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DEAN AND CAROL MUELLER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DEAN AND CAROL MUELLER FAMILY FOUNDATION (EIN 81-0776819)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202431309349102958
Schema version
2023v5.0
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)
Return2024-05-09T14:09:34-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341912961PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN & COMPANY LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1OFFICES LISTED ATAddressLine1Txt
CityWWWCOHENCPACOMCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810776819EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEAN AND CAROL MUELLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEANBusinessNameControlTxt
Phone2166961422PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line131680 LAKE ROADAddressLine1Txt
CityAVON LAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEAN T MUELLERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2166961422PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEANPersonFirstNm
Person LastMUELLERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT J SWAINPreparerPersonNm
PTINP00446317PTIN
Phone8002291099PhoneNum
Preparation2024-05-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,961,294FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$103,712DividendsRevAndExpnssAmt
Dividends Net Invst Incm$103,712DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$28,627NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$459,277GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$78,185TotalRevAndExpnssAmt
Total Net Invst Incm$103,712TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,550AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$6,871OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,871OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,971TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,421TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,550TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$275,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$275,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$284,971TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,421TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$276,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$206,786ExcessRevenueOverExpensesAmt
Net Investment Income$95,291NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$234,691CashBOYAmt
Cash EOY$188,151CashEOYAmt
Cash EOYFMV$188,151CashEOYFMVAmt
Other Investments BOY$3,606,776OtherInvestmentsBOYAmt
Other Investments EOY$3,423,587OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,773,143OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,841,467TotalAssetsBOYAmt
Total Assets EOY$3,611,738TotalAssetsEOYAmt
Total Assets EOYFMV$4,961,294TotalAssetsEOYFMVAmt
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$3,841,467RetainedEarningBOYAmt
Retained Earning EOY$3,611,738RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,841,467TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,611,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,841,467TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,611,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,841,467TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$206,786ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,634,681SubtotalAmt
Other Decreases$22,943OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,611,738TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
VAN ECK CM COMMODITY INDX-I2023-09-01$23,055$25,000-$1,945-$1,945
DOUBLELINE CORE FIXED INCOME FUND2023-09-08$191,941$200,000-$8,059-$8,059
BNY MELLON DEVELOPED MARKETS REAL2023-09-08$45,038$55,163-$10,125-$10,125
BNY MELLON GLOBAL REAL RETURN Y2023-09-08$89,722$106,981-$17,259-$17,259
VANGUARD FTSE EMERGING MARKETS ETF2023-12-29$60,967$62,085-$1,118-$1,118
CHAMPLAIN MID CAP FUND-INS2023-12-28$10,000$11,278-$1,278-$1,278
VANGUARD SMALL-CAP ETF2023-12-29$32,316$27,397$4,919$4,919
CAPITAL GAINS DIVIDENDS$6,238$6,238$6,238P
FieldValueIRS element (for citing)
Capital Gain Net Income-$28,627CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,325InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,325SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,325TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,255EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,255TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$930OverpaymentAmt
Applied To ES Tax$930AppliedToESTaxAmt
Refund$0RefundAmt

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 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 BooksDEAN T MUELLERIndividualWithBooksNm
Phone2166961422PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line131680 LAKE ROADAddressLine1Txt
CityAVON LAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44012ZIPCd
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
CAROL J MUELLER
31680 LAKE ROADAVON LAKEOH44012PRESIDENT1.00$0$0$0
DEAN T MUELLER
31680 LAKE ROADAVON LAKEOH44012SECRETARY/TREASURER1.00$0$0$0
JACQUELYN L MUELLER
31680 LAKE ROADAVON LAKEOH44012CO-VICE PRESIDENT1.00$0$0$0
ALLISON J MUELLER
31680 LAKE ROADAVON LAKEOH44012CO-VICE PRESIDENT1.00$0$0$0
ERIC W MUELLER
31680 LAKE ROADAVON LAKEOH44012CO-VICE PRESIDENT1.00$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$4,582,050AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$251,907AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,833,957TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,833,957AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$72,509CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,761,448NetVlNoncharitableAssetsAmt
Minimum Investment Return$238,072MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$238,072MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,325TaxBasedOnInvestmentIncomeAmt
Total Tax$1,325TotalTaxAmt
Distributable Before Adj$236,747DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$236,747DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$236,747DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$276,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$276,550QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$236,747DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,179ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$30,649ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$68,417ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$66,346ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$55,046ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$243,637TotalExcessDistributionCyovAmt
Qualifying Distributions$276,550QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$236,747AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,803RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$283,440TotalCorpusAmt
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$23,179ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$260,261ExcessDistriCyovToNextYrAmt
Excess From Year4$30,649ExcessFromYear4Amt
Excess From Year3$68,417ExcessFromYear3Amt
Excess From Year2$66,346ExcessFromYear2Amt
Excess From Year1$55,046ExcessFromYear1Amt
Excess From Current Year$39,803ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROL J MUELLERContributingManagerNm
Contributing ManagerDEAN T MUELLERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCAROL DEAN MUELLERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line131680 LAKE ROADAddressLine1Txt
CityAVON LAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44012ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2166961422RecipientPhoneNum
Form And Info And MaterialsSUBMIT REQUEST IN LETTER FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNORTHEASTERN OHIO CIVIC AND CULTURAL 501 (C) (3) ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CLEVELAND ANIMAL PROTECTIVE LEAGUE
1729 WILEY AVECLEVELANDOH44113UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$105,000
UNIVERSITY HOSPITALS
11100 EUCLID AVECLEVELANDOH44106UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$100,000
WESTERN RESERVE HISTORICAL SOCIETY
10825 E BOULEVARDCLEVELANDOH44106UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$50,000
JDRF
200 VESEY STREET 28TH FLOORNEW YORKNY10281UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$5,000
ORCHARD FRIENDS SCHOOL
405 LINDEN AVERIVERTONNJ08077UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$275,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$103,712ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$28,627ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$75,085ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$75,085TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,100Amt
Net Investment Income$1,550NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,550DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME - BNYAT COST$946,359$952,804
EQUITY - BNYAT COST$2,021,018$3,353,506
ALTERNATIVE INVESTMENTS - BNYAT COST$456,210$466,833

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescIRS ERRONEOUS REFUND RETURNEDDesc
Amt$22,943Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$6,871RevenueAndExpensesPerBooksAmt
Net Investment Income$6,871NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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