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PEGGY JEAN CARUSO FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PEGGY JEAN CARUSO FOUNDATION (EIN 27-3214487)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-30
IRS object ID
201841509349100414
Schema version
2017v2.3
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)
Return2018-05-30T14:55:42-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823662668PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN MCDANIEL & LADSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12545 LAFAYETTE PLAZA DR STE AAddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP317070202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273214487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PEGGY JEAN CARUSO FOUNDATIONBusinessNameLine1Txt
Business Name Line2AB&T TRUST & INVESTMENTSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPEGGBusinessNameControlTxt
Phone2294462265PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 71269AddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP317081269ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMASVILLE NATIONAL BANKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2294462265PhoneNum
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonM ALAN LADSONPreparerPersonNm
PTINP00155931PTIN
Phone2298881144PhoneNum
Preparation2018-05-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.40.234.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-30IPDt
IP Tm13:55:42IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2579D11B0D00E543A341EDA6E06259AED96A3A62AtSubmissionCreationDeviceId
At Submission Filing Device Id2579D11B0D00E543A341EDA6E06259AED96A3A62AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,917,052FMVAssetsEOYAmt
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$30,902InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,902InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$30,902InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$18,083DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,083DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,083DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$59,607NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$124,975GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$108,592TotalRevAndExpnssAmt
Total Net Invst Incm$19,988TotalNetInvstIncmAmt
Total Adj Net Incm$48,985TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$18,962CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$87LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,350AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$21,399TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,325ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,325ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,724TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,325TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,132ExcessRevenueOverExpensesAmt
Net Investment Income$19,988NetInvestmentIncomeAmt
Adjusted Net Income$48,985AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$313,564CashBOYAmt
Cash EOY$280,780CashEOYAmt
Cash EOYFMV$280,780CashEOYFMVAmt
US Government Obligations BOY$804,110USGovernmentObligationsBOYAmt
Corporate Stock BOY$299,201CorporateStockBOYAmt
Corporate Stock EOY$252,333CorporateStockEOYAmt
Corporate Stock EOYFMV$571,046CorporateStockEOYFMVAmt
Corporate Bonds BOY$183,727CorporateBondsBOYAmt
Corporate Bonds EOY$1,061,498CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,065,226CorporateBondsEOYFMVAmt
Total Assets BOY$1,600,602TotalAssetsBOYAmt
Total Assets EOY$1,594,611TotalAssetsEOYAmt
Total Assets EOYFMV$1,917,052TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY-$833UnrestrictedBOYAmt
Unrestricted EOY$862UnrestrictedEOYAmt
Permanently Restricted BOY$1,601,435PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$1,593,749PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,600,602TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,594,611TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,600,602TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,594,611TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,600,602TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,132ExcessRevenueOverExpensesAmt
Subtotal$1,595,470SubtotalAmt
Other Decreases$859OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,594,611TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$93,421AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,853,687NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050397DistributionYr1Rt
Adjusted Qlfy Distri Yr2$97,995AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,867,922NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052462DistributionYr2Rt
Adjusted Qlfy Distri Yr3$99,778AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,971,303NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050615DistributionYr3Rt
Adjusted Qlfy Distri Yr4$101,376AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,002,340NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050629DistributionYr4Rt
Total Distribution0.204103TotalDistributionRt
Average Distribution0.051026AverageDistributionRt
Net Vl Noncharitable Assets$1,846,138NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$94,201AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$200NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$94,401AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$92,325QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$400InvestmentIncomeExciseTaxAmt
Subtotal$400SubtotalAmt
Tax Based On Investment Income$400TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$533EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$533TotalPaymentsAndCreditsAmt
Overpayment$133OverpaymentAmt
Applied To ES Tax$133AppliedToESTaxAmt

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 StateGAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksABT TRUST INVESTMENTSIndividualWithBooksNm
Phone2294462265PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12815 MEREDYTH DRIVEAddressLine1Txt
Address Line22815 MEREDYTH DRIVEAddressLine2Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMASVILLE NATIONAL BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 71269AddressLine1Txt
CityALBANYCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31707ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$18,962CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$554,008AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$297,172AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,023,072FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,874,252TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,874,252AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,114CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,846,138NetVlNoncharitableAssetsAmt
Minimum Investment Return$92,307MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$92,307MinimumInvestmentReturnAmt
Tax Based On Investment Income$400TaxBasedOnInvestmentIncomeAmt
Total Tax$400TotalTaxAmt
Distributable Before Adj$91,907DistributableBeforeAdjAmt
Distributable Before Ded$91,907DistributableBeforeDedAmt
Distributable As Adjusted$91,907DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,325ExpensesAndContributionsAmt
Qualifying Distributions$92,325QualifyingDistributionsAmt
Adjusted Qualifying Distri$92,325AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$91,907DistributableAsAdjustedAmt
Undistributed Income PY$92,132UndistributedIncomePYAmt
Qualifying Distributions$92,325QualifyingDistributionsAmt
Applied To Year1$92,132AppliedToYear1Amt
Applied To Current Year$193AppliedToCurrentYearAmt
Undistributed Income CY$91,714UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY INC
8400 SILVER CROSSINGOKLAHOMA CITYOK73162TAX-EXEMPTCHARITABLE$10,259
AMERICAN HEART ASSOCIATION
PO BOX 22035ST PETERSBURGFL33742TAX-EXEMPTCHARITABLE$10,258
AMERICAN VETERANS
3725 ALEXANDRIA PIKECOLD SPRINGKY41076TAX-EXEMPTCHARITABLE$10,258
EASTER SEALS SOUTHERN GA INC
1906 PALMYRA ROADALBANYGA31701TAX-EXEMPTCHARITABLE$10,259
HUMANE SOCIETY
PO BOX 3151ALBANYGA31706TAX-EXEMPTCHARITABLE$10,258
NORTH SHORE ANIMAL LEAGUE
16 LEWYT STREETPORT WASHINGTONNY11050TAX-EXEMPTCHARITABLE$10,258
ST JOSEPH'S INDIAN SCHOOL
PO BOX 100CHAMBERLAINSD57325TAX-EXEMPTCHARITABLE$10,258
ST LABRE INDIAN SCHOOL
PO BOX 216ASHLANDMT59003TAX-EXEMPTCHARITABLE$10,259
THE HUMANE SOCIETY OF THE US
2100 L STREET NWWASHINGTONDC20037TAX-EXEMPTCHARITABLE$10,258
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,325TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$30,902RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,083RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$59,607RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$108,592RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$108,592TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THE INVESTMENTS PROVIDED FUNDS FOR THE EXMPT PURPOSE OF
4THE FOUNDATION - MAKING CHARITABLE CONTRIBUTIONS TO IRC 501(C)(3) ORGANIZATIONS.

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLADSON & ASSOCIATES, LLCCategoryTxt
Amt$2,350Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
TNB FINANCIAL SERVICESPURCHASE$23,169$22,763$406
TNB FINANCIAL SERVICESPURCHASE$101,803$42,605$59,198

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$1,061,498EOYBookValueAmt
EOYFMV$1,065,226EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS EQUITIESStockNm
EOY Book Value$252,333EOYBookValueAmt
EOYFMV$571,046EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$87LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTSDesc
Amt$859Amt

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