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NANCY AND JOHN HOFFMANN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NANCY AND JOHN HOFFMANN FOUNDATION (EIN 13-3947796)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-07
IRS object ID
202521889349100752
Schema version
2024v5.2
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)
Return2025-07-07T10:11:50-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133947796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOFFMANN-OSBORNE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOFFBusinessNameControlTxt
Phone2129969550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14019 SPRING ISLANDAddressLine1Txt
CityOKATIECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29909ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN HOFFMANNPersonNm
Person TitleSETTLORPersonTitleTxt
Phone2129969550PhoneNum
Signature2025-07-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCINDY OSTRAGERPreparerPersonNm
PTINP00543955PTIN
Phone2122970400PhoneNum
Preparation2025-07-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,363,753FMVAssetsEOYAmt
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$6,898InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,898InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,320DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,320DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$295NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$99,093GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$295CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,513TotalRevAndExpnssAmt
Total Net Invst Incm$24,513TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$211TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$211TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$54,868ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$54,868ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,079TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,868TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,566ExcessRevenueOverExpensesAmt
Net Investment Income$24,513NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,692CashBOYAmt
Cash EOY$21,619CashEOYAmt
Cash EOYFMV$21,619CashEOYFMVAmt
Sav And Temp Cash Invst EOY$209,388SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$209,388SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$775,594CorporateStockBOYAmt
Corporate Stock EOY$540,713CorporateStockEOYAmt
Corporate Stock EOYFMV$1,132,746CorporateStockEOYFMVAmt
Other Assets BOY$10,382OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$802,668TotalAssetsBOYAmt
Total Assets EOY$771,720TotalAssetsEOYAmt
Total Assets EOYFMV$1,363,753TotalAssetsEOYFMVAmt
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$802,668RetainedEarningBOYAmt
Retained Earning EOY$771,720RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$802,668TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$771,720TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$802,668TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$771,720TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$802,668TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,566ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$772,102SubtotalAmt
Other Decreases$382OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$771,720TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP$99,088$98,795$293$293
MORGAN STANLEYP$5$3$2$2
FieldValueIRS element (for citing)
Capital Gain Net Income$295CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$341InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$341SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$341TaxBasedOnInvestmentIncomeAmt
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$341TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 Line1MR & MRS JOHN HOFFMANNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129969550PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14019 SPRING ISLANDAddressLine1Txt
CityOKATIECityNm
State AbbreviationSCStateAbbreviationCd
ZIP29909ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
CATHERINE HOFFMANN
34 PARK EAST 68TH STREET APT 1BNEW YORKNY10021TRUSTEE0.50$0$0$0
JOHN HOFFMANN
4019 SPRING ISLANDOKATIESC29909SETTLOR0.50$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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,197,908AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$204,537AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,402,445TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,402,445AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,037CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,381,408NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,070MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,070MinimumInvestmentReturnAmt
Tax Based On Investment Income$341TaxBasedOnInvestmentIncomeAmt
Total Tax$341TotalTaxAmt
Distributable Before Adj$68,729DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$68,729DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$68,729DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,868ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$54,868QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,729DistributableAsAdjustedAmt
Undistributed Income PY$32,932UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$54,868QualifyingDistributionsAmt
Applied To Year1$32,932AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,936AppliedToCurrentYearAmt
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$46,793UndistributedIncomeCYAmt
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)
Contributing ManagerJOHN HOFFMANNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
564 PARK AVENUE HISTORIC PRESERVATION FUND
564 PARK AVENEW YORKNY100657367PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,564
ANNE MOORE BREAST CANCER RESEARCH
425 E 61ST ST 8-11TH FLOORNEW YORKNY10065PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$5,000
BRIDGEHAMPTON CHAMBER MUSIC
575 LEXINGTON AVE 14TH FLOORNEW YORKNY10022PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$3,500
BROOKS SCHOOL
840 KING STRYE BROOKNY10573PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$14,554
CAMP SEAGULL FUND
218 SEA GULL LANDINGARAPAHOENC28510PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
COLGATE UNIVERSITY
13 OAK DR E EXTHAMILTONNY13346PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$5,000
LAWRENCEVILLE SCHOOL
2500 MAIN STLAWRENCEVILLENJ086481600PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$250
LIBRARY OF AMERICA
14 EAST 60TH STREETNEW YORKNY100221006PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
SPRING ISLAND TRUST
40 MOBLEY OAKS LANEOKATIESC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$10,000
ST ANNE'S CHURCH
199 DUKE OF GLOUCESTER STANNAPOLISMD21401PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$3,000
ST BERNARD'S SCHOOL ANNUAL FUND
4 E 98TH STNEW YORKNY100296502PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
ST MARK'S SCHOOL
55 WEST 138TH STNEW YORKNY10037PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
THE EPISCOPAL SCHOOL
35 E 69TH STNEW YORKNY10021PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
THE SPENCE SCHOOL
56 E 93RD STNEW YORKNY10128PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
WOUNDED WARRIORS
140 ENCINITAS BLVD 323ENCINITASCA920243657PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
INCARNATION CAMP FUND
4019 SPRING ISLANDOKATIESC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
PECONIC LAND TRUST
4019 SPRING ISLANDOKATIESC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
PORT ROYAL SOUND FOUNDATION
4019 SPRING ISLANDOKATIESC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
GROUP FOR THE EAST END
4019 SPRING ISLANDOKATIESC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
SYRACUSE UNIVERSITY
4019 SPRING ISLANDOKATIESC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$2,500
GARDEN CLUB OF AMERICAN
4019 SPRING ISLANDOKATIESC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
UNIV OF SCAROLINA CHAMBER MUSIC
ONE UNIVERSITY BOULEVARDBEAUFORTSC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$1,000
INCARNATION CENTER ANNUAL FUND
4019 SPRING ISLANDOKATIESC29909PCAN UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$54,868TotalGrantOrContriPdDurYrAmt
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$6,898ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,320ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$295ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,513ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,513TotalIncomeProducingActyAmt

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 Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKS AND MONEY MARKET FUNDSStockNm
EOY Book Value$540,713EOYBookValueAmt
EOYFMV$1,132,746EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$10,382BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$382Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERALCategoryTxt
Amt$211Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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