BETA

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

View the entire original 990 at ProPublica ↗

Organization
MAPS FAMILY FOUNDATION INC (EIN 82-2232143)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-12
IRS object ID
202631329349102583
Schema version
2025v4.0
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)
Return2026-05-12T13:17:19-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351387485PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUECHLEIN & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 519AddressLine1Txt
CityJASPERCityNm
State AbbreviationINStateAbbreviationCd
ZIP475470519ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822232143EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAPS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAPSBusinessNameControlTxt
Phone8124825954PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11750 MUSHROOM LANEAddressLine1Txt
CityJASPERCityNm
State AbbreviationINStateAbbreviationCd
ZIP47546ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL A SCHWENKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8124825954PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK W BUECHLEINPreparerPersonNm
PTINP00102278PTIN
Phone8124823535PhoneNum
Preparation2026-05-12PreparationDt
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$3,315,707FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$753,726ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$804InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$804InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$75,679DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,679DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$88,739NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$451,041GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$88,739CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$918,948TotalRevAndExpnssAmt
Total Net Invst Incm$165,222TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$299LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$299LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,875AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,875AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,085TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,259TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$299TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,875TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$97,805ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$97,805ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$105,064TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$299TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,680TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$813,884ExcessRevenueOverExpensesAmt
Net Investment Income$164,923NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,703CashBOYAmt
Cash EOY$43,444CashEOYAmt
Cash EOYFMV$43,444CashEOYFMVAmt
Sav And Temp Cash Invst BOY$42,848SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$551,487SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$551,487SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,439,745CorporateStockBOYAmt
Corporate Stock EOY$1,561,809CorporateStockEOYAmt
Corporate Stock EOYFMV$2,024,213CorporateStockEOYFMVAmt
Corporate Bonds BOY$529,898CorporateBondsBOYAmt
Corporate Bonds EOY$716,555CorporateBondsEOYAmt
Corporate Bonds EOYFMV$696,563CorporateBondsEOYFMVAmt
Total Assets BOY$2,057,194TotalAssetsBOYAmt
Total Assets EOY$2,873,295TotalAssetsEOYAmt
Total Assets EOYFMV$3,315,707TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,057,194RetainedEarningBOYAmt
Retained Earning EOY$2,873,295RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,057,194TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,873,295TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,057,194TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,873,295TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,057,194TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$813,884ExcessRevenueOverExpensesAmt
Other Increases$2,217OtherIncreasesAmt
Subtotal$2,873,295SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,873,295TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
NORTHWESTERN MUTUAL 3098P2025-12-31$35,870$34,992$878$878
NORTHWESTERN MUTUAL 3098P2025-12-31$411,892$327,310$84,582$84,582
FieldValueIRS element (for citing)
Capital Gain Net Income$88,739CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$878NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,292InvestmentIncomeExciseTaxAmt
Subtotal$2,292SubtotalAmt
Tax Based On Investment Income$2,292TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,900TotalPaymentsAndCreditsAmt
Overpayment$1,608OverpaymentAmt
Applied To ES Tax$1,608AppliedToESTaxAmt

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 StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL SCHWENKIndividualWithBooksNm
Phone8124825954PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11750 MUSHROOM LANEAddressLine1Txt
CityJASPERCityNm
State AbbreviationINStateAbbreviationCd
ZIP47546ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL A SCHWENK
1750 MUSHROOM LANEJASPERIN47546PRESIDENT0.50$0$0$0
PAMELA J SCHWENK
1750 MUSHROOM LANEJASPERIN47546SECRETARY/TR0.25$0$0$0
JENNIFER TOLBERT
548 E MAKENA COURTJASPERIN47546BOARD MEMBER0.25$0$0$0
LINDSEY M SMITH
1935 GRANDVIEW DRIVEJASPERIN47546BOARD MEMBER0.25$0$0$0
KRISTEN N SCHWENK
4676 W PEBBLE DRIVEJASPERIN47546BOARD MEMBER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,473,200AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,282AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,566,482TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,566,482AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,497CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,527,985NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,399MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,399MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,292TaxBasedOnInvestmentIncomeAmt
Total Tax$2,292TotalTaxAmt
Distributable Before Adj$124,107DistributableBeforeAdjAmt
Distributable Before Ded$124,107DistributableBeforeDedAmt
Distributable As Adjusted$124,107DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,680ExpensesAndContributionsAmt
Qualifying Distributions$99,680QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$124,107DistributableAsAdjustedAmt
Undistributed Income PY$96,983UndistributedIncomePYAmt
Qualifying Distributions$99,680QualifyingDistributionsAmt
Applied To Year1$96,983AppliedToYear1Amt
Applied To Current Year$2,697AppliedToCurrentYearAmt
Undistributed Income CY$121,410UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL PAMELA SCHWENKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PIARIST MISSION
7279 S KY ROUTE 321HAGER HILLKY41222NONEPCRELIGIOUS COLLEGE PREP EDUCATION$5,000
ROJAC
PO BOX 307JASPERIN475470307NONEPCPROMOTE ECON. DEV. THROUGH TOURISM$2,500
ANDERSON WOODS
4630 ADYEVILLE RDBRISTOWIN47515NONEPCSUPPORT SUMMER CAMP FOR DISABLED$5,000
SHRINERS HOSPITAL FOR CHILDREN
4400 CLAYTON AVEST LOUISMO63110NONEPCPROVIDE HEATHCARE FOR CHILDREN$5,000
CASA
ONE COURTHOUSE SQUAREJASPERIN47546NONEPCPROVIDE ADVOCACY FOR ABUSED CHILDREN$5,000
CRISIS CONNECTION
PO BOX 903JASPERIN47547NONEPCRESOURCES FOR VICTIMS OF VIOLENCE$5,000
HOLY TRINITY CATHOLIC SCHOOL
950 CHURCH AVEJASPERIN47546NONEPCSUPPORT CATHOLIC EDUCATION$5,000
RIGHT TO LIFE OF SW IN
20 NW 3RD ST SUITE 310EVANSVILLEIN47708NONEPCPROTECT HUMAN LIFE OF THE UNBORN$5,000
DUBOIS COUNTY COMMUNITY MEAL
958 W 36TH STJASPERIN47546NONEPCSUPPORT FOOD INSECURITY$5,000
CATHOLIC CHARITIES OF EVANSVILLE
2111 STRINGTOWN RDEVANSVILLEIN47711NONEPCCHARITABLE CONTRIBUTION$5,000
EDUCATION OF DUPITY
950 CHURCH AVEJASPERIN47546NONEPCFUNDING IN SUPPORT OF EDUCATION$4,000
DOVE RECOVERY HOUSE
3351 N MERIDIAN STE 110INDIANAPOLISIN46208NONEPCSUPPORT ADDICTION RECOVERY$5,000
TRI CAP
607 3RD AVEJASPERIN47546NONEPCSUPPORT FAMILY SERVICES PROGRAM$2,500
FREEDOM REINS
1077 N MERIDIAN RDJASPERIN47546NONEPCSUPPORT THERAPEUTIC RIDING PROGRAM$2,500
TROTTER HOUSE
671 THIRD AVE SUITE FJASPERIN47546NONEPCAID FAMILY SUPPORT CENTER$2,935
FOOD FOR THE POOR
6401 LYONS ROADCOCONUT CREEKFL330733602NONEPCSUPPORT RELIEF ORGANIZATION$1,500
JASPER BAND PARENTS
1600 ST CHARLES STREETJASPERIN47546NONEPCSUPPORT YOUTH EDUCATION$5,000
YOUTH FIRST INC
111 SE 3RD ST 405EVANSVILLEIN47708NONEPCSUPPORT YOUTH SOCIAL SERVICES$3,000
SWICACC HELPING HEARTS
505 W 5TH STJASPERIN47456NONEPCSUPPORT CHILD ADVOCACY$1,000
SISTERS OF ST BENEDICT
802 E 10TH STFERDINANDIN47532NONEPCSUPPORT RELIGIOUS ORDER$5,000
SOUTHWEST INDIANA WALK TO EMMAUS
PO BOX 583WASHINGTONIN47501PCCHARITABLE$5,000
BEHIND THE WIREJASPER HOUSE
102 W WASNGTON STLOOGOOTEEIN47553PCCHARITABLE$2,500
HELPING HEARTS
505 W 5TH STREETJASPERIN47546PCSUPPORT CHILD ADVOCACY$1,000
HOUSE OF DISCERNMENT
PO BOX 4169EVANSVILLEIN47721PCCHARITABLE$1,000
L4G(CORA HOPF)
PO BOX 373JASPERIN47546PCCHARITABLE$2,500
CATHOLIC CHARITIES OF EVANSVILLE
2111 STRINGTOWN RDEVANSVILLEIN47711NONEPCCHARITABLE CONTRIBUTION$2,935
ANDERSON WOODS
4630 ADYEVILLE RDBRISTOWIN47515NONEPCSUPPORT SUMMER CAMP FOR DISABLED$2,935
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$97,805TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$804ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75,679ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,279ExclusionAmt
Related Or Exempt Function Incm$85,460RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$79,762ExclusionAmt
Related Or Exempt Function Incm$85,460RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$165,222TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
MICHAEL A SCHWENK
11750 MUSHROOM LANEJASPERIN47546$233,726Yes (X)
MICHAEL A SCHWENK
21750 MUSHROOM LANEJASPERIN47546$520,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
18 SH HILTON WORLDWIDE HLDGS INC$2,2492025-12-02
1250 SH ISHARES TR 20+ YR TREA BD$22,2032025-12-02
1132 S ISHARES TR 7-10 YR TREA BD$12,7742025-12-02
16246.877 SH PIMCO INC FU CL 12$68,5912025-12-02
11311.414 SH PGIM ST CORP BD FUND$14,2552025-12-02
11739 SH VANGUARD BD INDEX TOT BD$129,2422025-12-02

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,875Amt
Disbursements Charitable Prps$1,875DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDS - SEE ATTACHED DETAILBondNm
EOY Book Value$716,555EOYBookValueAmt
EOYFMV$696,563EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK - SEE ATTACHED DETAILStockNm
EOY Book Value$1,561,809EOYBookValueAmt
EOYFMV$2,024,213EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$299LegalFeesAmt
Net Investment Income$299NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX DIFFERENCEDesc
Amt$2,217Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$5,085Amt

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