GLADWOOD FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: GLADWOOD FOUNDATION (EIN 23-2997944)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-04-21
IRS object ID: 202511119349100766
Schema version: 2024v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-04-21T15:01:30-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2100 ONE PPG PLACE	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15222	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	232997944	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GLADWOOD FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GLAD	BusinessNameControlTxt
Phone	4127623350	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 FIRST AVE P7-PFSC-03-Z	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15219	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PNC BANK N A	PersonNm
Person Title	TAX MANAGER	PersonTitleTxt
Phone	4127623350	PhoneNum
Signature	2025-03-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JASON BELOT	PreparerPersonNm
PTIN	P00183464	PTIN
Phone	3302555814	PhoneNum
Preparation	2025-03-17	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	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	$2,580,436	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$34,491	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$34,491	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$71,125	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$71,125	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$71,125	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss	$1,091	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$106,707	TotalRevAndExpnssAmt
Total Net Invst Incm	$105,616	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$20,416	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$12,250	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$8,166	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$1,103	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$531	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$21,519	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$12,781	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$8,166	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$97,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$97,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$118,519	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$12,781	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$105,166	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$11,812	ExcessRevenueOverExpensesAmt
Net Investment Income	$92,835	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$131,419	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$48,025	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$48,025	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY	$3,186	CorporateStockBOYAmt
Corporate Stock EOY	$3,186	CorporateStockEOYAmt
Corporate Stock EOYFMV	$367,369	CorporateStockEOYFMVAmt
Other Investments BOY	$1,160,471	OtherInvestmentsBOYAmt
Other Investments EOY	$1,232,467	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,165,042	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,295,076	TotalAssetsBOYAmt
Total Assets EOY	$1,283,678	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,580,436	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,295,076	CapitalStockBOYAmt
Capital Stock EOY	$1,283,678	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,295,076	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,283,678	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,295,076	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,283,678	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,295,076	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$11,812	ExcessRevenueOverExpensesAmt
Other Increases	$616	OtherIncreasesAmt
Subtotal	$1,283,880	SubtotalAmt
Other Decreases	$202	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,283,678	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	CAPITAL GAIN DIVIDENDS	PropertyDesc
How Acquired	P	HowAcquiredCd
Gain Or Loss	$71,125	GainOrLossAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$71,125	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,290	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,290	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,290	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,146	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$1,146	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$144	TaxDueAmt
Applied To ES Tax	$0	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	PA	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	PNC BANK NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4127623350	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 FIRST AVE P7-PFSC-03-Z	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15219	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	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
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

Field	Value	IRS element (for citing)
Person	PNC BANK N A	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 FIRST AVE P7-PFSC-03-Z	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15219	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	4	AverageHrsPerWkDevotedToPosRt
Compensation	$20,416	CompensationAmt

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

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	$2,500,058	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,500,058	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,500,058	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$37,501	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,462,557	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$123,128	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$123,128	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,290	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,290	TotalTaxAmt
Distributable Before Adj	$121,838	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$121,838	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$121,838	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$105,166	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	$105,166	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$121,838	DistributableAsAdjustedAmt
Undistributed Income PY	$96,068	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$105,166	QualifyingDistributionsAmt
Applied To Year1	$96,068	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$9,098	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$112,740	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
WASHINGTON COLLEGE
300 WASHINGTON AVE	CHESTERTWON	MD	21620	NONE	PC	GENERAL SUPPORT	$5,000
BAYSIDE HOYAS
400 S CROSS ST STE 2	CHESTERTOWN	MD	21620	NONE	PC	GENERAL SUPPORT	$1,000
SUMNER HALL
315 HIGH STREET SUITE 106	CHESTERTOWN	MD	21620	NONE	PC	GENERAL SUPPORT	$1,000
GUNSTON DAY SCHOOL INC
PO BOX 200 911 GUNSTON ROAD	CENTREVILLE	MD	21617	NONE	PC	GENERAL SUPPORT	$20,000
ST ANDREWS SCHOOL
350 NOXONTOWN ROAD	MIDDLETOWN	DE	197091605	NONE	PC	GENERAL SUPPORT	$12,500
DOWNEAST RAIL HERITAGE PRESERVATION
PO BOX 950	BAR HARBOR	ME	04609	NONE	PC	GENERAL SUPPORT	$1,000
HORIZONS OF KENT COUNTY
201 TALBOT BLVD	CHESTERTOWN	MD	21620	NONE	PC	GENERAL SUPPORT	$7,500
KENT SCHOOL INC
6788 WILKINS LANE	CHESTERTOWN	MD	21620	NONE	PC	GENERAL SUPPORT	$19,500
B F JONES MEMORIAL LIBRARY
663 FRANKLIN AVENUE	ALIQUIPPA	PA	15001	NONE	PC	GENERAL SUPPORT	$12,000
THE COMMUNITY FOOD PANTRY
401 HIGH STREET	CHESTERTOWN	MD	21620	NONE	PC	GENERAL SUPPORT	$7,500
REBUILDING TOGETHER PITTSBURGH
7800 SUSQUEHANNA STREET	PITTSBURGH	PA	152082151	NONE	PC	GENERAL SUPPORT	$3,000
SHORERIVERS INC
114 S WASHINGTON ST STE 301	EASTON	MD	216012962	NONE	PC	GENERAL SUPPORT	$2,000
COMMON GOOD FOOD PANTRY
19 CLARK POINT ROAD	SW HBR	ME	046794415	NONE	PC	GENERAL SUPPORT	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$97,000	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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$34,491	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	$71,125	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX REFUND	Desc
Exclusion	14	ExclusionCd
Exclusion	$1,091	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$106,707	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$106,707	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
478160104 JOHNSON & JOHNSON	$1,434	$137,389
693506107 PPG INDUSTRIES INC	$617	$83,615
053015103 AUTOMATIC DATA PROCE	$1,135	$146,365

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
256206103 DODGE & COX INTERNAT	AT COST	$63,037	$101,163
464287200 ISHARES CORE S&P 500	AT COST	$176,025	$341,434
922042775 VANGUARD FTSE ALL WO	AT COST	$53,590	$57,410
922908629 VANGUARD MID CAP ETF	AT COST	$53,048	$79,239
922908744 VANGUARD VALUE ETF	AT COST	$79,608	$111,738
922908751 VANGUARD SMALL CAP E	AT COST	$77,174	$120,140
46090E103 INVESCO QQQ TRUST ET	AT COST	$60,603	$117,583
97717X669 WISDOMTREE U.S. QUAL	AT COST	$49,426	$80,930
741479406 T ROWE PR GROWTH STO	AT COST	$456,904	$953,558
779562206 T ROWE PR NEW HORIZO	AT COST	$38,681	$39,432
779578301 T ROWE PRICE VALUE F	AT COST	$124,371	$162,415

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	2024 TRANSACTIONS POSTED IN 2025	Desc
Amt	$202	Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX REFUND	Desc
Revenue And Expenses Per Books	$1,091	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
2023 TRANSACTIONS POSTED IN 2024	$613
ROUNDING	$3

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL ESTIMATES - PRINCIPAL	$572	$0	$0
FOREIGN TAXES ON QUALIFIED FOR	$483	$483	$0
FOREIGN TAXES ON NONQUALIFIED	$48	$48	$0