BETA

PATHWORK FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PATHWORK FOUNDATION (EIN 13-6544626)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-07-14
IRS object ID
202231959349100208
Schema version
2020v4.2
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)
Return2022-07-14T09:17:33-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541149263PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YOUNT HYDE & BARBOUR PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 SUNSET LANE SUITE 1310AddressLine1Txt
CityCULPEPERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136544626EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PATHWORK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATHBusinessNameControlTxt
Phone5409485558PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 725AddressLine1Txt
CityMADISONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22727ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAC CONAWAYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5409485558PhoneNum
Signature2022-07-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJACPersonFirstNm
Person LastCONAWAYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS PEARSON CPAPreparerPersonNm
PTINP00547894PTIN
Phone5408256050PhoneNum
Preparation2022-07-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$128,405FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,945ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,011DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,011DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,011DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,187NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,175GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,187CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$12NetSTCapitalGainAdjNetIncmAmt
Gross Sales Less Ret And Allwnc$6,821GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$6,851CostOfGoodsSoldAmt
Gross Profit Rev And Expnss-$30GrossProfitRevAndExpnssAmt
Gross Profit Adj Net Incm-$30GrossProfitAdjNetIncmAmt
Other Income Rev And Expnss$23,509OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$23,509OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$30,622TotalRevAndExpnssAmt
Total Net Invst Incm$3,198TotalNetInvstIncmAmt
Total Adj Net Incm$24,502TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,731AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$546AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,185AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,253OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$1,451OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,802OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$44TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$3,494OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$699OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$2,795OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,010OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$265OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$3,745OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,532TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,961TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,527TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,532TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,961TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$14,527TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,090ExcessRevenueOverExpensesAmt
Net Investment Income$3,198NetInvestmentIncomeAmt
Adjusted Net Income$21,541AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,777CashBOYAmt
Cash EOY$36,253CashEOYAmt
Cash EOYFMV$36,253CashEOYFMVAmt
Acct Rcvbl BOY$9,476AcctRcvblBOYAmt
Inventories BOY$14,517InventoriesBOYAmt
Inventories EOY$14,453InventoriesEOYAmt
Inventories EOYFMV$14,453InventoriesEOYFMVAmt
Corporate Stock BOY$46,186CorporateStockBOYAmt
Corporate Stock EOY$49,384CorporateStockEOYAmt
Corporate Stock EOYFMV$77,699CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$16,291LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,291LandBldgEquipAccumDeprecAmt
Total Assets BOY$86,956TotalAssetsBOYAmt
Total Assets EOY$100,090TotalAssetsEOYAmt
Total Assets EOYFMV$128,405TotalAssetsEOYFMVAmt
Other Liabilities BOY$41OtherLiabilitiesBOYAmt
Other Liabilities EOY$85OtherLiabilitiesEOYAmt
Total Liabilities BOY$41TotalLiabilitiesBOYAmt
Total Liabilities EOY$85TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$81,944NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$95,034NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$4,971DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$4,971DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$86,915TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$100,005TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$86,956TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$100,090TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$86,915TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,090ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$100,005SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$100,005TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY TOTAL MARKET INDEX FUNDP2021-08-26$25$13$12$12
FIDELITY TOTAL MARKET INDEX FUNDP2021-08-26$1,803$975$828$828
CAPITAL GAINS DIVIDENDSP$1,347$1,347$1,347
FieldValueIRS element (for citing)
Capital Gain Net Income$2,187CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$12NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$44InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$44SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$44TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$44TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.PATHWORK.ORGWebsiteAddressTxt
Individual With BooksZOE WILLOWIndividualWithBooksNm
Phone5409485558PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 725AddressLine1Txt
CityMADISONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22727ZIPCd
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 (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
ALAN SALY
370 RIVERSIDE DR 8DNEW YORKNY10025PATHWORK PRESS COMMITTEE10.00$0$0$0
DONNA GRAY
100 RIVERSIDE DR 15NEW YORKNY10024VICE PRESIDENT5.00$0$0$0
SUZI FOZIER
TRUSTEE1.00$0$0$0RUA TEBAS 296 APTO 163BSAO PAULOBRASILBR04634
JAC CONAWAY
51 TONGORE KILL RDOLIVEBRIDGENY12461TREASURER5.00$0$0$0
PAUL PAQUETTE
PO BOX 725MADISONVA22727PRESIDENT10.00$0$0$0
MARUA ANTONIA VAN DIJKE
PO BOX 725MADISONVA22727TRUSTEE1.00$0$0$0
ANITA HEALD
PO BOX 725MADISONVA22727TRUSTEE1.00$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)
Description1WORKING TO INCREASE AND DISSEMINATE PATHWORK CONSCIOUSNESS THROUGHOUT THE WORLD.Description1Txt
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$69,141AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,231AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$95,372TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$95,372AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,431CashDeemedCharitableAmt
Net Vl Noncharitable Assets$93,941NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,697MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,527ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,527QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,527AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1994-08-31PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$4,697CurrentYearAmt
Year1$4,283Year1Amt
Year2$4,838Year2Amt
Year3$0Year3Amt
Total$13,818TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$3,992CurrentYearAmt
Year1$3,641Year1Amt
Year2$4,112Year2Amt
Year3$0Year3Amt
Total$11,745TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$14,527CurrentYearAmt
Year1$25,168Year1Amt
Year2$33,059Year2Amt
Year3$61,447Year3Amt
Total$134,201TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$14,527CurrentYearAmt
Year1$25,168Year1Amt
Year2$33,059Year2Amt
Year3$61,447Year3Amt
Total$134,201TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$3,131CurrentYearAmt
Year1$2,855Year1Amt
Year2$3,225Year2Amt
Year3$4,029Year3Amt
Total$13,240TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescCONFERENCE INCOMEDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm$430UnrelatedBusinessTaxblIncmAmt

Membership Dues And Assmnt MembershipDuesAndAssmntGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,860RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,011RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$840ExclusionAmt
Related Or Exempt Function Incm$1,347RelatedOrExemptFunctionIncmAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$30RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescROYALTIESDesc
Related Or Exempt Function Incm$9,219RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$430UnrelatedBusinessTaxblIncmAmt
Exclusion$840ExclusionAmt
Related Or Exempt Function Incm$25,407RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,677TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementROYALTIES FROM THE SALE OF PATHWORK PHILOSOPHY BOOKS AND CDSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,731Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$546AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,185DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$49,384EOYBookValueAmt
EOYFMV$77,699EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$327$0$65$262
SUPPLIES & POSTAGE$316$0$63$253
PROMOTIONS & ADVERTISING$803$0$0$803
WEBSITE DEVELOPMENT$1,878$0$0$1,878
COMPUTER EXPENSES$75$0$15$60
TRADEMARK/COPYRIGHT RENEWAL$587$0$117$470
MISCELLANEOUS$24$0$5$19

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CONFERENCE INCOME$430$430
ROYALTIES$9,219$9,219
MEMBERSHIP DUES AND ASSESSMENTS$13,860$13,860

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$41BOYBookValueAmt
EOY Book Value$85EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$7,253Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,451AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,802DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$44Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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