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BURKE FAM FOUNDATION 040200: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BURKE FAM FOUNDATION 040200 (EIN 25-6699573)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-08
IRS object ID
202412219349100016
Schema version
2023v5.1
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)
Return2024-08-08T10:24:50-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS MAZARS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1135 WEST 50TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100200002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256699573EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURKE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBURKBusinessNameControlTxt
Phone2126647000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1667AddressLine1Txt
CityENNISCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59729ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGRETCHEN BURKEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2126647000PhoneNum
Signature2024-08-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA OSOFSKYPreparerPersonNm
PTINP00003470PTIN
Phone2128127000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$665,773FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$167,870ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$11,811DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,811DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$138,376NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$156,449GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$138,376CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$318,057TotalRevAndExpnssAmt
Total Net Invst Incm$150,187TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,864AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,432AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,432AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$6,864TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,432TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,432TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$241,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$241,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$248,364TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,432TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$244,932TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$69,693ExcessRevenueOverExpensesAmt
Net Investment Income$146,755NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$15,377CashEOYAmt
Cash EOYFMV$15,377CashEOYFMVAmt
Sav And Temp Cash Invst BOY$738,606SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$650,396SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$650,396SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$738,606TotalAssetsBOYAmt
Total Assets EOY$665,773TotalAssetsEOYAmt
Total Assets EOYFMV$665,773TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$738,606RetainedEarningBOYAmt
Retained Earning EOY$665,773RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$738,606TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$665,773TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$738,606TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$665,773TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$738,606TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$69,693ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$808,299SubtotalAmt
Other Decreases$142,526OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$665,773TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Acquired2017-07-31AcquiredDt
Sold2023-12-31SoldDt
Gross Sales Price$156,449GrossSalesPriceAmt
Cost Or Other Basis$18,073CostOrOtherBasisAmt
Gain Or Loss$138,376GainOrLossAmt
Gains Minus Excess Or Losses$138,376GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$138,376CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,040InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,040SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,040TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$340EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,840TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,800OverpaymentAmt
Applied To ES Tax$1,800AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBURKE FAMILY FOUNDATIONIndividualWithBooksNm
Phone2126647000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1667AddressLine1Txt
CityENNISCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59729ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
STEPHEN B BURKE
PO BOX 1667ENNISMT59729TRUSTEE2.00$0$0$0
GRETCHEN H BURKE
PO BOX 1667ENNISMT59729TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$733,900AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$733,900TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$733,900AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,009CashDeemedCharitableAmt
Net Vl Noncharitable Assets$722,891NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,145MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,145MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,040TaxBasedOnInvestmentIncomeAmt
Total Tax$2,040TotalTaxAmt
Distributable Before Adj$34,105DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$34,105DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$34,105DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$244,932ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$244,932QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,105DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,936,391ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$880,699ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,057,035ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,890,240ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$554,333ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,318,698TotalExcessDistributionCyovAmt
Qualifying Distributions$244,932QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,105AppliedToCurrentYearAmt
Remaining Distri From Corpus$210,827RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$16,529,525TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,936,391ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,593,134ExcessDistriCyovToNextYrAmt
Excess From Year4$880,699ExcessFromYear4Amt
Excess From Year3$11,057,035ExcessFromYear3Amt
Excess From Year2$1,890,240ExcessFromYear2Amt
Excess From Year1$554,333ExcessFromYear1Amt
Excess From Current Year$210,827ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN B BURKEContributingManagerNm
Contributing ManagerGRETCHEN H BURKEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY13346NONE501(C)(3)TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION.$63,000
LOS ANGELES COUNTY MUSEUM OF ART
5905 WISHIRE BLVDLOS ANGELESCA90036NONE501(C)(3)TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION.$5,000
MONTANA LAND RELIANCE
PO BOX 355 324 FULLER AVEHELENAMT59624NONE501(C)(3)TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION.$100,000
MONTANA STATE UNIVERSITY
PO BOX 172750BOZEMANMT59717NONE501(C)(3)TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION.$10,000
SELF HELP ENTERPRISES
8845 W ELOWIN CTVISALIACA93291NONE501(C)(3)TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION.$1,000
YELLOWSTONE CLUB COMMUNITY FOUNDATION
1111 RESEARCH DRIVEBOZEMANMT59718NONE501(C)(3)TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION.$2,500
TINWORKS ART
PO BOX 1265BOZEMANMT59771NONE501(C)(3)TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION.$50,000
WESTERN LANDOWNERS ALLIANCE
PO BOX 27798DENVERCO80227NONE501(C)(3)TO HELP FUND THE OPERATING BUDGET OF THE 501 (C)(3) CHARITABLE ORGANIZATION.$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$241,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,811ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$138,376ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$150,187ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,187TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementNONERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN B & GRETCHEN H BURKEBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1667AddressLine1Txt
CityENNISCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59729ZIPCd
FieldValueIRS element (for citing)
Total Contributions$167,870TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$161,006FairMarketValueAmt
Received2023-12-14ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,864Amt
Net Investment Income$3,432NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,432DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATION/DEPRECIATIONDesc
Amt$142,526Amt

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