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HACKETT PHILANTHROPIES FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HACKETT PHILANTHROPIES FOUNDATION (EIN 46-4145344)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349110212
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)
Return2021-11-15T20:09:29-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232667890PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KRONICK KALADA BERDY & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 LATHROP STAddressLine1Txt
CityKINGSTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18704ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464145344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HACKETT PHILANTHROPIES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHACKBusinessNameControlTxt
Phone5709701234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 MOORGAN RIDGE CIRCLEAddressLine1Txt
CitySHAVERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18708ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER HACKETTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTOPHERPersonFirstNm
Person LastHACKETTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM R LAZOR CPAPreparerPersonNm
PTINP00227423PTIN
Phone5702832727PhoneNum
Preparation2021-11-15PreparationDt

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$2,859,646FMVAssetsEOYAmt
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$778InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$778InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$41,764DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,764DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$48,064NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,392,923GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$5,522TotalRevAndExpnssAmt
Total Net Invst Incm$42,542TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$22,730OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$22,730OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$569TaxesRevAndExpnssAmt
Taxes Net Invst Incm$569TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,299TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,299TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$122,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$122,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$145,799TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,299TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$122,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$151,321ExcessRevenueOverExpensesAmt
Net Investment Income$19,243NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$57,334CashBOYAmt
Cash EOY$111,461CashEOYAmt
Cash EOYFMV$111,461CashEOYFMVAmt
Corporate Stock BOY$2,515,154CorporateStockBOYAmt
Corporate Stock EOY$2,309,706CorporateStockEOYAmt
Corporate Stock EOYFMV$2,748,185CorporateStockEOYFMVAmt
Other Assets BOY$30,600OtherAssetsBOYAmt
Other Assets EOY$30,600OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,603,088TotalAssetsBOYAmt
Total Assets EOY$2,451,767TotalAssetsEOYAmt
Total Assets EOYFMV$2,859,646TotalAssetsEOYFMVAmt
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$2,603,088RetainedEarningBOYAmt
Retained Earning EOY$2,451,767RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,603,088TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,451,767TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,603,088TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,451,767TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,603,088TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$151,321ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,451,767SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,451,767TotNetAstOrFundBalancesEOYAmt

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
FIDELITY - 795107P2020-03-172020-11-03$773,293$686,361$86,932$86,932
FIDELITY - 795107P2020-03-172020-09-24$212,782$235,496-$22,714-$22,714
FIDELITY - 795107P2018-06-212020-11-03$2,393$3,157-$764-$764
FIDELITY - 795107P2016-02-252020-11-03$944,251$1,058,999-$114,748-$114,748
FIDELITY - 795108P2020-04-072020-07-29$20,500$19,560$940$940
FIDELITY - 795108P2014-01-312020-03-30$439,165$437,414$1,751$1,751
CAPITAL GAINS DIVIDENDSP$539$539$539
FieldValueIRS element (for citing)
Capital Gain Net Income-$48,064CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$267InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$267SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$267TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,260EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,260TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,993OverpaymentAmt
Applied To ES Tax$5,993AppliedToESTaxAmt
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 BooksCHRISTOPHER HACKETTIndividualWithBooksNm
Phone5709701234PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11220 MOORGAN RIDGE CIRCLEAddressLine1Txt
CitySHAVERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18708ZIPCd
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

FieldValueIRS element (for citing)
PersonCHRISTOPHER HACKETTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11220 MOORGAN RIDGEAddressLine1Txt
CitySHAVERTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18708ZIPCd
FieldValueIRS element (for citing)
TitlePRES/ DIR/ SEC/ TREASTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$2,680,896AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$84,399AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,765,295TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,765,295AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,479CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,723,816NetVlNoncharitableAssetsAmt
Minimum Investment Return$136,191MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$136,191MinimumInvestmentReturnAmt
Tax Based On Investment Income$267TaxBasedOnInvestmentIncomeAmt
Total Tax$267TotalTaxAmt
Distributable Before Adj$135,924DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$135,924DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$135,924DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$122,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$122,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$122,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135,924DistributableAsAdjustedAmt
Undistributed Income PY$3,153UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$122,500QualifyingDistributionsAmt
Applied To Year1$3,153AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$119,347AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$16,577UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

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
CASA OF LUZERNE COUNTY
667 S RIVER STREETWILKESBARREPA18705NONEPUBLICGENERAL FUND$10,000
GEISINGER FOUNDATION
100 N ACADEMY AVEDANVILLEPA17821NONEPUBLICGENERAL FUND$50,000
LUZERNE FOUNDATION
140 MAIN STREET FL 2LUZERNEPA18709NONEPUBLICGENERAL FUND$250
MATERNAL & FAMILY HEALTH SERVICES
15 PUBLIC SQUARE STE 600WILKESBARREPA18701NONEPUBLICUNRESTRICTED$15,500
NATIONAL ABILITY CENTER
1000 ABILITY WAYPARK CITYUT84060NONEPUBLICUNRESTRICTED$5,000
NE SIGHT SVC
1825 WYOMING AVENUEEXETERPA18643NONEPUBLICUNRESTRICTED$2,500
NORTH BRANCH LAND TRUST
11 CARVERTON ROADTRUCKSVILLEPA18708NONEPUBLICUNRESTRICTED$5,000
UNITED WAY
100 N PENNSYLVANIA AVEWILKESBARREPA18701NONEPUBLICGENERAL FUND$10,000
WILMINGTON TRUST SP SVCS INC
1 RODNEY SQUAREWILKMINGSTONDE19803NONEPUBLICUNRESTRICTED$500
WYOMING SEM
201 N SPRAGUE AVEKINGSTONPA18704NONEPUBLICUNRESTRICTED$10,000
AMERICAN HEART ASSOCIATION
613 BALTIMORE DR STE 3WILKES BARREPA18702NONEPUBLICUNRESTRICTED$2,500
BOYS SCOUTS OF AMERICA
1 BOB MELLOW DRMOOSICPA18507NONEPUBLICUNRESTRICTED$250
IMMANUEL CHRISTIAN SCHOOL
725 N LOCUST STHAZLETONPA18201NONEPUBLICUNRESTRICTED$1,500
BLUE CHIP FANS REFUGE
974 LOCKVILLE RDDALLASPA18612NONEPUBLICUNRESTRICTED$250
FEEDING WESTCHESTER
313 CENTRAL PARK AVENUESCARSDALENY10583NONEPUBLICUNRESTRICTED$250
PATRIOTS COVE
4298 STATE ROUTE 29 SNOXENPA18636NONEPUBLICUNRESTRICTED$1,000
THE JUMP START CART
BEAR CREEK VILLAGEBEAR CREEK VILLAGEPA18602NONEPUBLICUNRESTRICTED$2,000
WILKES BARRE FAM YMCA
40 W NORTHAMPTON STWILKES BARREPA18701NONEPUBLICUNRESTRICTED$1,000
SICF
PO BOX 1772MARIONIL62959NONEPUBLICUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$122,500TotalGrantOrContriPdDurYrAmt
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$778ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,764ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$48,064ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$5,522ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$5,522TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,309,706EOYBookValueAmt
EOYFMV$2,748,185EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE TO/FROM BROKERDesc
BOY Book Value$30,600BOYBookValueAmt
EOY Book Value$30,600EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$22,730Amt
Net Investment Income$22,730NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$569Amt
Net Investment Income$569NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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