WEINGARTEN-SCHNITZER FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
WEINGARTEN-SCHNITZER FOUNDATION INC (EIN 71-1005184)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-12
IRS object ID
202631639349100908
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)
Return2026-06-12T10:16:01-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN711005184EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Weingarten Schnitzer Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlWEINBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN WEINGARTEN SCHNITZERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-06-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$2,196,154FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,812InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,812InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$100,790DividendsRevAndExpnssAmt
Dividends Net Invst Incm$100,790DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$203,602TotalRevAndExpnssAmt
Total Net Invst Incm$103,602TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,400TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$14,669OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$95OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$14,574OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,069TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$95TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,574TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$97,979ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$97,979ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,048TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$95TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$112,553TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$89,554ExcessRevenueOverExpensesAmt
Net Investment Income$103,507NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$83,816SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$173,370SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$173,370SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,339,984CorporateStockBOYAmt
Corporate Stock EOY$3,339,984CorporateStockEOYAmt
Corporate Stock EOYFMV$2,022,784CorporateStockEOYFMVAmt
Total Assets BOY$3,423,800TotalAssetsBOYAmt
Total Assets EOY$3,513,354TotalAssetsEOYAmt
Total Assets EOYFMV$2,196,154TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,423,800RetainedEarningBOYAmt
Retained Earning EOY$3,513,354RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,423,800TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,513,354TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,423,800TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,513,354TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,423,800TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$89,554ExcessRevenueOverExpensesAmt
Subtotal$3,513,354SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,513,354TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,439InvestmentIncomeExciseTaxAmt
Subtotal$1,439SubtotalAmt
Tax Based On Investment Income$1,439TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,444EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,444TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$5OverpaymentAmt
Applied To ES Tax$5AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Douglas W Schnitzer
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Treas, VP1.0$0$0$0
Joan Schnitzer
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Kenneth L Schnitzer Jr
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,122,326AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$137,902AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,260,228TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,260,228AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,903CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,226,325NetVlNoncharitableAssetsAmt
Minimum Investment Return$111,316MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$111,316MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,439TaxBasedOnInvestmentIncomeAmt
Total Tax$1,439TotalTaxAmt
Distributable Before Adj$109,877DistributableBeforeAdjAmt
Distributable Before Ded$109,877DistributableBeforeDedAmt
Distributable As Adjusted$109,877DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$112,553ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$112,553QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,877DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$314,400ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$347,972ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$386,609ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$170,628ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,219,609TotalExcessDistributionCyovAmt
Qualifying Distributions$112,553QualifyingDistributionsAmt
Applied To Current Year$109,877AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,676RemainingDistriFromCorpusAmt
Total Corpus$1,222,285TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$314,400ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$907,885ExcessDistriCyovToNextYrAmt
Excess From Year4$347,972ExcessFromYear4Amt
Excess From Year3$386,609ExcessFromYear3Amt
Excess From Year2$170,628ExcessFromYear2Amt
Excess From Current Year$2,676ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTHRITIS FOUNDATION INC
7941 KATY FREEWAY 32HOUSTONTX77024N/APCGeneral & Unrestricted$500
CASITA MARIA INC
928 SIMPSON STBRONXNY10459N/APCGeneral & Unrestricted$1,000
CHILDRENS DIABETES FOUNDATION
PO BOX 29650 DEPT 880505PHOENIXCO85038N/APCGeneral & Unrestricted$1,500
CONTEMPORARY ARTS MUSEUM HOUSTON
5020 MONTROSE BLVD STE 210HOUSTONTX77006N/APCGeneral & Unrestricted$150
HOLOCAUST MUSEUM HOUSTON
5401 CAROLINE STHOUSTONTX77004N/APCGeneral & Unrestricted$23,000
HOUSTON FOOD BANK
535 PORTWALL STHOUSTONTX77029N/APCGeneral & Unrestricted$100
HOUSTON PROFESSIONAL FIRE FIGHTERS ASSOCIATION CHA
1907 FREEMAN STHOUSTONTX77009N/APCGeneral & Unrestricted$500
HOUSTON PUBLIC MEDIA FOUNDATION
4343 ELGIN STHOUSTONTX77204N/APCGeneral & Unrestricted$100
HOUSTON REVISION
PO BOX 740104HOUSTONTX77274N/APCGeneral & Unrestricted$500
HOUSTON ZOO INC
1513 CAMBRIDGE STHOUSTONTX77030N/APCGeneral & Unrestricted$219
LEGACY COMMUNITY HEALTH ENDOWMENT INC
PO BOX 66308HOUSTONTX77266N/APCGeneral & Unrestricted$500
MEDECINS SANS FRONTIERES USA INC
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$210
MENIL FOUNDATION INC
1519 BRANARD STHOUSTONTX77006N/APCGeneral & Unrestricted$500
MISSIONS OF YAHWEH INC
10247 ALGIERS RDHOUSTONTX77041N/APCGeneral & Unrestricted$1,000
MUSEUM OF FINE ARTS HOUSTON
PO BOX 6826HOUSTONTX77265N/APCGeneral & Unrestricted$55,000
NATIONAL FEDERATION OF THE BLIND INC
1800 JOHNSON STBALTIMOREMD21230N/APCGeneral & Unrestricted$100
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
PO BOX 97166WASHINGTONDC20090N/APCGeneral & Unrestricted$250
SMILE TRAIN INC
PO BOX 96231WASHINGTONDC20090N/APCGeneral & Unrestricted$125
STAND UP TO CANCER
PO BOX 843721LOS ANGELESCA90084N/ASO IGeneral & Unrestricted$6,000
TEXAS CHILDRENS HOSPITAL
1919 S BRAESWOOD BLVD STE 5214HOUSTONTX77030N/APCGeneral & Unrestricted$225
TEXAS HEART INSTITUTE
6770 BERTNER AVEHOUSTONTX77030N/APCGeneral & Unrestricted$500
THE CRYSTAL CHARITY BALL
TWO TURTLE CREEK 3838 OAK LAWN AVEDALLASTX75219N/APCGeneral & Unrestricted$2,500
THE MENIL FOUNDATION INC
1515 BRANARD STHOUSTONTX77006N/APCGeneral & Unrestricted$1,500
THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT H
6901 BERTNER AVE SON-869HOUSTONTX77030N/AGOVGeneral & Unrestricted$1,000
THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
PO BOX 4486HOUSTONTX77210N/AGOVGeneral & Unrestricted$500
WWP INC - WOUNDED WARRIOR PROJECT INC
PO BOX 758516TOPEKAKS66675N/APCGeneral & Unrestricted$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$97,979TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,812ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$100,790ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$103,602ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$103,602TotalIncomeProducingActyAmt

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

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 PersonJoan SchnitzerContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13650 Knollwood StreetAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77019ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockKIMCO RLTY CORPStockNm
EOY Book Value$3,339,984EOYBookValueAmt
EOYFMV$2,022,784EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$14,549$14,549
Bank Charges$95$95
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2025CategoryTxt
Amt$1,400Amt

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