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PERKINS FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PERKINS FOUNDATION INC (EIN 20-8523229)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-18
IRS object ID
202640779349100804
Schema version
2025v4.0
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)
Return2026-03-18T10:29:07-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN934708866PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EAG TRIANGLE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 SUNDAY DRIVE SUITE 300AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27607ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208523229EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PERKINS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERKBusinessNameControlTxt
Phone9199350178PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 525AddressLine1Txt
CitySANFORDCityNm
State AbbreviationNCStateAbbreviationCd
ZIP273310525ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE R PERKINS JRPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9199350178PhoneNum
Signature2026-03-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN ALFREDPreparerPersonNm
PTINP01716398PTIN
Phone9192325900PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,489,707FMVAssetsEOYAmt
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$527InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$527InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$100,609DividendsRevAndExpnssAmt
Dividends Net Invst Incm$100,609DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$389,318NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$966,817GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$389,318CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$490,454TotalRevAndExpnssAmt
Total Net Invst Incm$490,454TotalNetInvstIncmAmt
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$23,093OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,093OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$19,426TaxesRevAndExpnssAmt
Taxes Net Invst Incm$633TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,519TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,726TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,069TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,726TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$85,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$362,385ExcessRevenueOverExpensesAmt
Net Investment Income$466,728NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,125CashBOYAmt
Cash EOY$27,809CashEOYAmt
Cash EOYFMV$27,809CashEOYFMVAmt
Other Assets BOY$2,512,220OtherAssetsBOYAmt
Other Assets EOY$2,862,921OtherAssetsEOYAmt
Other Assets EOYFMV$3,461,898OtherAssetsEOYFMVAmt
Total Assets BOY$2,528,345TotalAssetsBOYAmt
Total Assets EOY$2,890,730TotalAssetsEOYAmt
Total Assets EOYFMV$3,489,707TotalAssetsEOYFMVAmt
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$2,528,345RetainedEarningBOYAmt
Retained Earning EOY$2,890,730RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,528,345TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,890,730TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,528,345TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,890,730TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,528,345TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$362,385ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,890,730SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,890,730TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CAP TRUST RGD-008203 PUBLICLY TRADED SECURITY$216,081$211,237$4,844$4,844
CAP TRUST RGD-008203 PUBLICLY TRADED SECURITY$300,272$195,352$104,920$104,920
CAP TRUST RGD-008203 PUBLICLY TRADED SECURITY$433,872$170,910$262,962$262,962
CAPITAL GAINS DIVIDENDS$16,592$16,592$16,592P
FieldValueIRS element (for citing)
Capital Gain Net Income$389,318CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,488InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,488SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,488TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,512OverpaymentAmt
Applied To ES Tax$3,512AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
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 BooksR MICHAEL GRAYIndividualWithBooksNm
Phone9198706822PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14208 SIX FORKS ROAD SUITE 1700AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
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

FieldValueIRS element (for citing)
PersonGEORGE R PERKINS JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 525AddressLine1Txt
CitySANFORDCityNm
State AbbreviationNCStateAbbreviationCd
ZIP273310525ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$3,049,854AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,071AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$229,655FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,344,580TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,344,580AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,169CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,294,411NetVlNoncharitableAssetsAmt
Minimum Investment Return$164,721MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$164,721MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,488TaxBasedOnInvestmentIncomeAmt
Total Tax$6,488TotalTaxAmt
Distributable Before Adj$158,233DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$158,233DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$158,233DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$85,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$158,233DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$35,617ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,017ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,993ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,595ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,642ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$84,864TotalExcessDistributionCyovAmt
Qualifying Distributions$85,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$85,550AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$72,683ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$72,683ExcessDistributionCyovAppCYAmt
Total Corpus$12,181TotalCorpusAmt
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$12,181ExcessDistriCyovToNextYrAmt
Excess From Year3$5,944ExcessFromYear3Amt
Excess From Year2$1,595ExcessFromYear2Amt
Excess From Year1$4,642ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASCEND LEADERSHIP ACADEMY
283 HARVEY FAULK RDSANFORDNC27332PCOUTREACH PROGRAMS$2,000
FIRST PRESBYTERIAN CHURCH
203 HAWKINS AVENUESANFORDNC27330PCOUTREACH PROGRAMS$250
PROVIDENCE BAPTIST CHURCH
1106 TUSCALOOSA STGREENSBORONC27406PCOUTREACH PROGRAMS$500
BOY SCOUTS OF AMERICA - OCCONEECHEE COUNCIL
3231 ATLANTIC AVERALEIGHNC27604PCOUTREACH PROGRAMS$5,000
DISABILITY RIGHTS NORTH CAROLINA
3724 NATIONAL DRIVE SUITE 100RALEIGHNC27612PCOUTREACH PROGRAMS$250
DOWNTOWN SANFORD INC
229 CARTHAGE STSANFORDNC27330PCOUTREACH PROGRAMS$500
FAMILY PROMISE OF LEE COUNTY
PO BOX 2862SANFORDNC27331PCOUTREACH PROGRAMS$100
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129PCOUTREACH PROGRAMS$1,000
FIRST BAPTIST CHURCH
202 SUMMITT DRIVESANFORDNC27330PCOUTREACH PROGRAMS$48,600
GRACE CHRISTIAN SCHOOL GRACE CHAPEL CHURCH
PO BOX 1408SANFORDNC27331PCOUTREACH PROGRAMS$10,000
LEE COUNTY EDUCATION FOUNDATION
PO BOX 98SANFORDNC27331PCOUTREACH PROGRAMS$5,000
VFW FOUNDATION
P406 W 34TH ST STE 920KANSAS CITYMO64111PCOUTREACH PROGRAMS$100
RAILROAD HOUSE HISTORICAL SOCIETY
110 CHARLOTTE AVESANFORDNC27330PCOUTREACH PROGRAMS$100
SANDHILLS CLASSICAL CHRISTIAN SCHOOL INC
1487 RAYS BRIDGE RDCARTHAGENC28327PCOUTREACH PROGRAMS$5,000
TEMPLE THEATRE COMPANY INC
120 CARTHAGE STSANFORDNC27330PCOUTREACH PROGRAMS$5,000
THE UNIT FOUNDATION
PO BOX 1281VASSNC28394PCOUTREACH PROGRAMS$1,000
TLC GOLF
739 CHAPPELL DRRALEIGHNC27606PCOUTREACH PROGRAMS$150
WALLACE PRESBYTERIAN CHURCH
205 WEST MAIN STREETWALLACENC28466PCOUTREACH PROGRAMS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,550TotalGrantOrContriPdDurYrAmt
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$527ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$100,609ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$389,318ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$490,454ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$490,454TotalIncomeProducingActyAmt

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionFOUNDATION 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 A YEAR BEFORE 2016.ElectionDesc

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$1,368,502$1,713,789$1,851,981
EXCHANGE TRADED PRODUCTS$541,310$762,952$798,655
EQUITIES$430,883$214,655$597,500
LIFE INSURANCE POLICY$171,525$171,525$213,762

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$23,093Amt
Net Investment Income$23,093NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$633$633$0
EXCISE TAXES$18,793$0$0

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