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THE HEATHER HAY MILLER FOUNDATION I NC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE HEATHER HAY MILLER FOUNDATION I NC (EIN 87-3169130)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202521349349103197
Schema version
2023v6.0
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)
Return2025-05-14T13:43:33-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN880262893PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH & FRANCIS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16700 VIA AUSTI PKWY STE CAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873169130EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HEATHER HAY MILLER FOUNDATION INCBusinessNameLine1Txt
Business Name Line2FORMERLY THE HEATHER HAY MURREN FOUNDATIBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHEATBusinessNameControlTxt
Phone7022799393PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13011 MONTE ROSA AVENUEAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINA ISOLAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7022799393PhoneNum
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACKIE SMITHPreparerPersonNm
PTINP00695709PTIN
Phone7027981919PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,578,743FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,205,411DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,205,411DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,063,374NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,815,246GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,063,374CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,268,797TotalRevAndExpnssAmt
Total Net Invst Incm$2,268,797TotalNetInvstIncmAmt
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$5,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$5,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$910,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$910,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$915,500TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$910,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,353,297ExcessRevenueOverExpensesAmt
Net Investment Income$2,268,797NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$72,829CashBOYAmt
Cash EOY$5,424CashEOYAmt
Cash EOYFMV$5,424CashEOYFMVAmt
Corporate Stock BOY$9,419,839CorporateStockBOYAmt
Corporate Stock EOY$12,208,116CorporateStockEOYAmt
Corporate Stock EOYFMV$12,471,670CorporateStockEOYFMVAmt
Corporate Bonds BOY$10,398,796CorporateBondsBOYAmt
Corporate Bonds EOY$9,554,110CorporateBondsEOYAmt
Corporate Bonds EOYFMV$9,101,649CorporateBondsEOYFMVAmt
Other Investments BOY$500,484OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$20,391,948TotalAssetsBOYAmt
Total Assets EOY$21,767,650TotalAssetsEOYAmt
Total Assets EOYFMV$21,578,743TotalAssetsEOYFMVAmt
Accounts Payable EOY$5,500AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,500TotalLiabilitiesEOYAmt
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$20,391,948RetainedEarningBOYAmt
Retained Earning EOY$21,762,150RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,391,948TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,762,150TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,391,948TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,767,650TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,391,948TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,353,297ExcessRevenueOverExpensesAmt
Other Increases$16,905OtherIncreasesAmt
Subtotal$21,762,150SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$21,762,150TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GRAYSCALE BITCOIN TRUSTP2023-10-112024-05-28$739,779$251,388$488,391$488,391
GRAYSCALE BITCOIN TRUSTP2022-03-042024-05-28$558,074$250,539$307,535$307,535
GRAYSCALE BITCOIN TRUSTP2022-03-032024-05-28$517,393$249,945$267,448$267,448
FieldValueIRS element (for citing)
Capital Gain Net Income$1,063,374CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31,536InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31,536SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31,536TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,040EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$35,276ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$47,316TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$15,780OverpaymentAmt
Applied To ES Tax$15,780AppliedToESTaxAmt
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
Org Report Or Register StateFLOrgReportOrRegisterStateCd
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
Individual With BooksSMITH FRANCIS LLCIndividualWithBooksNm
Phone7027981919PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16700 VIA AUSTI PARKWAY SUITE CAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89119ZIPCd
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
CHRISTINA JEANINE ISOLA
3011 MONTE ROSA AVENUELAS VEGASNV89120DIRECTOR/PRESIDENT1.00$0$0$0
HEATHER HAY MURREN
3011 MONTE ROSA AVENUELAS VEGASNV89120DIRECTOR/SECRETARY/TREASURER1.00$0$0$0
WILLIAM HERBERT MILLER III
3011 MONTE ROSA AVENUELAS VEGASNV89120DIRECTOR0.00$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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$20,069,296AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$106,678AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,175,974TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$20,175,974AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$302,640CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,873,334NetVlNoncharitableAssetsAmt
Minimum Investment Return$993,667MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$993,667MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,536TaxBasedOnInvestmentIncomeAmt
Total Tax$31,536TotalTaxAmt
Distributable Before Adj$962,131DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$962,131DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$962,131DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$910,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$910,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$962,131DistributableAsAdjustedAmt
Undistributed Income PY$855,007UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$910,000QualifyingDistributionsAmt
Applied To Year1$855,007AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$54,993AppliedToCurrentYearAmt
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$907,138UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBOARD OF DIRECTORS THE HEATHER HAYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13011 MONTE ROSA AVENUEAddressLine1Txt
CityLAS VEGASCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89120ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4105804268RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS ARE AVAILABLE UPON REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE ACCEPTED AT ANY TIMESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AHA FOUNDATION INC
5237 RIVER ROAD SUITE 333BETHESDAMD20816PUBLIC FOUNDATIONPROGRAM SUPPORT$15,000
GREATER GRACE CHRISTIAN ACADEMY
5854 S PECOS RD SUITE J600LAS VEGASNV89120PUBLIC FOUNDATIONPROGRAM SUPPORT$10,000
JOHNS HOPKINS UNIVERSITY & MEDICINE
600 N WOLFE STBALTIMOREMD21287PUBLIC FOUNDATIONPROGRAM SUPPORT$740,000
THE BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY INC
109 WEST MELROSE AVENUEBALTIMOREMD21210PUBLIC FOUNDATIONPROGRAM SUPPORT$15,000
THE HIGHLANDS SCHOOL
2409 CRESWELL ROADBEL AIRMD21015PUBLIC FOUNDATIONPROGRAM SUPPORT$30,000
PEOPLE'S BANK OF COMMERCE FAO DOMESTIC VIOLENCE
PO BOX 90249AUSTINTX78709PUBLIC FOUNDATIONPROGRAM SUPPORT$10,000
MENTORING MENTORS INC
PO BOX 67021BALTIMOREMD21215PUBLIC FOUNDATIONPROGRAM SUPPORT$15,000
BALTIMORE TREE TRUST
330 W 24TH STREETBALTIMOREMD21211PUBLIC FOUNDATIONPROGRAM SUPPORT$15,000
13 FOLDS OF HONOR
DEPARTMENT 13TULSAOK74182PUBLIC FOUNDATIONPROGRAM SUPPORT$50,000
SARASOTA MEMORIAL HEALTHCARE FOUNDATION
1515 S OSPREY AVE STE B4SARASOTAFL34239PUBLIC FOUNDATIONPROGRAM SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$910,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$12ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,205,411ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,063,374ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,268,797ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,268,797TotalIncomeProducingActyAmt

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$5,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondJP MORGANBondNm
EOY Book Value$9,554,110EOYBookValueAmt
EOYFMV$9,101,649EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJP MORGANStockNm
EOY Book Value$12,208,116EOYBookValueAmt
EOYFMV$12,471,670EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2022 AND 2023 TAX PAYMENTSDesc
Amt$16,905Amt

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