ANDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION INC (EIN 20-2988084)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-12
- IRS object ID
- 202611639349100806
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-12T10:16:19-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 202988084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,125,258 | 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 | $3,065 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,065 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $165,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $828,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $165,444 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $211,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $14,579 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,579 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,809 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,804 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,804 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,573 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,774 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,075 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,363,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,306,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,693,348 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $224,489 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $223,458 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $218,835 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,660,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,743,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,125,258 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,660,015 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,743,326 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,660,015 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,743,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,660,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,743,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,660,015 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,311 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,743,326 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,743,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $828,816 | GrossSalesPriceAmt |
| Cost Or Other Basis | $663,372 | CostOrOtherBasisAmt |
| Gain Or Loss | $165,444 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $165,444 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $165,444 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,732 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,732 | SubtotalAmt |
| Tax Based On Investment Income | $2,732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68 | OverpaymentAmt |
| Applied To ES Tax | $68 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MD | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Francis D Anderson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Trustee | 1.0 | $0 | $0 | $0 |
| John E Anderson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, VP | 1.0 | $0 | $0 | $0 |
| Patricia C Anderson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Trustee | 1.0 | $0 | $0 | $0 |
| William R Anderson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,950,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,044,934 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,044,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,014,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,732 | TotalTaxAmt |
| Distributable Before Adj | $97,981 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,981 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,981 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,804 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $109,804 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,981 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,517 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $109,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,517 | AppliedToYear1Amt |
| Applied To Current Year | $55,287 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $42,694 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS UNITED GREATER NEW YORK INC | |||||||
| 42 BROADWAY STE 1724 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $1,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $10,000 |
| AMERICAN CANCER SOCIETY INC | |||||||
| PO BOX 21600 | EAGAN | MN | 55121 | N/A | PC | General & Unrestricted | $1,000 |
| AMES SHALOM COMMUNITY INC | |||||||
| 2304 PENNSYLVANIA AVE | BALTIMORE | MD | 21217 | N/A | PC | General & Unrestricted | $2,000 |
| BALTIMORE ANIMAL RESCUE AND CARE SHELTER INC | |||||||
| 2490 GILES RD | BROOKLYN | MD | 21225 | N/A | PC | General & Unrestricted | $500 |
| BALTIMORE CHILDRENS MUSEUM INC | |||||||
| 35 MARKET PL | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $1,000 |
| BALTIMORE HUNGER PROJECT LLC | |||||||
| 9596 DEERECO RD | LUTHVLE TIMON | MD | 21093 | N/A | PC | General & Unrestricted | $1,000 |
| BLUE WATER BALTIMORE | |||||||
| 2631 SISSON ST | BALTIMORE | MD | 21211 | N/A | PC | General & Unrestricted | $500 |
| BREAKTHROUGH T1D | |||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | General & Unrestricted | $5,000 |
| CALVERT SCHOOL INC | |||||||
| 105 TUSCANY RD | BALTIMORE | MD | 21210 | N/A | PC | General & Unrestricted | $1,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $8,000 |
| CHRISTOPHER COFFLAND MEMORIAL FUND INC | |||||||
| 2066 YORK RD STE 205A | TIMONIUM | MD | 21093 | N/A | PC | General & Unrestricted | $1,500 |
| COOL KIDS CAMPAIGN FOUNDATION INC | |||||||
| 8422 BELLONA LN STE 102 | TOWSON | MD | 21204 | N/A | PC | General & Unrestricted | $1,000 |
| CUENCA DE LOS OJOS | |||||||
| 5470 E BROADWAY BLVD | TUCSON | AZ | 85711 | N/A | PC | General & Unrestricted | $2,000 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| GBMC FOUNDATION INC | |||||||
| 6701 N CHARLES ST | BALTIMORE | MD | 21204 | N/A | SO II | General & Unrestricted | $30,000 |
| GETTYSBURG COLLEGE | |||||||
| 300 N WASHINGTON ST CAMPUS BOX 423 | GETTYSBURG | PA | 17325 | N/A | PC | General & Unrestricted | $1,500 |
| GRAND HARBOR COMMUNITY OUTREACH PROGRAM INC | |||||||
| PO BOX 644017 | VERO BEACH | FL | 32964 | N/A | PC | General & Unrestricted | $500 |
| HUNTSMAN CANCER FOUNDATION | |||||||
| 500 S HUNTSMAN WAY | SALT LAKE CTY | UT | 84108 | N/A | SO III FI | General & Unrestricted | $10,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD STE N4327B | BALTIMORE | MD | 21211 | N/A | PC | General & Unrestricted | $1,000 |
| LAKE ROLAND NATURE COUNCIL INC | |||||||
| 1000 LAKESIDE DR | BALTIMORE | MD | 21210 | N/A | PC | General & Unrestricted | $1,500 |
| MARYLAND FOOD BANK INC | |||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 21227 | N/A | PC | General & Unrestricted | $1,000 |
| MARYLAND SPCA INC | |||||||
| 3300 FALLS RD | BALTIMORE | MD | 21211 | N/A | PC | General & Unrestricted | $500 |
| MCDONOGH SCHOOL INCORPORATED | |||||||
| 8600 MCDONOGH RD | OWINGS MILLS | MD | 21117 | N/A | PC | General & Unrestricted | $1,000 |
| MEALS ON WHEELS OF CENTRAL MARYLAND INC | |||||||
| 515 S HAVEN ST | BALTIMORE | MD | 21224 | N/A | PC | General & Unrestricted | $1,000 |
| MOTHER SETON ACADEMY INC | |||||||
| 2215 GREENMOUNT AVE | BALTIMORE | MD | 21218 | N/A | PC | General & Unrestricted | $2,500 |
| OREGON RIDGE NATURE CENTER COUNCIL | |||||||
| 13555 BEAVER DAM RD | COCKEYSVILLE | MD | 21030 | N/A | PC | General & Unrestricted | $1,500 |
| PAWS FOR PURPLE HEARTS | |||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | N/A | PC | General & Unrestricted | $500 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 105 OLD MAIN | UNIVERSITY PARK | PA | 16802 | N/A | GOV | Arboretum fund | $1,500 |
| REID PARK ZOOLOGICAL SOCIETY | |||||||
| 1030 S RANDOLPH WAY | TUCSON | AZ | 85716 | N/A | PC | General & Unrestricted | $500 |
| RELEASE RECOVERY FOUNDATION INC | |||||||
| 55 W 19TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,500 |
| SAVE THE CHIMPS INC | |||||||
| 16891 CAROLE NOON LN | FORT PIERCE | FL | 34945 | N/A | PC | General & Unrestricted | $500 |
| ST ANNE CATHOLIC CHURCH | |||||||
| 200 HAMEL RD | HAMEL | MN | 55340 | N/A | PC | General & Unrestricted | $2,500 |
| THE MARYLAND ZOOLOGICAL SOCIETY INC | |||||||
| 1876 MANSION HOUSE DR | BALTIMORE | MD | 21217 | N/A | PC | General & Unrestricted | $500 |
| UNIVERSITY OF ROCHESTER | |||||||
| 300 E RIVER RD PO BOX 270032 | ROCHESTER | NY | 14627 | N/A | PC | General & Unrestricted | $500 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $500 |
| WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | SO I | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,065 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,692 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $165,444 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $211,201 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,201 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (52 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR LEASE CORP SER A MTN CALL | $4,762 | $4,926 |
| ALCAN INC - 5.750% - 06/01/203 | $4,349 | $4,261 |
| AMERICAN HONDA FIN CORP SER A | $3,999 | $3,929 |
| ANHEUSER-BUSCH INBEV WLDW INC | $4,117 | $4,134 |
| APPLIED MATERIALS INC - 3.300% | $3,884 | $3,979 |
| AT&T - 2.250% - 02/01/2032 | $5,014 | $5,271 |
| CAMPBELL SOUP CO NOTE CALL MAK | $5,611 | $4,999 |
| CSX CORP - 4.250% - 03/15/2029 | $3,898 | $4,032 |
| CVS HEALTH CORP NOTE CALL MAKE | $5,347 | $4,967 |
| D R HORTON INC - 5.500% - 10/1 | $4,005 | $4,175 |
| DELL INTL LLC - 5.400% - 04/15 | $3,995 | $4,108 |
| EATON CORP OHIO - 4.150% - 03/ | $4,892 | $4,920 |
| ECOLAB INC - 1.300% - 01/30/20 | $2,770 | $2,608 |
| ENTERGY CORP - 2.400% - 06/15/ | $2,948 | $2,694 |
| EXPEDIA GROUP INC SER B NOTE C | $4,689 | $4,799 |
| FEDEX CORP - 4.250% - 05/15/20 | $5,705 | $5,023 |
| FIFTH THIRD BANCORP - 0.000% - | $4,876 | $4,905 |
| FISERV INC - 2.250% - 06/01/20 | $5,149 | $4,867 |
| GENERAL MOTORS FINL CO - 3.600 | $5,324 | $4,816 |
| GEORGIA PWR CO - 5.250% - 03/1 | $4,004 | $4,130 |
| HOME DEPOT INC - 3.250% - 04/1 | $3,666 | $3,765 |
| HONEYWELL INTL INC - 5.000% - | $2,977 | $3,090 |
| KEYCORP - 6.400% - 03/06/2035 | $4,209 | $4,352 |
| KINDER MORGAN INC - 5.850% - 0 | $4,210 | $4,242 |
| KLA CORP NOTE - 4.700% - 02/01 | $3,875 | $4,020 |
| LINCOLN NATL - 3.400% - 01/15/ | $5,389 | $4,753 |
| LOCKHEED MARTIN CORP NOTE - 5. | $3,183 | $3,157 |
| LOWES - 3.650% - 04/05/2029 | $5,504 | $4,935 |
| MARATHON PETROLEUM CORP - 5.70 | $3,892 | $4,124 |
| MARRIOTT INTL INC - 3.500% - 1 | $3,280 | $3,735 |
| MARSH & MCLENNAN COS INC - 5.1 | $4,006 | $4,132 |
| META PLATFORMS INC - 4.950% - | $3,816 | $4,124 |
| METLIFE INC - 4.550% - 03/23/2 | $4,701 | $4,086 |
| NEXTERA ENERGY CAP HLDGS INC B | $3,881 | $3,562 |
| NORTHROP GRUMMAN CORP - 4.400% | $4,673 | $4,034 |
| NOVARTIS CAPITAL CORP NOTE - 3 | $4,282 | $3,970 |
| OCCIDENTAL PETE CORP - 6.375% | $4,188 | $4,190 |
| PHILIP MORRIS INTL - 3.375% - | $5,434 | $4,878 |
| PIEDMONT REIT - 5.400% - 06/15 | $2,924 | $3,117 |
| REALTY INCOME CORP - 5.130% - | $4,113 | $4,069 |
| REPUBLIC SERVICES INC - 1.750% | $4,042 | $4,319 |
| SCHWAB CHARLES CORP - 2.000% - | $5,072 | $4,810 |
| SHERWIN-WILLIAMS CO - 2.950% - | $5,279 | $4,790 |
| SIMON PROPERTY GROUP LP - 4.75 | $3,977 | $3,978 |
| T MOBILE USA INC NOTE CALL MAK | $4,617 | $5,103 |
| TARGET CORP NOTE CALL MAKE WHO | $3,656 | $3,930 |
| THERMO - 2.000% - 10/15/2031 | $3,389 | $3,570 |
| TOYOTA MOTOR CORP - 1.339% - 0 | $5,036 | $4,971 |
| UNITED PARCEL SERVICE - 4.450% | $4,717 | $4,071 |
| WASTE MGMT INC - 1.150% - 03/1 | $2,872 | $2,829 |
| WELLS FARGO - 2.393% - 06/02/2 | $5,146 | $4,877 |
| WELLTOWER INC - 2.800% - 06/01 | $4,114 | $3,709 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (165 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $3,366 | $3,884 |
| AGNICO EAGLE MINES LTD | $522 | $1,356 |
| AGREE REALTY CORP | $2,170 | $2,089 |
| ALIGNMENT HEALTHCARE INC | $4,152 | $4,780 |
| ALLSTATE CORP | $5,663 | $7,702 |
| ALPHABET INC CL A | $26,831 | $43,194 |
| AMAZON COM | $17,698 | $23,774 |
| AMERICAN EXPRESS CO | $2,346 | $3,700 |
| AMERICAN HOMES 4 RENT | $1,384 | $1,252 |
| AMERICAN TOWER REIT INC | $4,256 | $3,863 |
| AMERICOLD REALTY TRUST | $581 | $270 |
| AMPHENOL CORPORATION | $1,652 | $4,324 |
| ANALOG DEVICES INC | $8,867 | $9,492 |
| APPLE INC | $30,369 | $43,769 |
| APPLOVIN CORP | $2,719 | $5,391 |
| ASTRAZENECA PLC SP ADR | $2,644 | $3,401 |
| AT&T, INC | $17,132 | $16,047 |
| AXON ENTERPRISE | $2,698 | $2,840 |
| BANK NEW YORK MELLON CORP COM | $2,552 | $3,367 |
| BLACKROCK INC | $11,007 | $16,055 |
| BOEING CO | $2,111 | $2,605 |
| BOSTON PPTYS INC | $1,972 | $1,889 |
| BOSTON SCIENTIFIC | $7,127 | $7,247 |
| BOYD GAMING CORP | $4,416 | $5,285 |
| BREAD FINANCIAL HOLDINGS | $3,999 | $5,182 |
| BROADCOM INC | $14,608 | $26,996 |
| CAESARS ENTERTAINMENT INC | $1,627 | $1,053 |
| CAMTEK ORD SHS | $5,236 | $4,892 |
| CARETRUST REIT, INC | $1,090 | $1,229 |
| CATALYST PHARMACEUTICALS INC | $4,296 | $4,645 |
| CATERPILLAR INC | $7,793 | $8,593 |
| CENCORA INC | $1,649 | $2,364 |
| CLOUDFLARE, INC. | $2,881 | $2,760 |
| COMMUNICATION SVCS SLCT SCTR S | $38,352 | $63,921 |
| CONOCOPHILLIPS | $1,467 | $1,685 |
| CONSTELLATION ENERGY GROUP INC | $1,757 | $2,826 |
| COSTCO WHOLESALE CORPORATION | $5,886 | $8,623 |
| CROWN CASTLE INTL | $8,409 | $7,376 |
| CSX CORP | $6,516 | $6,670 |
| DELL TECHNOLOGIES INC CLASS C | $6,980 | $5,790 |
| DICK'S SPORTING GDS | $2,036 | $1,782 |
| DIGITAL RLTY TR INC | $14,104 | $16,090 |
| DOLLAR GENERAL CORP | $2,643 | $3,718 |
| DYCOM INDS INC | $2,579 | $4,393 |
| EATON CORP PLC | $3,451 | $3,822 |
| ELI LILLY & CO | $17,171 | $23,643 |
| EMERSON ELECTRIC CO | $7,672 | $9,025 |
| ENTERGY CORP | $1,788 | $2,496 |
| EQUINIX, INC | $3,655 | $3,831 |
| EQUITY LIFESTYLE PRP | $791 | $788 |
| EQUITY RESIDENTIAL PPTYS TR | $1,262 | $1,261 |
| ESSEX PRTY TR INC | $2,977 | $3,140 |
| EXTRA SPACE STORAGE | $5,424 | $4,818 |
| EXXON MOBIL CORP | $16,118 | $18,653 |
| FERRARI NV | $4,060 | $4,435 |
| FIRST BANCORP P.R. | $4,268 | $4,561 |
| FREEPORT-MCMORAN COPPER & GOLD | $5,350 | $5,993 |
| GAMING AND LEISURE PROPERTIES, | $788 | $804 |
| GEN DYNAMICS CP | $5,027 | $6,397 |
| GENERAL ELECTRIC CO | $2,184 | $2,156 |
| GILEAD SCIENCES INC | $7,734 | $9,942 |
| GOLDMAN SACHS GROUP | $3,663 | $4,395 |
| GRANITE RIDGE RES | $1,897 | $1,678 |
| HARTFORD SCHRODERS INTERNATION | $75,484 | $99,408 |
| HEALTHCARE REALTY TRUST | $1,977 | $1,966 |
| HEWLETT PACKARD ENTERPRISE CO | $7,600 | $10,136 |
| HIGHWOODS PRPTY INC | $1,085 | $1,162 |
| HILTON WORLDWIDE HOLDINGS, INC | $1,124 | $2,011 |
| HOME DEPOT INC | $7,900 | $7,914 |
| HOST HOTELS & RESORTS INC | $2,414 | $2,766 |
| HOWMET AEROSPACE ORD SHS | $1,031 | $3,280 |
| HP INC | $3,299 | $2,429 |
| HUDSON PACIFIC PROPERTIES INC | $706 | $401 |
| INTERNATIONAL BUSINESS MACHINE | $4,990 | $9,479 |
| INTUITIVE SURGICAL | $2,597 | $3,965 |
| INVESCO S&P 500 EQUAL WEIGHT E | $64,021 | $82,178 |
| INVITATION HOMES INC. | $3,360 | $2,862 |
| IRON MOUNTAIN | $3,203 | $3,401 |
| ISHARES CORE MSCI EAFE ETF | $62,435 | $81,139 |
| JFROG | $3,715 | $4,685 |
| JOHNSON CONTROLS INTERNATIONAL | $1,995 | $3,114 |
| JP MORGAN CHASE | $11,203 | $22,878 |
| KILROY REALTY CP | $359 | $411 |
| KIMCO RLTY CORP | $2,033 | $2,149 |
| KINDER MORGAN INC | $6,865 | $9,182 |
| KITE RLTY GROUP TRUST | $1,496 | $1,654 |
| LAM RESEARCH CORP | $4,840 | $5,307 |
| LAMAR ADVERTISING CO CL A REIT | $468 | $506 |
| LIFE TIME GROUP HOLDINGS | $4,705 | $4,758 |
| LINDE PLC COM | $1,837 | $2,132 |
| LIQUIDIA TECHNOLOGIES, INC. | $3,613 | $5,242 |
| LIVE NATION INC COM | $1,715 | $1,710 |
| MARTIN MARIETTA MATLS INC | $2,973 | $3,113 |
| MASTERCARD INC | $2,766 | $3,425 |
| MATERIALS SELECT SECTOR SPDR | $38,810 | $41,994 |
| MCDONALD'S CORP | $6,483 | $6,418 |
| MEDTRONIC PLC | $7,208 | $7,973 |
| META PLATFORMS INC | $17,881 | $16,502 |
| MICROSOFT CORP | $37,440 | $52,231 |
| NETFLIX INC | $5,258 | $5,251 |
| NEUBERGER BERMAN LARGE CAP VAL | $111,743 | $138,060 |
| NMI HOLDINGS, INC | $4,543 | $4,895 |
| NVIDIA CORP | $32,917 | $56,323 |
| O-I GLASS INC | $4,671 | $4,812 |
| OMEGA HEALTHCARE INV | $1,044 | $1,153 |
| ONE GAS INC | $4,778 | $4,635 |
| ORACLE CORP | $2,818 | $2,924 |
| OSI SYSTEMS, INC | $4,094 | $4,846 |
| OUTFRONT MEDIA INC | $518 | $675 |
| PACS GROUP INC | $766 | $768 |
| PALO ALTO NETWORKS INC | $2,621 | $3,500 |
| PARKER HANNIFIN CP | $2,367 | $6,153 |
| PEPSICO INC | $4,906 | $4,449 |
| PRINCIPAL FINANCIAL GROUP | $4,481 | $5,116 |
| PROCTER GAMBLE CO | $3,187 | $2,723 |
| PROGRESSIVE CORP OHIO | $4,733 | $5,465 |
| PROLOGIS | $6,108 | $6,766 |
| PTC THERAPEUTICS INC | $3,373 | $4,710 |
| PUBLIC STORAGE INC | $1,854 | $1,557 |
| PUBLIC SVC ENTERPRISE GROUP IN | $9,201 | $9,395 |
| QUANTA SVCS INC | $2,791 | $2,954 |
| RAYTHEON TECHNOLOGIES CORP | $4,598 | $6,786 |
| REALTY INCOME CORP | $7,487 | $7,441 |
| ROSS STORES, INC | $2,957 | $3,963 |
| RUSH ENTERPRISES, INC | $4,233 | $4,855 |
| S&P GLOBAL INC COM | $2,611 | $3,136 |
| SABRA HEALTHCARE REIT INC | $4,416 | $4,754 |
| SANMINA-SCI CORPORATION | $4,170 | $4,652 |
| SAP AKTIENGESELL ADS | $1,735 | $1,457 |
| SBA COMMUNICATIONS CORP | $2,340 | $2,128 |
| SEAGATE TECHNOLOGY HOLDINGS PL | $2,120 | $3,855 |
| SELECT MEDICAL | $3,659 | $3,371 |
| SERVICE NOW | $4,062 | $3,217 |
| SHOPIFY INC | $3,138 | $3,058 |
| SIMON PPTY GROUP INC | $9,800 | $11,847 |
| SL GREEN REALTY CORP | $645 | $596 |
| SNOWFLAKE INC | $2,470 | $2,632 |
| SPOTIFY TECHNOLOGY SA | $2,534 | $2,904 |
| SUN COMMUNITIES INC | $2,828 | $2,726 |
| SYNCHRONY FINANCIAL | $5,717 | $9,344 |
| SYNDAX PHARMACEUTICALS INC | $3,940 | $5,400 |
| T. ROWE PRICE EMERGING MARKETS | $77,095 | $103,187 |
| TAKE-TWO INTERACTIVE SOFTWARE | $2,632 | $3,328 |
| TECHNOLOGY SPDR | $29,515 | $60,179 |
| TESLA MOTORS INC | $6,812 | $11,243 |
| THE COCA-COLA CO | $4,682 | $4,614 |
| THERMO FISHER SCIENTIFIC INC | $2,540 | $2,897 |
| TJX COMPANIES INC | $9,171 | $11,982 |
| TOPBUILD CORP | $2,678 | $3,338 |
| TPG INC CL A | $1,812 | $2,043 |
| TRUIST FINANCIAL CORPORATION | $7,648 | $10,482 |
| U.S. PHYSICAL THERAPY INC | $5,230 | $4,920 |
| UBER | $2,180 | $2,288 |
| UDR INC | $1,842 | $1,761 |
| UNION PACIFIC | $2,252 | $2,313 |
| VERIZON COMMUNICATIONS | $2,963 | $2,770 |
| VISA INC | $3,632 | $5,261 |
| WAL-MART STORES INC | $7,635 | $8,801 |
| WELLS FARGO & CO | $9,885 | $12,489 |
| WELLTOWER INC. | $14,333 | $23,758 |
| WESTERN DIGITAL CORP | $4,041 | $8,269 |
| WEYERHAEUSER CO | $3,203 | $2,464 |
| WILLIAMS COS | $5,665 | $8,956 |
| WORKDAY INC | $2,174 | $1,933 |
| XCEL ENERGY INC | $7,887 | $8,937 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,804 | $11,804 | |
| Bank Charges | $5 | $5 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $14,579 | Amt |
| Net Investment Income | $14,579 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $2,600 | |
| 990-PF Excise Tax for 2024 | $858 | |
| Foreign Tax Paid | $44 | $44 |