BETA

TAYLOR PETRUCCIO FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TAYLOR PETRUCCIO FOUNDATION (EIN 83-2763713)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-07
IRS object ID
202322809349100102
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)
Return2023-10-07T19:54:10-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 WOOD AVENUE SOUTHAddressLine1Txt
CityISELINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP088302700ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832763713EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TAYLOR PETRUCCIO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTAYLBusinessNameControlTxt
Phone2152952192PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11007 NORTH ELBOW LANEAddressLine1Txt
CityYARDLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOY E TAYLORPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2152952192PhoneNum
Signature2023-10-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAREY C GERTLERPreparerPersonNm
PTINP00044716PTIN
Phone7322437000PhoneNum

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$614,939FMVAssetsEOYAmt
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$176InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$176InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,415DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,415DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,222NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$13,689GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,222CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,813TotalRevAndExpnssAmt
Total Net Invst Incm$23,813TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$453TaxesRevAndExpnssAmt
Taxes Net Invst Incm$453TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$453TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$453TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$92,453TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$453TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$92,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$68,640ExcessRevenueOverExpensesAmt
Net Investment Income$23,360NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$92,924SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,403SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,403SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$419,434CorporateStockBOYAmt
Corporate Stock EOY$426,315CorporateStockEOYAmt
Corporate Stock EOYFMV$597,536CorporateStockEOYFMVAmt
Total Assets BOY$512,358TotalAssetsBOYAmt
Total Assets EOY$443,718TotalAssetsEOYAmt
Total Assets EOYFMV$614,939TotalAssetsEOYFMVAmt
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$512,358RetainedEarningBOYAmt
Retained Earning EOY$443,718RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$512,358TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$443,718TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$512,358TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$443,718TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$512,358TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$68,640ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$443,718SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$443,718TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
22.427 SHRS GOLDMAN EQUITY INCOME A2022-11-29$1,000$467$533$533
CAPITAL GAINS DIVIDENDS$12,689$12,689$12,689P
FieldValueIRS element (for citing)
Capital Gain Net Income$13,222CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$325InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$325SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$700ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$700TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$375OverpaymentAmt
Applied To ES Tax$375AppliedToESTaxAmt
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
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOY E TAYLORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2152952192PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11007 NORTH ELBOW LANEAddressLine1Txt
CityYARDLYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19067ZIPCd
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
JOY E TAYLOR
1007 NORTH ELBOW LANEYARDLEYPA19067TRUSTEE0.00$0$0$0
ANTHONY G PETRUCCIO
1007 NORTH ELBOW LANEYARDLEYPA19067TRUSTEE0.00$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$636,133AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,426AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$711,559TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$711,559AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,673CashDeemedCharitableAmt
Net Vl Noncharitable Assets$700,886NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,044MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,044MinimumInvestmentReturnAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Total Tax$325TotalTaxAmt
Distributable Before Adj$34,719DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$34,719DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$34,719DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$92,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,719DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$5,753ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,183ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$69,751ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$104,687TotalExcessDistributionCyovAmt
Qualifying Distributions$92,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,719AppliedToCurrentYearAmt
Remaining Distri From Corpus$57,281RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$161,968TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$161,968ExcessDistriCyovToNextYrAmt
Excess From Year3$5,753ExcessFromYear3Amt
Excess From Year2$29,183ExcessFromYear2Amt
Excess From Year1$69,751ExcessFromYear1Amt
Excess From Current Year$57,281ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOY E TAYLORContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOY E TAYLORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11007 NORTH ELBOW LANEAddressLine1Txt
CityYARDLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19067ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2152952192RecipientPhoneNum
Form And Info And MaterialsTHE FOUNDATION HAS NO REQUIRED FORM ON WHICH APPLICATIONS SHOULD BE SUBMITTED. ALL INFORMATION THAT THE REQUESTING ORGANIZATION DEEMS APPROPRIATE SHOULD BE SUBMITTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesSUBMISSION WILL BE CONSIDERED WHEN RECEIVED.SubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OTHER THAN THEY BE FOR QUALIFIED USE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETHANY CHRISTIAN SERVICES
610 OLD YORK ROAD SUITE 220JENKINTOWNPA19046NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSES$5,000
CONWELL-EGAN CATHOLIC HIGH SCHOOL
611 WISTAR ROADFAIRLESS HILLSPA19030NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSES$10,000
FOSTER NATION
11150 SANTA MONICA BLVD SUITE 1500LOS ANGELESCA90025NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSES$20,000
GRACE POINT
592 WASHINGTON CROSSING ROADNEWTOWNPA18940NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSES$10,000
GROUNDS FOR SCULPTURE
80 SCULPTORS WAYHAMILTONNJ08619NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSES$30,000
SAMA MISSION FOR LIBERIA
1405 VETERANS HIGHWAY APARTMENT J10BRISTOLPA19007NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSES$7,000
WE MAKE-AUTISM AT WORK
109 ROUTE 31 NORTHPENNINGTONNJ08534NONEPUBLIC CHARITYASSISTANCE FOR CHARITABLE PURPOSES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,000TotalGrantOrContriPdDurYrAmt
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$176ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,415ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,222ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,813ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,813TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3PROVIDES FUNDS FOR SUCH PURPOSES
4PROVIDES FUNDS FOR SUCH PURPOSES
8PROVIDES FUNDS FOR SUCH PURPOSES

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS$161,936$309,450
EXCHANGE TRADED FUNDS$159,602$154,006
MUTUAL FUNDS$104,777$134,080

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$453Amt
Net Investment Income$453NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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