BETA

THE BUCKELEW FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE BUCKELEW FAMILY FOUNDATION (EIN 83-0466544)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-15
IRS object ID
202611969349100731
Schema version
2025v4.2
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)
Return2026-07-15T14:20:45-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223480145PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLMAN FRENIA ALLISON PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11985 CEDAR BRIDGE AVENUE SUITE 3AddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830466544EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BUCKELEW FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBUCKBusinessNameControlTxt
Phone7327365200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1231 MAIN STREET PO BOX 2017AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08754ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH BUCKELEWPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7327365200PhoneNum
Signature2026-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG R JOHNSONPreparerPersonNm
PTINP00836358PTIN
Phone7327971333PhoneNum
Preparation2026-07-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$90,302FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,262DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,262DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,262DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$16,430NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,930GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,430CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,698TotalRevAndExpnssAmt
Total Net Invst Incm$17,698TotalNetInvstIncmAmt
Total Adj Net Incm$1,268TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$101TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$101TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,975ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,975ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,076TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$17,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$378ExcessRevenueOverExpensesAmt
Net Investment Income$17,698NetInvestmentIncomeAmt
Adjusted Net Income$1,268AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,792CashBOYAmt
Cash EOY$9,914CashEOYAmt
Cash EOYFMV$9,914CashEOYFMVAmt
Other Investments BOY$20,450OtherInvestmentsBOYAmt
Other Investments EOY$16,950OtherInvestmentsEOYAmt
Other Investments EOYFMV$80,388OtherInvestmentsEOYFMVAmt
Total Assets BOY$27,242TotalAssetsBOYAmt
Total Assets EOY$26,864TotalAssetsEOYAmt
Total Assets EOYFMV$90,302TotalAssetsEOYFMVAmt
Loans From Officers BOY$7,617LoansFromOfficersBOYAmt
Loans From Officers EOY$7,617LoansFromOfficersEOYAmt
Total Liabilities BOY$7,617TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,617TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$19,625NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$19,247NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$19,625TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,247TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,242TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,864TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,625TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$378ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$19,247SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$19,247TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySPDR S&P 500 ETF TRPropertyDesc
Acquired2009-08-24AcquiredDt
Sold2025-05-29SoldDt
Gross Sales Price$19,930GrossSalesPriceAmt
Cost Or Other Basis$3,500CostOrOtherBasisAmt
Gain Or Loss$16,430GainOrLossAmt
Gains Minus Excess Or Losses$16,430GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$16,430CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$246InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$246SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$246TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$246TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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 BooksORGANIZATIONIndividualWithBooksNm
Phone7327365205PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1231 MAIN STREET PO BOX 2017AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08754ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH BUCKELEW
231 MAIN STREET PO BOX 2017TOMS RIVERNJ08754TRUSTEE2.00$0$0$0
BRIAN BUCKELEW
231 MAIN STREET PO BOX 2017TOMS RIVERNJ08754TRUSTEE1.00$0$0$0
KEVIN BUCKELEW
231 MAIN STREET PO BOX 2017TOMS RIVERNJ08754TRUSTEE1.00$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$84,263AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,354AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$92,617TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$92,617AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,389CashDeemedCharitableAmt
Net Vl Noncharitable Assets$91,228NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,561MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,561MinimumInvestmentReturnAmt
Tax Based On Investment Income$246TaxBasedOnInvestmentIncomeAmt
Total Tax$246TotalTaxAmt
Distributable Before Adj$4,315DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,315DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,315DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,975ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$17,975QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,315DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,913ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,329ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,686ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,397ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,216ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$85,541TotalExcessDistributionCyovAmt
Qualifying Distributions$17,975QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,315AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,660RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$99,201TotalCorpusAmt
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$6,913ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$92,288ExcessDistriCyovToNextYrAmt
Excess From Year4$20,329ExcessFromYear4Amt
Excess From Year3$18,686ExcessFromYear3Amt
Excess From Year2$20,397ExcessFromYear2Amt
Excess From Year1$19,216ExcessFromYear1Amt
Excess From Current Year$13,660ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH BUCKELEWContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH BUCKELEWRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1231 MAIN STREET PO BOX 2017AddressLine1Txt
CityTOMS RIVERCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08754ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7327365205RecipientPhoneNum
Form And Info And MaterialsSUBMISSIONS MUST BE WRITTEN. THE EXACT FORMAT HAS NOT BEEN DETERMINED.FormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSIONS ARE CONSIDERED AT THE DISCRETION OF THE FOUNDATION MANAGEMENT.SubmissionDeadlinesTxt
Restrictions On AwardsNO CURRENT RESTRICTIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASOR
209 COMMERCE STREETALEXANDRIAVA22314N/ANCCHARITABLE PURPOSES$250
THE HERITAGE FOUNDATION
214 MASSSACHUSETTS AVENUEWASHINGTONDC20002N/ANCCHARITABLE PURPOSES$50
BOYS TOWN
14100 CRAWFORD STREETBOYS TOWNNE68010N/ANCCHARITABLE PURPOSES$75
DEB TIAGWAD MEMORIAL FUND
PO BOX 446HADDONFIELDNJ08033N/ANCCHARITABLE PURPOSES$500
EMMANUEL CANCER FOUNDATION
2510 BELMAR BOULEVARD UNIT I-17WALL TOWNSHIPNJ07719N/ANCCHARITABLE PURPOSES$1,000
FOX CHASE CANCER CENTER
333 COTTMAN AVENUEPHILADELPHIAPA19111N/ANCCHARITABLE PURPOSES$25
HILLSDALE COLLEGE
33 W COLLEGE STREETHILLSDALEMI49242N/ANCCHARITABLE PURPOSES$76
NEXT STEPS
1521 BEAVER DAM ROADPOINT PLEASANTNJ08742N/ANCCHARITABLE PURPOSES$1,000
SOCIETY FOR SCIENCE
1776 MASSACHUSETTS AVENUE NW SUITEWASHINGTONDC20036N/ANCCHARITABLE PURPOSES$75400
LARC SCHOOL
1089 CREEK ROADBELLMAWRNJ08031N/ANCCHARITABLE PURPOSES$500
MERCY CENTER NJ
1106 MAIN STREETASBURY PARKNJ07712N/ANCCHARITABLE PURPOSES$5,300
MONMOUTH COUNCIL SCOUTING AMERICA
705 GINESI DRIVEMORGANVILLENJ07751N/ANCCHARITABLE PURPOSES$175
NJ HALL OF FAME
1037 RAYMOND BOULEVARD SUITE 340NEWARKNJ07102N/ANCCHARITABLE PURPOSES$5,000
21 PLUS FDN INC
1900 ROUTE 70 SUITE 12MANCHESTERNJ08759N/ANCCHARITABLE PURPOSES$100
OCEAN'S HARBOR HOUSE
808 CONIFER STREETTOMS RIVERNJ08754N/ANCCHARITABLE PURPOSES$2,000
TOMS RIVER 1ST AID SQUAD 39
11 IRONS STREETTOMS RIVERNJ08753N/ANCCHARITABLE PURPOSES$100
AM BATTLE MONUMENTS FOUNDATION
2181 S COLUMBINE STREETDENVERCO80210N/ANCCHARITABLE PURPOSES$500
JUDICIAL WATCH
425 THIRD STREET SW SUITE 800WASHINGTONDC20024N/ANCCHARITABLE PURPOSES$50
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306N/ANCCHARITABLE PURPOSES$1,000
VFW POST 8867
373 ADAMSTON ROADBRICK TOWNSHIPNJ08723N/ANCCHARITABLE PURPOSES$49
WALL COMMUNITY FIRST AID
1417 LAKEWOOD ROADMANASQUANNJ08736N/ANCCHARITABLE PURPOSES$100
WALL PBA LOCAL 234
PO BOX 1332 2700 ALLAIRE ROADWALL TOWNSHIPNJ07719N/ANCCHARITABLE PURPOSES$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,975TotalGrantOrContriPdDurYrAmt
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$6ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,262ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,430ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$17,698ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,698TotalIncomeProducingActyAmt

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 Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SPDR S&P 500 ETF TRUSTAT COST$10,296$68,192
ISHARES MSCI EAFE ETFAT COST$6,654$12,196

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$101Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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