BETA

CLARA FRESHOUR NELSON FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CLARA FRESHOUR NELSON FOUNDATION (EIN 74-6436452)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-31
IRS object ID
202002449349101015
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)
Return2020-08-31T18:54:52-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134255527PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALVETTI FERGUSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 W NOTTINGHAM DRIVE SUITE 100AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746436452EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARA FRESHOUR NELSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt
Phone2105767001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13439 HUNTERS RUN STAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELEN E NELSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2105767001PhoneNum
Signature2020-08-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R OLIVER JR CPAPreparerPersonNm
PTINP00120743PTIN
Phone2105363200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.88.155.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-31IPDt
IP Tm17:52:40IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC51D3822554437658A47AA4672AEA886D09B6D87AtSubmissionCreationDeviceId
At Submission Filing Device IdC51D3822554437658A47AA4672AEA886D09B6D87AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,239,322FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$187,026DividendsRevAndExpnssAmt
Dividends Net Invst Incm$187,026DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$187,026TotalRevAndExpnssAmt
Total Net Invst Incm$187,026TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$41,799CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,450CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$31,349CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,045LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,045LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,045AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,045AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,977OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,977OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,344TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,330TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$86,210TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,847TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,349TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$240,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$240,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$326,460TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,847TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$271,599TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$139,434ExcessRevenueOverExpensesAmt
Net Investment Income$137,179NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$62,171SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$103,498SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$103,498SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,463,452CorporateStockBOYAmt
Corporate Stock EOY$6,499,469CorporateStockEOYAmt
Corporate Stock EOYFMV$7,131,144CorporateStockEOYFMVAmt
Other Assets BOY$2,182OtherAssetsBOYAmt
Other Assets EOY$4,680OtherAssetsEOYAmt
Other Assets EOYFMV$4,680OtherAssetsEOYFMVAmt
Total Assets BOY$6,527,806TotalAssetsBOYAmt
Total Assets EOY$6,607,647TotalAssetsEOYAmt
Total Assets EOYFMV$7,239,322TotalAssetsEOYFMVAmt
Grants Payable BOY$0GrantsPayableBOYAmt
Grants Payable EOY$220,000GrantsPayableEOYAmt
Other Liabilities BOY$725OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$725TotalLiabilitiesBOYAmt
Total Liabilities EOY$220,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,527,081CapitalStockBOYAmt
Capital Stock EOY$6,387,647CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,527,081TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,387,647TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,527,806TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,607,647TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,527,081TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$139,434ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,387,647SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,387,647TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,243AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,419,682NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.005957DistributionYr1Rt
Adjusted Qlfy Distri Yr2$349,409AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,499,522NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053759DistributionYr2Rt
Adjusted Qlfy Distri Yr3$300,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,145,225NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048818DistributionYr3Rt
Adjusted Qlfy Distri Yr4$326,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,636,896NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049195DistributionYr4Rt
Adjusted Qlfy Distri Yr5$342,073AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,937,653NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049307DistributionYr5Rt
Total Distribution0.207036TotalDistributionRt
Average Distribution0.041407AverageDistributionRt
Net Vl Noncharitable Assets$6,668,302NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$276,114AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,372NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$277,486AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$271,599QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,744InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,744SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,744TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,680EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,680TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Overpayment$1,933OverpaymentAmt
Applied To ES Tax$1,933AppliedToESTaxAmt
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 StateTXOrgReportOrRegisterStateCd
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 BooksH ELIZABETH NELSONIndividualWithBooksNm
Phone2103161020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13439 HUNTERS RUN STAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78230ZIPCd
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)
PersonHELEN E NELSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13439 HUNTERS RUN STAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78230ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$41,799CompensationAmt
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$6,702,378AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,472AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,769,850TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,769,850AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$101,548CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,668,302NetVlNoncharitableAssetsAmt
Minimum Investment Return$333,415MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$333,415MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,744TaxBasedOnInvestmentIncomeAmt
Total Tax$2,744TotalTaxAmt
Distributable Before Adj$330,671DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$330,671DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$330,671DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$271,599ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$271,599QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$271,599AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$330,671DistributableAsAdjustedAmt
Undistributed Income PY$245,565UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$271,599QualifyingDistributionsAmt
Applied To Year1$245,565AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,034AppliedToCurrentYearAmt
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$304,637UndistributedIncomeCYAmt
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 (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LANDMARK COLLEGE
19 RIVER ROAD SOUTHPUTNEYVT05346NONE501(C)(3)TO PROVIDE SIX SCHOLARSHIPS FOR STUDENTS WITH LEARNING DISABILITIES WHO ARE SEEKING HIGHER EDUCATION$20,250
LANDMARK COLLEGE
19 RIVER ROAD SOUTHPUTNEYVT05346NONE501(C)(3)TO PROVIDE SCHOLARSHIPS FOR STUDENTS WITH LEARNING DISABILITIES WHO ARE SEEKING HIGHER EDUCATION$200,000
GLOBAL SANCTUARY FOR ELEPHANTS
PO BOX 2426BRENTWOODTN37024NONE501(C)(3)TO PROVIDE SUPPORT TO CREATE VAST SAFE SPACES FOR CAPTIVE ELEPHANTS WERE THEY ARE ABLE TO HEAL PHYSICALLY AND EMOTIONALLY.$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$240,250TotalGrantOrContriPdDurYrAmt
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$187,026ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$187,026ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$187,026TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$4,045Amt
Net Investment Income$4,045NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$6,499,469EOYBookValueAmt
EOYFMV$7,131,144EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,045LegalFeesAmt
Net Investment Income$3,045NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDEND RECEIVABLE$450$0$0
PREPAID FEDERAL TAXES$1,732$4,680$4,680

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
Desc945 WITHHOLDING PAYABLEDesc
BOY Book Value$725BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$28,977Amt
Net Investment Income$28,977NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$3,330$3,330$0
EXCISE TAX$5,014$0$0

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