BETA

BAXTER FOUNDATION TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BAXTER FOUNDATION TR (EIN 25-6603101)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-18
IRS object ID
202631389349101153
Schema version
2025v4.1
Note
A later return for the same period supersedes this one.
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)
Return2026-05-18T13:17:03-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11055 Washington Blvd 5th FloorAddressLine1Txt
CityStamfordCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256603101EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Baxter FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE FOUNDATIONInCareOfNm
Business Name ControlBAXTBusinessNameControlTxt
Phone2032461338PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5149AddressLine1Txt
CityWestportCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068815149ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVirginia BaxterPersonNm
Person TitleTrusteePersonTitleTxt
Phone2032461338PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine GonzalezPreparerPersonNm
PTINP00361493PTIN
Phone2039056300PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$920,021FMVAssetsEOYAmt
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$399InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$399InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,147DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,147DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56,640NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$68,370GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$56,640CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$73,186TotalRevAndExpnssAmt
Total Net Invst Incm$73,186TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,470AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,205AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$390TaxesRevAndExpnssAmt
Taxes Net Invst Incm$243TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$4,695OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,361OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$334OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,760TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,074TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,539TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,435ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,435ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,195TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,074TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$40,974TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$25,991ExcessRevenueOverExpensesAmt
Net Investment Income$67,112NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$67,472CashBOYAmt
Cash EOY$36,382CashEOYAmt
Cash EOYFMV$36,382CashEOYFMVAmt
Sav And Temp Cash Invst BOY$0SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$68,812SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$68,812SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$75,158CorporateStockBOYAmt
Corporate Stock EOY$63,427CorporateStockEOYAmt
Corporate Stock EOYFMV$385,067CorporateStockEOYFMVAmt
Other Investments BOY$221,543OtherInvestmentsBOYAmt
Other Investments EOY$221,543OtherInvestmentsEOYAmt
Other Investments EOYFMV$429,760OtherInvestmentsEOYFMVAmt
Total Assets BOY$364,173TotalAssetsBOYAmt
Total Assets EOY$390,164TotalAssetsEOYAmt
Total Assets EOYFMV$920,021TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$364,173RetainedEarningBOYAmt
Retained Earning EOY$390,164RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$364,173TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$390,164TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$364,173TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$390,164TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$364,173TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$25,991ExcessRevenueOverExpensesAmt
Subtotal$390,164SubtotalAmt
Tot Net Ast Or Fund Balances EOY$390,164TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
75 SHARES MICROSOFT CORP2012-09-142025-08-18$38,854$2,012$36,842$36,842
75 SHARES ORACLE CORP2012-09-142025-08-18$18,383$1,063$17,320$17,320
250 SHARES VERIZON COMMUNICATIONS INC2008-01-282025-08-18$11,134$8,656$2,478$2,478
FieldValueIRS element (for citing)
Capital Gain Net Income$56,640CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$933InvestmentIncomeExciseTaxAmt
Subtotal$933SubtotalAmt
Tax Based On Investment Income$933TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Tax Due$939TaxDueAmt
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 StateCTOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2032461338PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5149AddressLine1Txt
CityWestportCityNm
State AbbreviationCTStateAbbreviationCd
ZIP068815149ZIPCd
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
Thomas G Baxter
PO Box 5149WestportCT068815149Trustee3.0$0$0$0
Virginia T Baxter
PO Box 5149WestportCT068815149Trustee3.0$0$0$0
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$845,175AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,594AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$888,769TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$888,769AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,332CashDeemedCharitableAmt
Net Vl Noncharitable Assets$875,437NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,772MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,772MinimumInvestmentReturnAmt
Tax Based On Investment Income$933TaxBasedOnInvestmentIncomeAmt
Total Tax$933TotalTaxAmt
Distributable Before Adj$42,839DistributableBeforeAdjAmt
Distributable Before Ded$42,839DistributableBeforeDedAmt
Distributable As Adjusted$42,839DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,974ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$40,974QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,839DistributableAsAdjustedAmt
Undistributed Income PY$40,867UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Total For Prior Years$31,875TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$40,974QualifyingDistributionsAmt
Applied To Year1$40,867AppliedToYear1Amt
Applied To Current Year$107AppliedToCurrentYearAmt
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$31,875PriorYearUndistributedIncmAmt
Taxable1$31,875Taxable1Amt
Undistributed Income CY$42,732UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS G BAXTERContributingManagerNm
Contributing ManagerVIRGINIA T BAXTERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Laces of Love
1976 Bethany PlaceNaplesFL34109NCTO SUPPORT ORGANIZATION'S MISSION$17,575
Church of The Assumption
98 Riverside AveWestportCT06880NCTO SUPPORT ORGANIZATION'S MISSION$2,500
BC Matthew Ryan Memorial Foundation
709 Arlington DriveSeafordNY11783NCTO SUPPORT ORGANIZATION'S MISSION$1,000
Clinton VFW
465 Riverside AveWestportCT06880NCTO SUPPORT ORGANIZATION'S MISSION$1,000
Wreaths Across America
PO BOX 249Columbia FallsME04623NCTO SUPPORT ORGANIZATION'S MISSION$204
Delbarton School
230 Mendham RoadMorristownNJ07960NCTO SUPPORT ORGANIZATION'S MISSION$2,578
St Leo The Great Catholic Church
28290 Beaumont RoadBonita SpringsFL34134NCTO SUPPORT ORGANIZATION'S MISSION$1,538
Tunnels to Towers
2361 Hylan BlvdStaten IslandNY10306NCTO SUPPORT ORGANIZATION'S MISSION$2,500
Samaritans Purse US
PO Box 3000BooneNC28607NCTO SUPPORT ORGANIZATION'S MISSION$5,000
St Anthony of Padua Parish
101 E Virginia AveEffinghamIL62401NCTO SUPPORT ORGANIZATION'S MISSION$1,000
North Bay Business Center
11983 Tamiami Trail NBonita SpringsFL34110NCTO SUPPORT ORGANIZATION'S MISSION$390
Soundview Empowerment Alliance
33 Soundview DriveWestportCT06880NCTO SUPPORT ORGANIZATION'S MISSION$500
Kiwanis of Wilton CT
PO Box 204WiltonCT06897NCTO SUPPORT ORGANIZATION'S MISSION$50
Angels Touch Dog Rescue
27605 Baretta DriveBonita SpringsFL34135NCTO SUPPORT ORGANIZATION'S MISSION$500
Veterinary Care Foundation
16504 NW Hwy 225ReddickFL32686NCTO SUPPORT ORGANIZATION'S MISSION$1,000
Inky's Santa Toy Drive
PO Box 2595NantucketMA02854NCTO SUPPORT ORGANIZATION'S MISSION$1,000
Friends of the Market
PO Box 322WestportCT06880NCTO SUPPORT ORGANIZATION'S MISSION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,435TotalGrantOrContriPdDurYrAmt

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$399ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,147ExclusionAmt
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$56,640ExclusionAmt
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$73,186ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$73,186TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,675Amt
Net Investment Income$1,470NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,205DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
200 MEDTRONIC PLC$15,134$19,212
400 BRISTOL-MYERS SQUIBB CO$9,071$21,576
500 CISCO SYSTEMS INC$7,739$38,515
342 LAS VEGAS SANDS CORP COM$14,418$22,261
425 MICROSOFT CORP$11,399$205,539
400 ORACLE CORP$5,666$77,964
250 VERIZON COMMUNICATIONS INC$0$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1200 ISHARES S&P 500 GRWTH ETFAT COST$21,058$147,912
438 ISHARES S&P 500 VALUE ETFAT COST$34,531$92,887
120 VANECK ETF TRUST BIOTECHAT COST$19,247$22,712
670 VANGUARD INTL EQTY INDEX EAT COST$29,621$36,019
725 VANGUARD INTL EQUITY INDEXAT COST$47,376$60,617
68 ISHARES TIPS BOND ETFAT COST$7,085$7,474
550 ISHARES CORE U.S. AGAT COST$55,477$54,934
87 ISHARES TRST 1 - 3 YR TREASAT COST$7,148$7,205

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
OFFICE EXPENSE$334$334
INVESTMENT ADVISORY FEES$4,361$4,361

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX$147
FOREIGN TAX$243$243

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