BETA

THE VELMANS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE VELMANS FOUNDATION INC (EIN 13-3321706)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202403209349105715
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)
Return2024-11-15T15:05:19-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042530803PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH WATSON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 NORTH ST SUITE 205AddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133321706EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE VELMANS FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O HESTER VELMANSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVELMBusinessNameControlTxt
Phone4132292709PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1778 HEWINS STREETAddressLine1Txt
CitySHEFFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01257ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHESTER VELMANSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4132292709PhoneNum
Signature2024-11-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY D BELAIR CPAPreparerPersonNm
PTINP00845921PTIN
Phone4134649940PhoneNum
Preparation2024-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,009FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,270ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,009InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,009InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,009InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,189DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,189DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,189DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$26,236NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$121,885GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,236CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$34,704TotalRevAndExpnssAmt
Total Net Invst Incm$31,434TotalNetInvstIncmAmt
Total Adj Net Incm$5,198TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,475AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,475AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$617OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$617OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$320TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,887TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,092TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,475TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$135,436ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$135,436ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$139,323TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,092TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$136,911TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$104,619ExcessRevenueOverExpensesAmt
Net Investment Income$29,342NetInvestmentIncomeAmt
Adjusted Net Income$5,198AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,962SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$27,829USGovernmentObligationsBOYAmt
US Government Obligations EOY$27,829USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,996USGovtObligationsEOYFMVAmt
Corporate Stock BOY$52,806CorporateStockBOYAmt
Corporate Bonds BOY$42,844CorporateBondsBOYAmt
Total Assets BOY$130,441TotalAssetsBOYAmt
Total Assets EOY$27,842TotalAssetsEOYAmt
Total Assets EOYFMV$2,009TotalAssetsEOYFMVAmt
Accounts Payable EOY$2,020AccountsPayableEOYAmt
Total Liabilities EOY$2,020TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$130,441NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$25,822NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$130,441TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$25,822TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$130,441TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,842TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$130,441TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$104,619ExcessRevenueOverExpensesAmt
Subtotal$25,822SubtotalAmt
Tot Net Ast Or Fund Balances EOY$25,822TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$3,549$3,893-$344-$344
PUBLICLY TRADED SECURITIESP$118,063$91,756$26,307$26,307
FieldValueIRS element (for citing)
Capital Gain Net Income$26,236CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$408InvestmentIncomeExciseTaxAmt
Subtotal$408SubtotalAmt
Tax Based On Investment Income$408TaxBasedOnInvestmentIncomeAmt
Tax Due$408TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHESTER VELMANSIndividualWithBooksNm
Phone9148198449PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1778 HEWINS STAddressLine1Txt
CitySHEFFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01257ZIPCd
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
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHESTER VELMANSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1778 HEWINS STREETAddressLine1Txt
CitySHEFFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01257ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$41,951AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,594AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$112,545TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$112,545AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,688CashDeemedCharitableAmt
Net Vl Noncharitable Assets$110,857NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,543MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,543MinimumInvestmentReturnAmt
Tax Based On Investment Income$408TaxBasedOnInvestmentIncomeAmt
Total Tax$408TotalTaxAmt
Distributable Before Adj$5,135DistributableBeforeAdjAmt
Distributable Before Ded$5,135DistributableBeforeDedAmt
Distributable As Adjusted$5,135DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$136,911ExpensesAndContributionsAmt
Qualifying Distributions$136,911QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,135DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$34,551ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$41,943ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$78,096ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$58,863ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$213,453TotalExcessDistributionCyovAmt
Qualifying Distributions$136,911QualifyingDistributionsAmt
Applied To Current Year$5,135AppliedToCurrentYearAmt
Remaining Distri From Corpus$131,776RemainingDistriFromCorpusAmt
Total Corpus$345,229TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$34,551ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$310,678ExcessDistriCyovToNextYrAmt
Excess From Year4$41,943ExcessFromYear4Amt
Excess From Year3$78,096ExcessFromYear3Amt
Excess From Year1$58,863ExcessFromYear1Amt
Excess From Current Year$131,776ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASHLEY FALLS VILLAGE IMRPOVE
1204 ASHLEY FALLS RDSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
BERKSHIRE COMMUNITY LAND TRUST
140 JUG END ROADGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$500
BERKSHIRE GROWN
321 MAIN STGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$500UNIT 209
BERKSHIRE TACONIC COMMUNITY FOUNDAT
800 N MAIN STSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$500
CLOSE ENCOUNTERS WITH MUSIC
PO BOX 34GREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
CONSTRUCT INC
316A STATE RDGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
EMPOWER GENERATION
44236 10TH ST WLANCASTERCA93534501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000SUITE 105
FAIRVIEW HOSPITAL
29 LEWIS AVEGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$500
FLYING CLOUD INSTITUTE
20 STOCKBRIDGE RDGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000SUITE 2
FRIENDS OF THE BUSNELL SAGE LIBRARY
48 MAIN STSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
FRIENDS OF THE SHEFFIELD SENIOR CEN
25 COOK RDSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
HANDS IN OUTREACH
1504 SILVER STSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
LITERACY NETWORK
32 PARK STLEEMA01238501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
MAHAIWE PERFORMING ARTS CTR
14 CASTLE STGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$2,500
NETHERLANDS AMERICA FDN
505 8TH AVENEW YORKNY10018501(C)(3)SUPPORT CHARITABLE ACTIVITIES$30,000SUITE 12A-05
NON PROFIT CENTER OF THE BER
968 MAIN STREETWILLIAMSTOWNMA01267501(C)(3)SUPPORT CHARITABLE ACTIVITIES$5,000
PINE GROVE CEMETERY ASSOCIATION
PO BOX 654SHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$200
PLANNED PARENTHOOD FEDERATION
1055 COMMONWEALTH AVEBOSTONMA02215501(C)(3)SUPPORT CHARITABLE ACTIVITIES$500
RENAISSANCE CHARITABLE FOUNDATION I
8888 KEYSTONE CROSSINGINDIANAPOLISIN46240501(C)(3)SUPPORT CHARITABLE ACTIVITIES$55,000SUITE 1222
RENAISSANCE CHARITABLE FOUNDATION I
8888 KEYSTONE CROSSINGINDIANAPOLISIN46240501(C)(3)SUPPORT CHARITABLE ACTIVITIES$36SUITE 1222
SHEFFIELD FOOD ASSISTANCE PROGRAM
125 MAIN STSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$500
SHEFFIELD FOOD ASSISTANCE PROGRAM
125 MAIN STSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$500
SHEFFIELD HISTORICAL SOCIETY
159 MAIN STSHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$200UNIT 161
SHEFFIELD LAND TRUST
PO BOX 940SHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
SOUTHERN BERKSHIRE AMBULANCE
31 LEWIS AVEGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
SPM DISABILITY JUSTICE FUND
50 LANSING STEMERYVILLECA94105501(C)(3)SUPPORT CHARITABLE ACTIVITIES$30,000UNIT 604
THE PEOPLE'S PANTRY INC
5 ST JAMES PLGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250
TOWN OF SHEFFIELD
21 DEPOT SQUARESHEFFIELDMA01257501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
TRIPLEX CINEMA INC
70 RAILROAD STGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$1,000
VIM BERKSHIRES
777 S MAIN STGREAT BARRINGTONMA01230501(C)(3)SUPPORT CHARITABLE ACTIVITIES$250UNIT 4
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$135,436TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,009ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,189ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,236ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$31,434ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,434TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,950Amt
Net Investment Income$1,475NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,475DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm
LAB CORP OF AMERICA HOLDINGS 15000
GOLDMAN SACHS 26000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNm
ISHARES CORPORATE BONDS
DUKE ENERGY 100
HONEYWELL INTERNATIONAL 100
MERCK & CO 125
MICROSOFT 89
WEYERHAEUSER CO 250

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$27,829USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,996USGovtObligationsEOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$617Amt
Net Investment Income$617NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXES - FEDERALCategoryTxt
Amt$320Amt

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