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THE MILLER-WEHRLE FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE MILLER-WEHRLE FAMILY FOUNDATION (EIN 20-8091563)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-13
IRS object ID
202331649349100713
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)
Return2023-06-13T11:07:22-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260794367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1UHY ADVISORS MID-ATLANTIC MD INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17900 WESTPARK DR SUITE T420AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208091563EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MILLER-WEHRLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone2022447056PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15448 33RD STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151627ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW B MILLERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2022447056PhoneNum
Signature2023-06-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMATTHEWPersonFirstNm
Person LastMILLERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOLETTE CAHILLPreparerPersonNm
PTINP00176033PTIN
Phone7038932660PhoneNum
Preparation2023-06-10PreparationDt

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$4,574,775FMVAssetsEOYAmt
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$24,235InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24,235InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$49,752DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,752DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,715NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,605,325GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,715CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$83,702TotalRevAndExpnssAmt
Total Net Invst Incm$83,702TotalNetInvstIncmAmt
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$3,979AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,979AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45,005OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,005OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,384TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$55,368TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,984TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$240,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$240,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$295,368TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,984TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$240,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$211,666ExcessRevenueOverExpensesAmt
Net Investment Income$34,718NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$1CashEOYAmt
Cash EOYFMV-$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$383,443SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$386,510SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$386,510SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,989,671CorporateStockBOYAmt
Corporate Stock EOY$3,315,722CorporateStockEOYAmt
Corporate Stock EOYFMV$3,315,722CorporateStockEOYFMVAmt
Corporate Bonds BOY$396,636CorporateBondsBOYAmt
Corporate Bonds EOY$872,544CorporateBondsEOYAmt
Corporate Bonds EOYFMV$872,544CorporateBondsEOYFMVAmt
Total Assets BOY$5,769,750TotalAssetsBOYAmt
Total Assets EOY$4,574,775TotalAssetsEOYAmt
Total Assets EOYFMV$4,574,775TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,769,750NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,574,775NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,769,750TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,574,775TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,769,750TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,574,775TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,769,750TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$211,666ExcessRevenueOverExpensesAmt
Other Increases$259OtherIncreasesAmt
Subtotal$5,558,343SubtotalAmt
Other Decreases$983,568OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,574,775TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST SECURITY SALESP$936,595$1,005,653-$69,058-$69,058
LT SECURITY SALESP$1,668,730$1,589,957$78,773$78,773
FieldValueIRS element (for citing)
Capital Gain Net Income$9,715CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$483InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$483SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$483TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,317OverpaymentAmt
Applied To ES Tax$4,317AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2022447056PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15448 33RD STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151627ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH M WEHRLE
5448 33RD STREET NWWASHINGTONDC20015PRESIDENT/TREASURER1.00$0$0$0
MATTHEW B MILLER
5448 33RD STREET NWWASHINGTONDC20015VICE PRESIDENT/SECRETARY4.00$0$0$0
COLIN A MILLER
5448 33RD STREET NWWASHINGTONDC20015DIRECTOR0.25$0$0$0
E LIAM MILLER
334 WEST STREET ROADKENNETT SQUAREPA19348DIRECTOR0.25$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$4,666,259AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$321,974AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,988,233TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,988,233AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,823CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,913,410NetVlNoncharitableAssetsAmt
Minimum Investment Return$245,671MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$245,671MinimumInvestmentReturnAmt
Tax Based On Investment Income$483TaxBasedOnInvestmentIncomeAmt
Total Tax$483TotalTaxAmt
Distributable Before Adj$245,188DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$245,188DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$245,188DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$240,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$240,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$245,188DistributableAsAdjustedAmt
Undistributed Income PY$229,720UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$240,000QualifyingDistributionsAmt
Applied To Year1$229,720AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,280AppliedToCurrentYearAmt
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$234,908UndistributedIncomeCYAmt
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)
Contributing ManagerELIZABETH M WEHRLEContributingManagerNm
Contributing ManagerMATTHEW B MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN IMMIGRATION COUNCIL
PO BOX 829812PHILADELPHIAPA19182NONEPCUNRESTRICTED$5,000
APPALACHIAN VOICES
589 WEST KING STREETBOONENC28607NONEPCUNRESTRICTED$5,000
BAY JOURNAL FUND
P O BOX 300MAYOMD21106NONEPCUNRESTRICTED$5,000
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NEWASHINGTONDC20017NONEPCUNRESTRICTED$5,000
CAPITAL AREA IMMIGRANTS RIGHTS
1612 K STREET NW SUITE 204WASHINGTONDC20017NONEPCUNRESTRICTED$5,000
CASA
8151 15TH AVENUEHYATTSVILLEMD20783NONEPCUNRESTRICTED$5,000
COALITION OF IMMOKELEE WORKERS
P O BOX 603IMMOKALEEFL34143NONEPCUNRESTRICTED$10,000
DC JUSTICE LAB
P O BOX 90048WASHINGTONDC20090NONEPCUNRESTRICTED$10,000
DOCTORS WITHOUT BORDERS USA
P O BOX 5030HAGERSTOWNMD21741NONEPCUNRESTRICTED$10,000
FREE MINDS BOOK CLUB & WRITING WORKSHOP
1816 12TH STREET NWWASHINGTONDC20009NONEPCUNRESTRICTED$5,000
HIPS
906 H STREET NEWASHINGTONDC20002NONEPCUNRESTRICTED$5,000
LIFT
999 NORTH CAPITAL STREET NEWASHINGTONDC20002NONEPCUNRESTRICTED$5,000
MIRIAM'S KITCHEN
2401 VIRGINIA AVE NWWASHINGTONDC20037NONEPCUNRESTRICTED$5,000
MOUNTAIN STATE SPORTSLIGHT
P O BOX 1111CHARLESTONWV25324NONEPCUNRESTRICTED$10,000
NATIONAL DOMESTIC WORKERS ALLIANCE
45 BROADWAY SUITE 320NEW YORKNY10006NONEPCUNRESTRICTED$10,000
NATIONAL NETWORK OF ABORTION FUNDS
P O BOX 7569NEWYORKNY10150NONEPCUNRESTRICTED$50,000
PARTNERS IN HEALTH
P O BOX 996FREDERICKMD21705NONEPCUNRESTRICTED$15,000
POTOMAC RIVER KEEPERS
3070 M STREET NWWASHINGTONDC20007NONEPCUNRESTRICTED$5,000
PROJECT CREATES
2208 MARTIN LUTHER KING JR AVE SEWASHINGTONDC20020NONEPCUNRESTRICTRED$5,000
SHORERIVERS INC
114 SOUTH WASHINGTON STREET SUITEEASTONMD21601NONEPCUNRESTRICTED$5,000301
SMYAL
410 7TH ST SEWASHINGTONDC20036NONEPCUNRESTRICTED$10,000
SYLVIA RIVERA LAW PROJECT
147 W 24TH ST 5TH FLNEW YORKNY10011NONEPCUNRESTRICTED$10,000
TRANSGENDER LAW CENTER
PO BOX 741803LOS ANGELESCA90074NONEPCUNRESTRICTED$30,000
USA FOR UNHCR
1310 L STREET NW SUITE 450WASHINGTONDC20005NONEPCUNRESTRICTED$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$240,000TotalGrantOrContriPdDurYrAmt
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$24,235ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,752ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,715ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$83,702ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83,702TotalIncomeProducingActyAmt

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 PREPARATION FEESCategoryTxt
Amt$3,979Amt
Net Investment Income$3,979NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationWASHINGTON DC DOES NOT REQUIRE A PRIVATE FOUNDATION TO FURNISH A COPY OF THE 990-PF TO THE ATTORNEY GENERAL OR DESIGNATE.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$872,544EOYBookValueAmt
EOYFMV$872,544EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS & MUTUAL FUNDSStockNm
EOY Book Value$3,315,722EOYBookValueAmt
EOYFMV$3,315,722EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN FMVDesc
Amt$983,568Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONSDesc
Amt$259Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$45,005Amt
Net Investment Income$45,005NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$6,384Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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