The Kirk Family Foundation: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
The Kirk Family Foundation (EIN 52-2358200)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-03
IRS object ID
202543079349101274
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)
Return2025-11-03T11:43:52-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110200 Grand Central Ave Suite 320AddressLine1Txt
CityOwings MillsCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522358200EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Kirk Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE ORGANIZATIONInCareOfNm
Business Name ControlKIRKBusinessNameControlTxt
Phone4103632300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 477AddressLine1Txt
CityEllicott CityCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210410477ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonald H Kirk JRPersonNm
Person TitleOfficerPersonTitleTxt
Phone4103632300PhoneNum
Signature2025-05-15SignatureDt
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 PersonBrian J RayPreparerPersonNm
PTINP01278507PTIN
Phone4103633200PhoneNum
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$1,123,977FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$484,385ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$24,113DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,113DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$566NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$281,905GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$566CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$509,064TotalRevAndExpnssAmt
Total Net Invst Incm$24,679TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,922AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,922AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,826OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,826OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$299TaxesRevAndExpnssAmt
Taxes Net Invst Incm$299TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,047TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,125TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,922TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$347,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$347,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$358,547TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,125TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$352,422TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$150,517ExcessRevenueOverExpensesAmt
Net Investment Income$18,554NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,327SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,597SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,597SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$350,882USGovernmentObligationsBOYAmt
US Government Obligations EOY$20,783USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$20,783USGovtObligationsEOYFMVAmt
Corporate Stock BOY$115,913CorporateStockBOYAmt
Corporate Stock EOY$167,943CorporateStockEOYAmt
Corporate Stock EOYFMV$321,834CorporateStockEOYFMVAmt
Corporate Bonds BOY$35,522CorporateBondsBOYAmt
Corporate Bonds EOY$18,218CorporateBondsEOYAmt
Corporate Bonds EOYFMV$17,971CorporateBondsEOYFMVAmt
Other Investments BOY$390,337OtherInvestmentsBOYAmt
Other Investments EOY$664,289OtherInvestmentsEOYAmt
Other Investments EOYFMV$745,792OtherInvestmentsEOYFMVAmt
Total Assets BOY$908,981TotalAssetsBOYAmt
Total Assets EOY$888,830TotalAssetsEOYAmt
Total Assets EOYFMV$1,123,977TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$908,981NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$888,830NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$908,981TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$888,830TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$908,981TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$888,830TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$908,981TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$150,517ExcessRevenueOverExpensesAmt
Subtotal$1,059,498SubtotalAmt
Other Decreases$170,668OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$888,830TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$277,465$281,339-$3,874-$3,874
CAPITAL GAIN DIVIDENDS$4,440P
FieldValueIRS element (for citing)
Capital Gain Net Income$566CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$258InvestmentIncomeExciseTaxAmt
Subtotal$258SubtotalAmt
Tax Based On Investment Income$258TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,771EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$6,771TotalPaymentsAndCreditsAmt
Overpayment$6,513OverpaymentAmt
Applied To ES Tax$6,513AppliedToESTaxAmt

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 StateMDOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4103632300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110227 S DOLFIELD ROADAddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
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
DONALD H KIRK JR
PO BOX 477Ellicott CityMD21042PRESIDENT & TREASURER5.0$0$0$0
Patricia M Kirk
PO BOX 477Ellicott CityMD21042Vice President & Secretary5.0$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$840,975AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,130AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$905,105TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$905,105AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,577CashDeemedCharitableAmt
Net Vl Noncharitable Assets$891,528NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,576MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,576MinimumInvestmentReturnAmt
Tax Based On Investment Income$258TaxBasedOnInvestmentIncomeAmt
Total Tax$258TotalTaxAmt
Distributable Before Adj$44,318DistributableBeforeAdjAmt
Distributable Before Ded$44,318DistributableBeforeDedAmt
Distributable As Adjusted$44,318DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$352,422ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$352,422QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,318DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$306,519ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$293,880ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$310,596ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$368,357ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$356,281ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,635,633TotalExcessDistributionCyovAmt
Qualifying Distributions$352,422QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$44,318AppliedToCurrentYearAmt
Remaining Distri From Corpus$308,104RemainingDistriFromCorpusAmt
Total Corpus$1,943,737TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$306,519ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,637,218ExcessDistriCyovToNextYrAmt
Excess From Year4$293,880ExcessFromYear4Amt
Excess From Year3$310,596ExcessFromYear3Amt
Excess From Year2$368,357ExcessFromYear2Amt
Excess From Year1$356,281ExcessFromYear1Amt
Excess From Current Year$308,104ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD H KIRK JRContributingManagerNm
Contributing ManagerPATRICIA M KIRKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JOHNS HOPKINS KIMMEL CANCER
401 NORTH BROADWAYBALTIMOREMD21287NONEPCTO PROVIDE SUPPORT FOR THE KIMMEL CANCER CENTER PEDIATRIC ONCOLOGY RESEARCH$100,000
THE FAMILY TREE INC
2108 N CHARLES STREETBALTIMOREMD21218NONEPCTO STRENGTHEN FAMILIES AND PREVENT CHILD ABUSE AND NEGLECT IN MARYLAND$107,500
Johns Hopkins University
3400 N Charles StreetBaltimoreMD21218NONEPCTO PROVIDE SUPPORT FOR Blood Cancer Discovery Fund$100,000
UEMPOWER OF MD
760 RITCHIE HWYSEVERNA PARKMD21146NONEGENERAL DONATION$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$347,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,113ExclusionAmt
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$566ExclusionAmt
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$24,679ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,679TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDonald H Kirk JrContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13745 Dorsey Search CircleAddressLine1Txt
CityEllicott CityCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21042ZIPCd
FieldValueIRS element (for citing)
Total Contributions$484,385TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
173 SHARES OF Berkshire Hathaway BRKB$33,0842024-12-23
1112 SHARES OF Blackstone BX$19,1342024-12-23
1375 SHARES OF Bristol Myers BMY$21,4992024-12-23
1127 SHARES OF Consolidated Edison ED$11,4342024-12-23
184 SHARES OF Gallagher Arthur AJG$23,7802024-12-23
126 SHARES OF Invesco Nasdaq QQQM$5,5522024-12-23
172 SHARES OF Ishares Core S&P IVV$42,7202024-12-23
1260 SHARES OF Ishares Russell 2000 IWM$57,6992024-12-23
1112 SHARES OF JP Morgan Chase JPM$26,6112024-12-23
156 SHARES OF Lowes LOW$13,8722024-12-23
1178 SHARES OF Merck MRK$17,4532024-12-23
151 SHARES OF RTX CORP RTX$5,9402024-12-23
130 SHARES OF Texas Instrs TXN$5,6062024-12-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,922Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,922DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
PY BASIS ADJUSTMENT OF DONATED STOCK$60,974
CY EXCESS FMV VS. BASIS OF DONATED STOCK$109,694

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$5,826Amt
Net Investment Income$5,826NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$299Amt
Net Investment Income$299NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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