LARGAY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LARGAY FOUNDATION INC (EIN 65-0734278)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202411349349102501
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T12:15:56-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591460004 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARFF WITTMER KURTZ JACKSON & DIAZ PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4621 PONCE DE LEON BLVD | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | 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 | 650734278 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARGAY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARG | BusinessNameControlTxt |
| Phone | 3056667229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4621 PONCE DE LEON BLVD | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES E LARGAY JR | PersonNm |
| Person Title | DIR/VP | PersonTitleTxt |
| Phone | 3058852458 | PhoneNum |
| Signature | 2024-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | LARGAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH JACKSON CPA | PreparerPersonNm |
| PTIN | P00646801 | PTIN |
| Phone | 3056667229 | PhoneNum |
| Preparation | 2024-05-13 | 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 | $844,572 | 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 | $125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,137 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,357 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$14,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,262 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,111 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,056 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,055 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,884 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,884 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,442 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,441 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,496 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,496 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,303 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,125 | CashBOYAmt |
| Cash EOY | $6,060 | CashEOYAmt |
| Cash EOYFMV | $6,060 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,238 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $306,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $266,941 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $828,274 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $345,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $844,572 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $379,576 | CapitalStockBOYAmt |
| Capital Stock EOY | $379,576 | CapitalStockEOYAmt |
| Retained Earning BOY | -$34,036 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$96,337 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $345,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $283,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $345,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $283,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $345,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,303 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $283,239 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $283,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FORD MTR COMPANY DEL | P | 2021-03-29 | 2023-04-21 | $23,590 | $24,280 | -$690 | -$690 |
| MASTEC INCORPORATED | P | 2021-12-23 | 2023-11-01 | $24,022 | $46,000 | -$21,978 | -$21,978 |
| PFIZER INCORPORATED | P | 2021-07-28 | 2023-08-08 | $17,745 | $21,764 | -$4,019 | -$4,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,687 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12 | SubtotalAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $12 | 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 | FL | 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 |
| Individual With Books | JOSEPH M JACKSON CPA | IndividualWithBooksNm |
| Phone | 3056667229 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4621 PONCE DE LEON BOULEVARD | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33146 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2021 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 | CHARLES E LARGAY JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 852 BEAR CREEK TRL | AddressLine1Txt |
| City | VICTOR | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59875 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIR/VP | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $778,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $808,314 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $808,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,125 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $796,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,809 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,809 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12 | TotalTaxAmt |
| Distributable Before Adj | $39,797 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,797 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,797 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,496 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,496 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,640 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $9,149 | TotalForPriorYearsAmt |
| Qualifying Distributions | $36,496 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,496 | AppliedToYear1Amt |
| Prior Year Undistributed Incm | $9,149 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $9,149 | PriorYearDeficiencyOrTaxAmt |
| Taxable2 | $7,144 | Taxable2Amt |
| Undistributed Income CY | $39,797 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES LARGAY JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 852 BEAR CREEK TRL | AddressLine1Txt |
| City | VICTOR | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59875 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056667229 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE IN WRITING AND INCLUDE THE BACKGROUND OF THE ORGANIZATION AND ITS PURPOSE. | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WESTERN SKY AVIATION WARBIRD MUSEUM | ||||||
| 4196 S AIRPORT PARKWAY | ST GEORGE | UT | 84790 | 501(C)3 | FOR HONORING AMERICAN HERO'S | $16,500 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | 501(C)3 | ASSIST VETERANS & FIRST RESPONDERS | $5,000 |
| FOLDS OF HONOR FOUNDATION | ||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | 501(C)3 | SCHOLARSHIPS FOR FALLEN HEROES FAMIL | $5,000 |
| SAFE INC | ||||||
| 150 MORNINGSTAR WAY | HAMILTON | MT | 59840 | 501(C)3 | ASSISTANCE TO VICTIMS OF DOM VIOLENC | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$26,687 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$14,425 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$14,425 | 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 | TAX AND ACCOUNTING FEES-SHARFF W | CategoryTxt |
| Amt | $4,111 | Amt |
| Net Investment Income | $2,056 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,055 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | VERALTO CORPORATION COM SHS | AssetDesc |
| Acquired | 2009-08 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2023-10 | SoldDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC (FKA GOOGLE) | $27,686 | $224,496 |
| CARRIER GLOBAL CORP | $19,923 | $37,343 |
| CREDIT SUISSE COMM RET STRATEGY FUND | $7 | $7 |
| DANAHER CORP | $16,938 | $187,385 |
| ELANCO ANIMAL HEALTH INC | $18,555 | $22,350 |
| FORD MTR CO | ||
| JP MORGAN CHASE | $31,229 | $85,050 |
| MASTEC INC | ||
| PFIZER INV | $21,764 | $14,395 |
| SMITH A O CORPORATION | $34,180 | $41,220 |
| SOUTHERN COMPANY | $62,440 | $56,096 |
| UNION PACIFIC CORP | $19,477 | $98,248 |
| VERALTO CORPORATION COM SHS | $2,236 | $22,210 |
| ZOETIS INCORPORATED | $12,506 | $39,474 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRECOGNIZED GAIN | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $7,884 | Amt |
| Net Investment Income | $7,884 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $2,883 | Amt |
| Net Investment Income | $1,442 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,441 | DisbursementsCharitablePrpsAmt |