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THE MILLER-WEHRLE FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE MILLER-WEHRLE FAMILY FOUNDATION (EIN 20-8091563)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-19
IRS object ID
202222319349100102
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)
Return2022-08-19T09:14:25-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520901831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSS LANGAN & MCKENDREE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17900 WESTPARK DR STE T420AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208091563EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MILLER-WEHRLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMILLBusinessNameControlTxt
Phone2022447056PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15448 33RD STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151627ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW B MILLERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2022447056PhoneNum
Signature2022-08-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMATTHEWPersonFirstNm
Person LastMILLERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOLETTE CAHILLPreparerPersonNm
PTINP00176033PTIN
Phone7038932660PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,769,750FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18,535InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,535InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$113,099DividendsRevAndExpnssAmt
Dividends Net Invst Incm$113,099DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$337,442NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,158,996GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$337,442CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$469,076TotalRevAndExpnssAmt
Total Net Invst Incm$469,076TotalNetInvstIncmAmt
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$8,425AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,425AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$47,384OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,384OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$55,809TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$55,809TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$240,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$240,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$295,809TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$55,809TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$240,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$173,267ExcessRevenueOverExpensesAmt
Net Investment Income$413,267NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$253,855SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$383,443SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$383,443SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$5,000AcctRcvblBOYAmt
Corporate Stock BOY$4,597,448CorporateStockBOYAmt
Corporate Stock EOY$4,989,671CorporateStockEOYAmt
Corporate Stock EOYFMV$4,989,671CorporateStockEOYFMVAmt
Corporate Bonds BOY$406,680CorporateBondsBOYAmt
Corporate Bonds EOY$396,636CorporateBondsEOYAmt
Corporate Bonds EOYFMV$396,636CorporateBondsEOYFMVAmt
Total Assets BOY$5,262,983TotalAssetsBOYAmt
Total Assets EOY$5,769,750TotalAssetsEOYAmt
Total Assets EOYFMV$5,769,750TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,262,983NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,769,750NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,262,983TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,769,750TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,262,983TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,769,750TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,262,983TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$173,267ExcessRevenueOverExpensesAmt
Other Increases$333,500OtherIncreasesAmt
Subtotal$5,769,750SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,769,750TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST SECURITY SALESP$94,788$84,205$10,583$10,583
LT SECURITY SALESP$1,064,208$737,349$326,859$326,859
FieldValueIRS element (for citing)
Capital Gain Net Income$337,442CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,744InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,744SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,744TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,160EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,584TaxDueAmt

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
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2022447056PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15448 33RD STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200151627ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH M WEHRLE
5448 33RD STREET NWWASHINGTONDC20015PRESIDENT/TREASURER1.00$0$0$0
MATTHEW B MILLER
5448 33RD STREET NWWASHINGTONDC20015VICE PRESIDENT/SECRETARY4.00$0$0$0
COLIN A MILLER
5448 33RD STREET NWWASHINGTONDC20015DIRECTOR0.25$0$0$0
E LIAM MILLER
334 WEST STREET ROADKENNETT SQUAREPA19348DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,363,900AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$272,098AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,635,998TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,635,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$84,540CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,551,458NetVlNoncharitableAssetsAmt
Minimum Investment Return$277,573MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$277,573MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,744TaxBasedOnInvestmentIncomeAmt
Total Tax$5,744TotalTaxAmt
Distributable Before Adj$271,829DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$271,829DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$271,829DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$240,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$240,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$271,829DistributableAsAdjustedAmt
Undistributed Income PY$197,891UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$240,000QualifyingDistributionsAmt
Applied To Year1$197,891AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$42,109AppliedToCurrentYearAmt
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$229,720UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELIZABETH M WEHRLEContributingManagerNm
Contributing ManagerMATTHEW B MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN IMMIGRATION COUNCIL
PO BOX 829812PHILADELPHIAPA19182NONEPCUNRESTRICTED$5,000
APPALACHIAN VOICES
589 WEST KING STREETBOONENC28607NONEPCUNRESTRICTED$5,000
BAY JOURNAL FUND
P O BOX 300MAYOMD21106NONEPCUNRESTRICTED$10,000
CAPITAL AREA FOOD BANK
4900 PUERTO RICO AVENUE NEWASHINGTONDC20017NONEPCUNRESTRICTED$5,000
CAPITAL AREA IMMIGRANTS RIGHTS
1612 K STREET NW SUITE 204WASHINGTONDC20017NONEPCUNRESTRICTED$5,000
CASA DE MARYLAND
8151 15TH AVENUEHYATTSVILLEMD20783NONEPCUNRESTRICTED$5,000
CASA RUBY
7530 GEORGE AVENUE NWWASHINGTONDC20012NONEPCUNRESTRICTED$5,000
COALITION OF IMMOKELEE WORKERS
P O BOX 603IMMOKALEEFL34143NONEPCUNRESTRICTED$10,000
DC JUSTICE LAB
P O BOX 90048WASHINGTONDC20090NONEPCUNRESTRICTED$5,000
DOCTORS WITHOUT BORDERS USA
P O BOX 5030HAGERSTOWNMD21741NONEPCUNRESTRICTED$10,000
FREE MINDS BOOK CLUB & WRITING WORKSHOP
1816 12TH STREET NWWASHINGTONDC20009NONEPCUNRESTRICTED$5,000
GROUND TRUTH PROJECT
10GUEST STREETBOSTONMA02135NONEPCUNRESTRICTED$10,000
HIGHLANDERS RESEARCH & EDUCATION CENTER
1959 HIGHLANDER WAYNEW MARKETTN37820NONEPCUNRESTRICTED$5,000
HIPS
906 H STREET NEWASHINGTONDC20002NONEPCUNRESTRICTED$5,000
LIFT
999 NORTH CAPITAL STREET NEWASHINGTONDC20002NONEPCUNRESTRICTED$5,000
MIRIAM'S KITCHEN
2401 VIRGINIA AVE NWWASHINGTONDC20037NONEPCUNRESTRICTED$5,000
MOUNTAIN STATE SPORTSLIGHT
P O BOX 1111CHARLESTONWV25324NONEPCUNRESTRICTED$10,000
NATIONAL DOMESTIC WORKERS ALLIANCE
45 BROADWAY SUITE 320NEW YORKNY10006NONEPCUNRESTRICTED$10,000
NATIONAL NETWORK OF ABORTION FUNDS
P O BOX 7569NEWYORKNY10150NONEPCUNRESTRICTED$10,000
PARTNERS IN HEALTH
P O BOX 996FREDERICKMD21705NONEPCUNRESTRICTED$10,000
PROJECT CREATES
2208 MARTIN LUTHER KING JR AVE SEWASHINGTONDC20020NONEPCUNRESTRICTRED$5,000
SHORERIVERS INC
114 SOUTH WASHINGTON STREET SUITEEASTONMD21601NONEPCUNRESTRICTED$5,000301
SMYAL
410 7TH ST SEWASHINGTONDC20036NONEPCUNRESTRICTED$10,000
SYLVIA RIVERA LAW PROJECT
147 W 24TH ST 5TH FLNEW YORKNY10011NONEPCUNRESTRICTED$10,000
USA FOR UNHCR
1310 L STREET NW SUITE 450WASHINGTONDC20005NONEPCUNRESTRICTED$70,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$240,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,535ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113,099ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$337,442ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$469,076ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$469,076TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$8,425Amt
Net Investment Income$8,425NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationWASHINGTON DC DOES NOT REQUIRE A PRIVATE FOUNDATION TO FURNISH A COPY OF THE 990-PF TO THE ATTORNEY GENERAL OR DESIGNATE.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$396,636EOYBookValueAmt
EOYFMV$396,636EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS & MUTUAL FUNDSStockNm
EOY Book Value$4,989,671EOYBookValueAmt
EOYFMV$4,989,671EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NON DIVIDEND DISTRIBUTIONS$215
CHANGE IN FMV$333,285

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$47,384Amt
Net Investment Income$47,384NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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