE | $20,223 | $73,052 |
| AMAZON.COM | $80,448 | $126,000 |
| AMGEN INC | $18,792 | $155,264 |
| AUTO DATA PROCESSING | $18,621 | $85,744 |
| BANK OF AMERICA | $22,915 | $124,575 |
| BLACKSTONE | $19,708 | $113,370 |
| CROWDSTRIKE HLDGS INC | $46,670 | $111,594 |
| EXXON MOBIL | $59,724 | $152,500 |
| IBM | $57,896 | $108,095 |
| IONQ INC | $98,246 | $76,740 |
| LOCKHEED MARTIN | $21,812 | $164,520 |
| MERCK & CO | $34,561 | $123,820 |
| MICROSOFT | $7,030 | $117,822 |
| PALANTIR TECHNOLOGIES | $33,378 | $274,380 |
| PEPSICO | $30,232 | $84,870 |
| PERSHING SQUARE | $122,969 | $189,690 |
| PFIZER | $102,519 | $110,600 |
| QUALCOMM | $40,669 | $106,770 |
| ROCKET COMPANIES CLASS A | $155,205 | $181,900 |
| SHOPIFY | $52,344 | $96,584 |
| TEXAS INSTRUMENTS | $18,902 | $159,082 |
| WALMART | $20,363 | $159,937 |
| WASTE MANAGEMENT | $22,566 | $120,420 |
| PROCTOR & GAMBLE | $21,928 | $125,400 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| THORNBURG INT'L VALU FD CL A | $251,760 | $263,440 | $380,247 |
| ISHARES CORE US | $0 | $250,225 | $253,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $0 | $250 |
| OFFICE EXPENSE | $689 | $517 | $172 |
| FOREIGN TAXES | $754 | $754 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INVESTEMENT ADJUSTMENTS | Desc |
| Amt | $2,247 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES - SCHWAB ACCOUNT | CategoryTxt |
| Amt | $25,158 | Amt |
| Net Investment Income | $25,158 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $5,942 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |