MRM FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MRM FOUNDATION (EIN 84-3092980)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-10
IRS object ID
202241309349100719
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)
Return2022-05-10T08:19:26-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN571224592PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JMW & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16400 GLENWOOD SUITE 100AddressLine1Txt
CityOVERLAND PARKCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN843092980EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MRM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMRMFBusinessNameControlTxt
Phone7856338190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18015 SW WANAMAKER ROADAddressLine1Txt
CityAUBURNCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL MILLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7856338190PhoneNum
Signature2022-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN D MURPHYPreparerPersonNm
PTINP00232620PTIN
Phone9134994920PhoneNum
Preparation2022-05-05PreparationDt

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$427,507FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,394DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,451DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,447NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$41,449GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,449CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,841TotalRevAndExpnssAmt
Total Net Invst Incm$21,900TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
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
Other Prof Fees Rev And Expnss$2,725OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,725OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Net Invst Incm$60TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,725TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,785TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,125TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,785TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$20,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,284ExcessRevenueOverExpensesAmt
Net Investment Income$19,115NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,263SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$24,670SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$24,670SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$334,013OtherInvestmentsBOYAmt
Other Investments EOY$325,322OtherInvestmentsEOYAmt
Other Investments EOYFMV$402,837OtherInvestmentsEOYFMVAmt
Total Assets BOY$351,276TotalAssetsBOYAmt
Total Assets EOY$349,992TotalAssetsEOYAmt
Total Assets EOYFMV$427,507TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$351,276CapitalStockBOYAmt
Capital Stock EOY$351,276CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY-$1,284RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$351,276TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$349,992TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$351,276TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$349,992TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$351,276TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,284ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$349,992SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$349,992TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2021-12-13$38,520$27,000$11,520$11,520
CAPITAL GAINS DIVIDENDS$2,929$2,929$2,929P
FieldValueIRS element (for citing)
Capital Gain Net Income$14,449CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$11,520NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$266InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$266SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$266TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$902EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$902TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$636OverpaymentAmt
Applied To ES Tax$636AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHAEL A MILLERIndividualWithBooksNm
Phone7856338190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18015 SW WANAMAKER ROADAddressLine1Txt
CityAUBURNCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66402ZIPCd
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
MICHAEL A MILLER
8015 SW WANAMAKER ROADAUBURNKS66402TRUSTEE1.00$0$0$0
RONDA L MILLER
8015 SW WANAMAKER ROADAUBURNKS66402TRUSTEE1.00$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

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$408,623AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,582AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$428,205TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$428,205AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,423CashDeemedCharitableAmt
Net Vl Noncharitable Assets$421,782NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,089MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,089MinimumInvestmentReturnAmt
Tax Based On Investment Income$266TaxBasedOnInvestmentIncomeAmt
Total Tax$266TotalTaxAmt
Distributable Before Adj$20,823DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$20,823DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$20,823DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,400QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,823DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,671ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,671TotalExcessDistributionCyovAmt
Qualifying Distributions$20,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,400AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$423ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$423ExcessDistributionCyovAppCYAmt
Total Corpus$1,248TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,248ExcessDistriCyovToNextYrAmt
Excess From Year1$1,248ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL A MILLERContributingManagerNm
Contributing ManagerRONDA L MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIG BROTHERS BIG SISTERS
PO BOX 1521WICHITAKS67201NONEPCPROVIDE ONE-TO-ONE MENTORING, LIFE COACHING AND OTHER SERVICES SUCH AS LEGAL, DRUG AND ALCOHOL TREATMENT, AND COUNSELING TO CHILDREN AND YOUTH FACING ADVERSITY.$5,100
EIGHT DAYS OF HOPE
PO BOX 3208TUPELOMS38803NONEPCPROVIDE SKILLED LABOR TO HOMEOWNERS IN DISASTER-AFFECTED AREAS WHO WOULD OTHERWISE BE UNABLE TO MAKE REPAIRS TO THEIR HOMES.$5,100
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPCPROVIDE FUNDING FOR RESEARCH TO UNDERSTAND AND TREAT CHILDHOOD CANCER. PROVIDE TREATMENT, TRAVEL, HOUSING, OR FOOD TO FAMILIES.$5,100
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS66675NONEPCPROVIDE INJURED VETERANS AND THEIR FAMILIES WITH FREE MENTAL HEALTH AND WELLNESS, PHYSICAL HEALTH AND WELLNESS, CAREER AND BENEFITS COUNSELING, AND SUPPORT.$5,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,400TotalGrantOrContriPdDurYrAmt
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$7,394ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,447ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$21,841ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,841TotalIncomeProducingActyAmt

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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE ORGANIZATION IS EXEMPT FROM FILING WITH THE KANSAS ATTORNEY GENERAL UNDER THE KANSAS REGULATIONS.ExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALGER SMALL CAP FOCUSAT COST$11,570$12,297
ALLSPRING SPECIAL SMALLAT COST$6,522$8,794
BLACKROCK MULTI ASSETAT COST$7,920$8,236
DOUBLELINE TOTAL RETURNAT COST$22,096$21,538
INVESCO EMERGING MARKETSAT COST$3,693$3,478
INVESCO PREFERRED ETFAT COST$4,583$4,665
INVESCO DEVELOPINGAT COST$3,471$3,480
ISHARES IBOXXAT COST$13,039$13,252
ISHARES 20+ YEARAT COST$9,493$9,188
ISHARES TIPSAT COST$5,573$5,943
ISHARES MBS ETFAT COST$25,784$25,461
ISHARES INC CORE MSCIAT COST$6,480$8,141
ISHARES TR CORE MSCI EAFAT COST$20,594$27,468
MFS INTERNATIONAL DIVERSAT COST$16,886$19,113
PIMCO HIGH YIELD FDAT COST$5,379$5,716
SMEAD VALUE FUNDAT COST$21,444$31,910
VANGUARD SMALL CAP VALUEAT COST$3,998$5,902
VANGUARD SMALL CAPAT COST$4,101$5,918
VANGUARD VALUE ETFAT COST$44,472$57,961
VANGUARD GROWTH ETFAT COST$30,210$67,068
VANGUARD INTERMEDIATEAT COST$10,231$9,989
VANGUARD SHORT-TERMAT COST$39,622$39,249
VANGUARD INTRMDIATE-TERMAT COST$8,161$8,070

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$2,725Amt
Net Investment Income$2,725NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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