DAVID AND CAROL O DELL FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DAVID AND CAROL O DELL FAMILY FOUNDATION (EIN 26-6606804)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-04-05
IRS object ID
202110959349100416
Schema version
2019v5.2
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)
Return2021-04-05T14:19:02-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362416552PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WERMER ROGERS DORAN & RUZON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1755 ESSINGTON ROADAddressLine1Txt
CityJOLIETCityNm
State AbbreviationILStateAbbreviationCd
ZIP604352845ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN266606804EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID & CAROL O'DELL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone8156858241PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124610 W MANOR DRIVEAddressLine1Txt
CitySHOREWOODCityNm
State AbbreviationILStateAbbreviationCd
ZIP60404ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID O'DELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8156858241PhoneNum
Signature2021-04-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY E LANCASTERPreparerPersonNm
PTINP01317875PTIN
Phone8157306250PhoneNum
Preparation2021-04-02PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$583,060FMVAssetsEOYAmt
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$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,757DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,757DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$52,792NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$173,512GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52,792CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$62,559TotalRevAndExpnssAmt
Total Net Invst Incm$62,559TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,150CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$575CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$575CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$354TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$17OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,521TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$575TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,575TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$27,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$27,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,271TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$575TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$29,325TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,288ExcessRevenueOverExpensesAmt
Net Investment Income$61,984NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,020CashBOYAmt
Cash EOY$41,622CashEOYAmt
Cash EOYFMV$41,622CashEOYFMVAmt
Sav And Temp Cash Invst BOY$66,205SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$71,476SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$126,011SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$254,496CorporateStockBOYAmt
Corporate Stock EOY$264,911CorporateStockEOYAmt
Corporate Stock EOYFMV$415,427CorporateStockEOYFMVAmt
Total Assets BOY$345,721TotalAssetsBOYAmt
Total Assets EOY$378,009TotalAssetsEOYAmt
Total Assets EOYFMV$583,060TotalAssetsEOYFMVAmt
Other Liabilities BOY$25,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$25,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$25,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$320,721NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$353,009NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$320,721TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$353,009TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$345,721TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$378,009TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$320,721TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,288ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$353,009SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$353,009TotNetAstOrFundBalancesEOYAmt

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
FIDELITYP$171,329$120,720$50,609$50,609
CAPITAL GAINS DIVIDENDSP$2,183$2,183$2,183
FieldValueIRS element (for citing)
Capital Gain Net Income$52,792CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,225AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$432,777NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.025937DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,775AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$397,941NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042154DistributionYr2Rt
Adjusted Qlfy Distri Yr3$34,105AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$370,497NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.092052DistributionYr3Rt
Adjusted Qlfy Distri Yr4$12,640AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$329,893NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038315DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,603AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$337,575NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063995DistributionYr5Rt
Total Distribution0.262453TotalDistributionRt
Average Distribution0.052491AverageDistributionRt
Net Vl Noncharitable Assets$523,773NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,493AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$620NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$28,113AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,325QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$620InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$620SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$620TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$8EsPenaltyAmt
Tax Due$628TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
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 BooksCAROL O'DELLIndividualWithBooksNm
Phone8156858241PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line124610 W MANOR DRIVEAddressLine1Txt
CitySHOREWOODCityNm
State AbbreviationILStateAbbreviationCd
ZIP60404ZIPCd
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
DAVID O'DELL
24610 MANOR DRIVESHOREWOODIL60404TRUSTEE5.00$575$0$0
CAROL O'DELL
24610 MANOR DRIVESHOREWOODIL60404TRUSTEE5.00$575$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$453,283AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,466AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$531,749TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$531,749AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,976CashDeemedCharitableAmt
Net Vl Noncharitable Assets$523,773NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,189MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,189MinimumInvestmentReturnAmt
Tax Based On Investment Income$620TaxBasedOnInvestmentIncomeAmt
Total Tax$620TotalTaxAmt
Distributable Before Adj$25,569DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,569DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,569DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,325ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$29,325QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$620PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,705AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,569DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,453ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$15,709ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$22,162TotalExcessDistributionCyovAmt
Qualifying Distributions$29,325QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,569AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,756RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$25,918TotalCorpusAmt
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$6,453ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,465ExcessDistriCyovToNextYrAmt
Excess From Year3$15,709ExcessFromYear3Amt
Excess From Current Year$3,756ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID O'DELLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CEDAR LAKE MINISTRIES
13701 LAUERMANCEDAR LAKEIN46303501(C)GENERAL PURPOSE$20,000
TRINITY CHRISTIAN SCHOOL
901 SHOREWOOD DRIVESHOREWOODIL60404501(C)GENERAL PURPOSE$250
GOD WATER
10124 NORTHCOTE COURTST JOHNIN46373501(C)GENERAL PURPOSE$5,000
SHEPARD'S COLLEGE
1805 15TH AVENUEUNION GROVEWI53182501(C)GENERAL PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$27,750TotalGrantOrContriPdDurYrAmt
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$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,757ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$52,792ExclusionAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$62,559ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,559TotalIncomeProducingActyAmt

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$1,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY INVESTMENTSStockNm
EOY Book Value$264,911EOYBookValueAmt
EOYFMV$415,427EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER COSTSDesc
Revenue And Expenses Per Books$17RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED COMPENSATIONSDesc
BOY Book Value$25,000BOYBookValueAmt
EOY Book Value$25,000EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERALCategoryTxt
Amt$354Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.