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CALKINS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CALKINS FOUNDATION (EIN 46-1493389)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-09
IRS object ID
202542829349101114
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-09T16:06:51-05:00ReturnTs
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)
EIN461493389EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Calkins FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCALKBusinessNameControlTxt
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)
PersonJoseph CalkinsPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-10-08SignatureDt
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$2,320,893FMVAssetsEOYAmt
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$12,529InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,529InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$54,289DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,289DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$192,055NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$737,449GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$192,055CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$258,873TotalRevAndExpnssAmt
Total Net Invst Incm$258,873TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$14,010OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,010OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,246TaxesRevAndExpnssAmt
Taxes Net Invst Incm$146TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$16,463OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$16,463OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,719TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,156TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,463TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$433,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$433,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$465,719TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,156TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$449,463TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$206,846ExcessRevenueOverExpensesAmt
Net Investment Income$244,717NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$452,404SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$130,188SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$130,188SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,616,453CorporateStockBOYAmt
Corporate Stock EOY$1,731,823CorporateStockEOYAmt
Corporate Stock EOYFMV$2,190,705CorporateStockEOYFMVAmt
Total Assets BOY$2,068,857TotalAssetsBOYAmt
Total Assets EOY$1,862,011TotalAssetsEOYAmt
Total Assets EOYFMV$2,320,893TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,068,857RetainedEarningBOYAmt
Retained Earning EOY$1,862,011RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,068,857TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,862,011TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,068,857TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,862,011TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,068,857TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$206,846ExcessRevenueOverExpensesAmt
Subtotal$1,862,011SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,862,011TotNetAstOrFundBalancesEOYAmt

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$737,449GrossSalesPriceAmt
Cost Or Other Basis$545,394CostOrOtherBasisAmt
Gain Or Loss$192,055GainOrLossAmt
Gains Minus Excess Or Losses$192,055GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$192,055CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,402InvestmentIncomeExciseTaxAmt
Subtotal$3,402SubtotalAmt
Tax Based On Investment Income$3,402TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,682EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,800ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,482TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$80OverpaymentAmt
Applied To ES Tax$80AppliedToESTaxAmt

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 StateVAOrgReportOrRegisterStateCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Joseph M Calkins
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Sec, Dir1.0$0$0$0
Kara A Calkins
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas, VP1.0$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$2,281,646AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$294,882AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,576,528TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,576,528AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,648CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,537,880NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,894MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,894MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,402TaxBasedOnInvestmentIncomeAmt
Total Tax$3,402TotalTaxAmt
Distributable Before Adj$123,492DistributableBeforeAdjAmt
Distributable Before Ded$123,492DistributableBeforeDedAmt
Distributable As Adjusted$123,492DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$449,463ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$449,463QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$123,492DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$48,719ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$61,014ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$30,365ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$140,098TotalExcessDistributionCyovAmt
Qualifying Distributions$449,463QualifyingDistributionsAmt
Applied To Current Year$123,492AppliedToCurrentYearAmt
Remaining Distri From Corpus$325,971RemainingDistriFromCorpusAmt
Total Corpus$466,069TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$48,719ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$417,350ExcessDistriCyovToNextYrAmt
Excess From Year3$61,014ExcessFromYear3Amt
Excess From Year2$30,365ExcessFromYear2Amt
Excess From Current Year$325,971ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
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
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STSCOTTSDALEAZ85260N/APCGeneral & Unrestricted$5,000
AVALON A CENTER FOR WOMEN AND CHILDREN
PO BOX 6805WILLIAMSBURGVA23188N/APCGeneral & Unrestricted$1,000
CAMARADERIE FOUNDATION INC
16877 E COLONIAL DRIVE STE 411ORLANDOFL32820N/APCGeneral & Unrestricted$1,000
CARE NET RESOURCE PREGNANCY CENTERS INC
11747 JEFFERSON AVE STE 2DNEWPORT NEWSVA23606N/APCGeneral & Unrestricted$30,000
FAMILY FOUNDATION
707 E FRANKLIN STRICHMONDVA23219N/APCGeneral & Unrestricted$280,000
GROVE CHRISTIAN OUTREACH CENTER
8800 POCAHONTAS TRLWILLIAMSBURGVA23185N/APCGeneral & Unrestricted$1,000
LACKEY CLINIC
1620 OLD WILLIAMSBURG RDYORKTOWNVA23690N/APCGeneral & Unrestricted$1,000
ONELIFE INSTITUTE INC
544 N PENRYN RDMANHEIMPA17545N/APCGeneral & Unrestricted$20,000
OYSTER POINT ROTARY FOUNDATION
PO BOX 12145NEWPORT NEWSVA23612N/APCBikes for Kids Project$5,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCCharitable Event$20,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCHurricane Helene Relief Efforts$20,000
SEND INTERNATIONAL OF THE UNITED STATES INC
PO BOX 773126DETROITMI48277N/APCGeneral & Unrestricted$18,000
THE CIRCE INSTITUTE INC
6125 LUMBER LNKANNAPOLISNC28083N/APCGeneral & Unrestricted$10,000
THE RADIANCE FOUNDATION INCORPORATED
170 W MAIN ST STE 201PURCELLVILLEVA20132N/APCGeneral & Unrestricted$1,000
TURNING POINT USA INC
4940 EAST BEVERLY RDPHOENIXAZ85044N/APCGeneral & Unrestricted$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$433,000TotalGrantOrContriPdDurYrAmt

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$12,529ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,289ExclusionAmt
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$192,055ExclusionAmt
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$258,873ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$258,873TotalIncomeProducingActyAmt

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 (32 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AIR PRODS & CHEM INC$28,498$33,065
ALPHABET INC CL A$11,898$34,453
APPLE INC$8,511$37,563
BROADCOM INC$5,466$47,527
CAMBRIA ETF TR SHAREHOLDER YIE$76,197$87,299
CAMBRIA FOREIGN SHAREHOLDER YI$46,016$47,042
COGNIZANT TECHNOLOGY SOLUTIONS$29,977$33,605
DOUBLELINE LOW DURATION BOND F$45,999$46,485
FIDELITY NATIONAL INFORMATION$32,716$33,439
FIRST TR VALUE LN DV$67,755$89,506
FIRST TRUST RISING DIV ACHEIVE$41,642$55,592
FRANCO NEV CORP$27,272$34,101
GRANDEUR PEAK INTERNATIONAL ST$86,366$85,385
HARTFORD MULTIFACTOR DEVELOPED$92,863$105,609
INVESCO AEROSPACE & DEFENSE ET$16,089$17,095
INVESCO QQQ TRUST$24,180$114,004
ISHARES GOLD TR$87,437$115,358
JOHN HANCOCK INV GRADE BD FD C$202,420$206,195
JP MORGAN CHASE$9,180$34,758
JP MORGAN STRATEGIC INCOME OPP$68,166$67,988
JPMORGAN LIMITED DURATION BOND$45,428$46,213
META PLATFORMS INC$9,338$32,789
MICROSOFT CORP$3,368$32,034
PERFORMANCE TRUST TOTAL RETURN$79,544$80,124
SUN MICROSYSTEMS, INC.$63,457$78,049
UNION PACIFIC$32,658$33,294
VANGUARD DIVIDEND APPRECIATION$65,393$113,777
VANGUARD ENERGY ETF$32,135$34,088
VANGUARD HEALTHCARE INDEX FND$29,246$46,733
VANGUARD SHORT-TERM FEDERAL FD$191,180$186,117
VANGUARD SHORT-TERM INFLATION-$148,394$149,136
WHEATON PRECIOUS METALS CORP$23,034$32,282

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdministrative FeesDesc
Revenue And Expenses Per Books$16,463RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$16,463DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$14,010Amt
Net Investment Income$14,010NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2024$1,600
990-PF Extension for 2023$500
Foreign Tax Paid$146$146

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