BRIGHT WINGS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRIGHT WINGS FOUNDATION (EIN 58-6346253)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-17
- IRS object ID
- 202441089349101509
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-17T14:01:44-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586346253 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHT WINGS FNDTN TR UA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIG | BusinessNameControlTxt |
| Phone | 8042737445 | 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 | 8042737445 | PhoneNum |
| Signature | 2024-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2024-04-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,338,667 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $58,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,571 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,271 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $360,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,271 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,200 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $139,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,842 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,395 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,198 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,197 | 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 Rev And Expnss | $2,868 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,868 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $804 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $804 | 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 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $201,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,169 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,968 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,061 | CashBOYAmt |
| Cash EOY | $1,251 | CashEOYAmt |
| Cash EOYFMV | $1,251 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $65,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,992 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,992 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $526,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $574,002 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $883,628 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $264,369 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $264,369 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $250,795 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,281,817 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,144,756 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,095,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,138,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,092,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,338,667 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,138,538 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,092,370 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,138,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,092,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,138,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,092,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,138,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,169 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,546 | OtherIncreasesAmt |
| Subtotal | $2,096,915 | SubtotalAmt |
| Other Decreases | $4,545 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,092,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5328.118 JOHCM INTERNATIONAL SEL-INST | 2015-10-27 | 2023-01-13 | $113,862 | $102,049 | $11,813 | $11,813 | |
| 864. STORE CAPITAL CORP REIT | 2020-03-19 | 2023-02-03 | $27,864 | $18,759 | $9,105 | $9,105 | |
| 18. O'REILLY AUTOMOTIVE INC | 2016-10-14 | 2023-05-12 | $17,147 | $7,654 | $9,493 | $9,493 | |
| 20. BERKSHIRE HATHAWAY INC CL B | 2020-10-08 | 2023-05-16 | $6,478 | $4,302 | $2,176 | $2,176 | |
| 5. O'REILLY AUTOMOTIVE INC | 2016-10-14 | 2023-05-16 | $4,709 | $1,400 | $3,309 | $3,309 | |
| 364. VERIZON COMMUNICATIONS INC | 2010-11-08 | 2023-05-16 | $13,205 | $17,546 | -$4,341 | -$4,341 | |
| 317. S & P 500 DEPOSITARY RECEIPT COMMON | 2012-06-13 | 2023-12-19 | $149,910 | $129,554 | $20,356 | $20,356 | |
| CAPITAL GAIN DIVIDENDS | $27,360 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,360 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,360 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,360 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,360 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,360 | P | |||||
| CAPITAL GAIN DIVIDENDS | $27,360 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,271 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,668 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,668 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,668 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $512 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $512 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,156 | 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 | GA | 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 | 8042737445 | 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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $28,395 | 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 | $3,118,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,105 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,189,446 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,189,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,141,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $157,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $157,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,668 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,668 | TotalTaxAmt |
| Distributable Before Adj | $155,412 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $16,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $171,912 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $171,912 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,337 | 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 | $183,337 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,912 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $143,454 | 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 | $183,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $143,454 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,883 | 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 | $132,029 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRUIST BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 PEACHTREE STREET NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4044794936 | RecipientPhoneNum |
| Form And Info And Materials | HTTP://FOUNDATIONCENTER.ORG/GRANTMAKER/BRIGHTWINGS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS THAT ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A SQUASH | ||||||||
| 1019 COLLIER RD NW STE A | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $3,000 | |
| ARIS INC | ||||||||
| PO BOX 8415 | ATLANTA | GA | 31106 | NONE | PC | GENERAL OPERATING | $2,000 | |
| ATLANTA AREA COUNCIL BOY SCOUTS OF AMER | ||||||||
| 1800 CIRCLE 75 PARKWAY | ATLANTA | GA | 30339 | NONE | PC | GENERAL OPERATING | $17,500 | |
| BETHANY CHRISTIAN SERVICES OF GA | ||||||||
| 6645 PEACHTREE DUNWOODY RD | ATLANTA | GA | 303281606 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BLOOM OUR YOUTH INC | ||||||||
| 150 MARQUIS DR | FAYETTEVILLE | GA | 30214 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CAMP SUNSHINE | ||||||||
| 1850 CLAIRMONT ROAD | DECATUR | GA | 30033 | NONE | PC | GENERAL OPERATING | $4,000 | |
| COMMUNITIES IN SCHOOLS OF ATLANTA INC | ||||||||
| 260 PEACHTREE ST STE 750 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $3,000 | |
| COBB SYMPHONY ORCHESTRA INC | ||||||||
| 36 TRAMMELL ST SW | MARIETTA | GA | 30061 | NONE | PC | GENERAL OPERATING | $2,000 | |
| COLLECTIVE LEARNING ACADEMY INC | ||||||||
| 2715 PEACHTREE RD NE | ATLANTA | GA | 30305 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CONCRETE JUNGLE INC | ||||||||
| 1050 OAKLEIGH DR | ATLANTA | GA | 30344 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COOL GIRLS INC | ||||||||
| 1382 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $2,000 | |
| COVENANT COMMUNITY INC | ||||||||
| 623 SPRING ST NW | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CURE CHILDHOOD CANCER | ||||||||
| 200 ASHFORD CENTER NORTH SUITE 250 | ATLANTA | GA | 30338 | NONE | PC | GENERAL OPERATING | $1,000 | |
| EPISCOPAL DIOCESE OF ATLANTA INC | ||||||||
| 1017 BANK AARON DR SW | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FAMILY HERITAGE FOUNDATION | ||||||||
| PO BOX 1626 | CLARKSTON | GA | 30021 | NONE | PC | GENERAL OPERATING | $2,000 | |
| FCS - FOCUSED COMMUNITY STRATEGIES | ||||||||
| 1297 JONESBORO RD SE | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $3,000 | |
| FERNBANK MUSEUM OF NATURAL HISTORY | ||||||||
| 767 CLIFTON RD NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $20,000 | |
| FEET ON THE STREET MINISTRIES INC | ||||||||
| PO BOX 55403 | ATLANTA | GA | 30308 | NONE | PC | GENERAL OPERATING | $3,000 | |
| FLY ON A WALL INC | ||||||||
| 1342 LUCILLE AVE SW | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $1,500 | |
| GEORGIA AUDUBON INC | ||||||||
| 825 WARNER ST SW STE B | ATLANTA | GA | 30310 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GEORGIA RIVER NETWORK | ||||||||
| 126 SOUTH MILLEDGE AVE SUITE E3 | ATHENS | GA | 30605 | NONE | PC | GENERAL OPERATING | $2,000 | |
| GEORGIA STATE UNIVERSITY FDN | ||||||||
| PO BOX 2668 | ATLANTA | GA | 303012668 | NONE | PC | GENERAL OPERATING | $2,000 | |
| GLOBAL GROWERS NETWORK INC | ||||||||
| 500 S COLUMBIA DR | DECATUR | GA | 300304112 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HAWKTALK INC | ||||||||
| 6730 UNION HILL RD | CANTON | GA | 30115 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HILLSIDE INC | ||||||||
| 690 COURTENAY DR NE | ATLANTA | GA | 30306 | NONE | PC | GENERAL OPERATING | $2,000 | |
| LAAMISTAD AFTERSCHOOL | ||||||||
| 3434 ROSWELL ROAD | ATLANTA | GA | 30305 | NONE | PC | GENERAL OPERATING | $3,000 | |
| LIFECYCLE BLDG CENTER INC | ||||||||
| PO BOX 570244 | ATLANTA | GA | 30357 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MURPHY-HARPST CHILDREN'S CENTERS INC | ||||||||
| 740 FLETCHER STREET | CEDARTOWN | GA | 30125 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NEW LIFE TECHNOLOGY GROUP INC | ||||||||
| 1000 UNION CENTER DR | ALPHARETTA | GA | 30004 | NONE | PC | GENERAL OPERATING | $2,000 | |
| OUR HOUSE | ||||||||
| 173 BOULEVARD NE | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $3,000 | |
| PRESENCIA | ||||||||
| 1294 N DRUID HILLS RD NE | BROOKHAVEN | GA | 30319 | NONE | PC | GENERAL OPERATING | $3,000 | |
| QUEEN ACADEMY | ||||||||
| 106 WESTERIA WAY | JACKSON | GA | 30233 | NONE | PC | GENERAL OPERATING | $3,840 | |
| RESTORATION ATL MISSION INC | ||||||||
| 2836 SPRINGDALE RD SW | ATLANTA | GA | 30315 | NONE | PC | GENERAL OPERATING | $2,000 | |
| SOCCER IN THE STREETS INC | ||||||||
| 130 BOULEVARD NE STE 1 | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SYNCHRONICITY THEATRE | ||||||||
| 1545 PEACHTREE ST NW 102 | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $3,000 | |
| THE ADAPTIVE LEARNING CENTER | ||||||||
| 125 TOWNPARK DR STE 300 | KENNESAW | GA | 30144 | NONE | PC | GENERAL OPERATING | $3,000 | |
| THE ELAINE CLARK CENTER FOR EXCEPTIONAL | ||||||||
| 5130 PEACHTREE BLVD | CHAMBLEE | GA | 30341 | NONE | PC | GENERAL OPERATING | $2,000 | CHILDREN |
| THE GEORGIA CONSERVANCY INC | ||||||||
| 230 PEACHTREE STREET NW SUITE 1250 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $4,000 | |
| THE MUSEUM OF CONTEMPORARY ART OF | ||||||||
| 75 BENNETT ST NW | ATLANTA | GA | 30309 | NONE | PC | GENERAL OPERATING | $2,000 | GEORGIA |
| THE OBJECT GROUP INC | ||||||||
| 1105 EUCLID AVE | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING | $1,800 | |
| THE PICCADILLY PUPPETS COMPANY | ||||||||
| 3920 WIEUCA RD NE | ATLANTA | GA | 30342 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE STUDY HALL | ||||||||
| 551 HARWELL ROAD NW | ATLANTA | GA | 30318 | NONE | PC | GENERAL OPERATING | $5,000 | |
| THE TIMANOUS FOUNDATION | ||||||||
| PO BOX 507 | PORTLAND | ME | 04112 | NONE | PC | GENERAL OPERATING | $2,000 | |
| VAMOS ADELANTE FOUNDATION | ||||||||
| 41 W 655 MAIN STREET RD | ELBURN | IL | 60119 | NONE | PC | GENERAL OPERATING | $9,000 | |
| VOX TEEN COMMUNICATIONS | ||||||||
| 229 PEACHTREE ST NE SUITE 725 | ATLANTA | GA | 30303 | NONE | PC | GENERAL OPERATING | $1,000 | |
| WILDERNESS WORKS INC | ||||||||
| 644 MEMORIAL DRIVE SE | ATLANTA | GA | 30312 | NONE | PC | GENERAL OPERATING | $2,000 | |
| WOMEN'S INTERNATIONAL NETWORK FOR | ||||||||
| 1043 GRAND AVENUE 299 | SAINT PAUL | MN | 55105 | NONE | PC | GENERAL OPERATING | $8,000 | GUATEMALAN SOLUTIONS |
| WYLDE CENTER | ||||||||
| 435 OAKVIEW ROAD | DECATUR | GA | 30030 | NONE | PC | GENERAL OPERATING | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,640 | 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 | $58,571 | 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 | $79,271 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,042 | 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 (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 258620566 DOUBLELINE TOTAL RET | $38,818 | $32,465 |
| 31428Q713 FEDERATED HERMES ULT | $73,350 | $74,819 |
| 46429B267 ISHARES US TREASURY | $125,024 | $119,923 |
| 722005816 PIMCO INVESTMENT GRA | $27,177 | $23,588 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 743315103 PROGRESSIVE CORP | $10,931 | $33,767 |
| 67103H107 O'REILLY AUTOMOTIVE | $7,841 | $26,602 |
| 02209S103 ALTRIA GROUP INC | $25,847 | $23,639 |
| 31428X106 FEDEX CORPORATION | $24,971 | $29,597 |
| 641069406 NESTLE SA SPONSORED | $20,206 | $24,976 |
| 651587107 NEWMARKET CORP | $22,391 | $31,112 |
| 92826C839 VISA INC CL A | $11,169 | $38,011 |
| 17275R102 CISCO SYSTEMS INC | $13,399 | $20,056 |
| 09247X101 BLACKROCK INC | $29,641 | $43,025 |
| 143130102 CARMAX INC | $14,074 | $15,732 |
| 655844108 NORFOLK SOUTHERN COR | $15,442 | $27,184 |
| 92343V104 VERIZON COMMUNICATIO | ||
| 437076102 HOME DEPOT INC | $19,507 | $32,576 |
| 548661107 LOWES COS INC | $8,768 | $18,917 |
| 573284106 MARTIN MARIETTA MATL | $19,267 | $41,908 |
| 02079K107 ALPHABET INC CL C | $20,937 | $54,258 |
| 478160104 JOHNSON & JOHNSON | $19,358 | $20,533 |
| 717081103 PFIZER INC | $15,716 | $11,458 |
| 808513105 CHARLES SCHWAB CORP | $18,683 | $32,749 |
| 882508104 TEXAS INSTRUMENTS IN | $21,692 | $29,490 |
| 009158106 AIR PRODUCTS & CHEMI | $22,337 | $23,821 |
| 037833100 APPLE INC | $17,344 | $64,305 |
| 084670702 BERKSHIRE HATHAWAY I | $24,545 | $56,352 |
| 171340102 CHURCH & DWIGHT INC | $23,645 | $25,626 |
| 337738108 FISERV INC | $24,875 | $31,085 |
| 679580100 OLD DOMINION FREIGHT | $16,127 | $27,968 |
| 855244109 STARBUCKS CORP | $26,579 | $28,515 |
| 012653101 ALBEMARLE CORP | $25,549 | $17,916 |
| 166764100 CHEVRON CORP | $28,476 | $24,910 |
| 760759100 REPUBLIC SERVICES IN | $24,685 | $27,540 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 233203413 DFA US CORE EQUITY 1 | AT COST | $137,221 | $273,531 |
| 78462F103 SPDR S&P 500 ETF TRU | AT COST | $201,826 | $759,545 |
| 922908868 VANGUARD GROWTH INDE | AT COST | $147,883 | $312,225 |
| 277902235 EATON VANCE ATLANTA | AT COST | $130,140 | $194,670 |
| 862121100 STORE CAPITAL CORP | |||
| 46432F842 ISHARES CORE MSCI EA | AT COST | $150,301 | $183,473 |
| 46653M849 JOHCM INTERNATIONAL | |||
| 85918D657 STERLING CAPITAL EQU | AT COST | $264,085 | $255,116 |
| 412295107 HARDING LOEVNER INTL | AT COST | $113,300 | $116,441 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTIONS POSTED IN 2024 | $4,540 |
| ADJUSTMENT TO INCOME | $2 |
| ROUNDING | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF PRIOR YEAR GRANTS | $16,500 |
| 2022 TRANSACTIONS POSTED IN 2023 | $4,046 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $2,868 | Amt |
| Net Investment Income | $2,868 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $250 | $250 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $554 | $554 | $0 |
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