BETA

ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL (EIN 23-6260105)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-09
IRS object ID
202541299349101019
Schema version
2024v5.0
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)
Return2025-05-09T10:08:12-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232749044PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BEE BERGVALL & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 754AddressLine1Txt
CityWARRINGTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP189760754ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236260105EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADAM AND MARIA SARAH SEYBERTBusinessNameLine1Txt
Business Name Line2INSTITUTION FOR POOR BOYS AND GIRLSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlADAMBusinessNameControlTxt
Phone2158218144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52758AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MASSAQUOIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2158218144PhoneNum
Signature2025-05-08SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCYNTHIA BERGVALL CPAPreparerPersonNm
PTINP00133440PTIN
Phone2153432727PhoneNum
Preparation2025-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,601,971FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$302,882DividendsRevAndExpnssAmt
Dividends Net Invst Incm$302,882DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$504,948NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,157,682GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$504,948CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$807,834TotalRevAndExpnssAmt
Total Net Invst Incm$807,834TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,131AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$783AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,348AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$123,167OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$39,317OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$83,850OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,805TaxesRevAndExpnssAmt
Printing And Pub Rev And Expnss$10PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$2PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$8PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,080OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$517OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,563OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$141,193TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40,619TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$94,769TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$445,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$445,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$586,193TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40,619TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$539,769TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$221,641ExcessRevenueOverExpensesAmt
Net Investment Income$767,215NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$30,716SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,727SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,727SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,156,742CorporateStockBOYAmt
Corporate Stock EOY$4,837,462CorporateStockEOYAmt
Corporate Stock EOYFMV$8,117,251CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,289,454CorporateBondsBOYAmt
Corporate Bonds EOY$3,839,364CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,437,993CorporateBondsEOYFMVAmt
Other Assets BOY$25,000OtherAssetsBOYAmt
Other Assets EOY$25,000OtherAssetsEOYAmt
Other Assets EOYFMV$25,000OtherAssetsEOYFMVAmt
Total Assets BOY$8,501,912TotalAssetsBOYAmt
Total Assets EOY$8,723,553TotalAssetsEOYAmt
Total Assets EOYFMV$11,601,971TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$8,501,912NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$8,723,553NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$8,501,912TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,723,553TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,501,912TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,723,553TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,501,912TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$221,641ExcessRevenueOverExpensesAmt
Subtotal$8,723,553SubtotalAmt
Tot Net Ast Or Fund Balances EOY$8,723,553TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPRIVATELY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,157,682GrossSalesPriceAmt
Cost Or Other Basis$652,734CostOrOtherBasisAmt
Gain Or Loss$504,948GainOrLossAmt
Gains Minus Excess Or Losses$504,948GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$504,948CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$504,948NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,664InvestmentIncomeExciseTaxAmt
Subtotal$10,664SubtotalAmt
Tax Based On Investment Income$10,664TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,796EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,796TotalPaymentsAndCreditsAmt
Tax Due$4,868TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
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 AddressWWW.SEYBERTFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksTHERESA JACKSONIndividualWithBooksNm
Phone2158218144PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14032 W MORELAND AVENUEAddressLine1Txt
CityHATBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19040ZIPCd
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 (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARDSON SEDMAK
PO BOX 52758PHILADELPHIAPA19115PRESIDENT1.50$0$0$0
EVAN WILSON
PO BOX 52758PHILADELPHIAPA19115VICE PRESIDE1.50$0$0$0
CICELY PETERSON-MANGUM ESQ
PO BOX 52758PHILADELPHIAPA19115SECRETARY1.00$0$0$0
JAMES MASSAQUOI
PO BOX 52758PHILADELPHIAPA19115TREASURER1.00$0$0$0
JILL FINK
PO BOX 52758PHILADELPHIAPA19115DIRECTOR1.00$0$0$0
CATHERINE LAVIGNE
PO BOX 52758PHILADELPHIAPA19115DIRECTOR1.00$0$0$0
LAMIA MAKKAR
PO BOX 52758PHILADELPHIAPA19115DIRECTOR1.00$0$0$0
MARISSA MEYERS
PO BOX 52758PHILADELPHIAPA19115DIRECTOR1.00$0$0$0
MIGUEL MOREL
PO BOX 52758PHILADELPHIAPA19115DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

FieldValueIRS element (for citing)
PersonTHERESA JACKSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14032 W MORELAND AVENUEAddressLine1Txt
CityHATBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19040ZIPCd
FieldValueIRS element (for citing)
Service TypeMGMT SERVICESServiceTypeTxt
Compensation$81,667CompensationAmt

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$11,507,368AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,866AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,566,234TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$11,566,234AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$173,494CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,392,740NetVlNoncharitableAssetsAmt
Minimum Investment Return$569,637MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$569,637MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,664TaxBasedOnInvestmentIncomeAmt
Total Tax$10,664TotalTaxAmt
Distributable Before Adj$558,973DistributableBeforeAdjAmt
Distributable Before Ded$558,973DistributableBeforeDedAmt
Distributable As Adjusted$558,973DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$539,769ExpensesAndContributionsAmt
Qualifying Distributions$539,769QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$558,973DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$42,343ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$42,343TotalExcessDistributionCyovAmt
Qualifying Distributions$539,769QualifyingDistributionsAmt
Applied To Current Year$539,769AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$19,204ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$19,204ExcessDistributionCyovAppCYAmt
Total Corpus$23,139TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$23,139ExcessDistriCyovToNextYrAmt
Excess From Year2$23,139ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHERESA JACKSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52758AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19115ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2158218144RecipientPhoneNum
Form And Info And MaterialsSEE WEBSITE FOR GRANT FORMS.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE FOR GRANT DUE DATES.SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE RESTRICTED TO THE BENEFIT OF POOR BOYS AND GIRLS RESIDING IN PHILADELPHIA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
12 PLUS
3401 I ST UNIT 304PHILADELPHIAPA19134PCGENERAL OPERATING$10,000
ACHIEVE NOW
1735 MARKET ST STE A500PHILADELPHIAPA19103PCGENERAL OPERATING$10,000
ASIAN AMERICANS UNITED
1023 CALLOWHILL STPHILADELPHIAPA19123PCGENERAL OPERATING$10,000
AUTISM REC
1140 S 2TH STPHILADELPHIAPA19146PCGENERAL OPERATING$10,000
BEYOND THE BARS
3500 LANCASTER AVEPHILADELPHIAPA19104PCGENERAL OPERATING$10,000
BIG PICTURE ALLIANCE
4732 STENTON AVEPHILADELPHIAPA19144PCGENERAL OPERATING$10,000
BREAKTHROUGH OF GREATER PHILA
34 W COULTER STPHILADELPHIAPA19144PCGENERAL OPERATING$10,000
CENTRO NUEVA CREACION
185 WEST TIOGA STREETPHILADELPHIAPA19140PCGENERAL OPERATING$10,000
COURT APPOINTED SPECIAL ADVOCATES
1940 BRANDYWINE STPHILADELPHIAPA19130PCGENERAL OPERATING$10,000
EDUCATION LAW CENTER
1800 JFK BLVD SUITE 190PHILADELPHIAPA19103PCGENERAL OPERATING$10,000
FAMFREQUENCY PRODUCTIONS
1147 S 26TH STPHILADELPHIAPA19146PCGENERAL OPERATING$10,000
FAMILY PROMISE OF PHILADELPHIA
7047 GERMANTOWN AVEPHILADELPHIAPA19119PCGENERAL OPERATING$10,000
GEMMA SERVICES
512 TOWNSHIP LINE RDPLYMOUTH MEETINGPA19462PCGENERAL OPERATING$45,000
INNER STRENGTH EDUCATION
622 S 4TH ST UNIT 63767PHILADELPHIAPA19147PCGENERAL OPERATING$60,000
MASTERY CHARTER SCHOOLS FOUNDATION
5700 WAYNE AVEPHILADELPHIAPA19144PCGENERAL OPERATING$40,000
MONKEY & THE ELEPHANT
2831 W GIRARD AVEPHILADELPHIAPA19130PCGENERAL OPERATING$10,000
MENTOR FOR PHILLY INC
1315 WALNUT ST STE 716PHILADELPHIAPA19107PCGENERAL OPERATING$10,000
NEIGHBORHOOD BIKE WORKS
3943 LANCASTER AVEPHILADELPHIAPA19104PCGENERAL OPERATING$10,000
NEW LEASH ON LIFE - USA
PO BOX 326NARBERTHPA19072PCGENERAL OPERATING$10,000
NICHE CLINIC
548 S 54TH ST STE 2PHILADELPHIAPA19143PCGENERAL OPERATING$10,000
PHILADELPHIA COMMUNITY EMPOWERMENT
3400 J ST ROOM G4PHILADELPHIAPA19134PCGENERAL OPERATING$10,000
PHILADELPHIA ROBOTICS COALITION
1700 W OLNEY AVEPHILADELPHIAPA19141PCGENERAL OPERATING$10,000
ROCK TO THE FUTURE
PO BOX 29324PHILADELPHIAPA19125PCGENERAL OPERATING$50,000
SMITH MEMORIAL PLAYGROUND
3500 RESERVOIR DRPHILADELPHIAPA19121PCGENERAL OPERATING$10,000
STARFINDER FOUNDATION
4015 MAIN STREETPHILADELPHIAPA19127PCGENERAL OPERATING$10,000
STUDENTS RUN PHILLY STYLE
1819 JFK BLVD SUITE 480PHILADELPHIAPA19103PCGENERAL OPERATING$10,000
THERAPY SOLUTIONS CHILDREN'S SERV
915 MONTGOMERY AVEPENN VALLEYPA19072PCGENERAL OPERATING$10,000
TREE HOUSE BOOKS
1430 W SUSQUEHANNA AVEPHILADELPHIAPA19121PCGENERAL OPERATING$10,000
W PHILA ALLIANCE FOR CHILDREN
3603 HAMILTON STREETPHILADELPHIAPA19104PCGENERAL OPERATING$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$445,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$302,882ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$504,948ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$807,834ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$807,834TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION 990PFCategoryTxt
Amt$3,131Amt
Net Investment Income$783NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,348DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTER-TERM INVEST-GR ADM$460,217$413,522
TOTAL BOND MKT INDEX ADM$1,531,731$1,369,317
LONG-TERM INVEST-GR ADM$442,105$332,315
SHORT-TERM INVES-GR ADM$633,045$618,114
TOT INTL BOND IX ADMIRAL$772,266$704,725

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TOTAL STOCK MKT IDX INST$2,083,939$4,982,017
TOTAL INTL STOCK IX ADMIRAL$2,753,523$3,135,234

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENT LOANDesc
BOY Book Value$25,000BOYBookValueAmt
EOY Book Value$25,000EOYBookValueAmt
EOYFMV$25,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INSURANCE$1,653$1,653
DUES & SUBSCRIPTIONS$2,150$2,150
MISCELLANEOUS$106$106
ADMINISTRATIVE EXPENSES$5,171$4,654$517

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTANT FEES$93,167$9,317$83,850
INVESTMENT FEES$30,000$30,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES & LICENSESCategoryTxt
Amt$5,805Amt

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