BETA

HARRIS FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HARRIS FAMILY FOUNDATION INC (EIN 20-8114369)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-10
IRS object ID
202311309349103426
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)
Return2023-05-10T13:47:06-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561965804PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS JUDY & TUCKER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14700 FALLS OF NEUSE ROADAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208114369EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HARRIS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHARRBusinessNameControlTxt
Phone9198333609PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1608 GASTON STREETAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWORTH HARRISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9198333609PhoneNum
Signature2023-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWORTHPersonFirstNm
Person LastHARRISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS R CRAWFORD JR CPAPreparerPersonNm
PTINP01281219PTIN
Phone9195717055PhoneNum
Preparation2023-05-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$2,290,187FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,005,254ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,703DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,703DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,431NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$118,885GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,431CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,081,392TotalRevAndExpnssAmt
Total Net Invst Incm$76,138TotalNetInvstIncmAmt
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$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,242TaxesRevAndExpnssAmt
Taxes Net Invst Incm$490TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,242TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$990TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,490ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,490ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,732TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$990TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,990TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,025,660ExcessRevenueOverExpensesAmt
Net Investment Income$75,148NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$61,163CashBOYAmt
Cash EOY$5,925CashEOYAmt
Cash EOYFMV$5,925CashEOYFMVAmt
Other Investments BOY$1,020,845OtherInvestmentsBOYAmt
Other Investments EOY$1,429,569OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,284,262OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,082,008TotalAssetsBOYAmt
Total Assets EOY$1,435,494TotalAssetsEOYAmt
Total Assets EOYFMV$2,290,187TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,082,008NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,435,494NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,082,008TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,435,494TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,082,008TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,435,494TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,082,008TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,025,660ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,107,668SubtotalAmt
Other Decreases$672,174OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,435,494TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
AS REPORTED BY RAYMOND JAMES2022-06-302022-12-29$94,952$73,454$21,498$21,498
CAPITAL GAINS DIVIDENDS$23,933$23,933$23,933P
FieldValueIRS element (for citing)
Capital Gain Net Income$45,431CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,045InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,045SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,045TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,720EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$675OverpaymentAmt
Applied To ES Tax$675AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
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 BooksTHOMAS JUDY TUCKER PAIndividualWithBooksNm
Phone9195717055PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14700 FALLS OF NEUSE RD STE 400AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
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 Holdings0BusinessHoldingsInd
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
WORTH HARRIS
608 GASTON STREETRALEIGHNC27603PRESIDENT0.00$0$0$0
ANN HARRIS
608 GASTON STREETRALEIGHNC27603SECRETARY/TREASURER0.00$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$1,069,515AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,822AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,087,337TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,087,337AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,310CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,071,027NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,551MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,551MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,045TaxBasedOnInvestmentIncomeAmt
Total Tax$1,045TotalTaxAmt
Distributable Before Adj$52,506DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$52,506DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$52,506DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,990ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$51,990QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,506DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$36,222ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,976ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$72,287ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$127,485TotalExcessDistributionCyovAmt
Qualifying Distributions$51,990QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,990AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$516ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$516ExcessDistributionCyovAppCYAmt
Total Corpus$126,969TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$35,706ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$91,263ExcessDistriCyovToNextYrAmt
Excess From Year4$18,976ExcessFromYear4Amt
Excess From Year1$72,287ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEAUFORT EMS
PO BOX 950BEAUFORTNC28516NONEPUBLICGENERAL SUPPORT$100
HAVEN HOUSE
600 W CABARRUS STRALEIGHNC27603NONEPUBLICGENERAL SUPPORT$500
HELPING HAND MISSION
336 WILMINGTON STREETRALEIGHNC27603NONEPUBLICPROVIDE FOOD, CLOTHING, RELIEF AND SUPPORT TO FAMILI$240
HOPE REINS
8420 WAKE FOREST HWYRALEIGHNC27613NONEPCGENERAL SUPPORT$300
LOAVES AND FISHES
1950 NEW BERN AVENUERALEIGHNC27610NONEPUBLICPROVIDE AFTER-SCHOOL PROGRAMS FOR AT-RISK STUDENTS$100
NATIONAL MS SOCIETY
3101 INDUSTRIAL DR SUITE 210RALEIGHNC27609NONEPCGENERAL SUPPORT$250
SALVATION ARMY
215 S PERSON STREETRALEIGHNC27603NONEPCGENERAL SUPPORT$10,000
SHAREFISH
3517 LUBBOCK DRRALEIGHNC27612NONEPCGENERAL SUPPORT$5,000
ST JUDES
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCGENERAL SUPPORT$5,000
YMCA
801 CORPORATE CENTER DR SUITE 200RALEIGHNC27607NONEPCGENERAL SUPPORT$10,000
UNC HEALTH FOUNDATION
123 W FRANKLIN ST STE 510CHAPEL HILLNC27516NONEPUBLICGENERAL SUPPORT$10,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
GRAND CENTRAL STATION PO BOX 4777NEW YORKNY10163NONEPUBLICGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,490TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,703ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,431ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76,138ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,138TotalIncomeProducingActyAmt

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

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1LARRY HARRISBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18744 CYPRESS CLUB DRAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27615ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,005,254TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CAPITAL INCOME BUILDER FUND CLASS AAT COST$173,647$200,047
CAPITAL WORLD GROWTH & INCOME FUNDAT COST$284,325$348,500
EUROPACIFIC GROWTH FUNDAT COST$33,645$32,309
GROWTH FUND OF AMERICAAT COST$73,248$86,662
FUNDAMENTAL INVESTORS FUND CL A - AMERICAN FDSAT COST$225,677$281,413
INCOME FUND OF AMERICA CLASS AAT COST$283,826$333,379
AGREE RLTY CORPORATION REITAT COST$53,800$200,945
AMERICAN TOWER CORPORATION NEW REITAT COST$29,811$100,210
CROWN CASTLE INCORPORATED REITAT COST$81,787$101,323
CUBESMART REITAT COST$23,042$101,108
IRON MTN INCORPORATED DEL REITAT COST$59,702$97,706
NATIONAL RETAIL PROPERTIES INCORPORATED REITAT COST$29,598$101,175
REALTY INCOME CORPORATION REITAT COST$40,457$249,343
STORE CAP CORPORATION REITAT COST$37,004$50,142

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS AND LOSSESDesc
Amt$672,174Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$490$490$0
FEDERAL TAX$2,752$0$0

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