BETA

RENKER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
RENKER FAMILY FOUNDATION (EIN 81-4714265)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-31
IRS object ID
202242439349100414
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)
Return2022-08-31T12:21:03-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111766 WILSHIRE BOULEVARD 9TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814714265EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RENKER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRENKBusinessNameControlTxt
Phone3104782541PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 NORTH SEPULVEDA BLVD 1500AddressLine1Txt
CityEL SEGUNDOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90245ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG RENKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8185879300PhoneNum
Signature2022-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGPersonFirstNm
Person LastRENKERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW WATSONPreparerPersonNm
PTINP01442075PTIN
Phone3107455755PhoneNum
Preparation2022-08-12PreparationDt

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$4,276,397FMVAssetsEOYAmt
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$76,843DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,843DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$108,278NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$108,278GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$108,278CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$185,121TotalRevAndExpnssAmt
Total Net Invst Incm$185,121TotalNetInvstIncmAmt
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$20,864OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,864OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$539TaxesRevAndExpnssAmt
Taxes Net Invst Incm$539TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,403TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,403TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$723,897ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$723,897ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$745,300TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,403TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$723,897TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$560,179ExcessRevenueOverExpensesAmt
Net Investment Income$163,718NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$305,391SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$43,476SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$43,476SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,379,890CorporateStockBOYAmt
Corporate Stock EOY$1,291,044CorporateStockEOYAmt
Corporate Stock EOYFMV$1,682,620CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,754,650CorporateBondsBOYAmt
Corporate Bonds EOY$1,545,768CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,155,448CorporateBondsEOYFMVAmt
Other Investments BOY$274,154OtherInvestmentsBOYAmt
Other Investments EOY$274,154OtherInvestmentsEOYAmt
Other Investments EOYFMV$394,853OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,714,085TotalAssetsBOYAmt
Total Assets EOY$3,154,442TotalAssetsEOYAmt
Total Assets EOYFMV$4,276,397TotalAssetsEOYFMVAmt
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$3,714,085RetainedEarningBOYAmt
Retained Earning EOY$3,154,442RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,714,085TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,154,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,714,085TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,154,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,714,085TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$560,179ExcessRevenueOverExpensesAmt
Other Increases$536OtherIncreasesAmt
Subtotal$3,154,442SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,154,442TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIRST REPUBLIC-CAP GAIN DIST2021-01-012021-12-31$26,199$26,199$26,199
FIRST REPUBLIC-CAP GAIN SALES2021-01-012021-12-31$82,079$82,079$82,079
FieldValueIRS element (for citing)
Capital Gain Net Income$108,278CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,276InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,276SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,276TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,694EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,694TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,418OverpaymentAmt
Applied To ES Tax$10,418AppliedToESTaxAmt
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 StateCAOrgReportOrRegisterStateCd
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 BooksYUNNA WEINZERLIndividualWithBooksNm
Phone3107455755PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111766 WILSHIRE BOULEVARD 9TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL G RENKER
100 N SEPULVEDA BLVD 1500EL SEGUNDOCA90245PRESIDENT; DIRECTOR0.25$0$0$0
STACEY RENKER
100 N SEPULVEDA BLVD 1500EL SEGUNDOCA90245SECRETARY0.25$0$0$0
YUNNA WEINZERL
11766 WILSHIRE BLVD 900LOS ANGELESCA90025CFO0.25$0$0$0
JONATHAN RENKER
100 N SEPULVEDA BLVD 1500EL SEGUNDOCA90245VICE PRESIDENT0.25$0$0$0
MARK RENKER
100 N SEPULVEDA BLVD 1500EL SEGUNDOCA90245VICE PRESIDENT0.25$0$0$0
RYAN RENKER
100 N SEPULVEDA BLVD 1500EL SEGUNDOCA90245VICE PRESIDENT0.25$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$4,102,043AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,995AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,180,038TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,180,038AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$62,701CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,117,337NetVlNoncharitableAssetsAmt
Minimum Investment Return$205,867MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$205,867MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,276TaxBasedOnInvestmentIncomeAmt
Total Tax$2,276TotalTaxAmt
Distributable Before Adj$203,591DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$203,591DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$203,591DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$723,897ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$723,897QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$203,591DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$41,374ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$81,180ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,734ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$310,377ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$453,665TotalExcessDistributionCyovAmt
Qualifying Distributions$723,897QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$203,591AppliedToCurrentYearAmt
Remaining Distri From Corpus$520,306RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$973,971TotalCorpusAmt
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$973,971ExcessDistriCyovToNextYrAmt
Excess From Year4$41,374ExcessFromYear4Amt
Excess From Year3$81,180ExcessFromYear3Amt
Excess From Year2$20,734ExcessFromYear2Amt
Excess From Year1$310,377ExcessFromYear1Amt
Excess From Current Year$520,306ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAUL G RENKERContributingManagerNm
Contributing ManagerSTACEY RENKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EISENHOWER MEDICAL CENTER FOUNDATION
39000 BOB HOPE DRIVERANCHO MIRAGECA922703221NONEPCGENERAL OPERATING SUPPORT$623,897
STAND TOGETHER TRUST
1320 N COURHOUSE RD STE 500ARLINGTONVA22201NONEPCGENERAL OPERATING SUPPORT$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$723,897TotalGrantOrContriPdDurYrAmt
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$76,843ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$108,278ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$185,121ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$185,121TotalIncomeProducingActyAmt

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 Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD ULTRA SHORT-TERM BOND FUND ADMIRAL CLASS$265,838$265,440
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES$354,037$355,024
VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF$925,893$1,534,984

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS$354,242$545,927
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ADMIRAL CLASS$589,290$612,392
VANGUARD INTL FD FTSE DEVELOPED MKTS ETF$185,188$268,269
WCM FOCUSED INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS$162,324$256,032

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETFCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$274,154BookValueAmt
EOYFMV$394,853EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAINDesc
Amt$536Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$20,864Amt
Net Investment Income$20,864NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES ON INVESTMENTSCategoryTxt
Amt$539Amt
Net Investment Income$539NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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