LAWRENCE AND CAROL POLLOCK FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LAWRENCE AND CAROL POLLOCK FAMILY FOUNDATION (EIN 23-3023932)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-04-07
IRS object ID
202130979349100218
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)
Return2021-04-07T13:35:22-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11601 MARKET STREET 4TH FLOORAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN233023932EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LAWRENCE AND CAROL POLLOCKBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLAWRBusinessNameControlTxt
Phone4842702500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12317 HOLLY LANEAddressLine1Txt
CityLAFAYETTE HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP194442237ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACQUELINE P KANEPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone4842702500PhoneNum
Signature2021-03-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY S WINKLEMANPreparerPersonNm
PTINP00191458PTIN
Phone2152972100PhoneNum
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$700,321FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,722DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,722DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$158,218NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$261,075GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$158,218CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$169,940TotalRevAndExpnssAmt
Total Net Invst Incm$169,940TotalNetInvstIncmAmt
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$2,369AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,369AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$213TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,757TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,544TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,257TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,544TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$127,683ExcessRevenueOverExpensesAmt
Net Investment Income$167,396NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,356CashBOYAmt
Cash EOY$6,875CashEOYAmt
Cash EOYFMV$6,875CashEOYFMVAmt
Corporate Stock BOY$250,076CorporateStockBOYAmt
Corporate Stock EOY$382,240CorporateStockEOYAmt
Corporate Stock EOYFMV$693,446CorporateStockEOYFMVAmt
Total Assets BOY$261,432TotalAssetsBOYAmt
Total Assets EOY$389,115TotalAssetsEOYAmt
Total Assets EOYFMV$700,321TotalAssetsEOYFMVAmt
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$261,432RetainedEarningBOYAmt
Retained Earning EOY$389,115RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$261,432TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$389,115TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$261,432TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$389,115TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$261,432TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$127,683ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$389,115SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$389,115TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
665 SHARES DUNKIN BRANDS GROUP, INC2014-08-192020-06-04$44,385$29,960$14,425$14,425
789 SHARES OF PEPSICO, INC2005-11-012020-06-04$103,112$46,495$56,617$56,617
930 SHARES OF WALT DISNEY CO HLDG CO1999-12-212020-06-04$113,578$26,402$87,176$87,176
FieldValueIRS element (for citing)
Capital Gain Net Income$158,218CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$28,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$643,968NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044257DistributionYr1Rt
Adjusted Qlfy Distri Yr2$27,873AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$567,896NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049081DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,081AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$561,857NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042860DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,191AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$543,243NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057416DistributionYr4Rt
Adjusted Qlfy Distri Yr5$24,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$576,487NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041631DistributionYr5Rt
Total Distribution0.235245TotalDistributionRt
Average Distribution0.047049AverageDistributionRt
Net Vl Noncharitable Assets$633,244NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,793AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,674NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,467AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$39,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,674InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,674SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,674TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$5EsPenaltyAmt
Tax Due$1,679TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
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 BooksJACQUELINE P KANEIndividualWithBooksNm
Phone6108255993PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12317 HOLLY LANEAddressLine1Txt
CityLAFAYETTE HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19444ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID A POLLOCK
C/O PEPPER HAMILTON LLP 3000 TWOLOGAN SQUAREPHILADELPHIAPA191032799VICE-PRESIDENT/DIRECTOR0.00$0$0$0
DEBORAH L POLLOCK
C/O PEPPER HAMILTON LLP 3000 TWOLOGAN SQUAREPHILADELPHIAPA191032799VICE-PRESIDENT/DIRECTOR0.00$0$0$0
JACQUELINE S POLLOCK KANE
C/O PEPPER HAMILTON LLP 3000 TWOLOGAN SQUAREPHILADELPHIAPA191032799SECRETARY/TREASURER0.00$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$618,394AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,493AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$642,887TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$642,887AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,643CashDeemedCharitableAmt
Net Vl Noncharitable Assets$633,244NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,662MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,662MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,674TaxBasedOnInvestmentIncomeAmt
Total Tax$1,674TotalTaxAmt
Distributable Before Adj$29,988DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,988DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,988DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$39,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,674PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$37,826AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,988DistributableAsAdjustedAmt
Undistributed Income PY$31,460UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$39,500QualifyingDistributionsAmt
Applied To Year1$31,460AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,040AppliedToCurrentYearAmt
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$21,948UndistributedIncomeCYAmt
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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
100 N 17TH STPHILADELPHIAPA19103NONEPUBLIC CHARITYUNRESTRICTED CONTRIB TO CHARITY (COMMUNITY)$2,000
AVODAH THE JEWISH SVC CORPS
45 WEST 36TH STREET 8TH FLOORNEW YORKNY10018NONEPUBLIC CHARITYUNRESTRICTED CONTRIB TO CHARITY (COMMUNITY)$2,000
CONGREGATION OR AMI
708 RIDGE PIKELAFAYETTE HILLPA19444NONEPUBLIC CHARITYUNRESTRICTED CONTRIB TO CHARITY (COMMUNITY)$3,000
KLEIN LIFE
10100 JAMISON AVENUEPHILADELPHIAPA19116NONEPUBLIC CHARITYUNRESTRICTED CONTRIB TO CHARITY (COMMUNITY)$3,000
PHMC INTEGRATED
1500 MARKET STREETPHILADELPHIAPA19102NONEPUBLIC CHARITYUNRESTRICTED CONTRIB TO CHARITY (COMMUNITY)$3,000
JAFCO FAMILY MATTERS
3 BALA PLAZA SUITE 104BALA CYNWYDPA19004NONEPUBLIC CHARITYUNRESTRICTED CONTRIB TO CHARITY (COMMUNITY)$2,000
TEAM RED WHITE AND BLUE
110 W PLATT STTAMPAFL33606NONEPUBLIC CHARITYUNRESTRICTED CONTRIB TO CHARITY (COMMUNITY)$3,000
GREATER WASHINGTON COMMUNITY FOUNDATION
1325 G ST NW 480WASHINGTONDC20005NONEPUBLIC CHARITYUNRESTRICTED CONTRIB TO CHARITY (COMMUNITY)$10,000
ADAT SHALOM RECONSTRUCTIONIST CONGREGATION
7727 PERSIMMON TREE LNBETHESDAMD20817NONEPUBLIC CHARITYUNRESTRICTED CONTRIB TO CHARITY (COMMUNITY)$1,500
FRIENDS OF THE P S ANIMAL SHELTER
4575 E MESQUITE AVEPALM SPRINGSCA92264NONEPUBLIC CHARITYUNRESTRICTED CONTRIB TO CHARITY (COMMUNITY)$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,500TotalGrantOrContriPdDurYrAmt
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$11,722ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$158,218RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,722ExclusionAmt
Related Or Exempt Function Incm$158,218RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$169,940TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementGAIN FROM SALE OF SECURITIESRelationshipStatementTxt

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$2,369Amt
Net Investment Income$2,369NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WALT DISNEY$26,459$137,945
PEPSICO$46,436$113,653
STARBUCKS$57,090$144,089
JOHNSON & JOHNSON$17,234$17,362
MICROSOFT$46,722$53,518
AMAZON$47,766$60,193
VANGUARD RUSSELL 2000$47,186$58,552
VANGUARD MID CAP ETF$46,823$54,912
VANGUARD INDEX FDS S&P 500 ETF$46,524$53,222

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$175RevenueAndExpensesPerBooksAmt
Net Investment Income$175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$213Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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