BETA

JUNE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
JUNE FOUNDATION (EIN 04-3736877)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-01-29
IRS object ID
202440299349100124
Schema version
2022v5.0
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)
Return2024-01-29T12:11:30-08:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN901079176PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Magnolia CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13214 W McGraw St 312AddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98199ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043736877EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The June FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJUNEBusinessNameControlTxt
Phone2063834437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16533 Seaview Ave NWAddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIreta GraubePersonNm
Person TitlePresidentPersonTitleTxt
Phone2063834437PhoneNum
Signature2023-10-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstIretaPersonFirstNm
Person LastGraubePersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBianca M AllenPreparerPersonNm
PTINP01474089PTIN
Phone2063261995PhoneNum
Preparation2024-01-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,874,419FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,692ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,944InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,944InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,944InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$17,453DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,453DividendsNetInvstIncmAmt
Dividends Adj Net Incm$17,453DividendsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$62,962CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$27,089TotalRevAndExpnssAmt
Total Net Invst Incm$85,359TotalNetInvstIncmAmt
Total Adj Net Incm$22,397TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,625AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$433TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$327OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,385TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$79,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,385TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,296ExcessRevenueOverExpensesAmt
Net Investment Income$85,359NetInvestmentIncomeAmt
Adjusted Net Income$22,397AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,035SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,657SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,657SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$65,202USGovernmentObligationsBOYAmt
US Government Obligations EOY$63,749USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$63,749USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,508,731CorporateStockBOYAmt
Corporate Stock EOY$1,694,572CorporateStockEOYAmt
Corporate Stock EOYFMV$1,694,572CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$100,441OtherInvestmentsEOYAmt
Other Investments EOYFMV$100,441OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,581,968TotalAssetsBOYAmt
Total Assets EOY$1,874,419TotalAssetsEOYAmt
Total Assets EOYFMV$1,874,419TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
Donor Rstr Net Assets BOY$1,581,968DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$1,874,419DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,581,968TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,874,419TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,581,968TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,874,419TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,581,968TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,296ExcessRevenueOverExpensesAmt
Other Increases$346,747OtherIncreasesAmt
Subtotal$1,874,419SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,874,419TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFactSet ResearchPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2002-08-15AcquiredDt
Sold2023-03-08SoldDt
Gross Sales Price$74,723GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$11,761CostOrOtherBasisAmt
Gain Or Loss$62,962GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$62,962GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$62,962CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,186InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,186SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,186TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$62EsPenaltyAmt
Tax Due$1,248TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksIreta GraubeIndividualWithBooksNm
Phone2063834437PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16533 Seaview Ave NW 608AAddressLine1Txt
CitySeattleCityNm
State AbbreviationWAStateAbbreviationCd
ZIP981176067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Ireta Graube
6533 Seaview Ave 608ASeattleWA98117President1.00$0$0$0
Marita Graube
2336 N 58th StSeattleWA98103Vice President1.00$0$0$0
August Graube
208 N 41st StSeattleWA98103Secretary1.00$0$0$0
Dean Stevens
2336 N 58th StSeattleWA98103Treasurer1.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,186TaxBasedOnInvestmentIncomeAmt
Total Tax$1,186TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABGU EmpowerHer
55 East 59th StreetNew YorkNY10022PCCharitable$2,500
Acadia Center
PO BOX 583RockportME04856PCCharitable$3,000
Alliance for Education
509 Olive Way 500SeattleWA98101PCCharitable$3,000
Ballard Food Bank
1400 Leary Wy NW Seattle WA 98107SeattleWA98107PCCharitable$1,000
Boys & Girls Club King County
603 Stewart Street Suite 300SeattleWA98101PCCharitable$2,500
Cannon Beach Community Food Pantry
PO Box 852Cannon BeachOR97110PCCharitable$1,000
Children's Alliance
113 Cherry St Box 87190SeattleWA98104PCCharitable$2,000
Clean Air Task Force
114 STATE STREET 6TH FLBostonMA02109PCCharitable$5,500
COAF
149 5th Ave Suite 500New YorkNY10010PCCharitable$2,500
Compass Housing Alliance
220 Dexter Ave NSeattleWA98109PCCharitable$1,000
DiscNW
PO Box 85112SeattleWA98145PCCharitable$500
EarthGen
4649 Sunnyside Av N 305SeattleWA98103PCCharitable$2,750
Emporia State University Foundation
1500 Highland StEmporiaKS66801PCCharitable$500
Environmental and Energy Study Institute
1020 19TH ST NW STE 400WashingtonDC20036PCCharitable$4,000
Fare Start
700 Virginia StSeattleWA98101PCCharitable$2,000
Food Lifeline
815 S 96th StSeattleWA98108PCCharitable$1,500
Foster Supports
270 Sangstead WayPort TownsendWA98368PCCharitable$500
Friends of Haystack Rock
PO Box 1222Cannon BeachOR97110PCCharitable$1,000
Full Life Care
4712 35th Ave SSeattleWA98118PCCharitable$1,000
Giffords Courage to Fight Gun Violence
PO Box 51196WashingtonDC20091PCCharitable$1,000
Innocence Project
40 Worth Street Suite 701New YorkNY20091PCCharitable$1,000
KEXP
472 1st Ave NSeattleWA98109PCCharitable$500
KNKX
930 BroadwayTacomaWA98402PCCharitable$2,000
Mary's Place
PO Box 1711SeattleWA98111PCCharitable$2,000
Medicine Sans Frontieres
40 Rector Street 16th FloorNew YorkNY10006PCCharitable$2,500
Music Center of the NW
901 N 96th StSeattleWA98103PCCharitable$500
North Coast Land Conservancy
PO Box 67SeasideOR97138PCCharitable$2,000
NW Girlchoir
2150 N 122nd StSeattleWA98133PCCharitable$500
Oregon Shores Conservation Coalition
PO Box 5626Coos BayOR97420PCCharitable$2,500
Pacific Bonsai Museum
PO Box 6108Federal WayWA98063PCCharitable$500
PayPal Giving Fund
2211 N First StSan JoseCA95131PCCharitable$2,050
PEPS
4649 Sunnyside Ave N 324SeattleWA98103PCCharitable$1,200
Pro Publica
155 Avenue of the Americas 13th FloNew YorkNY10015PCCharitable$5,000
Real Change
219 1st AvSSuite220SeattleWA98104PCCharitable$1,000
Sandy Hook Promise Foundation
PO Box 3489NewtownCT06470PCCharitable$2,500
SE Seattle Schools Fundraising Alliance
509 Olive Way 500SeattleWA98101PCCharitable$3,000
SEAS Michigan
3003 South State Street Suite 9000Ann ArborMI48109PCCharitable$1,000
Seattle Times Investigative Journalism Fund
PO BOX 35146SeattleWA98111PCCharitable$500
Sierra Club
2101 Webster St Ste 1250OaklandCA94612PCCharitable$2,500
Sierra Club Foundation
2101 WebsterOaklandCA94612PCCharitable$1,500
South Poverty Law Center
400 Washington AvenueMontgomeryAL36104PCCharitable$1,000
Sudanese American Physicians Association
1620 Hardeman LnPlanoTX75075PCCharitable$1,000
Wildlife Center of the North Coast
PO Box 1232AstoriaOR97103PCCharitable$2,500
World Research Institute
10 G STREET NE 8TH FLWashingtonDC20002PCCharitable$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$79,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,944RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,453RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,397RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,397TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberNALineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Amerisourcebergen$313,110$313,110
Apple$884,420$884,420
FactSet Research Systems$233,909$233,909
Home Depot Inc$199,021$199,021
Johnson & Johnson$64,112$64,112

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$63,749StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$63,749StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemExchange Traded Funds - Ish Rsl1000 GrwtCategoryOrItemTxt
Book Value$100,441BookValueAmt
EOYFMV$100,441EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Postage$50
Checks$9
OR filing fee$268

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDifference between FMV 2021 & 2022Desc
Amt$346,747Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryReimbursements - Tax paidCategoryTxt
Amt$433Amt

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