BETA

B M BURNS FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
B M BURNS FOUNDATION (EIN 80-6084989)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202013189349103816
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)
Return2020-11-13T16:39:45-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 MADISON AVEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN806084989EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BM BURNS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBMBUBusinessNameControlTxt
Phone4152978442PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 888AddressLine1Txt
CityTIBURONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINE BENTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4152978442PhoneNum
Signature2020-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK T NASHPreparerPersonNm
PTINP00396721PTIN
Phone6464713000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.150.21IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-13IPDt
IP Tm16:39:18IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id875A10DECB2E7D24BC7D81980880394A9A371F3FAtSubmissionFilingDeviceId
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$935,183FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$709InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$709InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,238DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,238DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$587,339NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$888,886GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$587,339CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$594,286TotalRevAndExpnssAmt
Total Net Invst Incm$590,286TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$75OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$75OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,949OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,949OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,099TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,075TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,024TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,099TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,075TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$40,024TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$552,187ExcessRevenueOverExpensesAmt
Net Investment Income$588,211NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$79,463CashBOYAmt
Cash EOY$611,353CashEOYAmt
Cash EOYFMV$611,353CashEOYFMVAmt
Corporate Stock BOY$301,547CorporateStockBOYAmt
Corporate Stock EOY$321,665CorporateStockEOYAmt
Corporate Stock EOYFMV$323,830CorporateStockEOYFMVAmt
Total Assets BOY$381,010TotalAssetsBOYAmt
Total Assets EOY$933,018TotalAssetsEOYAmt
Total Assets EOYFMV$935,183TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$381,010RetainedEarningBOYAmt
Retained Earning EOY$933,018RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$381,010TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$933,018TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$381,010TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$933,018TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$381,010TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$552,187ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$933,197SubtotalAmt
Other Decreases$179OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$933,018TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
1130 SHS ALLEGHANY CORP DEL1998-03-132019-12-05$887,168$301,547$585,621$585,621
CAPITAL GAINS DIVIDENDS$1,718$1,718$1,718P
FieldValueIRS element (for citing)
Capital Gain Net Income$587,339CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,369AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$792,091NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052228DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,059AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$803,919NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048586DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$748,521NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.030059DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$701,280NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.008698DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,019AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$655,198NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.033607DistributionYr5Rt
Total Distribution0.173178TotalDistributionRt
Average Distribution0.034636AverageDistributionRt
Net Vl Noncharitable Assets$854,339NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,591AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,882NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$35,473AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,024QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5,882InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,882SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,882TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$203EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$12,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,203TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,321OverpaymentAmt
Applied To ES Tax$6,321AppliedToESTaxAmt
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 StateCTOrgReportOrRegisterStateCd
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 BooksCHRISTINE BENTIndividualWithBooksNm
Phone4152978442PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 888AddressLine1Txt
CityTIBURONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd
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)
PersonCHRISTINE BENTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 888AddressLine1Txt
CityTIBURONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94920ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION IS NOT INVOLVED IN ANY CHARITABLE ACTIVITIES.ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS,OTHER ORGANIZATIONS EXEMPT UNDER IRC SEC. 501(C)(3).Description1Txt
Expenses1$0Expenses1Amt

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$765,979AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$101,370AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$867,349TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$867,349AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,010CashDeemedCharitableAmt
Net Vl Noncharitable Assets$854,339NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,717MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,717MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,882TaxBasedOnInvestmentIncomeAmt
Total Tax$5,882TotalTaxAmt
Distributable Before Adj$36,835DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,835DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,835DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,024ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$40,024QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5,882PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$34,142AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,835DistributableAsAdjustedAmt
Undistributed Income PY$35,951UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$40,024QualifyingDistributionsAmt
Applied To Year1$35,951AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,073AppliedToCurrentYearAmt
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$32,762UndistributedIncomeCYAmt
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)
Contributing ManagerCHRISTINE BENTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON COLLEGE
140 COMMONWEALTH AVENUECHESTNUT HILLMA02467NONEPCFOR MISSION SUPPORT$6,000
HARVARD BUSINESS SCHOOL
PO BOX 412275BOSTONMA02241NONEPCFOR MISSION SUPPORT$6,000
MAKE A WISH FOUNDATION
1702 E HIGHLAND AVE SUITE 400PHOENIXAZ85016NONEPCFOR MISSION SUPPORT$6,000
METAVIVOR RESEARCH AND SUPPORT INC
1783 FOREST DRIVE 184ANNAPOLISMD21401NONEPCFOR MISSION SUPPORT$6,000
SIMMONS COLLEGE
300 THE FENWAYBOSTONMA02115NONEPCFOR MISSION SUPPORT$6,000
AUDUBON CANYON RANCH
225 VARICK STREET 7TH FLOORNEW YORKNY10014NONEPCFOR MISSION SUPPORT$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$709ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,238ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$587,339ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$590,286ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$590,286TotalIncomeProducingActyAmt

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)
CategoryTAX PREP FEESCategoryTxt
Amt$4,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN JP MORGAN US LARGE CAP CORE PLUS FUND$27,347$26,488
INVESTMENT IN VANGUARD S&P 500 EFT$69,458$70,992
INVESTMENT IN ISHARES CORE S&P MID CAP EFT$48,461$49,191
INVESTMENT IN ISHARES CORE S&P SMALL CAP$34,891$35,385
INVESTMENT IN VANGUARD FTSE DEVELOPED MARKETS$28,023$28,507
INVESTMENT IN VANGUARD FTSE EMERGING MKTS EFT$13,750$14,319
INVESTMENT IN ISHARES CORE US AGGREGATE BD ETFNR$33,770$33,711
INVESTMENT IN METRO WEST T/R BD CL I$33,903$33,595
INVESTMENT IN VANGUARD TOTAL INTL BOND INDEX$22,315$21,783
INVESTMENT IN SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND EFT$9,747$9,859

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER DIFFERENCESDesc
Amt$179Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWIRE TRANSFER FEEDesc
Revenue And Expenses Per Books$1,949RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,949DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryEMA ANNUAL FEECategoryTxt
Amt$150Amt
Net Investment Income$75NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$75DisbursementsCharitablePrpsAmt

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