BETA

IN CHRISTO VERA EDUCATIO: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
IN CHRISTO VERA EDUCATIO (EIN 95-2394638)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-15
IRS object ID
202441369349100004
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)
Return2024-05-15T00:50:06-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952700123PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANCE SOLL & LUNGHARD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1203 N BREA BLVD SUITE 203AddressLine1Txt
CityBREACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92821ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN952394638EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IN CHRISTO VERA EDUCATIOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINCHBusinessNameControlTxt
Phone2022475514PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 661525AddressLine1Txt
CityARCADIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91066ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD RIESENPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2022475514PhoneNum
Signature2024-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastRIESENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID S MYERS CPAPreparerPersonNm
PTINP00185045PTIN
Phone7146720022PhoneNum
Preparation2024-05-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$5,848,557FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$148,205DividendsRevAndExpnssAmt
Dividends Net Invst Incm$148,205DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$247,819NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,424,649GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$247,819CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$21,376OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$21,376OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$417,400TotalRevAndExpnssAmt
Total Net Invst Incm$417,400TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$39,810CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,839CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$31,971CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$3,098TaxesRevAndExpnssAmt
Taxes Net Invst Incm$443TaxesNetInvstIncmAmt
Taxes Adj Net Incm$2,656TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,861TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,861TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$76,163OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$70,357OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$5,805OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$122,932TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$78,639TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,656TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$41,637TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$158,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$158,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$281,732TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$78,639TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,656TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$200,437TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$135,668ExcessRevenueOverExpensesAmt
Net Investment Income$338,761NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51,983CashBOYAmt
Cash EOY$48,834CashEOYAmt
Cash EOYFMV$48,834CashEOYFMVAmt
Corporate Stock BOY$3,946,328CorporateStockBOYAmt
Corporate Stock EOY$4,099,125CorporateStockEOYAmt
Corporate Stock EOYFMV$4,356,849CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,208,266CorporateBondsBOYAmt
Corporate Bonds EOY$1,192,488CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,138,346CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$2,473InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$2,473InvstLandAccumDepreciationAmt
Other Assets BOY$302,498OtherAssetsBOYAmt
Other Assets EOY$304,528OtherAssetsEOYAmt
Other Assets EOYFMV$304,528OtherAssetsEOYFMVAmt
Total Assets BOY$5,509,075TotalAssetsBOYAmt
Total Assets EOY$5,644,975TotalAssetsEOYAmt
Total Assets EOYFMV$5,848,557TotalAssetsEOYFMVAmt
Other Liabilities BOY$703OtherLiabilitiesBOYAmt
Other Liabilities EOY$935OtherLiabilitiesEOYAmt
Total Liabilities BOY$703TotalLiabilitiesBOYAmt
Total Liabilities EOY$935TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,508,372NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,644,040NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,508,372TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,644,040TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,509,075TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,644,975TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,508,372TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$135,668ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,644,040SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,644,040TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWABP2023-06-212023-06-21$2,182,712$2,176,830$5,882$5,882
BROKER COST BASIS ADJUSTMENTP2023-06-212023-06-21$241,937$241,937$241,937
FieldValueIRS element (for citing)
Capital Gain Net Income$247,819CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,709InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,709SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,709TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,257EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,257TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Tax Due$1,457TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLSL CPASIndividualWithBooksNm
Phone7146720022PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1203 N BREA BLVD STE 203AddressLine1Txt
CityBREACityNm
State AbbreviationCAStateAbbreviationCd
ZIP928214056ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD RIESEN
236 E WALNUT DMONROVIACA91016ADMINISTRATOR20.00$0$0$0
TIMOTHY FENDERSON
5419 SANTA ANITA AVETEMPLE CITYCA917803628BOARD MEMBER1.00$0$0$0
KEN HORTON
1465 E TOPEKA STPASADENACA91104BOARD MEMBER1.00$0$0$0
TIPPI MANSKE
27473 CLARKSON STSANTA CLARITACA913541910PRESIDENT3.00$0$0$0
JORDAN MORTON
302 MAYDEE STMONROVIACA91016SECRETARY2.00$0$0$0
CRAIG TAKATA
118 LIMONEIRVINECA92602TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEACON POINTE ADVISORS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 CORPORATE PLAZA STE 150AddressLine1Txt
CityNEWPORT BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP926607017ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$50,428CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS MADE TO THREE CHRISTIAN HIGH SCHOOLS FOR SCHOLARSHIPS TO WORTHY STUDENTS.Description1Txt
Expenses1$158,800Expenses1Amt

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$5,398,931AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,292AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,427,223TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,427,223AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$81,408CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,345,815NetVlNoncharitableAssetsAmt
Minimum Investment Return$267,291MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$267,291MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,709TaxBasedOnInvestmentIncomeAmt
Total Tax$4,709TotalTaxAmt
Distributable Before Adj$262,582DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$262,582DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$262,582DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,437ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$200,437QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$262,582DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$11,183ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$11,183TotalExcessDistributionCyovAmt
Qualifying Distributions$200,437QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$200,437AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$11,183ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,183ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$50,962UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MARANATHA HIGH SCHOOL
169 ST JOHN AVENUEPASADENACA91105NONESCHOOLSCHOLARSHIPS FOR WORTHY STUDENTS$49,000
PACIFICA CHRISTIAN HIGH SCHOOL
1730 WILSHIRE BLVDSANTA MONICACA90403NONESCHOOLSCHOLARSHIPS FOR WORTHY STUDENTS$61,200
TRINITY CLASSICAL ACADEMY
28310 KELLY JOHNSON PARKWAYVALENCIACA91355NONESCHOOLSCHOLARSHIPS FOR WORTHY STUDENTS$48,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$158,800TotalGrantOrContriPdDurYrAmt
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$148,205RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$21,376RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$247,819RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$417,400RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$417,400TotalIncomeProducingActyAmt

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 MAINTAINED FOR EXEMPT PURPOSES
8INVESTMENT INCOME MAINTAINED FOR EXEMPT PURPOSES

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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationEXCEPTED FROM REQUIREMENT AS A RELIGIOUS ORGANIZATIONExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,192,488EOYBookValueAmt
EOYFMV$1,138,346EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK OVERRIDEStockNm
EOY Book Value$4,099,125EOYBookValueAmt
EOYFMV$4,356,849EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescIBORROWDesc
BOY Book Value$302,498BOYBookValueAmt
EOY Book Value$304,528EOYBookValueAmt
EOYFMV$304,528EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEE$17,789$16,392$0$1,397
ADVISORY FEES$50,428$46,469$0$3,959
BANK CHARGES$60$56$0$4
BOARD EXPENSES$1,594$1,469$0$125
INSURANCE$1,085$1,000$0$85
MISCELLANEOUS EXPENSE$2,221$2,221$0$0
OTHER PROGRAM EXPENSES$1,000$921$0$79
POSTAGE$269$247$0$21
TELEPHONE$100$92$0$8
EQUIP RETNAL AND MAINTENANCE$1,617$1,490$0$127

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER INVESTMENT INCOME$21,054$21,054
MISCELLANEOUS REVENUE$322$322

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL LIABILITIESDesc
BOY Book Value$703BOYBookValueAmt
EOY Book Value$935EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$3,098Amt
Net Investment Income$443NetInvestmentIncomeAmt
Adjusted Net Income$2,656AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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