STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

CARVER FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CARVER FOUNDATION INC (EIN 87-3531981)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202501339349102470
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-13T09:40:01-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN059508210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANNE MARIE LOGUE CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112 BRETHREN COURTAddressLine1Txt
CityGETTYSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17325ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873531981EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CARVER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARVBusinessNameControlTxt
Phone7405916661PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11822A WHEYFIELD DRIVEAddressLine1Txt
CityFrederickCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGUY CARVERPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone7405916661PhoneNum
Signature2025-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNE MARIE LOGUE CPAPreparerPersonNm
PTINP01335086PTIN
Phone7178706221PhoneNum
Preparation2025-05-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,951,786FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$43,883DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,883DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$139,904CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$83,116NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$43,900TotalRevAndExpnssAmt
Total Net Invst Incm$183,804TotalNetInvstIncmAmt
Total Adj Net Incm$83,116TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,950AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$19,308OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,308OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$19,308OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$445TaxesRevAndExpnssAmt
Taxes Net Invst Incm$31TaxesNetInvstIncmAmt
Taxes Adj Net Incm$31TaxesAdjNetIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$21,703TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,339TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$19,339TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$99,071ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$99,071ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$120,774TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,339TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$19,339TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$99,071TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$76,874ExcessRevenueOverExpensesAmt
Net Investment Income$164,465NetInvestmentIncomeAmt
Adjusted Net Income$63,777AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$66,328SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$114,911SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$114,911SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,716,630OtherInvestmentsBOYAmt
Other Investments EOY$1,836,875OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,836,875OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,782,958TotalAssetsBOYAmt
Total Assets EOY$1,951,786TotalAssetsEOYAmt
Total Assets EOYFMV$1,951,786TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,782,958CapitalStockBOYAmt
Capital Stock EOY$1,951,786CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,782,958TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,951,786TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,782,958TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,951,786TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,782,958TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$76,874ExcessRevenueOverExpensesAmt
Other Increases$245,702OtherIncreasesAmt
Subtotal$1,951,786SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,951,786TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - LONG TERMP2022-01-012024-12-31$551,603$0$494,815$56,788$0$0$0$56,788
PUBLICLY TRADED SECURITIES - SHORT TERMP2022-01-012024-12-31$586,784$0$503,668$83,116$0$0$0$83,116
FieldValueIRS element (for citing)
Capital Gain Net Income$139,904CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,286InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,286SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,286TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$23EsPenaltyAmt
Tax Due$2,309TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressthecarverfoundation.comWebsiteAddressTxt
Individual With BooksGUY CARVERIndividualWithBooksNm
Phone7405918579PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11822A WHEYFIELD DRIVEAddressLine1Txt
CityFREDERICKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21701ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIDGET CARVER
1822A WHEYFIELD DRFREDERICKMD21701PRESIDENT1.00$0$0$0
GUY CARVER
12004 AMBER RIDGE CIRCLE 103GERMANTOWNMD21701SECRETARY5.00$0$0$0
WILLIAM WYATT
520 BERWYN AVEEWINGNJ08618TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,822,780AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$102,995AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,925,775TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,925,775AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,887CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,896,888NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,844MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,844MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,286TaxBasedOnInvestmentIncomeAmt
Income Tax$414IncomeTaxAmt
Total Tax$2,700TotalTaxAmt
Distributable Before Adj$92,144DistributableBeforeAdjAmt
Distributable Before Ded$92,144DistributableBeforeDedAmt
Distributable As Adjusted$92,144DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,071ExpensesAndContributionsAmt
Qualifying Distributions$99,071QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,144DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$99,071QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$92,144AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,927RemainingDistriFromCorpusAmt
Total Corpus$6,927TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,927ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$6,927ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE GIVING GROUP
16823 33rd Ave SWBURIENWA98166501(c)(3)Program andadministrative support$824
AFTER THE RACES
PO BOX 369RISING SUNMD21911501(c)(3)Program andadministrative support$21,625
MARTINS FERRY PUBLIC SCHOOLS
5001 AYERS LIMESTONE RDMARTINS FERRYOH43935501(c)(3)Program andadministrative support$4,000
BALTIMORE ANIMAL RESCUE & CARE SHELTER
2490 GILES ROADBALTIMOREMD21225501(c)(3)Program andadministrative support$2,500
BEST BUDDIES INTERNATIONAL
100 SE 2ND STREETMIAMIFL33131501(c)(3)Program andadministrative support$500
DAYS END HORSE FARM & RESCUE
1372 WOODBINE RDWOODBINEMD21797501(c)(3)Program andadministrative support$2,500
DOLPHINS PLUS MARINE MAMMAL RESCUE
31 CORRINE PLACEKEY LARGOFL33037501(c)(3)Program andadministrative support$5,000
EMPOWERING COMMUNITY LEADERS NETWORK
PO BOX 369WALKERSVILLEMD21793501(c)(3)Program andadministrative support$5,000
FURGOTTEN FRIENDS DOG RESCUE INC
4150 JACKIE STREETPAHRUMPNV89048501(c)(3)Program andadministrative support$500
CRAZY4PAWZ ANIMAL RESCUE
1000 N GREEN VALLEY PKWYHENDERSONNV89074501(c)(3)Program andadministrative support$500
ANIMAL RESCUE
3996 SAGEWOOD STREETLAS VEGASNV89147501(c)(3)Program andadministrative support$500
WOLF SANCTUARY OF PA
465 SPEEDWELL FORGE ROADLITITZPA17543501(c)(3)Program andadministrative support$2,500
THE BANNER SCHOOL
217 DILL AVENUEFREDERICKMD21701501(c)(3)Program andadministrative support$26,080
SAVING SAGE ANIMAL RESCUE FOUNDATION
8736 W COMMERCIAL BLVDLAUDERHILLFL33351501(c)(3)Program andadministrative support$5,000
HEARTS OF THE HERD
10241 ALLVIEW DRIVEFREDERICKMD21701501(c)(3)Program andadministrative support$5,000
HISTORIC MEDLEY DISTRICT
19923 FISHER AVENUEPOOLESVILLEMD20837501(c)(3)Program andadministrative support$500
WASHINGTON HUMANE SOCIETY
71 OGLETHORPE ST NWWASHINGTONDC20011501(c)(3)Program andadministrative support$4,042
POPLAR SPRING ANIMAL SANCTUARY
15200 MOUNT NEBO ROAD MPOOLESVILLEMD20837501(c)(3)Program andadministrative support$1,250
HIDDEN HARBOR MARINE ENVIRONMENTAL PROJECT INC
2396 OVERSEAS HIGHWAYMARATHONFL33050501(c)(3)Program andadministrative support$1,250
SEA RESEARCH FOUNDATION (MYSTIC AQUARIUM)
55 COLGAN BLVDMYSTICCT06355501(c)(3)Program andadministrative support$5,000
HUMAN RIGHTS INITIATIVE OF NORTH TEXAS
2801 SWISS AVENUEDALLASTX75204501(c)(3)Program andadministrative support$1,250
FRIENDS OF THE VERVET MONKEY FOUNDATION
5995 N 78TH ST UNIT 2031SCOTTSDALEAZ85250501(c)(3)Program andadministrative support$2,500
SEA SHEPHERD CONSERVATION SOCIETY
PO BOX 8628ALEXANDRIAVA22306501(c)(3)Program andadministrative support$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$99,071TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,883ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion19ExclusionCd
Exclusion$139,904ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$183,804ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$183,804TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIncrease in investments - StiffleDesc
Amt$245,702Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySTIFFEL ADVISORY FEESCategoryTxt
Amt$19,308Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
2023 FORM 990PF DUE$414
FOREIGN TAXES PAID$31$31$31