MOBEL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MOBEL FOUNDATION INC (EIN 35-2126479)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-01-28
- IRS object ID
- 202220289349100202
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-28T10:22:23-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351515068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONROE SHINE & CO INC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1407 | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471511407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352126479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOBEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOBE | BusinessNameControlTxt |
| Phone | 8123671490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 130 | AddressLine1Txt |
| City | FERDINAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47532 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL RUHE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8123671490 | PhoneNum |
| Signature | 2021-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | RUHE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP D BEAMAN CPA | PreparerPersonNm |
| PTIN | P00815487 | PTIN |
| Phone | 8129452311 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,757,331 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $64,260 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,260 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,263 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $469,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,263 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $111,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,523 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,306 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,306 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,306 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,306 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,306 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,941 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,225 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,299,982 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,327,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,731,106 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,333,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,354,140 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,757,331 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,333,923 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,354,140 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,333,923 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,354,140 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,333,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,354,140 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,333,923 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,354,140 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,354,140 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (160 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ARTISAN INTL VALUE ADVISOR CL | 2019-07-31 | 2020-12-08 | $116,411 | $103,721 | $12,690 | $12,690 |
| ARTISAN INTL VALUE ADVISOR CL | 2019-11-15 | 2020-12-08 | $2,749 | $2,501 | $248 | $248 |
| ARTISAN INTL VALUE ADVISOR CL | 2019-11-15 | 2020-12-08 | $859 | $781 | $78 | $78 |
| ARTISAN INTL VALUE ADVISOR CL | 2020-11-18 | 2020-12-08 | $786 | $752 | $34 | $34 |
| ARTISAN INTL VALUE ADVISOR CL | 2020-11-18 | 2020-12-08 | $366 | $350 | $16 | $16 |
| ARTISAN INTL VALUE ADVISOR CL | 2020-11-18 | 2020-12-08 | $23 | $22 | $1 | $1 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $187 | $180 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $136 | $131 | $5 | $5 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $130 | $125 | $5 | $5 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $3,169 | $3,053 | $116 | $116 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $102 | $99 | $3 | $3 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $117 | $113 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $113 | $110 | $3 | $3 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $113 | $109 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $122 | $118 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $133 | $128 | $5 | $5 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $127 | $123 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $81 | $78 | $3 | $3 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $89 | $86 | $3 | $3 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $220 | $213 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $154 | $148 | $6 | $6 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $92 | $88 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $100 | $96 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $131 | $126 | $5 | $5 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $24 | $23 | $1 | $1 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $122 | $117 | $5 | $5 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $18 | $17 | $1 | $1 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $200 | $193 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $183 | $176 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $190 | $183 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $189 | $182 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $197 | $190 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $197 | $190 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $165 | $159 | $6 | $6 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $189 | $182 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2009-11-11 | 2020-12-08 | $195 | $188 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2010-12-27 | 2020-12-08 | $667 | $634 | $33 | $33 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2010-12-27 | 2020-12-08 | $308 | $293 | $15 | $15 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2010-12-27 | 2020-12-08 | $90 | $85 | $5 | $5 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2011-01-25 | 2020-12-08 | $96 | $91 | $5 | $5 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2011-02-24 | 2020-12-08 | $100 | $96 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2011-03-24 | 2020-12-08 | $88 | $84 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2011-10-24 | 2020-12-08 | $81 | $78 | $3 | $3 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2011-12-23 | 2020-12-08 | $360 | $340 | $20 | $20 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2011-12-23 | 2020-12-08 | $278 | $263 | $15 | $15 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2011-12-23 | 2020-12-08 | $79 | $75 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2012-01-23 | 2020-12-08 | $83 | $78 | $5 | $5 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2012-02-23 | 2020-12-08 | $83 | $80 | $3 | $3 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2012-03-16 | 2020-12-08 | $16,081 | $15,269 | $812 | $812 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2012-03-23 | 2020-12-08 | $82 | $78 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2012-04-23 | 2020-12-08 | $128 | $123 | $5 | $5 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2012-05-23 | 2020-12-08 | $129 | $123 | $6 | $6 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2013-06-24 | 2020-12-08 | $157 | $145 | $12 | $12 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2013-07-23 | 2020-12-08 | $141 | $132 | $9 | $9 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2013-08-23 | 2020-12-08 | $148 | $135 | $13 | $13 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2013-09-23 | 2020-12-08 | $148 | $137 | $11 | $11 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2013-10-23 | 2020-12-08 | $134 | $126 | $8 | $8 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2013-11-25 | 2020-12-08 | $151 | $140 | $11 | $11 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2013-12-23 | 2020-12-08 | $148 | $138 | $10 | $10 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-01-23 | 2020-12-08 | $155 | $145 | $10 | $10 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-02-24 | 2020-12-08 | $158 | $149 | $9 | $9 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-03-24 | 2020-12-08 | $143 | $135 | $8 | $8 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-04-23 | 2020-12-08 | $160 | $152 | $8 | $8 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-05-23 | 2020-12-08 | $147 | $140 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-06-23 | 2020-12-08 | $145 | $139 | $6 | $6 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-07-23 | 2020-12-08 | $148 | $142 | $6 | $6 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-08-11 | 2020-12-08 | $17,318 | $16,513 | $805 | $805 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-08-25 | 2020-12-08 | $165 | $158 | $7 | $7 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-09-23 | 2020-12-08 | $213 | $203 | $10 | $10 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-10-23 | 2020-12-08 | $210 | $201 | $9 | $9 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-11-24 | 2020-12-08 | $196 | $186 | $10 | $10 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-12-23 | 2020-12-08 | $226 | $212 | $14 | $14 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2014-12-23 | 2020-12-08 | $196 | $184 | $12 | $12 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2015-01-23 | 2020-12-08 | $199 | $189 | $10 | $10 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2015-02-23 | 2020-12-08 | $204 | $192 | $12 | $12 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2015-12-23 | 2020-12-08 | $182 | $164 | $18 | $18 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-01-25 | 2020-12-08 | $176 | $159 | $17 | $17 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-03-23 | 2020-12-08 | $159 | $145 | $14 | $14 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-04-25 | 2020-12-08 | $160 | $146 | $14 | $14 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-05-23 | 2020-12-08 | $167 | $153 | $14 | $14 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-06-23 | 2020-12-08 | $173 | $159 | $14 | $14 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-07-25 | 2020-12-08 | $170 | $159 | $11 | $11 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-08-23 | 2020-12-08 | $176 | $166 | $10 | $10 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-09-23 | 2020-12-08 | $182 | $170 | $12 | $12 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-10-24 | 2020-12-08 | $180 | $168 | $12 | $12 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-11-23 | 2020-12-08 | $193 | $174 | $19 | $19 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2016-12-23 | 2020-12-08 | $186 | $167 | $19 | $19 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-01-23 | 2020-12-08 | $192 | $173 | $19 | $19 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-02-23 | 2020-12-08 | $194 | $177 | $17 | $17 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-03-23 | 2020-12-08 | $197 | $179 | $18 | $18 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-04-24 | 2020-12-08 | $230 | $210 | $20 | $20 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-05-23 | 2020-12-08 | $203 | $186 | $17 | $17 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-06-23 | 2020-12-08 | $206 | $190 | $16 | $16 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-07-24 | 2020-12-08 | $207 | $191 | $16 | $16 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-08-23 | 2020-12-08 | $209 | $192 | $17 | $17 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-09-25 | 2020-12-08 | $223 | $206 | $17 | $17 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-10-23 | 2020-12-08 | $181 | $167 | $14 | $14 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-11-24 | 2020-12-08 | $198 | $182 | $16 | $16 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2017-12-26 | 2020-12-08 | $204 | $186 | $18 | $18 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-01-23 | 2020-12-08 | $179 | $163 | $16 | $16 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-02-23 | 2020-12-08 | $209 | $188 | $21 | $21 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-03-23 | 2020-12-08 | $191 | $171 | $20 | $20 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-04-23 | 2020-12-08 | $228 | $204 | $24 | $24 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-05-23 | 2020-12-08 | $231 | $204 | $27 | $27 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-06-25 | 2020-12-08 | $249 | $220 | $29 | $29 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-07-23 | 2020-12-08 | $204 | $180 | $24 | $24 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-08-23 | 2020-12-08 | $208 | $184 | $24 | $24 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-09-24 | 2020-12-08 | $227 | $199 | $28 | $28 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-10-23 | 2020-12-08 | $214 | $186 | $28 | $28 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-11-23 | 2020-12-08 | $229 | $198 | $31 | $31 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2018-12-24 | 2020-12-08 | $220 | $190 | $30 | $30 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2019-01-23 | 2020-12-08 | $219 | $191 | $28 | $28 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2019-02-25 | 2020-12-08 | $235 | $208 | $27 | $27 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2019-03-25 | 2020-12-08 | $198 | $178 | $20 | $20 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2019-04-23 | 2020-12-08 | $206 | $184 | $22 | $22 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2019-05-23 | 2020-12-08 | $211 | $190 | $21 | $21 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2020-03-23 | 2020-12-08 | $189 | $165 | $24 | $24 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2020-04-23 | 2020-12-08 | $189 | $178 | $11 | $11 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2020-05-26 | 2020-12-08 | $155 | $147 | $8 | $8 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2020-06-23 | 2020-12-08 | $117 | $114 | $3 | $3 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2020-07-23 | 2020-12-08 | $135 | $133 | $2 | $2 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2020-08-24 | 2020-12-08 | $146 | $145 | $1 | $1 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2020-09-23 | 2020-12-08 | $146 | $144 | $2 | $2 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2020-11-02 | 2020-12-08 | $190 | $186 | $4 | $4 |
| DELAWARE DIVERSIFIED INCOME INSTL CL | 2020-12-01 | 2020-12-08 | $139 | $138 | $1 | $1 |
| HARBOR CAP APPREC INSTL CL | 2019-12-17 | 2021-04-13 | $6,786 | $4,619 | $2,167 | $2,167 |
| HARBOR CAP APPREC INSTL CL | 2019-12-17 | 2021-04-13 | $75 | $51 | $24 | $24 |
| HARBOR CAP APPREC INSTL CL | 2020-12-18 | 2021-04-13 | $12,548 | $11,933 | $615 | $615 |
| JANUS HENDERSON ENTERPRISE CL I | 2019-07-31 | 2021-07-01 | $16,460 | $13,342 | $3,118 | $3,118 |
| JANUS HENDERSON ENTERPRISE CL I | 2019-12-18 | 2021-07-01 | $100 | $81 | $19 | $19 |
| JOHN HANCOCK DISCIPLINED VALUE CL I | 2017-07-25 | 2020-12-08 | $53,346 | $53,473 | -$127 | -$127 |
| JOHN HANCOCK DISCIPLINED VALUE CL I | 2017-07-25 | 2020-12-08 | $8,193 | $8,212 | -$19 | -$19 |
| JOHN HANCOCK DISCIPLINED VALUE CL I | 2017-07-25 | 2020-12-08 | $1,913 | $1,918 | -$5 | -$5 |
| JOHN HANCOCK DISCIPLINED VALUE CL I | 2017-07-25 | 2021-07-01 | $18,702 | $15,545 | $3,157 | $3,157 |
| JOHN HANCOCK DISCIPLINED VAL MID CAP CL I | 2017-05-12 | 2021-07-01 | $10,837 | $8,576 | $2,261 | $2,261 |
| JOHN HANCOCK DISCIPLINED VAL MID CAP CL I | 2017-05-12 | 2021-07-01 | $4,439 | $3,513 | $926 | $926 |
| JOHN HANCOCK DISCIPLINED VAL MID CAP CL I | 2017-05-12 | 2021-07-01 | $82 | $65 | $17 | $17 |
| CLEARBRIDGE SMALL CAP CL I | 2016-05-20 | 2020-12-08 | $36,727 | $26,172 | $10,555 | $10,555 |
| CLEARBRIDGE SMALL CAP CL I | 2016-05-20 | 2020-12-08 | $1,704 | $1,214 | $490 | $490 |
| CLEARBRIDGE SMALL CAP CL I | 2016-05-20 | 2020-12-08 | $1,161 | $828 | $333 | $333 |
| CLEARBRIDGE SMALL CAP CL I | 2016-05-20 | 2020-12-08 | $15 | $10 | $5 | $5 |
| CLEARBRIDGE SMALL CAP CL I | 2018-12-07 | 2020-12-08 | $5,737 | $4,983 | $754 | $754 |
| CLEARBRIDGE SMALL CAP CL I | 2018-12-07 | 2020-12-08 | $2,574 | $2,236 | $338 | $338 |
| CLEARBRIDGE SMALL CAP CL I | 2019-12-06 | 2020-12-08 | $1,049 | $1,003 | $46 | $46 |
| CLEARBRIDGE SMALL CAP CL I | 2019-12-06 | 2020-12-08 | $172 | $165 | $7 | $7 |
| CLEARBRIDGE SMALL CAP CL I | 2019-12-19 | 2020-12-08 | $184 | $181 | $3 | $3 |
| CLEARBRIDGE SMALL CAP CL I | 2020-06-19 | 2020-12-08 | $20 | $15 | $5 | $5 |
| CLEARBRIDGE SMALL CAP CL I | 2020-06-19 | 2020-12-08 | $1 | $1 | $1 | |
| MFS VALUE CL I | 2017-07-25 | 2020-12-08 | $10,782 | $9,442 | $1,340 | $1,340 |
| MFS VALUE CL I | 2017-07-25 | 2021-07-01 | $11,201 | $8,577 | $2,624 | $2,624 |
| MFS VALUE CL I | 2018-09-27 | 2020-12-08 | $610 | $554 | $56 | $56 |
| MFS VALUE CL I | 2019-06-27 | 2020-12-08 | $1,475 | $1,339 | $136 | $136 |
| MFS VALUE CL I | 2019-09-18 | 2020-12-08 | $47,617 | $45,156 | $2,461 | $2,461 |
| MFS VALUE CL I | 2019-09-27 | 2020-12-08 | $928 | $868 | $60 | $60 |
| MFS VALUE CL I | 2019-12-20 | 2020-12-08 | $2,590 | $2,537 | $53 | $53 |
| MFS VALUE CL I | 2019-12-20 | 2020-12-08 | $834 | $817 | $17 | $17 |
| MFS VALUE CL I | 2021-03-26 | 2021-07-01 | $643 | $601 | $42 | $42 |
| MFS VALUE CL I | 2021-06-25 | 2021-07-01 | $655 | $647 | $8 | $8 |
| AMERICAN BEACON SIM HIGH YIELD OPPTYS CL Y | 2019-07-31 | 2020-12-08 | $30,870 | $31,232 | -$362 | -$362 |
| AMERICAN BEACON SIM HIGH YIELD OPPTYS CL Y | 2020-01-02 | 2020-12-08 | $313 | $318 | -$5 | -$5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,263 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,296 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,296 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,296 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $565 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $565 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $731 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PAUL A RUHE | IndividualWithBooksNm |
| Phone | 8123671214 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 130 | AddressLine1Txt |
| City | FERDINAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PHILLIP A RUHE | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| FRANCIS J SCHIPP | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STANLEY J RUHE | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAUL A RUHE | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KENNETH J LAMKIN | ||||||||
| 2130 INDUSTRIAL PARK ROAD | FERDINAND | IN | 47532 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,707,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,739,463 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,739,463 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,713,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,296 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,296 | TotalTaxAmt |
| Distributable Before Adj | $84,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,373 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,373 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,854 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,854 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $84,227 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BOARD OF DIRECTORS MOBEL FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 130 | AddressLine1Txt |
| City | FERDINAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8123671490 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SPECIFIC FORM REQUIRED. PURPOSE AND AMOUNT OF CONTRIBUTION REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANT MUST BE A 501(C)(3) CHARITABLE ORGANIZATION LOCATED WITHIN DUBOIS COUNTY, INDIANA, OR THE SOUTHWESTERN INDIANA AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FERDINAND COMMUNITY CENTER | |||||||
| 1710 COMMUNITY DR | FERDINAND | IN | 47532 | NONE | OTHER PUBLIC CHARITY | GENERAL | $70,000 |
| FERDINAND PARK & REC DEPT | |||||||
| 2065 MAIN STREET | FERDINAND | IN | 47532 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $64,260 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,263 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $111,523 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,523 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE INCOME PRODUCED IS USED TO PROVIDE FUNDS FOR CHARITABLE DONATIONS MADE TO SELECT 501(C)(3) ORGANIZATIONS. |
| 8 | THE INCOME PRODUCED IS USED TO PROVIDE FUNDS FOR CHARITABLE DONATIONS MADE TO SELECT 501(C)(3) ORGANIZATIONS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BROKERAGE ACCOUNT | StockNm |
| EOY Book Value | $1,327,915 | EOYBookValueAmt |
| EOYFMV | $1,731,106 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $18,306 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18,306 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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