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HACKETT PHILANTHROPIES FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HACKETT PHILANTHROPIES FOUNDATION (EIN 46-4145344)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-30
IRS object ID
202501509349100205
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)
Return2025-05-30T09:03:32-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232667890PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRONICK KALADA BERDY & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 LATHROP STAddressLine1Txt
CityKINGSTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18704ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464145344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HACKETT PHILANTHROPIES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHACKBusinessNameControlTxt
Phone5709701234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 MOORGAN RIDGE CIRCLEAddressLine1Txt
CitySHAVERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18708ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER HACKETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-05-30SignatureDt
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 PersonRONALD ULITCHNEY CPAPreparerPersonNm
PTINP00132606PTIN
Phone5702832727PhoneNum
Preparation2025-05-30PreparationDt
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$3,187,361FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$46,989DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,989DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$508,119NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,066,558GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$508,119CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$555,108TotalRevAndExpnssAmt
Total Net Invst Incm$555,108TotalNetInvstIncmAmt
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$33,624OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$33,624OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$622TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,246TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,624TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$178,115ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$178,115ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$212,361TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,624TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$178,115TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$342,747ExcessRevenueOverExpensesAmt
Net Investment Income$521,484NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,165CashBOYAmt
Cash EOY$1,641,515CashEOYAmt
Cash EOYFMV$1,641,515CashEOYFMVAmt
Corporate Stock BOY$2,683,814CorporateStockBOYAmt
Corporate Stock EOY$1,417,211CorporateStockEOYAmt
Corporate Stock EOYFMV$1,545,846CorporateStockEOYFMVAmt
Total Assets BOY$2,715,979TotalAssetsBOYAmt
Total Assets EOY$3,058,726TotalAssetsEOYAmt
Total Assets EOYFMV$3,187,361TotalAssetsEOYFMVAmt
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$2,715,979RetainedEarningBOYAmt
Retained Earning EOY$3,058,726RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,715,979TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,058,726TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,715,979TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,058,726TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,715,979TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$342,747ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,058,726SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,058,726TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFIDELITY DETAIL RETAINEDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2022-02-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$2,066,558GrossSalesPriceAmt
Cost Or Other Basis$1,558,439CostOrOtherBasisAmt
Gain Or Loss$508,119GainOrLossAmt
Gains Minus Excess Or Losses$508,119GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$508,119CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,249InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,249SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,249TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$11EsPenaltyAmt
Tax Due$7,260TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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 HACKETTIndividualWithBooksNm
Phone5709701234PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11220 MOORGAN RIDGE CIRCLEAddressLine1Txt
CitySHAVERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18708ZIPCd
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

FieldValueIRS element (for citing)
PersonCHRISTOPHER HACKETTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 MOORGAN RIDGEAddressLine1Txt
CitySHAVERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18708ZIPCd
FieldValueIRS element (for citing)
TitlePRES/ DIR/ SEC/ TREASTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$2,394,197AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$836,841AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,231,038TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,231,038AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,466CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,182,572NetVlNoncharitableAssetsAmt
Minimum Investment Return$159,129MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$159,129MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,249TaxBasedOnInvestmentIncomeAmt
Total Tax$7,249TotalTaxAmt
Distributable Before Adj$151,880DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$151,880DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$151,880DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$178,115ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$178,115QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$151,880DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$12,155ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,155TotalExcessDistributionCyovAmt
Qualifying Distributions$178,115QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$151,880AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,235RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$38,390TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$38,390ExcessDistriCyovToNextYrAmt
Excess From Year1$12,155ExcessFromYear1Amt
Excess From Current Year$26,235ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIED SERVICE FOUNDATION
PO BOX 2096WILKES BARREPA18703NONEPUBLICUNRESTRICTED$25,100
BIG BROTHER BIG SISTER
190 WELLES STREET STE 168-170FORTY FORTPA18704NONEPUBLICUNRESTRICTED$1,000
CASA OF LUZERNE COUNTY
667 S RIVER STREETWILKESBARREPA18705NONEPUBLICGENERAL FUND$10,000
COMMONWEALTH FOUNDATION
225 STATE ST STE 302HARRISBURGPA17101NONEPUBLICUNRESTRICTED$5,000
FORK OVER LOVE
345 MARKET STKINGSTONPA18704NONEPUBLICUNRESTRICTED$10,000
FRIEDMAN JCC
613 SJ STRAUSS LNKINGSTONPA18704NONEPUBLICUNRESTRICTED$500
GEISINGER FOUNDATION
100 N ACADEMY AVEDANVILLEPA17821NONEPUBLICGENERAL FUND$50,000
KEYSTONE COLLEGE
1 COLLEGE RDLA PLUMEPA18440NONEPUBLICUNRESTRICTED$3,000
LUZERNE FOUNDATION
140 MAIN STREET FL 2LUZERNEPA18709NONEPUBLICGENERAL FUND$3,500
NEPA RACING INC
108 WELLES STFORTY FORTPA18704NONEPUBLICUNRESTRICTED$1,500
NORTH BRANCH LAND TRUST
11 CARVERTON ROADTRUCKSVILLEPA18708NONEPUBLICUNRESTRICTED$10,000
SHAVERTOWN FIRE COMPANY
170 N MAIN STSHAVERTOWNPA18708NONEPUBLICUNRESTRICTED$3,125
SHAVERTOWN UNITED METHODIST CHURCH
163 N PIONEER AVESHAVERTOWNPA18708NONEPUBLICUNRESTRICTED$350
TRUCKSVILLE FIRE DEPT
11 CARVERTON ROADTRUCKSVILLEPA18708NONEPUBLICUNRESTRICTED$250
UNITED WAY
100 N PENNSYLVANIA AVEWILKESBARREPA18701NONEPUBLICGENERAL FUND$500
WILMINGTON TRUST SP SVCS INC
1 RODNEY SQUAREWILKMINGSTONDE19803NONEPUBLICUNRESTRICTED$500
WRIGHT TOWNSHIP POLICE
321 SOUTH MOUNTAIN BLVDMOUNTAINTOPPA18707NONEPUBLICUNRESTRICTED$1,000
WRIGHT TOWNSHIP RECREATION ENVIR
321 SOUTH MOUNTAIN BLVDMOUNTAINTOPPA18707NONEPUBLICUNRESTRICTED$300
WYOMING VALLEY CHILDRENS ASSOC
1133 WYOMING AVENUEFORTY FORTPA18704NONEPUBLICUNRESTRICTED$15,000
BOLD GOLD BROADCAST AND MEDIA FOUNDATION
575 GROVE STREETHONESDALEPA18431NONEPUBLICUNRESTRICTED$5,000
CANCER WELLNESS CENTER OF NEPA
190 WELLES STREETFORTY FORTPA18704NONEPUBLICUNRESTRICTED$15,000
COMPETITIVE ENTERPRISE INSTITUTE
1310 L STREET NWWASHINGTONDC20005NONEPUBLICUNRESTRICTED$5,000
ESOPHAGEAL CANCER AWARENESS ASSOCIATION
PO BOX 55071BOSTONMA02205NONEPUBLICUNRESTRICTED$1,000
INSTITUE FOR HUMANE STUDIES
3434 WASHINGTON BLVDARLINGTONVA22201NONEPUBLICUNRESTRICTED$500
AMY KROUSE ROSENTHAL FOUNDATION
2906 CENTRAL STREETEVANSTONIL60201NONEPUBLICUNRESTRICTED$5,000
MEALS ON WHEELS
1550 CRYSTAL DRIVEARLINGTONVA22202NONEPUBLICUNRESTIRCTED$240
NEW BIRTH KINGDOM CHURCH
302 NORTH ROBINSON CIRCLECARBONDALEIL62903NONEPUBLICUNRESTRICTED$500
SAINT JOHN THE BAPTIST PARISH
126 NESBITT STREETLARKESVILLEPA18651NONEPUBLICUNRESTRICTED$250
THE WOMENS CENTER OF COLUMBIA
111 NORTH MARKET STREETBLOOMSBURGPA17815NONEPUBLICUNRESTRICTED$1,000
US WRESTLING FOUNDATION
35 CANOE BROOK ROADSHORT HILLSNJ07078NONEPUBLICUNRESTRICTED$500
WBS KNIGHTS USPHL
12 OLD BOSTON ROADPITTSTONPA18640NONEPUBLICUNRESTRICTED$1,000
WYOMING VALLEY CATHOLIC YOUTH CENTER
36 S WASHINGTON STREETWILKES BARREPA18701NONEPUBLICUNRESTRICTED$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$178,115TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,989ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$508,119ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$555,108ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$555,108TotalIncomeProducingActyAmt

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 Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,417,211EOYBookValueAmt
EOYFMV$1,545,846EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$33,624Amt
Net Investment Income$33,624NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$622Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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