STRATEGY STUDIO / PUBLIC DATA EXPLORER

GALARIA FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
GALARIA FOUNDATION (EIN 83-1718874)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-20
IRS object ID
202630799349100503
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-20T05:22:31-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475422543PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KENNETH FREED & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 W CUMMINGS PARK SUITE 5850AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831718874EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GALARIA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGALABusinessNameControlTxt
Phone5714490711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13104 PINE OAKS WAYAddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20171ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRFAN GALARIAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5714490711PhoneNum
Signature2026-03-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES HULBERT JR CPAPreparerPersonNm
PTINP01253253PTIN
Phone6174241100PhoneNum
Preparation2026-03-20PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,173,255FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$253,790ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$63InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$63InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,697DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,697DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,228NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$107,679GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,228CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$267,778TotalRevAndExpnssAmt
Total Net Invst Incm$13,988TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$175TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,815TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,600TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$450,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$450,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$453,815TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,600TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$452,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$186,037ExcessRevenueOverExpensesAmt
Net Investment Income$12,388NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$403,112SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$314,793SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$314,793SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$90,081CorporateStockBOYAmt
Corporate Stock EOY$81,278CorporateStockEOYAmt
Corporate Stock EOYFMV$238,387CorporateStockEOYFMVAmt
Other Investments BOY$511,060OtherInvestmentsBOYAmt
Other Investments EOY$422,145OtherInvestmentsEOYAmt
Other Investments EOYFMV$620,075OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,004,253TotalAssetsBOYAmt
Total Assets EOY$818,216TotalAssetsEOYAmt
Total Assets EOYFMV$1,173,255TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,004,253RetainedEarningBOYAmt
Retained Earning EOY$818,216RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,004,253TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$818,216TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,004,253TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$818,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,004,253TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$186,037ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$818,216SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$818,216TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF PUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$107,679GrossSalesPriceAmt
Cost Or Other Basis$106,451CostOrOtherBasisAmt
Gain Or Loss$1,228GainOrLossAmt
Gains Minus Excess Or Losses$1,228GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,228CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$172InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$172SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$172TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$172TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksIRFAN GALARIAIndividualWithBooksNm
Phone5714490711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13104 PINE OAKS WAYAddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20171ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRFAN GALARIA
3104 PINE OAKS WAYHERNDONVA20171PRESIDENT2.00$0$0$0
IBRAHIM GALARIA
1375 CRANBROOK CIRCLEAURORAIL60502TREASURER2.00$0$0$0
NOREEN GALARIA
3104 PINE OAKS WAYHERNDONVA20171SECRETARY/CLERK2.00$0$0$0
ZARINA GALARIA
1375 CRANBROOK CIRCLEAURORAIL60502DIRECTOR2.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$841,658AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$232,956AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,074,614TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,074,614AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,119CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,058,495NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,925MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,925MinimumInvestmentReturnAmt
Tax Based On Investment Income$172TaxBasedOnInvestmentIncomeAmt
Total Tax$172TotalTaxAmt
Distributable Before Adj$52,753DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$52,753DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$52,753DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$452,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$452,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,753DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$26,066ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,696ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$30,762TotalExcessDistributionCyovAmt
Qualifying Distributions$452,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,753AppliedToCurrentYearAmt
Remaining Distri From Corpus$399,247RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$430,009TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$430,009ExcessDistriCyovToNextYrAmt
Excess From Year3$26,066ExcessFromYear3Amt
Excess From Year2$4,696ExcessFromYear2Amt
Excess From Current Year$399,247ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerIRFAN GALARIAContributingManagerNm
Contributing ManagerIBRAHIM GALARIAContributingManagerNm
Contributing ManagerNOREEN GALARIAContributingManagerNm
Contributing ManagerZARINA GALARIAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ISLAMIC RELIEF USA
3655 WHEELER AVEALEXANDRIAVA22304N/APCGENERAL SUPPORT$250,000
CAIR-FOUNDATION INC
453 NEW JERSEY AVENUE SEWASHINGTONDC20003N/APCGENERAL SUPPORT$150,000
CENTER FOR CONSTITUTIONAL RIGHTS
666 BROADWAY 7TH FLOORNEW YORKNY10012N/APCGENERAL SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$450,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,697ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,228ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$13,988ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,988TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonIRFAN AND NOREEN GALARIAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13104 PINE OAKS WAYAddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20171ZIPCd
FieldValueIRS element (for citing)
Total Contributions$253,790TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,600Amt
Net Investment Income$1,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NVIDIA CORP$27,906$158,637
ALPHABET INC$10,690$25,288
CADENCE DESIGN$7,249$9,377
META PLATFORMS INC$26,559$36,551
MOTOROLA SOLUTIONS INC$8,874$8,534

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESCO QQQ TRUSTAT COST$85,226$146,592
ISHARES US HEALTHCAREAT COST$17,488$20,402
SPDR DOW JONESAT COST$92,988$132,669
SPDR FUND CONSUMERAT COST$18,834$20,177
SPDR S&P 500 EFTAT COST$84,979$135,801
COMMUNICATONS SVSAT COST$17,051$28,972
ISHARES CORE USAT COST$34,109$41,276
SELECT SECTOR INDUSTRIALAT COST$18,562$25,196
SPDR FUND MATERIALSAT COST$13,975$14,769
VANGUARD MEGA CAP GROWTHAT COST$11,327$20,908
VANGUARD SMALL CAP EFTAT COST$27,606$33,313

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$15$0$0
BANK FEES$25$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES - 990-PFCategoryTxt
Amt$175Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt