KELLY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KELLY FOUNDATION INC (EIN 59-6153269)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202443099349101159
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T14:10:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2811 PONCE DE LEON BLVD STE 500 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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 | 596153269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O BRIDGET DUNCAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 3055076187 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8255 NW 58TH STREET | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33166 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIDGET DUNCAN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3055076187 | PhoneNum |
| Signature | 2024-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOURDES DE LOS SANTOS | PreparerPersonNm |
| PTIN | P00240607 | PTIN |
| Phone | 7866936300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,222,711 | 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 | $8,726 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,726 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $517,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $517,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,728,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,082 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $578,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $578,442 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,028 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,028 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,846 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,398 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $803 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,077 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $575,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $575,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $685,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $582,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$107,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $518,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $480,722 | CashBOYAmt |
| Cash EOY | $406,649 | CashEOYAmt |
| Cash EOYFMV | $406,649 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,340,686 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $992,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $992,703 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $849,325 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,149,205 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,125,894 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,585,863 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,624,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,285,164 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,593,388 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,599,953 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,412,301 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,849,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,773,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,222,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,849,984 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,773,397 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,849,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,773,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,849,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,773,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,849,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$107,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,570 | OtherIncreasesAmt |
| Subtotal | $14,773,397 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,773,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,724,984 | $3,676,370 | $48,614 | $48,614 | |
| CAPITAL GAINS DIVIDENDS | $3,468 | $3,468 | $3,468 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,082 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $144 | EsPenaltyAmt |
| Overpayment | $12,165 | OverpaymentAmt |
| Applied To ES Tax | $12,165 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIDGET DUNCAN | IndividualWithBooksNm |
| Phone | 3055076187 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8255 NW 58TH STREET | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS D KELLY | ||||||||
| 640 ARVIDA PARKWAY | CORAL GABLES | FL | 33156 | CHAIRMAN/DIRECTOR | 1.00 | $0 | $0 | $0 |
| L PATRICK KELLY | ||||||||
| 2200 N GREENWAY DR | CORAL GABLES | FL | 33134 | VICE CHAIRMAN/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIDGET DOWNEY DUNCAN | ||||||||
| 1432 ALGERIA AVENUE | CORAL GABLES | FL | 33134 | SECRETARY/TREASURER | 16.00 | $0 | $0 | $0 |
| LUISA KELLY | ||||||||
| 2200 N GREENWAY DRIVE | CORAL GABLES | FL | 33134 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT W KELLY JR | ||||||||
| 19000 SW 270 STREET | REDLAND | FL | 33031 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTABEL K VARTANIAN | ||||||||
| 22 FOWLER ROAD | FAR HILLS | NJ | 07931 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHERINE KELLY | ||||||||
| 5851 SW 76TH ST | SOUTH MIAMI | FL | 33143 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONALD KELLY | ||||||||
| 12764 PINEACRE COURT | WELLINGTON | FL | 33414 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA KELLY | ||||||||
| 640 ARVIDA PARKWAY | CORAL GABLES | FL | 33156 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,962,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,495,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,458,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,458,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $306,874 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,151,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,007,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,007,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,211 | TotalTaxAmt |
| Distributable Before Adj | $1,000,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,000,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,000,359 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $582,355 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $582,355 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,000,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $552,953 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $582,355 | QualifyingDistributionsAmt |
| Applied To Year1 | $552,953 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $970,957 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 | BRIDGET DUNCAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8255 NW 58TH STREET | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3055076187 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (167 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAMARIS HURTADO | ||||||||
| 685 TAMMY RD | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ADEL ALI | ||||||||
| 500 ORCHARD PARK DR | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ADRIAN CARBALLO | ||||||||
| 19440 SW 29TH COURT | MIRAMAR | FL | 33029 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ADRIAN CORDOVA | ||||||||
| 12393 NORTH CAMPUS MAIL CENTER | TAMPA | FL | 33620 | NONE | I | SCHOLARSHIPS | $3,000 | |
| ADRIANA RAMIREZ | ||||||||
| 5050 NW 7TH ST APT 107 | MIAMI | FL | 33126 | NONE | I | SCHOLARSHIPS | $5,000 | |
| ALEX MORRELL | ||||||||
| 1001 BAYBERRY LOOP | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ALEXANDRA SOSA | ||||||||
| 917 SW 6TH PLACE | FLORIDA CITY | FL | 33034 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ALEXIS BUTLER | ||||||||
| 1261 NIANTIC TERRACE | WELLINGTON | FL | 33414 | NONE | I | SCHOLARSHIPS | $2,000 | |
| AMANDA LIEBERMAN | ||||||||
| 104 BRIARWOOD COURT | JUPITER | FL | 33458 | NONE | I | SCHOLARSHIPS | $1,500 | |
| ANAHI ELIZALDE | ||||||||
| 530 SW 4TH ST | FLORIDA CITY | FL | 33034 | NONE | I | SCHOLARSHIPS | $3,000 | |
| ANALUCIA RAIMONT | ||||||||
| 15830 SEDGEWYCK CIR N | DAVIE | FL | 33331 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ANDREW LAZARA | ||||||||
| 650 HUNTING LODGE DRIVE | MIAMI SPRINGS | FL | 33166 | NONE | I | SCHOLARSHIPS | $2,500 | |
| ANGELINA FERNANDEZ | ||||||||
| 4291 SW 150 AVE | MIAMI | FL | 33185 | NONE | I | SCHOLARSHIPS | $500 | |
| ANGELY GALVEZ | ||||||||
| 4633 PIONEER 17TH ST | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $5,000 | |
| ANNABELLA DELAFUENTE | ||||||||
| 1550 OLD US HWY 27 LOT 57 | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,500 | |
| ANTHONY KIRTMAN | ||||||||
| 8148 TAUREN COURT | NAPLES | FL | 34119 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ANTHONY PEREZ | ||||||||
| 5120 SW 13TH PL APT 616 | GAINESVILLE | FL | 32607 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ARACELY VILLA | ||||||||
| 420 CASE ROAD | LABELLE | FL | 33935 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ARGELIO RODRIGUEZ | ||||||||
| 12128 GREEN BADGER LANE APT 1169 | ORLANDO | FL | 32817 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ASHLEIGH MILLER | ||||||||
| 2247 HAMBURG LANE | PUNTA GORDA | FL | 33983 | NONE | I | SCHOLARSHIPS | $2,000 | |
| AUBREY PEARCE | ||||||||
| 7843 NW 58TH LANE | OKEECHOBEE | FL | 34972 | NONE | I | SCHOLARSHIPS | $4,000 | |
| AURIKA KASHAYEVA | ||||||||
| 4633 CHIPPENDALE DR | NAPLES | FL | 34112 | NONE | I | SCHOLARSHIPS | $2,000 | |
| AUSTIN PERKINS | ||||||||
| 59 E WILLOW MIST RD | INLET BEACH | FL | 32461 | NONE | I | SCHOLARSHIPS | $2,000 | |
| AVERY MERRILL | ||||||||
| 6515 NW 43 TERRACE | BOCA RATON | FL | 33496 | NONE | I | SCHOLARSHIPS | $4,000 | |
| BACKUS GALLERY & MUSEUM | ||||||||
| 500 N INDIAN RIVER | FORT PIERCE | FL | 34950 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| BENJAMIN VARGAS | ||||||||
| 11367 SW 161ST PLACE | MIAMI | FL | 33196 | NONE | I | SCHOLARSHIPS | $1,000 | |
| BISCAYNE NATURE CENTER | ||||||||
| 6767 CRANDON BLVD | KEY BISCAYNE | FL | 33149 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| BRANCHES INC | ||||||||
| 11500 NW 12TH AVENUE | MIAMI | FL | 33168 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| BRIANNE MILLER | ||||||||
| 1800 MICCOSUKEE COMMONS DRIVE APT | TALLAHASSEE | FL | 32308 | NONE | I | SCHOLARSHIPS | $2,000 | 1314 |
| BRICE KEVIN PROWANT | ||||||||
| PO BOX 633 | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $2,000 | |
| BRIDGITTE ISOM | ||||||||
| 10221 SW 124 ST | MIAMI | FL | 33176 | NONE | I | SCHOLARSHIPS | $6,000 | |
| BROWARD COLLEGE FOUNDATION | ||||||||
| 111 E LAS OLAS BLVD 11 | FT LAUDERDALE | FL | 33301 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| BRYAN GARCIA-RAMOS | ||||||||
| 26022502 RIKER HALL | GAINESVILLE | FL | 32612 | NONE | I | SCHOLARSHIPS | $3,000 | |
| BRYNN OLLIE | ||||||||
| 1012 JEFFERSON AVE | LEHIGH ACRES | FL | 33936 | NONE | I | SCHOLARSHIPS | $500 | |
| CAITLIN SARNECKI | ||||||||
| 693 NW 151ST AVE | PEMBROKE PINES | FL | 33028 | NONE | I | SCHOLARSHIPS | $2,500 | |
| CAMERON KOENIG | ||||||||
| 12700 EAGLE POINTE CIRCLE | FORT MYERS | FL | 33913 | NONE | I | SCHOLARSHIPS | $500 | |
| CAROLINE ISOM | ||||||||
| 10221 SW 124 ST | MIAMI | FL | 33176 | NONE | I | SCHOLARSHIPS | $6,000 | |
| CARTER STEELE | ||||||||
| 702 STRICKLAND ROAD | CONCORD | GA | 30206 | NONE | I | SCHOLARSHIPS | $2,000 | |
| CHLOE FORD | ||||||||
| 203 BAY STREET | SYLVESTER | GA | 31791 | NONE | I | SCHOLARSHIPS | $4,000 | |
| CHRIS'SHARIEA HARDY | ||||||||
| PO BOX 1362 | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $3,000 | |
| CHRISTINA JOSEPH | ||||||||
| 1401 SE 26TH AVENUE | HOMESTEAD | FL | 33035 | NONE | I | SCHOLARSHIPS | $2,000 | |
| CHURCH OF THE LITTLE FLOWER | ||||||||
| 2711 INDIAN MOUND TRAIL | CORAL GABLES | FL | 33134 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| CLEWISTON CHRISTIAN SCHOOL INC | ||||||||
| PO BOX 129 | CLEWISTON | FL | 33440 | N/A | PC | GENERAL SUPPORT, SCHOLARSHIPS | $25,000 | |
| CORAL GABLES COMMUNITY FOUNDATION | ||||||||
| 1825 PONCE DE LEON BLVD 447 | CORAL GABLES | FL | 33134 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| CRISTIAN OCHOA | ||||||||
| 8335 W 18TH LANE | HIALEAH | FL | 33014 | NONE | I | SCHOLARSHIPS | $2,500 | |
| DAKOTA ALI | ||||||||
| 215 E ARCADE AVE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| DANIELA SIERRA | ||||||||
| 700 E VENTURA AVE LOT J18 | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| DANIELLE NELL | ||||||||
| 550 NW 3RD ST | HOMESTEAD | FL | 33034 | NONE | I | SCHOLARSHIPS | $2,500 | |
| DENISE BERMUDEZ-CANCIOBELLO | ||||||||
| 3730 MCCLINTOCK AVENUE ROOM | LOS ANGELES | CA | 90089 | NONE | I | SCHOLARSHIPS | $5,000 | PKS-438F-1 |
| DENISE ROMERO | ||||||||
| 16189 SW 47TH TERRACE | OCAL | FL | 34473 | NONE | I | SCHOLARSHIPS | $2,000 | |
| DOUGLAS SHAPIRO | ||||||||
| 21276 WAYMOUTH RUN | ESTERO | FL | 33428 | NONE | I | SCHOLARSHIPS | $1,500 | |
| EILEEN PEREZ | ||||||||
| 212 E SUGARLAND CIR | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $3,000 | |
| EISNER LEBLANC | ||||||||
| 29630 SW 147TH AVE | HOMESTEAD | FL | 33033 | NONE | I | SCHOLARSHIPS | $2,000 | |
| EMELY PEREZ | ||||||||
| 212 E SUGARLAND CIR | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $500 | |
| ENRIQUE BAUTISTA CHAVEZ | ||||||||
| 1923 STRICKLAND RD | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| FISHERS ISLAND CONSERVANCY | ||||||||
| PO BOX 553 | FISHERS ISLAND | NY | 06390 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FLORIDA HOUSE-WASHINGTON DC | ||||||||
| NO 1 2ND ST NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FOUZIA RAZA | ||||||||
| 731 CURTISS PKWAY APT 1 | MIAMI SPRINGS | FL | 33166 | NONE | I | SCHOLARSHIPS | $2,500 | |
| FRAN'NAYSIA JACKSON | ||||||||
| 418 E SAGAMORE AVENUE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| GABRIELLA DELUCA | ||||||||
| 5331 S STRELING RANCH CIRCLE | DAVIE | FL | 33314 | NONE | I | SCHOLARSHIPS | $3,000 | |
| GABRIELLA GORDON | ||||||||
| 21379 SW 87TH COURT | MIAMI | FL | 33189 | NONE | I | SCHOLARSHIPS | $2,500 | |
| GASHNER MARCELIN | ||||||||
| 30021 SW 153RD AVE | HOMESTEAD | FL | 33033 | NONE | I | SCHOLARSHIPS | $1,500 | |
| GENESIS LEIVA CERNA | ||||||||
| 20723 SW 122 AVENUE | MIAMI | FL | 33177 | NONE | I | SCHOLARSHIPS | $2,500 | |
| GEORGI VALERO | ||||||||
| 11360 SW 57TH TERRACE | MIAMI | FL | 33173 | NONE | I | SCHOLARSHIPS | $2,000 | |
| GORDON RILEY DICKINSON | ||||||||
| 7731 SW 65 PL | SOUTH MIAMI | FL | 33143 | NONE | I | SCHOLARSHIPS | $2,000 | |
| HECTOR T OBREGON | ||||||||
| 4265 SW 4 STREET | MIAMI | FL | 33134 | NONE | I | SCHOLARSHIPS | $2,000 | |
| HELPING HANDS MINISTIES | ||||||||
| PO BOX 337 | TALLULAH FALLS | GA | 30573 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| IMMOKALEE FOUNDATION | ||||||||
| 3960 RADIO ROAD 207 | NAPLES | FL | 34104 | N/A | PC | HEAVY EQUIPMENT TECH PROGRAM | $25,000 | |
| ISABELLA NINO | ||||||||
| 659 NW 123 PLACE | MIAMI | FL | 33182 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ISABELLA RAMIREZ | ||||||||
| 1046 NW 87TH AVENUE APT | MIAMI | FL | 33172 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ISLAND HEALTH PROJECT | ||||||||
| PO BOX 344 | FISHERS ISLE | NY | 06390 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| JACQUELINE TINOCO | ||||||||
| 1720 HOCKERS POINT RD | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| JACQUELINE VILLATORO | ||||||||
| 755 SW 14TH ST | FLORIDA CITY | FL | 33034 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JAYLYNN MORENO | ||||||||
| 411 E ALVERDEZ AVE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JAZMIN VELASQUEZ | ||||||||
| 1042 ADAMS AVE APT F | HOMESTEAD | FL | 33034 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JENNA AUTREY | ||||||||
| 19515 WEATHERVANE WAY | LOXAHATCHEE | FL | 33470 | NONE | I | SCHOLARSHIPS | $1,000 | |
| JENNA LAW | ||||||||
| 408 12TH AVE | EASTMAN | GA | 31023 | NONE | I | SCHOLARSHIPS | $3,000 | |
| JESSICA CATANIA | ||||||||
| 21254 WAYMOUTH RUN | ESTERO | FL | 33928 | NONE | I | SCHOLARSHIPS | $3,000 | |
| JOHANN HERRERA | ||||||||
| 15530 SW 80TH ST APT C208 | MIAMI | FL | 33193 | NONE | I | SCHOLARSHIPS | $1,000 | |
| JOHN PHILLIPS IV | ||||||||
| 2430 SE 17TH STREET APT G | FT LAUDERDALE | FL | 33316 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JONATHAN CAMINA | ||||||||
| 12024 ROYAL WULFF LN | ORLANDO | FL | 32817 | NONE | I | SCHOLARSHIPS | $1,500 | |
| JORGE GONZALEZ | ||||||||
| 3571 SW 117TH AVE APT 106 | MIAMI | FL | 33175 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JORGE RODRIGUEZ | ||||||||
| 15830 SEDGEWYCK CIR N | DAVIE | FL | 33331 | NONE | I | SCHOLARSHIPS | $2,500 | |
| JOSE FERNANDO FERNANDEZ FINALE | ||||||||
| 320 NW 38 CT | MIAMI | FL | 33126 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JOSEPH DELUCA | ||||||||
| 18442 ALYDAR WAY | BOCA RATON | FL | 33496 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JOSHUA LARA | ||||||||
| 174 CARROLL STREET | ISLAMORADA | FL | 33036 | NONE | I | SCHOLARSHIPS | $2,500 | |
| JOSHUA PUERTA | ||||||||
| 12233 SW 148 TERR | MIAMI | FL | 33186 | NONE | I | SCHOLARSHIPS | $5,000 | |
| JUAN FONSECA | ||||||||
| 10126 YEOMAN LANE | ROYAL PALM BEACH | FL | 33411 | NONE | I | SCHOLARSHIPS | $3,000 | |
| JULIAN ROMERO | ||||||||
| 845 N TREBOL STREET | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| JUNIOR LEAGUE OF MIAMI INC | ||||||||
| 713 BILTMORE WAY | CORAL GABLES | FL | 33134 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| JUSTICE-ANN MORRISION | ||||||||
| 5975 E CR 720 | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $2,000 | |
| KALEI SUTTON | ||||||||
| 920 SAWGRASS ST | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| KALIANA ALI | ||||||||
| 215 E ARCADE AVE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $3,000 | |
| KAYLEE SWARTZ | ||||||||
| 2335 MALAYA COURT | PUNTA GORDA | FL | 33983 | NONE | I | SCHOLARSHIPS | $8,000 | |
| KELLY GOMEZ | ||||||||
| 1550 OLD US HWY 27 LOT 69 | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,000 | |
| KIMETA GRANT | ||||||||
| 1720 SW 37TH ST APT 246 | GAINESVILLE | FL | 32608 | NONE | I | SCHOLARSHIPS | $750 | |
| KIRA ZAUTCKE | ||||||||
| 9640 PINEAPPLE PRESERVE CT | FT MYERS | FL | 33908 | NONE | I | SCHOLARSHIPS | $3,000 | |
| KIYAH COCO | ||||||||
| 1007 PONCE DE LEON AVENUE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $4,500 | |
| LACEY BUCHWALD | ||||||||
| 9771 SW 99TH ST | MIAMI | FL | 33176 | NONE | I | SCHOLARSHIPS | $5,000 | |
| LACI PRESCOTT | ||||||||
| 16305 NW 190TH ROAD | OKEECHOBEE | FL | 34972 | NONE | I | SCHOLARSHIPS | $2,000 | |
| LAKE GOODWIN | ||||||||
| 180 HUNTLEY OAKS BLVD | LAKE PLACID | FL | 33852 | NONE | I | SCHOLARSHIPS | $2,000 | |
| LANDON CHARLES GOODWIN | ||||||||
| 180 HUNTLEY OAKS BLVD | LAKE PLACID | FL | 33852 | NONE | I | SCHOLARSHIPS | $1,000 | |
| LAUREN GREGORY | ||||||||
| 15325 PALMETTO LAKE DRIVE | MIAMI | FL | 33157 | NONE | I | SCHOLARSHIPS | $4,000 | |
| LAUREN NICHOLS | ||||||||
| 1255 STILLWELL ROAD | BELLE GLADE | FL | 33430 | NONE | I | SCHOLARSHIPS | $2,000 | |
| LUZ EILETZ BOTTARO | ||||||||
| 1931 NW 182ND TERRACE | PEMBROKE PINES | FL | 33029 | NONE | I | SCHOLARSHIPS | $5,000 | |
| MADISON TILTON | ||||||||
| 8626 REDWOOD DR | ST JAMES CITY | FL | 33956 | NONE | I | SCHOLARSHIPS | $4,000 | |
| MARIA E ORELLANA | ||||||||
| 3657 SW 23RD ST | MIAMI | FL | 33145 | NONE | I | SCHOLARSHIPS | $3,000 | |
| MARIA JULIANA TADY | ||||||||
| 303 W SUGARLAND CIRCLE | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| MARISSA BROWN | ||||||||
| 2324 ECHOCLIFF CT NE | ATLANTA | GA | 30345 | NONE | I | SCHOLARSHIPS | $2,000 | |
| MARY ALFANO | ||||||||
| 6220 SW 85TH ST | MIAMI | FL | 33143 | NONE | I | SCHOLARSHIPS | $3,500 | |
| MARY FULLENKAMP | ||||||||
| 12801 TREELINE COURT | N FORT MYERS | FL | 33903 | NONE | I | SCHOLARSHIPS | $2,000 | |
| MATTHEW COLAS | ||||||||
| 14764 SW 71 TERRACE | MIAMI | FL | 33193 | NONE | I | SCHOLARSHIPS | $3,000 | |
| MATTHEW MONTERO | ||||||||
| 2300 SW 22 AVE | MIAMI | FL | 33145 | NONE | I | SCHOLARSHIPS | $4,000 | |
| MD ANDERSON CANCER CENTER | ||||||||
| PO BOX 4464 | HOUSTON | TX | 772104464 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| MICHAEL PENARANDA | ||||||||
| 5720 SW 94TH PLACE | MIAMI | FL | 33173 | NONE | I | SCHOLARSHIPS | $2,000 | |
| MICHELLE REGO | ||||||||
| 2097 EVERHIGH ACRES RD | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $3,000 | |
| MIKAYLA SUMMERALL | ||||||||
| 505 SW 2ND AVENUE | GAINESVILLE | FL | 32601 | NONE | I | SCHOLARSHIPS | $1,000 | |
| MIKE MAGRANGER | ||||||||
| 14219 SW 53RD ST | MIAMI | FL | 33175 | NONE | I | SCHOLARSHIPS | $2,000 | |
| MOLLY STEVENSON | ||||||||
| 1110 NE 3RD ST | BELLE GLADE | FL | 33430 | NONE | I | SCHOLARSHIPS | $3,000 | |
| NALDO SABY | ||||||||
| 1434 NW 1ST CT | HOMESTEAD | FL | 33034 | NONE | I | SCHOLARSHIPS | $4,000 | |
| NATALIE ABRAHANTES | ||||||||
| 226 NW 35 AVENUE | MIAMI | FL | 33125 | NONE | I | SCHOLARSHIPS | $3,000 | |
| NICHOLAS POLO | ||||||||
| 3041 SW 134TH COURT | MIAMI | FL | 33175 | NONE | I | SCHOLARSHIPS | $2,000 | |
| NICKLAUS CHILDREN'S HOSPITAL | ||||||||
| 3100 SW 62 AVE | MIAMI | FL | 33155 | N/A | PC | HEMATOLOGY/ONCOLOGY DIVISION | $15,000 | |
| NICOLAS POVEDA | ||||||||
| 593 W 49TH ST | MIAMI BEACH | FL | 33140 | NONE | I | SCHOLARSHIPS | $5,000 | |
| NICOLE MONSALVE | ||||||||
| 4870 FRATTINA ST | AVE MARIA | FL | 34142 | NONE | I | SCHOLARSHIPS | $4,000 | |
| NICOLETTE DE VALUE | ||||||||
| 4081 SW MACKEMER RD | PORT SAINT LUCIE | FL | 34953 | NONE | I | SCHOLARSHIPS | $500 | |
| OLGA SOSA | ||||||||
| 917 SW 6TH PLACE | FLORIDA CITY | FL | 33034 | NONE | I | SCHOLARSHIPS | $4,000 | |
| PALM BEACH ATLANTIC UNIVERSITY | ||||||||
| PO BOX 24708 | WEST PALM BCH | FL | 334164708 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PATRICK KETTEL | ||||||||
| 10547 NW 57 ST | DORAL | FL | 33178 | NONE | I | SCHOLARSHIPS | $4,000 | |
| PETER WORKMAN | ||||||||
| 15690 BULL RUN RD APT 187 | MIAMI | FL | 33014 | NONE | I | SCHOLARSHIPS | $5,000 | |
| REBECCA OSTERHOUSE | ||||||||
| 1808 SE 6TH ST | CAPE CORAL | FL | 33990 | NONE | I | SCHOLARSHIPS | $500 | |
| REDLAND UNITED METHODIST CHURCH | ||||||||
| 18700 SW 248 ST | HOMESTEAD | FL | 33031 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| REESE KATHRYN DAVIS | ||||||||
| 3474 BRONSON ROAD | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $3,000 | |
| RILEY MULLENS | ||||||||
| 1241 E PARK AVE | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ROLLINS COLLEGE - ANNUAL FUND | ||||||||
| 1000 HOLT AVE 2756 | WINTER PARK | FL | 32789 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| ROSEMARY RUBIO | ||||||||
| 1142 PONY PLACE | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ROSHNI BISOONDIAL | ||||||||
| 15671 SW 100TH AVE | MIAMI | FL | 33157 | NONE | I | SCHOLARSHIPS | $3,000 | |
| RYLIE PATTERSON | ||||||||
| 1358 WAGON TRAIL | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $3,000 | |
| SADIE GASKINS | ||||||||
| 1079 ARGOSY CIRCLE | LABELLE | FL | 33935 | NONE | I | SCHOLARSHIPS | $3,000 | |
| SALVADOR BLANCO | ||||||||
| 6835 TAMIAMI CANAL ROAD | MIAMI | FL | 33126 | NONE | I | SCHOLARSHIPS | $4,000 | |
| SAMANTHA PEREZ | ||||||||
| PO BOX 476 | CANAL POINT | FL | 33438 | NONE | I | SCHOLARSHIPS | $2,000 | |
| SAMANTHA ROMAIN | ||||||||
| 14424 SW 297 TERRACE | HOMESTEAD | FL | 33033 | NONE | I | SCHOLARSHIPS | $2,000 | |
| SARAH MARENCO | ||||||||
| 1190 NW 123 PL | MIAMI | FL | 33182 | NONE | I | SCHOLARSHIPS | $1,500 | |
| SAVANNAH KILLMER | ||||||||
| 91 RAE DRIVE | PALM COAST | FL | 32164 | NONE | I | SCHOLARSHIPS | $1,000 | |
| SEAN MINER | ||||||||
| 7005 RICH CIRCLE | LABELLE | FL | 33935 | NONE | I | SCHOLARSHIPS | $500 | |
| SEBASTION VARGAS | ||||||||
| 11367 SW 161ST PLACE | MIAMI | FL | 33196 | NONE | I | SCHOLARSHIPS | $1,000 | |
| SILVINO GUERRERO | ||||||||
| 1451 SW 6TH CT | FLORIDA CITY | FL | 33034 | NONE | I | SCHOLARSHIPS | $2,000 | |
| SMYRNE ROMAIN | ||||||||
| 14424 SW 297 TERR | HOMESTEAD | FL | 33033 | NONE | I | SCHOLARSHIPS | $4,000 | |
| SOPHIA ACOSTA | ||||||||
| 7955 SW 21 TERRACE | MIAMI | FL | 33155 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ST JOHN'S CHURCH -FISHERS ISLAND NY | ||||||||
| PO BOX 505 | FISHERS ISLAND | NY | 06390 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| 5692 N KENDALL DRIVE | CORAL GABLES | FL | 33156 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| TAYLOR MARTIN | ||||||||
| 1602 PALM LANE | LABELLE | FL | 33935 | NONE | I | SCHOLARSHIPS | $2,000 | |
| THE BARNACLE SOCIETY | ||||||||
| 3485 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| THE GARDEN CONSERVANCY | ||||||||
| PO BOX 219 | COLD SPRING | NY | 10516 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE LIGHTHOUSE WORKS | ||||||||
| 2500 KUNZE AVE | ORLANDO | FL | 32806 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE UNION CHAPEL | ||||||||
| PO BOX 192 | FISHERS ISLAND | NY | 06390 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE VILLAGERS | ||||||||
| PO BOX 141843 | CORAL GABLES | FL | 331141843 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| TRACIE BRANCH | ||||||||
| PO BOX 785 | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $4,500 | |
| UOTS-CANCER CAMP ACCOUNT (MCH) | ||||||||
| 3100 SW 62 AVENUE | MIAMI | FL | 33155 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| VICTORIA POVEDA | ||||||||
| 593 W 49TH ST | MIAMI BEACH | FL | 33140 | NONE | I | SCHOLARSHIPS | $4,000 | |
| WYATT CROSBY | ||||||||
| 14488 HORSESHOE TRACE | WELLINGTON | FL | 33414 | NONE | I | SCHOLARSHIPS | $1,000 | |
| YMCA OF SOUTH FLORIDA | ||||||||
| 900 SE 3RD AVE 300 | FORT LAUDERDALE | FL | 33316 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| ZACHARY ACOSTA | ||||||||
| 7955 SW 21 TERRACE | MIAMI | FL | 33155 | NONE | I | SCHOLARSHIPS | $2,000 | |
| ZANAYA TULLOCH | ||||||||
| PO BOX 1065 | MOORE HAVEN | FL | 33471 | NONE | I | SCHOLARSHIPS | $4,000 | |
| ZINAL PATEL | ||||||||
| 335 W SUGARLAND HWY | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $1,500 | |
| ELISE BROWN | ||||||||
| 220 ST ESTRIBO ST | CLEWISTON | FL | 33440 | NONE | I | SCHOLARSHIPS | $2,000 | |
| KAYLA COLLINS | ||||||||
| 1030 MURIEL BLVD | LABELLE | FL | 33935 | NONE | I | SCHOLARSHIPS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $575,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,726 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $517,634 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,082 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $578,442 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $578,442 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREP AND COMPLIANCE | CategoryTxt |
| Amt | $6,028 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,028 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $127,054 | $122,678 |
| AMERICAN EXPRESS CO | $100,247 | $98,345 |
| ANHEUSER-BUSH INBEV WOR | $134,270 | $127,054 |
| BANK OF AMERICA CORP | $100,153 | $99,611 |
| BANK OF NEW YORK MELLON | $100,093 | $99,160 |
| BAT CAPITAL CORP | $126,370 | $122,960 |
| BP CAP MARKETS AMERICA | $127,717 | $122,095 |
| CAPITAL ONE FINANCIAL CD | $97,580 | $97,611 |
| CHARLES SCHWAB CORP | $130,907 | $121,159 |
| CITIGROUP INC | $100,745 | $97,653 |
| CSX CORP | $125,701 | $120,470 |
| ENTERPIRSE PRODUCTS OPER | $99,408 | $98,687 |
| EXELON CORP | $110,833 | $95,640 |
| EQUINIX INC | $91,018 | $93,019 |
| FIFTH THIRD BANCORP | $138,149 | $119,931 |
| FISERV INC | $126,071 | $123,125 |
| FISERV INC | $127,395 | $117,709 |
| GENERAL ELECTRIC CO | $128,147 | $115,325 |
| GENERAL MILLS INC | $139,104 | $123,109 |
| GLOBAL PAYMENTS INC | $123,329 | $114,879 |
| GOLDMAN SACHS GROUP | $100,100 | $99,707 |
| HOME DEPOT INC | $100,111 | $99,733 |
| JPMORGAN CHASE & CO | $126,213 | $119,375 |
| LAM RESEARCH CORP | $112,301 | $98,734 |
| MARSH & MCLENNAN COS INC | $100,078 | $99,586 |
| MCDONALD'S CORP | $124,680 | $121,744 |
| METLIFE INC | $100,199 | $99,438 |
| MORGAN STANLEY | $100,553 | $98,573 |
| MPLX LP | $131,649 | $122,413 |
| NASDAQ INC | $125,034 | $130,118 |
| ORACLE CORP | $100,171 | $98,827 |
| ORACLE CORP | $107,029 | $108,954 |
| ROYAL BANK OF CANADA | $115,788 | $115,529 |
| STATE STREET CORP | $100,387 | $98,370 |
| T-MOBILE USA INC | $131,255 | $121,373 |
| UNION PACIFIC CORP | $110,612 | $97,691 |
| US BANCORP | $100,048 | $99,799 |
| USD ENBRIDGE INC | $125,170 | $130,190 |
| VERIZON COMM | $136,398 | $123,251 |
| WELLS FARGO & COMPANY | $97,886 | $98,676 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (105 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANT ENERGY CORP | $51,603 | $205,200 |
| APPLIED MATERIAL INC | $48,956 | $437,589 |
| AT&T INC | $37,326 | $20,975 |
| AUTOMATIC DATA PROC 2,350 SHARES | $63,482 | $547,480 |
| AVNET INC | $50,401 | $62,244 |
| BELDEN CDT INC | $50,701 | $154,500 |
| BROADRIDGE FINL | $7,779 | $120,775 |
| CENCORA INC | $51,136 | $492,912 |
| COCA COLA COM | $96,375 | $212,148 |
| CVS HEALTH CORP | $94,598 | $92,541 |
| DUKE ENERGY COPR NEW | $101,965 | $219,699 |
| DUPONT DE NEMOURS | $23,478 | $31,849 |
| EASTMAN CHEMICAL CO | $45,332 | $179,640 |
| ELEVANCE HEALTH INC | $61,165 | $471,560 |
| ENTERGY CORP NEW | $64,873 | $101,190 |
| EXXON MOBIL | $190,965 | $500,300 |
| INTL BUSINESS MACHINES | $47,256 | $98,130 |
| JOHNSON AND JOHNSON COM | $50,052 | $117,555 |
| LOWE'S COMPANIES INC | $66,417 | $596,434 |
| L3HARRIS TECHNOLOGIES | $56,705 | $273,806 |
| NEXTRA ENERGY INC SHS (FPL) | $148,393 | $716,732 |
| NORFOLK SOUTHERN CORP | $50,639 | $342,751 |
| NORTHERN TRUST CORP | $98,015 | $151,884 |
| ORACLE CORP | $27,485 | $210,860 |
| PRUDENTIAL FINANCIAL INC | $53,029 | $62,226 |
| RAYONIER INC | $33,311 | $75,173 |
| SEMPRA ENERGY | $100,890 | $298,920 |
| SOUTHERN COMPANY | $185,908 | $396,178 |
| UNITEDHEALTH GROUP INC | $58,046 | $700,205 |
| VERIZON COMMUNICATIONS COM | $95,247 | $124,410 |
| WAL-MART STORES | $96,951 | $283,770 |
| BLACKROCK MULTI ASSET | $1,413,129 | $1,323,905 |
| ALLSTATE CORP DEL | $15,012 | $16,658 |
| ALPHABET INC SHS CL A | $88,682 | $108,819 |
| AMAZON COM INC COM | $94,775 | $104,079 |
| AMER EXPRESS COMPANY | $34,870 | $38,967 |
| AMPHENOL CORP CL A NEW | $70,132 | $72,861 |
| APPLE INC | $195,989 | $242,203 |
| BECTON DICKINSON CO | $33,596 | $32,429 |
| BLACKROCK INC | $115,357 | $137,194 |
| BLUE OWL CAP INC | $16,702 | $19,310 |
| BOEING COMPANY | $77,575 | $94,880 |
| BOSTON SCIENTIFIC CORP | $75,053 | $88,334 |
| BROADCOM INC | $53,732 | $107,160 |
| CHEVRON CORP | $17,590 | $16,258 |
| COMCAST CORP NEW CL A | $33,043 | $33,194 |
| CONOCOPHILLIPS | $37,338 | $46,776 |
| CONSOLIDATED EDISON INC | $20,368 | $20,559 |
| COSTCO WHOLESALE CRP DEL | $120,004 | $147,198 |
| CSX CORP | $27,182 | $28,464 |
| D R HORTON INC | $19,920 | $29,484 |
| DEERE CO | $17,263 | $17,194 |
| DIGITAL RLTY TR INC | $30,262 | $35,529 |
| EATON CORP PLC | $21,209 | $28,176 |
| ELI LILLY & CO | $79,051 | $86,855 |
| EMERSON ELEC CO | $32,754 | $35,233 |
| EXXON MOBIL CORP COM | $141,565 | $130,874 |
| FERRARI NV | $43,274 | $48,395 |
| GENL DYNAMICS CORP COM | $11,515 | $12,204 |
| HCA HEALTHCARE INC | $22,991 | $23,549 |
| HEWLETT PACKARD | $27,170 | $27,728 |
| HILTON WORLDWIDE | $46,325 | $54,445 |
| HOME DEPOT INC | $77,635 | $85,944 |
| HONEYWELL INTL INC DEL | $32,208 | $36,280 |
| HP INC | $16,466 | $16,429 |
| INTL BUSINESS MACHINES | $34,125 | $38,761 |
| INTRPUBLIC GRP OF CO | $32,526 | $28,332 |
| JPMORGAN CHASE & CO | $118,894 | $161,765 |
| KENVUE INC | $69,440 | $66,786 |
| KINDER MORGAN INC DEL | $25,856 | $26,019 |
| KRAFT (THE) HEINZ CO SHS | $31,391 | $28,475 |
| MAGNA INTL INC CL A VTG | $33,928 | $33,144 |
| MCDONALDS CORP COM | $81,246 | $88,063 |
| MEDTRONIC PLC SHS | $41,303 | $32,375 |
| MICROSOFT CORP | $238,081 | $317,378 |
| NETFLIX COM INC | $77,373 | $89,586 |
| NVIDIA | $53,625 | $128,262 |
| O'REILLY AUTOMOTIVE INC | $46,632 | $53,204 |
| PALO ALTO NETWORKS INC | $17,954 | $33,911 |
| PARKER HANNIFIN CORP | $71,926 | $107,804 |
| PEPSICO INC | $31,753 | $30,741 |
| PRINCIPAL FINANCIAL GRP | $20,123 | $22,500 |
| PROCTER & GAMBLE CO | $36,590 | $34,290 |
| PROGRESSIVE CRP OHIO | $63,453 | $82,985 |
| PROLOGIS INC | $96,269 | $94,776 |
| REALTY INCM CRP MD PV$1. | $20,198 | $16,250 |
| ROSS STORES INC COM | $32,843 | $37,780 |
| S&P GLOBAL INC | $84,280 | $88,985 |
| SCHLUMBERGER LTD | $39,514 | $47,721 |
| SERVICENOW INC | $49,604 | $69,943 |
| SYNCHRONY FINL COM | $24,915 | $31,087 |
| TESLA INC | $53,679 | $56,653 |
| TEXAS INSTRUMENTS | $17,411 | $17,046 |
| THERMO FISHER SCIENTIFIC | $36,125 | $36,094 |
| TORONTO DOMINION BANK | $39,748 | $36,187 |
| TRUIST FINL CORP | $20,604 | $23,149 |
| UNION PACIFIC CORP | $84,104 | $90,879 |
| UNITED RENTALS INC COM | $49,544 | $58,489 |
| UNITEDHEALTH GROUP INC | $122,261 | $127,932 |
| VICI PPTYS INC | $16,736 | $16,195 |
| VISA INC CL A SHRS | $85,922 | $108,045 |
| WALMART INC | $75,176 | $76,460 |
| WELLTOWER INC | $67,626 | $73,128 |
| WILLIAMS COMPANIES DEL | $31,530 | $35,596 |
| ZOETIS INC | $82,363 | $91,185 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,149,205 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,125,894 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGE | $111 | $0 | $111 |
| LICENSES & FEES | $70 | $0 | $70 |
| OFFICE EXPENSE | $701 | $0 | $701 |
| POSTAGE | $195 | $0 | $195 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUMULATIVE BOOK-TO-TAX ADJUSTMENT | Desc |
| Amt | $30,570 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $58,823 | $58,823 | $0 |
| ML ACCOUNT FEES | $23 | $23 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $43,595 | $0 | $0 |
| FOREIGN TAX | $803 | $803 | $0 |