GLADYS AND FRANKLIN CLARK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GLADYS AND FRANKLIN CLARK FOUNDATION (EIN 54-1640751)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-28
- IRS object ID
- 202532409349100323
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-28T14:25:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540737372 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 COURTHOUSE ST SUITE 128 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541640751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLADYS AND FRANKLIN CLARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLAD | BusinessNameControlTxt |
| Phone | 7572294581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 JEFFERSONS HUNDRED | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALVIN GARRISON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7572294581 | PhoneNum |
| Signature | 2025-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER N FRENCH CPA | PreparerPersonNm |
| PTIN | P00659678 | PTIN |
| Phone | 7572297180 | PhoneNum |
| Preparation | 2025-08-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,366,282 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $200,632 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,632 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $519,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,507,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $519,951 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $159 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $159 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $720,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $720,742 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $325 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $163 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $163 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,289 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,096 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,641 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,641 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,717 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,717 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,522 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,499 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $128,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,758 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $378,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $264,758 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $342,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $606,909 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,164 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,164 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,937,452 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,841,973 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,261,500 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $664,800 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,045,661 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,003,618 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,257 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,257 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $5,647,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,988,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,366,282 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,647,799 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,988,798 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,647,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,988,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,647,799 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,988,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,647,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $342,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,989,951 | SubtotalAmt |
| Other Decreases | $1,153 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,988,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS | P | $48,542 | $48,542 | $48,542 | |
| PUBLICLY TRADED SECURITIES | $2,451,735 | $464,328 | $464,328 | $1,987,407 | |
| ABBEY CAPITAL K-1 | P | $4,910 | $4,910 | $4,910 | |
| ALTERNATIVE INVESTMENTES | P | $2,171 | $2,171 | $2,171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $519,951 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,436 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,436 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,915 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,900 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,815 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,379 | OverpaymentAmt |
| Applied To ES Tax | $2,379 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALVIN GARRISON PRESIDENT | IndividualWithBooksNm |
| Phone | 7572294581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 JEFFERSONS HUNDRED | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| L ALVIN GARRISON | ||||||||
| 129 JEFFERSONS HUNDRED | WILLIAMSBURG | VA | 23185 | PRESIDENT/DIRECTOR | 3.75 | $20,000 | $0 | $0 |
| JOSEPH W MONTGOMERY | ||||||||
| 129 JEFFERSONS HUNDRED | WILLIAMSBURG | VA | 23185 | TREASURER/DIRECTOR | 3.75 | $20,000 | $0 | $0 |
| LAURA DEAN LEE | ||||||||
| 129 JEFFERSONS HUNDRED | WILLIAMSBURG | VA | 23185 | SECRETARY/DIRECTOR | 3.75 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,212,528 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,348,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,348,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,253,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,436 | TotalTaxAmt |
| Distributable Before Adj | $304,216 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $304,216 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $304,216 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $264,758 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $264,758 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $304,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $108,324 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $264,758 | QualifyingDistributionsAmt |
| Applied To Year1 | $108,324 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $147,782 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILD DEVELOPMENT RESOURCES | |||||||
| 150 POINT O WDS ROAD | WILLIAMSBURG | VA | 23188 | NONE | PUBLIC | INSPIRE AND EMPOWER CHILDREN, FAMILIES AND EARLY CHILDHOOD PROFESSIONALS TO REACH THEIR FULL POTENTIAL | $50,000 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PUBLIC | ENCOURAGES AUDIENCES TO LEARN FROM THE PAST THROUGH PRESERVATION OF 18TH-CENTURY WILLIAMSBURG | $100,000 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | PUBLIC | ENCOURAGES AUDIENCES TO LEARN FROM THE PAST THROUGH PRESERVATION OF 18TH-CENTURY WILLIAMSBURG | $50,000 |
| MUSCARELLE MUSEUM OF ART FOUNDATION | |||||||
| PO BOX 8795 | WILLIAMSBURG | VA | 23187 | NONE | PUBLIC | PROVIDES A DYNAMIC ENVIRONMENT FOR EXPLORING ART AT ALL LEVELS OF EXPERIENCE AND INTEREST | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,632 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $519,951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $720,742 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $720,742 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $12,385 | Amt |
| Net Investment Income | $9,289 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,096 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (219 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE EMERGING MKT LOCAL INCOME FUND | $231,773 | $117,344 |
| PIMCO PAC INVT MGMT SER EMERGING MKTS BOND FUND | $154,398 | $124,476 |
| TEMPLETON DEVELOPING MKTS TR | $291,134 | $259,601 |
| A A R CORPORATION | $2,782 | $4,596 |
| AAON INC | $3,608 | $19,299 |
| ADVANCED ENERGY INDUSTRIES INC | $3,063 | $5,435 |
| ALBANY INTERNATIONAL CORP | $2,808 | $3,919 |
| AMKOR TECHNOLOGY INC | $2,642 | $3,031 |
| ARCHROCK INC | $1,265 | $4,132 |
| ASPEN TECHNOLOGY INC | $4,213 | $6,241 |
| AUTO TRADER GROUP PLC ADR | $8,240 | $16,165 |
| BOX INC | $4,296 | $5,182 |
| C T S CORPORATION | $3,346 | $4,377 |
| CABOT CORP | $3,093 | $5,935 |
| CASELLA WASTE SYSTEMS INC | $2,404 | $8,465 |
| CHEESECAKE FACTORY INC | $4,350 | $6,310 |
| CONMED CORPORATION | $4,324 | $3,490 |
| COPT DEFENSE PROPERTIES | $2,578 | $2,755 |
| CORE LABORATORIES INC | $3,879 | $3,012 |
| CRACKER BARREL OLD COUNTRY | $5,044 | $2,273 |
| DARLING INGREDIENTS INC | $3,269 | $4,279 |
| DIODES INC | $3,886 | $3,577 |
| DREAM FINDERS HOMES INC | $8,151 | $7,889 |
| ENDAVA PLC ADR | $9,272 | $6,396 |
| ENERPAC TOOL GRP CORP | $12,854 | $11,957 |
| ENERSYS INC | $1,986 | $4,621 |
| ENTEGRIS INC | $431 | $2,873 |
| ENTERPRISE FINANCIAL SERVICE | $4,265 | $5,189 |
| EXPRO GROUP HLDGS NV | $3,584 | $2,606 |
| FACTSET RESEARCH SYSTEMS INC | $3,225 | $7,684 |
| FIRST MERCHANTS CORP | $4,472 | $4,946 |
| FIRSTCASH HOLDINGS INC | $3,616 | $4,973 |
| FLOWSERVE CORP | $3,699 | $8,168 |
| FORMFACTOR INC | $2,434 | $7,524 |
| FOUR CORNERS PROPERTY TR INC | $3,337 | $3,637 |
| FOX FACTORY HOLDING CORP | $7,217 | $5,963 |
| FRANKLIN ELECTRIC INC | $2,093 | $6,237 |
| GATX CORP | $2,074 | $6,354 |
| GOOSEHEAD INSURANCE INC | $7,850 | $13,510 |
| HEARTLAND FINANCIAL USA INC | $4,733 | $5,579 |
| HELEN OF TROY LTD | $3,642 | $1,915 |
| HELMERICH & PAYNE INC | $3,818 | $3,554 |
| HEXCEL CORP | $4,397 | $5,643 |
| HOLLEY INC | $3,555 | $1,667 |
| HORACE MANN EDUCATORS | $2,110 | $2,393 |
| HOULILHAN LOKEY INC CL A | $3,177 | $11,635 |
| INTEGER HLDGS CORP | $4,204 | $7,686 |
| LITTELFUSE INC | $1,060 | $4,477 |
| MERITAGE HOMES CORP | $2,174 | $4,615 |
| MOOG INC | $2,472 | $7,480 |
| MORNINGSTAR INC | $8,267 | $20,879 |
| NATIONAL RESEARCH CORP | $5,119 | $2,275 |
| NCINO INC | $10,639 | $11,652 |
| NOVANTA INC | $4,366 | $4,889 |
| NVE CORP | $1,282 | $1,221 |
| OCEANEERING INTL INC | $4,060 | $5,503 |
| OLLIE'S BARGAIN OUTLET HOLDINGS INC | $4,196 | $10,095 |
| OMEGA FLEX INC | $7,363 | $2,854 |
| ONE GAS INC | $4,162 | $4,570 |
| ONESTREAM INC | $7,563 | $7,415 |
| PARSONS CORP DEL | $4,046 | $9,225 |
| PEBBLEBROOK HOTEL TR | $1,744 | $1,775 |
| PLEXUS CORPORATION | $2,863 | $5,946 |
| PRICESMART INC | $2,487 | $2,581 |
| REINSURANCE GROUP OF AMERICA | $2,992 | $7,691 |
| REVOLVE GROUP | $8,037 | $9,578 |
| RIGHTMOVE PLC ADR | $9,434 | $11,895 |
| RYAN SPECIALITY GROUP HOLDINGS CL A | $5,585 | $12,062 |
| RYDER SYSTEM INC | $1,046 | $5,176 |
| SABRE CORP | $4,781 | $5,125 |
| SCOTTS MIRACLE GRO | $4,596 | $5,373 |
| SERVISFIRST BANCSHARES | $14,797 | $14,660 |
| SMITH DOUGLAS HOMES CORP | $2,688 | $2,564 |
| SOUTH STATE CORP | $4,753 | $6,765 |
| SPS COMMERCE INC | $3,682 | $8,464 |
| SPX TECHNOLOGIES INC | $2,772 | $7,421 |
| STAG INDUSTRIAL INC | $3,927 | $4,363 |
| STIFEL FINANCIAL CORP | $1,476 | $5,940 |
| TIMKEN COMPANY | $1,941 | $3,140 |
| TRINET GROUP INC | $3,062 | $2,905 |
| TRIUMPH FINANCIAL INC | $9,459 | $11,633 |
| TRUSTMARK CORP | $4,803 | $5,730 |
| U S PHYSICAL THERAPY INC | $5,869 | $5,855 |
| UNITED BANKSHARES INC | $4,507 | $4,844 |
| UNITED COMMUNITY BANK | $4,923 | $5,525 |
| UNITED FIRE GROUP INC | $1,414 | $1,422 |
| WOLVERINE WORLD WIDE INC | $4,207 | $3,663 |
| BLAIR WILLIAM INTERNATIONAL GROWTH FUND | $229,438 | $253,385 |
| COHEN & STEERS REALTY SHARES INC. | $140,418 | $143,270 |
| DODGE & COX INCOME FUND | $639,418 | $584,795 |
| DODGE & COX INTL STK FUND | $182,757 | $254,433 |
| EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND | $185,939 | $166,705 |
| JP MORGAN TR II CORE BOND FUND | $644,838 | $587,278 |
| PRINCIPAL INVST FUNDS HIGH YIELD FD | $145,602 | $133,650 |
| T ROWE PRICE MID CAP GROWTH FUND | $213,424 | $255,965 |
| TOUCHSTONE MID CAP VALUE FUND | $203,788 | $254,566 |
| ABBOTT LABORATORIES | $8,385 | $8,709 |
| ADOBE SYSTEMS INC | $7,755 | $8,004 |
| ALPHABET INC NON VOTING CAP STOCK | $15,026 | $25,709 |
| AMAZON.COM INC | $23,139 | $37,296 |
| APPLE INC. | $4,330 | $34,057 |
| ASML HOLDING NV | $3,975 | $7,624 |
| ASTRAZENECA PLC | $6,351 | $6,552 |
| AUTOMATIC DATA PROCESSING | $3,597 | $6,147 |
| BAE SYSTEMS PLACE | $8,515 | $8,231 |
| BLACKROCK INC | $5,245 | $18,452 |
| BROADRIDGE FINANCIAL SOLUTIONS | $3,821 | $5,878 |
| CANADIAN PACIFIC KANSAS CITY LTD | $1,719 | $4,776 |
| CHEVRON CORPORATION | $8,635 | $9,270 |
| CME GROUP INC | $7,233 | $8,825 |
| COCA-COLA COMPANY | $3,036 | $5,168 |
| COSTAR GROUP INC | $5,669 | $4,797 |
| ELI LILLY & CO | $4,322 | $10,036 |
| EOG RESOURCES INC | $9,099 | $10,174 |
| EXXON MOBIL CORP | $3,881 | $4,733 |
| GARTNER INC NEW | $6,799 | $9,205 |
| HOME DEPOT INC | $5,683 | $6,224 |
| ICON PLC | $5,307 | $3,355 |
| INTERCONTINENTAL EXCHANGE INC | $4,138 | $7,152 |
| INTUIT INC | $12,355 | $17,598 |
| INTUITIVE SURGICAL INC | $7,534 | $17,225 |
| LVMH MOET HENNESSY LOUIS VUITTON | $5,553 | $4,182 |
| MARRIOTT INTL INC NEW | $3,596 | $6,416 |
| MASTERCARD INC | $4,954 | $12,111 |
| MCDONALDS CORP | $2,863 | $11,596 |
| MICROSOFT CORP | $18,094 | $48,472 |
| NIKE INC | $5,047 | $4,162 |
| NOVO NORDISK | $7,464 | $13,247 |
| NVIDIA CORP | $13,503 | $18,935 |
| OLD DOMINION FREIGHT | $5,441 | $5,292 |
| OTIS WORLDWIDE CORP | $1,147 | $2,408 |
| PEPSICO INCORPORATED | $5,437 | $6,843 |
| PROCTER & GAMBLE CO | $2,839 | $3,018 |
| PROGRESSIVE CORP OHIO | $3,682 | $8,866 |
| S&P GLOBAL INC | $6,049 | $12,451 |
| SERVICENOW INC | $8,924 | $12,721 |
| SHERWIN WILLIAMS CO | $2,587 | $5,779 |
| TAIWAN SEMICONDUCTOR MFG CO | $7,622 | $10,269 |
| TEXAS INSTRUMENTS INC | $6,592 | $15,188 |
| UNION PACIFIC CORP | $4,877 | $10,262 |
| UNITEDHEALTH GROUP INC | $10,261 | $22,258 |
| VERISK ANALYTICS INC | $2,015 | $5,784 |
| VISA INC | $7,651 | $21,175 |
| ZOETIS INC | $5,139 | $5,214 |
| AGCO CORP | $6,703 | $5,796 |
| ALPHABET INC VOTING CAP STOCK | $6,520 | $23,284 |
| AMAZON.COM INC | $16,792 | $26,766 |
| APPLIED MATERIALS INC | $11,165 | $29,599 |
| BERKSHIRE HATHAWAY INC. | $13,131 | $35,356 |
| CAPITAL ONE FINANCIAL CORP | $17,177 | $39,587 |
| CHUBB LTD | $4,473 | $9,947 |
| CIGNA CORP NEW | $9,970 | $13,255 |
| CONOCOPHILLIPS | $6,307 | $5,653 |
| CVS HEALTH | $20,141 | $17,417 |
| DARLING INGREDIENTS INC | $5,528 | $2,796 |
| HUMANA INC | $22,476 | $16,745 |
| IAC INTERACTIVECORP | $7,703 | $4,573 |
| MARKEL CORP | $9,761 | $13,810 |
| META PLATFORMS INC CL A | $7,764 | $35,716 |
| MGM RESORTS INTERNATIONAL | $25,266 | $22,176 |
| MICROSOFT CORP | $3,444 | $7,587 |
| OWENS CORNING INC | $6,817 | $12,603 |
| QUEST DIAGNOSTICS INC | $6,829 | $8,599 |
| SOLVENTUM CORP | $9,017 | $9,579 |
| TECK RESOURCES LTD | $8,973 | $12,240 |
| TEXAS INSTRUMENTS INC | $11,564 | $17,063 |
| TYSON FOODS INC CL A | $6,013 | $5,686 |
| US BANCORP | $14,583 | $18,893 |
| VIATRIS INC | $22,850 | $26,854 |
| WELLS FARGO COMPANY | $10,390 | $21,283 |
| ACAP STRATEGIC FD CL W | $50,000 | $51,328 |
| CION ARES DIVERSIFIED CREDIT FD | $40,000 | $39,953 |
| CULLEN ENHANCED EQITY INCOME FD CL I | $104,532 | $103,706 |
| NEUBERGER BERMAN - LONG SHORT FUND INSTL | $95,022 | $99,477 |
| STEPSTONE PRIVATE MARKETS CL I | $85,000 | $89,640 |
| AIA GROUP LTD | $4,466 | $4,164 |
| AIRTEL AFRICA PLC AIRTEL AFRICA PLC | $660 | $646 |
| ANGLO AMERICAN PLC | $4,833 | $4,553 |
| ARCA CONTINENTAL SAB DE | $3,793 | $3,645 |
| ASCENDAS INDIA TRUST | $3,724 | $3,437 |
| ASE TECHNOLOGY ADR HOLDING CO LTD SPON | $7,504 | $7,754 |
| BANK RAKYAT INDONESIA | $4,396 | $3,643 |
| BOC AVIATION LTD | $1,288 | $1,176 |
| BYD CO LTD | $5,796 | $5,644 |
| CHINA CONSTRUCTION BANK CL H | $10,193 | $10,243 |
| COCA-COLA FEMSA S.A.B DE C.V. | $4,364 | $4,362 |
| COPA HOLDINGS SA CL A | $3,812 | $3,252 |
| EUROBANK ERGASIAS SVCS & HLDGS S A | $7,539 | $8,122 |
| FIBRA PROLOGIS REAL ESTATE TRUST CTFS | $6,374 | $5,622 |
| GLENCORE PLC | $2,551 | $2,306 |
| GREEK ORGANISATION OF FOOTBALL PROGNOSTICS SA UNSPONSORED ADR | $7,497 | $7,768 |
| HAIER SMART HOME CO LTD HAIER SMARTHOME BEARER 06690 | $7,072 | $6,418 |
| HON HAI PRECISION GDR INDUSTRY LTD REG S NEW GDR | $6,216 | $5,535 |
| ICICI BANK LTD SPON ADR | $7,349 | $7,375 |
| INTL CONTAINER TERM SVCS | $6,227 | $6,110 |
| ISHARES INC ETF MSCI MALAYSIA ETF NEW | $7,562 | $7,629 |
| ISHARES MSCI INDIA ETF | $4,210 | $4,159 |
| ISHARES MSCI TAIWAN ETF | $7,491 | $7,246 |
| ITAU UNIBANCO HLDG S.A. SPONSORED ADR REPSTG 1 PREFERRED SHARE | $60 | $50 |
| KB FINANCIAL GROUP INC ADR | $6,990 | $6,088 |
| KOC HOLDING AS-UNSPON ADR | $3,328 | $2,862 |
| LAUREATE EDUCATION INC | $4,327 | $4,262 |
| LENOVO GROUP LTD | $2,358 | $2,571 |
| LUNDIN MINING CORP | $3,923 | $3,349 |
| MAHINDRA & MAHINDRA LTD | $3,976 | $3,934 |
| METLEN ENERGY & METALS SA | $7,525 | $7,150 |
| PETROCHINA CO LTD | $5,864 | $6,160 |
| PETROLEO BRASILEIRO - SPON ADR - PETROBRAS | $6,257 | $5,633 |
| POWSZECHNA KASA OSZCZEDNOSCI BANK POLSKI S A UNSPONSORED ADR | $3,492 | $3,594 |
| SAMSUNG ELECTRONICS REGS GDR PFD 144A | $8,727 | $7,506 |
| SLC AGRICOLA SA SPON ADR | $634 | $612 |
| STATE BANK INDIA GDR REG S | $4,748 | $4,550 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $9,328 | $9,874 |
| TENCENT HOLDINGS LTD | $10,515 | $10,645 |
| TRIP.COM GROUP LTD ADS | $8,328 | $9,406 |
| VANECK VECTORS TR ETF VIETNAM ETF | $253 | $252 |
| WISDOMTREE INDIA ETF EARNINGS FUND | $6,133 | $6,066 |
| XINYI GLASS HOLDING CO LTD | $2,198 | $1,884 |
| ZIJIN MINING GP CO LTD | $8,468 | $7,644 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIMCO FLEXIBLE CREDIT INCOME FD | AT COST | $328,880 | $289,211 |
| ABBEY CAPITAL MULTI-MANAGER FUND LTD | AT COST | $297,162 | $295,797 |
| BLACKSTONE REALESTATE INCOME TR | AT COST | $83,803 | $77,046 |
| BLACKSTONE PRIVATE CRED FUND | AT COST | $40,000 | $39,765 |
| STEPSTONE PRIVATE VENTURE AND GROWTH FD | AT COST | $80,000 | $85,675 |
| TPG TWIN BROOK CAPITAL INC FD | AT COST | $42,301 | $41,661 |
| IRONWOOD INSTITUTIONAL MULTI-STRATEGY FD | AT COST | $53,515 | $53,130 |
| BLUE OWL CREDIT INCOME CORP CL I | AT COST | $40,000 | $40,042 |
| PARTNERS GROUP PRIVATE EQUITY LLC | AT COST | $80,000 | $81,291 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $325 | LegalFeesAmt |
| Net Investment Income | $163 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $163 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER ADJUSTMENT TO COST | Desc |
| Amt | $1,153 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,337 | $668 | $669 |
| ABBEY CAPITAL K-1 | $7,525 | $7,525 | $0 |
| DUES AND SUBSCRIPTIONS | $1,660 | $830 | $830 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ABBEY CAPITAL | Desc |
| Revenue And Expenses Per Books | $159 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $159 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $159 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $62,641 | Amt |
| Net Investment Income | $62,641 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,717 | Amt |
| Net Investment Income | $2,717 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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