ANDREWS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANDREWS FAMILY FOUNDATION (EIN 20-0368768)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-11-13
IRS object ID
202523179349103587
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)
Return2025-11-13T17:25:28-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN840803727PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REESE HENRY & COMPANY INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 E MAIN ST STE 2AddressLine1Txt
CityASPENCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81611ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200368768EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREWS FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O REESE HENRY & COMPANY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone9709227112PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 E MAIN STREET STE 2AddressLine1Txt
CityASPENCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRY ANDREWSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9709227112PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY G BOGGS CPAPreparerPersonNm
PTINP00156760PTIN
Phone9709253771PhoneNum
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$917,179FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$141,494DividendsRevAndExpnssAmt
Dividends Net Invst Incm$141,494DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,207NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,481,219GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,207CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$143,701TotalRevAndExpnssAmt
Total Net Invst Incm$143,701TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$120,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$120,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,127AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,127AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$118TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$125,245TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$125,127TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$267,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$267,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$392,245TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$125,127TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$267,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$248,544ExcessRevenueOverExpensesAmt
Net Investment Income$18,574NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,881CashBOYAmt
Cash EOY$28,636CashEOYAmt
Cash EOYFMV$28,636CashEOYFMVAmt
Sav And Temp Cash Invst BOY$49,114SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,547SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,547SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,217,473OtherInvestmentsBOYAmt
Other Investments EOY$991,741OtherInvestmentsEOYAmt
Other Investments EOYFMV$879,996OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,277,468TotalAssetsBOYAmt
Total Assets EOY$1,028,924TotalAssetsEOYAmt
Total Assets EOYFMV$917,179TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,277,468RetainedEarningBOYAmt
Retained Earning EOY$1,028,924RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,277,468TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,028,924TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,277,468TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,028,924TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,277,468TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$248,544ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,028,924SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,028,924TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCHWABPropertyDesc
Gross Sales Price$8,481,219GrossSalesPriceAmt
Cost Or Other Basis$8,479,012CostOrOtherBasisAmt
Gain Or Loss$2,207GainOrLossAmt
Gains Minus Excess Or Losses$2,207GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,207CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$258InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$258SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$258TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$258TaxDueAmt

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 StateCOOrgReportOrRegisterStateCd
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 BooksHARRY ANDREWS CO REESE HENRY COIndividualWithBooksNm
Phone9709253771PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 E MAIN STREET STE 2AddressLine1Txt
CityASPENCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81611ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
HARRY C ANDREWS
400 E MAIN STREET STE 2ASPENCO81611DIRECTOR1.00$120,000$0$0
KAREN E ANDREWS
400 E MAIN STREET STE 2ASPENCO81611DIRECTOR1.00$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$939,578AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$151,032AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,090,610TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,090,610AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,359CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,074,251NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,713MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,713MinimumInvestmentReturnAmt
Tax Based On Investment Income$258TaxBasedOnInvestmentIncomeAmt
Total Tax$258TotalTaxAmt
Distributable Before Adj$53,455DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,455DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,455DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$267,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$267,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,455DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$185,181ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$340,947ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$304,454ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$271,818ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$324,813ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,427,213TotalExcessDistributionCyovAmt
Qualifying Distributions$267,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,455AppliedToCurrentYearAmt
Remaining Distri From Corpus$213,545RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,640,758TotalCorpusAmt
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$185,181ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,455,577ExcessDistriCyovToNextYrAmt
Excess From Year4$340,947ExcessFromYear4Amt
Excess From Year3$304,454ExcessFromYear3Amt
Excess From Year2$271,818ExcessFromYear2Amt
Excess From Year1$324,813ExcessFromYear1Amt
Excess From Current Year$213,545ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHARRY C ANDREWSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL-STAR ANIMAL HOSPITAL
16772 W BELL RD 105SURPRISEAZ85374NO RELATIONSHIPPUBLIC CHARITYGENERAL PURPOSE$10,000
ASPEN ANIMAL SHELTER
101 ANIMAL SHELTER ROADASPENCO81611NO RELATIONSHIPPUBLIC CHARITYGENERAL PURPOSE$6,000
CHANDLER SCHOOL
1005 ARMADA DRPASADENACA91103NO RELATIONSHIPPUBLIC CHARITYGENERAL PURPOSE$50,000
GREAT LAKES ACADEMY
8401 S SAGINAW AVECHICAGOIL60617NO RELATIONSHIPPUBLIC CHARITYGENERAL PURPOSE$30,000
HALO ANIMAL RESCUE
3227 E BELL RD D151PHOENIXAZ85032NO RELATIONSHIPPUBLIC CHARITYGENERAL PURPOSE$1,000
MAYO CLINIC
8888 E RAINTREE DRSCOTTSDALEAZ85260NO RELATIONSHIPPUBLIC CHARITYGENERAL PURPOSE$100,000
SHELDRICK WILDLIFE TRUST
25283 CABOT ROAD SUITE 101LAGUNA HILLSCA92653NO RELATIONSHIPPUBLIC CHARITYGENERAL PURPOSE$10,000
THACHER SCHOOL
5025 THACHER RDOJAICA93023NO RELATIONSHIPPUBLIC CHARITYGENERAL PURPOSE$50,000
LEGADO INC
PO BOX 173JACKSONNH03846NO RELATIONSHIPPUBLIC CHARITYGENERAL PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$267,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$141,494ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,207ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$143,701ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$143,701TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$5,127Amt
Net Investment Income$5,127NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionANDREWS FAMILY FOUNDATION ELECTS UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2008.ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWABCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$991,741BookValueAmt
EOYFMV$879,996EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2023 990-PF TAXCategoryTxt
Amt$118Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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