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THE ALBARELL FAMILY: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE ALBARELL FAMILY (EIN 46-6444963)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-03
IRS object ID
202212159349100401
Schema version
2021v4.2
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)
Return2022-08-03T06:31:49-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232620120PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONCANNON MILLER & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11525 VALLEY CENTER PARKWAY STE 300AddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP180172285ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN466444963EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALBARELL FAMILYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALBABusinessNameControlTxt
Phone6108687150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11053 RESOLUTION DRIVEAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL M ALBARELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6108687150PhoneNum
Signature2022-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastALBARELLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHARRY L PIETROUCHIE CPAPreparerPersonNm
PTINP01623121PTIN
Phone6104335501PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$66,273FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$195InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$195InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$377DividendsRevAndExpnssAmt
Dividends Net Invst Incm$377DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$572TotalRevAndExpnssAmt
Total Net Invst Incm$572TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$146OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$146OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$17TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$163TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$152TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,955ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,955ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,118TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$152TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,955TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$57,546ExcessRevenueOverExpensesAmt
Net Investment Income$420NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$100,084CashBOYAmt
Cash EOY$42,538CashEOYAmt
Cash EOYFMV$42,538CashEOYFMVAmt
Other Investments BOY$18,468OtherInvestmentsBOYAmt
Other Investments EOY$18,468OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,735OtherInvestmentsEOYFMVAmt
Total Assets BOY$118,552TotalAssetsBOYAmt
Total Assets EOY$61,006TotalAssetsEOYAmt
Total Assets EOYFMV$66,273TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,450OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,450OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,450TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,450TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$116,102NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$58,556NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$116,102TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$58,556TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$118,552TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$61,006TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$116,102TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$57,546ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$58,556SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$58,556TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$94OverpaymentAmt
Applied To ES Tax$94AppliedToESTaxAmt
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 StatePAOrgReportOrRegisterStateCd
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 BooksMICHAEL M ALBARELLIndividualWithBooksNm
Phone6108687150PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11053 RESOLUTION DRIVEAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18017ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL M ALBARELL
1053 RESOLUTION DRIVEBETHLEHEMPA18017TRUSTEE1.00$0$0$0
LYNN ALBARELL
1053 RESOLUTION DRIVEBETHLEHEMPA18017TRUSTEE1.00$0$0$0
KERRY WROBEL
3302 MERCHANT DRIVEBETHLEHEMPA18017TRUSTEE1.00$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$23,252AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$97,794AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$121,046TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$121,046AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,816CashDeemedCharitableAmt
Net Vl Noncharitable Assets$119,230NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,962MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,962MinimumInvestmentReturnAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Total Tax$6TotalTaxAmt
Distributable Before Adj$5,956DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,956DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,956DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,955ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$57,955QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,956DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,202ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,923ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$36,033ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,199ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$60,357TotalExcessDistributionCyovAmt
Qualifying Distributions$57,955QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,956AppliedToCurrentYearAmt
Remaining Distri From Corpus$51,999RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$112,356TotalCorpusAmt
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$8,202ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$104,154ExcessDistriCyovToNextYrAmt
Excess From Year4$5,923ExcessFromYear4Amt
Excess From Year2$36,033ExcessFromYear2Amt
Excess From Year1$10,199ExcessFromYear1Amt
Excess From Current Year$51,999ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL M ALBARELLContributingManagerNm
Contributing ManagerLYNN ALBARELLContributingManagerNm
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
ARTSQUEST
101 FOUNDERS WAYBETHLEHEMPA18015NONEPCCHARITABLE$5,000
CARMEL OF THE LITTLE FLOWER
3551 LANARK ROADCOOPERSBURGPA18036NONEPCCHARITABLE$1,000
CATHOLIC CHARITIES DIOCESE OF ALLENTOWN
900 S WOODWARD STREETALLENTOWNPA18103NONEPCCHARITABLE$1,000
MORAVIAN SCHOLARSHIP FUND
1200 MAIN STREETBETHLEHEMPA18018NONEPCCHARITABLE$3,000
NICHOLAS P CONNELL SCHOLARSHIP (CATHOLIC FOUNDATION OF EASTERN PA)
PO BOX 1430ALLENTOWNPA18105NONEPCCHARITABLE$1,000
NORTHAMPTON COMMUNITY COLLEGE
3835 GREEN POND ROADBETHLEHEMPA18020NONEPCCHARITABLE$3,000
OUR LADY OF LEBANON CHURCH
55 S 4TH STEASTONPA18042NONEPCCHARITABLE$500
ST ELIZABETH OF HUNGARY
618 FULLERTON AVEWHITEHALLPA18052NONEPCCHARITABLE$33,955
ST FRANCIS CENTER FOR RENEWAL
395 BRIDLE PATH RDBETHLEHEMPA18017NONEPCCHARITABLE$3,000
ST FRANCIS RETREAT HOUSE
3918 CHIPMAN RDEASTONPA18045NONEPCCHARITABLE$3,000
THE BRIDGES FOUNDATION
1345 N LEWIS AVENUETULSAOK74110NONEPCCHARITABLE$1,500
THE ROTARY FOUNDATION
1560 SHERMAN AVEEVANSTONIL60201NONEPCCHARITABLE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,955TotalGrantOrContriPdDurYrAmt
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$195ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$377ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$572ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$572TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$18,468BookValueAmt
EOYFMV$23,735EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO M. ALBARELLDesc
BOY Book Value$2,450BOYBookValueAmt
EOY Book Value$2,450EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$146Amt
Net Investment Income$146NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$6$6$0
FEDERAL INVESTMENT INCOME TAX$11$0$0

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