BETA

COOPER CARRY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
COOPER CARRY CHARITABLE FOUNDATION INC (EIN 58-2358064)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349102842
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)
Return2021-11-15T10:41:51-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14004 SUMMIT BLVD NE SUITE 800AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30319ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582358064EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COOPER CARRY CHARITABLE FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O LEISA BEDINGFIELDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOOPBusinessNameControlTxt
Phone4042372000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1191 PEACHTREE ST NE NO 2400AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonE POPE BULLOCKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4042372000PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEPersonFirstNm
Person LastPOPE BULLOCKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN J NADEAUPreparerPersonNm
PTINP00399865PTIN
Phone7703948000PhoneNum
Preparation2021-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$299,840FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,273ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,516DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,516DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$59,163NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$78,029GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$59,163CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$69,952TotalRevAndExpnssAmt
Total Net Invst Incm$64,679TotalNetInvstIncmAmt
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$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$975AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$975AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,923OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,923OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,873TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,898TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$975TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$169,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$169,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$173,873TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,898TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$169,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$103,921ExcessRevenueOverExpensesAmt
Net Investment Income$60,781NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$120,832CashBOYAmt
Cash EOY$77,231CashEOYAmt
Cash EOYFMV$77,231CashEOYFMVAmt
Sav And Temp Cash Invst BOY$46,210SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,810SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,810SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$99,250CorporateStockBOYAmt
Corporate Stock EOY$80,385CorporateStockEOYAmt
Corporate Stock EOYFMV$217,799CorporateStockEOYFMVAmt
Other Assets BOY$55OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$266,347TotalAssetsBOYAmt
Total Assets EOY$162,426TotalAssetsEOYAmt
Total Assets EOYFMV$299,840TotalAssetsEOYFMVAmt
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$266,347RetainedEarningBOYAmt
Retained Earning EOY$162,426RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$266,347TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$162,426TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$266,347TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$162,426TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$266,347TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$103,921ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$162,426SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$162,426TotNetAstOrFundBalancesEOYAmt

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$78,029GrossSalesPriceAmt
Cost Or Other Basis$18,866CostOrOtherBasisAmt
Gain Or Loss$59,163GainOrLossAmt
Gains Minus Excess Or Losses$59,163GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$59,163CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$845InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$845SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$845TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$256EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$256TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$589TaxDueAmt

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 StateGAOrgReportOrRegisterStateCd
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 BooksLEISA BEDINGFIELDIndividualWithBooksNm
Phone4042372000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1191 PEACHTREE ST NE SUITE 2400AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30303ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
E POPE BULLOCK
1282 OAKDALE ROADATLANTAGA30307PRESIDENT0.00$0$0$0
C ROBERT NEAL
1229 ZIMMER DRIVEATLANTAGA30306VP/SEC0.00$0$0$0
BRENT AMOS
191 PEACHTREE ST NE STE 2400ATLANTAGA30303TRUSTEE0.00$0$0$0
ALEX LOPATYNSKY
191 PEACHTREE ST NE STE 2400ATLANTAGA30303TRUSTEE0.00$0$0$0
KEITH SIMMEL
571 RIDGEWATER DRMARIETTAGA30068TRUSTEE0.00$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)
Description1NONEDescription1Txt
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$121,380AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$250,099AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$371,479TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$371,479AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,572CashDeemedCharitableAmt
Net Vl Noncharitable Assets$365,907NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,295MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,295MinimumInvestmentReturnAmt
Tax Based On Investment Income$845TaxBasedOnInvestmentIncomeAmt
Total Tax$845TotalTaxAmt
Distributable Before Adj$17,450DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$17,450DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$17,450DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$169,975ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$169,975QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$169,975AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,450DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$36,973ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$38,905ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$37,913ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,860ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,326ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$224,977TotalExcessDistributionCyovAmt
Qualifying Distributions$169,975QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,450AppliedToCurrentYearAmt
Remaining Distri From Corpus$152,525RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$377,502TotalCorpusAmt
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$36,973ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$340,529ExcessDistriCyovToNextYrAmt
Excess From Year4$38,905ExcessFromYear4Amt
Excess From Year3$37,913ExcessFromYear3Amt
Excess From Year2$53,860ExcessFromYear2Amt
Excess From Year1$57,326ExcessFromYear1Amt
Excess From Current Year$152,525ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ATLANTA COMMUNITY FOOD BANK
732 JOSEPH E LOWERY BLVD NWATLANTAGA30318NONE501(C)3COMMUNITY WELL-BEING$11,000
CAPITAL AREA FOOD BANK - CANSTRUCTION
4900 PUERTO RICO AVE NEWASHINGTONDC20017NONE501(C)3COMMUNITY WELL-BEING$10,000
JUBILEE TO COLLEGE
1640 COLUMBIA ROADWASHINGTONDC20009NONE501(C)3EDUCATION$2,500
KENNESAW STATE UNIVERSITY FOUNDATION 3-MINUTE THESIS
1000 CHASTAIN ROADKENNESAWGA30144NONE501(C)3EDUCATION$3,000
WINSHIP CANCER INSTITUTE
1365 CLIFTON ROAD NEATLANTAGA30322NONE501(C)3MEDICAL$2,500
SANDY SPRINGS EDUCATIONAL FORCE
PO BOX 567683SANDY SPRINGSGA31156NONE501(C)3EDUCATIONAL$500
JONESBORO HIGH SCHOOL
7728 MT ZION BLVDJONESBOROGA30236NONE501(C)3EDUCATIONAL$2,500
GEORGIA TECH ALUMNI ASSOCIATION
190 NORTH AVENUE NWATLANTAGA30313NONE501(C)3EDUCATIONAL$500
HOUSING ALEXANDRIA
401 WYTHE STALEXANDRIAVA22314NONE501(C)3COMMUNITY WELL-BEING$1,000
ATLANTA TECHNICAL COLLEGE
1560 METROPOLITAN PKWY SWATLANTAGA30310NONE501(C)3EDUCATIONAL$1,000
THEATRICAL OUTFIT
84 LUCKIE ST NWATLANTAGA30303NONE501(C)3CIVIC & CULTURAL$2,500
TUSKEGEE UNIVERSITY
1200 W MONTGOMERY RDTUSKEGEEAL36088NONE501(C)3EDUCATIONAL$100,000
ST VINCENT DE PAUL
2050 CHAMBLEE TUCKER RDATLANTAGA30341NONE501(C)3COMMUNITY WELL-BEING$5,000
CHILDREN'S HEALTHCARE OF ATLANTA
1575 NE EXPY NEATLANTAGA30329NONE501(C)3MEDICAL$5,000
HIGHER ACHIEVEMENT
4009 FITZHUGH AVE 200RICHMONDVA23230NONE501(C)3EDUCATIONAL$5,000
FOCUS
3825 PRESIDENTIAL PKWY 103ATLANTAGA30340NONE501(C)3COMMUNITY WELL-BEING$4,000
COVENANT HOUSE
559 JOHNSON ROAD NWATLANTAGA30318NONE501(C)3MEDICAL$2,000
ARCHITECTURE FOUNDATION OF GEORGIA
50 HURT PLAZA SE SUITE 109ATLANTAGA30303NONE501(C)3EDUCATIONAL$1,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAYNEW YORKNY10006NONE501(C)3COMMUNITY WELL-BEING$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$169,000TotalGrantOrContriPdDurYrAmt
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$5,516ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$59,163ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$64,679ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,679TotalIncomeProducingActyAmt

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$1,950Amt
Net Investment Income$975NetInvestmentIncomeAmt
Disbursements Charitable Prps$975DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$80,385EOYBookValueAmt
EOYFMV$217,799EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$55BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNEUBERGER & BERMAN-INVEST.FEESCategoryTxt
Amt$2,923Amt
Net Investment Income$2,923NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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