BETA

THE HELM FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE HELM FOUNDATION INC (EIN 26-0001014)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202601359349102235
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)
Return2026-05-15T10:57:36-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ Advisors LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line168 SOUTH SERVICE ROAD STE 300AddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260001014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HELM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SCOTT HELMInCareOfNm
Business Name ControlHELMBusinessNameControlTxt
Phone6314144000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CBIZ LLC -68 SOUTH SERVICE RDAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT HELMPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6314144000PhoneNum
Signature2025-12-15SignatureDt
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 PersonRONALD FINKELSTEINPreparerPersonNm
PTINP00301744PTIN
Phone6314144000PhoneNum
Preparation2025-12-15PreparationDt
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$7,226,801FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,148,850ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$86,336DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,336DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,481,781NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,971,244GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,481,781CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,716,967TotalRevAndExpnssAmt
Total Net Invst Incm$5,568,117TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$5,371OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,371OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$45,455DeprecAndDpltnRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$50,826TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,371TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$172,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$172,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$223,326TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,371TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$172,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,493,641ExcessRevenueOverExpensesAmt
Net Investment Income$5,562,746NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,588CashBOYAmt
Cash EOY$20,588CashEOYAmt
Cash EOYFMV$20,588CashEOYFMVAmt
Sav And Temp Cash Invst BOY$36,133SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,915,839SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,915,839SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$433,570CorporateStockBOYAmt
Corporate Stock EOY$433,572CorporateStockEOYAmt
Corporate Stock EOYFMV$580,917CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,280,640LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$571,183LandBldgEquipAccumDeprecAmt
Land BOY$754,912LandBOYAmt
Land EOY$709,457LandEOYAmt
Land EOYFMV$709,457LandEOYFMVAmt
Total Assets BOY$1,245,203TotalAssetsBOYAmt
Total Assets EOY$7,079,456TotalAssetsEOYAmt
Total Assets EOYFMV$7,226,801TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,245,203CapitalStockBOYAmt
Capital Stock EOY$7,079,456CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,245,203TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,079,456TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,245,203TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,079,456TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,245,203TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,493,641ExcessRevenueOverExpensesAmt
Subtotal$12,738,844SubtotalAmt
Other Decreases$5,659,388OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,079,456TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - L/TD$2,807,154$240,561$2,566,593$2,566,593
PUBLICLY TRADED SECURITIES - L/TD$3,143,167$248,902$2,894,265$2,894,265
CAPITAL GAIN DIVIDENDSP$20,923
CAPITAL GAIN DIVIDENDSP$20,923
FieldValueIRS element (for citing)
Capital Gain Net Income$5,481,781CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$77,322InvestmentIncomeExciseTaxAmt
Subtotal$77,322SubtotalAmt
Tax Based On Investment Income$77,322TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,033EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$103,033TotalPaymentsAndCreditsAmt
Overpayment$25,711OverpaymentAmt
Applied To ES Tax$25,711AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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 StateILOrgReportOrRegisterStateCd
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 Line1SCOTT HELMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6314144000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O CBIZ LLC - 68 SOUTH SERVICE ROAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Lesley Malin Helm
C/O CBIZ LLC -68 SOUTH SERVICE RDMELVILLENY11747President1.0$0$0$0
Scott Helm
C/O CBIZ LLC -68 SOUTH SERVICE RDMELVILLENY11747VP, Secretary and Treasurer2.0$0$0$0
Gladys M Helm
C/O CBIZ LLC -68 SOUTH SERVICE RDMELVILLENY11747Director1.0$0$0$0
JoAnne C Malin
C/O CBIZ LLC -68 SOUTH SERVICE RDMELVILLENY11747Director1.0$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$563,456AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,182,207AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,745,663TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,745,663AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,185CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,704,478NetVlNoncharitableAssetsAmt
Minimum Investment Return$135,224MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$135,224MinimumInvestmentReturnAmt
Tax Based On Investment Income$77,322TaxBasedOnInvestmentIncomeAmt
Total Tax$77,322TotalTaxAmt
Distributable Before Adj$57,902DistributableBeforeAdjAmt
Distributable Before Ded$57,902DistributableBeforeDedAmt
Distributable As Adjusted$57,902DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$172,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$172,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,902DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$162,899ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$162,267ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$408,337ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$733,503TotalExcessDistributionCyovAmt
Qualifying Distributions$172,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$57,902AppliedToCurrentYearAmt
Remaining Distri From Corpus$114,598RemainingDistriFromCorpusAmt
Total Corpus$848,101TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$162,899ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$685,202ExcessDistriCyovToNextYrAmt
Excess From Year4$162,267ExcessFromYear4Amt
Excess From Year3$408,337ExcessFromYear3Amt
Excess From Current Year$114,598ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSCOTT HELMContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE STATEMENT BBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE STATEMENT BAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSEE STATEMENT BGrantOrContributionPurposeTxt
Amt$172,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$172,500TotalGrantOrContriPdDurYrAmt

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$86,336ExclusionAmt
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$5,481,781ExclusionAmt
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$5,568,117ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,568,117TotalIncomeProducingActyAmt

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 PersonScott HelmContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O CBIZ ADVISORS - 68 SOUTH SERVICAddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,148,850TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
120,000 SHS VISTRA CORP 92840M102 / VST$3,068,6002024-12-09
120,000 SHS VISTRA CORP 92840M102 / VST$3,080,2502025-05-19

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyBUILDINGPropertyDesc
Acquired2014-02-01AcquiredDt
Cost Or Other Basis$1,250,000CostOrOtherBasisAmt
Prior Year Depreciation$525,730PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Life27LifeRt
Current Year Expense$45,455CurrentYearExpenseAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIES - STMT AStockNm
EOY Book Value$433,572EOYBookValueAmt
EOYFMV$580,917EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemBUILDINGCategoryOrItemTxt
Cost Or Other Basis$1,250,000CostOrOtherBasisAmt
Accumulated Depreciation$571,185AccumulatedDepreciationAmt
Book Value$678,815BookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT TO FUND BALANCE FOR DONATION$0
OF APPRECIATED SECURITIES$5,659,388

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$5,371Amt
Net Investment Income$5,371NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX PAYMENTSCategoryTxt

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