BETA

ARGUILD FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ARGUILD FOUNDATION (EIN 51-6016487)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-12
IRS object ID
202101329349100820
Schema version
2020v4.0
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)
Return2021-05-12T08:23:18-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232436909PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BELFINT LYONS & SHUMAN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11011 CENTRE RD STE 310AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19805ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN516016487EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARGUILD FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARY CONNOLLY BRAUN PRESIDENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlARGUBusinessNameControlTxt
Phone3026526854PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4007AddressLine1Txt
CityGREENVILLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP198070007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY CONNOLLY BRAUNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3026526854PhoneNum
Signature2021-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastCONNOLLY BRAUNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKARLY LAUGHLIN CPAPreparerPersonNm
PTINP01225036PTIN
Phone3022250600PhoneNum
Preparation2021-03-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,479,726FMVAssetsEOYAmt
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$90InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$90InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$40,274DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,274DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,568NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$194,850GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,568CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$67,932TotalRevAndExpnssAmt
Total Net Invst Incm$67,932TotalNetInvstIncmAmt
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$3,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,278OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,278OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$424TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$168OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,970TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,278TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$71,070TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,278TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$59,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,138ExcessRevenueOverExpensesAmt
Net Investment Income$59,654NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$24,244SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,977SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,977SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,701,464CorporateStockBOYAmt
Corporate Stock EOY$1,650,213CorporateStockEOYAmt
Corporate Stock EOYFMV$2,406,463CorporateStockEOYFMVAmt
Other Investments BOY$906OtherInvestmentsBOYAmt
Other Investments EOY$286OtherInvestmentsEOYAmt
Other Investments EOYFMV$286OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,726,614TotalAssetsBOYAmt
Total Assets EOY$1,723,476TotalAssetsEOYAmt
Total Assets EOYFMV$2,479,726TotalAssetsEOYFMVAmt
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$1,726,614RetainedEarningBOYAmt
Retained Earning EOY$1,723,476RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,726,614TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,723,476TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,726,614TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,723,476TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,726,614TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,138ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,723,476SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,723,476TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GLDMN SCHS E/M EQ INSG-INSTP2019-12-232020-04-29$918$1,090-$172-$172
WELLS FARGO CORE BOND-INSTP2020-07-17$4,639$4,478$161$161
GLDMN SCHS E/M EQ INSG-INSTP2020-04-29$46,213$56,096-$9,883-$9,883
ISHARES TREASURY FLOATING RAP2018-09-262020-04-17$5,027$5,033-$6-$6
ISHARES TREASURY FLOATING RAP2018-09-262020-06-26$75,167$75,238-$71-$71
WELLS FARGO CORE BOND-INSTP2020-04-17$27,361$25,347$2,014$2,014
CAPITAL GAINS DIVIDENDSP$35,525$35,525$35,525
FieldValueIRS element (for citing)
Capital Gain Net Income$27,568CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$829InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$829SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$829TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,233EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,233TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$404OverpaymentAmt
Applied To ES Tax$404AppliedToESTaxAmt
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 StateDEOrgReportOrRegisterStateCd
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 BooksMARY C BRAUNIndividualWithBooksNm
Phone3026526854PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4007AddressLine1Txt
CityGREENVILLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP19807ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY CONNOLLY BRAUN
PO BOX 4007GREENVILLEDE198070007PRESIDENT0.00$0$0$0
WILSON JC BRAUN JR
PO BOX 4007GREENVILLEDE198070007EXECUTIVE VICE PRESIDENT0.00$0$0$0
COURTNEY C BRAUN
PO BOX 4007GREENVILLEDE198070007VICE PRESIDENT0.00$0$0$0
WILSON JC BRAUN III
PO BOX 4007GREENVILLEDE198070007VICE PRESIDENT0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION ACCEPTS APPLICATIONS IN LETTER FORMAT FROM ORGANIZATIONS OPERATED FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES AS PROVIDED FOR IN IRC SEC 501(C)(3).Description1Txt
Expenses1$0Expenses1Amt
Description2GRANT REQUESTS FOR THE FURTHERANCE OF OPERATIONAL PROGRAMS OR CAPITAL EXPENDITURES ARE REVIEWED AND ACTED UPON. DIRECT CONTRIBUTIONS DURING YEAR:Description2Txt
Expenses2$59,100Expenses2Amt

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$2,127,364AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,754AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,192,118TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,192,118AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,882CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,159,236NetVlNoncharitableAssetsAmt
Minimum Investment Return$107,962MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$107,962MinimumInvestmentReturnAmt
Tax Based On Investment Income$829TaxBasedOnInvestmentIncomeAmt
Total Tax$829TotalTaxAmt
Distributable Before Adj$107,133DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$107,133DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$107,133DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$59,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$59,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$59,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$107,133DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$2,862ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,864ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,244ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,942ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$25,912TotalExcessDistributionCyovAmt
Qualifying Distributions$59,100QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,100AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$25,912ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$25,912ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$22,121UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARY CONNOLLY BRAUNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4007AddressLine1Txt
CityGREENVILLECityNm
State AbbreviationDEStateAbbreviationCd
ZIP19807ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3026526854RecipientPhoneNum
Form And Info And MaterialsLETTER FORMAT REQUESTING A GRANT. ADDITIONAL MATERIALS AT DONEE'S OPTION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE NONESubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATIONS OPERATED FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES AS PROVIDED UNDER IRC SECTION 501 (C)(3)RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE AGAWAM COUNCIL
54 AGAWAM ROADRAYMONDME04071RECREATION PURPOSE$2,500
CHRIST CHURCH CHRISTIANA HUNDRED
505 E BUCK ROADWILMINGTONDE19807RELIGIOUS PURPOSE$6,600
THE UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALLPHILADELPHIAPA19014EDUCATIONAL PURPOSE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,100TotalGrantOrContriPdDurYrAmt
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$90ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,274ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,568ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$67,932ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,932TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKS/MUTUAL FUNDSStockNm
EOY Book Value$1,650,213EOYBookValueAmt
EOYFMV$2,406,463EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemDIVIDEND RECEIVABLECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$286BookValueAmt
EOYFMV$286EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOST OFFICE BOX FEEDesc
Revenue And Expenses Per Books$168RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMNT. FEESCategoryTxt
Amt$8,278Amt
Net Investment Income$8,278NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$424Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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