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CARVER FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CARVER FOUNDATION INC (EIN 87-3531981)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-05
IRS object ID
202601259349100745
Schema version
2025v4.1
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)
Return2026-05-05T12:15:09-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2025-01-01TaxPeriodBeginDt

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
Phone7405918579PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112004 AMBER RIDGE CIRCLEAddressLine1Txt
CityGERMANTOWNCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20876ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIDGET CARVERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7405918579PhoneNum
Signature2026-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAnne Marie Logue CPAPreparerPersonNm
PTINP01335086PTIN
Phone7178706221PhoneNum
Preparation2026-05-05PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$2,155,607FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss$43,284DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$183,202NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,603,004GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$183,202CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$109,481NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$226,488TotalRevAndExpnssAmt
Total Net Invst Incm$183,202TotalNetInvstIncmAmt
Total Adj Net Incm$109,481TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,100AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$18,221OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,221OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,381TaxesRevAndExpnssAmt
Taxes Net Invst Incm$72TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$891OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$23,593TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,293TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$144,096ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$167,689TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,293TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$58,799ExcessRevenueOverExpensesAmt
Net Investment Income$164,909NetInvestmentIncomeAmt
Adjusted Net Income$109,481AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$114,911SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$107,621SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$107,621SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,836,875OtherInvestmentsBOYAmt
Other Investments EOY$2,047,986OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,047,986OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,951,786TotalAssetsBOYAmt
Total Assets EOY$2,155,607TotalAssetsEOYAmt
Total Assets EOYFMV$2,155,607TotalAssetsEOYFMVAmt
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$1,951,786CapitalStockBOYAmt
Capital Stock EOY$2,155,607CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,951,786TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,155,607TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,951,786TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,155,607TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,951,786TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$58,799ExcessRevenueOverExpensesAmt
Other Increases$145,022OtherIncreasesAmt
Subtotal$2,155,607SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,155,607TotNetAstOrFundBalancesEOYAmt

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
SHORT TERM CAPITAL GAIN/LOSSP2025-02-212025-12-31$861,856$0$752,375$109,481$0$0$0$109,481
LONG TERM CAPITAL GAIN/LOSSP2022-03-012025-12-31$741,148$0$667,427$73,721$0$0$0$73,721
FieldValueIRS element (for citing)
Capital Gain Net Income$183,202CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$109,481NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,292InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,292SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,292TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$121EsPenaltyAmt
Tax Due$2,413TaxDueAmt
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
16 CRIMSON WAYWHEELINGWV26003PRESIDENT1.00$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$1,973,511AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,792AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,989,303TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,989,303AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,840CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,959,463NetVlNoncharitableAssetsAmt
Minimum Investment Return$97,973MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$97,973MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,292TaxBasedOnInvestmentIncomeAmt
Total Tax$2,292TotalTaxAmt
Distributable Before Adj$95,681DistributableBeforeAdjAmt
Distributable Before Ded$95,681DistributableBeforeDedAmt
Distributable As Adjusted$95,681DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,681DistributableAsAdjustedAmt
Undistributed Income PY$6,927UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,927ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,927TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$6,927TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$6,927Taxable2Amt
Undistributed Income CY$95,681UndistributedIncomeCYAmt
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$6,927ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE GIVING GROUP
16823 33rd Ave SWBURIENWA98166PCProgram andadministrative support$824
AFTER THE RACES
PO BOX 369RISING SUNMD21911PCProgram andadministrative support$5,125
BALTIMORE ANIMAL RESCUE & CARE SHELTER
2490 GILES ROADBALTIMOREMD21225PCProgram andadministrative support$2,500
BEST BUDDIES INTERNATIONAL
100 SE 2ND STREETMIAMIFL33131PCProgram andadministrative support$5,145
DAYS END HORSE FARM & RESCUE
1372 WOODBINE RDWOODBINEMD21797PCProgram andadministrative support$5,000
DOLPHINS PLUS MARINE MAMMAL RESCUE
31 CORRINE PLACEKEY LARGOFL33037PCProgram andadministrative support$10,000
LIVING WATER MINISTRIES
209 SANDSTONE DRIVEWALKERSVILLEMD21793PCProgram andadministrative support$1,000
WOLF SANCTUARY OF PA
465 SPEEDWELL FORGE ROADLITITZPA17543PCProgram andadministrative support$5,000
THE BANNER SCHOOL
217 DILL AVENUEFREDERICKMD21701PCProgram andadministrative support$10,000
SAVING SAGE ANIMAL RESCUE FOUNDATION
8736 W COMMERCIAL BLVDLAUDERHILLFL33351PFProgram andadministrative support$2,500
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20037PCProgram andadministrative support$410
POPLAR SPRING ANIMAL SANCTUARY
15200 MOUNT NEBO ROAD MPOOLESVILLEMD20837PCProgram andadministrative support$3,000
HIDDEN HARBOR MARINE ENVIRONMENTAL PROJECT INC
2396 OVERSEAS HIGHWAYMARATHONFL33050PCProgram andadministrative support$5,000
SEA RESEARCH FOUNDATION (MYSTIC AQUARIUM)
55 COOGAN BLVDMYSTICCT06355PCProgram andadministrative support$10,000
HUMAN RIGHTS INITIATIVE OF NORTH TEXAS
2801 SWISS AVENUEDALLASTX75204PCProgram andadministrative support$5,163
FRIENDS OF THE VERVET MONKEY FOUNDATION
5995 N 78TH ST UNIT 2031SCOTTSDALEAZ85250PCProgram andadministrative support$5,000
SEA SHEPHERD CONSERVATION SOCIETY
PO BOX 8628ALEXANDRIAVA22306PCProgram andadministrative support$5,181
BOYSGIRLS CLUB OF FREDERICK COUNTY
413 BURCK STFREDERICKMD21701PCProgram andadministrative support$1,023
UNITED WAY OF FREDERICK COUNTY
629 N MARKET STFREDERICKMD21701PCProgram andadministrative support$10,000
HEARTS OF THE HERD
10241 ALLVIEW DRIVEFREDERICKMD21701PCProgram andadministrative support$3,000
THE LUCY SCHOOL
9117 FROSTOWN ROADMIDDLETONMD21769PCProgram andadministrative support$3,000
TURTLE ISLAND RESTORATION NETWORK
1028 BROADWAY AVENUE JGALVESTONTX77550PCProgram andadministrative support$10,000
AMPLIFIED CHANGE
PO BOX 3772FREDERICKMD21701PCProgram andadministrative support$1,000
LIFEHUB WHEELING
11 COMMUNITY STWHEELINGWV26003PCProgram andadministrative support$1,000
OWL MOON RAPTOR CENTER
20201 BICKLODGE ROADBOYDSMD20841PCProgram andadministrative support$5,000
2ND CHANCE WILDLIFE
26400 HAINES ROADCLARKSBURGMD20871PCProgram andadministrative support$2,725
ELEPHANT AID INTERNATIONAL
PO BOX 283ATTAPULGUSGA39815PCProgram andadministrative support$5,000
NOVA WILD
1228 HUNTER MILL ROADVIENNAVA22182PCProgram andadministrative support$1,000
ENDANGERED ARK
PO BOX 306HUGOOK74743PCProgram andadministrative support$5,000
GENTLE GIANTS
17250 OLD FREDERICK ROADMOUNT AIRYMD21771PCProgram andadministrative support$5,000
PELETONIA
2281 KENNY ROAD 450COLUMBUSOH43210PCProgram andadministrative support$1,000
MARYLAND ENSEMBLE THEATRE
31 W PATRIOCK STFREDERICKMD21701PCProgram andadministrative support$3,000
MARYLAND DEAF COMMUNITY
720 N EAST STREETFREDERICKMD21701PCProgram andadministrative support$500
ANDREA'S HOUSE
1380 FOX RUN COURTFREDERICKMD21703PCProgram andadministrative support$500
UNLIMITED DREAMS CHRISTIAN LEARNING CTR
10 CLAIRMONT CIRCLELAURELMS39220PCProgram andadministrative support$500
CHORDS OF COURAGE
3501 RODMAN STREET NWWASHINGTONDC20008PCProgram andadministrative support$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$144,096TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43,284ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion19ExclusionCd
Exclusion$183,202ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$226,488ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$226,488TotalIncomeProducingActyAmt

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 Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWebsiteDesc
Revenue And Expenses Per Books$891RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIncrease in investments - StiffleDesc
Amt$145,022Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySTIFFEL ADVISORY FEESCategoryTxt
Amt$18,221Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
2024 FORM 990PF DUE$2,309
FOREIGN TAXES PAID$72$72