BETA

PAYNE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PAYNE FAMILY FOUNDATION (EIN 06-1475247)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-26
IRS object ID
202122389349100412
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)
Return2021-08-26T13:37:21-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 CHURCH STREET 12TH FLOORAddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061475247EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAYNE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAYNBusinessNameControlTxt
Phone6035267579PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 356AddressLine1Txt
CityELKINSCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03233ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID B PAYNEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6035267579PhoneNum
Signature2021-07-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastPAYNEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLISA CANTONEPreparerPersonNm
PTINP00237696PTIN
Phone9592007000PhoneNum
Preparation2021-07-06PreparationDt

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$2,056,042FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,125ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$21,487DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,487DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$77,829NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$121,259GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77,829CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$102,441TotalRevAndExpnssAmt
Total Net Invst Incm$99,316TotalNetInvstIncmAmt
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$3,125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,563AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,562AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$267TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,392TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,563TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,562TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$92,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$92,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$95,992TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,563TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$94,162TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,449ExcessRevenueOverExpensesAmt
Net Investment Income$97,753NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,544SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,054SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,054SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$333,272CorporateStockBOYAmt
Corporate Stock EOY$325,211CorporateStockEOYAmt
Corporate Stock EOYFMV$2,034,988CorporateStockEOYFMVAmt
Total Assets BOY$339,816TotalAssetsBOYAmt
Total Assets EOY$346,265TotalAssetsEOYAmt
Total Assets EOYFMV$2,056,042TotalAssetsEOYFMVAmt
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$339,816RetainedEarningBOYAmt
Retained Earning EOY$346,265RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$339,816TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$346,265TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$339,816TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$346,265TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$339,816TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,449ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$346,265SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$346,265TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$121,259GrossSalesPriceAmt
Cost Or Other Basis$43,430CostOrOtherBasisAmt
Gain Or Loss$77,829GainOrLossAmt
Gains Minus Excess Or Losses$77,829GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$77,829CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,359InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,359SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,359TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$640EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$640TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$719TaxDueAmt

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 StateCTOrgReportOrRegisterStateCd
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 Line1DAVID B PAYNEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6035267579PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 356AddressLine1Txt
CityELKINSCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03233ZIPCd
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
BEVERLY PAYNE
PO BOX 356ELKINSNH03233TRUSTEE1.00$0$0$0
DAVID B PAYNE
PO BOX 356ELKINSNH03233TRUSTEE1.00$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$1,823,799AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,799AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,837,598TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,837,598AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,564CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,810,034NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,502MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,502MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,359TaxBasedOnInvestmentIncomeAmt
Total Tax$1,359TotalTaxAmt
Distributable Before Adj$89,143DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$89,143DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$89,143DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,162ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,162QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$94,162AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,143DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,059ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,047ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,739ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,046ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,184ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$45,075TotalExcessDistributionCyovAmt
Qualifying Distributions$94,162QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$89,143AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,019RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$50,094TotalCorpusAmt
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$13,059ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,035ExcessDistriCyovToNextYrAmt
Excess From Year4$11,047ExcessFromYear4Amt
Excess From Year3$3,739ExcessFromYear3Amt
Excess From Year2$4,046ExcessFromYear2Amt
Excess From Year1$13,184ExcessFromYear1Amt
Excess From Current Year$5,019ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBEVERLY PAYNEContributingManagerNm
Contributing ManagerDAVID B PAYNEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALOHA FOUNDATION
2968 LAKE MOREY ROADFAIRLEEVT05045NONEPCCHARITY$1,500
APPALACHIAN MOUNTAIN CLUB ANNUAL FUND
5 JOY STREETBOSTONMA02108NONEPCCHARITY$2,000
ATTENTION HOMES
1443 SPRUCE STREETBOULDERCO80302NONEPCCHARITY$500
AUSBON SARGENT & MESSA FUND
71 PLEASANT STREETNEW LONDONNH03257NONEPCCHARITY$10,000
AUSBON SARGENT LAND PRESERVATION TRUST
71 PLEASANT STREETNEW LONDONNH03257NONEPCCHARITY$1,500
BEAVER ANNUAL FUND
PO BOX 356ELKINSNH03233NONEPCCHARITY$1,000
BOULDER SHELTER FOR THE HOMELESS
4869 BROADWAY STBOULDERCO80304NONEPCCHARITY$1,000
COLBY-SAWYER COLLEGE
541 MAIN STREETNEW LONDONNH03257NONEPCCHARITY$10,000
EMERGENCY FAMILY ASSISTANCE
1575 YARMOUTH AVEBOULDERCO80304NONEPCCHARITY$250
FRIENDS OF STOWE FREE LIBRARY
90 POND STREETSTOWEVT05672NONEPCCHARITY$100
FRIENDS OF THE TANG SKIDMOR
815 NORTH BROADWAYSARATOGA SPRINGSNY12866NONEPCCHARITY$1,000
KEARSARGE COUNCIL ON AGING
37 PLEASANT STREETNEW LONDONNH03257NONEPCCHARITY$5,000
LAKE SUNAPEE VNA
PO BOX 2209NEW LONDONNH03257NONEPCCHARITY$1,000
LOVELANE SPECIAL NEEDS HORSEBACK RIDING PROGRAM
40 BAKER BRIDGE ROADLINCOLNMA01773NONEPCCHARITY$1,000
MIDDLEBURY COLLEGE ANNUAL FUND
5 COURT STREETMIDDLEBURYVT05753NONEPCCHARITY$500
NEW LONDON NH HOSPITAL
273 COUNTY ROADNEW LONDONNH03257NONEPCCHARITY$10,000
NOLS
PO BOX 356ELKINSNH03233NONEPCCHARITY$500
SKIDMORE COLLEGE
815 NORTH BROADWAYSARATOGA SPRINGSNY12866NONEPCCHARITY$43,000
STOWE LAND TRUST
6 SUNSET STREETSTOWEVT05672NONEPCCHARITY$800
STOWE TRAILS PARTNERSHIP
51 MAIN STREETSTOWEVT05672NONEPCCHARITY$500
THORNE NATURE EXPERIENCE
1466 N 63RD STREETBOULDERCO80303NONEPCCHARITY$250
VINS NATURE CENTER
149 NATURES WAYQUECHEEVT05059NONEPCCHARITY$1,000
VT BIKE ASSN
PO BOX 2055SOUTH BURLINGTONVT05407NONEPCCHARITY$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$92,600TotalGrantOrContriPdDurYrAmt
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$21,487ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$77,829ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$99,316ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,316TotalIncomeProducingActyAmt

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$3,125Amt
Net Investment Income$1,563NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,562DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS-CORPORATE STOCKStockNm
EOY Book Value$325,211EOYBookValueAmt
EOYFMV$2,034,988EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$267Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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