RICHARD AND SUSAN LEADEM FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD AND SUSAN LEADEM FAMILY FOUNDATION INC (EIN 20-1811973)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202401369349100430
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T07:45:26-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200578690 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALDWIN & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 WINGO WAY STE 202 | AddressLine1Txt |
| City | MOUNT PLEASANT | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 294641819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201811973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD AND SUSAN LEADEM FAMILY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 8437232109 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 BROAD STREET UNIT 502 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD LEADEM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8437232109 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | LEADEM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | STEPHEN T MOOSE CPAPFS | PreparerPersonNm |
| PTIN | P00632632 | PTIN |
| Phone | 8437220785 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $437,817 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $267 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $267 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,766 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,262 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,430 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,575 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,430 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,370 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,370 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $86,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $424,447 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $101,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $437,817 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $101,702 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $97,361 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $97,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $97,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,341 | ExcessRevenueOverExpensesAmt |
| Subtotal | $97,361 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $97,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 100 SH CENCORA INC | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 1997-07-01 | AcquiredDt |
| Sold | 2023-12-12 | SoldDt |
| Gross Sales Price | $20,015 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,753 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,262 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,262 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,262 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $298 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $298 | SubtotalAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $373 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $373 | TotalPaymentsAndCreditsAmt |
| Overpayment | $75 | OverpaymentAmt |
| Applied To ES Tax | $75 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | SC | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD LEADEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8437232109 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 BROAD STREET UNIT 502 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD LEADEM | ||||||||
| 18 BROAD STREET UNIT 502 | CHARLESTON | SC | 29401 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN LEADEM | ||||||||
| 18 BROAD STREET UNIT 502 | CHARLESTON | SC | 29401 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $375,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $384,433 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $384,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $378,667 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,933 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,933 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $298 | TotalTaxAmt |
| Distributable Before Adj | $18,635 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,635 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,635 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $23,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,635 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $848 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,417 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,031 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,853 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,415 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $132,564 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,065 | RemainingDistriFromCorpusAmt |
| Total Corpus | $137,629 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $848 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $136,781 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,417 | ExcessFromYear4Amt |
| Excess From Year3 | $43,031 | ExcessFromYear3Amt |
| Excess From Year2 | $26,853 | ExcessFromYear2Amt |
| Excess From Year1 | $10,415 | ExcessFromYear1Amt |
| Excess From Current Year | $5,065 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD LEADEM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARLESTON LIBRARY SOCIETY | |||||||
| 164 KING STREET | CHARLESTON | SC | 29401 | UNRELATED | PC | UNRESTRICTED | $1,000 |
| PRESERVATION SOCIETY OF CHARLESTON | |||||||
| 147 KING STREET | CHARLESTON | SC | 29402 | UNRELATED | PC | UNRESTRICTED GIFT | $1,000 |
| STOWE LAND TRUST | |||||||
| PO BOX 284 | STOWE | VT | 05672 | UNRELATED | PC | UNRESTRICTED | $2,500 |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7227 REYNOLDS STAT | WINSTON SALEM | NC | 27109 | UNRELATED | PC | UNRESTRICTED GIFT | $14,000 |
| LOWCOUNTRY LAND TRUST | |||||||
| 635 RUTLEDGE AVE STE 107 | CHARLESTON | SC | 29403 | UNRELATED | PC | UNRESTRICED GIFT | $1,000 |
| CHARLESTON DAY SCHOOL | |||||||
| 15 ARCHDALE STREET | CHARLESTON | SC | 29401 | UNRELATED | PC | UNRESTRICTED | $2,000 |
| FRENCH HUGUENOT CHURCH | |||||||
| PO DRAWER 917 | CHARLESTON | SC | 29401 | UNRELATED | PC | UNRESTRICTED | $2,000 |
| LADIES' FUEL SOCIETY | |||||||
| 157 RIVERLAND DRIVE | CHARLESTON | SC | 29412 | UNRELATED | PC | UNRESTRICTED | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,901 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,766 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,934 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,934 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,575 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SELECT SECTOR SPDR-ENERGY | ||
| CENCORA INC | $20,241 | $184,842 |
| EQUIFAX | $16,650 | $148,374 |
| BOEING COMPANY | $47,100 | $91,231 |