HOMEWOOD FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HOMEWOOD FAMILY FOUNDATION (EIN 46-1095356)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-18
IRS object ID
202611389349100236
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)
Return2026-05-18T14:52:01-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN314419361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN GERLACH & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 LAKE SHORE DR STE 220AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461095356EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOMEWOOD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOMEBusinessNameControlTxt
Phone6143326186PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14635 DOLPHIN CAY LN SAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID A HOMEWOODPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6143326186PhoneNum
Signature2026-05-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJON YERIAN CPAPreparerPersonNm
PTINP00575540PTIN
Phone6142242164PhoneNum
Preparation2026-05-18PreparationDt
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$1,193,239FMVAssetsEOYAmt
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$9InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$9InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,098DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,098DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$124,151NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$393,830GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$124,151CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$152,258TotalRevAndExpnssAmt
Total Net Invst Incm$152,258TotalNetInvstIncmAmt
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$3,721OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,721OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,721TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,721TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$67,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$67,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70,721TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,721TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$67,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$81,537ExcessRevenueOverExpensesAmt
Net Investment Income$148,537NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,535CashBOYAmt
Cash EOY$9,326CashEOYAmt
Cash EOYFMV$9,326CashEOYFMVAmt
Corporate Stock BOY$501,554CorporateStockBOYAmt
Corporate Stock EOY$374,374CorporateStockEOYAmt
Corporate Stock EOYFMV$481,881CorporateStockEOYFMVAmt
Corporate Bonds BOY$244,486CorporateBondsBOYAmt
Corporate Bonds EOY$219,148CorporateBondsEOYAmt
Corporate Bonds EOYFMV$193,410CorporateBondsEOYFMVAmt
Other Investments BOY$99,903OtherInvestmentsBOYAmt
Other Investments EOY$346,167OtherInvestmentsEOYAmt
Other Investments EOYFMV$508,622OtherInvestmentsEOYFMVAmt
Total Assets BOY$867,478TotalAssetsBOYAmt
Total Assets EOY$949,015TotalAssetsEOYAmt
Total Assets EOYFMV$1,193,239TotalAssetsEOYFMVAmt
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$867,478RetainedEarningBOYAmt
Retained Earning EOY$949,015RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$867,478TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$949,015TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$867,478TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$949,015TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$867,478TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$81,537ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$949,015SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$949,015TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DFCEX2025-04-16$3,205$2,918$287$287
DFIEX2025-04-16$10,339$8,836$1,503$1,503
DFIVX2025-04-16$6,097$5,306$791$791
DFFVX2025-04-16$13,112$13,325-$213-$213
DFFVX2025-04-16$206$209-$3-$3
SWTSX2025-04-16$230,000$169,564$60,436$60,436
SCHX2025-04-16$27,542$7,947$19,595$19,595
VTMGX2025-04-16$3,734$3,182$552$552
VBILX2025-04-16$28,387$33,148-$4,761-$4,761
DFCES2025-12-23$3,881$2,826$1,055$1,055
DFIEX2025-12-23$15,134$10,553$4,581$4,581
SCHX2025-12-23$52,193$11,865$40,328$40,328
FieldValueIRS element (for citing)
Capital Gain Net Income$124,151CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,065InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,065SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,065TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$900EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$900TotalPaymentsAndCreditsAmt
Es Penalty$34EsPenaltyAmt
Tax Due$1,199TaxDueAmt

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 StateOHOrgReportOrRegisterStateCd
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 BooksD ALAN HOMEWOODIndividualWithBooksNm
Phone6143326186PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14635 DOLPHIN CAY LN SAddressLine1Txt
CityST PETERBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33711ZIPCd
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)
PersonD ALAN HOMEWOODPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14635 DOLPHIN CAY LN SAddressLine1Txt
CityST PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33711ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
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$1,133,460AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,839AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,148,299TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,148,299AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,224CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,131,075NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,554MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,554MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,065TaxBasedOnInvestmentIncomeAmt
Total Tax$2,065TotalTaxAmt
Distributable Before Adj$54,489DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$54,489DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$54,489DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$67,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$67,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,489DistributableAsAdjustedAmt
Undistributed Income PY$50,824UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$67,000QualifyingDistributionsAmt
Applied To Year1$50,824AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,176AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$38,313UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerD ALAN HOMEWOODContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL INCLUSIVE LIVING
215 N FRONT ST STE 600COLUMBUSOH43215NONEPCGENERAL PURPOSE$20,000
ALL INCLUSIVE LIVING
215 N FRONT ST STE 600COLUMBUSOH43215NONEPCGENERAL PURPOSE$40,000
PCDH19 ALLIANCE
51 SAN MIGUEL WAYNOVATOCA94945NONEPCGENERAL PURPOSE$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$67,000TotalGrantOrContriPdDurYrAmt
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$9ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,098ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$124,151ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$152,258ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$152,258TotalIncomeProducingActyAmt

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)
ElectionELECTION TO AVOID THE "ADDITIONAL" EXCISE TAX FOR FAILURE TO DISTRIBUTE INCOME THE HOMEWOOD FAMILY FOUNDATION EIN 46-1095356 2020 E. CHOCTAW DR LONDON, OH 43140 FORM 990-PF, TAX YEAR ENDING 12/31/2017 PURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS 2015 IN THE FOLLOWING AMOUNTS: TAX YEAR AMOUNT 2015 $4,995ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVANGUARD TOTAL BONDBondNm
EOY Book Value$219,148EOYBookValueAmt
EOYFMV$193,410EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS COR$43,193$60,341
DFA INTERNATIONAL CORE E$83,286$119,924
DFA INTERNATIONAL VALUE I$24,686$36,184
DFA US SMALL CAP I$44,629$53,252
SCHW TOTAL STOCK MARKET$22,352$38,142
VANGUARD DEVELOPED MARKET$30,948$44,916
DIAMOND HILL CORE BOND I$125,280$129,122

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SCHW US LCAP ETFFMV$27,967$101,101
VANECK MORNINGSTAR WIDEFMV$53,177$78,707
SCHWAB TREASURY OBLIGFMV$20,017$20,017
DIMENSIONAL US EQUITYFMV$202,112$257,370
DIMENSIONAL US HIGHFMV$42,894$51,427

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$3,721Amt
Net Investment Income$3,721NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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