2024-11-15T05:14:18-08:00 2023-12-31 203411157 Adam Financial LLP 41 Long Wharf Mall Newport RI 02840 990PF 2023-01-01 050436837 Dorothy Burney Richards Trust DORO 4014230083 57 Narragansett Avenue Jamestown RI 02835 Eric Archer Trustee 2024-11-15 true true Jeffrey C Adam CPA P00090643 4018461993 2023 2024-10-15 13:58:12Z X 1004415 X X 211 211 211 17890 17890 17890 25 37 25 18126 18126 18101 566 566 566 566 566 566 0 0 0 566 566 566 0 17560 17560 17535 39052 56615 56615 212451 212439 947800 251503 269054 1004415 0 X 251503 269054 251503 269054 251503 269054 251503 17560 3 269066 12 269054 Charles Schwab Corp P 2006-07-31 2023-02-08 37 12 25 25 25 244 244 244 244 0 false false false false false false false false true true false false false false true N/A Jeffrey C Adam 4018461993 41 Long Wharf Mall Newport RI 02840 false false false false false false false false false true 2021 2022 true false false false false false false false false false false false false Eric Archer 57 Narragansett Avenue Jamestown RI 02835 Trustee 0.00 0 NONE NONE 896636 47834 0 944470 0 944470 14167 930303 46515 46515 244 244 46271 46271 46271 0 46271 42990 2021 40084 0 40084 40084 42990 46271 Richard Bauchspies 283 Carriage Drive Portsmouth RI 02871 4018472953 Letter Ongoing None 211 17890 25 18126 18126 false false false false false false false false false false PCAR Cost Basis Reduction 12 Foreign Taxes CHarles Schwab x1288 566 566 566