BETA

ARMAT FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ARMAT FOUNDATION INC (EIN 56-2045002)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-09
IRS object ID
202501299349103230
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)
Return2025-05-09T16:43:58-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN582487348PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1APRIO ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1707AddressLine1Txt
CityMOUNT AIRYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27030ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562045002EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARMAT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARMABusinessNameControlTxt
Phone3367864512PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11234 GREENHILL ROADAddressLine1Txt
CityMOUNT AIRYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27030ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBETTY WRIGHTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3367864512PhoneNum
Signature2025-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD CHAD STAFFORD CPAPreparerPersonNm
PTINP01346852PTIN
Phone3367898989PhoneNum
Preparation2025-05-01PreparationDt
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$3,782,691FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$394InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$394InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$108,268DividendsRevAndExpnssAmt
Dividends Net Invst Incm$108,268DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,606NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,909GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,606CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$113,268TotalRevAndExpnssAmt
Total Net Invst Incm$113,268TotalNetInvstIncmAmt
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$3,375AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,688AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,687AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,277OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,277OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$458TaxesRevAndExpnssAmt
Taxes Net Invst Incm$458TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,110TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,423TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,687TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$107,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$107,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,010TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,423TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$109,587TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$742ExcessRevenueOverExpensesAmt
Net Investment Income$108,845NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$131,716CashBOYAmt
Cash EOY$42,961CashEOYAmt
Cash EOYFMV$42,961CashEOYFMVAmt
Acct Rcvbl$90AcctRcvblAmt
Acct Rcvbl BOY$103AcctRcvblBOYAmt
Acct Rcvbl EOY$90AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$90AcctRcvblEOYFMVAmt
Prepaid Expenses EOY$2,000PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,000PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,272,292CorporateStockBOYAmt
Corporate Stock EOY$1,358,318CorporateStockEOYAmt
Corporate Stock EOYFMV$3,737,640CorporateStockEOYFMVAmt
Total Assets BOY$1,404,111TotalAssetsBOYAmt
Total Assets EOY$1,403,369TotalAssetsEOYAmt
Total Assets EOYFMV$3,782,691TotalAssetsEOYFMVAmt
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$1,404,111RetainedEarningBOYAmt
Retained Earning EOY$1,403,369RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,404,111TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,403,369TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,404,111TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,403,369TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,404,111TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$742ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,403,369SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,403,369TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RTX CORPORATION2024-01-08$16,909$12,466$4,443$4,443
YORKTOWN MULTI-SECTOR BOND FUND2024-10-18$8,000$7,837$163$163
FieldValueIRS element (for citing)
Capital Gain Net Income$4,606CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,513InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,513SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,513TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$15EsPenaltyAmt
Overpayment$472OverpaymentAmt
Applied To ES Tax$472AppliedToESTaxAmt
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
Org Report Or Register StateNCOrgReportOrRegisterStateCd
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 BooksBETTY WRIGHTIndividualWithBooksNm
Phone3367864512PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11234 GREENHILL ROADAddressLine1Txt
CityMOUNT AIRYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP270309474ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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
BETTY WRIGHT
1234 GREENHILL ROADMOUNT AIRYNC270309474PRESIDENT, SECRETARY1.00$0$0$0
TAMRA WRIGHT THOMAS
1234 GREENHILL ROADMOUNT AIRYNC270309474ASST. SEC.1.00$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$3,485,067AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$106,246AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$684FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,591,997TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,591,997AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53,880CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,538,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$176,906MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$176,906MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,513TaxBasedOnInvestmentIncomeAmt
Total Tax$1,513TotalTaxAmt
Distributable Before Adj$175,393DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$175,393DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$175,393DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,587ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$109,587QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$175,393DistributableAsAdjustedAmt
Undistributed Income PY$103,578UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$109,587QualifyingDistributionsAmt
Applied To Year1$103,578AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,009AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$169,384UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBETTY WRIGHTContributingManagerNm
Contributing ManagerTAMRA WRIGHT THOMASContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SURRY ARTS COUNCIL
218 ROCKFORD STREETMOUNT AIRYNC27030PCUNRESTRICTED$1,000
MCCALLIE SCHOOL
500 DODDS AVECHATTANOOGATN37404PCRONNIE THOMAS SCHOLARSHIP/PAT WOOLSEY PLAQUE$51,000
MOUNT AIRY MUSEUM OF REGIONAL HISTORY
301 NORTH MAIN STREETMOUNT AIRYNC27030PCUNRESTRICTED$500
MOUNT AIRY RESTORATION FOUNDATION
301 MOORE AVENUEMOUNT AIRYNC27030PCUNRESTRICTED$5,300
SURRY COMMUNITY COLLEGE
630 SOUTH MAIN STREETDOBSONNC27017PCUNRESTRICTED$50,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$107,900TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$394ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$108,268ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,606ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$113,268ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,268TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,375Amt
Net Investment Income$1,688NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,687DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$8,884$26,300
AMGEN INC$14,067$22,415
APPLE INC$13,141$127,213
CARRIER GLOBAL CORPORATION (CARR)$1,055$3,823
DODGE & COX INCOME FUND N/L (DODIX)$55,193$52,103
EXXON MOBIL CORP$15,605$21,729
GENERAL DYNAMICS CORP$2,714$3,425
LORD ABBETT FLOATING RATE FD CL F$15,159$13,889
MARTIN MARIETTA MATERIALS$6,956$17,045
OTIS WORLDWIDE$1,475$2,593
PFIZER INC$9,197$8,543
REGIONS FINANCIAL CORP$10,410$18,604
SURREY BANCORP$1,103,778$3,320,249
VERIZON COMMUNICATIONS$7,683$6,158
VIATRIS INCORPORATED (VTRS)$495$486
EATON VANCE LIMITED DURATION INCOM (EVV)$15,343$15,710
YORKTOWN MULTI-SECTOR BOND FUND$77,163$77,355

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$2,277Amt
Net Investment Income$2,277NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2023 EXCISE TAXCategoryTxt
Amt$458Amt
Net Investment Income$458NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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