DORR FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DORR FAMILY FOUNDATION (EIN 20-1058998)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-03
- IRS object ID
- 202401859349100505
- Schema version
- 2023v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-03T08:52:01-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522284992 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kupstas & Kupstas LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1833-F Forest Drive | AddressLine1Txt |
| City | Annapolis | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21401 | 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 | 201058998 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Dorr Family Foundation Incorporated | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORR | BusinessNameControlTxt |
| Phone | 3015691857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 N College Parkway | AddressLine1Txt |
| City | Frederick | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Joseph Dorr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Steven Joseph | PersonFirstNm |
| Person Last | Dorr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | Thomas F Kupstas | PreparerPersonNm |
| PTIN | P01311342 | PTIN |
| Phone | 4102685808 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $152,079 | 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 | $4,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $80 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $80 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,375 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,375 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,253 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $36 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $14,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,708 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,491 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $925 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,708 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,491 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,802 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,141 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $109,196 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $96,726 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $125,938 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $120,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $152,079 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $120,998 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $122,867 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $122,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $86 | OtherIncreasesAmt |
| Subtotal | $122,867 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $122,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 8 shs Amer Fds Cap Inc Bldr | P | 2023-01-15 | 2023-08-28 | $522 | $486 | $36 | $36 |
| 125 shs Amer Fds Cap Inc Bldr | P | 2015-01-15 | 2023-08-28 | $7,979 | $7,423 | $556 | $556 |
| 107 shs Amer Fds Cap Inc Bldr | P | 2015-01-15 | 2023-08-28 | $6,823 | $6,182 | $641 | $641 |
| 163 shs Amer Fds Fundamental Invs A | P | 2015-01-15 | 2023-04-28 | $7,775 | $4,772 | $3,003 | $3,003 |
| Capital Gain Dividends | $4,017 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,253 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $36 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $149 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $149 | SubtotalAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $149 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Steven Joseph Dorr | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3015691857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 N College Parkway | AddressLine1Txt |
| City | Frederick | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21701 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Steven Joseph Dorr | ||||||
| 314 N College Parkway | Frederick | MD | 21701 | President | 0.00 | $0 |
| Mary J Dorr | ||||||
| 715 Benfield Rd | Severna Park | MD | 21146 | Vice President | 0.00 | $0 |
| Janice Spicknall | ||||||
| 858 Hazel Trail | Crownsville | MD | 21032 | Vice President | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $125,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,487 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $144,487 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $142,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149 | TotalTaxAmt |
| Distributable Before Adj | $6,967 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,967 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,967 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,967 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,496 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,971 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,917 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,384 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,033 | RemainingDistriFromCorpusAmt |
| Total Corpus | $19,417 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $19,417 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,496 | ExcessFromYear3Amt |
| Excess From Year2 | $6,971 | ExcessFromYear2Amt |
| Excess From Year1 | $5,917 | ExcessFromYear1Amt |
| Excess From Current Year | $5,033 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Arundel High School | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 Annapolis Rd | AddressLine1Txt |
| City | Gambrills | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Scholarship | GrantOrContributionPurposeTxt |
| Amt | $12,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $80 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,375 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,253 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,708 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,708 | 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 | Kupstas & Kupstas LLC | CategoryTxt |
| Amt | $925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| American Funds Capital I | AT COST | ||
| American Funds Capital W | AT COST | $22,505 | $30,534 |
| American Funds Fundamental | AT COST | $25,757 | $33,140 |
| American Funds Growth Fund | AT COST | $23,020 | $32,858 |
| American Funds Inc Fd | AT COST | $25,444 | $29,406 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Amt | $86 | Amt |