Civic Intelligence

The Postal History Foundation Inc

EIN 86-0358137 • 501(c)3 • Tucson, AZ

Profile

The mission of the postal history foundation is to connect people to postal history, philately, and the world of stamps to inspire curiosity and encourage the enjoyment of life long learning.

920 North First AveTucson, AZ 85719-4818

postalhistoryfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-1.6%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

3.1%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,987,902

Down $32,636 (-1.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,987,902

Down $32,636 (-1.6%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin12th percentile

Revenue

Up

$195,647

Up $5,814 (+3.1%) from 2023

Expenses

Up

$245,809

Up $1,975 (+0.8%) from 2023

Net Income

Up

-$50,162

Up $3,839 (+7.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,401,809Liabilities 2010: $0Net Assets 2010: $2,401,8092010Assets 2011: $2,290,539Liabilities 2011: $0Net Assets 2011: $2,290,5392011Assets 2012: $2,331,815Liabilities 2012: $0Net Assets 2012: $2,331,8152012Assets 2013: $2,352,240Liabilities 2013: $0Net Assets 2013: $2,352,2402013Assets 2014: $2,346,571Liabilities 2014: $0Net Assets 2014: $2,346,5712014Assets 2015: $2,218,357Liabilities 2015: $0Net Assets 2015: $2,218,3572015Assets 2016: $2,174,282Liabilities 2016: $0Net Assets 2016: $2,174,2822016Assets 2017: $2,218,877Liabilities 2017: $0Net Assets 2017: $2,218,8772017Assets 2018: $2,092,768Liabilities 2018: $0Net Assets 2018: $2,092,7682018Assets 2019: $2,150,003Liabilities 2019: $0Net Assets 2019: $2,150,0032019Assets 2020: $2,174,168Liabilities 2020: $20,417Net Assets 2020: $2,153,7512020Assets 2021: $2,267,459Liabilities 2021: $0Net Assets 2021: $2,267,4592021Assets 2022: $2,037,147Liabilities 2022: $0Net Assets 2022: $2,037,1472022Assets 2023: $2,020,538Liabilities 2023: $0Net Assets 2023: $2,020,5382023Assets 2024: $1,987,902Liabilities 2024: $0Net Assets 2024: $1,987,9022024

Highlighted filing

2024

Assets$1,987,902
Liabilities$0
Net Assets$1,987,902
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $426,0242010Expenses 2011: $237,1692011Expenses 2012: $208,6552012Revenue 2013: $183,875Expenses 2013: $218,182Net Income 2013: -$34,3072013Revenue 2014: $173,383Expenses 2014: $211,432Net Income 2014: -$38,0492014Revenue 2015: $185,019Expenses 2015: $216,283Net Income 2015: -$31,2642015Revenue 2016: $170,089Expenses 2016: $224,650Net Income 2016: -$54,5612016Revenue 2017: $166,959Expenses 2017: $218,777Net Income 2017: -$51,8182017Revenue 2018: $178,743Expenses 2018: $219,648Net Income 2018: -$40,9052018Revenue 2019: $157,779Expenses 2019: $235,641Net Income 2019: -$77,8622019Revenue 2020: $165,537Expenses 2020: $220,389Net Income 2020: -$54,8522020Revenue 2021: $277,673Expenses 2021: $233,000Net Income 2021: $44,6732021Revenue 2022: $188,036Expenses 2022: $235,129Net Income 2022: -$47,0932022Revenue 2023: $189,833Expenses 2023: $243,834Net Income 2023: -$54,0012023Revenue 2024: $195,647Expenses 2024: $245,809Net Income 2024: -$50,1622024

Highlighted filing

2024

Revenue$195,647
Expenses$245,809
Net Income-$50,162
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,987,902
Liabilities
$0
Net assets
$1,987,902
Revenue
$195,647
Expenses
$245,809
Net income
-$50,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.20$0.25$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.19$0.24$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.19$0.24$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.28$0.23$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.02$2.15$0.17$0.22$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.16$0.24$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.18$0.22$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.17$0.22$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.17$0.22$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.19$0.22$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.17$0.21$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.18$0.22$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.33$0.00$2.33$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.00$2.29$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.00$2.40$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$195,647
Mission and Program Overview

Mission

The mission of the postal history foundation is two-fold:to promote an appreciation of stamp collecting and postal history through the preservation of philatelic and postal history collections; and to enhance youth education using stamps as teaching tools.

The mission of the postal history foundation is to connect people to postal history, philately, and the world of stamps to inspire curiosity and encourage the enjoyment of life long learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$879,105$867,345▼ $11,760
Land, Buildings, and Equipment, Net$333,201$316,784▼ $16,417
Inventories for Sale or Use$100,000$100,000→ $0
Cash and Non-Interest-Bearing Accounts$22,730$18,281▼ $4,449
Savings and Temporary Cash Investments$200$190▼ $10
Total Assets$2,020,538$1,987,902▼ $32,636
Other Assets Total$685,302$685,302→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,351,150$1,324,973▼ $26,177
Net Assets With Donor Restrictions$669,388$662,929▼ $6,459
Total Net Assets Fund Balance$2,020,538$1,987,902▼ $32,636
Total Liabilities and Net Assets / Fund Balance$2,020,538$1,987,902▼ $32,636

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$181,996$610,464-
Land$106,155--
Equipment$28,633$155,319-
Other Assets Org$685,302--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$669,388$500▲ $65,358$65,500$663,429
2023$663,092-▲ $67,624$55,000$669,388
2022$822,093-▼ $100,168$52,000$663,092
2021$747,062$43,500▲ $93,711$55,000$822,093
2020$746,081-▲ $78,382$71,000$747,062
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bob R DavisChairman
Mike WoodVice Chairman
Jim GreenDirector
John CarneyDirector
Max SchwartzDirector
Steve HamannDirector
Susan SissonDirector
David IrickSecretary
Theodore W MaynardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,962
Program Service Revenue
$106,155
Investment Income
$67,530
Other Revenue
$0
All Other Contributions
$18,357
Change in Net Assets
$-50,162

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$125,992
Salaries, Compensation, and Employee Benefits$119,817
Total Fundraising Expense$745
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$92,467$17,400-$109,867
Occupancy$35,157$3,906-$39,063
Fees for Services Management$21,000$480-$21,480
Depreciation Depletion$20,527$844-$21,371
Office Expenses$10,694$1,792$448$12,934
Payroll Taxes$7,074$1,331-$8,405
Fees for Service Investment Mgmnt Fees$6,317--$6,317
Information Technology$3,461$2,307-$5,768
Advertising$593$2,076$297$2,966
Insurance$1,866$467-$2,333
Pension Plan Contributions$1,545--$1,545
Other Expenses$1,141--$1,141
Fees for Services Accounting$480$320-$800
Fees for Services Other-$673-$673
Total Functional Expenses$213,468$31,596$745$245,809
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“THE PHF HAS MEMBERS.”

Member election for additional members Part VI line 7A

“At the annual meeting, the members of the corporation elect the directors.”

Form 990 governing body review Part VI line 11

“No formal review was conducted or will be conducted. However, members of the governing body are provided copies and encouraged to analyze and comment.”

Conflict of interest policy compliance Part VI line 12C

“All transactions are reviewed by officers of the organization.”

Governing documents etc available to public Part VI line 19

“The governing documents, conflict of interest policy and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Postal History Foundation Inc
EIN
86-0358137
In Care Of
% THEODORE MAYNARD
Phone
5206236652
Address
920 NORTH FIRST AVE, TUCSON, AZ 85719-4818

Signing Officer

Name
Theodore Maynard
Title
Treasurer
Phone
5206236652
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Az
Voting Board Members
9
Independent Board Members
9
Employees
6

Preparer

Firm
Lawrence S Dembowski CPA
Address
405 West Cool Drive Suite 103, Tucson, AZ 85704
Preparer
Lawrence S Dembowski
Phone
5202977100
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Immaterial miscellaneous adjustments to balance.”

General explanation attachment

“The organizations mission is accomplished by supporting historical, research and educational activities in the field of philately through our philatelic library, museum, and youth education programs.”

Financial Statement Notes

Part III, Line 1A-Text in footnote regarding SFAS 116 (ASC 958)

“Phf receives contributions of stamps, postal history items and philatelic literature. Under the accounting policy, these items will not be recognized as revenue when received based upon the following conditions the collections are held for public exhibition, education, or research in the furtherance of public service rather than financial gain; and any proceeds from the sale of collection items are used to acquire other items for the collections.”

Part III, Line 4-Description organization'S collections

“The peggy j slusser library collections include books, periodicals,art works, and archival material relating to philately, postal history and the civil war. The library acts to catalog, maintain and preserve the collections for future generations. The library makes these collections available to members of the postal history foundation, philatelists and the general public for research and enjoyment. The library provides a reference service relating to the collections and has created web-based indexes and digitization projects for the purpose of publicizing and disseminating material from the collections. In addition, public exhibits are regularly created for the purpose of educating children and adults on philately, postal history and the civil war.”

Part V, Line 4-Intended uses of endowment funds

“The peggy j slusser endowment fund is maintained in support of the library and its programs. Theyouth endowment fund is maintained to support the youth education thru stamps and the stamp discovery programs.”

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IRS990/MissionDesc0THE MISSION OF THE POSTAL HISTORY FOUNDATION IS TO CONNECT PEOPLE TO POSTAL HISTORY, PHILATELY, AND THE WORLD OF STAMPS TO INSPIRE CURIOSITY AND ENCOURAGE THE ENJOYMENT OF LIFE LONG LEARNING.
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IRS990/OtherExpensesGrp/Desc0PHILATELIC LIBRARY
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IRS990/ProgramServiceRevenueGrp/Desc1PHILATELIC LIBRARY
IRS990/ProgramServiceRevenueGrp/Desc2YOUTH EDUCATION- STAMPS
IRS990/ProgramServiceRevenueGrp/Desc3PHILATELIC SALES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1410
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE PEGGY J SLUSSER PHILATELIC LIBRARY THE LIBRARY, A PREMIER PHILATELIC LIBRARY FACILITY, HAS EXPANDED IN THE LAST DECADE TO HOUSE A COLLECTION OF OVER 32,000 BOOKS, JOURNALS,AUCTION CATALOGS, PHOTOS, MAPS, AND OTHER REFERENCE MATERIALS RELATED TO PHILATELY AND POSTAL HISTORY. THE ARCHIVAL COLLECTIONS FOCUS ON THE POSTAL HISTORY OF ARIZONA AND THE SOUTHWESTERN UNITED STATES. THE LIBRARY ALSO HOUSES A COLLECTION OF CIVIL WAR LITERATURE AND ARTIFACTS. GRANTS TO THE LIBRARY HAVE ENABLED US TO SIGNIFICANTLY UPGRADE OUR PRESERVATION CAPABILITIES. THE CATALOG IS CONTINUOUSLY UPDATED TO REFLECT NEW ACQUISITIONS. THE LIBRARYS BIBLIOGRAPHIC RECORDS ARE HOSTED AT THREE DISTINCT ONLINE CATALOGS. THE PIMA COUNTY PUBLIC LIBRARY CATALOG LETS THE LIBRARY SERVE LOCAL PATRONS. THE UNION CATALOG, HOSTED BY (APRL), AND THE GLOGAL PHILATELIC LIBRARY CATALOG, HOSTED BY THE (RPSL), ALLOW THE LIBRARY SERVE PHILATELISTS GLOBALLY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt076643
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt019958
IRS990/ProgSrvcAccomActy3Grp/Desc0PHILATELIC POST OFFICE: OUR POST OFFICE IS A FULL SERVICE USPS CONTRACT POST OFFICE OPERATING ESPECIALLY TO THE BENEFIT OF STAMP COLLECTORS BY MAINTAINING A STOCK OF ALL CURRENT STAMP ISSUES. ITS PRESENCE HAS BEEN HELPFUL IN INTRODUCING MANY TO THE FULL ACTIVITIES OF THE FOUNDATION. THE POST OFFICE IS STAFFED BY ONE PAID EMPLOYEE AND A NUMBER OF VOLUNTEERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt030266
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt025000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0-PHILATELIC SALES: A PORTION OF THE STAMPS, COLLECTING SUPPLIES AND PHILATELIC LITERATURE THAT WE RECEIVE IN DONATIONS ARE PLACED IN OUR PHILATELIC SALES PROGRAM TO RAISE FUNDS FOR THE SUPPORT OF THE FOUNDATION. A SALES AREA IS MAINTAINED AT OUR HEADQUARTERS AND IS OPEN TO THE PUBLIC. MEMBERS RECEIVE A 20% DISCOUNT ON MOST ITEMS. SALES ARE ALSO CONDUCTED AT THE ARIZONA NATIONAL SHOW EACH YEAR AND REGULARLY ON EBAY. SPECIALIZED COLLECTIONS MAY BE SOLD AT AUCTION (SEE SCHEDULE M, LINE 32B).
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COLLECTIONS - PERMANENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PHF RECEIVES CONTRIBUTIONS OF STAMPS, POSTAL HISTORY ITEMS AND PHILATELIC LITERATURE. UNDER THE ACCOUNTING POLICY, THESE ITEMS WILL NOT BE RECOGNIZED AS REVENUE WHEN RECEIVED BASED UPON THE FOLLOWING CONDITIONS THE COLLECTIONS ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN THE FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; AND ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE PEGGY J SLUSSER LIBRARY COLLECTIONS INCLUDE BOOKS, PERIODICALS,ART WORKS, AND ARCHIVAL MATERIAL RELATING TO PHILATELY, POSTAL HISTORY AND THE CIVIL WAR. THE LIBRARY ACTS TO CATALOG, MAINTAIN AND PRESERVE THE COLLECTIONS FOR FUTURE GENERATIONS. THE LIBRARY MAKES THESE COLLECTIONS AVAILABLE TO MEMBERS OF THE POSTAL HISTORY FOUNDATION, PHILATELISTS AND THE GENERAL PUBLIC FOR RESEARCH AND ENJOYMENT. THE LIBRARY PROVIDES A REFERENCE SERVICE RELATING TO THE COLLECTIONS AND HAS CREATED WEB-BASED INDEXES AND DIGITIZATION PROJECTS FOR THE PURPOSE OF PUBLICIZING AND DISSEMINATING MATERIAL FROM THE COLLECTIONS. IN ADDITION, PUBLIC EXHIBITS ARE REGULARLY CREATED FOR THE PURPOSE OF EDUCATING CHILDREN AND ADULTS ON PHILATELY, POSTAL HISTORY AND THE CIVIL WAR.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE PEGGY J SLUSSER ENDOWMENT FUND IS MAINTAINED IN SUPPORT OF THE LIBRARY AND ITS PROGRAMS. THEYOUTH ENDOWMENT FUND IS MAINTAINED TO SUPPORT THE YOUTH EDUCATION THRU STAMPS AND THE STAMP DISCOVERY PROGRAMS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 1a-Text in footnote regarding SFAS 116 (ASC 958)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III, Line 4-Description organization's collections
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part V, Line 4-Intended uses of endowment funds
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0685302
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IRS990ScheduleM/CollectiblesGrp/ContributionCnt09
IRS990ScheduleM/CollectiblesGrp/MethodOfDeterminingRevenuesTxt0SEE PART II
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IRS990ScheduleM/CollectiblesGrp/NoncashContributionsRptF990Amt00
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IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0ON RARE OCCATIONS WE WILL RECEIVE UNIQUE OR SPECIALIZED COLLECTIONS THAT WE CONSIGN TO A PHILATELIC AUCTION HOUSE FOR SALE. ALSO, WE HAVE SENT SOME MATERIAL TO SPECIALTY STAMP ORGANIZATIONS FOR CIRCULATION AND SALE.
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt1LINE 18 - THE CONTRIBUTIONS NOTED ARE STAMP COLLECTIONS, EACH WITH AN INDEPENDANT APPRAISAL OF MORE THAN $ 5,000. WHILE THESE COLLECTIONS AND ACCUMUALTIONS ARE RECEIVED WITH APPRAISAL VALUES, THE ULTIMATE VALUE REALIZED BY PHF AND THE TIMING THEREOF IS NOT DETERMINABLE CURRENTLY. THAT VALUE WILL DEPEND ON OUR INTERNAL DISTRIBUTION OF THE MATERIAL AFTER THE HOLDING PERIOD TO A) THE PERMANENT COLLECTION, B)EDUCATION PROGRAMS - THE YOUTH EDUCATION PROGRAM AND STAMP DISCOVERY PROGRAM, OR C)SALES.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0Third party arrangements (Part I, line 32b)
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc1Additional Information for Schedule M
IRS990ScheduleM/ThirdPartiesUsedInd0true

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