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NEW LIFE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NEW LIFE FOUNDATION (EIN 39-6728886)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349106454
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)
Return2021-11-15T13:34:25-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOLEY & LARDNER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1777 E WISCONSIN AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532025306ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396728886EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW LIFE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WILLIAM R HUGHESInCareOfNm
Business Name ControlNEWLBusinessNameControlTxt
Phone4143197362PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1FOLEY LARDNER 777 E WISCONSIN AVAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532025306ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN F CALLANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4142975751PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHN FPersonFirstNm
Person LastCALLANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN F CALLANPreparerPersonNm
PTINP00284420PTIN
Phone4142712400PhoneNum
Preparation2021-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$572,338FMVAssetsEOYAmt
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
Interest On Sav Rev And Expnss$114InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$114InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,519DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,519DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,214NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,463GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,214CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$875OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$41,722TotalRevAndExpnssAmt
Total Net Invst Incm$40,847TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$2,100LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$2,100LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$875TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$75OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,175TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,050TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$27,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,672ExcessRevenueOverExpensesAmt
Net Investment Income$40,847NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,570SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$52,491SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$52,491SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$199,796CorporateStockBOYAmt
Corporate Stock EOY$181,547CorporateStockEOYAmt
Corporate Stock EOYFMV$519,847CorporateStockEOYFMVAmt
Total Assets BOY$220,366TotalAssetsBOYAmt
Total Assets EOY$234,038TotalAssetsEOYAmt
Total Assets EOYFMV$572,338TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$64,305CapitalStockBOYAmt
Capital Stock EOY$64,305CapitalStockEOYAmt
Retained Earning BOY$156,061RetainedEarningBOYAmt
Retained Earning EOY$169,733RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$220,366TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$234,038TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$220,366TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$234,038TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$220,366TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,672ExcessRevenueOverExpensesAmt
Subtotal$234,038SubtotalAmt
Tot Net Ast Or Fund Balances EOY$234,038TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
302 SHS ISHARES S&P MIDCAP 400P2002-05-012020-12-03$25,241$7,653$17,588$17,588
187 SHS ISHARES RUSSELL 1000 VALUEP2002-05-012020-12-03$25,222$10,596$14,626$14,626
FieldValueIRS element (for citing)
Capital Gain Net Income$32,214CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$568InvestmentIncomeExciseTaxAmt
Subtotal$568SubtotalAmt
Tax Based On Investment Income$568TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$875EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$293ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,168TotalPaymentsAndCreditsAmt
Overpayment$600OverpaymentAmt
Applied To ES Tax$600AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM R HUGHESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4143197362PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1FOLEY LARDNER LLP 777 E WISCONSIAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARGARET W FRANK
1845 SE EXETER DRIVEPORTLANDOR97202TRUSTEE1.0$0$0$0
DOUGLAS F FRANK
1845 SE EXETER DRIVEPORTLANDOR97202TRUSTEE1.0$0$0$0
MICHAEL W HATCH
777 EAST WISCONSIN AVENUEMILWAUKEEWI532025306TRUSTEE1.0$0$0$0
JOHN F CALLAN
777 EAST WISCONSIN AVENUEMILWAUKEEWI532025306TRUSTEE1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$468,481AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,288AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$493,769TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$493,769AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,407CashDeemedCharitableAmt
Net Vl Noncharitable Assets$486,362NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,318MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,318MinimumInvestmentReturnAmt
Tax Based On Investment Income$568TaxBasedOnInvestmentIncomeAmt
Total Tax$568TotalTaxAmt
Distributable Before Adj$23,750DistributableBeforeAdjAmt
Distributable Before Ded$23,750DistributableBeforeDedAmt
Distributable As Adjusted$23,750DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$27,175QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,175AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,750DistributableAsAdjustedAmt
Undistributed Income PY$24,200UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$27,175QualifyingDistributionsAmt
Applied To Year1$24,200AppliedToYear1Amt
Applied To Current Year$2,975AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$20,775UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARGARET W FRANK AND DOUGLAS F FRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
COLUMBIA LAND TRUST
511 SE MORRISON STREETPORTLANDOR97214NONEPCUNRESTRICTED GRANT$1,500
MERCY CORPS
45 SW ANKENY STPORTLANDOR97204NONEPCUNRESTRICTED GRANT$1,000
JOIN INC
1201 TERMINAL WAY SUITE 104RENONV89502NONEPCUNRESTRICTED GRANT$1,000
CLACKAMAS WOMEN'S SERVICES
704 MAIN STREET SUITE 200OREGON CITYOR97045NONEPCUNRESTRICTED GRANT$2,000
OREGON PUBLIC BROADCASTING
7140 SW MACADAM AVEPORTLANDOR97219NONEPCUNRESTRICTED GRANT$2,000
CARE INC
2310 1ST STREETTILLAMOOKOR97141NONEPCUNRESTRICTED GRANT$1,000
NORTHWEST PILOT PROJECT
1430 SW BROADWAYPORTLANDOR97201NONEPCUNRESTRICTED GRANT$1,500SUITE 200
TRANSITION PROJECTS
665 NE HOYT STREETPORTLANDOR97209NONEPCUNRESTRICTED GRANT$1,500
OREGON NATURAL DESERT ASSOCIATION
50 SW BOND ST 4BENDOR97702NONEPCUNRESTRICTED GRANT$1,500
THE MEHER SPIRITUAL CENTER
10200 N KINGS HWYMYRTLE BEACHSC29572NONEPCUNRESTRICTED GRANT$9,000
WOUNDED WARRIORS FAMILY SUPPORT INC
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPCUNRESTRICTED GRANT$1,000
GARY SINISE FOUNDATION
PO BOX 368WOODLAND HILLSCA91365NONEPCUNRESTRICTED GRANT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$114ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,519ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,214ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Related Or Exempt Function Incm$875RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,847ExclusionAmt
Related Or Exempt Function Incm$875RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,722TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementTAX REFUNDRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
355 ISHARES S&P 500 STOCK$48,192$133,263
480 ISHARES S&P 400 MID CAP$36,787$110,318
413 ISHARES RUS 1000 VAL$23,401$56,469
450 ISHARES RUSSELL 2000 VALUE
INDEX FUND$22,112$59,288
598 ISHARES S&P MIDCAP 400/
BARRA VALUE INDEX FUND$15,154$51,607
1185 ISHARES S&P SMALL CAP 600
INDEX FUND$35,901$108,902

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFOLEY & LARDNER LLPCategoryTxt
Legal Fees$2,100LegalFeesAmt
Disbursements Charitable Prps$2,100DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCOMPUTER TAX RETURN PROC FEEDesc
Revenue And Expenses Per Books$75RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$75DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Desc2019 TAX OVERPAYMENT APPLIEDDesc
Revenue And Expenses Per Books$875RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2019 TAX OVERPAYMENT APPLIEDCategoryTxt
Amt$875Amt

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