BRODER FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BRODER FAMILY FOUNDATION INC (EIN 20-3979691)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-08
IRS object ID
202611299349100101
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-08T23:26:30-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203979691EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Broder Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBRODBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPaul BroderPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$58,257,835FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$57,524InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$57,524InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$754,926DividendsRevAndExpnssAmt
Dividends Net Invst Incm$754,926DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,340,550NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,182,634GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,340,550CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,153,000TotalRevAndExpnssAmt
Total Net Invst Incm$3,153,000TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$32,531TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$105,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$105,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$137,556TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$105,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,233,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,233,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,371,056TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,338,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$218,056ExcessRevenueOverExpensesAmt
Net Investment Income$3,153,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$289,292SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,204,020SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,204,020SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,938,835USGovernmentObligationsBOYAmt
US Government Obligations EOY$963,210USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,007,227USGovtObligationsEOYFMVAmt
Corporate Stock BOY$27,703,663CorporateStockBOYAmt
Corporate Stock EOY$27,546,504CorporateStockEOYAmt
Corporate Stock EOYFMV$56,046,588CorporateStockEOYFMVAmt
Total Assets BOY$29,931,790TotalAssetsBOYAmt
Total Assets EOY$29,713,734TotalAssetsEOYAmt
Total Assets EOYFMV$58,257,835TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$29,931,790RetainedEarningBOYAmt
Retained Earning EOY$29,713,734RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$29,931,790TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,713,734TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$29,931,790TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,713,734TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$29,931,790TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$218,056ExcessRevenueOverExpensesAmt
Subtotal$29,713,734SubtotalAmt
Tot Net Ast Or Fund Balances EOY$29,713,734TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$4,182,634GrossSalesPriceAmt
Cost Or Other Basis$1,842,084CostOrOtherBasisAmt
Gain Or Loss$2,340,550GainOrLossAmt
Gains Minus Excess Or Losses$2,340,550GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,340,550CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$43,827InvestmentIncomeExciseTaxAmt
Subtotal$43,827SubtotalAmt
Tax Based On Investment Income$43,827TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$14,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$27EsPenaltyAmt
Tax Due$29,454TaxDueAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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 StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Paul G Broder
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Kimberly J Griffiths
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 Walls Drive Ste 302AddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Service TypeAdministrativeServiceTypeTxt
Compensation$105,000CompensationAmt
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$52,559,729AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,458,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$54,018,637TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$54,018,637AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$810,280CashDeemedCharitableAmt
Net Vl Noncharitable Assets$53,208,357NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,660,418MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,660,418MinimumInvestmentReturnAmt
Tax Based On Investment Income$43,827TaxBasedOnInvestmentIncomeAmt
Total Tax$43,827TotalTaxAmt
Distributable Before Adj$2,616,591DistributableBeforeAdjAmt
Distributable Before Ded$2,616,591DistributableBeforeDedAmt
Distributable As Adjusted$2,616,591DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,338,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,338,525QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,616,591DistributableAsAdjustedAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr1$524,116ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$524,116TotalExcessDistributionCyovAmt
Qualifying Distributions$3,338,525QualifyingDistributionsAmt
Applied To Current Year$2,616,591AppliedToCurrentYearAmt
Remaining Distri From Corpus$721,934RemainingDistriFromCorpusAmt
Total Corpus$1,246,050TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,246,050ExcessDistriCyovToNextYrAmt
Excess From Year1$524,116ExcessFromYear1Amt
Excess From Current Year$721,934ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKimberly J GriffithsContributingManagerNm
Contributing ManagerPaul G BroderContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL SEATED IN A BARN
1925 NUTE STBAKERSFIELDCA93312N/APCFor rescuing horses from auction$20,000
AMNESTY INTERNATIONAL OF THE USA INC
311 43RD ST 7TH FLNEW YORKNY10036N/APCGeneral & Unrestricted$25,000
BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC
800 NORTHPOINT PKWYWEST PALM BEACHFL33407N/APCGeneral & Unrestricted$75,000
CAMP HORSEABILITY INC
PO BOX 410-1OLD WESTBURYNY11568N/APCGeneral & Unrestricted$5,000
CHILDREN'S TUMOR FOUNDATION
PO BOX 7247 MAILCODE 6895PHILADELPHIAPA19170N/APCGeneral & Unrestricted$20,000
COLBYS CREW RESCUE
988 PIPER WAYKESWICKVA22947N/APCFor rescuing horses from the kill pen$20,000
COPE FOUNDATION INC
718 WALT WHITMAN RD UNIT 1251MELVILLENY11747N/APCGeneral & Unrestricted$25,000
DRUGS FOR NEGLECTED DISEASES INITIATIVE NORTH AMER
40 RECTOR ST 16TH FLOORNEW YORKNY10006N/APCGeneral & Unrestricted$100,000
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BLVDGLENVIEWIL60026N/APCGeneral & Unrestricted$40,000
FEED THE HUNGRY PANTRY OF PALM BEACH COUNTY INC
8306 155TH PL NPALM BCH GDNSFL33418N/APCGeneral & Unrestricted$20,000
FEEDING SOUTH FLORIDA INC
2501 SW 32ND TERRRACEPEMBROKE PARKFL33023N/APCGeneral & Unrestricted$5,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
245 SUMMER ST MZ NM43ABOSTONMA02210N/APCGeneral & Unrestricted$2,000,000
FLORIDA EQUINE DISASTER RESPONSE CORP
PO BOX 3204OKEECHOBEEFL34973N/APCGeneral & Unrestricted$5,000
FOLDS OF HONOR FOUNDATION
DEPARTMENT 13TULSAOK74182N/APCGeneral & Unrestricted$30,000
FOUNDATION FOR APPALACHIAN KENTUCKY INC
420 MAIN STHAZARDKY41701N/APCGeneral & Unrestricted$30,000
FRESH RX
1260 S FEDERAL HWY STE 101BOYNTON BEACHFL33435N/APCGeneral & Unrestricted$75,000
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE NW STE 500WASHINGTONDC20007N/APCGeneral & Unrestricted$25,000
GODS PANTRY FOOD BANK INC
2201 INNOVATION DRLEXINGTONKY40511N/APCGeneral & Unrestricted$10,000
GRASSROOTS INTERNATIONAL INC
867 BOYLSTON ST SUITE 500 1721BOSTONMA02116N/APCGeneral & Unrestricted$25,000
HABITAT FOR HUMANITY OF PALM BEACH COUNTY
6758 N MILITARY TRAIL STE 301WEST PALM BEACHFL33407N/APCGeneral & Unrestricted$50,000
INSTITUTE FOR JUSTICE
901 N GLEBE RD STE 900ARLINGTONVA22203N/APCGeneral & Unrestricted$100,000
JOSHS BENCHES FOR AWARENESS
PO BOX 540022GREENACRESFL33454N/APCGeneral & Unrestricted$25,000
JUSTWORLD INTERNATIONAL INC
11924 FOREST HILL BLVD STE 10A-396WELLINGTONFL33414N/APCGeneral & Unrestricted$98,500
K9S FOR WARRIORS INC
114 CAMP K9 RDPONTE VEDRA BEACHFL32081N/APCGeneral & Unrestricted$10,000
MEDECINS SANS FRONTIERES USA INC
PO BOX 5030HAGERSTOWNMD21741N/APCGeneral & Unrestricted$25,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 YORK AVENEW YORKNY10065N/APCGeneral & Unrestricted$50,000
MOMENTUM WHEELS FOR HUMANITY
9509 VASSAR AVE UNIT ACHATSWORTHCA91311N/APCGeneral & Unrestricted$20,000
NATIONAL NETWORK OF ABORTION FUNDS
PO BOX 8452BURLINGTONVT05402N/APCGeneral & Unrestricted$5,000
OLD FIELD FARMS LTD
140 HARBOR RDSAINT JAMESNY11780N/APCGeneral & Unrestricted$30,000
PALM BEACH COUNTY FOOD BANK INC
701 BOUTWELL RD STE A2LK WORTH BCHFL33461N/APCGeneral & Unrestricted$5,000
PALM BEACH COUNTY SHERIFFS FOUNDATION
3228 GUN CLUB RDWEST PALM BCHFL33406N/APCGeneral & Unrestricted$50,000
PEGGY ADAMS ANIMAL RESCUE LEAGUE OF THE PALM BEACH
3200 N MILITARY TRLWEST PALM BCHFL33409N/APCGeneral & Unrestricted$5,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
PO BOX 97166WASHINGTONDC20090N/APCGeneral & Unrestricted$75,000
RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS I
1300 SPORTS CENTER DRLEXINGTONKY40502N/APCGeneral & Unrestricted$10,000
SWEET MERCIES RESCUE RANCH INC
2061 COUNTY RD 302GLEN ROSETX76043N/APCGeneral & Unrestricted$20,000
UNITED STATES EQUESTRIAN TEAM FOUNDATION INC
PO BOX 355GLADSTONENJ07934N/APCGeneral & Unrestricted$50,000
VINCEREMOS RIDING CENTER INC
13300 6TH CT NLOXAHATCHEEFL33470N/APCGeneral & Unrestricted$25,000
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC20090N/APCGeneral & Unrestricted$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,233,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,524ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$754,926ExclusionAmt
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$2,340,550ExclusionAmt
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$3,153,000ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,153,000TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INTERNATL INDEX INSTL$6,389,092$8,894,896
FIDELITY SEL PORT NATURAL RESO$1,578,319$3,537,713
FIDELITY TOTAL MARKET INDEX FU$16,221,582$34,495,732
SPDR GOLD SHARES$3,357,511$9,118,247

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$963,210USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,007,227USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$105,000$105,000
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$14,400
990-PF Excise Tax for 2024$18,131

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