BETA

MANNIX CANBY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MANNIX CANBY FOUNDATION (EIN 91-1780178)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202341329349104324
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)
Return2023-05-12T18:02:32-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274238573PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KING & OLIASON PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 W MERCER ST SUITE E300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911780178EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MANNIX CANBY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMANNBusinessNameControlTxt
Phone2066187104PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11404 41ST AVENUE EAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98112ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCALEB CANBYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2066187104PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCALEBPersonFirstNm
Person LastCANBYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARRIE R OXNEVADPreparerPersonNm
PTINP01235115PTIN
Phone2062857242PhoneNum
Preparation2023-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$2,018,761FMVAssetsEOYAmt
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$32,113DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,113DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$17,889NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$125,712GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,224TotalRevAndExpnssAmt
Total Net Invst Incm$32,113TotalNetInvstIncmAmt
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$4,698AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,349AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,349AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,396TaxesRevAndExpnssAmt
Taxes Net Invst Incm$191TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,204OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,204OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,298TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,540TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,553TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$205,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$205,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$214,298TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,540TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$208,553TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$200,074ExcessRevenueOverExpensesAmt
Net Investment Income$29,573NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$73,413SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,940SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,940SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$460,352CorporateStockBOYAmt
Corporate Stock EOY$316,751CorporateStockEOYAmt
Corporate Stock EOYFMV$2,001,821CorporateStockEOYFMVAmt
Total Assets BOY$533,765TotalAssetsBOYAmt
Total Assets EOY$333,691TotalAssetsEOYAmt
Total Assets EOYFMV$2,018,761TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$533,765CapitalStockBOYAmt
Capital Stock EOY$333,691CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$533,765TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$333,691TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$533,765TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$333,691TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$533,765TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$200,074ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$333,691SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$333,691TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$125,712GrossSalesPriceAmt
Cost Or Other Basis$143,601CostOrOtherBasisAmt
Gain Or Loss-$17,889GainOrLossAmt
Gains Minus Excess Or Losses-$17,889GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$17,889CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$411InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$411SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$411TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$411TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
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 AddressWWW.MANNIXCANBY.ORGWebsiteAddressTxt
Individual With BooksKING OLIASON PLLCIndividualWithBooksNm
Phone2062857242PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 W MERCER ST STE E300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98119ZIPCd
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
CALEB L CANBY
1404 41ST AVENUE ESEATTLEWA98112V.P./SEC2.00$0$0$0
THERESA MANNIX
1404 41ST AVENUE ESEATTLEWA98112PRES/TREAS2.00$0$0$0
BEATA M CANBY
1404 41ST AVENUE ESEATTLEWA98112BOARD MEMBER2.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,308,852AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,822AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,374,674TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,374,674AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,620CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,339,054NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,953MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,953MinimumInvestmentReturnAmt
Tax Based On Investment Income$411TaxBasedOnInvestmentIncomeAmt
Total Tax$411TotalTaxAmt
Distributable Before Adj$116,542DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$116,542DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$116,542DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$208,553ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$208,553QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$116,542DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$100,207ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$91,606ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$63,610ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$112,824ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$86,072ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$454,319TotalExcessDistributionCyovAmt
Qualifying Distributions$208,553QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$116,542AppliedToCurrentYearAmt
Remaining Distri From Corpus$92,011RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$546,330TotalCorpusAmt
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$100,207ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$446,123ExcessDistriCyovToNextYrAmt
Excess From Year4$91,606ExcessFromYear4Amt
Excess From Year3$63,610ExcessFromYear3Amt
Excess From Year2$112,824ExcessFromYear2Amt
Excess From Year1$86,072ExcessFromYear1Amt
Excess From Current Year$92,011ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCALEB L CANBYContributingManagerNm
Contributing ManagerTHERESA MANNIXContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN COMMUNITY HOUSING & DEVELOPMENT - THE CURIOSITY LAB
16256 MILITARY RD S STE 206SEATACWA98188N/APCEDUCATION$10,000
CATHOLIC COMMUNITY SERVICES
100 23RD AVE SSEATTLEWA98144N/APCYOUTH TUTORING PROGRAM$15,000
GARDEN RAISED BOUNTY
2016 ELLIOTT AVE NWSEATTLEWA98502N/APCHEALTH AND HUMAN SERVICES$10,000
GEEKING OUT KIDS OF COLOR
605 SW 108TH STSEATTLEWA98146N/APCEDUCATION$10,000
INVEST IN YOUTH
PO BOX 31414SEATTLEWA98103N/APCEDUCATION$15,000
KANDELIA
3829B S EDMUNDS ST BOX 9SEATTLEWA98118N/APCEDUCATION$20,000
NORTHWEST EDUCATION ACCESS
1406 NE 50TH STREET 202SEATTLEWA98105N/APCCOLLEGE SUCCESS PROGRAM$20,000
PALMER SCHOLARS
PO BOX 7119TACOMAWA98417N/APCEDUCATION$10,000
PEACE COMMUNITY CENTER
2106 S CUSHMAN AVENUETACOMAWA98405N/APCMIDDLE SCHOOL TO COLLEGE COMPLETION PROGRAM$20,000
SAFE FUTURES YOUTH CENTER
6337 35TH AVE SWSEATTLEWA98126N/APCHEALTH AND HUMAN SERVICES$10,000
SAWHORSE REVOLUTION
801 2ND AVE 501SEATTLEWA98104N/APCEDUCATION$10,000
SEATTLE AQUARIUM SOCIETY
1483 ALASKAN WAYSEATTLEWA98101N/APCCOMMUNITY SCIENCE PROGRAM$20,000
SEATTLE ARTS AND LECTURES
105 S MAIN ST 201SEATTLEWA98104N/APCWRITERS IN THE SCHOOLS PROGRAM$20,000
TEAM READ
PO BOX 94042SEATTLEWA98124N/APCPROGRAM EXPANSION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$205,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CATHOLIC COMMUNITY SERVICES
100 23RD AVE SSEATTLEWA98144N/APCYOUTH TUTORING PROGRAM$30,000
NORTHWEST EDUCATION ACCESS
1406 NE 50TH STREET 202SEATTLEWA98105N/APCCOLLEGE SUCCESS PROGRAM$40,000
PEACE COMMUNITY CENTER
2106 S CUSHMAN AVENUETACOMAWA98405N/APCMIDDLE SCHOOL TO COLLEGE COMPLETION PROGRAM$40,000
SAWHORSE REVOLUTION
801 2ND AVE 501SEATTLEWA98104N/APCEDUCATION$20,000
SEATTLE AQUARIUM SOCIETY
1483 ALASKAN WAYSEATTLEWA98101N/APCCOMMUNITY SCIENCE PROGRAM$40,000
SEATTLE ARTS AND LECTURES
105 S MAIN ST 201SEATTLEWA98104N/APCWRITERS IN THE SCHOOLS PROGRAM$40,000
TEAM READ
PO BOX 94042SEATTLEWA98124N/APCPROGRAM EXPANSION$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$240,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,113ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$17,889ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,224ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,224TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$4,698Amt
Net Investment Income$2,349NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,349DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO INVESTMENT ACCOUNTStockNm
EOY Book Value$316,751EOYBookValueAmt
EOYFMV$2,001,821EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER TAXES & LICENSE$25$0$25
OFFICE EXPENSE$604$0$604
ATTORNEY FEES$575$0$575

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$191$191$0
FEDERAL EXCISE TAX$3,205$0$0

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