JOHN SAGE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JOHN SAGE FOUNDATION (EIN 01-0469155)
Tax period
2020-08-01 to 2021-07-31
Filed
2021-10-08
IRS object ID
202102819349100800
Schema version
2020v4.1
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)
Return2021-10-08T07:42:44-05:00ReturnTs
Tax Period End2021-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010448006PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALBIN RANDALL & BENNETTBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 445 130 MIDDLE STREETAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationMEStateAbbreviationCd
ZIP041120445ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010469155EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN SAGE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone2077223543PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1538 MALBONS MILLS ROADAddressLine1Txt
CitySKOWHEGANCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04976ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES P HASTINGS JRPersonNm
Person TitleCORP OFFICERPersonTitleTxt
Phone2077223543PhoneNum
Signature2021-09-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastHASTINGS JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL P DOIRONPreparerPersonNm
PTINP01206204PTIN
Phone2077721981PhoneNum
Preparation2021-09-29PreparationDt

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$1,729,707FMVAssetsEOYAmt
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$16,011DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,011DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$140,897NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$468,011GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$140,897CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$156,908TotalRevAndExpnssAmt
Total Net Invst Incm$156,908TotalNetInvstIncmAmt
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$1,245AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$623AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$623AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,625OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,625OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$599OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$212OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$386OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,469TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,460TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,009TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$71,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$71,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,469TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,460TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,009TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$79,439ExcessRevenueOverExpensesAmt
Net Investment Income$151,448NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$112,353SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$82,001SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$82,001SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$862,880CorporateStockBOYAmt
Corporate Stock EOY$972,671CorporateStockEOYAmt
Corporate Stock EOYFMV$1,647,706CorporateStockEOYFMVAmt
Total Assets BOY$975,233TotalAssetsBOYAmt
Total Assets EOY$1,054,672TotalAssetsEOYAmt
Total Assets EOYFMV$1,729,707TotalAssetsEOYFMVAmt
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$975,233RetainedEarningBOYAmt
Retained Earning EOY$1,054,672RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$975,233TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,054,672TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$975,233TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,054,672TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$975,233TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$79,439ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,054,672SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,054,672TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$233,779$213,905$19,874$19,874
PUBLICLY TRADED SECURITIESP$223,485$113,209$110,276$110,276
PUBLICLY TRADED SECURITIESP$1,656$1,656$1,656
PUBLICLY TRADED SECURITIESP$9,091$9,091$9,091
FieldValueIRS element (for citing)
Capital Gain Net Income$140,897CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,105InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,105SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,105TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$838EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$838TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Tax Due$1,268TaxDueAmt

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 StateMEOrgReportOrRegisterStateCd
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 AddressWWW.JOHNSAGEFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksJAMES P HASTINGS JRIndividualWithBooksNm
Phone2074743949PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1538 MALBONS MILLS ROADAddressLine1Txt
CitySKOWHEGANCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04976ZIPCd
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 (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
CORRILLA D HASTINGS
538 MALBONS MILLS ROADSKOWHEGANME04976PRESIDENT1.00$0$0$0
JAMES P HASTINGS JR
538 MALBONS MILLS ROADSKOWHEGANME04976TREASURER1.00$0$0$0
DONALD A BRACKETT
630 OLD COUNTY ROADKNOXME04986SECRETARY1.00$0$0$0
THOMAS M PIERCE
C/O HM PAYSON CO 1 PORTLAND SQUAREPORTLANDME04112DIRECTOR1.00$0$0$0PO BOX 31
MARTHA BOLSTER
44 GARDNER STREETPORTSMOUTHNH03801DIRECTOR1.00$0$0$0
CAROLINE NORDEN
23 BOWDEN LANEFREEPORTME04032DIRECTOR1.00$0$0$0
ERIN LLOYD
76 CENTRAL STREETHALLOWELLME04347VICE PRESIDENT1.00$0$0$0
IAN JAMES BRACKETT
630 OLD COUNTY ROADKNOXME04986DIRECTOR1.00$0$0$0
RURIK J BRACKETT
630 OLD COUNTY ROADKNOXME04976DIRECTOR1.00$0$0$0
KIM CHAVEZ
630 OLD COUNTY ROADKNOXME04986DIRECTOR1.00$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$1,469,272AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,797AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,560,069TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,560,069AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,401CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,536,668NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,833MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,833MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,105TaxBasedOnInvestmentIncomeAmt
Total Tax$2,105TotalTaxAmt
Distributable Before Adj$74,728DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$74,728DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$74,728DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,009ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,009QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$72,009AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$74,728DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$9,565ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,303ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,868TotalExcessDistributionCyovAmt
Qualifying Distributions$72,009QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$72,009AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,719ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,719ExcessDistributionCyovAppCYAmt
Total Corpus$18,149TotalCorpusAmt
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$18,149ExcessDistriCyovToNextYrAmt
Excess From Year2$6,846ExcessFromYear2Amt
Excess From Year1$11,303ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCORRILLA D HASTINGSContributingManagerNm
Contributing ManagerJAMES P HASTINGS JRContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDONALD A BRACKETTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1630 OLD COUNTY ROADAddressLine1Txt
CityKNOXCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04986ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2077223543RecipientPhoneNum
Recipient Email AddressDBRACKETT353@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsREFER TO WWW.JOHNSAGEFOUNDATION.ORG/APPLICATION-FORM.HTMLFormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 31SubmissionDeadlinesTxt
Restrictions On AwardsREFER TO WWW.JOHNSAGEFOUNDATION.ORG/GRANT-GUIDELINES.HTMLRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLAGASH WILDERNESS WATERWAY FOUNDATION
PO BOX 1141BANGORME04402PCENVIRONMENTAL RESEARCH INVENTORY AND MONITORING$5,000
COBSCOOK COMMUNITY LEARNING CENTER
10 COMMISSARY POINT ROADLUBECME04652PCWATER QUALITY TESTING$6,500
FOREST SOCIETY OF MAINE
115 FRANKLIN ST 3BANGORME04401PCLAND ACQUISITION$7,500
FRIENDS OF BAXTER STATE PARK
137 HIGH STREET SUITE 4BELFASTME04915PCBAXTER YOUTH CONSERVATION CORP$4,000
GREATER LOVELL LAND TRUST
208 MAIN STREETLOVELLME04051PCLAND ACQUISITION$5,000
MAINE COUNCIL OF THE ATLANTIC SALMON FEDERATION
50 CUTLER ROADEAST MACHIASME04630PCENVIRONMENTAL EDUCATION$3,500
MAINE MASTER NATURALIST PROGRAM
153 HOSPITAL STREETAUGUSTAME04330PCENVIRONMENTAL EDUCATION$3,000
MAINE RIVERS
162 MAIN STREETYARMOUTHME04096PCENVIRONMENTAL RESEARCH DAM ASSESSMENT$4,750
MAINE TREE FOUNDATION
535 CIVIC CENTER DRAUGUSTAME04330PCENVIRONMENTAL RESEARCH$3,000
MARINE MAMMALS OF MAINE
PO BOX 751BATHME04530PCWILDLIFE REHABILITATION$7,750
NATURE LINKS MAINE
515 FALLS BRIDGE ROADBLUE HILLME04614PCENVIRONMENTAL EDUCATION$1,000
NORTHEAST WILDERNESS TRUST
17 STATE STREET STE 302MONTPELIERVT05602PCLAND ACQUISITION$5,000
SACO VALLEY LAND TRUST
111 MAIN STREETCONWAYNH03818PCLAND ACQUISITION$5,000
SOUTHERN MAINE CONSERVATION COLLABORATIVE
217 COMMERCIAL STREET STE 302PORTLANDME04101PCENVIRONMENTAL RESEARCH$2,500
THREE RIVERS LAND TRUST
PO BOX 295ALFREDME04002PCLAND ACQUISITION$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$71,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,011ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$140,897ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$156,908ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$156,908TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4NOT APPLICABLE
8NOT APPLICABLE

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,245Amt
Net Investment Income$623NetInvestmentIncomeAmt
Disbursements Charitable Prps$623DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED EQUITY SECURITIESStockNm
EOY Book Value$972,671EOYBookValueAmt
EOYFMV$1,647,706EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEBSITE$174$0$174
ASSOCIATION DUES$425$212$212

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,625Amt
Net Investment Income$4,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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