ANDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION INC (EIN 20-2988084)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-10
- IRS object ID
- 202521009349100807
- Schema version
- 2024v5.1
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-10T08:45:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | NE | StateAbbreviationCd |
| ZIP | 11042 | 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 | 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 | % WILLIAM R ANDERSON | InCareOfNm |
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 7634432356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 Shadyview Lane North | AddressLine1Txt |
| City | Plymouth | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55447 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7634432356 | PhoneNum |
| Signature | 2025-04-03 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $1,931,055 | 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 | $1,481 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,481 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $154,103 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,248,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $154,103 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,156 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $200,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,879 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $13,861 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,861 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $78 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,573 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,941 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,573 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,314 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,941 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,573 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $75,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,774 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,774 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,348,175 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,363,752 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,648,817 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $198,608 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $224,489 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $210,464 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,584,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,660,015 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,931,055 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,584,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,660,015 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,584,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,660,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,584,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,660,015 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,584,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $75,721 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,660,015 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,660,015 | 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 | $1,248,878 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,094,775 | CostOrOtherBasisAmt |
| Gain Or Loss | $154,103 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $154,103 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $154,103 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,515 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,515 | SubtotalAmt |
| Tax Based On Investment Income | $2,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,657 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,657 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $858 | TaxDueAmt |
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 | WILLIAM R ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7634432356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 Shadyview Lane North | AddressLine1Txt |
| City | Plymouth | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 55447 | 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 | ||||||||
| 1305 Shadyview Lane North | Plymouth | MN | 55447 | Sec, Trustee | 1.0 | $0 | $0 | $0 |
| John E Anderson | ||||||||
| 1305 Shadyview Lane North | Plymouth | MN | 55447 | Trustee, VP | 1.0 | $0 | $0 | $0 |
| Patricia C Anderson | ||||||||
| 1305 Shadyview Lane North | Plymouth | MN | 55447 | Treas, Trustee | 1.0 | $0 | $0 | $0 |
| William R Anderson | ||||||||
| 1305 Shadyview Lane North | Plymouth | MN | 55447 | 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 | $1,881,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,926,885 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,926,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,903 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,897,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,515 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,515 | TotalTaxAmt |
| Distributable Before Adj | $92,384 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $92,384 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,384 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,573 | 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 | $109,573 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,706 | UndistributedIncomePYAmt |
| Qualifying Distributions | $109,573 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,706 | AppliedToYear1Amt |
| Applied To Current Year | $37,867 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $54,517 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS UNITED GREATER NEW YORK INC | |||||||
| 42 BROADWAY STE 1724 | NEW YORK | NY | 10004 | N/A | PC | to support the Walk ALS Westchester on behalf of Team Janice / Janice Sanders | $1,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | Greater Maryland Chapter | $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 | $1,500 |
| AUTISM SPEAKS INC | |||||||
| 1990 K ST NW 2ND FL | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $500 |
| BALTIMORE ANIMAL RESCUE AND CARE SHELTER INC | |||||||
| 2490 GILES RD | BALTIMORE | 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 |
| BLUE WATER BALTIMORE | |||||||
| 2631 SISSON ST | BALTIMORE | MD | 21211 | N/A | PC | General & Unrestricted | $500 |
| BREAKTHROUGH T1D | |||||||
| 200 VESEY ST 28TH FLOOR | NEW YORK | NY | 10281 | 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 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | 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 |
| HEALTH CARE FOR THE HOMELESS INC | |||||||
| 421 FALLSWAY | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $1,500 |
| HELPING UP MISSION INCORPORATED | |||||||
| 1029 E BALTIMORE ST | BALTIMORE | MD | 21202 | 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 |
| JOHN CARROLL SCHOOL INC | |||||||
| 703 E CHURCHVILLE RD | BEL AIR | MD | 21014 | 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 |
| MESA GLOBAL | |||||||
| 205 REGENCY EXECUTIVE PK DR STE 430 | CHARLOTTE | NC | 28217 | N/A | PC | General & Unrestricted | $2,500 |
| MOTHER SETON ACADEMY INC | |||||||
| 2215 GREENMOUNT AVE | BALTIMORE | MD | 21218 | N/A | PC | General & Unrestricted | $2,500 |
| PAWS FOR PURPLE HEARTS | |||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | N/A | PC | General & Unrestricted | $500 |
| REID PARK ZOOLOGICAL SOCIETY | |||||||
| 1030 S RANDOLPH WAY | TUCSON | AZ | 85716 | N/A | PC | General & Unrestricted | $1,000 |
| 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 |
| TOWSON UNIVERSITY FOUNDATION INC | |||||||
| 401 WASHINGTON AVE STE 740 | TOWSON | MD | 21204 | 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 | $1,000 |
| 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 | $1,481 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,295 | 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 | $154,103 | 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 | 01 | ExclusionCd |
| Exclusion | $5,156 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $200,035 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $200,035 | 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 | $4,768 |
| ALPHABET - 0.800% - 08/15/2027 | $3,547 | $3,660 |
| AMERICAN HONDA FIN CORP SER A | $3,999 | $3,781 |
| ANHEUSER-BUSCH INBEV WLDW INC | $4,117 | $3,957 |
| APPLIED MATERIALS INC - 3.300% | $3,884 | $3,898 |
| AT&T - 2.250% - 02/01/2032 | $5,014 | $4,962 |
| BOSTON PPTYS LTD PARTNERSHIP N | $3,182 | $2,887 |
| CAMPBELL SOUP CO NOTE CALL MAK | $5,610 | $4,880 |
| CITIGROUP INC NOTE - 4.400% - | $5,499 | $4,985 |
| COMCAST CORP NOTE - 3.300% - 0 | $5,453 | $4,857 |
| CSX CORP - 4.250% - 03/15/2029 | $3,898 | $3,916 |
| CVS HEALTH CORP NOTE CALL MAKE | $5,347 | $4,843 |
| DELL INTL LLC - 5.400% - 04/15 | $3,995 | $3,991 |
| EATON CORP OHIO - 4.150% - 03/ | $4,892 | $4,701 |
| ECOLAB INC - 1.300% - 01/30/20 | $2,770 | $2,429 |
| ENTERGY CORP - 2.400% - 06/15/ | $2,948 | $2,532 |
| EQUINOR ASA - 2.875% - 04/06/2 | $3,908 | $3,983 |
| EXPEDIA GROUP INC SER B NOTE C | $4,689 | $4,609 |
| FEDEX CORP - 4.250% - 05/15/20 | $5,705 | $4,843 |
| FISERV INC - 2.250% - 06/01/20 | $5,149 | $4,715 |
| GENERAL MOTORS FINL CO - 3.600 | $5,324 | $4,583 |
| GEORGIA PWR CO - 5.250% - 03/1 | $4,004 | $3,972 |
| HOME DEPOT INC - 3.250% - 04/1 | $3,666 | $3,569 |
| HONEYWELL INTL INC - 5.000% - | $2,977 | $2,985 |
| KLA CORP NOTE - 4.700% - 02/01 | $3,875 | $3,883 |
| LINCOLN NATL - 3.400% - 01/15/ | $5,389 | $4,495 |
| LOCKHEED MARTIN CORP NOTE - 5. | $3,183 | $3,032 |
| LOWES - 3.650% - 04/05/2029 | $5,504 | $4,762 |
| MARATHON PETE CORP - 4.700% - | $5,118 | $4,994 |
| MARRIOTT INTL INC - 3.500% - 1 | $3,280 | $3,530 |
| MARSH & MCLENNAN COS INC - 5.1 | $4,006 | $3,981 |
| META PLATFORMS INC - 4.950% - | $3,816 | $4,007 |
| METLIFE INC - 4.550% - 03/23/2 | $4,701 | $3,945 |
| NEXTERA ENERGY CAP HLDGS INC B | $3,881 | $3,336 |
| NORTHROP GRUMMAN CORP - 4.400% | $4,673 | $3,895 |
| NOVARTIS CAPITAL CORP NOTE - 3 | $4,282 | $3,879 |
| OCCIDENTAL PETE CORP - 6.375% | $4,188 | $4,122 |
| PHILIP MORRIS INTL - 3.375% - | $5,434 | $4,691 |
| PIEDMONT REIT - 5.400% - 06/15 | $2,924 | $3,001 |
| REPUBLIC SERVICES INC - 1.750% | $4,042 | $4,017 |
| SCHWAB CHARLES CORP - 2.000% - | $5,072 | $4,579 |
| SHERWIN-WILLIAMS CO - 2.950% - | $5,279 | $4,590 |
| SIMON PROPERTY GROUP LP - 4.75 | $3,977 | $3,789 |
| T MOBILE USA INC NOTE CALL MAK | $4,617 | $4,897 |
| TARGET CORP NOTE CALL MAKE WHO | $3,656 | $3,795 |
| THERMO - 2.000% - 10/15/2031 | $3,389 | $3,329 |
| TORONTO DOMINION BANK MTN - 3. | $3,979 | $3,985 |
| TOYOTA MOTOR CORP - 1.339% - 0 | $5,036 | $4,809 |
| UNITED PARCEL SERVICE - 4.450% | $4,717 | $3,959 |
| WASTE MGMT INC - 1.150% - 03/1 | $2,872 | $2,684 |
| WELLS FARGO - 2.393% - 06/02/2 | $5,146 | $4,690 |
| WELLTOWER INC - 2.800% - 06/01 | $4,114 | $3,482 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (160 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $4,149 | $3,909 |
| AGNICO EAGLE MINES LTD | $1,465 | $1,799 |
| AGREE REALTY CORP | $1,122 | $1,057 |
| ALLSTATE CORP | $5,680 | $7,712 |
| ALPHABET INC CL A | $23,370 | $32,938 |
| AMAZON COM | $17,947 | $25,449 |
| AMERICAN EXPRESS CO | $1,966 | $3,265 |
| AMERICAN HOMES 4 RENT | $1,561 | $1,684 |
| AMERICAN TOWER REIT INC | $10,832 | $10,271 |
| AMERICOLD REALTY TRUST | $1,785 | $1,327 |
| AMPHENOL CORPORATION | $2,636 | $3,681 |
| APPLE INC | $21,149 | $48,331 |
| APPLIED MATERIALS INC | $1,677 | $2,277 |
| APPLOVIN CORP | $556 | $2,591 |
| ASTRAZENECA | $10,157 | $8,583 |
| AVALONBAY CMNTYS INC | $1,129 | $1,100 |
| BATH & BODY WORKS, INC | $4,548 | $4,575 |
| BLACKROCK INC | $11,437 | $17,427 |
| BLUE OWL CAPITAL | $2,573 | $4,559 |
| BOSTON SCIENTIFIC | $2,785 | $5,002 |
| BOYD GAMING CORP | $5,001 | $5,948 |
| BROADCOM INC | $5,619 | $17,852 |
| CAESARS ENTERTAINMENT INC | $1,388 | $1,170 |
| CAMTEK ORD SHS | $4,795 | $4,765 |
| CATALYST PHARMACEUTICALS INC | $4,555 | $4,383 |
| CENCORA INC | $1,886 | $1,797 |
| CHENIERE ENERGY INC | $2,149 | $2,793 |
| COMCAST CORP | $4,475 | $3,978 |
| COMMUNICATION SVCS SLCT SCTR S | $40,406 | $56,634 |
| CONOCOPHILLIPS | $998 | $1,587 |
| CONSOLIDATED EDISON INC | $6,759 | $6,692 |
| COSTCO WHOLESALE CORPORATION | $4,855 | $9,163 |
| CROWN CASTLE INTL | $6,440 | $5,536 |
| CSX CORP | $4,513 | $4,582 |
| D R HORTON | $3,665 | $4,894 |
| DATADOG INC | $1,911 | $2,715 |
| DELL TECHNOLOGIES INC CLASS C | $1,534 | $1,383 |
| DIGITAL RLTY TR INC | $12,824 | $19,329 |
| DYCOM INDS INC | $3,506 | $4,352 |
| EATON CORP PLC | $4,441 | $7,301 |
| ELI LILLY & CO | $15,408 | $17,756 |
| EMERSON ELECTRIC CO | $7,663 | $10,038 |
| ENTERGY CORP | $2,495 | $2,881 |
| EQUIFAX INC | $2,628 | $2,549 |
| EQUINIX, INC | $3,599 | $4,714 |
| EQUITY LIFESTYLE PRP | $1,128 | $1,132 |
| ESSEX PRTY TR INC | $2,788 | $3,425 |
| EXTRA SPACE STORAGE | $2,720 | $2,842 |
| EXXON MOBIL CORP | $14,287 | $14,952 |
| FERRARI NV | $3,094 | $4,673 |
| FIRST BANCORP P.R. | $3,986 | $4,164 |
| FREEPORT-MCMORAN COPPER & GOLD | $5,285 | $4,036 |
| GE VERNOVA | $2,124 | $2,631 |
| GEN DYNAMICS CP | $5,481 | $5,797 |
| GILEAD SCIENCES INC | $7,632 | $7,944 |
| GROUP 1 AUTOMOTIVE INC | $4,601 | $4,636 |
| H AND E EQUIPMENT SERVICES INC | $3,514 | $4,015 |
| HARTFORD SCHRODERS INTERNATION | $84,981 | $93,474 |
| HCA INC | $3,317 | $3,302 |
| HEALTHCARE REALTY TRUST | $2,289 | $2,305 |
| HEWLETT PACKARD ENTERPRISE CO | $5,327 | $6,747 |
| HIGHWOODS PRPTY INC | $1,093 | $1,529 |
| HILTON WORLDWIDE HOLDINGS, INC | $1,964 | $3,213 |
| HOME DEPOT INC | $7,118 | $8,169 |
| HONEYWELL INTL | $1,942 | $2,033 |
| HOST HOTELS & RESORTS INC | $1,490 | $1,524 |
| HOWMET AEROSPACE ORD SHS | $1,533 | $2,734 |
| HP INC | $5,222 | $5,645 |
| INTAPP INC | $2,963 | $4,294 |
| INTERCONTINENTAL EXCHANGE, INC | $2,778 | $2,682 |
| INTERNATIONAL BUSINESS MACHINE | $8,071 | $12,310 |
| INTERPUBLIC GROUP OF COS | $3,234 | $2,858 |
| INTUITIVE SURGICAL | $2,044 | $4,698 |
| INVESCO S&P 500 EQUAL WEIGHT E | $61,526 | $73,421 |
| INVITATION HOMES INC. | $4,406 | $4,252 |
| IRON MOUNTAIN | $2,291 | $3,784 |
| ISHARES CORE MSCI EAFE ETF | $70,938 | $73,724 |
| JOHNSON CONTROLS INTERNATIONAL | $2,750 | $2,841 |
| JP MORGAN CHASE | $10,323 | $19,177 |
| KENVUE INC | $966 | $982 |
| KIMCO RLTY CORP | $1,462 | $1,898 |
| KINDER MORGAN INC | $6,894 | $11,481 |
| KIRBY CORPORATION | $5,197 | $4,549 |
| KRAFT HEINZ CO | $3,611 | $3,010 |
| LAMAR ADVERTISING CO CL A REIT | $1,153 | $1,096 |
| LINDE PLC COM | $2,152 | $2,512 |
| LINEAGE INC | $828 | $586 |
| LOWES COMPANIES INC | $2,709 | $2,962 |
| MADISON SQUARE GARDEN ENTERTAI | $6,072 | $5,269 |
| MARTIN MARIETTA MATLS INC | $2,419 | $2,066 |
| MASTERCARD INC | $1,954 | $2,633 |
| MATERIALS SELECT SECTOR SPDR | $34,843 | $35,255 |
| MCDONALD'S CORP | $4,940 | $5,218 |
| MEDTRONIC PLC | $7,816 | $7,189 |
| META PLATFORMS INC | $7,318 | $11,710 |
| MICROSOFT CORP | $36,227 | $49,737 |
| MONGODB INC CL A | $3,354 | $3,027 |
| NETFLIX INC | $2,021 | $3,565 |
| NEUBERGER BERMAN LARGE CAP VAL | $114,988 | $126,209 |
| NOVO NORDISK A S | $3,703 | $2,409 |
| NVIDIA CORP | $24,625 | $47,942 |
| OMEGA HEALTHCARE INV | $2,663 | $2,725 |
| ORACLE CORP | $3,924 | $3,833 |
| PACS GROUP INC | $766 | $262 |
| PALO ALTO NETWORKS INC | $1,841 | $2,911 |
| PARKER HANNIFIN CP | $2,676 | $5,088 |
| PEPSICO INC | $11,740 | $10,492 |
| PRINCIPAL FINANCIAL GROUP | $4,537 | $5,032 |
| PROCEPT BIOROBOTICS | $3,035 | $4,107 |
| PROCTER GAMBLE CO | $7,109 | $7,544 |
| PROGRESSIVE CORP OHIO | $4,938 | $7,668 |
| PROLOGIS | $10,844 | $9,302 |
| PUBLIC STORAGE INC | $3,580 | $3,593 |
| PUBLIC SVC ENTERPRISE GROUP IN | $6,807 | $7,435 |
| RAYTHEON TECHNOLOGIES CORP | $5,888 | $5,786 |
| REALTY INCOME CORP | $4,816 | $4,540 |
| ROSS STORES, INC | $2,607 | $3,025 |
| RUSH ENTERPRISES, INC | $3,406 | $4,328 |
| S&P GLOBAL INC COM | $6,368 | $7,470 |
| SABRA HEALTHCARE REIT INC | $4,414 | $4,884 |
| SBA COMMUNICATIONS CORP | $798 | $815 |
| SCHLUMBERGER LTD | $1,084 | $920 |
| SELECT MEDICAL | $4,560 | $4,354 |
| SERVICE NOW | $5,301 | $9,541 |
| SIMON PPTY GROUP INC | $10,550 | $14,466 |
| SPROUTS FARMERS MARKET INC | $2,776 | $4,320 |
| SUN COMMUNITIES INC | $4,788 | $4,550 |
| SWEETGREEN INC CL A | $4,589 | $4,168 |
| SYNCHRONY FINANCIAL | $2,743 | $5,785 |
| T-MOBILE US INC | $2,749 | $3,973 |
| T. ROWE PRICE EMERGING MARKETS | $90,679 | $92,398 |
| TAKE-TWO INTERACTIVE SOFTWARE | $2,688 | $3,313 |
| TARGET CORPORATION | $3,639 | $3,244 |
| TECHNOLOGY SPDR | $34,329 | $56,502 |
| TESLA MOTORS INC | $6,690 | $12,519 |
| TEXAS INSTRUMENTS INC | $2,632 | $3,000 |
| THE TRADE DESK INC | $2,932 | $2,586 |
| TJX COMPANIES INC | $2,981 | $4,349 |
| TOPBUILD CORP | $2,076 | $1,868 |
| TRUIST FINANCIAL CORPORATION | $8,168 | $10,021 |
| TRUPANION INC | $4,082 | $4,049 |
| TXNM ENERGY INC | $4,041 | $4,573 |
| UBER | $1,625 | $1,448 |
| UDR INC | $2,182 | $2,388 |
| UNION PACIFIC | $1,850 | $1,824 |
| UNITED RENTALS INC | $1,476 | $2,113 |
| UNITEDHEALTH GROUP INC | $7,565 | $6,576 |
| VERTIV CL A | $2,579 | $2,613 |
| VICI PROPERTIES INC | $3,636 | $3,505 |
| VICTORY CAPITAL HOLDINGS, INC. | $4,389 | $4,517 |
| VICTORY FLOATING RATE FUND CLA | $78,974 | $77,988 |
| VISA INC | $5,455 | $7,585 |
| WAL-MART STORES INC | $9,043 | $11,836 |
| WELLS FARGO & CO | $6,177 | $5,830 |
| WELLTOWER INC. | $12,712 | $19,787 |
| WESTERN DIGITAL CORP | $6,784 | $6,261 |
| WEYERHAEUSER CO | $4,590 | $3,969 |
| WILLIAMS COS | $5,804 | $9,904 |
| XCEL ENERGY INC | $7,596 | $7,967 |
| ZOETIS INC | $2,952 | $2,770 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,573 | $11,573 | |
| Bank Charges | $2 | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $5,156 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $13,861 | Amt |
| Net Investment Income | $13,861 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $800 | |
| Foreign Tax Paid | $78 | $78 |