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THE GAINEY FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE GAINEY FAMILY FOUNDATION (EIN 47-3986285)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-10
IRS object ID
202501009349101100
Schema version
2024v5.1
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)
Return2025-04-10T08:45:30-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473986285EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Gainey Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlGAINBusinessNameControlTxt
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)
PersonFRANK GAINEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-04-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$728,573FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$652InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$652InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,465DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,465DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,892NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$189,239GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,892CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$54,009TotalRevAndExpnssAmt
Total Net Invst Incm$54,009TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,234OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,234OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$159TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,914OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10,914OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,307TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,234TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,914TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,657TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,234TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,264TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,352ExcessRevenueOverExpensesAmt
Net Investment Income$48,775NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,607SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$39,397SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$39,397SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$566,968CorporateStockBOYAmt
Corporate Stock EOY$573,530CorporateStockEOYAmt
Corporate Stock EOYFMV$689,176CorporateStockEOYFMVAmt
Total Assets BOY$592,575TotalAssetsBOYAmt
Total Assets EOY$612,927TotalAssetsEOYAmt
Total Assets EOYFMV$728,573TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$592,575RetainedEarningBOYAmt
Retained Earning EOY$612,927RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$592,575TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$612,927TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$592,575TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$612,927TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$592,575TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,352ExcessRevenueOverExpensesAmt
Subtotal$612,927SubtotalAmt
Tot Net Ast Or Fund Balances EOY$612,927TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$189,239GrossSalesPriceAmt
Cost Or Other Basis$156,347CostOrOtherBasisAmt
Gain Or Loss$32,892GainOrLossAmt
Gains Minus Excess Or Losses$32,892GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$32,892CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$678InvestmentIncomeExciseTaxAmt
Subtotal$678SubtotalAmt
Tax Based On Investment Income$678TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$678TaxDueAmt

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 AbbreviationCTStateAbbreviationCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Diane Gainey
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, VP1.0$0$0$0
Frank H Gainey
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Treas1.0$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$691,375AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,246AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$708,621TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$708,621AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,629CashDeemedCharitableAmt
Net Vl Noncharitable Assets$697,992NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,900MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,900MinimumInvestmentReturnAmt
Tax Based On Investment Income$678TaxBasedOnInvestmentIncomeAmt
Total Tax$678TotalTaxAmt
Distributable Before Adj$34,222DistributableBeforeAdjAmt
Distributable Before Ded$34,222DistributableBeforeDedAmt
Distributable As Adjusted$34,222DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,264ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$28,264QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,222DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$31,115ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$33,501ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,418ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,323ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,933ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$119,290TotalExcessDistributionCyovAmt
Qualifying Distributions$28,264QualifyingDistributionsAmt
Applied To Current Year$28,264AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$5,958ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,958ExcessDistributionCyovAppCYAmt
Total Corpus$113,332TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$25,157ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$88,175ExcessDistriCyovToNextYrAmt
Excess From Year4$33,501ExcessFromYear4Amt
Excess From Year3$18,418ExcessFromYear3Amt
Excess From Year2$26,323ExcessFromYear2Amt
Excess From Year1$9,933ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDiane GaineyContributingManagerNm
Contributing ManagerFrank H GaineyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUBS OF THE COASTAL PLAIN INC
621 W FIRE TOWER RDWINTERVILLENC28590N/APCBoys and Girls of the Crystal Coast$7,350
YOUNG LIFE
PO BOX 5184HARLANIA51593N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,350TotalGrantOrContriPdDurYrAmt

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$652ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,465ExclusionAmt
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 Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,892ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$54,009ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,009TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$3,059$4,443
ACCENTURE PLC$1,716$1,759
AFLAC INC$4,801$7,241
ALPHABET INC CL C$5,718$13,331
ALPS/SMITH SHORT DURATION BOND$13,214$12,961
ALPS/SMITH TOTAL RETURN BOND F$37,330$37,041
AMAZON COM$10,167$13,163
AMERICAN COASTAL INSURANCE COR$5,256$3,365
AMERICAN EXPRESS CO$1,580$2,968
AMGEN INC$3,895$3,910
APPLE INC$6,587$20,034
ARM HOLDING PLS SPON ADS$2,659$2,467
AXONIC STRATEGIC INCOME FUND$28,206$27,392
BERKSHIRE HATHAWAY INC. CLASS$3,587$4,533
BLACKROCK INC$2,111$5,126
BRISTOL-MYERS SQUIBB CO$3,234$3,394
BROADCOM INC$5,791$8,114
CARLYLE GROUP$4,577$4,544
CHENIERE ENERGY INC$1,112$1,074
CINTAS CRP$4,608$4,568
CME GROUP, INC$4,294$5,806
COSTCO WHOLESALE CORPORATION$2,800$4,581
CUMMINS INC$2,217$3,486
DANAHER CORP$3,590$4,591
DELL TECHNOLOGIES INC CLASS C$4,010$3,457
DIGITAL RLTY TR INC$2,442$3,547
EATON CORP PLC$3,049$3,319
ENBRIDGE INC$2,562$2,546
EXXON MOBIL CORP$3,301$4,841
FIDELITY REAL ESTATEINCOME$10,430$11,012
FIDELITY SMALL CAP GROWTH$17,292$21,513
FT-PREFERRED SECUR & INC ETF$9,090$9,257
GOLDMAN SACHS GROUP$2,294$2,863
GOLDMAN SACHS SMALL CAP VALUE$19,785$21,721
GUGGENHEIM MACRO OPPORTUNITIES$21,309$21,891
HOME DEPOT INC$3,424$3,890
INTERNATIONAL BUSINESS MACHINE$2,114$3,297
INTUITIVE SURGICAL$2,689$2,610
ISHARES BARCLAYS 1-3 YEAR TREA$10,168$10,248
ISHARES BARCLAYS SHORT TREASUR$17,078$17,067
ISHARES CORE MSCI EAFE ETF$22,767$26,706
ISHARES TR S & P MIDCAP 400 IN$17,533$28,040
JANUS ADVISER FLEXIBLE INCOME$49,546$43,997
JP MORGAN CHASE$3,409$7,191
LINDE PLC COM$2,767$4,605
LULULEMON ATHLETICA INC$5,386$7,648
MARTIN MARIETTA MATLS INC$2,769$2,583
MEDTRONIC PLC$2,177$1,997
META PLATFORMS INC$5,280$11,710
MICROSOFT CORP$8,644$16,017
NVIDIA CORP$2,013$21,486
ORACLE CORP$3,297$4,999
PALO ALTO NETWORKS INC$3,071$3,639
PARKER HANNIFIN CP$2,801$3,180
PERFORMANCE TRUST TOTAL RETURN$23,261$20,434
PIMCO MORTGAGE OPPORTUNITIES F$23,684$21,529
QUALCOMM INC$4,699$3,841
RAYTHEON TECHNOLOGIES CORP$2,711$2,893
SALESFORCE.COM$3,315$5,015
THE COCA-COLA CO$2,596$2,490
THERMO FISHER SCIENTIFIC INC$4,163$5,202
TJX COMPANIES INC$2,717$4,832
VANGUARD FTSE EMERGING MARKETS$24,906$24,398
VANGUARD S&P 500 ETF$48,434$60,346
VERIZON COMMUNICATIONS$3,317$3,199
WAL-MART STORES INC$1,749$4,969
ZOETIS INC$3,372$3,259

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$10,889$10,889
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$5,234Amt
Net Investment Income$5,234NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2023CategoryTxt
Amt$159Amt

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