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HARRIS FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HARRIS FAMILY FOUNDATION INC (EIN 20-8114369)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-27
IRS object ID
202521479349100722
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)
Return2025-05-27T13:32:47-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 ROAD STE 400AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-27SignatureDt
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 PersonTHOMAS R CRAWFORD JR CPAPreparerPersonNm
PTINP01281219PTIN
Phone9195717055PhoneNum
Preparation2025-05-19PreparationDt
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$2,606,907FMVAssetsEOYAmt
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$99InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$99InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$69,563DividendsRevAndExpnssAmt
Dividends Net Invst Incm$149,204DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$79,641NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$79,641GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$79,641CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$149,303TotalRevAndExpnssAmt
Total Net Invst Incm$228,944TotalNetInvstIncmAmt
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$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$550AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,761TaxesRevAndExpnssAmt
Taxes Net Invst Incm$696TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,861TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,246TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$550TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$124,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$124,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,461TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,246TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,842ExcessRevenueOverExpensesAmt
Net Investment Income$227,698NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$155,613CashBOYAmt
Cash EOY$69,413CashEOYAmt
Cash EOYFMV$69,413CashEOYFMVAmt
Other Investments BOY$1,368,859OtherInvestmentsBOYAmt
Other Investments EOY$1,480,422OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,537,494OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,524,472TotalAssetsBOYAmt
Total Assets EOY$1,549,835TotalAssetsEOYAmt
Total Assets EOYFMV$2,606,907TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,524,472NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,549,835NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,524,472TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,549,835TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,524,472TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,549,835TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,524,472TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,842ExcessRevenueOverExpensesAmt
Other Increases$4,521OtherIncreasesAmt
Subtotal$1,549,835SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,549,835TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$79,641GrossSalesPriceAmt
Gain Or Loss$79,641GainOrLossAmt
Gains Minus Excess Or Losses$79,641GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$79,641CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,165InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,165SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,165TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$630EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$630TotalPaymentsAndCreditsAmt
Es Penalty$43EsPenaltyAmt
Tax Due$2,578TaxDueAmt

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$2,468,721AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,757AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,536,478TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,536,478AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,047CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,498,431NetVlNoncharitableAssetsAmt
Minimum Investment Return$124,922MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$124,922MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,165TaxBasedOnInvestmentIncomeAmt
Total Tax$3,165TotalTaxAmt
Distributable Before Adj$121,757DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$121,757DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$121,757DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,150ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$125,150QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,757DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$72,287ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$78,968ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$151,255TotalExcessDistributionCyovAmt
Qualifying Distributions$125,150QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$121,757AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,393RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$154,648TotalCorpusAmt
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$154,648ExcessDistriCyovToNextYrAmt
Excess From Year3$72,287ExcessFromYear3Amt
Excess From Year1$78,968ExcessFromYear1Amt
Excess From Current Year$3,393ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEAUFORT EMS
PO BOX 950BEAUFORTNC28516NONEPUBLICGENERAL SUPPORT$100
BOYS AND GIRLS CLUB
701 N RALEIGH BOULEVARDRALEIGHNC27610NONEPCGENERAL SUPPORT$2,000
CAMP MERRIE-WOODE FOUNDATION
100 MERRIE-WOODE ROADSAPPHIRENC28774NONEPCGENERAL SUPPORT$1,000
CASA
PO BOX 12545RALEIGHNC27605NONEPUBLICGENERAL SUPPORT$10,000
FIRST BAPTIST CHURCH
99 N SALISBURY STREETRALEIGHNC27603NONEPCGENERAL SUPPORT$10,000
FOOD BANK OF CENTRAL & EASTERN NC
3808 TARHEEL DRIVERALEIGHNC27603NONEEXEMPTPROVIDE FOOD TO AT RISK INDIVIDUALS AND MAINTENANCE$20,000
FOUNDATION OF HOPE FOR RESEARCH & TREATMENT OF MENTAL ILLNESS
9401 GLENWOOD AVERALEIGHNC27617NONEPUBLICGENERAL SUPPORT$500
HABITAT FOR HUMANITY
2420 RALEIGH BLVDRALEIGHNC27604NONEPUBLICTO FUND THE BUILDING OF SAFE, AFFORDABLE HOMES.$10,000
HAVEN HOUSE
600 W CABARRUS STRALEIGHNC27603NONEPUBLICGENERAL SUPPORT$1,000
HOPE REINS
8420 WAKE FOREST HWYRALEIGHNC27613NONEPCGENERAL SUPPORT$500
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
GRAND CENTRAL STATION PO BOX 4777NEW YORKNY10163NONEPUBLICGENERAL SUPPORT$5,000
RALEIGH RESCUE MISSION
PO BOX 27391RALEIGHNC27611NONEPCGENERAL SUPPORT$20,000
SALVATION ARMY
215 S PERSON STREETRALEIGHNC27603NONEPCGENERAL SUPPORT$10,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCGENERAL SUPPORT$1,000
SAVING GRACE ANIMAL & RESCUE ADOPTIONS
13400 OLD CREEDMOOR ROADWAKE FORESTNC27587NONEPCGENERAL SUPPORT$500
SHAREFISH
3517 LUBBOCK DRRALEIGHNC27612NONEPCGENERAL SUPPORT$5,000
SPCA OF WAKE COUNTY
200 PETFINDER LNRALEIGHNC27603NONEPCGENERAL SUPPORT$1,000
ST JUDES
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCGENERAL SUPPORT$5,000
THE GREEN CHAIR PROJECT
1853 CAPITAL BOULEVARDRALEIGHNC27604NONEPCGENERAL SUPPORT$2,000
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTON SALEMNC27106NONEPCGENERAL SUPPORT$10,000
YMCA
801 CORPORATE CENTER DR SUITE 200RALEIGHNC27607NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$124,600TotalGrantOrContriPdDurYrAmt
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$99ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,563ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79,641ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$149,303ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$149,303TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,100Amt
Net Investment Income$550NetInvestmentIncomeAmt
Disbursements Charitable Prps$550DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CAPITAL INCOME BUILDER FUND CLASS AAT COST$194,303$240,307
CAPITAL WORLD GROWTH & INCOME FUNDAT COST$268,733$387,462
EUROPACIFIC GROWTH FUNDAT COST$37,419$39,089
GROWTH FUND OF AMERICAAT COST$94,024$152,700
FUNDAMENTAL INVESTORS FUND CL A - AMERICAN FDSAT COST$263,802$402,504
INCOME FUND OF AMERICA CLASS AAT COST$320,857$397,540
AGREE RLTY CORPORATION REITAT COST$45,212$171,898
AMERICAN TOWER CORPORATION NEW REITAT COST$29,811$86,753
CROWN CASTLE INCORPORATED REITAT COST$78,662$67,798
CUBESMART REITAT COST$23,042$107,639
IRON MTN INCORPORATED DEL REITAT COST$59,654$206,016
NATIONAL RETAIL PROPERTIES INCORPORATED REITAT COST$29,507$90,319
REALTY INCOME CORPORATION REITAT COST$35,396$187,469

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS AND LOSSESDesc
Amt$4,521Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$696$696$0
FEDERAL TAX$2,065$0$0

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