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OWN YOUR FUTURE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
OWN YOUR FUTURE FOUNDATION INC (EIN 84-3835920)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202531339349100308
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

FieldValueIRS element (for citing)
Return2025-05-13T08:25:44-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16 RESEARCH DRIVE 450AddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06484ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN843835920EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE OWN YOUR FUTURE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOWNYBusinessNameControlTxt
Phone2035217324PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line183 BRIDGE STREETAddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06484ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER DOUGLASPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2033302264PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICHOLAS DAPAZPreparerPersonNm
PTINP01587481PTIN
Phone2033665876PhoneNum
Preparation2025-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$559,365FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$46,021ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$248InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$248InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,374DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,374DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,188NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$91,150GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,188CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$96,831TotalRevAndExpnssAmt
Total Net Invst Incm$50,810TotalNetInvstIncmAmt
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$2,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,850AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$126TaxesRevAndExpnssAmt
Taxes Net Invst Incm$126TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$232OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$232OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,208TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$358TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,208TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$358TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$54,623ExcessRevenueOverExpensesAmt
Net Investment Income$50,452NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$157,364SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$52,518SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$52,518SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$35,241USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$35,241USGovtObligationsEOYFMVAmt
Corporate Stock BOY$201,804CorporateStockBOYAmt
Corporate Stock EOY$326,032CorporateStockEOYAmt
Corporate Stock EOYFMV$471,606CorporateStockEOYFMVAmt
Total Assets BOY$359,168TotalAssetsBOYAmt
Total Assets EOY$413,791TotalAssetsEOYAmt
Total Assets EOYFMV$559,365TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$359,168RetainedEarningBOYAmt
Retained Earning EOY$413,791RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$359,168TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$413,791TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$359,168TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$413,791TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$359,168TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$54,623ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$413,791SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$413,791TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property521 SHS OF ABBVIE, INCPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2024-12-20AcquiredDt
Sold2024-12-30SoldDt
Gross Sales Price$91,150GrossSalesPriceAmt
Cost Or Other Basis$44,962CostOrOtherBasisAmt
Gain Or Loss$46,188GainOrLossAmt
Gains Minus Excess Or Losses$46,188GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$46,188CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$701InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$701SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$701TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$840EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$840TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$139OverpaymentAmt
Applied To ES Tax$139AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
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 BooksCHRISTOPHER DOUGLASIndividualWithBooksNm
Phone2035217324PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line183 BRIDGE STREET PO BOX 105AddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP064849994ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTOPHER DOUGLAS
83 BRIDGE STREET PO BOX 105SHELTONCT064849994CHAIRMAN1.00$0$0$0
JILL DOUGLAS
83 BRIDGE STREET PO BOX 105SHELTONCT064849994DIRECTOR0.00$0$0$0
NICHOLAS DOUGLAS
83 BRIDGE STREET PO BOX 105SHELTONCT064849994DIRECTOR0.00$0$0$0
CASEY DOUGLAS
83 BRIDGE STREET PO BOX 105SHELTONCT064849994DIRECTOR0.00$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$372,105AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$92,427AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$464,532TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$464,532AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,968CashDeemedCharitableAmt
Net Vl Noncharitable Assets$457,564NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,878MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,878MinimumInvestmentReturnAmt
Tax Based On Investment Income$701TaxBasedOnInvestmentIncomeAmt
Total Tax$701TotalTaxAmt
Distributable Before Adj$22,177DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,177DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,177DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$41,850QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,177DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,136ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,186ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,856ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,253ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$45,431TotalExcessDistributionCyovAmt
Qualifying Distributions$41,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,177AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,673RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$65,104TotalCorpusAmt
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$5,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$60,104ExcessDistriCyovToNextYrAmt
Excess From Year4$10,136ExcessFromYear4Amt
Excess From Year3$16,186ExcessFromYear3Amt
Excess From Year2$2,856ExcessFromYear2Amt
Excess From Year1$11,253ExcessFromYear1Amt
Excess From Current Year$19,673ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF THE LOWER NAUGATUCK VALLEY
ONE POSITIVE PLACESHELTONCT06484NONEPCGENERAL SUPPORT$18,000
CMAK SANDY HOOK MEMORIAL FOUNDATION
1 BENNETTS BRIDGE ROADSANDY HOOKCT06482NONEPCGENERAL SUPPORT$2,500
GRIFFIN HOSPITAL DEVELOPMENT FUND
130 DIVISION STREETDERBYCT06418NONEPCGENERAL SUPPORT$18,000
VALLEY UNITED WAY
54 GROVE STREET SUITE 1SHELTONCT06484NONEPCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$248ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,374ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$46,188ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$50,810ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,810TotalIncomeProducingActyAmt

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 PersonCHRISTOPHER DOUGLASContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line139 HAWKS RIDGE DRIVEAddressLine1Txt
CitySHELTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP064845659ZIPCd
FieldValueIRS element (for citing)
Total Contributions$44,961TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property521 SHARES OF ABBVIE, INC.NoncashPropertyDesc
Fair Market Value$91,477FairMarketValueAmt
Received2024-12-20ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,850Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,850DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADVANCE AUTO PARTS INC - 175 SHARES$32,416$8,323
AIRBUS SE UNSPONSORED ADR - 1125 SHARES$32,316$44,814
AMAZON.COM INC - 250 SHARES$40,386$54,848
DARLING INTL INC - 100 SHARES$6,406$3,369
DEERE AND CO - 118 SHARES$9,764$49,997
HONEYWELL INTL INC - 150 SHARES$32,897$33,884
MICROSOFT CORP - 164 SHARES$6,868$69,126
SEALED AIR CORP NEW - 725 SHARES$33,438$24,527
THERMO FISHER SCIENTIFIC - 40 SHARES$6,346$20,809
T-MOBILE US INC COM - 266 SHARES$18,110$58,714
VISA INC - 69 SHARES$5,711$21,807
WALT DISNEY CO - 280 SHARES$50,466$31,178
FT VEST S&P 500 DIVID ARISTOCRATS TARGET INCOME ETF - 1,000 SHARES$50,908$50,210

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$35,241USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$35,241USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR CUSTODIAL FEESDesc
Revenue And Expenses Per Books$232RevenueAndExpensesPerBooksAmt
Net Investment Income$232NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$126Amt
Net Investment Income$126NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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