The Kirk Family Foundation: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
The Kirk Family Foundation (EIN 52-2358200)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202423209349105047
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)
Return2024-11-15T13:20:06-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110200 Grand Central Ave Suite 320AddressLine1Txt
CityOwings MillsCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522358200EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Kirk Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE ORGANIZATIONInCareOfNm
Business Name ControlKIRKBusinessNameControlTxt
Phone4103632300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 477AddressLine1Txt
CityEllicott CityCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210410477ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonald H Kirk JRPersonNm
Person TitleOfficerPersonTitleTxt
Phone4103632300PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBrian J RayPreparerPersonNm
PTINP01278507PTIN
Phone4103633200PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$908,981FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$553,595ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$22,539DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,539DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$100,747NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$439,638GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$110,775CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,520OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,520OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$678,401TotalRevAndExpnssAmt
Total Net Invst Incm$134,834TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,574OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,574OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$221TaxesRevAndExpnssAmt
Taxes Net Invst Incm$221TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,295TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,795TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$387,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$387,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$396,295TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,795TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$391,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$282,106ExcessRevenueOverExpensesAmt
Net Investment Income$130,039NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$154,375SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,327SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,327SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$350,882USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$350,882USGovtObligationsEOYFMVAmt
Corporate Stock BOY$93,296CorporateStockBOYAmt
Corporate Stock EOY$115,913CorporateStockEOYAmt
Corporate Stock EOYFMV$115,913CorporateStockEOYFMVAmt
Corporate Bonds BOY$66,811CorporateBondsBOYAmt
Corporate Bonds EOY$35,522CorporateBondsEOYAmt
Corporate Bonds EOYFMV$35,522CorporateBondsEOYFMVAmt
Other Investments BOY$347,154OtherInvestmentsBOYAmt
Other Investments EOY$390,337OtherInvestmentsEOYAmt
Other Investments EOYFMV$390,337OtherInvestmentsEOYFMVAmt
Total Assets BOY$661,636TotalAssetsBOYAmt
Total Assets EOY$908,981TotalAssetsEOYAmt
Total Assets EOYFMV$908,981TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$661,636NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$908,981NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$661,636TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$908,981TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$661,636TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$908,981TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$661,636TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$282,106ExcessRevenueOverExpensesAmt
Subtotal$943,742SubtotalAmt
Other Decreases$34,761OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$908,981TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$438,129$328,863$109,266$109,266
CAPITAL GAIN DIVIDENDS$1,509P
FieldValueIRS element (for citing)
Capital Gain Net Income$110,775CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,808InvestmentIncomeExciseTaxAmt
Subtotal$1,808SubtotalAmt
Tax Based On Investment Income$1,808TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,579EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$8,579TotalPaymentsAndCreditsAmt
Overpayment$6,771OverpaymentAmt
Applied To ES Tax$6,771AppliedToESTaxAmt

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 StateMDOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4103632300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110227 S DOLFIELD ROADAddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD H KIRK JR
PO BOX 477Ellicott CityMD21042PRESIDENT & TREASURER5.0$0$0$0
Patricia M Kirk
PO BOX 477Ellicott CityMD21042Vice President & Secretary5.0$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$704,489AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,335AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$751,824TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$751,824AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,277CashDeemedCharitableAmt
Net Vl Noncharitable Assets$740,547NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,027MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,027MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,808TaxBasedOnInvestmentIncomeAmt
Total Tax$1,808TotalTaxAmt
Distributable Before Adj$35,219DistributableBeforeAdjAmt
Distributable Before Ded$35,219DistributableBeforeDedAmt
Distributable As Adjusted$35,219DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$391,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$391,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,219DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$353,907ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$306,519ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$293,880ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$310,596ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$368,357ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,633,259TotalExcessDistributionCyovAmt
Qualifying Distributions$391,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$35,219AppliedToCurrentYearAmt
Remaining Distri From Corpus$356,281RemainingDistriFromCorpusAmt
Total Corpus$1,989,540TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$353,907ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,635,633ExcessDistriCyovToNextYrAmt
Excess From Year4$306,519ExcessFromYear4Amt
Excess From Year3$293,880ExcessFromYear3Amt
Excess From Year2$310,596ExcessFromYear2Amt
Excess From Year1$368,357ExcessFromYear1Amt
Excess From Current Year$356,281ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD H KIRK JRContributingManagerNm
Contributing ManagerPATRICIA M KIRKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JOHNS HOPKINS KIMMEL CANCER
401 NORTH BROADWAYBALTIMOREMD21287NONEPCTO PROVIDE SUPPORT FOR THE KIMMEL CANCER CENTER PEDIATRIC ONCOLOGY RESEARCH$200,000
THE FAMILY TREE INC
2108 N CHARLES STREETBALTIMOREMD21218NONEPCTO STRENGTHEN FAMILIES AND PREVENT CHILD ABUSE AND NEGLECT IN MARYLAND$100,000
Mercy Health Foundation
345 Saint Paul PlaceBaltimoreMD21202NONEPCThe Mercy Health Foundation was established to manage gifts to Mercy and Stella Maris in support of making a positive impact on the lives of our patients, their families and the greater Baltimore community.$5,000
UEMPOWER OF MD
760 RITCHIE HWYSEVERNA PARKMD21146NONEGENERAL DONATION$70,000
Ulman Foundation
2118 E Madison StreetBaltimoreMD21205NONEGENERAL SUPPORT$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$387,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,539ExclusionAmt
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$100,747ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion41ExclusionCd
Exclusion$1,520ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$124,806ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$124,806TotalIncomeProducingActyAmt

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

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 PersonDonald H Kirk JrContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13745 Dorsey Search CircleAddressLine1Txt
CityEllicott CityCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21042ZIPCd
FieldValueIRS element (for citing)
Total Contributions$553,595TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1297 SHARES OF DUKE ENERGY CORP$31,1022023-01-18
1304 SHARES OF JP MORGAN JPM$42,5342023-01-18
1244 SHARES OF PROCTER & GAMBLE$36,8422023-01-18
1326 SHARES OF VISA INC CLASS A$72,8132023-01-18
1300 SHARES OF ISHARES CORE S&P 500$120,3042023-01-18

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,500DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$34,761Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$1,520RevenueAndExpensesPerBooksAmt
Net Investment Income$1,520NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$4,574Amt
Net Investment Income$4,574NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$221Amt
Net Investment Income$221NetInvestmentIncomeAmt

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