BETA

NEW LIFE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
NEW LIFE FOUNDATION (EIN 39-6728886)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202003189349101270
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)
Return2020-11-13T10:25:53-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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% JOHN F CALLANInCareOfNm
Business Name ControlNEWLBusinessNameControlTxt
Phone4142975751PhoneNum

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
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN F CALLANPreparerPersonNm
PTINP00284420PTIN
Phone4142712400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address204.87.63.1IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id39556220203185000001FederalOriginalSubmissionId
Federal Original Submission Id2020-11-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id51F8E3EB4D90A1578DE05A6DFD335B66C635AF45AtSubmissionCreationDeviceId
At Submission Filing Device Id77156B3F4B8839A684B7DAF5B7429DB193172F6BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$550,054FMVAssetsEOYAmt
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$662InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$662InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,860DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,860DividendsNetInvstIncmAmt
Other Income Rev And Expnss$1,085OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$11,607TotalRevAndExpnssAmt
Total Net Invst Incm$10,522TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$825LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$825LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,585TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$75OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,485TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$900TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,485TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$15,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,878ExcessRevenueOverExpensesAmt
Net Investment Income$10,522NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,469SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,570SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,570SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$9,979AcctRcvblBOYAmt
Corporate Stock BOY$199,796CorporateStockBOYAmt
Corporate Stock EOY$199,796CorporateStockEOYAmt
Corporate Stock EOYFMV$529,484CorporateStockEOYFMVAmt
Total Assets BOY$227,244TotalAssetsBOYAmt
Total Assets EOY$220,366TotalAssetsEOYAmt
Total Assets EOYFMV$550,054TotalAssetsEOYFMVAmt
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$162,939RetainedEarningBOYAmt
Retained Earning EOY$156,061RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$227,244TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$220,366TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$227,244TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$220,366TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$227,244TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,878ExcessRevenueOverExpensesAmt
Subtotal$220,366SubtotalAmt
Tot Net Ast Or Fund Balances EOY$220,366TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,843AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$515,646NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065632DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,725AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$495,873NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041795DistributionYr2Rt
Adjusted Qlfy Distri Yr3$18,885AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$433,552NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043559DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,885AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$384,756NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046484DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,800AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$380,221NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044185DistributionYr5Rt
Total Distribution0.241655TotalDistributionRt
Average Distribution0.048331AverageDistributionRt
Net Vl Noncharitable Assets$514,736NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,878AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$105NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,983AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$210InvestmentIncomeExciseTaxAmt
Subtotal$210SubtotalAmt
Tax Based On Investment Income$210TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,085EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,085TotalPaymentsAndCreditsAmt
Overpayment$875OverpaymentAmt
Applied To ES Tax$875AppliedToESTaxAmt

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 Line1JOHN F CALLANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4142975751PhoneNum

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$493,057AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$29,518AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$522,575TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$522,575AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,839CashDeemedCharitableAmt
Net Vl Noncharitable Assets$514,736NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,737MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,737MinimumInvestmentReturnAmt
Tax Based On Investment Income$210TaxBasedOnInvestmentIncomeAmt
Total Tax$210TotalTaxAmt
Distributable Before Adj$25,527DistributableBeforeAdjAmt
Distributable Before Ded$25,527DistributableBeforeDedAmt
Distributable As Adjusted$25,527DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$15,900QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,900AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,527DistributableAsAdjustedAmt
Undistributed Income PY$14,573UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$15,900QualifyingDistributionsAmt
Applied To Year1$14,573AppliedToYear1Amt
Applied To Current Year$1,327AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$24,200UndistributedIncomeCYAmt
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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
COLUMBIA LAND TRUST
511 SE MORRISON STREETPORTLANDOR97214NONEPCUNRESTRICTED GRANT$1,000
MERCY CORPS
45 SW ANKENY STPORTLANDOR97204NONEPCUNRESTRICTED GRANT$2,000
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$1,000
THE MEHER SPIRITUAL CENTER
10200 N KINGS HWYMYRTLE BEACHSC29572NONEPCUNRESTRICTED GRANT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt

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$662ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,860ExclusionAmt
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 InvntryGainSalesAstOthThanInvntryGrp
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$1,085RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,522ExclusionAmt
Related Or Exempt Function Incm$1,085RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,607TotalIncomeProducingActyAmt

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$114,750
480 ISHARES S&P 400 MID CAP$36,787$98,794
600 ISHARES RUS 1000 VAL$33,997$81,888
450 ISHARES RUSSELL 2000 SMALL
CAP VALUE INDEX FUND$22,112$57,861
450 ISHARES S&P MIDCAP 400/
BARRA VALUE INDEX FUND$22,807$76,829
1185 ISHARES S&P SMALL CAP 600
INDEX FUND$35,901$99,362

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFOLEY & LARDNER LLPCategoryTxt
Legal Fees$825LegalFeesAmt
Disbursements Charitable Prps$825DisbursementsCharitablePrpsAmt

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)
Desc2018 TAX OVERPAYMENT APPLIEDDesc
Revenue And Expenses Per Books$1,085RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
2018 TAX OVERPAYMENT APPLIED$1,085
2018 EXTENSION PAYMENT$1,500

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