BETA

DOLE FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DOLE FAMILY FOUNDATION (EIN 38-3519399)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202221339349102122
Schema version
2021v4.2
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)
Return2022-05-13T12:09:05-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382492570PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BEENE GARTERBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line156 GRANDVILLE AVE SW STE 100AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383519399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOLEBusinessNameControlTxt
Phone2068548619PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16739 DIBBLE AVE NWAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARGARET H DOLANEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2068548619PhoneNum
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARGARETPersonFirstNm
Person LastDOLANEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIETTE S GAUSS EAPreparerPersonNm
PTINP00194693PTIN
Phone6162355200PhoneNum
Preparation2022-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,054,398FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,597DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,597DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$66,652NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$195,678GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$66,652CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$85,249TotalRevAndExpnssAmt
Total Net Invst Incm$85,249TotalNetInvstIncmAmt
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$1,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$523AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,202AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$125OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$125OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$140TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$140TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,990TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$648TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,342TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$89,590TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$648TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$88,942TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,341ExcessRevenueOverExpensesAmt
Net Investment Income$84,601NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,882CashBOYAmt
Cash EOY$130,600CashEOYAmt
Cash EOYFMV$130,600CashEOYFMVAmt
Corporate Stock BOY$447,353CorporateStockBOYAmt
Corporate Stock EOY$328,830CorporateStockEOYAmt
Corporate Stock EOYFMV$923,798CorporateStockEOYFMVAmt
Total Assets BOY$463,235TotalAssetsBOYAmt
Total Assets EOY$459,430TotalAssetsEOYAmt
Total Assets EOYFMV$1,054,398TotalAssetsEOYFMVAmt
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$463,235RetainedEarningBOYAmt
Retained Earning EOY$459,430RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$463,235TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$459,430TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$463,235TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$459,430TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$463,235TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,341ExcessRevenueOverExpensesAmt
Other Increases$536OtherIncreasesAmt
Subtotal$459,430SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$459,430TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES2021-08-20$98,990$117,394-$18,404-$18,404
PUBLICLY TRADED SECURITIES2021-01-27$96,688$11,632$85,056$85,056
FieldValueIRS element (for citing)
Capital Gain Net Income$66,652CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,176InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,176SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,176TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$220EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$220TotalPaymentsAndCreditsAmt
Es Penalty$21EsPenaltyAmt
Tax Due$977TaxDueAmt

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
Org Report Or Register StateMIOrgReportOrRegisterStateCd
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 Line1MARGARET H DOLANEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2068548619PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16739 DIBBLE AVE NWAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981175140ZIPCd
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
MARGARET H DOLANE
6739 DIBBLE AVE NWSEATTLEWA98117PRESIDENT/TREASURER1.00$0$0$0
ELIZABETH H DOLE
5697 BUNKER HILL DRCENTRAL LAKEMI49622VICE PRESIDENT/SECRETARY1.00$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$880,602AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$124,972AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,005,574TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,005,574AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,084CashDeemedCharitableAmt
Net Vl Noncharitable Assets$990,490NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,525MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,525MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,176TaxBasedOnInvestmentIncomeAmt
Total Tax$1,176TotalTaxAmt
Distributable Before Adj$48,349DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,349DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,349DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$88,942ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$88,942QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,349DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$58,670ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$54,669ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,923ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$52,720ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$89,081ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$285,063TotalExcessDistributionCyovAmt
Qualifying Distributions$88,942QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,349AppliedToCurrentYearAmt
Remaining Distri From Corpus$40,593RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$325,656TotalCorpusAmt
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$58,670ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$266,986ExcessDistriCyovToNextYrAmt
Excess From Year4$54,669ExcessFromYear4Amt
Excess From Year3$29,923ExcessFromYear3Amt
Excess From Year2$52,720ExcessFromYear2Amt
Excess From Year1$89,081ExcessFromYear1Amt
Excess From Current Year$40,593ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PLANNED PARENTHOOD OF MICHIGAN
PO BOX 3673ANN ARBORMI48106NONEGENERAL FUND$27,200
WORLD WILDLIFE FUND
PO BOX 97180WASHINGTONDC20090NONEGENERAL FUND$12,000
OPEN AND AFFIRMING COALITION OF THE UNITED CHURCH OF CHRIST
700 PROSPECT AVE ECLEVELANDOH44115NONEGENERAL FUND$2,100
POPULATION MEDIA CENTER
30 KIMBALL AVE STE 302SOUTH BURLINGTONVT05403NONEGENERAL FUND$1,800
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
3860 N LONG LAKE RD STE DTRAVERSE CITYMI49684NONEGENERAL FUND$11,000
ANTRIM CONSERVATION DISTRICT
4820 STOVER RDBELLAIREMI49615NONEGENERAL FUND$10,000
THREE LAKES ASSOCIATION
PO BOX 689BELLAIREMI49615NONEGENERAL FUND$12,000
TIP OF THE MITT WATERSHED COUNCIL
426 BAY STPETOSKEYMI49770NONEGENERAL FUND$3,000
TORCH CONSERVATION CENTER
PO BOX 1142BELLAIREMI49615NONEGENERAL FUND$1,000
PRIDE FOUNDATION
2014 EAST MADISON ST STE 300SEATTLEWA98122NONEGENERAL FUND$1,000
LAND CONSERVANCY OF WESTERN MICHIGAN
400 ANN ST NWGRAND RAPIDSMI49504NONEGENERAL FUND$1,500
NATURE CONSERVANCY OF MICHIGAN
101 EAST CESAR E CHAVEZ AVELANSINGMI48906NONEGENERAL FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,597ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$66,652ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$85,249ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,249TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,725Amt
Net Investment Income$523NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,202DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO INVESTMENT ACCOUNTStockNm
EOY Book Value$328,830EOYBookValueAmt
EOYFMV$923,798EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$536Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$125Amt
Net Investment Income$125NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$140Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$140DisbursementsCharitablePrpsAmt

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