SPOFFORD FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SPOFFORD FOUNDATION (EIN 47-2593771)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-13
IRS object ID
202531339349101303
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)
Return2025-05-13T08:24:39-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472593771EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Spofford Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlSPOFBusinessNameControlTxt
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)
PersonCHARLES SPOFFORDPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$2,635,601FMVAssetsEOYAmt
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$13,838InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,838InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$67,366DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,366DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$382,124NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$820,453GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$382,124CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$463,328TotalRevAndExpnssAmt
Total Net Invst Incm$463,328TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$26,722OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$26,722OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,900TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$13,049OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$13,049OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$41,671TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,722TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,049TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$145,071TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,722TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$116,449TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$318,257ExcessRevenueOverExpensesAmt
Net Investment Income$436,606NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$197,965SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$151,826SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$151,826SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,131,581CorporateStockBOYAmt
Corporate Stock EOY$1,495,977CorporateStockEOYAmt
Corporate Stock EOYFMV$2,483,775CorporateStockEOYFMVAmt
Total Assets BOY$1,329,546TotalAssetsBOYAmt
Total Assets EOY$1,647,803TotalAssetsEOYAmt
Total Assets EOYFMV$2,635,601TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,329,546RetainedEarningBOYAmt
Retained Earning EOY$1,647,803RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,329,546TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,647,803TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,329,546TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,647,803TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,329,546TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$318,257ExcessRevenueOverExpensesAmt
Subtotal$1,647,803SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,647,803TotNetAstOrFundBalancesEOYAmt

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$820,453GrossSalesPriceAmt
Cost Or Other Basis$438,329CostOrOtherBasisAmt
Gain Or Loss$382,124GainOrLossAmt
Gains Minus Excess Or Losses$382,124GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$382,124CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,069InvestmentIncomeExciseTaxAmt
Subtotal$6,069SubtotalAmt
Tax Based On Investment Income$6,069TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,050EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,050TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$4,019TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Holly Bell
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir2.0$0$0$0
Alexandra Johnston
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP2.0$0$0$0
Jennifer Sanger
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Charles Spofford
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Treas2.0$0$0$0
Nick Spofford
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres3.0$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$2,384,977AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$316,510AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,701,487TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,701,487AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,522CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,660,965NetVlNoncharitableAssetsAmt
Minimum Investment Return$133,048MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$133,048MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,069TaxBasedOnInvestmentIncomeAmt
Total Tax$6,069TotalTaxAmt
Distributable Before Adj$126,979DistributableBeforeAdjAmt
Distributable Before Ded$126,979DistributableBeforeDedAmt
Distributable As Adjusted$126,979DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$116,449ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$116,449QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$126,979DistributableAsAdjustedAmt
Undistributed Income PY$114,873UndistributedIncomePYAmt
Qualifying Distributions$116,449QualifyingDistributionsAmt
Applied To Year1$114,873AppliedToYear1Amt
Applied To Current Year$1,576AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$125,403UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSEMBLY HOUSE 150 INC
150 EDWARD STBUFFALONY14201N/APCAH150 Special Design Project$10,000
BLUFFTON SELF HELP INC
PO BOX 2420BLUFFTONSC29910N/APCGeneral & Unrestricted$3,000
CHASE BJORK FOUNDATION INC
338 COLLEGE RDCONCORDMA01742N/APCGeneral & Unrestricted$1,500
CONCORD-CARLISLE COMMUNITY CHEST INC
19 MAIN ST SUITE 2CONCORDMA01742N/APCGeneral & Unrestricted$500
EDUCATIONAL FOUNDATION INC
PO BOX 2446CHAPEL HILLNC27515N/APCBell McGowan '78 Hitting Bay Name Fund$27,000
EMERSON HOSPITAL
133 OLD RD TO NINE ACRE CORNERCONCORDMA01742N/APCGeneral & Unrestricted$500
FISHERS ISLAND COMMUNITY CENTER INC
PO BOX 464FISHER ISLANDNY06390N/APCFishersisland.net Program$5,000
FISHERS ISLAND RECREATIONAL PATH FOUNDATION
PO BOX 619FISHERS ISLANDNY06390N/APCBridge Replacements Fund$35,000
FRIENDS OF FISHERS ISLAND THEATER
PO BOX 101FISHERS ISLENY06390N/APCGeneral & Unrestricted$2,000
ISLAND HEALTH PROJECT INC
PO BOX 344FISHERS ISLENY06390N/APCGeneral & Unrestricted$2,100
OARS INC
23 BRADFORD STCONCORDMA01742N/APCGeneral & Unrestricted$1,000
PENNYS FLIGHT FOUNDATION INC
63 FOREST AVELOCUST VALLEYNY11560N/APCGeneral & Unrestricted$7,800
ST JOHNS CHURCH
PO BOX 505FISHERS ISLENY06390N/APCGeneral & Unrestricted$2,500
STEPHEN S JOHNSON MEMORIAL FUND
236 DEARBORN RDGREENLANDNH03840N/APCGeneral & Unrestricted$2,500
STONERIDGE RESIDENTS ASSOCIATION
186 JERRY BROWNE RD UNIT 6109MYSTICCT06355N/APCGeneral & Unrestricted$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,400TotalGrantOrContriPdDurYrAmt

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$13,838ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,366ExclusionAmt
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$382,124ExclusionAmt
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$463,328ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$463,328TotalIncomeProducingActyAmt

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 (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$53,213$56,555
ABBVIE INC$36,692$71,080
ALERIAN MLP ETF$141,787$144,480
AMPHENOL CORPORATION$51,818$48,615
APPLE INC$22,830$50,084
BROWN FORMAN CORP CL B$8,673$30,384
CATERPILLAR INC$57,834$54,414
CORCEPT THERAPEUTICS INC$7,405$25,195
DOW INC$45,330$40,130
ELI LILLY & CO$10,490$193,000
FREEPORT-MCMORAN COPPER & GOLD$70,206$57,120
GETTY RLTY HLDG CO$49,997$75,325
KIMBERLY CLARK CORP$55,294$52,416
KINDER MORGAN INC$86,119$137,000
MARKET VECTORS ETF TRJR GOLD M$92,286$85,500
MEDTRONIC PLC$142,611$119,820
MERCK & CO INC$49,739$99,480
MICROSOFT CORP$13,700$210,750
ONEOK INC$34,344$100,400
ORACLE CORP$38,156$133,312
PAN AMERICAN SILVER CORP$46,000$40,440
PEPSICO INC$32,822$76,030
PFIZER INC$91,256$106,120
REPUBLIC SVCS INC$13,995$100,590
UNILEVER PLC AMER$58,955$85,050
VALERO ENERGY CORP$57,701$98,072
VICI PROPERTIES INC$47,491$43,815
WASTE MANAGEMENT INC$6,602$40,358
WILLIAMS COS$72,631$108,240

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$13,024$13,024
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$26,722Amt
Net Investment Income$26,722NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2024CategoryTxt
Amt$1,900Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.