PAUL C RICHARDS & GLADYS RICHARDS CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PAUL C RICHARDS & GLADYS RICHARDS CHARITABLE FOUNDATION (EIN 04-6774586)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-03
IRS object ID
202601549349100505
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)
Return2026-06-03T06:21:20-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043037870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOLLUS LYNCH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line189 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046774586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL C RICHARDS AND GLADYS WBusinessNameLine1Txt
Business Name Line2RICHARDS CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone4018461006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line187 SCHOOL STREETAddressLine1Txt
CityWAYLANDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01778ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAMMY RICEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4018461006PhoneNum
Signature2026-06-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK G WOJCICKIPreparerPersonNm
PTINP01746737PTIN
Phone5087557107PhoneNum
Preparation2026-06-02PreparationDt
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$1,696,709FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$53,608DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,608DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$224,611NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$953,867GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$224,611CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$278,219TotalRevAndExpnssAmt
Total Net Invst Incm$278,219TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,400CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$960CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,300AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,873OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,873OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,248TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,248TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,598TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$36OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,955TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,621TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,260TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$83,636ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$83,636ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,591TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,621TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$86,896TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$163,628ExcessRevenueOverExpensesAmt
Net Investment Income$253,598NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,379SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,438SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,438SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,336,315CorporateStockBOYAmt
Corporate Stock EOY$1,484,884CorporateStockEOYAmt
Corporate Stock EOYFMV$1,674,271CorporateStockEOYFMVAmt
Total Assets BOY$1,343,694TotalAssetsBOYAmt
Total Assets EOY$1,507,322TotalAssetsEOYAmt
Total Assets EOYFMV$1,696,709TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,473,677CapitalStockBOYAmt
Capital Stock EOY$3,473,677CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$2,129,983RetainedEarningBOYAmt
Retained Earning EOY-$1,966,355RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,343,694TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,507,322TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,343,694TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,507,322TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,343,694TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$163,628ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,507,322SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,507,322TotNetAstOrFundBalancesEOYAmt

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
SCHWAB #1298P$238,657$213,431$25,226$25,226
SCHWAB #1298P$703,403$515,825$187,578$187,578
CAPITAL GAINS DIVIDENDSP$11,807$11,807$11,807
FieldValueIRS element (for citing)
Capital Gain Net Income$224,611CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,525InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,525SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,525TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,040EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,100ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,140TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,615OverpaymentAmt
Applied To ES Tax$3,615AppliedToESTaxAmt
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 StateMAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4018461006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line187 SCHOOL STREETAddressLine1Txt
CityWAYLANDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01778ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VICTORIA ARMAN LINDBERG
223 S MAIN STREETGALAXVA24333TRUSTEE5.00$1,200$0$0
TAMMY RICE
87 SCHOOL STREETWAYLANDMA01778TRUSTEE5.00$1,200$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$1,661,577AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,676,485TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,676,485AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,147CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,651,338NetVlNoncharitableAssetsAmt
Minimum Investment Return$82,567MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$82,567MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,525TaxBasedOnInvestmentIncomeAmt
Total Tax$3,525TotalTaxAmt
Distributable Before Adj$79,042DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$79,042DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$79,042DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$86,896ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$86,896QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79,042DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,993ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$8,938ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,434ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,294ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,659TotalExcessDistributionCyovAmt
Qualifying Distributions$86,896QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$79,042AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,854RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$35,513TotalCorpusAmt
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$4,993ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,520ExcessDistriCyovToNextYrAmt
Excess From Year3$8,938ExcessFromYear3Amt
Excess From Year2$9,434ExcessFromYear2Amt
Excess From Year1$4,294ExcessFromYear1Amt
Excess From Current Year$7,854ExcessFromCurrentYearAmt

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 RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GLOBAL ORPHAN PRJOECTCAREPORTAL
3161 WYANDOTTE STREETKANSAS CITYMO64111NONEPCEDUCATION AND COMMUNITY OF CARE FOR VULNERABLE CHILDREN$10,000
MY BROTHER'S TABLE
98 WILLOW STREETLYNNMA01901NONEPCNOURISHMENT AND HOSPITALITY$1,818
ROOF TOP OF VIRGINIA
206 N MAIN STREETGALAXVA24333NONEPCEDUCATION OF POVERTY SOLUTIONS AND COMMUNITY$6,818
ROSEMARY FARM SANCTUARY
1646 ROSES BROOK ROADSOUTH KORTRIGHTNY13842NONEPCEDUCATION OF RESCUED EQUINES IN NEED OF PROTECTION$10,000
TRANSFERWARE COLLECTORS CLUB
356 S PORTLAND AVENUEGILBERTAZ85296NONEPCEDUCATION OF BRITISH TRANSFERWARE$10,000
WILLING PARTNERS
972 E STUART DRIVEGALAXVA24333NONEPCEDUCATION OF SUPPORTING CHILDREN AND COMBATING HUNGER$15,000
MSPCA - ANGELL
293 2ND AVEWALTHAMMA02451NONEPCSUPPORTING THE HEALTH AND WELFARE OF ANIMALS$10,000
LOVELANE
40 BAKER BRIDGE RDLINCOLNMA01773NONEPCEDUCATION OF EQUINE VETERINARY COMMUNITY AND CARE$10,000
HEALING HEROS FOUNDATION
12 DORMAN STREETHUDSONMA01749NONEPCSUPPORTIG HIGH RISK SERVICE PROFESSIONALS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$83,636TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,608ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$224,611ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$278,219ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$278,219TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING AND LEGALCategoryTxt
Amt$5,800Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,300DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$1,484,884EOYBookValueAmt
EOYFMV$1,674,271EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$36RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORYCategoryTxt
Amt$17,873Amt
Net Investment Income$17,873NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES$2,409$2,409$0
FOREIGN TAXES$839$839$0

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