FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FAMILY CHARITABLE FOUNDATION (EIN 46-4401085)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202511299349101841
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T13:33:47-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550589014 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Herndon Morton Herndon Yaeger | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 Edgington Lane | AddressLine1Txt |
| City | Wheeling | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464401085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Thomas L Tuttle | InCareOfNm |
| Business Name Control | FAMI | BusinessNameControlTxt |
| Phone | 3042809342 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Hamilton Avenue | AddressLine1Txt |
| City | Wheeling | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS L TUTTLE | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3042809342 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | false | 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 | CHAD J SHEPHERD | PreparerPersonNm |
| PTIN | P01041749 | PTIN |
| Phone | 3042422300 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $287,482 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,795 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,795 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,951 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,951 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70 | GrossSalesPriceAmt |
| Total Rev And Expnss | $5,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,746 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,081 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,081 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $2,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,081 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,922 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,922 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,003 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,746 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,046 | CashBOYAmt |
| Cash EOY | $12,086 | CashEOYAmt |
| Cash EOYFMV | $12,086 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,642 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,642 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $86,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $86,066 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $224,754 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $155,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $287,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $155,058 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $148,794 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $155,058 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $155,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $148,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $155,058 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,264 | ExcessRevenueOverExpensesAmt |
| Subtotal | $148,794 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $148,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GE Vernova Cash in lieu | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-02-08 | AcquiredDt |
| Sold | 2024-04-02 | SoldDt |
| Gross Sales Price | $70 | GrossSalesPriceAmt |
| Cost Or Other Basis | $77 | CostOrOtherBasisAmt |
| Gain Or Loss | -$7 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$7 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $80 | TaxDueAmt |
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 | WV | 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 |
| Individual With Books | The Foundation | IndividualWithBooksNm |
| Phone | 3042809342 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Hamilton Avenue | AddressLine1Txt |
| City | Wheeling | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Thomas L Tuttle | ||||||||
| 20 Hamilton Avenue | Wheeling | WV | 26003 | Trustee | 0.50 | $0 | $0 | $0 |
| Karen Tuttle | ||||||||
| 20 Hamilton Avenue | Wheeling | WV | 26003 | Trustee | 0.30 | $0 | $0 | $0 |
| Lutz Albrecht | ||||||||
| 520 Dixons Run Rd | Triadelphia | WV | 26059 | Trustee | 0.30 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $206,785 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $277,268 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $277,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $273,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80 | TotalTaxAmt |
| Distributable Before Adj | $13,575 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,575 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,575 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,003 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,003 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,828 | UndistributedIncomePYAmt |
| Qualifying Distributions | $12,003 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,828 | AppliedToYear1Amt |
| Applied To Prior Years | $12,178 | AppliedToPriorYearsAmt |
| Undistributed Income CY | $13,575 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Thomas L Tuttle | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Hamilton Avenue | AddressLine1Txt |
| City | Wheeling | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3042324350 | RecipientPhoneNum |
| Form And Info And Materials | Applicants shoud contact Thomas L. Tuttle at 20 Hamilton Avenue, Wheeling, WV 26003 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | All distributions shall be made for the accomplishment of charitable, religious, scientific, literary or educational purposes in any areas of the US; however, preference shall be afforded to qualifying organizations and uses located WV and which provide assistance to the elderly and disabled. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Wheeling Race Boat Regatta | ||||||
| 1200 Water Street | Wheeling | WV | 26003 | NA | General Purposes | $500 |
| Bellaire High School | ||||||
| 349 35th St | Bellaire | OH | 43906 | NA | General Purposes | $2,125 |
| Mario Lemieux Foundation | ||||||
| Two Chatham Center | Pittsburgh | PA | 15219 | NA | General Purposes | $3,066 |
| World of Good Foundation | ||||||
| PO Box 2234 | Uniontown | PA | 15401 | NA | General Purposes | $500 |
| Augusta Levy | ||||||
| 210 Anthoni Ave Ste 300 | Wheeling | WV | 26003 | NA | General Purposes | $100 |
| Russell Nesbitt | ||||||
| 431 Fulton St | Wheeling | WV | 26003 | NA | General Purposes | $250 |
| Easter Seals | ||||||
| 1305 National Road | Wheeling | WV | 26003 | NA | General Purposes | $1,000 |
| Samaritans Purse | ||||||
| 7100 Forest Point Blvd | Charlotte | NC | 28217 | NA | Gernal Purposes | $1,001 |
| Special Olympics | ||||||
| 300 Cedar Ridge Drive Ste 320 | Pittsburgh | PA | 15205 | NA | General Olympics | $1,000 |
| Challenged Athletes West Virginia | ||||||
| 10 Snowshoe Drive | Snowshoe | WV | 26209 | NA | General Purposes | $380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,922 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,795 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,951 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,739 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,739 | TotalIncomeProducingActyAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HMHY | $2,009 | $0 | $0 | $2,009 |
| Wesbanco Fees | $72 | $0 | $0 | $72 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 30 SHS AT&T INC | $751 | $683 |
| 20 SHS ABBVIE INC | $1,211 | $3,554 |
| 200 SHS ALPHABET INC | $7,807 | $38,088 |
| 100 SHS AMAZON COM INC | $4,116 | $21,939 |
| 25 SHS AMERICAN EXPRESS CO | $1,356 | $7,420 |
| 10 SHS AMGEN INCORPORTED | $1,529 | $2,606 |
| 40 SHS APACHE CORP | $1,578 | $924 |
| 100 SHS APPLE INC | $3,334 | $25,042 |
| 10 SHS BOEING CO | $1,184 | $1,770 |
| 20 SHS BIRSTOL-MYERS SQUIBB | $1,185 | $1,131 |
| 20 SHS CARDINAL HEALTH INC | $1,640 | $2,365 |
| 15 SHS CARRIER GLOBAL | $250 | $1,024 |
| 15 SHS CATERPILLAR INC | $1,090 | $5,441 |
| 20 SHS CHEVRON CORP | $1,765 | $2,897 |
| 15 SHS CONSTELLATION BRAND | $2,284 | $3,315 |
| 8 SHS CORTEVA INC | $179 | $456 |
| 8 SHS DOW INC | $350 | $321 |
| 8 SHS DOW DUPONT | $513 | $610 |
| 15 SHS EXXON MOBIL CORP | $1,090 | $1,614 |
| 10 SHS FEDEX CORP | $1,508 | $2,813 |
| 75 SHS FIFTH THIRD BANCORP | $1,496 | $3,171 |
| 50 SHS FREEPORT MCMORAN INC | $567 | $1,904 |
| 6 SHS GENERAL ELECTRIC CO | $885 | $1,001 |
| 20 SHS GILEAD SCIENCES INC | $1,739 | $1,847 |
| 10 SHS HOME DEPOT INC | $1,152 | $3,890 |
| 10 SHS IBM CORP | $1,489 | $2,198 |
| 30 SHS INTEL CORP | $1,132 | $602 |
| 15 SHS INVESCO SP MIDCAP400 | $1,682 | $3,631 |
| 30 SHS ISHARES S&P MIDCAP | $1,676 | $3,749 |
| 55 SHS ISHARES CORE S&P SMALL | $3,704 | $6,337 |
| 15 SHS JOHNSON&JOHNSON | $1,526 | $2,169 |
| 25 SHS JPMORGAN CHASE | $1,464 | $5,993 |
| 2 SHS KYNDRYL HLDS INC | $65 | $69 |
| 50 SHS MASCO CORP | $1,363 | $3,629 |
| 20 SHS MICROSFT CORP | $1,156 | $8,430 |
| 25 SHS ORACLE | $1,075 | $4,166 |
| 7 SHS OTIS WORLDWIDE | $327 | $648 |
| 20 SHS PAYCHEX INC | $915 | $2,804 |
| 20 SHS PEPSICO INCORPORATED | $1,999 | $3,041 |
| 10 SHS PPG INDUSTRIES INC | $935 | $1,195 |
| 15 SHS RAYTHEON | $738 | $1,736 |
| 15 SHS SCHLUMBERGER LTD | $1,095 | $575 |
| 20 SHS SIMON PPTY GROUP | $3,954 | $3,444 |
| 50 SHS TECHNOLOGY SELECT SECTO | $2,992 | $11,626 |
| 50 SHS TJX COMPANIES INC | $1,826 | $6,041 |
| 20 SHS VERIZON COMMUNICATIONS | $1,013 | $800 |
| 20 SHS VISA INC | $1,444 | $6,321 |
| 35 SHS WALGREENS BOOTS | $2,753 | $327 |
| 20 SHS WALT DISNEY CO | $1,959 | $2,227 |
| 30 SHS WELLS FARGO & CO | $1,506 | $2,107 |
| 160 SHS WEYERHAUESER CO | $5,044 | $4,504 |
| 7 SHS WARNER BROS DISCOVER | $227 | $74 |
| 2 SHS GE HEALTHCARE TECH | $294 | $156 |
| 1 SHS GE VERNOVA INC | $154 | $329 |
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