BETA

TOBIN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
TOBIN FAMILY FOUNDATION (EIN 23-6420013)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202641339349104914
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)
Return2026-05-13T18:46:19-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232440252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAVRAN BENSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BALA PLAZA SUITE 640AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236420013EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TOBIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTOBIBusinessNameControlTxt
Phone2155708800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1945 ROSCOMMON ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON T KESTENBAUMPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2155708800PhoneNum
Signature2026-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL BENSONPreparerPersonNm
PTINP00851110PTIN
Phone6106646400PhoneNum
Preparation2026-05-01PreparationDt
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$6,337,322FMVAssetsEOYAmt
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$2,106InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,106InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$216,105DividendsRevAndExpnssAmt
Dividends Net Invst Incm$208,814DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$362,339NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,004,639GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$362,339CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$580,550TotalRevAndExpnssAmt
Total Net Invst Incm$573,259TotalNetInvstIncmAmt
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$2,731AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,366AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,365AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,470OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,470OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,874TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,874TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,075TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,710TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,365TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$137,880ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$137,880ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$171,955TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,710TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$139,245TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$408,595ExcessRevenueOverExpensesAmt
Net Investment Income$540,549NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,527SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$176,581SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$176,581SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$100AcctRcvblBOYAmt
US Government Obligations BOY$329,425USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,554,435CorporateStockBOYAmt
Corporate Stock EOY$5,145,156CorporateStockEOYAmt
Corporate Stock EOYFMV$6,160,741CorporateStockEOYFMVAmt
Total Assets BOY$4,913,487TotalAssetsBOYAmt
Total Assets EOY$5,321,737TotalAssetsEOYAmt
Total Assets EOYFMV$6,337,322TotalAssetsEOYFMVAmt
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$4,913,487RetainedEarningBOYAmt
Retained Earning EOY$5,321,737RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,913,487TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,321,737TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,913,487TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,321,737TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,913,487TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$408,595ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,322,082SubtotalAmt
Other Decreases$345OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,321,737TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY X5802 ST COVEREDP$1,966,700$1,915,900$50,800$50,800
MORGAN STANLEY X5802 LT COVEREDP$1,879,166$1,726,400$152,766$152,766
CAPITAL GAINS DIVIDENDSP$158,773$158,773$158,773
FieldValueIRS element (for citing)
Capital Gain Net Income$362,339CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,514InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,514SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,514TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$886OverpaymentAmt
Applied To ES Tax$886AppliedToESTaxAmt
Refund$0RefundAmt

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 StatePAOrgReportOrRegisterStateCd
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 BooksSHARON T KESTENBAUMIndividualWithBooksNm
Phone2155708800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1945 ROSCOMMON ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
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

FieldValueIRS element (for citing)
PersonSHARON T KESTENBAUMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1945 ROSCOMMON ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
TitleSECRETARYTitleTxt
Average Hrs Per Wk Devoted To Pos0.20AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,637,903AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$99,089AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,736,992TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,736,992AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$86,055CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,650,937NetVlNoncharitableAssetsAmt
Minimum Investment Return$282,547MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$282,547MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,514TaxBasedOnInvestmentIncomeAmt
Total Tax$7,514TotalTaxAmt
Distributable Before Adj$275,033DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$275,033DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$275,033DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$139,245ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$139,245QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$275,033DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$60,852ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$58,030ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$114,730ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$233,612TotalExcessDistributionCyovAmt
Qualifying Distributions$139,245QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$139,245AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$135,788ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$135,788ExcessDistributionCyovAppCYAmt
Total Corpus$97,824TotalCorpusAmt
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$97,824ExcessDistriCyovToNextYrAmt
Excess From Year1$97,824ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHABAD WEST SERVING BOSTON UNIVERSITY
491 COMMONWEALTH AVENUEBOSTONMA02215PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
CHILDREN'S CRISIS TREATMENT CENTER
1080 NORTH DELAWARE AVENUEPHILADELPHIAPA19125PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$5,000
EMILY'S ENTOURAGE
PO BOX 71MERION STATIONPA19066PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$2,500
FREIRE SCHOOL FOUNDATION
PO BOX 59028PHILADELPHIAPA19102PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,500
LUBAVITCH CENTER FOR RUSSIAN JEWRY
13070 BUSTLETON AVEPHILADELPHIAPA19116PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
SHARE FOOD PROGRAM INC
2901 W HUNTING PARK AVEPHILADELPHIAPA19129PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,000
THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION
3401 CIVIC CENTER BLVDPHILADELPHIAPA19104PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$25,000
UJA FEDERATION OF NY
701 WESTCHESTER AVEWEST HARRISONNY10604PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$80
WEITZMAN NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY - NMAJH
101 SOUTH INDEPENDENCE MALL EASTPHILADELPHIAPA19106PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$101,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$137,880TotalGrantOrContriPdDurYrAmt
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$2,106ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$216,105ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$362,339ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$580,550ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$580,550TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$2,731Amt
Net Investment Income$1,366NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,365DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMG YACKTMAN FUND CLASS I$256,170$262,646
ANGEL OAK MULTI-STRATEGY INCOME CLASS INSTITUTIONAL$319,297$311,904
BERKSHIRE HATHAWAY INC NEW CLASS B$59,632$126,165
HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL$348,508$381,149
POLEN GROWTH FUND CLASS I$210,321$244,572
VIRTUS KAR SMALL-MID CAP CORE FUND CLASS I$233,498$389,909
KOPERNIK GLOBAL ALL CAP INSTITUTIONAL$257,626$332,071
GLOBAL X URANIUM ETF$60,771$99,219
INVESCO S&P 500 EQUAL WEIGHT$271,954$315,308
US TREASURY 2YR NOTE ETF$307,513$308,679
VANECK GOLD MINERS ETF$133,170$337,076
VANECK JUNIOR GOLD MINERS ETF$50,371$136,650
VANECK RARE EARTH/STRATEGIC$96,020$160,037
LOOMIS SAYLES INVST GRADE BOND Y$307,313$309,653
CAPITAL GROUP INTL FOCYS ETY$182,143$212,612
FIRST TRUST GBL TACTICAL STG F$179,027$166,536
FIRST TRUST RBA AMERICAN IND$252,087$254,649
GUGGENHEIM TOTAL RETURN BD I$305,181$309,248
ISHARES FLEXIBLE INCOME ACTI$185,812$183,956
ISHARES TIPS BOND ETF$246,417$243,451
OAKMARK INTERNATIONAL INST$194,165$223,935
PRINCIPAL SPC PRF&CP SEC INC I$184,387$187,523
SPROTT PLATINUM/PALLADIUM ETF$106,078$145,295
VANECK NATURAL RESOURCES ETF$200,939$261,489
W S MLP & ENERGY INFRA INST$196,756$257,009

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGES IN VALUE OF INVESTMENTSDesc
Amt$345Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$28,470Amt
Net Investment Income$28,470NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$2,874Amt
Net Investment Income$2,874NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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