HALE FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HALE FAMILY FOUNDATION INC (EIN 20-0976212)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-21
IRS object ID
202511119349100701
Schema version
2024v5.1
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)
Return2025-04-21T10:47:39-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RICHARD E HENNESSEYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13511 BAY ROAD N DRIVEAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200976212EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HALE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHALEBusinessNameControlTxt
Phone5133783300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1704 TAMARIND CTAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJJOSEPH HALE JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5133783300PhoneNum
Signature2025-04-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD E HENNESSEYPreparerPersonNm
PTINP00097149PTIN
Phone3174189473PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$144,009FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,701DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,701DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,701DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,332NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$78,956GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,369TotalRevAndExpnssAmt
Total Net Invst Incm$7,701TotalNetInvstIncmAmt
Total Adj Net Incm$7,701TotalAdjNetIncmAmt
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
Other Prof Fees Rev And Expnss$1,049OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,049OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,055TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,055TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,292ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,292ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,347TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,055TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$39,292TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,978ExcessRevenueOverExpensesAmt
Net Investment Income$6,646NetInvestmentIncomeAmt
Adjusted Net Income$7,701AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$78,065CashBOYAmt
Cash EOY$9,470CashEOYAmt
Cash EOYFMV$9,470CashEOYFMVAmt
Corporate Bonds BOY$109,054CorporateBondsBOYAmt
Corporate Bonds EOY$143,671CorporateBondsEOYAmt
Corporate Bonds EOYFMV$134,539CorporateBondsEOYFMVAmt
Total Assets BOY$187,119TotalAssetsBOYAmt
Total Assets EOY$153,141TotalAssetsEOYAmt
Total Assets EOYFMV$144,009TotalAssetsEOYFMVAmt
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$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$187,119TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$153,141TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$187,119TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$153,141TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$187,119TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,978ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$153,141SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$153,141TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TIME WARNER2022-01-112024-04-15$13,781$15,153-$1,372-$1,372
NETFLIX2022-01-102024-03-01$20,000$20,000$0$0
FEDERAL HOME LOAN BANK2024-03-042024-09-18$15,030$14,990$40$40
BOEING1992-08-132024-08-15$20,000$20,000$0$0
WACHOVIA1995-10-052024-08-13$10,145$10,145$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,332CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$40NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$92InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$92SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$92TaxBasedOnInvestmentIncomeAmt
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$92TaxDueAmt

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 StateOHOrgReportOrRegisterStateCd
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 BooksJ JOSEPH HALE JRIndividualWithBooksNm
Phone5133783300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11919 GULFSHORE BLVDAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34102ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J JOSEPH HALE JR
704 TAMARIND CTNAPLESFL34108PRESIDENT0.00$0$0$0
LINDA DAYHUFF HALE
704 TAMARIND CTNAPLESFL34108VICE PRESIDENT0.00$0$0$0
BRITTEN WOODSIDE HALE
704 TAMARIND CTNAPLESFL34108DIRECTOR0.00$0$0$0
ANDREW GRANT HALE
704 TAMARIND CTNAPLESFL34108DIRECTOR0.00$0$0$0
KATHERINE HALE GRAMBLING
704 TAMARIND CTNAPLESFL34108DIRECTOR0.00$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$116,198AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,767AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$159,965TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$159,965AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,399CashDeemedCharitableAmt
Net Vl Noncharitable Assets$157,566NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,878MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,878MinimumInvestmentReturnAmt
Tax Based On Investment Income$92TaxBasedOnInvestmentIncomeAmt
Total Tax$92TotalTaxAmt
Distributable Before Adj$7,786DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,786DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,786DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,292ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$39,292QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,786DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$30,946ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,774ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,268ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$27,591ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$34,185ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$129,764TotalExcessDistributionCyovAmt
Qualifying Distributions$39,292QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,786AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,506RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$161,270TotalCorpusAmt
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$30,946ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$130,324ExcessDistriCyovToNextYrAmt
Excess From Year4$7,774ExcessFromYear4Amt
Excess From Year3$29,268ExcessFromYear3Amt
Excess From Year2$27,591ExcessFromYear2Amt
Excess From Year1$34,185ExcessFromYear1Amt
Excess From Current Year$31,506ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ JOSEPH HALE JRContributingManagerNm
Contributing ManagerLINDA DAYHUFF HALEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DANCE KALEIDOSCOPE
1125 E BROOKSIDE AVENUEINDIANAPOLISIN46202NONE501(C)(3)GENERAL ASSISTANCE$4,300
DEPAUW UNIVERSITY
PO BOX 37GREENCASTLEIN46135NONE501(C)(3)GENERAL ASSISTANCE$2,000
FIRST CONGREGATIONAL CHURCH
P O BOX 866NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$5,000
INDIANAPOLIS MOTOR SPEEDWAY MUSEUM
4750 WEST 16TH STREETINDIANAPOLISIN46222NONE501(C)(3)GENERAL ASSISTANCE$3,030
LANDMARK COLUMBUS FOUNDATION
408 6TH STREETCOLUMBUSIN47201NONE501(C)(3)GENERAL ASSISTANCE$1,000
NANTUCKET HISTORICAL ASSN
P O BOX 1016NANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$1,000
ST LUKE UNITED METHODIST CHURCH
100 W 86TH STREETINDIANAPOLISIN46260NONE501(C)(3)GENERAL ASSISTANCE$1,000
UNITED METHODIST COMMUNICATIONS FOUNDATION
PO BOX 320NASHVILLETN37202NONE501(C)(3)GENERAL ASSISTANCE$3,500
INDIANAPOLIS FILM PROJECT
1258 WINDSOR STINDIANAPOLISIN46201NONE501(C)(3)GENERAL ASSISTANCE$2,500
THE PENROD SOCIETY
P O BOX 40817INDIANAPOLISIN46240NONE501(C)(3)GENERAL ASSISTANCE$1,811
DREAMLAND FOUNDATION
17 SOUTH WATER STREETNANTUCKETMA02554NONE501(C)(3)GENERAL ASSISTANCE$510
STAMFORD HOSPITAL FOUNDATION
3001 SUMMER STREETSTAMFORDCT06905NONE501(C)(3)GENERAL ASSISTANCE$300
SCONSET TRUST
1 NEW STREETSIASCONSETMA02564NONE501(C)(3)GENERAL ASSISTANCE$1,000
THE WARMING PLACE NANTUCKET
POBOX 3334NANTUCKETMA02584NONE501(C)(3)GENERAL ASSISTANCE$250
SUMMER STOCK STAGE
PO BOX 55012INDIANAPOLISIN46205NONE501(C)(3)GENERAL ASSISTANCE$4,700
WFYI
1630 N MERIDIAN STREETINDIANAPOLISIN46202NONE501(C)(3)GENERAL ASSISTANCE$1,000
HEARTLAND FILM FESTIVAL
8950 OTIS AVENUEINDIANAPOLISIN46216NONE501(C)(3)GENERAL ASSISTANCE$600
INDIANAPOLIS ARTS COUNCIL
924 N PENNSYLVANIA STREETINDIANAPOLISIN46204NONE501(C)(3)GENERAL ASSISTANCE$3,091
KAPPA ALPHA THETA FOUNDATION
8740 FOUNDERS ROADINDIANAPOLISIN46268NONE501(C)(3)GENERAL ASSISTANCE$100
LADD INC
955 GLENWOOD AVECINCINNATIOH45229NONE501(C)(3)GENERAL ASSISTANCE$100
SECOND PRESBYTERIAN CHURCH
7700 N MERIDIAN STINDIANAPOLISIN46260NONE501(C)(3)GENERAL ASSISTANCE$1,000
LICKING COUNTY FOUNDATION
30 N 2ND STREETNEWARKOH43055NONE501(C)(3)GENERAL ASSISTANCE$1,000
INDEPENDENT COUNCIL OF WOMEN'S SPORTS
10624 S EASTERN AVE A-1052HENDERSONNV89052NONE501(C)(3)GENERAL ASSISTANCE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,292TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,701RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,332RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$6,369RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,369TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME SET ASIDE FOR FUTURE GRANTS
8CAPITAL GAIN INCOME SET ASIDE 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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPERSHINGBondNm
EOY Book Value$143,671EOYBookValueAmt
EOYFMV$134,539EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$1,049Amt
Net Investment Income$1,049NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$6Amt
Net Investment Income$6NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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