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THE ALBARELL FAMILY: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE ALBARELL FAMILY (EIN 46-6444963)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201731329349100413
Schema version
2016v3.0
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)
Return2017-05-12T07:58:21-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232620120PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONCANNON MILLER & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11525 VALLEY CENTER PARKWAY STE 300AddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP180172285ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN466444963EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALBARELL FAMILYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALBABusinessNameControlTxt
Phone6108687150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11053 RESOLUTION DRIVEAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18017ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL M ALBARELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6108687150PhoneNum
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT E VITALE CPAPreparerPersonNm
PTINP00340880PTIN
Phone6104335501PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.172.199.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-09IPDt
IP Tm13:53:57IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionCreationDeviceId
At Submission Filing Device IdB58147CBD4FB365F48610D052AAA93643DCBF349AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$194,141FMVAssetsEOYAmt
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$477InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$477InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$403DividendsRevAndExpnssAmt
Dividends Net Invst Incm$403DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$880TotalRevAndExpnssAmt
Total Net Invst Incm$880TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$121OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$121OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$146TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$130TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,646TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$130TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,766ExcessRevenueOverExpensesAmt
Net Investment Income$750NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$193,439CashBOYAmt
Cash EOY$175,673CashEOYAmt
Cash EOYFMV$175,673CashEOYFMVAmt
Other Investments BOY$18,468OtherInvestmentsBOYAmt
Other Investments EOY$18,468OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,468OtherInvestmentsEOYFMVAmt
Total Assets BOY$211,907TotalAssetsBOYAmt
Total Assets EOY$194,141TotalAssetsEOYAmt
Total Assets EOYFMV$194,141TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,082OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,082OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,082TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,082TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$209,825UnrestrictedBOYAmt
Unrestricted EOY$192,059UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$209,825TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$192,059TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$211,907TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$194,141TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$209,825TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,766ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$192,059SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$192,059TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$220,948NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061100DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$220,235NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045406DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$36,121NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.276847DistributionYr3Rt
Total Distribution0.383353TotalDistributionRt
Average Distribution0.127784AverageDistributionRt
Net Vl Noncharitable Assets$206,253NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,356AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,364AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$15TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL M ALBARELLIndividualWithBooksNm
Phone6108687150PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11053 RESOLUTION DRIVEAddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL M ALBARELL
1053 RESOLUTION DRIVEBETHLEHEMPA18017TRUSTEE1.00$0$0$0
LYNN ALBARELL
1053 RESOLUTION DRIVEBETHLEHEMPA18017TRUSTEE1.00$0$0$0
KERRY WROBEL
3302 MERCHANT DRIVEBETHLEHEMPA18017TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,278AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$191,116AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$209,394TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$209,394AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,141CashDeemedCharitableAmt
Net Vl Noncharitable Assets$206,253NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,313MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,313MinimumInvestmentReturnAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Total Tax$15TotalTaxAmt
Distributable Before Adj$10,298DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,298DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,298DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,298DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$7,183ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$2,469ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,652TotalExcessDistributionCyovAmt
Qualifying Distributions$18,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,298AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,202RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$17,854TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$17,854ExcessDistriCyovToNextYrAmt
Excess From Year3$7,183ExcessFromYear3Amt
Excess From Year1$2,469ExcessFromYear1Amt
Excess From Current Year$8,202ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL M ALBARELLContributingManagerNm
Contributing ManagerLYNN ALBARELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST FRANCIS CENTER FOR RENEWAL
395 BRIDLE PATH RDBETHLEHEMPA18017NONEPCCHARITABLE$6,000
MORAVIAN COLLEGE ANNUAL GIVING
1200 MAIN STREETBETHLEHEMPA18018NONEPCCHARITABLE$3,000
NORTHAMPTON COMMUNITY COLLEGE
3835 GREEN POND ROADBETHLEHEMPA18020NONEPCCHARITABLE$2,500
ST FRANCIS RETREAT HOUSE
3918 CHIPMAN RDEASTONPA18045NONEPCCHARITABLE$2,500
WIDENER UNIVERSITY
ONE UNIVERSITY PLACECHESTERPA19013NONEPCCHARITABLE$2,500
NATIONAL MUSEUM OF INDUSTRIAL HISTORY
602 EAST 2ND STREETBETHLEHEMPA18015NONEPCCHARITABLE$1,000
CIVIL WAR TRUST
1140 PROFESSIONAL COURTHAGERSTOWNMD21740NONEPCCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$477ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$403ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$880ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$880TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$18,468BookValueAmt
EOYFMV$18,468EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO M. ALBARELLDesc
BOY Book Value$2,082BOYBookValueAmt
EOY Book Value$2,082EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$121Amt
Net Investment Income$121NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$9$9$0
FEDERAL EXCISE TAX$16$0$0

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