EMILY S & COLEMAN A HUNTER TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EMILY S & COLEMAN A HUNTER TRUST (EIN 54-6219496)
- Tax period
- 2025-03-01 to 2026-02-28
- Filed
- 2026-06-26
- IRS object ID
- 202621779349100202
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-26T08:01:37-05:00 | ReturnTs |
| Tax Period End | 2026-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 546219496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLEMAN A HUNTER - IRR TR CHARI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUNT | BusinessNameControlTxt |
| Phone | 4047243644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4047243644 | PhoneNum |
| Signature | 2026-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-06-15 | 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 | $7,856,766 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $161,485 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $374,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,396,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $374,158 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $535,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $534,786 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,841 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,420 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,421 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,343 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,099 | 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 | $4,346 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,346 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,519 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,267 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,519 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,267 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $147,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $507,267 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,361 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $619,091 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $619,091 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $599,747 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,235,407 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,218,283 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,967,658 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,979,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,126,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,856,766 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,979,790 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,126,735 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,979,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,126,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,979,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,126,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,979,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $147,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,195 | OtherIncreasesAmt |
| Subtotal | $6,129,598 | SubtotalAmt |
| Other Decreases | $2,863 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,126,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 16590.143 JOHCM INTERNATIONAL SEL-INST | 2025-04-01 | $383,564 | $402,742 | -$19,178 | -$19,178 | ||
| 4547.861 T ROWE PRICE INTEGRATED U.S. | 2025-04-09 | $176,957 | $137,374 | $39,583 | $39,583 | ||
| 331.446 HARTFORD DVDND & GRWTH-F | 2025-05-29 | $11,107 | $11,362 | -$255 | -$255 | 2024-12-11 | |
| 884.554 HARTFORD DVDND & GRWTH-F | 2025-05-29 | $29,641 | $29,836 | -$195 | -$195 | 2022-03-25 | |
| 522. VANGUARD RUSSELL 1000 GROWTH ETF | 2025-06-02 | $53,932 | $43,710 | $10,222 | $10,222 | 2025-04-09 | |
| 22252. GOLDMAN SACHS GQP PRT INTL-R6 | 2025-06-03 | $496,665 | $467,946 | $28,719 | $28,719 | ||
| 443.766 PARAMETRIC DIVIDEND INCOME FUND-I | 2025-06-23 | $6,967 | $7,003 | -$36 | -$36 | 2024-12-19 | |
| 5212.601 PARAMETRIC DIVIDEND INCOME FUND-I | 2025-06-23 | $81,838 | $68,411 | $13,427 | $13,427 | ||
| 1343.949 INVESCO DEVELOPING MARKETS FUND | 2025-09-23 | $62,453 | $41,907 | $20,546 | $20,546 | ||
| 546.315 EATON VANCE-ATLANTA SMID-R6 | 2025-12-23 | $20,640 | $20,252 | $388 | $388 | 2025-12-09 | |
| 8631.786 EATON VANCE-ATLANTA SMID-R6 | 2025-12-23 | $326,109 | $206,804 | $119,305 | $119,305 | ||
| 2106.262 COHEN & STEERS REALTY SHARES INSTITUTION | 2026-01-27 | $102,406 | $109,751 | -$7,345 | -$7,345 | 2024-09-27 | |
| 157.895 FULLERTHALER BEHAVIORAL SMID COR-R6 | 2026-02-23 | $6,900 | $6,496 | $404 | $404 | 2025-12-23 | |
| 1108.617 DFA INTERNATIONAL CORE EQUITY 2 | 2026-02-23 | $24,700 | $20,132 | $4,568 | $4,568 | 2025-06-03 | |
| 131.843 HARTFORD DVDND & GRWTH-F | 2026-02-23 | $4,600 | $4,549 | $51 | $51 | 2025-12-11 | |
| 8.559 T ROWE PRICE LARGE/CAP GRW-I | 2026-02-23 | $673 | $716 | -$43 | -$43 | 2025-12-15 | |
| 205.073 T ROWE PRICE LARGE/CAP GRW-I | 2026-02-23 | $16,127 | $17,474 | -$1,347 | -$1,347 | 2024-12-16 | |
| 26. INVESCO S&P 500 EQUAL WEIGHT ETF | 2026-02-23 | $5,267 | $3,928 | $1,339 | $1,339 | 2022-03-09 | |
| 6. ISHARES CORE S&P 500 ETF | 2026-02-23 | $4,131 | $3,611 | $520 | $520 | 2025-06-23 | |
| 68. ISHARES RUSSELL MID CAP ETF | 2026-02-23 | $6,916 | $4,330 | $2,586 | $2,586 | 2020-11-13 | |
| 23. ISHARES S&P SMALLCAP 600/VAL COMMON | 2026-02-23 | $2,833 | $2,426 | $407 | $407 | 2021-03-10 | |
| 58. ISHARES CORE MSCI EMERGING MKTS ETF | 2026-02-23 | $4,418 | $4,277 | $141 | $141 | 2026-01-27 | |
| 182.32 JANUS HENDERSON SMALL CAP VALUE-N | 2026-02-23 | $4,677 | $4,288 | $389 | $389 | 2025-12-09 | |
| 36.004 JANUS HENDERSON SMALL CAP VALUE-N | 2026-02-23 | $924 | $850 | $74 | $74 | ||
| 17145.422 OSTERWEIS STRATEGIC INC FD I | 2026-02-23 | $192,029 | $191,000 | $1,029 | $1,029 | 2024-05-22 | |
| 8319.64 MUZINICH DYNAMIC INCM FD-SUPRA INSTL | 2026-02-23 | $82,115 | $79,256 | $2,859 | $2,859 | ||
| 128.458 VANECK EMERGING MARKETS-Z | 2026-02-23 | $2,600 | $1,794 | $806 | $806 | 2016-10-17 | |
| 23. VANGUARD DIVIDEND APPREC ETF | 2026-02-23 | $5,216 | $2,320 | $2,896 | $2,896 | 2020-03-17 | |
| 69. VANGUARD FTSE DEVELOPED MARKETS ETF | 2026-02-23 | $4,796 | $3,873 | $923 | $923 | 2025-06-02 | |
| 40.708 VANGUARD INST INDEX-INST | 2026-02-23 | $22,486 | $22,680 | -$194 | -$194 | 2025-12-23 | |
| 165.427 VANGUARD INST INDEX-INST | 2026-02-23 | $91,377 | $79,306 | $12,071 | $12,071 | ||
| 85. VANGUARD RUSSELL 1000 GROWTH ETF | 2026-02-23 | $9,850 | $7,118 | $2,732 | $2,732 | 2025-04-09 | |
| 130. VANGUARD RUSSELL 1000 VALUE ETF | 2026-02-23 | $12,783 | $6,633 | $6,150 | $6,150 | 2017-07-17 | |
| 27. VANGUARD INDEX FDS MID CAP ETF | 2026-02-23 | $8,143 | $7,908 | $235 | $235 | 2025-12-23 | |
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P | |||||
| CAPITAL GAIN DIVIDENDS | $130,381 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $374,158 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,051 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,051 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,051 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,468 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,468 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,583 | 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 | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4047243644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,841 | CompensationAmt |
| 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 | $7,370,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $209,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,580,157 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,580,157 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,466,455 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $373,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $373,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,051 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,051 | TotalTaxAmt |
| Distributable Before Adj | $366,272 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $366,272 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $366,272 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,267 | 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 | $352,267 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $366,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $318,770 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $352,267 | QualifyingDistributionsAmt |
| Applied To Year1 | $318,770 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,497 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $332,775 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHESTERFIELD CASA | ||||||||
| 9457 AMBERDALE DR | RICHMOND | VA | 23236 | NONE | PC | GENERAL OPERATING | $7,500 | |
| GREATER RICHMOND AQUATICS PTN | ||||||||
| 5050 RIDGEDALE PWY | RICHMOND | VA | 23234 | NONE | PC | GENERAL OPERATING | $7,500 | |
| SPORTABLE RICHMOND ADAPTIVE SPORTS | ||||||||
| 1365 OVERBROOK RDSTE 2 | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING | $5,000 | AND RECREATION INC |
| RIVERSIDE SCHOOL | ||||||||
| 2110 MCRAE RD | RICHMOND | VA | 23235 | NONE | PC | GENERAL OPERATING | $10,000 | |
| RICHMOND BALLET | ||||||||
| 407 E CANAL ST | RICHMOND | VA | 23219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| AREA CONGREGATIONS TOGETHER IN SERVICE | ||||||||
| 1518 WILLOW LAWN DRIVE | RICHMOND | VA | 23230 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SPECIAL OLYMPICS VIRGINIA | ||||||||
| 3212 SKIPWITH RD STE 100 | RICHMOND | VA | 23294 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SAINT JOSEPH'S VILLA | ||||||||
| 8000 BROOK RD | RICHMOND | VA | 23227 | NONE | PC | GENERAL OPERATING | $10,000 | |
| VIRGINIA HOME FOR BOYS & GIRLS | ||||||||
| 8716 WEST BROAD STREET | HENRICO | VA | 23294 | NONE | PC | GENERAL OPERATING | $13,000 | |
| VIRGINIA DENTAL ASSOCIATION | ||||||||
| 3460 MARYLAND CT 110 | HENRICO | VA | 23233 | NONE | PC | GENERAL OPERATING | $7,500 | |
| GATEWAY HOMES | ||||||||
| 4905 DICKENS RD | RICHMOND | VA | 23230 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CANCERLINC - LEGAL INFORMATION | ||||||||
| 200 SOUTH 3RD STREET | RICHMOND | VA | 23219 | NONE | PC | GENERAL OPERATING | $20,000 | NETWORK FOR CANCER |
| CHILDSAVERS | ||||||||
| 200 NORTH 22ND STREET | RICHMOND | VA | 23223 | NONE | PC | GENERAL OPERATING | $15,000 | |
| SCIENCE MUSEUM OF VIRGINIA | ||||||||
| 2500 WEST BROAD STREET | RICHMOND | VA | 23220 | NONE | PC | GENERAL OPERATING | $5,000 | FOUNDATION INCORPORATED |
| CRISTO REY RICHMOND HIGH SCHOOL INC | ||||||||
| 315 NORTH BELMONT AVENUE | RICHMOND | VA | 23221 | NONE | PC | GENERAL OPERATING | $15,000 | |
| THE SHELTERING ARMS FOUNDATION | ||||||||
| 6627 WEST BROAD STREET | RICHMOND | VA | 23230 | NONE | PC | GENERAL OPERATING | $15,000 | |
| GREATER RICHMOND FIT4KIDS INC | ||||||||
| PO BOX 6510 | RICHMOND | VA | 23230 | NONE | PC | GENERAL OPERATING | $2,500 | |
| CARITAS | ||||||||
| 2220 STOCKTON ST | RICHMOND | VA | 23224 | NONE | PC | GENERAL OPERATING | $10,000 | |
| COAL PIT MINISTRY INC | ||||||||
| 5101 FRANCISTOWN ROAD | GLEN ALLEN | VA | 23060 | NONE | PC | GENERAL OPERATING | $20,000 | |
| ELIJAH HOUSE ACADEMY | ||||||||
| 6627 JAHNKE RD STE B | RICHMOND | VA | 232254169 | NONE | PC | GENERAL OPERATING | $20,000 | |
| HOSPITAL HOSPITALITY HOUSE OF | ||||||||
| 612 E MARSHALL STREET | RICHMOND | VA | 23219 | NONE | PC | GENERAL OPERATING | $10,000 | RICHMOND INC |
| GREATER RICHMOND SCAN | ||||||||
| 103 E GRACE ST | RICHMOND | VA | 23219 | NONE | PC | GENERAL OPERATING | $18,000 | |
| MEGA MENTORS | ||||||||
| 13900 HULL ST RD | MIDLOTHIAN | VA | 23112 | NONE | PC | GENERAL OPERATING | $2,500 | |
| YOUTH LIFE FDN OF RICHMOND | ||||||||
| PO BOX 15202 | RICHMOND | VA | 232270602 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LIBERATION VETERAN SERVICES INC | ||||||||
| 1201 HULL ST | RICHMOND | VA | 232243918 | NONE | PC | GENERAL OPERATING | $5,000 | |
| RICHMOND SYMPHONY | ||||||||
| 612 EAST GRACE STREET | RICHMOND | VA | 23219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| YMCA OF GREATER RICHMOND | ||||||||
| 201 WEST 7TH STREET | RICHMOND | VA | 23224 | NONE | PC | GENERAL OPERATING | $8,000 | |
| NEXTUP RVA | ||||||||
| 2108 WEST LABURNUM AVENUE SUITE 110 | RICHMOND | VA | 23227 | NONE | PC | GENERAL OPERATING | $6,000 | |
| SWIFT CREEK MILL THEATRE INC | ||||||||
| 17401 US ROUTE 1 | S CHESTERFIELD | VA | 23834 | NONE | PC | GENERAL OPERATING | $2,500 | |
| OUR LADY OF LOURDES | ||||||||
| 8250 WOODMAN RD | RICHMOND | VA | 23228 | NONE | PC | GENERAL OPERATING | $10,000 | |
| POSITIVE VIBE FOUNDATION | ||||||||
| 2837 HATHAWAY ROAD | RICHMOND | VA | 23225 | NONE | PC | GENERAL OPERATING | $7,500 | |
| BOYS & GIRLS CLUBS OF METRO | ||||||||
| 100 EVERETT STREET 1 | RICHMOND | VA | 23224 | NONE | PC | GENERAL OPERATING | $5,000 | RICHMOND |
| NORTHSTAR ACADEMY | ||||||||
| 11501 NUCKOLS ROAD | RICHMOND | VA | 23059 | NONE | PC | GENERAL OPERATING | $10,000 | |
| METROPOLITAN RICHMOND SPORTS BACKERS | ||||||||
| 4921 LAKESIDE AVENUE | RICHMOND | VA | 23228 | NONE | PC | GENERAL OPERATING | $2,500 | |
| PETER PAUL DEVELOPMENT CENTER | ||||||||
| 1708 N 22ND ST | RICHMOND | VA | 23223 | NONE | PC | GENERAL OPERATING | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,000 | 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 | $161,485 | 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 | $374,158 | 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 | $535,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $535,643 | 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 (NON-ALLOC | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 258620566 DOUBLELINE TOTAL RET | $172,664 | $169,602 |
| 921937835 VANGUARD TOTAL BOND | $229,448 | $231,223 |
| 921937603 VANGUARD TOTAL BOND | $216,979 | $198,922 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 92206C714 VANGUARD RUSSELL 100 | AT COST | $156,693 | $303,968 |
| 87283A102 T. ROWE PRICE QM US | |||
| 92206C680 VANGUARD RUSSELL 100 | AT COST | $81,901 | $232,203 |
| 45775L408 T ROWE PRICE LARGE-C | AT COST | $226,314 | $394,939 |
| 27826A813 PARAMETRIC DIVIDEND | |||
| 277902235 EATON VANCE ATLANTA | |||
| 00143W859 INVESCO DEVELOPING M | |||
| 464287499 ISHARES RUSSELL MIDC | AT COST | $101,817 | $164,681 |
| 921908844 VANGUARD DIVIDEND AP | AT COST | $55,068 | $124,324 |
| 922040100 VANGUARD INSTL INDEX | AT COST | $1,896,158 | $2,689,644 |
| 09250J734 BLACKROCK EVENT DRIV | AT COST | $67,752 | $74,017 |
| 30254T676 FPA CRESCENT FD | AT COST | $221,394 | $277,294 |
| 464287879 ISHARES S&P SMALLCAP | AT COST | $55,098 | $65,821 |
| 46653M849 JOHCM INTERNATIONAL | |||
| 47103D728 JANUS HENDERSON SMAL | AT COST | $111,614 | $129,818 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $188,857 | $216,436 |
| 74316J532 MUZINICH CREDIT OPPO | |||
| 256210105 DODGE & COX INCOME F | AT COST | $648,709 | $659,724 |
| 41664T669 HARTFORD DIVIDEND & | AT COST | $101,154 | $106,914 |
| 46137V357 INVESCO S&P 500 EQUA | AT COST | $91,224 | $123,802 |
| 722005667 PIMCO COMMODITY REAL | AT COST | $90,992 | $82,332 |
| 19247U106 COHEN & STEERS INSTI | |||
| 742935489 OSTERWEIS STRATEGIC | |||
| 92107P889 VANECK EMERGING MARK | AT COST | $38,981 | $60,399 |
| 233203371 DFA INTERNATIONAL CO | AT COST | $475,654 | $592,210 |
| 14064D451 FULLERTHALER BEHAVIO | AT COST | $149,877 | $161,754 |
| 921943858 VANGUARD FTSE DEVELO | AT COST | $91,033 | $114,561 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $85,458 | $97,892 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $99,772 | $103,856 |
| 922908629 VANGUARD INDEX FUND | AT COST | $182,763 | $191,069 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $2,005 |
| ROUNDING | $1 |
| COST BASIS ADJUSTMENT | $857 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $4,346 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,346 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTED IN 2025 | Desc |
| Amt | $2,195 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $4,776 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,468 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,755 | $1,755 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $344 | $344 | $0 |
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