2G CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
2G CHARITABLE FOUNDATION (EIN 36-4414115)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202631279349103048
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)
Return2026-05-07T15:51:00-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273073775PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROCK RIVER FAMILY OFFICE LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 EMERSON PLACE SUITE 201AddressLine1Txt
CityDAVENPORTCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364414115EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line12 G CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O SOUTH DAKOTA TRUST COMPANY LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name Control2GCHBusinessNameControlTxt
Phone6052715132PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 S PHILLIPS AVE STE 200AddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSOUTH DAKOTA TRUST CMOPANYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6052715132PhoneNum
Signature2026-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM KUNKELPreparerPersonNm
PTINP00872912PTIN
Phone5638234400PhoneNum
Preparation2026-05-07PreparationDt
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$68,382FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,292DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,292DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,292DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$15,127NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,611GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,127CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,419TotalRevAndExpnssAmt
Total Net Invst Incm$16,419TotalNetInvstIncmAmt
Total Adj Net Incm$1,292TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,764AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,074AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$84TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,848TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,074TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,098TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,074TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,321ExcessRevenueOverExpensesAmt
Net Investment Income$14,345NetInvestmentIncomeAmt
Adjusted Net Income$1,292AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,530SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,873SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,873SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$35,740CorporateStockBOYAmt
Corporate Stock EOY$45,724CorporateStockEOYAmt
Corporate Stock EOYFMV$51,509CorporateStockEOYFMVAmt
Total Assets BOY$52,270TotalAssetsBOYAmt
Total Assets EOY$62,597TotalAssetsEOYAmt
Total Assets EOYFMV$68,382TotalAssetsEOYFMVAmt
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$52,270RetainedEarningBOYAmt
Retained Earning EOY$62,597RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$52,270TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$62,597TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$52,270TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$62,597TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$52,270TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,321ExcessRevenueOverExpensesAmt
Other Increases$12OtherIncreasesAmt
Subtotal$62,603SubtotalAmt
Other Decreases$6OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$62,597TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
DWS S&P 500 INDEXP2024-09-232025-07-31$1,016$969$47$47
DWS S&P 500 INDEXP2016-12-152025-07-31$5,038$3,024$2,014$2,014
ISHS US SMALLA CAP EQTY FACTP2021-11-042025-07-31$13,872$11,792$2,080$2,080
DWS S&P 500 INDEXP2009-02-252025-07-31$13,685$2,699$10,986$10,986
FieldValueIRS element (for citing)
Capital Gain Net Income$15,127CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$47NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$199InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$199SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$199TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$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 StateSDOrgReportOrRegisterStateCd
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 BooksSOUTH DATKOTA TRUST COMPANYIndividualWithBooksNm
Phone6052715132PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 S PHILLIPS AVE STE 200AddressLine1Txt
CitySIOUX FALLSCityNm
State AbbreviationSDStateAbbreviationCd
ZIP57104ZIPCd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SOUTH DAKOTA TRUST COMPANY
201 S PHILLIPS AVE STE 200SIOUX FALLSSD57104TRUSTEE1.00$0$0$0
BRIAN J WOLFE
220 EMERSON PLACE STE 201DAVENPORTIA52801PRESIDENT0.00$0$0$0
ALEXANDER C BEER
220 EMERSON PLACE STE 201DAVENPORTIA52801VP GRANTS0.00$0$0$0
ADRIANNA C BEER
220 EMERSON PLACE STE 201DAVENPORTIA52801VP FUND RAISING0.00$0$0$0
LISA A WOLFE
220 EMERSON PLACE STE 201DAVENPORTIA52801VP SERVICE0.00$0$0$0
CATHERINE M WOLFE
220 EMERSON PLACE STE 201DAVENPORTIA52801SECRETARY0.00$0$0$0
PATRICK E BEER
220 EMERSON PLACE STE 201DAVENPORTIA52801TREASURER0.00$0$0$0
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$50,403AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,447AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$67,850TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$67,850AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,018CashDeemedCharitableAmt
Net Vl Noncharitable Assets$66,832NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,342MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,342MinimumInvestmentReturnAmt
Tax Based On Investment Income$199TaxBasedOnInvestmentIncomeAmt
Total Tax$199TotalTaxAmt
Distributable Before Adj$3,143DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,143DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,143DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,143DistributableAsAdjustedAmt
Undistributed Income PY$3,198UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,250QualifyingDistributionsAmt
Applied To Year1$3,198AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52AppliedToCurrentYearAmt
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$3,091UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE SANTA BARBARA BUCKET BRIGADE
PO BOX 50640SANTA BARBARACA93150PCDONATION TO NON-PROFIT PUBLIC CHARITY.$2,000
CHARLOTTESVILLE ALBEMARLE SPCA
PO BOX 7047CHARLOTTESVILLEVA22906PCDONATION TO NON-PROFIT PUBLIC CHARITY.$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,292ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,127RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,292ExclusionAmt
Related Or Exempt Function Incm$15,127RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,419TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementREALIZED GAIN/(LOSS) FROM SALE OF SECURITIES TO RAISE CASHRelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRRFO FEESCategoryTxt
Amt$2,764Amt
Net Investment Income$2,074NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE FOUNDATION ELECTS UNDER SECTION 53.4942(A)-3(D)(2) TO TREAT $3,732 OF THE TOTAL CURRENT YEAR EXCESS CONTRIBUTIONS OF $3,788 MADE DURING 2019 AS BEING MADE FROM UNDISTRIBUTED INCOME FROM 2017. AFTER THIS ELECTION, THE UNDISTRIBUTED INCOME FROM 2017 IS $0.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$45,724EOYBookValueAmt
EOYFMV$51,509EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescACCRUED SDTC DIVIDEND RECEIVED IN 2026Desc
Amt$6Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescACCRUED SDTC DIVIDEND RECEIVED IN 2025Desc
Amt$12Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$39$0$0$0
FEDERAL INCOME TAX FORM 990PF$45$0$0$0

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