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CALKINS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CALKINS FOUNDATION (EIN 46-1493389)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202311299349103936
Schema version
2022v5.0
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)
Return2023-05-09T13:09:42-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461493389EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Calkins FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCALKBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personjoseph calkinPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstjosephPersonFirstNm
Person LastcalkinPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,301,820FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,092InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,092InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,776DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,776DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$101,181NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,661,213GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$101,181CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$139,049TotalRevAndExpnssAmt
Total Net Invst Incm$139,049TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$430LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$430LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$13,914OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,914OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,469TaxesRevAndExpnssAmt
Taxes Net Invst Incm$170TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$16,134OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$16,134OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,947TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,084TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,564TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$133,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$133,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$165,947TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,084TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$149,564TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,898ExcessRevenueOverExpensesAmt
Net Investment Income$124,965NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$65,796SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$421,809SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$421,809SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$219,999USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$220,864USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,970,064CorporateStockBOYAmt
Corporate Stock EOY$1,367,154CorporateStockEOYAmt
Corporate Stock EOYFMV$1,659,147CorporateStockEOYFMVAmt
Total Assets BOY$2,035,860TotalAssetsBOYAmt
Total Assets EOY$2,008,962TotalAssetsEOYAmt
Total Assets EOYFMV$2,301,820TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,035,860RetainedEarningBOYAmt
Retained Earning EOY$2,008,962RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,035,860TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,008,962TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,035,860TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,008,962TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,035,860TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,898ExcessRevenueOverExpensesAmt
Subtotal$2,008,962SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,008,962TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,661,213GrossSalesPriceAmt
Cost Or Other Basis$1,560,032CostOrOtherBasisAmt
Gain Or Loss$101,181GainOrLossAmt
Gains Minus Excess Or Losses$101,181GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$101,181CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,737InvestmentIncomeExciseTaxAmt
Subtotal$1,737SubtotalAmt
Tax Based On Investment Income$1,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$337TaxDueAmt

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 StateVAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Joseph M Calkins
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Sec, Dir1.0$0$0$0
Kara A Calkins
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas, VP1.0$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$2,229,154AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$226,408AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,455,562TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,455,562AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,833CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,418,729NetVlNoncharitableAssetsAmt
Minimum Investment Return$120,936MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$120,936MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,737TaxBasedOnInvestmentIncomeAmt
Total Tax$1,737TotalTaxAmt
Distributable Before Adj$119,199DistributableBeforeAdjAmt
Distributable Before Ded$119,199DistributableBeforeDedAmt
Distributable As Adjusted$119,199DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$149,564ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$149,564QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$119,199DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$86,110ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,648ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$51,894ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$61,014ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$214,666TotalExcessDistributionCyovAmt
Qualifying Distributions$149,564QualifyingDistributionsAmt
Applied To Current Year$119,199AppliedToCurrentYearAmt
Remaining Distri From Corpus$30,365RemainingDistriFromCorpusAmt
Total Corpus$245,031TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$86,110ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$158,921ExcessDistriCyovToNextYrAmt
Excess From Year4$15,648ExcessFromYear4Amt
Excess From Year3$51,894ExcessFromYear3Amt
Excess From Year1$61,014ExcessFromYear1Amt
Excess From Current Year$30,365ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STSCOTTSDALEAZ85260N/APCGeneral & Unrestricted$15,000
CARE NET RESOURCE PREGNANCY
11747 JEFFERSON AVE STE 2DNEWPORT NEWSVA23606N/APCGeneral & Unrestricted$10,000
CARE NET RESOURCE PREGNANCY
11747 JEFFERSON AVE STE 2DNEWPORT NEWSVA23606N/APCCharitable Event$30,000
COASTAL COMMUNITY CHURCH
101 VILLAGE AVEYORKTOWNVA23693N/APCWilliamsburg Campus Project$20,000
FAMILY FOUNDATION
707 EAST FRANKLIN STRICHMONDVA23219N/APCGeneral & Unrestricted$5,000
OYSTER POINT ROTARY FOUNDATION
725 CITY CENTER BLVD STE 200NEWPORT NEWSVA23606N/APCBikes for kids$5,000
PROJECT VERITAS
1214 W BOSTON POST RD NO 148MAMARONECKNY10543N/APCGeneral & Unrestricted$10,000
SEND INTERNATIONAL OF THE UNITED STATES INC
PO BOX 513FARMINGTONMI48332N/APCGeneral & Unrestricted$18,000
TURNING POINT USA INC
4940 EAST BEVERLY RDPHOENIXAZ85044N/APCGeneral & Unrestricted$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$133,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,092ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,776ExclusionAmt
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$101,181ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$139,049ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$139,049TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL A$19,788$28,234
APPLE INC$4,360$24,297
BANK OF AMERICA CORP$22,584$30,437
BROADCOM INC$19,894$48,085
CAMBRIA ETF TR SHAREHOLDER YIE$79,538$77,577
COMCAST CORP$26,072$26,682
CROWN CASTLE INTL$35,346$32,825
CVS CAREMARK CORP$17,003$28,982
FIRST TR VALUE LN DV$85,553$104,125
FIRST TRUST LOW DURATION OPPOR$150,780$137,442
FRANCO NEV CORP$16,087$28,661
GRANDEUR PEAK INTERNATIONAL ST$69,885$67,594
HARTFORD MULTIFACTOR DEVELOPED$113,080$112,175
INTEL CORP$27,807$26,166
INVESCO QQQ TRUST$47,510$122,755
ISHARES GOLD TR$59,155$57,177
JP MORGAN CHASE$20,512$46,935
META PLATFORMS INC$17,817$21,060
MICROSOFT CORP$9,289$50,602
QUALCOMM INC$22,681$31,223
SALESFORCE.COM$30,210$25,855
VANGUARD DIVIDEND APPRECIATION$103,620$140,765
VANGUARD HEALTHCARE INDEX FND$46,463$70,238
VANGUARD S&P 500 ETF$57,936$57,971
VANGUARD SHORT-TERM FEDERAL FD$235,837$224,549
WHEATON PRECIOUS METALS CORP$28,347$36,735

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$219,999USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$220,864USGovtObligationsEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral ConsultationsCategoryTxt
Legal Fees$430LegalFeesAmt
Disbursements Charitable Prps$430DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdministrative FeesDesc
Revenue And Expenses Per Books$16,134RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$16,134DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$13,914Amt
Net Investment Income$13,914NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2022$1,400
990-PF Excise Tax for 2021$899
Foreign Tax Paid$170$170

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