2025-04-22T08:26:49-07:00 2024-12-31 844112050 D & D TAX FILING SERVICES LLC 6001 RIVER ROAD SUITE 310 COLUMBUS GA 31904 990PF 2024-01-01 222783903 Stephen Furbacher Charitable Trust STEP 8052378960 1985 Penman Springs Road Paso Robles CA 93446 Ann E McCasland Trustee 8052378960 2025-04-21 true Charles K Davis CPA P00940260 7066600504 2025-04-22 2024 2025-03-06 01:10:19Z X 673450 X X 1 1 1 11587 11587 11587 63120 2673 0 0 11588 74708 14261 0 1095 11344 148 0 0 12587 0 0 24000 24000 36587 0 24000 -24999 74708 14261 54697 52115 52115 7134 5199 5199 0 0 169695 196978 194319 235809 251164 421817 0 0 0 0 0 0 467335 505456 673450 0 0 0 0 0 X 467335 505456 467335 505456 467335 505456 467335 -24999 63120 505456 505456 STCG Covered (Statement Attached) P 2024-01-30 2024-09-26 59800 0 57127 2673 0 0 0 2673 LTCG Covered (Statement Attached) P 2020-05-11 2024-06-27 216605 0 165653 50952 0 0 0 50952 LTCG Noncovered (Statement Attached) P 2020-05-11 2024-06-27 8694 0 1623 7071 0 0 0 7071 LTCG Noncovered (Statement Attached) P 2010-06-30 2024-07-19 2424 0 0 2424 0 0 0 2424 63120 2673 1038 0 1038 0 1038 381 381 381 657 0 false false false false false false false true true GA true false false false false true N/A Ann McCasland 8052378960 1985 Penman Springs Rd Paso Robles CA 93446 false false false false false false false false false false false false false false false false false false false false Richard J Furbacher 2812 Wiltshire Road Mill Bay BC CA 00000 Trustee 1.00 0 0 0 SA Furbacher 55 N Wooded Brook Circle The Woodlands TX 77382 Trustee 1.00 0 0 0 Ann McCasland 1985 Penman Springs Rd Paso Robles CA 93446 Trustee 1.00 0 0 0 NONE 0 NONE 0 None 0 None 0 0 0 604211 9904 0 614115 0 614115 9212 604903 30245 30245 1038 1038 29207 29207 29207 24000 0 24000 29207 30800 27000 30500 18000 21000 127300 24000 0 24000 151300 0 0 0 29207 30800 120500 27000 30500 18000 21000 24000 None None X Project Ploughshares 140 Westmount Rd North Waterloo ON CA 00000 Public General 750 Doctors Without Borders 720 Spadina Ave Suite 402 Toronto ON CA 00000 Public General 10000 Water AidWater Can 321 Chapel Street Ottawa Ontario CA 00000 Public General 4500 Inter Pares 221 Laurier Ave E Ottawa Ontario CA 00000 Public General 750 United Nations High Comm 280 Albert St Ste 401 Ottawa Ontario CA 00000 Public General 5000 Boys and Girls Club of San Leandro 2200 San Leandro Blvd San Leandro CA 94577 Public General 1500 El Camino Homeless Organization P O Box 2077 Atascadero CA 93423 Public General 1500 24000 14 1 14 11587 18 63120 74708 74708 1 N/A false false false false false false false false false false Charles K Davis CPA PC Tax return preparation 1095 None 0 Morgan Stanley Stmt Attached 251164 421817 196978 194319 Net proceeds received from sale of inv 63120 Morgan Stanley Investment mgt. fees 11344 Foreign tax paid 148