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BARBARA A STIEFEL FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BARBARA A STIEFEL FOUNDATION INC (EIN 27-0878154)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-03-15
IRS object ID
202300749349100430
Schema version
2021v4.2
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)
Return2023-03-15T14:54:07-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERKOWITZ POLLACK BRANTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 S BISCAYNE BLVD 7th FLAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270878154EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Barbara A Stiefel Foundation IncBusinessNameLine1Txt
Business Name Line2c/o Berkowitz Pollack BrantBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% ADAM COHEN CPAInCareOfNm
Business Name ControlBARBBusinessNameControlTxt
Phone3053799164PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 S Biscayne Blvd 7th FloorAddressLine1Txt
CityMiamiCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA STIEFELPersonNm
Person TitleSecretaryPersonTitleTxt
Phone3053799164PhoneNum
Signature2022-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastSTIEFELPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAdam Cohen CPAPreparerPersonNm
PTINP00541985PTIN
Phone3053797000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$31,199FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$235,102ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$235,102TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$20,102AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,051AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,051AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$345OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$173OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$173OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,447TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,224TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,224TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$315,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$315,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$335,947TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,224TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$325,724TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$100,845ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$132,038CashBOYAmt
Cash EOY$31,199CashEOYAmt
Cash EOYFMV$31,199CashEOYFMVAmt
Corporate Stock BOY$6CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Total Assets BOY$132,044TotalAssetsBOYAmt
Total Assets EOY$31,199TotalAssetsEOYAmt
Total Assets EOYFMV$31,199TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$132,044NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$31,199NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$132,044TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,199TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$132,044TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,199TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$132,044TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$100,845ExcessRevenueOverExpensesAmt
Subtotal$31,199SubtotalAmt
Tot Net Ast Or Fund Balances EOY$31,199TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
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 Line1ADAM COHEN CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3053797000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O BPB 200 S BISCAYNE BLVD 7THAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
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 OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Barbara A Stiefel
200 S Biscayne Blvd 7th FloorMiamiFL33131President/Treasurer/Director2.5$0$0$0
Christine E Stiefel
200 S Biscayne Blvd 7th FloorMiamiFL33131Vice President/Director1.25$0$0$0
Erik Schmollinger
200 S Biscayne Blvd 7th FloorMiamiFL33131Secretary/Director1.25$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$127,604AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$127,604TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$127,604AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,914CashDeemedCharitableAmt
Net Vl Noncharitable Assets$125,690NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,285MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,285MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$6,285DistributableBeforeAdjAmt
Distributable Before Ded$6,285DistributableBeforeDedAmt
Distributable As Adjusted$6,285DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$325,724ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$325,724QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,285DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$833,356ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$873,566ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,895ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,939ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$77,234ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,826,990TotalExcessDistributionCyovAmt
Qualifying Distributions$325,724QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$6,285AppliedToCurrentYearAmt
Remaining Distri From Corpus$319,439RemainingDistriFromCorpusAmt
Total Corpus$2,146,429TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$833,356ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,313,073ExcessDistriCyovToNextYrAmt
Excess From Year4$873,566ExcessFromYear4Amt
Excess From Year3$38,895ExcessFromYear3Amt
Excess From Year2$3,939ExcessFromYear2Amt
Excess From Year1$77,234ExcessFromYear1Amt
Excess From Current Year$319,439ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBARBARA A STIEFELContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
Fistula Foundation
1700 THE ALAMEDA SUITE 300SAN JOSECA95126NonePCDonation$500
Leukemia & Lymphoma Society
3 International Drive Suite 200Rye BrookNY10573NonePCDonation$5,000
African Wildlife Foundation
1100 New Jersey Ave Suite 900WashingtonDC20003NonePCDonation$5,000
NRDC
40 West 20th Street 11th FloorNew YorkNY10011NonePCDonation$5,000
Women Emergency Network
PO Box 566392MiamiFL33256NonePCDonation$5,000
Columbia University
630 W 168th StreetNew YorkNY10032NonePCDonation$25,000
Feeding America
2501 SW 32rd TerracePembroke ParkFL33023NonePCDonation$10,000
World Wildlife Fund
1250 24th Street NWWashingtonDC20037NonePCDonation$5,000
American Humanist Association
1821 Jefferson Place NWWashingtonDC20036NonePCDonation$5,000
Solid Africa
NoneNCGRANT WILL USED TO PROVIDE FUNDS FOR THE INSTALLATION OF A WATER FILTRATION SYSTEM AND TO HELP EDUCATE AND CREATE BEHAVIORAL CHANGES AMONG PATIENTS, CARE GIVERS AND HOSPITAL PERSONNEL IN RELATION TO CLEAN WATER IN RWANDA, AFRICA. EXPENDITURE RESPONSIBILITY UNDERTAKEN - SEE ATTACHED STATEMENT PURSUANT TO IRC 53.4945-5(D)(2)$40,000BOP 1053KigaliRW
1000 Friends of Florida
308 N Monroe StreetTallahasseeFL32301NonePCDonation$25,000
New Venture Fund
1201 Connecticut Ave NW Suite 300WashingtonDC20036NonePCDonation$25,000
The Barack Obama Foundation
5235 S Harper Ct Suite 1140ChicagoIL60615NonePCDonation$150,000
Voto Latino
PO Box 35608WashingtonDC20033NonePCDonation$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$315,500TotalGrantOrContriPdDurYrAmt

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 DtlDividendsAndInterestFromSecDtl
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BARBARA A STIEFEL
1200 S Biscayne Blvd Sixth FloorMiamiFL33131$20,102Yes (X)
1947 Holdings LTD
2PO Box 141128Coral GablesFL33114$215,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$20,102Amt
Net Investment Income$10,051NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,051DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMESStockNm
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$345RevenueAndExpensesPerBooksAmt
Net Investment Income$173NetInvestmentIncomeAmt
Disbursements Charitable Prps$173DisbursementsCharitablePrpsAmt

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