ROCKY NOOK FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ROCKY NOOK FOUNDATION (EIN 85-6679527)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202641359349102044
Schema version
2025v4.1
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)
Return2026-05-15T12:38:21-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUE SUITE 301AddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105281633ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN856679527EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROCKY NOOK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROCKBusinessNameControlTxt
Phone9145563185PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 LUKES WOOD ROADAddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06840ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER T BAKERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9145563185PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH R BODAN TAX PARTNERPreparerPersonNm
PTINP00365043PTIN
Phone9143818900PhoneNum
Preparation2026-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,061,095FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$107InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$107InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,389DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,389DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$107,311NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$183,782GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$107,311CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$129,807TotalRevAndExpnssAmt
Total Net Invst Incm$129,807TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,042TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,042TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,042TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,042TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,001ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,001ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,043TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,042TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,001TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$28,764ExcessRevenueOverExpensesAmt
Net Investment Income$128,765NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$345CashBOYAmt
Cash EOY$15,052CashEOYAmt
Cash EOYFMV$15,052CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$75,294SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$75,294SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,117,174CorporateStockBOYAmt
Corporate Stock EOY$1,040,703CorporateStockEOYAmt
Corporate Stock EOYFMV$1,970,749CorporateStockEOYFMVAmt
Total Assets BOY$1,117,529TotalAssetsBOYAmt
Total Assets EOY$1,131,049TotalAssetsEOYAmt
Total Assets EOYFMV$2,061,095TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,117,529RetainedEarningBOYAmt
Retained Earning EOY$1,131,049RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,117,529TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,131,049TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,117,529TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,131,049TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,117,529TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$28,764ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,146,293SubtotalAmt
Other Decreases$15,244OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,131,049TotNetAstOrFundBalancesEOYAmt

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
SPDR S&P 500 ETF TRUST2018-02-092025-01-02$25,058$11,223$13,835$13,835
SPDR S&P 500 ETF TRUST2018-02-092025-05-16$59,056$26,099$32,957$32,957
SPDR S&P 500 ETF TRUST2018-02-092025-11-20$99,668$39,149$60,519$60,519
FieldValueIRS element (for citing)
Capital Gain Net Income$107,311CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,790InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,790SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,790TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$840EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$840TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$950TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHRISTOPHER T BAKERIndividualWithBooksNm
Phone9142659306PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1204 LUKES WOOD ROADAddressLine1Txt
CityNEW CANAANCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06840ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
CHRISTOPHER T BAKER
204 LUKES WOOD ROADNEW CANAANCT06840TRUSTEE2.00$0$0$0
RACHEL DIEHL
204 LUKES WOOD ROADNEW CANAANCT06840TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,901,196AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,901AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,954,097TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,954,097AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,311CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,924,786NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,239MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,239MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,790TaxBasedOnInvestmentIncomeAmt
Total Tax$1,790TotalTaxAmt
Distributable Before Adj$94,449DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$94,449DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$94,449DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,001ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$100,001QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,449DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$189,075ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$189,075TotalExcessDistributionCyovAmt
Qualifying Distributions$100,001QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$94,449AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,552RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$194,627TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$194,627ExcessDistriCyovToNextYrAmt
Excess From Year1$189,075ExcessFromYear1Amt
Excess From Current Year$5,552ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CITY SQUASH
PO BOX 619BRONXNY10458N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$1,500
CROSSING THRESHOLDS
18 LOCUST AVENEW CANAANCT06840N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$5,000
DEERFIELD ACADEMY
7 BOYDEN LANEDEERFIELDMA01342N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$7,500
FIRST CONGREGATIONAL CHURCH OF NEW CANAAN
23 PARK STREETNEW CANAANCT06840N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$7,500
GEORGETOWN UNIVERSITY
3700 O STREET NWWASHINGTONDC20057N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$10,000
MEALS-ON-WHEELS OF NEW CANAAN
3 FARM ROADNEW CANAANCT06840N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$1,000
NANTUCKET BEHAVIORAL HEALTH CENTER
20 VESPER LANENANTUCKETMA02554N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$10,001
NEW CANAAN LIBRARY
151 MAIN STREETNEW CANAANCT06840N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$10,000
NEW YORK CITY BALLET
20 LINCOLN CENTER PLAZANEW YORKNY10023N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$10,000
OHIO WESLEYAN UNIVERSITY
61 S SANDUSKY STREETDELAWAREOH43015N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$7,500
STAMFORD HOSPITAL FOUNDATION
3001 SUMMER STREETSTAMFORDCT06905N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$10,000
STANFORD FUND
520 LASUEN MALLSTANFORDCA94305N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$5,000
STANFORD UNIVERSITY
450 JANE STANFORD WAYSTANFORDCA94305N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$5,000
US SQUASH
PO BOX 7377PHILADELPHIAPA19101N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$5,000
YOUTH ORCHESTRA WITHOUT BORDERS
60 PERRY STREETNEW YORKNY10014N/APCGENERAL CONTRIBUTION, UNRESTRICTED TO PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,001TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$107ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,389ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$107,311ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$129,807ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,807TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INVESTMENT INCOME IS SOURCE OF FOUNDATION FUNDING FOR FUTURE GRANTS
4INVESTMENT INCOME IS SOURCE OF FOUNDATION FUNDING FOR FUTURE GRANTS
8INVESTMENT INCOME IS SOURCE OF FOUNDATION FUNDING FOR FUTURE GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSPDR S&P 500 ETF TRUSTStockNm
EOY Book Value$1,040,703EOYBookValueAmt
EOYFMV$1,970,749EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON INVESTMENTSDesc
Amt$15,244Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$1,042Amt
Net Investment Income$1,042NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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