CAROLYN K TRIBE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CAROLYN K TRIBE FOUNDATION (EIN 27-6595079)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-09
IRS object ID
202241299349100839
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)
Return2022-05-09T09:27:31-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042433152PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREENE RUBIN MILLER AND PACINO CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11340 SOLDIERS FIELD ROADAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02135ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276595079EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CAROLYN K TRIBE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone6172544422PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO GRMP 1340 SOLDIERS FIELD ROADAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02135ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYN K TRIBEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172544422PhoneNum
Signature2022-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLYNPersonFirstNm
Person LastTRIBEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER ANDERSONPreparerPersonNm
PTINP00463471PTIN
Phone6172544422PhoneNum

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$594,233FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,287DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,287DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,494NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$57,033GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,494CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$45,783TotalRevAndExpnssAmt
Total Net Invst Incm$45,783TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$5,582OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$519TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,101TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,101TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,682ExcessRevenueOverExpensesAmt
Net Investment Income$45,783NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,491CashBOYAmt
Cash EOY$7,159CashEOYAmt
Cash EOYFMV$7,159CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,314SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$43,752SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$43,752SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$83AcctRcvblAmt
Acct Rcvbl BOY$139AcctRcvblBOYAmt
Acct Rcvbl EOY$83AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$83AcctRcvblEOYFMVAmt
Other Investments BOY$398,130OtherInvestmentsBOYAmt
Other Investments EOY$383,684OtherInvestmentsEOYAmt
Other Investments EOYFMV$543,239OtherInvestmentsEOYFMVAmt
Total Assets BOY$419,074TotalAssetsBOYAmt
Total Assets EOY$434,678TotalAssetsEOYAmt
Total Assets EOYFMV$594,233TotalAssetsEOYFMVAmt
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$419,074RetainedEarningBOYAmt
Retained Earning EOY$434,678RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$419,074TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$434,678TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$419,074TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$434,678TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$419,074TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,682ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$434,756SubtotalAmt
Other Decreases$78OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$434,678TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD FTSE DEVELOPED MARKETS ETFP2021-04-052021-07-08$7,637$7,570$67$67
COLUMBIA CONTRARIAN CORE FUNDP2017-03-032021-07-08$10,000$6,751$3,249$3,249
ISHARES CORE S&P 500 ETFP2019-08-092021-04-05$10,200$7,347$2,853$2,853
VANGUARD SMALL CAP ETFP2014-03-052021-07-08$5,497$2,871$2,626$2,626
CAPITAL GAINS DIVIDENDSP$23,699$23,699$23,699
FieldValueIRS element (for citing)
Capital Gain Net Income$32,494CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$636InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$636SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$636TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,243ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,243TotalPaymentsAndCreditsAmt
Es Penalty$7EsPenaltyAmt
Overpayment$600OverpaymentAmt
Applied To ES Tax$600AppliedToESTaxAmt
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 StateMAOrgReportOrRegisterStateCd
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 Line1PETER O ANDERSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172544422PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11340 SOLDIERS FIELD ROADAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02135ZIPCd
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

FieldValueIRS element (for citing)
PersonCAROLYN K TRIBEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 ASH STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$558,607AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,336AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$111FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$569,054TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$569,054AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,536CashDeemedCharitableAmt
Net Vl Noncharitable Assets$560,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,026MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,026MinimumInvestmentReturnAmt
Tax Based On Investment Income$636TaxBasedOnInvestmentIncomeAmt
Total Tax$636TotalTaxAmt
Distributable Before Adj$27,390DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,390DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,390DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$24,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,390DistributableAsAdjustedAmt
Undistributed Income PY$3,158UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$24,000QualifyingDistributionsAmt
Applied To Year1$3,158AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,842AppliedToCurrentYearAmt
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$6,548UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AURORA COMMUNITY CONNECTION
9801 E COLFAXAURORACO80010501(C)3SUPPORT RESOURCES TO PROMOTE SOCIAL EQUITY$1,000
BETTINA NETWORK FOUNDATION
PO BOX 380585CAMBRIDGEMA02238501(C)3SUPPORT FOR THE ORGANIZATION'S CHARITABLE ACTIVITIES$2,000
CHURCH OF THE ROCK
4881 CHEROKEE DRIVECASTLE ROCKCO80109501(C)3SUPPORT THE CHURCH'S RELIGIOUS AND SOCIAL PROGRMS$1,000
ENCORE BOSTON NETWORK
20 CHEMUNG STREETSTOUGHTONMA02072501(C)3SUPPORT FOR PEOPLE OVER 50 TO USE TALENTS TO DO GOOD IN THE COMMUNITY$2,000
ENCOREORG
PO BOX 29542SAN FRANCISCOCA94129501(C)3SUPPORT FOR MULTI-GENERATIONAL SOLUTIONS TO SOCIAL ISSUES$1,000
GLOBAL EVANGELICAL CHURCH
34 LINNELL CIRCLEBILLERICAMA01821501(C)3SUPPORT FOR GENERAL ACTIVITIES AND UNITED CHRISTIAN CENTER IN UGANDA$2,000
HARVARD SQUARE NEIGHBORHOOD ASSOCIATION
PO BOX 380060CAMBRIDGEMA02138501(C)3SUPPORT ORGANIZATION'S EFFORTS TO PRESERVE THE HISTORIC, ENVIRONMENTAL AND SOCIAL COMMUNITY OF HARVARD SQUARE$1,000
PETFINDEER FOUNDATION
4729 E SUNRISE DRIVETUSCONAZ85718501(C)3SUPPORT ORGANIZATION'S SUPPORT FOR SHELTERS AND RESCUE GROUPS CARING FOR HOMELESS PETS$1,000
PHAI (VIOLENCE TRANSFORMED)
360 HUNTINGTON AVEBOSTONMA02115501(C)3SUPPORT EFFORTS TOWARDS PREVENTING VIOLENCE THROUGH THE ARTS$1,000
SHRINER'S HOSPITAL FOR CHILDREN
51 BLOSSOM STREETBOSTONMA02114501(C)3SUPPORT HOSPITAL'S EFFORTS IN CARING FOR CHILDREN$500
ST CLOUDS RESCUE
8137 COUNTY ROADMCKINNEYTX75071501(C)3SUPPORT EFFORTS FOR PLACING UNDER CARED FOR ANIMALS$1,000
ST FRANCIS HOUSE HOMELESS SHELTER
39 BOYLSTON STREETBOSTONMA02116501(C)3SUPPORT ORGANIZATION'S EFFORTS IN SUPPORTING HOMELESS INDIVIDUALS$500
WGBH
PO BOX 55875BOSTONMA02205501(C)3SUPPORT FOR EDUCATIONAL PROGRAMMING$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,000TotalGrantOrContriPdDurYrAmt
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$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,287ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,494ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$45,783ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,783TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITY MUTUAL FUNDSAT COST$277,335$431,221
FIXED INCOME MUTUAL FUNDSAT COST$66,849$70,803
ALTERNATIVE INVESTMENT FUNDS - REAT COST$39,500$41,215

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJSUTMENTDesc
Amt$78Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$5,582Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$186$0$0
ANNUAL REPORT FEE$35$0$0
FORM 990-PF$298$0$0

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