BETA

THE MEINDERS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE MEINDERS FOUNDATION (EIN 73-1438459)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202341299349103914
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)
Return2023-05-09T11:04:04-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731601859PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WYMER BROWNLEEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113900 N PORTLAND STE 210AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731438459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEINDERS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEINBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line114001 MCAULEY BLVD RM/STE 100AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73134ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMO GROTJOHNPersonNm
Person TitleTREAS/DIRPersonTitleTxt
Phone4057492422PhoneNum
Signature2023-05-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMAURICEPersonFirstNm
Person LastGROTJOHNPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE ROTHAUSPreparerPersonNm
PTINP00156964PTIN
Phone4057484000PhoneNum
Preparation2023-05-02PreparationDt
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$211,205FMVAssetsEOYAmt
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$4,293DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,293DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$52,926NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$190,636GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52,926CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$57,219TotalRevAndExpnssAmt
Total Net Invst Incm$57,219TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,825AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,143OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,143OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$712TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,680TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,968TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,588ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$210,588ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$117,268TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,968TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$210,588TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$60,049ExcessRevenueOverExpensesAmt
Net Investment Income$51,251NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$114,356CashBOYAmt
Cash EOY$61,052CashEOYAmt
Cash EOYFMV$61,052CashEOYFMVAmt
Corporate Stock BOY$320,736CorporateStockBOYAmt
Corporate Stock EOY$150,153CorporateStockEOYAmt
Corporate Stock EOYFMV$150,153CorporateStockEOYFMVAmt
Other Assets BOY$48OtherAssetsBOYAmt
Other Assets EOY$402OtherAssetsEOYAmt
Total Assets BOY$435,140TotalAssetsBOYAmt
Total Assets EOY$211,607TotalAssetsEOYAmt
Total Assets EOYFMV$211,205TotalAssetsEOYFMVAmt
Accounts Payable BOY$330AccountsPayableBOYAmt
Accounts Payable EOY$159AccountsPayableEOYAmt
Grants Payable BOY$300,000GrantsPayableBOYAmt
Grants Payable EOY$200,000GrantsPayableEOYAmt
Total Liabilities BOY$300,330TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,159TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$134,810NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$11,448NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$134,810TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,448TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$435,140TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$211,607TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$134,810TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$60,049ExcessRevenueOverExpensesAmt
Subtotal$74,761SubtotalAmt
Other Decreases$63,313OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,448TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUBS RQ 03798PropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$190,636GrossSalesPriceAmt
Cost Or Other Basis$137,710CostOrOtherBasisAmt
Gain Or Loss$52,926GainOrLossAmt
Gains Minus Excess Or Losses$52,926GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$52,926CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$52,926NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$712InvestmentIncomeExciseTaxAmt
Subtotal$712SubtotalAmt
Tax Based On Investment Income$712TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,114EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,114TotalPaymentsAndCreditsAmt
Overpayment$402OverpaymentAmt
Applied To ES Tax$402AppliedToESTaxAmt

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 StateOKOrgReportOrRegisterStateCd
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 BooksMO GROTJOHNIndividualWithBooksNm
Phone4057492422PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line114001 MCAULEY BLVD 100AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73134ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HERMAN MEINDERS
14001 MCAULEY BLVD 100OKLAHOMA CITYOK73134PRES/TRUSTEE1.00$0$0$0
MO GROTJOHN
14001 MCAULEY BLVD 100OKLAHOMA CITYOK73134TREAS/DIR2.00$0$0$0
LADONNA MEINDERS
14001 MCAULEY BLVD 100OKLAHOMA CITYOK73134VP/TRUSTEE0.25$0$0$0
ROBERT MEINDERS
14001 MCAULEY BLVD 100OKLAHOMA CITYOK73134SEC/TRUSTEE0.25$0$0$0
LINDA DRUMM
14001 MCAULEY BLVD 100OKLAHOMA CITYOK73134TRUSTEE0.25$0$0$0
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$170,900AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$260,900TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$260,900AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,914CashDeemedCharitableAmt
Net Vl Noncharitable Assets$256,986NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,849MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,849MinimumInvestmentReturnAmt
Tax Based On Investment Income$712TaxBasedOnInvestmentIncomeAmt
Total Tax$712TotalTaxAmt
Distributable Before Adj$12,137DistributableBeforeAdjAmt
Distributable Before Ded$12,137DistributableBeforeDedAmt
Distributable As Adjusted$12,137DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$210,588ExpensesAndContributionsAmt
Qualifying Distributions$210,588QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,137DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$638,972ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$482,843ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$309,119ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$251,502ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$148,528ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,830,964TotalExcessDistributionCyovAmt
Qualifying Distributions$210,588QualifyingDistributionsAmt
Applied To Current Year$12,137AppliedToCurrentYearAmt
Remaining Distri From Corpus$198,451RemainingDistriFromCorpusAmt
Total Corpus$2,029,415TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$638,972ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,390,443ExcessDistriCyovToNextYrAmt
Excess From Year4$482,843ExcessFromYear4Amt
Excess From Year3$309,119ExcessFromYear3Amt
Excess From Year2$251,502ExcessFromYear2Amt
Excess From Year1$148,528ExcessFromYear1Amt
Excess From Current Year$198,451ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHERMAN MEINDERSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMO GROTJOHNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line114001 MCAULEY BLVD 100AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73134ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4057492422RecipientPhoneNum
Form And Info And MaterialsTYPED - INCLUDE NORMAL GRANT APPLICATION INFORMATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HAROLD HAMM DIABETES CTR
1000 N LINCOLN BLVDOKLAHOMA CITYOK73104CAPITAL CAMPAIGN$100,000
REGIONAL FOOD BANK
3355 S PURDUE AVEOKLAHOMA CITYOK73179OPERATIONAL SUPPORT$5,000
CHILDREN'S MUSEUM OF CHEYENNE
PO BOX 92CHEYENNEWY82003OPERATIONAL SUPPORT$25,000
OKLAHOMA CITY UNIVERSITY
2501 N BLACKWELDER AVEOKLAHOMA CITYOK73106OPERATIONAL SUPPORT$5,840
OKLAHOMA SENIOR FOLLIES
PO BOX 20587OKLAHOMA CITYOK73120OPERATIONAL SUPPORT$5,000
OKC ART MUSEUM
415 COUCH DROKLAHOMA CITYOK73102EDUCATION PROGRAM$7,500
OUTRAGEOUS LOVE
PO BOX 94811OKLAHOMA CITYOK73143OPERATIONAL SUPPORT$2,500
ON WITH LIFE
715 SW ANKENY RDANKENYIA50023MUSIC AND ART PROGRAM$10,000
PUTNAM CITY PUBLIC SCHOOLS FOUND
5401 NW 40TH STOKLAHOMA CITYOK73122OPERATIONAL SUPPORT$2,500
OKLAHOMA CITY COMMUNITY COLLEGE
7777 SOUTH MAY AVEOKLAHOMA CITYOK73159OPERATIONAL SUPPORT$5,000
NATURE CONSERVANCY
408 NW 7TH STREETOKLAHOMA CITYOK73102OPERATIONAL SUPPORT$5,000
PHILLIPS THEOLOGICAL SEMINARY
901 N MINGO RDTULSAOK74116OPERATIONAL SUPPORT$5,000
THE MEADOWS CENTER FOR OPPORTUNITY
1000 S KELLY AVEEDMONDOK73003CAPITAL IMPROVEMENTS$1,000
EXECUTIVE SRVC CORPS OF CENTRAL OK
1232 N CLASSEN BLVDOKLAHOMA CITYOK73106OPERATIONAL SUPPORT$2,500
MYRIAD GARDENS FOUNDATION
301 WEST RENOOKLAHOMA CITYOK73102GARDENING SCHOOL$3,000
BRIGHTMUSIC SOCIETY OF OKLAHOMA
PO BOX 20254OKLAHOMA CITYOK73156OPERATIONAL SUPPORT$2,000
ARTS COUNCIL OF OKC
400 W CALIFORNIAOKLAHOMA CITYOK73102OPERATIONAL SUPPORT$1,000
OKLAHOMA FOUNDATION FOR EXCELLENCE
101 PARK AVE 420OKLAHOMA CITYOK73102OPERATIONAL SUPPORT$1,500
OKLAHOMA CENTER FOR NONPROFITS
720 W WILSHIRE BLVD 115OKLAHOMA CITYOK73116OPERATIONAL SUPPORT$1,000
FRANCIS TUTTLE FOUNDATION
12777 N ROCKWELLOKLAHOMA CITYOK73142OPERATIONAL SUPPORT$10,000
OLDE CAPITAL HILL COUNCIL
319 SW 25TH STREETOKLAHOMA CITYOK73109OPERATIONAL SUPPORT$1,500
SMART START CENTRAL OKLAHOMA
12201 N PORTLAND AVEOKLAHOMA CITYOK73120OPERATIONAL SUPPORT$2,500
ST ANTHONY FOUNDATION
601 NW 11TH STOKLAHOMA CITYOK73103OPERATIONAL SUPPORT$1,000
OKLAHOMA SCHOOL OF SCIENCE AND MATH
1141 N LINCOLN BLVDOKLAHOMA CITYOK73104OPERATIONAL SUPPORT$5,248
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$210,588TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,293ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$52,926ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$57,219ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,219TotalIncomeProducingActyAmt

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$4,825Amt
Net Investment Income$4,825NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE EQUITY SECURITIESStockNm
EOY Book Value$150,153EOYBookValueAmt
EOYFMV$150,153EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXCISE TAXDesc
BOY Book Value$48BOYBookValueAmt
EOY Book Value$402EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$63,313Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$1,143Amt
Net Investment Income$1,143NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$712Amt

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