BERNARD AND BETTY HARDESTY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BERNARD AND BETTY HARDESTY CHARITABLE FOUNDATION INC (EIN 52-2284064)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202443209349100414
Schema version
2023v5.1
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)
Return2024-11-15T07:30:37-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521447872PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT D HAUCK LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1617 RIDGELY AVENUEAddressLine1Txt
CityANNAPOLISCityNm
State AbbreviationMDStateAbbreviationCd
ZIP214011069ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522284064EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERNARD AND BETTY HARDESTYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBERNBusinessNameControlTxt
Phone4108278437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13023 KENT NARROW WAY SAddressLine1Txt
CityGRASONVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21638ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBERNARD O HARDESTY JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108278437PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT HAUCKPreparerPersonNm
PTINP00537419PTIN
Phone4102243257PhoneNum
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$127,892FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$33InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$33InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,869DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,869DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$613NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$15,647GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$613CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,515TotalRevAndExpnssAmt
Total Net Invst Incm$3,515TotalNetInvstIncmAmt
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$1,455AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,455AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,297OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,297OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,752TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,752TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,002TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,752TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,487ExcessRevenueOverExpensesAmt
Net Investment Income$763NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,365CashBOYAmt
Cash EOY$10,696CashEOYAmt
Cash EOYFMV$10,696CashEOYFMVAmt
Other Investments BOY$104,237OtherInvestmentsBOYAmt
Other Investments EOY$93,727OtherInvestmentsEOYAmt
Other Investments EOYFMV$117,196OtherInvestmentsEOYFMVAmt
Total Assets BOY$113,602TotalAssetsBOYAmt
Total Assets EOY$104,423TotalAssetsEOYAmt
Total Assets EOYFMV$127,892TotalAssetsEOYFMVAmt
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$113,602RetainedEarningBOYAmt
Retained Earning EOY$104,423RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$113,602TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$104,423TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$113,602TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$104,423TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$113,602TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,487ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$105,115SubtotalAmt
Other Decreases$692OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$104,423TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$297$376-$79-$79
PUBLICLY TRADED SECURITIESP$13,614$14,658-$1,044-$1,044
CAPITAL GAINS DIVIDENDSP$1,736$1,736$1,736
FieldValueIRS element (for citing)
Capital Gain Net Income$613CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$490EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$490TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$479OverpaymentAmt
Applied To ES Tax$479AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
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 BooksBERNARD O HARDESTY JRIndividualWithBooksNm
Phone4108278437PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13023 KENT NARROW WAY SAddressLine1Txt
CityGRASONVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21638ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BERNARD O HARDESTY JR
334 GREENWOOD HALL FARM LANEGRASONVILLEMD21638PRESIDENT0.00$0$0$0
BRENDA HARDESTY
334 GREENWOOD HALL FARM LANEGRASONVILLEMD21638VICE PRESIDENT0.00$0$0$0
KELLY PHIPPS
334 GREENWOOD HALL FARM LANEGRASONVILLEMD21638VICE PRESIDENT0.00$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$116,802AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,030AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$126,832TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$126,832AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,902CashDeemedCharitableAmt
Net Vl Noncharitable Assets$124,930NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,247MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,247MinimumInvestmentReturnAmt
Tax Based On Investment Income$11TaxBasedOnInvestmentIncomeAmt
Total Tax$11TotalTaxAmt
Distributable Before Adj$6,236DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,236DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,236DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,236DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$90ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,566ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,087ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,509ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,865ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,117TotalExcessDistributionCyovAmt
Qualifying Distributions$9,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,236AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,014RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,131TotalCorpusAmt
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$90ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,041ExcessDistriCyovToNextYrAmt
Excess From Year4$1,566ExcessFromYear4Amt
Excess From Year3$2,087ExcessFromYear3Amt
Excess From Year2$1,509ExcessFromYear2Amt
Excess From Year1$2,865ExcessFromYear1Amt
Excess From Current Year$3,014ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBERNARD O HARDESTY JRContributingManagerNm
Contributing ManagerBRENDA HARDESTYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADKINS ARBORETUM
12610 EVELYN ROADRIDGELYMD21660EOFDONATION$250
CASA
1 S WASHINGTON ST SW 2EASTONMD21601EOFDONATION$250
CHESAPEAKE BAY ENVIRONMENTAL CENTER
PO BOX 519GRASONVILLEMD21638EOFDONATION$500
COMPASS REGIONAL HOSPICE
255 COMET DRIVECENTREVILLEMD21617EOFDONATION$1,000
GRASONVILLE AMBULANCE
PO BOX 457GRASONVILLEMD21638EOFDONATION$500
GRASONVILLE VFD
PO BOX 457GRASONVILLEMD21638EOFDONATION$500
HAVEN MINISTRIES INC
PO BOX 44CHESTERMD21619EOFDONATION$250
MD FOOD BANK
PO BOX 2966SALISBURYMD21802EOFDONATION$250
SHORERIVERS
114 S WASHINGTON ST STE 301EASTONMD21601EOFDONATION$500
ST PATRICK'S EPISCOPAL DAY SCHOOL
4700 WHITEHAVEN PKWY NWWASHINGTONDC20007EOFDONATION$250
ST PAUL'S PARISH
PO BOX 278CENTREVILLEMD21617EOFDONATION$2,500
THE CHESTERWYE CENTER
PO BOX 96GRASONVILLEMD21638EOFDONATION$250
THE CHILDREN'S HOME FOUNDATION
1102 RIVERSIDE DRSALISBURYMD21801EOFDONATION$250
MD PUBLIC TV
PO BOX 13183BALTIMOREMD21203EOFDONATION$250
QUEEN ANNES MENTAL HEALTH COMMITTEE
PO BOX 519QUEENSTOWNMD21615EOFDONATION$1,000
SALVATION ARMY
PO BOX 3136HAGERSTOWNMD21741EOFDONATION$250
SPECIAL OLYMPICS OF MD
3701 COMMERCE DR SUITE 103BALTIMOREMD21227EOFDONATION$250
WOMEN AND GIRLS FUND
102 E DOVER STEASTONMD21601EOFDONATION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,869ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$613ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,515ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,515TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,455Amt
Net Investment Income$1,455NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$93,727BookValueAmt
EOYFMV$117,196EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN FAIR MARKET VALUEDesc
Amt$692Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$1,297Amt
Net Investment Income$1,297NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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