DOROTHY M OVERCASH CHARITABLE TR U A
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Cite this
Plain text DOROTHY M OVERCASH CHARITABLE TR U A. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/dorothy-m-overcash-charitable-tr-u-a-546498083. Retrieved 2026-11-08.
APA furp.org. (n.d.). DOROTHY M OVERCASH CHARITABLE TR U A [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 8, 2026, from https://furp.org/org/dorothy-m-overcash-charitable-tr-u-a-546498083
MLA “DOROTHY M OVERCASH CHARITABLE TR U A.” furp.org, tax years 2010–2025, https://furp.org/org/dorothy-m-overcash-charitable-tr-u-a-546498083. Accessed 8 Nov. 2026.
Retrieved 2026-11-08; covers tax years 2010–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).
2025 · Form 990PF · revenue $57K · expenses $138K · assets $1.2M
- Also known as
- FIRST BANK TRUSTEE
- EIN
- 54-6498083
- Address
- 1835 VALLEY AVE, WINCHESTER, VA 22601-6303
- NTEE code
- T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- January 2002 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| First National Bank Institution | TRUSTEE | 2010-2025 | $23,140 | $278,542 | 86 |
People by year
2025 · 1 person listed · 1 paid, $23K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $23,140 | - | $0 | $23,140 | 86 |
2024 · 1 person listed · 1 paid, $23K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $23,180 | - | $0 | $23,180 | 86 |
2023 · 1 person listed · 1 paid, $21K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $21,037 | - | $0 | $21,037 | 86 |
2022 · 1 person listed · 1 paid, $22K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $21,520 | - | $0 | $21,520 | 86 |
2021 · 1 person listed · 1 paid, $23K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $23,374 | - | $0 | $23,374 | 86 |
2020 · 1 person listed · 1 paid, $21K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $21,157 | - | $0 | $21,157 | 86 |
2019 · 1 person listed · 1 paid, $20K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $20,018 | - | $0 | $20,018 | 86 |
2018 · 1 person listed · 1 paid, $21K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $20,554 | - | $0 | $20,554 | 86 |
2017 · 1 person listed · 1 paid, $18K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $17,986 | - | $0 | $17,986 | 86 |
2016 · 1 person listed · 1 paid, $22K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $22,190 | - | $0 | $22,190 | 86 |
2015 · 1 person listed · 1 paid, $23K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $22,707 | - | $0 | $22,707 | 86 |
2014 · 1 person listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $11,744 | - | $0 | $11,744 | 86 |
2013 · 1 person listed · 1 paid, $9K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $8,953 | - | $0 | $8,953 | 86 |
2012 · 1 person listed · 1 paid, $9K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $8,653 | - | $0 | $8,653 | 86 |
2011 · 1 person listed · 1 paid, $8K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $8,432 | - | $0 | $8,432 | 86 |
2010 · 1 person listed · 1 paid, $4K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FIRST BANK Institution | TRUSTEE | 0 | $3,897 | - | $0 | $3,897 | 86 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 21 grants to organizations · $110K
2024 · 21 grants to organizations · $110K
2023 · 21 grants to organizations · $108K
2022 · 21 grants to organizations · $108K
2021 · 21 grants to organizations · $101K
2020 · 20 grants to organizations · $89K
2019 · 20 grants to organizations · $88K
2018 · 19 grants to organizations · $85K
2017 · 19 grants to organizations · $77K
2016 · 18 grants to organizations · $74K
2015 · 15 grants to organizations · $48K
2014 · 15 grants to organizations · $41K
2013 · 17 grants to organizations · $41K
2012 · 16 grants to organizations · $40K
2011 · 12 grants to organizations · $43K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2014 · 1 contributor · $877K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | DOROTHY OVERCASH TRUST FBO E STRADER | Organization or other | WINCHESTER, VA | $876,554 | $876,554 | Form 990PF Sch. B, 2014 · filing |
2010 · 2 contributors · $802K
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $57,082 | $137,715 | $1,208,935 | $1,208,935 | $0 | - | $23,140 | - | - |
| 2024 · Form 990PF | ||||||||
| $173,208 | $135,928 | $1,289,568 | $1,289,568 | $0 | - | $23,180 | - | - |
| 2023 · Form 990PF | ||||||||
| $103,123 | $129,782 | $1,252,288 | $1,252,288 | $0 | - | $21,037 | - | - |
| 2022 · Form 990PF | ||||||||
| $49,498 | $133,134 | $1,278,947 | $1,278,947 | $0 | - | $21,520 | - | - |
| 2021 · Form 990PF | ||||||||
| $121,050 | $125,699 | $1,362,583 | $1,362,583 | $0 | - | $23,374 | - | - |
| 2020 · Form 990PF | ||||||||
| $42,470 | $112,553 | $1,367,232 | $1,367,232 | $0 | - | $21,157 | - | - |
| 2019 · Form 990PF | ||||||||
| $108,743 | $110,432 | $1,437,315 | $1,437,315 | $0 | - | $20,018 | - | - |
| 2018 · Form 990PF | ||||||||
| $89,721 | $107,109 | $1,439,004 | $1,439,004 | $0 | - | $20,554 | - | - |
| 2017 · Form 990PF | ||||||||
| $45,178 | $96,281 | $1,456,392 | $1,456,392 | $0 | - | $17,986 | - | - |
| 2016 · Form 990PF | ||||||||
| $37,609 | $97,170 | $1,507,495 | $1,507,495 | $0 | - | $22,190 | - | - |
| 2015 · Form 990PF | ||||||||
| $33,497 | $73,379 | $1,567,056 | $1,567,056 | $0 | - | $22,707 | - | - |
| 2014 · Form 990PF | ||||||||
| $937,109 | $55,606 | $1,606,938 | $1,606,938 | $876,554 | - | $11,744 | - | - |
| 2013 · Form 990PF | ||||||||
| $44,395 | $51,670 | $725,435 | $725,435 | $0 | - | $8,953 | - | - |
| 2012 · Form 990PF | ||||||||
| $28,275 | $51,462 | $732,710 | $732,710 | - | - | $8,653 | - | - |
| 2011 · Form 990PF | ||||||||
| $25,451 | $52,994 | $755,897 | $755,897 | - | - | $8,432 | - | - |
| 2010 · Form 990PF | ||||||||
| $787,071 | $4,258 | $783,440 | $783,440 | - | - | $3,897 | - | - |
| 2010 · Form 990PF | ||||||||
| $787,071 | $4,258 | $783,440 | $783,440 | - | - | $3,897 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ELIZABETH IRELAND GRAVES CHARITABLE TR | VA | T20 | $55,952 | $122,368 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| A A BEIRO FAMILY FOUNDATION | VA | T20 | $56,637 | $66,052 | Director | $0 | Same NTEE code T20, revenue within 2x, same state |
| LENISE-ALLOU FOUNDATION | VA | T20 | $53,955 | $102,655 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| MCLESKEY FAMILY FOUNDATION INC | VA | T20 | $56,271 | $155,881 | DIRECTOR, PRESIDENT/SECRETARY | $0 | Same NTEE code T20, revenue within 2x, same state |
| ANTON AND AUGUSTA BIRKEL FOUNDATION | VA | T20 | $60,250 | $32,721 | SUBSTITUTE T | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE JEHAN SAHIBA EDUCATIONAL FOUNDATION | VA | T20 | $55,817 | $37,540 | DIRECTOR & PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| LAVIN FAMILY FOUNDATION | VA | T20 | $57,192 | $90,413 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| LARRY J SABATO FOUNDATION | VA | T20 | $58,050 | $113,240 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| PICKARD FAMILY FOUNDATION INC | VA | T20 | $60,345 | $80,104 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| DOROTHY SAMPSON CHARITABLE TRUST | FL | T20 | $56,044 | $64,200 | TRUSTEE | $11,239 | Same NTEE code T20, revenue within 2x, similar name |
| MILTON AND DOROTHY FRICKE CHARITABLE TRUST | MN | T20 | $59,181 | $61,091 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| DOUGLAS DRANE CHARITABLE TR | MA | T20 | $53,786 | $185,411 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| DORIS CRANE CHARITABLE TRUST | PA | T20 | $57,783 | $72,528 | TRUSTEE | $14,773 | Same NTEE code T20, revenue within 2x |
| OXFORD DENZLER CHARITABLE TR | MA | T20 | $54,901 | $69,973 | TRUSTEE | $10,000 | Same NTEE code T20, revenue within 2x |
| HOLLEY CHARITABLE TR | FL | T20 | $53,637 | $42,875 | TRUSTEE | $12,309 | Same NTEE code T20, revenue within 2x |
| MARY R MCGAW CHARITABLE TR | PA | T20 | $56,911 | $77,705 | TRUSTEE | $19,227 | Same NTEE code T20, revenue within 2x |
| CHARLES DOWNEY CHARITABLE TRUST UW | TX | T20 | $59,975 | $46,281 | TRUSTEE | $9,333 | Same NTEE code T20, revenue within 2x |
| MELVIN A LARSON CHARITABLE TRUST | MO | T20 | $56,907 | $53,922 | TRUSTEE | $14,027 | Same NTEE code T20, revenue within 2x |
| MAXINE S LAHTI CHARITABLE TR | PA | T20 | $57,384 | $44,943 | TRUSTEE | $9,351 | Same NTEE code T20, revenue within 2x |
| THE GARLING CHARITABLE TR | FL | T20 | $54,302 | $59,907 | TRUSTEE / PART-TIME | $11,236 | Same NTEE code T20, revenue within 2x |
| ADELAIDE M FINDLAY CHARITABLE TRUST | MO | T20 | $58,087 | $56,197 | TRUSTEE | $13,152 | Same NTEE code T20, revenue within 2x |
| SHADIE-NILES CHARITABLE TR | ME | T20 | $57,449 | $60,623 | TRUSTEE | $14,443 | Same NTEE code T20, revenue within 2x |
| LOUISE M WASNEY CHARITABLE TRUST | IL | T20 | $59,477 | $52,749 | TRUSTEE | $13,661 | Same NTEE code T20, revenue within 2x |
| ALTENHEIM CHARITABLE PURPOSES TR | OH | T20 | $60,023 | $60,865 | TRUSTEE | $9,971 | Same NTEE code T20, revenue within 2x |
| STAGER CHARITABLE TR FBO ZION | PA | T20 | $57,292 | $114,810 | TRUSTEE | $10,492 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| MORGAN STANLEY FOUNDATION INC | $1,000 | 1 | 1 | Private foundation | 2017–2017 | DURHAM LIONS CLUB CHARITABLE FUND |
| ALLSTATE FOUNDATION | $1,000 | 1 | 1 | Private foundation | 2024–2024 | DURHAM LIONS CLUB CHARITABLE FUND |
| HCL CHARITABLE TRUST | $100 | 1 | 1 | Private foundation | 2021–2021 | WILLIAM J REA JR CHARITABLE FOUNDATION |
| AMAZONSMILE FOUNDATION | $10 | 1 | 1 | Private foundation | 2020–2020 | DURHAM LIONS CLUB CHARITABLE FUND |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $137,715 spent · pay $23,140 · grants $110,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $110,000 | 79.9% | |
| Pay: officers, directors, trustees | $23,140 | 16.8% | |
| Taxes | $3,100 | 2.3% | |
| Fees: accounting | $1,475 | 1.1% | |
| Total | $137,715 | 100% |
2024 · Form 990PF · $135,928 spent · pay $23,180 · grants $110,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $110,000 | 80.9% | |
| Pay: officers, directors, trustees | $23,180 | 17.1% | |
| Taxes | $1,393 | 1.0% | |
| Fees: accounting | $1,355 | 1.0% | |
| Total | $135,928 | 100% |
2023 · Form 990PF · $129,782 spent · pay $21,037 · grants $108,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $108,000 | 83.2% | |
| Pay: officers, directors, trustees | $21,037 | 16.2% | |
| Fees: accounting | $745 | 0.6% | |
| Total | $129,782 | 100% |
2022 · Form 990PF · $133,134 spent · pay $21,520 · grants $108,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $108,000 | 81.1% | |
| Pay: officers, directors, trustees | $21,520 | 16.2% | |
| Taxes | $2,239 | 1.7% | |
| Fees: accounting | $1,375 | 1.0% | |
| Total | $133,134 | 100% |
2021 · Form 990PF · $125,699 spent · pay $23,374 · grants $101,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $101,000 | 80.4% | |
| Pay: officers, directors, trustees | $23,374 | 18.6% | |
| Fees: accounting | $1,325 | 1.1% | |
| Total | $125,699 | 100% |
2020 · Form 990PF · $112,553 spent · pay $21,157 · grants $88,950 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $88,950 | 79.0% | |
| Pay: officers, directors, trustees | $21,157 | 18.8% | |
| Fees: accounting | $1,325 | 1.2% | |
| Taxes | $1,121 | 1.0% | |
| Total | $112,553 | 100% |
2019 · Form 990PF · $110,432 spent · pay $20,018 · grants $87,850 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $87,850 | 79.6% | |
| Pay: officers, directors, trustees | $20,018 | 18.1% | |
| Fees: accounting | $1,315 | 1.2% | |
| Taxes | $1,249 | 1.1% | |
| Total | $110,432 | 100% |
2018 · Form 990PF · $107,109 spent · pay $20,554 · grants $85,250 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $85,250 | 79.6% | |
| Pay: officers, directors, trustees | $20,554 | 19.2% | |
| Fees: accounting | $1,305 | 1.2% | |
| Total | $107,109 | 100% |
2017 · Form 990PF · $96,281 spent · pay $17,986 · grants $77,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $77,000 | 80.0% | |
| Pay: officers, directors, trustees | $17,986 | 18.7% | |
| Fees: accounting | $1,295 | 1.3% | |
| Total | $96,281 | 100% |
2016 · Form 990PF · $97,170 spent · pay $22,190 · grants $73,700 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $73,700 | 75.8% | |
| Pay: officers, directors, trustees | $22,190 | 22.8% | |
| Fees: accounting | $1,280 | 1.3% | |
| Total | $97,170 | 100% |
2015 · Form 990PF · $73,379 spent · pay $22,707 · grants $48,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $48,000 | 65.4% | |
| Pay: officers, directors, trustees | $22,707 | 30.9% | |
| Taxes | $1,422 | 1.9% | |
| Fees: accounting | $1,250 | 1.7% | |
| Total | $73,379 | 100% |
2014 · Form 990PF · $55,606 spent · pay $11,744 · grants $41,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $41,000 | 73.7% | |
| Pay: officers, directors, trustees | $11,744 | 21.1% | |
| Taxes | $1,642 | 3.0% | |
| Fees: accounting | $1,220 | 2.2% | |
| Total | $55,606 | 100% |
2013 · Form 990PF · $51,670 spent · pay $8,953 · grants $41,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $41,000 | 79.3% | |
| Pay: officers, directors, trustees | $8,953 | 17.3% | |
| Fees: accounting | $1,210 | 2.3% | |
| Taxes | $507 | 1.0% | |
| Total | $51,670 | 100% |
2012 · Form 990PF · $51,462 spent · pay $8,653 · grants $40,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $40,000 | 77.7% | |
| Pay: officers, directors, trustees | $8,653 | 16.8% | |
| Fees: accounting | $2,400 | 4.7% | |
| Taxes | $409 | 0.8% | |
| Total | $51,462 | 100% |
2011 · Form 990PF · $52,994 spent · pay $8,432 · grants $43,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $43,000 | 81.1% | |
| Pay: officers, directors, trustees | $8,432 | 15.9% | |
| Taxes | $1,562 | 2.9% | |
| Total | $52,994 | 100% |
2010 · Form 990PF · $4,258 spent · pay $3,897 · grants $0 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Pay: officers, directors, trustees | $3,897 | 91.5% | |
| Fees: accounting | $340 | 8.0% | |
| Taxes | $21 | 0.5% | |
| Total | $4,258 | 100% |
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