MARTHA MERTZ FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARTHA MERTZ FOUNDATION INC (EIN 13-6129085)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202611279349101136
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T10:44:17-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061817585 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN AND BROWN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 DAIGNEAU TRAIL | AddressLine1Txt |
| City | VERMONTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12989 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136129085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA MERTZ FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 2126973723 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 DAIGNEAU TRAIL | AddressLine1Txt |
| City | VERMONTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12989 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE BROUSSARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2038560837 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL D BROWN | PreparerPersonNm |
| PTIN | P00644545 | PTIN |
| Phone | 2126973723 | PhoneNum |
| Preparation | 2026-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,112,393 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $45,280 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,280 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $202,821 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,821 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $161,472 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,286,692 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $161,472 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $409,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $409,573 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $302,227 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $102,657 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $199,570 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,442 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,945 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,497 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,894 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,894 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,298 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,493 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,959 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,490 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,469 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $170 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $42 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $128 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,796 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,387 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $389,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $135,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $249,551 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $448,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $448,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $837,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $135,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $697,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$427,599 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,756 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,008 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,477,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,105,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,105,042 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $695 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $695 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,889,544 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,003,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,996,121 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $135,282 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $11,300 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,535 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,535 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,558,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,119,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,112,393 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,078 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $11,078 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,547,235 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,119,636 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,547,235 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,119,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,558,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,119,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,547,235 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$427,599 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,119,636 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,119,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2 SHS. EMBECTA CORP. | P | 2015-03-17 | 2025-03-10 | $26 | $33 | -$7 | -$7 |
| 20 SHS. KYNDRYL HOLDINGS INC. | P | 2004-01-01 | 2025-03-10 | $678 | $42 | $636 | $636 |
| 46 SHS. ASHLAND INC. | P | 2008-11-14 | 2025-03-11 | $2,599 | $405 | $2,194 | $2,194 |
| 100 SHS. NOKIA ADR | P | 2001-04-18 | 2025-03-10 | $513 | $2,811 | -$2,298 | -$2,298 |
| 518 SHS.CHEMOURS CO. | P | 2008-10-06 | 2025-03-11 | $6,868 | $2,831 | $4,037 | $4,037 |
| 500 SHS. GEN DIGITAL INC. | P | 1988-01-12 | 2025-03-11 | $13,665 | $16,427 | -$2,762 | -$2,762 |
| 2,000 SHS. NOKIA ADR | P | 2001-02-05 | 2025-03-11 | $10,340 | $65,820 | -$55,480 | -$55,480 |
| 101 SHS. VIATRIS INC. | P | 2002-12-31 | 2025-03-11 | $940 | $1,291 | -$351 | -$351 |
| 94 SHS. WARNER BROTHERS DISCOVERY INC. | P | 1988-01-12 | 2025-03-11 | $970 | $273 | $697 | $697 |
| 1,300 SHS. JOHN HANCOCK PREMIUM DIVIDEND FUND | P | 2012-11-28 | 2025-03-17 | $16,692 | $17,341 | -$649 | -$649 |
| 100 SHS. JOHN HANCOCK PREMIUM DIVIDEND FUND | P | 2012-11-27 | 2025-03-17 | $1,284 | $1,337 | -$53 | -$53 |
| 639 SHS. KAYNE ANDERSON ENERGY INFOSTRUCTURE | P | 2008-09-26 | 2025-03-17 | $8,102 | $20,070 | -$11,968 | -$11,968 |
| 524 SHS. NATIONAL PRESTO INDUSTRIES INC. | P | 2011-08-11 | 2025-03-17 | $45,986 | $49,669 | -$3,683 | -$3,683 |
| 1 SHS, NATIONAL PRESTO INDUSTRIES INC. | P | 2011-08-11 | 2025-03-17 | $88 | $95 | -$7 | -$7 |
| 5,613 SHS. DODGE & COX INCOME FUND | P | 2010-09-28 | 2025-03-18 | $71,239 | $74,990 | -$3,751 | -$3,751 |
| 600 SHS. MANITOWOC CO. INC. | P | 1988-01-15 | 2025-03-19 | $5,838 | $719 | $5,119 | $5,119 |
| 819 SHS. PFIZER INC. | P | 2002-12-31 | 2025-03-19 | $21,576 | $23,690 | -$2,114 | -$2,114 |
| 126 SHS. VALVOLINE INC. | P | 2008-11-14 | 2025-03-19 | $4,531 | $404 | $4,127 | $4,127 |
| 14 SHS. BECTON DICKINSON & CO. | P | 2015-03-14 | 2025-03-21 | $3,198 | $1,946 | $1,252 | $1,252 |
| 16 SHS. WABTEC | P | 2019-02-25 | 2025-03-21 | $2,919 | $1,249 | $1,670 | $1,670 |
| 1,200 SHS. HELEON PLC | P | 1990-12-04 | 2025-03-25 | $12,072 | $3,629 | $8,443 | $8,443 |
| 2,500 SHS. JOHN HANCOCK PREMIUM DIVIDEND FUND | P | 2011-10-21 | 2025-03-25 | $32,324 | $30,875 | $1,449 | $1,449 |
| 600 SHS. ISHARES TIPS BOND ETF | P | 2009-07-27 | 2025-04-02 | $66,364 | $60,097 | $6,267 | $6,267 |
| 933 SHS. KENVUE INC. | P | 2014-08-14 | 2025-04-14 | $21,067 | $11,553 | $9,514 | $9,514 |
| 142 SHS. SOLVENTUM CORP. | P | 2004-01-01 | 2025-04-14 | $9,491 | $678 | $8,813 | $8,813 |
| 210 SHS. NVIDIA | P | 2024-09-06 | 2025-04-16 | $22,154 | $21,501 | $653 | $653 |
| 600 SHS. BRISTOL MYERS SQUIBB CO. | P | 2015-12-30 | 2025-05-02 | $29,927 | $41,914 | -$11,987 | -$11,987 |
| 828 SHS. US BANCORP | P | 2007-12-26 | 2025-05-02 | $34,129 | $26,836 | $7,293 | $7,293 |
| 2 CALL SALESFORCE INC. | P | 2025-05-19 | 2025-05-20 | $849 | $841 | $8 | $8 |
| 5 CALL ALPHABET INC. | P | 2025-06-20 | 2025-06-20 | $1,847 | $1,847 | $1,847 | |
| 690 SHS. BRISTOL MYERS SQUIBB CO. | P | 2015-12-30 | 2025-05-23 | $32,430 | $48,201 | -$15,771 | -$15,771 |
| 30 SHS. BERCKSHIRE HATHAWAY INC. | P | 2025-05-29 | 2025-07-01 | $14,670 | $15,313 | -$643 | -$643 |
| 95 SHS. ALPHABET INC. CL C | P | 2016-02-01 | 2025-07-14 | $17,333 | $3,559 | $13,774 | $13,774 |
| 2,550 SHS. INTEL CORP. | P | 1994-06-10 | 2025-07-14 | $59,492 | $9,592 | $49,900 | $49,900 |
| 2,500 SHS. BAXTER INTERNATIONAL INC. | P | 2004-10-14 | 2025-07-31 | $56,263 | $79,949 | -$23,686 | -$23,686 |
| 383 SHS. JOHNSON & JOHNSON | P | 2014-08-04 | 2025-07-31 | $63,770 | $38,094 | $25,676 | $25,676 |
| 200 SHS. PAN AMENR SILVER CORP. | P | 2023-03-31 | 2025-07-31 | $5,401 | $3,655 | $1,746 | $1,746 |
| 188 SHS. PAN AMENR SILVER CORP. | P | 2023-03-31 | 2025-07-31 | $3,192 | $2,156 | $1,036 | $1,036 |
| 33 SHS PAN AMENR SILVER CORP. | P | 2023-03-31 | 2025-07-31 | $891 | $603 | $288 | $288 |
| 329 SHS. CHART INDUSTRIES INC. | P | 2025-04-04 | 2025-08-01 | $62,069 | $38,313 | $23,756 | $23,756 |
| 10 CALL APPLE INC. | P | 2025-08-08 | 2025-08-11 | $1,703 | $8,757 | -$7,054 | -$7,054 |
| 125 SHS.GE HEALTHCARE TECHNOLIGIES INC. | P | 1988-01-12 | 2025-03-11 | $9,263 | $648 | $8,615 | $8,615 |
| 600 SHS. IMPERIAL BRANDS PLC | P | 1996-01-05 | 2025-08-12 | $24,822 | $5,887 | $18,935 | $18,935 |
| 300 SHS. LANDBRIDGE CO.LLC CL A | P | 2025-04-04 | 2025-09-10 | $15,480 | $17,700 | -$2,220 | -$2,220 |
| 943 SHS. BLACKSTONE SECURE LENDING | P | 2025-07-16 | 2025-09-11 | $26,970 | $28,454 | -$1,484 | -$1,484 |
| 57 SHS. BLACKSTONE SECURED LENDING | P | 2025-07-16 | 2025-09-11 | $1,630 | $1,821 | -$191 | -$191 |
| 3,500 SHS. BLACKSTONE SECURED LENDING | P | 2025-07-13 | 2025-09-22 | $95,620 | $110,405 | -$14,785 | -$14,785 |
| 200 SHS. HONEYWELL INTERNATIONAL INC. | P | 2025-09-18 | 2025-09-22 | $41,508 | $42,110 | -$602 | -$602 |
| 700 SHS. LANDBRIDGE CO. LLC CL A | P | 2025-04-04 | 2025-09-25 | $37,450 | $41,300 | -$3,850 | -$3,850 |
| 1,168 SHS. BLUE OWL CAPITAL CORP. | P | 2025-03-21 | 2025-09-30 | $14,834 | $17,311 | -$2,477 | -$2,477 |
| 82 SHS. BLUE OWL CAPITAL CORP. | P | 2025-03-11 | 2025-09-30 | $1,041 | $1,201 | -$160 | -$160 |
| 2,000 SHS. BLUE OWL CAPITAL CORP. | P | 2025-04-07 | 2025-10-06 | $25,280 | $27,600 | -$2,320 | -$2,320 |
| 100 SHS. EDWARDS LIFESCIENCES INC. | P | 2025-09-29 | 2025-10-09 | $7,560 | $7,650 | -$90 | -$90 |
| 7 SHS. GE VERNOVA INC. | P | 2025-08-11 | 2025-10-10 | $4,291 | $4,544 | -$253 | -$253 |
| 291 SHS. BANK AMERICA CORP. | P | 2008-01-04 | 2025-10-15 | $15,278 | $7,264 | $8,014 | $8,014 |
| 9 SHS. BANK OF AMERICA CORP. | P | 2008-01-04 | 2025-10-15 | $473 | $353 | $120 | $120 |
| 400 SHS. GRAYSCALE BITCOIN TRUST | P | 2025-10-14 | 2025-10-30 | $33,512 | $37,111 | -$3,599 | -$3,599 |
| 175 SHS. BOEING CO. | P | 2025-09-20 | 2025-11-05 | $34,475 | $37,818 | -$3,343 | -$3,343 |
| 410 SHS. TEXAS INSTRUMENTS INC. | P | 1988-01-15 | 2025-11-06 | $67,079 | $964 | $66,115 | $66,115 |
| 200 SHS. APPLE INC. | P | 1988-11-15 | 2025-12-02 | $57,264 | $70 | $57,194 | $57,194 |
| 50 SHS. BLACKSTONE INC. | P | 2025-10-30 | 2025-12-02 | $7,372 | $7,450 | -$78 | -$78 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $161,472 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,805 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,805 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $695 | OverpaymentAmt |
| Applied To ES Tax | $695 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALLEN AND BROWN | IndividualWithBooksNm |
| Phone | 2126973723 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 DAIGNEAU TRAIL | AddressLine1Txt |
| City | VERMONTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12989 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN B REILLY | ||||||||
| 176 BRECKS LANE | WILMINGTON | DE | 19807 | DIRECTOR | 2.00 | $108,316 | $0 | $0 |
| ROBERT A N CUDD | ||||||||
| 26 CONTENTMENT ISLE ROAD | DARIEN | CT | 06820 | V.P. & TREAS. | 20.00 | $9,900 | $0 | $21,840 |
| NANCY H CUDD | ||||||||
| 26 CONTENTMENT ISLE ROAD | DARIEN | CT | 06820 | SECRETARY | 5.00 | $9,900 | $0 | $14,400 |
| ANNE BROUSSARD | ||||||||
| 48 ORCHARD COMMONS ROAD | HINESBURG | VT | 05461 | PRESIDENT | 40.00 | $80,603 | $0 | $800 |
| VICTORIA BOLAND | ||||||||
| 3912 LEWIS RUN ROAD | NEWTOWN SQUARE | PA | 19073 | DIRECTOR | 2.00 | $9,900 | $0 | $18,334 |
| ELIZABETH MATTIS | ||||||||
| 805 POLO PLACE | GREAT FALLS | VA | 22066 | DIRECTOR | 2.00 | $9,900 | $0 | $18,334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,153,514 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,335,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,489,186 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,489,186 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,316,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $565,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $565,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,805 | TotalTaxAmt |
| Distributable Before Adj | $562,037 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $562,037 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $562,037 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $697,551 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $697,551 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $562,037 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,276 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,118 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,990 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,515 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $395,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $697,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $562,037 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $135,514 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $530,709 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $107,276 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $423,433 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,118 | ExcessFromYear4Amt |
| Excess From Year3 | $50,990 | ExcessFromYear3Amt |
| Excess From Year2 | $84,515 | ExcessFromYear2Amt |
| Excess From Year1 | $88,296 | ExcessFromYear1Amt |
| Excess From Current Year | $135,514 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF NYC | |||||||
| 223 EAST 30TH STREET | NEW YORK | NY | 10016 | NONE | PF | PROGRAMS FOR ADMINISTERING TO UNWED MOTHERS | $19,000 |
| BREAD AND LIFE | |||||||
| 795 LEXINGTON AVENUE | BROOKLYN | NY | 11221 | NONE | PF | PROGRAMS FOR ADMINISTERING TO UNWED MOTHERS | $30,000 |
| FORESTDALE INC | |||||||
| 67-35 112TH STREET | FOREST HILLS | NY | 11375 | NONE | PF | PROGRAMS FOR ADMINISTERING TO UNWED MOTHERS | $41,000 |
| GOOD SHEPHERD SERVICES | |||||||
| 305 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PF | PROGRAMS FOR ADMINISTERING TO UNWED MOTHERS | $105,000 |
| GRAND STREET SETTLEMENT | |||||||
| 80 PITT STREET | NEW YORK | NY | 10002 | NONE | PF | PROGRAMS FOR ADMINISTERING TO UNWED MOTHERS | $42,000 |
| HOMEWARD NYC | |||||||
| 475 RIVERSIDE DRIVE SUITE 740 | NEW YORK | NY | 10115 | NONE | PF | PROGRAMS FOR ADMINISTERING TO UNWED MOTHERS | $43,000 |
| PROVIDENCE HOUSE | |||||||
| P O BOX 210529 | BROOKLYN | NY | 11221 | NONE | PF | PROGRAMS FOR ADMINISTERING TO UNWED MOTHERS | $66,000 |
| RESTORE INC | |||||||
| P O BOX 1003 BOWLING GREEN STATION | NEW YORK | NY | 10274 | NONE | PF | PROGRAMS FOR ADMINISTERING TO UNWED MOTHERS | $34,000 |
| WOMEN IN NEED INC | |||||||
| 115 WEST 31ST STREET | NEW YORK | NY | 10001 | NONE | PF | PROGRAMS FOR ADMIISTERING TO UNWED MOTHERS | $52,000 |
| WOMEN'S PRISON ASSOCIATION | |||||||
| 347 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | PF | PROGRAMS FOR ADMINISTERING TO UNWED MOTHERS | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $448,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,280 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,821 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $161,472 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $409,573 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $409,573 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALLEN AND BROWN, LLC | CategoryTxt |
| Amt | $27,000 | Amt |
| Net Investment Income | $13,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 866 SHS. ABBVIE INC. | $72,935 | $197,872 |
| 457 SHS. AGILENT TECHNOLOGIES INC. | $1,626 | $62,184 |
| 888 SHS. ALLSTATE CORP. | $6,787 | $184,837 |
| 2,785 SHS. ALPHABET INC. CL C | $104,339 | $873,933 |
| 1,000 SHS. ARCHER DANIELS MIDLAND CO. | $30,905 | $57,490 |
| 7,762 SHS. APPLE INC. | $5,221 | $2,110,177 |
| 3,378 SHS. BANKAMERICA CORP. | $57,325 | $185,790 |
| 100 SHS. BANKAMERICA CORP. CONV PFD 7.25% | $58,331 | $125,200 |
| 4,800 SHS. COTERRA ENERGY INC. | $4,926 | $126,336 |
| 373 SHS. CARDINAL HEALTH INC. | $915 | $76,652 |
| 1,490 SHS CHEVRON INC. | $37,854 | $227,091 |
| 500 SHS. COCA COLA CO. | $519 | $34,955 |
| 1,865 SHS. CONOCOPHILLIPS INC. | $11,225 | $174,583 |
| 1008 SHS. CORTEVA INC. | $7,680 | $67,566 |
| 333 SHS. DUKE ENERGY CORP | $15,353 | $39,031 |
| 1008 SHS. DUPONT DE NEMOURS INC. | $22,008 | $40,522 |
| 1,500 SHS. EDWARDS LIFESCIENCES CORP. | $446 | $127,875 |
| 1,610 SHS. EXXON MOBIL | $35,135 | $193,747 |
| 375 SHS. GE AEROSPACE. | $5,296 | $115,511 |
| 500 SHS. GILEAD SCIENCES INC. | $36,092 | $61,370 |
| 960 SHS. GSK PLC SPON ADR | $23,889 | $47,078 |
| 500 SHS. HERSHEY COMPANY | $3,243 | $90,990 |
| 570 SHS. 3M COMPANY | $3,706 | $91,257 |
| 100 SHS. INTERNATIONAL BUSINESS MACHINES | $3,378 | $29,621 |
| 3,150 SHS JP MORGAN CHASE & CO. | $92,116 | $1,014,993 |
| 2,000 SHS MARATHON PETROLEUM CORP. | $8,687 | $325,260 |
| 1,000 SHS. MICROSOFT CORP. | $42,636 | $483,620 |
| 1,000 SHS. MORGAN STANLEY | $5,900 | $177,530 |
| 805 SHS. PHILLIPS 66 | $1,079 | $103,877 |
| 3,488 SHS. RTX CORP. | $71,314 | $639,699 |
| 500 SHS. S E I INVESTMENTS CO. | $1,002 | $41,010 |
| 2,200 SHS TEXAS INSTRUMENTS INC. | $181,370 | $381,678 |
| 900 SHS. TRAVELERS COS. INC. | $52,517 | $261,054 |
| 2,000 SHS. VALERO ENERGY CORP. NEW | $92,939 | $325,580 |
| 2,892 SHS. WAL-MART STORES INC. | $48,554 | $322,198 |
| 2,643 SHS. WASTE MANAGEMENT INC. | $114,090 | $580,694 |
| 179 SHS. ZOETIS INC. CL A | $5,539 | $22,522 |
| 800 SHS. AGNICO MINES LTD | $91,455 | $135,623 |
| 444 SHS. PALO ALTO NETWORKS INC. | $60,908 | $81,785 |
| 193 HS GE VERNOVA | $27,294 | $126,139 |
| 400 SHS. BLACKSTONE INC. | $57,438 | $61,656 |
| 10 SHS. BROADCOM INC. | $3,432 | $3,461 |
| 2,500 SGS DYNEX CAP INC. | $33,600 | $35,025 |
| 1,500 SHS. IREN LIMITED | $64,118 | $56,655 |
| 210 SHS. META PLATFORMS INC. CL A | $116,724 | $138,619 |
| 1,000 SHS. NEXTRA ENERGY INC. | $65,550 | $80,280 |
| 4,000 SHS. PIMCO DYNAMIC INCOME FUND | $73,125 | $70,840 |
| 504 SHS. QUANTITY ELECTRICTRONICS INC. | $12,831 | $41,152 |
| 1,500 SHS. SSR MINING INC. | $34,196 | $32,880 |
| 2,500 SHS. SOUTH BOW CORPORATION | $64,996 | $68,675 |
| 5,000 SHS. WHITECAP RES INC. | $30,820 | $41,948 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $11,300 | BOYBookValueAmt |
| EOY Book Value | $10,535 | EOYBookValueAmt |
| EOYFMV | $10,535 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE NYS | $790 | $197 | $593 |
| SECRETARIAL | $17,000 | $4,250 | $12,750 |
| INSURANCE | $4,946 | $1,237 | $3,710 |
| MISCELLANEOUS | $160 | $40 | $120 |
| BANK CHARGES | $286 | $72 | $214 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK OF AMERICA CUSTODY FEES | CategoryTxt |
| Amt | $1,894 | Amt |
| Net Investment Income | $1,894 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $3,805 | $0 | $0 |
| FOREIGN TAX WITHHELD | $1,493 | $1,493 | $0 |