BETA

GILMAN FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GILMAN FAMILY FOUNDATION (EIN 84-1465899)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202311319349104401
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)
Return2023-05-11T14:51:46-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841158905PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAUSEY DEMGEN & MOORE PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11099 18TH ST STE 2300AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP802021939ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841465899EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GILMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGILMBusinessNameControlTxt
Phone3037591766PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15910 S UNIVERSITY BLVD STE C18 36AddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP80121ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTUART WINGFIELD GILMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3037591766PhoneNum
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTUARTPersonFirstNm
Person LastWINGFIELD GILMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL C GRAEFPreparerPersonNm
PTINP00038238PTIN
Phone3032962229PhoneNum

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$901,796FMVAssetsEOYAmt
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$18,256DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,256DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,356NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$726,883GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,356CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,612TotalRevAndExpnssAmt
Total Net Invst Incm$19,612TotalNetInvstIncmAmt
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$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,950AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,099OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,099OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$308TaxesRevAndExpnssAmt
Taxes Net Invst Incm$308TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,367TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,417TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,367TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,417TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$42,755ExcessRevenueOverExpensesAmt
Net Investment Income$10,195NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,363SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,282SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,282SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$131,755USGovernmentObligationsBOYAmt
US Government Obligations EOY$396,198USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$391,278USGovtObligationsEOYFMVAmt
Corporate Stock BOY$620,594CorporateStockBOYAmt
Corporate Stock EOY$303,477CorporateStockEOYAmt
Corporate Stock EOYFMV$491,236CorporateStockEOYFMVAmt
Total Assets BOY$761,712TotalAssetsBOYAmt
Total Assets EOY$718,957TotalAssetsEOYAmt
Total Assets EOYFMV$901,796TotalAssetsEOYFMVAmt
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$761,712RetainedEarningBOYAmt
Retained Earning EOY$718,957RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$761,712TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$718,957TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$761,712TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$718,957TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$761,712TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$42,755ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$718,957SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$718,957TotNetAstOrFundBalancesEOYAmt

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 SCHWAB (DETAILS UPON REQUEST)P2022-01-012022-12-31$330,222$371,089-$40,867-$40,867
CHARLES SCHWAB (DETAILS UPON REQUEST)P2021-01-012022-12-31$396,661$354,438$42,223$42,223
FieldValueIRS element (for citing)
Capital Gain Net Income$1,356CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$142InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$142SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$142TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,356EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,356TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,214OverpaymentAmt
Applied To ES Tax$1,214AppliedToESTaxAmt
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 StateCOOrgReportOrRegisterStateCd
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 BooksSTEWART GILMANIndividualWithBooksNm
Phone3037591766PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15082 E HAMPDEN AVE 323AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80222ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE GILMAN PICKARD
4991 SOUTH EL CAMINO DRIVEENGLEWOODCO80111DIRECTOR0.00$0$0$0
STUART WINGFIELD GILMAN
5082 E HAMPDEN AVE 323DENVERCO80222DIRECTOR0.00$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$972,714AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,234AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$997,948TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$997,948AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,969CashDeemedCharitableAmt
Net Vl Noncharitable Assets$982,979NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,149MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,149MinimumInvestmentReturnAmt
Tax Based On Investment Income$142TaxBasedOnInvestmentIncomeAmt
Total Tax$142TotalTaxAmt
Distributable Before Adj$49,007DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,007DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$49,007DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$52,950QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,007DistributableAsAdjustedAmt
Undistributed Income PY$51,079UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$52,950QualifyingDistributionsAmt
Applied To Year1$51,079AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,871AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$47,136UndistributedIncomeCYAmt
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 (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLACK BELT FOUNDATION
5135 S YOSEMITE STGREENWOOD VILLAGECO801113302PCPRESERVE, PROTECT AND ENHANCE CANAL FOR FUTURE GENERATIONS$500
BRENT ELEY FOUNDATION
11980 E 16TH AVEAURORACO80010PCEDUCATION$500
CENTRAL CITY OPERA HOUSE ASSOCIATION
4875 WARD RD SUITE 100WHEAT RIDGECO80033PCTO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY$1,000
COLORADO PUBLIC RADIO
7409 S ALTON COURTCENTENNIALCO80112PCSPIRITUAL EDUCATION$1,000
DENVER ACADEMY
4400 EAST ILIFF AVENUEDENVERCO80222PCEDUCATION$19,500
DENVER ART MUSEUM
100 W 14TH AVENUE PARKWAYDENVERCO80204PCCHARITABLE WORKS$1,000
DENVER BOTANIC GARDENS
909 YORK STDENVERCO80206PCARTS$5,000
DENVER CENTER FOR PERFORMING ARTS
1101 13TH STDENVERCO80204PCEDUCATION$500
DENVER DUMB FRIENDS LEAGUE
2080 S QUEBEC STDENVERCO80231PCTO PROVIDE A HOME FOR FAMILIES WITH CHILDREN FIGHTING CANCER$1,000
DENVER MUSEUM OF NATURE & SCIENCE
2001 COLORADO BLVDDENVERCO80205PCTO PROVIDE A REFUGE FOR THE HOMELESS IN THE DENVER COMMUNITY$500
MESA VERDE FOUNDATION
8600 RALSTON ROAD SUITE 100ARVADACO80002PCTO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY$2,000
ROCKY MOUNTAIN PBS
PO BOX 173704DENVERCO80217PCARTS$1,000
ST FRANCIS CENTER
2323 CURTIS STREETDENVERCO80205PCPROVIDES EDUCATION PROGRAMS FOR YOUTHS AND ADULTS, CONSERVATION OF ARTIFACTS AND SPECIMENS, SCIENTIFIC RESEARCH, AND WORLD CLASS PERMANENT AND TEMPORARY EXHIBITIONS$15,500
THACHER SCHOOL
5025 THACHER ROADOJAICA93023PCCHILDHOOD EDUCATION$1,000
PERFORMANCE NOW THEATRE COMPANY
9833 SOUTH ROCK DOVE LANELITTLETONCO80129PCTO PROVIDE PERFORMING ARTS TO THE DENVER COMMUNITY$250
HIGH LINE CANAL CONSERVANCY
4010 E ORCHARD ROADCENTENNIALCO80121PCTO PRESERVE, PROTECT AND ENHANCE THE HIGH LINE CANAL IN THE DENVER COMMUNITY$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,000TotalGrantOrContriPdDurYrAmt
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$18,256ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,356ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$19,612ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,612TotalIncomeProducingActyAmt

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$1,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,950DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES$8,196$20,860
ACCENTURE PLC$18,258$20,814
ALPHABET INC$18,807$26,469
APPLE INC$9,747$23,907
AUTO DATA PROCESSING$8,463$27,947
CANADIAN NATL RAILWAY$14,262$23,182
HOME DEPOT INC$8,262$23,690
JOHNSON & JOHNSON$13,245$21,198
MCDONALDS CORP$16,469$26,353
MICROSOFT CORP$5,852$26,620
NVIDIA CORP$6,652$20,460
SMITH A O$15,859$18,603
TEXAS INSTRUMENTS$12,920$21,479
VISA INC$20,557$24,931
BERKSHIRE HATHAWAY CLASS B$27,702$29,345
UNITEDHEALTH GRP INC$19,667$23,858
ENERGY SELECT SECTOR$49,504$64,290
LOCKHEED MARTIN CORP$25,404$31,621
ADVANCED MICRO DEVIC$3,651$15,609

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$396,198USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$391,278USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$10NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$9,099Amt
Net Investment Income$9,099NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$308Amt
Net Investment Income$308NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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