BETA

297 FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
297 FOUNDATION (EIN 81-4657113)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-28
IRS object ID
202011499349100206
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)
Return2020-05-28T11:43:17-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814657113EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The River City Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlRIVEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLEN HALLIDAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-05-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.194.129.137IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520201495000039FederalOriginalSubmissionId
Federal Original Submission Id2020-05-28FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2E580382B6EC9A3FAB9C3255FF56957C9676C3F6AtSubmissionCreationDeviceId
At Submission Filing Device IdD2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0AtSubmissionFilingDeviceId
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$4,264,261FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,068,376ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,304InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,304InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$64,826DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,826DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,821NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,912GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,821CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,146,327TotalRevAndExpnssAmt
Total Net Invst Incm$77,951TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$10,723OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,723OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,279TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$16,557OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$16,557OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$28,559TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,723TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,557TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,187ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,187ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$115,746TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,723TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$103,744TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,030,581ExcessRevenueOverExpensesAmt
Net Investment Income$67,228NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$895,355SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,033,225SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,033,225SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,067,525CorporateStockBOYAmt
Corporate Stock EOY$2,960,236CorporateStockEOYAmt
Corporate Stock EOYFMV$3,231,036CorporateStockEOYFMVAmt
Total Assets BOY$2,962,880TotalAssetsBOYAmt
Total Assets EOY$3,993,461TotalAssetsEOYAmt
Total Assets EOYFMV$4,264,261TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,962,880RetainedEarningBOYAmt
Retained Earning EOY$3,993,461RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,962,880TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,993,461TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,962,880TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,993,461TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,962,880TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,030,581ExcessRevenueOverExpensesAmt
Subtotal$3,993,461SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,993,461TotNetAstOrFundBalancesEOYAmt

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$11,912GrossSalesPriceAmt
Cost Or Other Basis$91CostOrOtherBasisAmt
Gain Or Loss$11,821GainOrLossAmt
Gains Minus Excess Or Losses$11,821GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$11,821CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,108AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,128,965NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.019779DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,959AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,086,094NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01009DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$492,500NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.029869TotalDistributionRt
Average Distribution0.009956AverageDistributionRt
Net Vl Noncharitable Assets$3,071,610NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$30,581AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$672NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$31,253AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$103,744QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$672InvestmentIncomeExciseTaxAmt
Subtotal$672SubtotalAmt
Tax Based On Investment Income$672TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$128OverpaymentAmt
Applied To ES Tax$128AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Allen Halliday
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Grace M Halliday
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Treas1.0$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$2,669,444AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$448,942AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,118,386TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,118,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,776CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,071,610NetVlNoncharitableAssetsAmt
Minimum Investment Return$153,581MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$153,581MinimumInvestmentReturnAmt
Tax Based On Investment Income$672TaxBasedOnInvestmentIncomeAmt
Total Tax$672TotalTaxAmt
Distributable Before Adj$152,909DistributableBeforeAdjAmt
Distributable Before Ded$152,909DistributableBeforeDedAmt
Distributable As Adjusted$152,909DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,744ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$103,744QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$672PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$103,072AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$152,909DistributableAsAdjustedAmt
Undistributed Income PY$103,744UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$103,744QualifyingDistributionsAmt
Applied To Year1$103,744AppliedToYear1Amt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$152,909UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAllen HallidayContributingManagerNm
Contributing ManagerGrace M HallidayContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHWAB CHARITABLE FUNDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1211 MAIN STAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGeneral & UnrestrictedGrantOrContributionPurposeTxt
Amt$87,187Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,187TotalGrantOrContriPdDurYrAmt

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$1,304ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,826ExclusionAmt
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$11,821ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$77,951ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,951TotalIncomeProducingActyAmt

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 PersonHalliday AllenContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15449 Normandy AvenueAddressLine1Txt
CityMemphisCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38120ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,068,376TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTISAN GLOBAL VALUE FUND INVE$93,878$96,340
CHARLES SCHWAB INTRNTNL EQ$237,522$241,732
DB X TRACKERS MSCI EUROPE HEDG$181,867$202,220
DOUBLELINE TOTAL RETURN BOND$151,592$153,015
ISHARE SP SMALL CAP 600 INDEX$171,485$182,374
PRESERVER ALTERNATIVE OPPORTUN$151,799$157,984
RTISAN GLOBAL OPPORTUNITIES$100,466$102,930
SCHWAB 1000 INDEX FD$407,106$450,996
SCHWAB STRATEGIC TR US LARGE C$194,773$214,087
SCHWAB U.S. LARGE-CAP GROWTH$179,679$219,546
SCHWAB US DIVIDEND EQUITY ETF$262,231$299,504
SCHWAB US MID CAP$250,815$274,946
SPDR DOW JONES INDUSTRIAL AVER$229,459$259,726
VANGUARD FTSE EUROPEAN ETF$202,192$207,210
WISDOMTREE INTERNATIONAL HDGD$145,372$168,426

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$16,532$16,532
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$10,723Amt
Net Investment Income$10,723NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2019$800
990-PF Extension for 2018$279
990-T EXTENSION FOR 2018$200

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