RYAN FAM FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: RYAN FAM FOUNDATION (EIN 36-7674865)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-12
IRS object ID: 202611329349103081
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
Form 990-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-12T13:01:12-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042738098	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GOULSTON & STORRS PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE POST OFFICE SQUARE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	367674865	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE RYAN FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RYAN	BusinessNameControlTxt
Phone	6174821776	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 POST OFFICE SQUARE FL 25	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	021092115	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHAWN C RYAN	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6174821776	PhoneNum
Signature	2026-04-23	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN J RUBY	PreparerPersonNm
PTIN	P00612163	PTIN
Phone	6175746482	PhoneNum
Preparation	2026-04-23	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	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	$735,776	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Dividends Rev And Expnss	$25,259	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$25,259	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$19,657	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$53,020	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$19,657	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$44,916	TotalRevAndExpnssAmt
Total Net Invst Incm	$44,916	TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,208	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$604	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$604	AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$771	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$38	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss	$19,568	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$20	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$19,548	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$21,547	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$662	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$20,152	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$27,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$27,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$48,547	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$662	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$47,152	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$3,631	ExcessRevenueOverExpensesAmt
Net Investment Income	$44,254	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$19,279	CashBOYAmt
Cash EOY	$10,791	CashEOYAmt
Cash EOYFMV	$10,791	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$697	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$682	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$682	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$578,416	OtherInvestmentsBOYAmt
Other Investments EOY	$583,288	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$692,004	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$19,549	OtherAssetsBOYAmt
Other Assets EOY	$19,549	OtherAssetsEOYAmt
Other Assets EOYFMV	$32,299	OtherAssetsEOYFMVAmt
Total Assets BOY	$617,941	TotalAssetsBOYAmt
Total Assets EOY	$614,310	TotalAssetsEOYAmt
Total Assets EOYFMV	$735,776	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$617,941	CapitalStockBOYAmt
Capital Stock EOY	$614,310	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$617,941	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$614,310	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$617,941	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$614,310	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$617,941	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$3,631	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$614,310	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$614,310	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
2812.94 AMERICAN FUNDS INCOME PORT CL A	2016-02-16	2025-08-26	$40,000	$33,363	$6,637	$6,637
CAPITAL GAIN DIVIDENDS					$13,020		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$19,657	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$615	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$615	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$615	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$600	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$600	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$15	TaxDueAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Individual With Books	SHAWN C RYAN	IndividualWithBooksNm
Phone	5084355460	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	22 DAVENPORT LANE	AddressLine1Txt
City	HOPKINTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01748	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
SHAWN C RYAN
22 DAVENPORT LANE	HOPKINTON	MA	01748	TRUSTEE	1	$0
LYNNE RYAN
22 DAVENPORT LANE	HOPKINTON	MA	01748	TRUSTEE	1	$0
MEGAN L RYAN
22 DAVENPORT LANE	HOPKINTON	MA	01748	TRUSTEE	1	$0
KELLY M RYAN
22 DAVENPORT LANE	HOPKINTON	MA	01748	TRUSTEE	1	$0
ERIN A RYAN
22 DAVENPORT LANE	HOPKINTON	MA	01748	TRUSTEE	1	$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

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$675,782	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$13,143	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$32,299	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$721,224	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$721,224	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,818	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$710,406	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$35,520	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$35,520	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$615	TaxBasedOnInvestmentIncomeAmt
Total Tax	$615	TotalTaxAmt
Distributable Before Adj	$34,905	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$34,905	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$34,905	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$47,152	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$47,152	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$34,905	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$16,301	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$14,401	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$44,157	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$31,643	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$20,031	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$126,533	TotalExcessDistributionCyovAmt
Qualifying Distributions	$47,152	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$34,905	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$12,247	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$138,780	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	$16,301	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$122,479	ExcessDistriCyovToNextYrAmt
Excess From Year4	$14,401	ExcessFromYear4Amt
Excess From Year3	$44,157	ExcessFromYear3Amt
Excess From Year2	$31,643	ExcessFromYear2Amt
Excess From Year1	$20,031	ExcessFromYear1Amt
Excess From Current Year	$12,247	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	SHAWN C RYAN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ST VINCENT DE PAUL
20 CHURCH STREET	HOPKINTON	MA	01748	NONE	PC	GENERAL & UNRESTRICTED	$5,000
ST JOHN THE EVANGELIST
20 CHURCH STREET	HOPKINTON	MA	01748	NONE	PC	GENERAL & UNRESTRICTED	$5,000
THE ARCHDIOCESE OF BOSTON
66 BROOKS DRIVE	BRAINTREE	MA	02184	NONE	PC	2025 CATHOLIC APPEAL	$1,000
OLANCHO AID FOUNDATION INC
PO BOX 204	ACCORD	MA	02018	NONE	PC	GENERAL & UNRESTRICTED	$1,000
LIVE FOR EVAN
PO BOX 845	HOPKINTON	MA	01748	NONE	PC	GENERAL & UNRESTRICTED	$15,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$27,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$25,259	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$19,657	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$44,916	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$44,916	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEE	CategoryTxt
Amt	$1,208	Amt
Net Investment Income	$604	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$604	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	48,801.416 AMERICAN FUNDS CONV	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$583,288	BookValueAmt
EOYFMV	$692,004	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	LIFE INSURANCE POLICY	Desc
BOY Book Value	$19,549	BOYBookValueAmt
EOY Book Value	$19,549	EOYBookValueAmt
EOYFMV	$32,299	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LIFE INSURANCE PREMIUM	$19,513	$0	$19,513
2024 FORM PC FILING FEES	$35	$0	$35
INVESTMENT MANAGEMENT FEES	$20	$20	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$38	$38	$0
OTHER TAXES (NOT SUBJECT TO $1	$133	$0	$0
FEDERAL ESTIMATES - PRINCIPAL	$600	$0	$0