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CHAMINADE UNIVERSITY EDUCATIONAL FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHAMINADE UNIVERSITY EDUCATIONAL FOUNDATION (EIN 99-6007124)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-03
IRS object ID
202331259349302663
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)
Return2023-05-03T14:18:31-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990250528PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARTHUR K KUWAHARA CPA AACBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1765 AMANA STREET SUITE 412AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96814ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN996007124EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHAMINADE UNIVERSITY EDUCATION FOUNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHAMBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BISHOP STREET STE 1200AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCALVERT CHIPCHASE IVPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8085219317PhoneNum
Signature2023-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCALVERTPersonFirstNm
Person LastCHIPCHASEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARTHUR K KUWAHARAPreparerPersonNm
PTINP01039698PTIN
Phone8089427789PhoneNum
Preparation2023-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCALVERT G CHIPCHASE IVPrincipalOfficerNm
Gross Receipts$276,080GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1962FormationYr
Legal Domicile StateHILegalDomicileStateCd
Activity Or MissionTO PROMOTE AND ASSIST IN THE FINANCING OF THE PURPOSES AND OBJECTIVES OF CHAMINADE UNIVERSITY OF HONOLULU.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,000PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$143,070PYInvestmentIncomeAmt
CY Investment Income$52,933CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$147,070PYTotalRevenueAmt
CY Total Revenue$52,933CYTotalRevenueAmt
PY Grants And Similar Paid$160,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$20,339PYOtherExpensesAmt
CY Other Expenses$39,658CYOtherExpensesAmt
PY Total Expenses$180,339PYTotalExpensesAmt
CY Total Expenses$39,658CYTotalExpensesAmt
PY Revenues Less Expenses-$33,269PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,275CYRevenuesLessExpensesAmt
Total Assets BOY$1,998,281TotalAssetsBOYAmt
Total Assets EOY$1,666,147TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,998,281NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,666,147NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE AND ASSIST IN THE FINANCING OF THE PURPOSES AND OBJECTIVES OF CHAMINADE UNIVERSITY OF HONOLULU.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescGRANTS ARE MADE TO CHAMINADE UNIVERSITY IN ORDER TO GIVE CASH SCHOLARSHIPS TO STUDENTS.Desc
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCALVERT CHIPCHASE IVPersonNm
Phone8085219317PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 BISHOP ST STE 1200AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
KAREN E ANDERSON
TRUSTEE0.250.00Yes (X)$0$0$0
GULAB WATUMULL
TRUSTEE0.250.00Yes (X)$0$0$0
BRYAN ANDAYA
TRUSTEE0.250.00Yes (X)$0$0$0
LOLITA LUM HOY
TRUSTEE0.250.00Yes (X)$0$0$0
KALEIALOHA K CADINHA PUAA
TRUSTEE0.250.00Yes (X)$0$0$0
AMANDA A JONES
TRUSTEE0.250.00Yes (X)$0$0$0
NICOLE M DUPONT
TRUSTEE0.250.00Yes (X)$0$0$0
CALVERT G CHIPCHASE IV
PRESIDENT1.000.00$0$0$0Yes (X)
DIANE PETERS NGUYEN
SECRETARY0.250.00$0$0$0Yes (X)
RICHARD Y KIDO
TREASURER0.250.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,766TotalRevenueColumnAmt
Exclusion$30,766ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$245,314SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$223,147SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$22,167SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,167TotalRevenueColumnAmt
Exclusion$22,167ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,933TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$52,933ExclusionAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,820TotalAmt
Management And General$20,820ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$18,838TotalAmt
Management And General$18,838ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$39,658TotalAmt
Program Services$0ProgramServicesAmt
Management And General$39,658ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,322BOYAmt
EOY$9,323EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,988,959BOYAmt
EOY$1,656,824EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,998,281BOYAmt
EOY$1,666,147EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,411,574BOYAmt
EOY$1,087,730EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$586,707BOYAmt
EOY$578,417EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,998,281BOYAmt
EOY$1,666,147EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,998,281BOYAmt
EOY$1,666,147EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$13,275ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$343,559NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,850OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHAMINADE UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN990272261EIN
Organization Type5OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipfalseOfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (true)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org InvlmntYes (true)ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Operate for the benefit of Part IV Sect B line 2Chaminade University Educational Foundation annually provides scholarships to students who need assistance with tuition payments.
Appointed or elected Part IV Sect D line 2The CUEF board of directors is in regular communication with the supported organization (Chaminade University). The supported organization thus identifies scholarships and other programs for which the supported organization requests funding, and the CUEF board approves this funding.
Have a significant voice Part IV Sect D line 3The CUEF board of directors receives requests for funding the supported organization (Chaminade University). The CUEF board approves these requests, thereby providing funding to the supported organization in a manner consistent with the wishes of the supported organization.
Directly further the exempt purposes Part IV Sect E line 2aThe supported organization is Chaminade University. CUEF held restricted funds for scholarships at Chaminade University on behalf of the supported organization, ultimately releasing certain of these funds to the supported organization for use in scholarships and other programs. CUEF was responsive to Chaminade University through the CUEFs board receiving and approving requests for funding from the supported organization. These activities constituted substantially all of CUEFs activities because CUEF did not make grants to any other organizations.
Act supported organizations would have engaged inPart IV E 2bPart IV, Sec E, Line 2bCUEFs funding exclusively supported scholarships and programs at Chaminade University. Without the involvement of CUEF, Chaminade University would have needed to administer these restricted funds and other funds for programming.

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$586,707BeginningYearBalanceAmt
Investment Earnings Or Losses-$7,313InvestmentEarningsOrLossesAmt
Administrative Expenses$977AdministrativeExpensesAmt
End Year Balance$578,417EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$573,687BeginningYearBalanceAmt
Contributions$4,000ContributionsAmt
Investment Earnings Or Losses$8,926InvestmentEarningsOrLossesAmt
Administrative Expenses-$94AdministrativeExpensesAmt
End Year Balance$586,707EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$469,701BeginningYearBalanceAmt
Contributions$100,000ContributionsAmt
Investment Earnings Or Losses$5,483InvestmentEarningsOrLossesAmt
Administrative Expenses$1,497AdministrativeExpensesAmt
End Year Balance$573,687EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$457,167BeginningYearBalanceAmt
Contributions$2,500ContributionsAmt
Investment Earnings Or Losses$3,070InvestmentEarningsOrLossesAmt
Administrative Expenses-$6,964AdministrativeExpensesAmt
End Year Balance$469,701EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$457,288BeginningYearBalanceAmt
Contributions$6,000ContributionsAmt
Investment Earnings Or Losses$5,984InvestmentEarningsOrLossesAmt
Administrative Expenses$12,105AdministrativeExpensesAmt
End Year Balance$457,167EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Governing body meeting documentation Part VI line 8aTHE BOARD SECRETARY KEEPS MINUTES OF MEETINGS THAT ARE HELD.
Committee meeting documentation Part VI line 8bMINUTES ARE PREPARED WHENEVER COMMITTEE MEETINGS ARE HELD.
Form 990 governing body review Part VI line 11THE DRAFT OF THE FORM 990 IS DISTRIBUTED AMONG THE OFFICERS FOR THEIR REVIEW BEFORE THE TAX RETURN IS SUBMITTED.
Conflict of interest policy compliance Part VI line 12cTRUSTEES ARE REQUIRED ONCE A YEAR TO REVIEW THE FOUNDATIONS CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST.
Form 990 availability to public Part VI line 18THE GENERAL PUBLIC MAY REVIEW THE FORM 990 UPON REQUEST DURING NORMAL BUSINESS HOURS.
Governing documents etc available to public Part VI line 19THE GENERAL PUBLIC MAY REVIEW GOVERNING DOCUMENTS UPON REQUEST DURING NORMAL BUSINESS HOURS.
Explanation of other changes in net assets or fund balances Part XI line 9PAGE 12, PART XI, LINE 9FEDERAL WITHHOLDING BACKUP TAXES - $977FOREIGN TAXES ON DIVIDENDS INCOME - $873

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