LAWRENCE G AND LINDA E MEYER CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: LAWRENCE G AND LINDA E MEYER CHARITABLE FOUNDATION (EIN 52-2028186)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-08-26
IRS object ID: 202512389349100006
Schema version: 2024v5.2
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
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-26T09:41:00-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	260794367	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	UHY ADVISORS MID-ATLANTIC INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	705 YORK ROAD	AddressLine1Txt
City	TOWSON	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21204	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522028186	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LAWRENCE G AND LINDA E MEYER	BusinessNameLine1Txt
Business Name Line2	CHARITABLE FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LAWR	BusinessNameControlTxt
Phone	3014522620	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2321 RESIDENCE CIRCLE 201	AddressLine1Txt
City	NAPLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34105	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LINDA BUCK	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3014522620	PhoneNum
Signature	2025-08-25	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	ROBERT GALISZEWSKI	PreparerPersonNm
PTIN	P00239136	PTIN
Phone	4108281961	PhoneNum
Preparation	2025-08-25	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$28,267	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
Dividends Rev And Expnss	$426	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$426	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$3,772	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9,567	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,772	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$4,198	TotalRevAndExpnssAmt
Total Net Invst Incm	$4,198	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss	$309	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$309	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,228	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,228	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,537	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$4,228	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$339	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,198	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,795	CashBOYAmt
Cash EOY	$383	CashEOYAmt
Cash EOYFMV	$383	CashEOYFMVAmt
Corporate Stock BOY	$17,917	CorporateStockBOYAmt
Corporate Stock EOY	$18,990	CorporateStockEOYAmt
Corporate Stock EOYFMV	$27,884	CorporateStockEOYFMVAmt
Total Assets BOY	$19,712	TotalAssetsBOYAmt
Total Assets EOY	$19,373	TotalAssetsEOYAmt
Total Assets EOYFMV	$28,267	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	$19,712	RetainedEarningBOYAmt
Retained Earning EOY	$19,373	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$19,712	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$19,373	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$19,712	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$19,373	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$19,712	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$339	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$19,373	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$19,373	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STANLEY #016411 ST COVERED	P	2024-12-31	$275	$236	$39	$39
STANLEY #016411 LT COVERED	P	2024-12-31	$9,292	$5,559	$3,733	$3,733

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,772	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$58	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$58	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$58	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$128	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	$128	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$70	OverpaymentAmt
Applied To ES Tax	$70	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	MD	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	LINDA E BUCK	IndividualWithBooksNm
Phone	3014522620	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2321 RESIDENCE CIRCLE UNIT 201	AddressLine1Txt
City	NAPLES	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34105	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	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
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 (3 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
LINDA E BUCK
2321 RESIDENCE CIRCLE UNIT 201	NAPLES	FL	34105	PRESIDENT/DIRECTOR/SECRETARY/TREASURER	1.00	$0	$0	$0
DAVID LAWRENCE MEYER
3100 KENT ST	KENSINGTON	MD	20895	DIRECTOR	1.00	$0	$0	$0
JENNIFER MEYER MAGLIATO
6106 TEMPLE ST	BETHESDA	MD	20817	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	$26,638	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,030	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$27,668	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$27,668	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$415	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$27,253	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,363	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,363	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$58	TaxBasedOnInvestmentIncomeAmt
Total Tax	$58	TotalTaxAmt
Distributable Before Adj	$1,305	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,305	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,305	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,228	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$4,228	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,305	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$4,029	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$3,239	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,376	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$5,778	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$4,024	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$18,446	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,228	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,305	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,923	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$21,369	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$4,029	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$17,340	ExcessDistriCyovToNextYrAmt
Excess From Year4	$3,239	ExcessFromYear4Amt
Excess From Year3	$1,376	ExcessFromYear3Amt
Excess From Year2	$5,778	ExcessFromYear2Amt
Excess From Year1	$4,024	ExcessFromYear1Amt
Excess From Current Year	$2,923	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	LINDA E BUCK	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARTISNAPLES
5833 PELICAN BAY BLVD	NAPLES	FL	34108	501(C)(3)	GENERAL PURPOSE	$225
GULFSHORE PLAYHOUSE
1010 5TH AVENUE SOUTH	NAPLES	FL	34102	501(C)(3)	GENERAL PURPOSE	$1,170
PLANNED PARENTHOOD OF SWFL
736 CENTRAL AVE	SARASOTA	FL	34236	501(C)(3)	GENERAL PURPOSE	$500
SW FL KAPPA KAPPA GAMMA
6640 RIVERSIDE DRIVE SUITE 200	DUBLIN	OH	43017	501(C)(3)	GENERAL PURPOSE	$233
YOUNG LIFE
420 N CASCADE AVE	COLORADO SPRINGS	CO	80903	501(C)(3)	GENERAL PURPOSE	$500
HARRY CHAPIN FOOD BANK
3760 FOWLER ST	FORT MYERS	FL	33901	501(C)(3)	GENERAL PURPOSE	$100
AVON PRODUCTS FOUNDATION
ONE AVON PLACE	SUFFERN	NY	10901	501(C)(3)	GENERAL PURPOSE	$1,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,228	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$426	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$3,772	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$4,198	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,198	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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
16 SH ENERGY SEL SECT SPDR FD (XLE)	$535	$1,371
4 SH INVESCO QQQ TRUST SERIES 1 (QQQ)	$1,809	$2,045
4 SH INVESCO S&P 500 EQUAL WEIGHT E (RSP)	$428	$701
9 SH S&P 500 INDEX FUND (IVV)	$3,079	$5,298
26 SH INSHARES MSCI INDIA ETF (INDA)	$1,038	$1,369
6 SH NASDAQ BIOTECH ETF (IBB)	$695	$793
10 SH RUSSELL 2000 ETF (IWM)	$1,499	$2,210
12 SH ISHARES S&P VAL (IVE)	$1,657	$2,291
26 SH S&P MID-CAP 400 G ETF (IJK)	$1,189	$2,364
11 SH US PHARMACEUTICALS ETF (IHE)	$529	$723
16 SH PROSHARES TR S&P DV (NOBL)	$1,191	$1,593
9 SH THE TECHNOLOGY SEL SEC SPDR FD (XLK)	$482	$2,093
51 SH GLOBAL X CYBERSECURITY ETF (BUG)	$1,287	$1,637
8 SH INDUSTRIAL SEL SEC SPDR FD (XLI)	$1,139	$1,054
10 SH PROSHARES S&P HIGH INCOM ETF (ISPY)	$455	$443
20 SH ISHARES MSCI EMERGING MKTS ETF (EEM)	$864	$836
22 SH THE FINANCIAL SEL SECT SPDR FD (XLF)	$1,114	$1,063

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERS FEES	$296	$0	$0	$0
FOREIGN TAXES	$13	$0	$0	$0