BETA

DUIM FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DUIM FAMILY FOUNDATION (EIN 91-1872763)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-15
IRS object ID
202031369349101308
Schema version
2019v5.1
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)
Return2020-05-15T13:04:06-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DON S ARCHIABLE CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11769 271st Ave SEAddressLine1Txt
CitySammamishCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98075ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911872763EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Duim Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDUIMBusinessNameControlTxt
Phone4256876972PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13410 NE Harrison StAddressLine1Txt
CityIssaquahCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98029ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGary T DuimPersonNm
Person TitleDirectorPersonTitleTxt
Phone4256876972PhoneNum
Signature2020-04-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDon S ArchiablePreparerPersonNm
PTINP01030893PTIN
Phone8882797818PhoneNum
Self EmployedYes (X)SelfEmployedInd
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$2,165,695FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$56,662ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$50,881DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,881DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$102,827NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$602,952GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$102,827CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$210,370TotalRevAndExpnssAmt
Total Net Invst Incm$153,708TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,884OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,984OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,441TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,325TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,984TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$130,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$130,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$138,325TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,984TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$130,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$72,045ExcessRevenueOverExpensesAmt
Net Investment Income$147,724NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$95,720CashBOYAmt
Cash EOY$161,344CashEOYAmt
Cash EOYFMV$161,344CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,848,204OtherInvestmentsBOYAmt
Other Investments EOY$1,854,625OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,004,351OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,943,924TotalAssetsBOYAmt
Total Assets EOY$2,015,969TotalAssetsEOYAmt
Total Assets EOYFMV$2,165,695TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,943,924RetainedEarningBOYAmt
Retained Earning EOY$2,015,969RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,943,924TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,015,969TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,943,924TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,015,969TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,943,924TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$72,045ExcessRevenueOverExpensesAmt
Subtotal$2,015,969SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,015,969TotNetAstOrFundBalancesEOYAmt

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$602,952GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$500,125CostOrOtherBasisAmt
Gain Or Loss$102,827GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$102,827GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$102,827CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$175,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,089,321NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.083759DistributionYr1Rt
Adjusted Qlfy Distri Yr2$173,875AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,094,520NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.083014DistributionYr2Rt
Adjusted Qlfy Distri Yr3$176,451AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,966,525NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.089727DistributionYr3Rt
Adjusted Qlfy Distri Yr4$210,345AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,024,455NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.103902DistributionYr4Rt
Adjusted Qlfy Distri Yr5$182,793AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,141,210NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.085369DistributionYr5Rt
Total Distribution0.445771TotalDistributionRt
Average Distribution0.089154AverageDistributionRt
Net Vl Noncharitable Assets$2,152,436NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$191,898AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,477NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$193,375AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,954InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,954SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,954TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$50EsPenaltyAmt
Tax Due$3,004TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateWAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksGary T DuimIndividualWithBooksNm
Phone4256876972PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13410 NE Harrison StAddressLine1Txt
CityIssaquahCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98029ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Gary T Duim
3410 NE Harrison StIssaquahWA98029President4.00$0$0$0
Linda K Duim
3410 NE Harrison StIssaquahWA98029Vice President0.00$0$0$0
Douglas A Duim
3410 NE Harrison StIssaquahWA98029Secretary/Trasurer0.00$0$0$0
Rae Ann Duim
3410 NE Harrison StIssaquahWA98029Director0.00$0$0$0
Deanna K Duim
3410 NE Harrison StIssaquahWA98029Director0.00$0$0$0
Duane M Duim
3410 NE Harrison StIssaquahWA98029Director0.00$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,040,961AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$144,253AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,185,214TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,185,214AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,778CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,152,436NetVlNoncharitableAssetsAmt
Minimum Investment Return$107,622MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$107,622MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,954TaxBasedOnInvestmentIncomeAmt
Total Tax$2,954TotalTaxAmt
Distributable Before Adj$104,668DistributableBeforeAdjAmt
Distributable Before Ded$104,668DistributableBeforeDedAmt
Distributable As Adjusted$104,668DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$130,000ExpensesAndContributionsAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$130,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,668DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$78,078ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$110,222ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$80,723ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$73,399ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$175,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$517,422TotalExcessDistributionCyovAmt
Qualifying Distributions$130,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$130,000RemainingDistriFromCorpusAmt
Total Corpus$647,422TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$104,668UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$78,078ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$569,344ExcessDistriCyovToNextYrAmt
Excess From Year4$110,222ExcessFromYear4Amt
Excess From Year3$80,723ExcessFromYear3Amt
Excess From Year2$73,399ExcessFromYear2Amt
Excess From Year1$175,000ExcessFromYear1Amt
Excess From Current Year$130,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGary T DuimContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
International Justice Mission
PO Box 96961WashingtonDC20090N/ARelief$10,000
Adventure Soccer
PO Box 1582SnohomishWA98291N/ADisadvantaged Youth$1,500
Christian Radio for Russia
PO Box 428JamestownNY14701N/ARelief$60,000
Medical Teams International
PO Box 10PortlandOR97207N/ARelief$25,000
Olive Crest
2500 116th Ave NEBellevueWA98004N/ARelief$20,500
Alaska Christian College
35109 Royal PlSoldontaAK99669N/AEducational Institution$5,000
Acres of Diamonds
26326 NE Kennedy DrDuvallWA98019N/ADisadvantaged Housing$7,000
World Vision
34834 Weyerhaeuser Way SouthFederal WayWA98001N/ARelief$500
University of Presbyterian Church
4540 15th Ave NESeattleWA98105N/AEducational Institution$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$130,000TotalGrantOrContriPdDurYrAmt
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$50,881ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$102,827ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$153,708ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$153,708TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDuim Charitable Lead TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13410 NE Harrison StAddressLine1Txt
CityIssaquahCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98029ZIPCd
FieldValueIRS element (for citing)
Total Contributions$56,662TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetMutual Fund SecuritiesAssetDesc
Gross Sales Price$602,952GrossSalesPriceAmt
Basis$500,125BasisAmt
Total Net$102,827TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMutual FundsCategoryOrItemTxt
Book Value$1,854,625BookValueAmt
EOYFMV$2,004,351EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Paracle Advisors Investment Management$5,984$5,984
Don S. Archiable, CPA Tax Preparation$900

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome TaxesCategoryTxt
Amt$1,441Amt

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