THOMAS FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THOMAS FAMILY FOUNDATION INC (EIN 06-1604351)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-12
IRS object ID
202232249349100723
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)
Return2022-08-12T18:31:08-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE SOUTHEAST THIRD AVE SUITE 1100AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061604351EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone2129836409PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15390 ISLEWORTH COUNTRY CLAddressLine1Txt
CityWINDERMERECityNm
State AbbreviationFLStateAbbreviationCd
ZIP34786ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID THOMASPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2129836409PhoneNum
Signature2022-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastTHOMASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANCES HOUSMANPreparerPersonNm
PTINP00662102PTIN
Phone3059959600PhoneNum

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$1,026,315FMVAssetsEOYAmt
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$12,904DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,904DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$204NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$75,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,700TotalRevAndExpnssAmt
Total Net Invst Incm$12,904TotalNetInvstIncmAmt
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$4,964AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,482AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$4,964TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,482TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,125ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,125ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,089TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,482TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$59,125TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,389ExcessRevenueOverExpensesAmt
Net Investment Income$10,422NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$47,075CashEOYAmt
Cash EOYFMV$47,075CashEOYFMVAmt
Sav And Temp Cash Invst BOY$138,105SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$113,865SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$113,865SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$268,140CorporateStockBOYAmt
Corporate Stock EOY$193,933CorporateStockEOYAmt
Corporate Stock EOYFMV$865,375CorporateStockEOYFMVAmt
Total Assets BOY$406,245TotalAssetsBOYAmt
Total Assets EOY$354,873TotalAssetsEOYAmt
Total Assets EOYFMV$1,026,315TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$37,424CapitalStockBOYAmt
Capital Stock EOY$37,424CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$368,821RetainedEarningBOYAmt
Retained Earning EOY$317,449RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$406,245TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$354,873TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$406,245TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$354,873TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$406,245TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,389ExcessRevenueOverExpensesAmt
Other Increases$17OtherIncreasesAmt
Subtotal$354,873SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$354,873TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THE SOUTHERN COMPANY2016-09-142021-10-18$25,000$25,204-$204-$204
JP MORGAN DEP SHS2015-05-282021-06-01$50,000$50,000$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income-$204CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$145InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$145SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$145TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$278EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$278TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$133OverpaymentAmt
Applied To ES Tax$133AppliedToESTaxAmt
Refund$0RefundAmt

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 StateFLOrgReportOrRegisterStateCd
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
Individual With BooksFRANCES HOUSMANIndividualWithBooksNm
Phone3059959600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE SE 3RD AVE 1100AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
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
DAVID M THOMAS
5390 ISLEWORTH COUNTRY CLUB DRWINDERMEREFL34786PRESIDENT0.25$0$0$0
CAROLYN T THOMAS
5390 ISLEWORTH COUNTRY CLUB DRWINDERMEREFL34786VP & SECRETARY0.25$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$876,999AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,405AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$902,404TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$902,404AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,536CashDeemedCharitableAmt
Net Vl Noncharitable Assets$888,868NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,443MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,443MinimumInvestmentReturnAmt
Tax Based On Investment Income$145TaxBasedOnInvestmentIncomeAmt
Total Tax$145TotalTaxAmt
Distributable Before Adj$44,298DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,298DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,298DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$59,125ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$59,125QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,298DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$40,656ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,905ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$227,194ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$42,951ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$60,199ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$382,905TotalExcessDistributionCyovAmt
Qualifying Distributions$59,125QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,298AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,827RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$397,732TotalCorpusAmt
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$40,656ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$357,076ExcessDistriCyovToNextYrAmt
Excess From Year4$11,905ExcessFromYear4Amt
Excess From Year3$227,194ExcessFromYear3Amt
Excess From Year2$42,951ExcessFromYear2Amt
Excess From Year1$60,199ExcessFromYear1Amt
Excess From Current Year$14,827ExcessFromCurrentYearAmt

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 RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
D PHILIPS CENTER FOR THE PERFORMING ARTS
445 S MAGNOLIA AVEORLANDOFL32801NONEPCTO BRING ALL KINDS OF PERFORMING ARTS TO PEOPLE FROM ALL WALKS OF LIFE, ALL AROUND THE WORLD.$5,000
FAMILY PROMISE ORLANDO
2313 NORTH ORANGE AVEORLANDOFL32804NONEPCHELPS FAMILIES EXPERIENCING HOMELESSNESS AND LOW-INCOME FAMILIES ACHIEVE SUSTAINABLE HOUSING AND SELF-SUFFICIENCY THROUGH A COMMUNITY-BASED RESPONSE.$5,000
FILLING IN THE BLANKS
721 N WILTON RDWILTONCT06840NONEPCGENERAL SUPPORT$10,000
FIRST PRESBYTERIAN CHURCH OF ORLANDO
106 E CHURCH ST 3341ORLANDOFL32801NONEPCCHURCH$30,800
PAN MASS CHALLENGE
77 4TH AVENEEDHAMMA02494NONEPCRAISES FUNDS FOR DANA-FARBER CANCER INSTITUTE, A WORLD LEADER IN ADULT AND PEDIATRIC CANCER TREATMENT AND RESEARCH.$1,250
THILLEN EDUCATION FOUNDATION INC
1101 HAWTHORNE HEIGHTSGREENSBOROGA30642NONEPCEDUCATION$2,000
CMN DANCE MARATHON
205 WEST 700 SOUTHSALT LAKE CITYUT84101NONEPCTO HELP THE FIGHT AGAINST CHILDREN'S DISEASES AND CANCERS AND TO RAISE AWARENESS.$500
FLORIDA WILDLIFE CORRIDOR
2606 FAIRFIELD AVE S BLDG 7ST PETERSBURGFL33712NONEPCPRESERVE FLORIDA WILDLIFE$2,500
GRACE COMMUNITY CHURCH
13248 ROSCOE BLVDSUN VALLEYCA91352NONEPCTO GLORIFY GOD AND EXTEND HIS KINGDOM BY LIVING AND PROCLAIMING HIS TRUTH IN THE WORLD.$1,000
ATLANTA RONALD MCDONALD HOUSE CHARITIES
795 N GATEWOOD RD NEATLANTAGA30329NONEPCTO NURTURING THR HEALTH AND WELL-BEING OF CHILDREN AND THEIR FAMILIES.$800
NOAH'S ARK ANIMAL FOUNDATION
1986 GEAR AVENUEFAIRFIELDIA52556NONEPCANIMAL SHELTER$250
FLORIDA SHERIFFS ASSOCIATION
2617 MAHAN DRIVETALLAHASSEEFL32308NONEPCPROVIDE STATE-OF-THE-ART TRAINING FOR SHERIFFS, DEPUTIES AND STAFF$25
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,125TotalGrantOrContriPdDurYrAmt
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$12,904ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$204ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,700ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,700TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,964Amt
Net Investment Income$2,482NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE SECURITIESStockNm
EOY Book Value$193,933EOYBookValueAmt
EOYFMV$865,375EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$17Amt

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