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HUCKLE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HUCKLE FAMILY FOUNDATION (EIN 37-6474117)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-11
IRS object ID
202431029349100218
Schema version
2023v5.0
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)
Return2024-04-11T13:05:09-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376474117EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jim and Diana Huckle Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlJIMABusinessNameControlTxt
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)
PersonJim HucklePersonNm
Person TitleTrusteePersonTitleTxt
Phone8008391754PhoneNum
Signature2024-04-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJimPersonFirstNm
Person LastHucklePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,282,002FMVAssetsEOYAmt
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$83,753InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$83,753InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$104,555DividendsRevAndExpnssAmt
Dividends Net Invst Incm$104,555DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$116,086NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,560,718GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$116,086CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$304,394TotalRevAndExpnssAmt
Total Net Invst Incm$304,394TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$4,394TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$41,185OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$41,185OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,579TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$41,185TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$927,859ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$927,859ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$973,438TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$969,044TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$669,044ExcessRevenueOverExpensesAmt
Net Investment Income$304,394NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,601,283SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,376,871SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,376,871SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,140,084CorporateStockBOYAmt
Corporate Stock EOY$3,695,452CorporateStockEOYAmt
Corporate Stock EOYFMV$9,905,131CorporateStockEOYFMVAmt
Total Assets BOY$6,741,367TotalAssetsBOYAmt
Total Assets EOY$6,072,323TotalAssetsEOYAmt
Total Assets EOYFMV$12,282,002TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$6,741,367RetainedEarningBOYAmt
Retained Earning EOY$6,072,323RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,741,367TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,072,323TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,741,367TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,072,323TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,741,367TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$669,044ExcessRevenueOverExpensesAmt
Subtotal$6,072,323SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,072,323TotNetAstOrFundBalancesEOYAmt

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$1,560,718GrossSalesPriceAmt
Cost Or Other Basis$1,444,632CostOrOtherBasisAmt
Gain Or Loss$116,086GainOrLossAmt
Gains Minus Excess Or Losses$116,086GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$116,086CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,231InvestmentIncomeExciseTaxAmt
Subtotal$4,231SubtotalAmt
Tax Based On Investment Income$4,231TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,900EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,900TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,331TaxDueAmt

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 StateMIOrgReportOrRegisterStateCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Martha Huckle Bowman
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Diana Huckle
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee2.0$0$0$0
Jim Huckle
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee5.0$0$0$0
Renee Huckle Mittlestaedt
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$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$9,554,409AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,756,015AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,310,424TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,310,424AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$169,656CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,140,768NetVlNoncharitableAssetsAmt
Minimum Investment Return$557,038MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$557,038MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,231TaxBasedOnInvestmentIncomeAmt
Total Tax$4,231TotalTaxAmt
Distributable Before Adj$552,807DistributableBeforeAdjAmt
Distributable Before Ded$552,807DistributableBeforeDedAmt
Distributable As Adjusted$552,807DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$969,044ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$969,044QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$552,807DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$328,262ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$93,203ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$262,338ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$21,509ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$705,312TotalExcessDistributionCyovAmt
Qualifying Distributions$969,044QualifyingDistributionsAmt
Applied To Current Year$552,807AppliedToCurrentYearAmt
Remaining Distri From Corpus$416,237RemainingDistriFromCorpusAmt
Total Corpus$1,121,549TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$328,262ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$793,287ExcessDistriCyovToNextYrAmt
Excess From Year4$93,203ExcessFromYear4Amt
Excess From Year3$262,338ExcessFromYear3Amt
Excess From Year1$21,509ExcessFromYear1Amt
Excess From Current Year$416,237ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDiana HuckleContributingManagerNm
Contributing ManagerJim HuckleContributingManagerNm
Contributing ManagerMartha Huckle BowmanContributingManagerNm
Contributing ManagerRenee Huckle MittlestaedtContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EL GRUPO NORTE YOUTH CYCLING
PO BOX 781TRAVERSE CITYMI49685N/APCIntegration of the State of Michigan Education Standards to the NORTE curriculum$5,000
FATHER FRED FOUNDATION
826 HASTINGS STTRAVERSE CITYMI49686N/APCfood insecurity program$25,000
FRIENDS OF THE GRAND TRAVERSE CONSERVATION DISTRIC
1450 CASS RDTRAVERSE CITYMI49685N/APCNew Great Lakes Incubator Farm and Boardman River crossing$100,000
GENERATIONS AHEAD
3962 3 MILE RD NTRAVERSE CITYMI49686N/APCfunds for hiring a second social worker$10,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
800 COTTAGEVIEW DR STE 1040TRAVERSE CITYMI49684N/APCGrand Traverse Area Local Journalism Fund$10,000
GRAND TRAVERSE REGIONAL COMMUNITY FOUNDATION
800 COTTAGEVIEW DR STE 1040TRAVERSE CITYMI49684N/APCDiversity Equity Inclusion Fund$25,000
INLAND SEAS EDUCATION ASSOCIATION
100 DAME ST 218SUTTONS BAYMI49682N/APC2023 Annual Fund$50,000
JUSTICE FOR OUR NEIGHBORS - MICHIGAN
207 FULTON ST E 3101GRAND RAPIDSMI49503N/APCGeneral & Unrestricted$25,000
LITTLE TRAVERSE CONSERVANCY INC
3264 POWELL RDHARBOR SPRINGSMI49740N/APCsingle-track trail project at the Offield Family Viwlands$50,000
MNAMAADIZIWIN INC
8160 N W BAYSHORE DNORTHPORTMI49670N/APCCharitable Event$5,000
MT HOLIDAY INC
3100 HOLIDAY RDTRAVERSE CITYMI49686N/APCCapital Campaign$50,000
PENINSULA TOWNSHIP
13235 CENTER RDTRAVERSE CITYMI49686N/AGOVsustainable trail at the Pelizzari Natural Area$50,000
PURE WATER FOR THE WORLD INC
PO BOX 55RUTLANDVT05702N/APCGeneral & Unrestricted$5,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCVehicle replacement fund$5,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCCapacity Building Services, Consulting, and Technology$19,525
THE GRAND TRAVERSE BAY YOUNG MENS CHRISTIAN ASSOCI
3700 SILVER LAKE RDTRAVERSE CITYMI49684N/APCPhase 2 Capital Campaign$333,334
TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS I
PO BOX 252TRAVERSE CITYMI49685N/APCNakwema Trail Fund$10,000
TRAVERSE AREA RECREATION & TRANSPORTATION TRAILS I
PO BOX 252TRAVERSE CITYMI49685N/APCTHREE MILE TRAIL EXTENSION ENGINEERING FUND$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$927,859TotalGrantOrContriPdDurYrAmt

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$83,753ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$104,555ExclusionAmt
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$116,086ExclusionAmt
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$304,394ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$304,394TotalIncomeProducingActyAmt

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 (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUND$378,144$833,839
FIDELITY NASDAQ COMPOSITE INDE$1,444,421$5,012,726
FIDELITY TOTAL MARKET INDEX FU$1,872,887$4,058,566

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$37,185$37,185
Foundation Dues & Memberships$4,000$4,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$2,900
990-PF Excise Tax for 2022$1,494

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