BETA

GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR (EIN 62-6323993)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-15
IRS object ID
202021729349100002
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)
Return2020-06-15T14:11:00-04:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611231152PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rueff and Associates CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1312 Macon AvenueAddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626323993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GAYLA S HARRIS & KENNETH M BIELAKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGAYLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1295 N HUBBARDS LANEAddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR KEITH CULLINANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5028930300PhoneNum
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph M BakerPreparerPersonNm
PTINP01061123PTIN
Phone5028962451PhoneNum
Preparation2020-06-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.155.28.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-20IPDt
IP Tm12:29:49IPTm
Federal Original Submission Id6135962020172sio4idfFederalOriginalSubmissionId
Federal Original Submission Id2020-06-20FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6066837D621A95908DE6324AC936F810A42841B8AtSubmissionCreationDeviceId
At Submission Filing Device Id6066837D621A95908DE6324AC936F810A42841B8AtSubmissionFilingDeviceId
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$462,704FMVAssetsEOYAmt
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$10,303DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,303DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$74,989NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$154,111GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$74,989CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$85,292TotalRevAndExpnssAmt
Total Net Invst Incm$85,292TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,832OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,832OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$15InterestRevAndExpnssAmt
Interest Net Invst Incm$15InterestNetInvstIncmAmt
Taxes Rev And Expnss$535TaxesRevAndExpnssAmt
Taxes Net Invst Incm$535TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,882TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,632TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$121,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$121,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$125,382TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,632TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$121,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$40,090ExcessRevenueOverExpensesAmt
Net Investment Income$81,660NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$105,499SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,597SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,597SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$212,117CorporateStockBOYAmt
Corporate Stock EOY$271,929CorporateStockEOYAmt
Corporate Stock EOYFMV$457,107CorporateStockEOYFMVAmt
Total Assets BOY$317,616TotalAssetsBOYAmt
Total Assets EOY$277,526TotalAssetsEOYAmt
Total Assets EOYFMV$462,704TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$317,616CapitalStockBOYAmt
Capital Stock EOY$277,526CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$317,616TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$277,526TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$317,616TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$277,526TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$317,616TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$40,090ExcessRevenueOverExpensesAmt
Subtotal$277,526SubtotalAmt
Tot Net Ast Or Fund Balances EOY$277,526TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE SCHEDULEP$20,080$35,790-$15,710-$15,710
SEE SCHEDULEP$91,470$771$90,699$90,699
FieldValueIRS element (for citing)
Capital Gain Net Income$74,989CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$15,710NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$115,212AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$472,710NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.243727DistributionYr1Rt
Adjusted Qlfy Distri Yr2$122,712AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$458,501NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.267637DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,165AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$343,523NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047057DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,751AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$344,692NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048597DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,223AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$266,559NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049606DistributionYr5Rt
Total Distribution0.656624TotalDistributionRt
Average Distribution0.131325AverageDistributionRt
Net Vl Noncharitable Assets$517,852NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,007AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$817NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$68,824AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$121,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$817InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$817SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$817TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Tax Due$317TaxDueAmt

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 StateKYOrgReportOrRegisterStateCd
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
Individual With BooksR KEITH CULLINANIndividualWithBooksNm
Phone5028930300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1295 N HUBBARDS LANE SUITE 203AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
R KEITH CULLINAN
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207TRUSTEE2.00$0$0$0
GAYLA S HARRIS
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207MEMBER ADVISORY COMM2.00$0$0$0
KENNETH M BIELAK
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207MEMBER ADVISORY COMM2.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$515,301AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,437AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$525,738TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$525,738AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,886CashDeemedCharitableAmt
Net Vl Noncharitable Assets$517,852NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,893MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,893MinimumInvestmentReturnAmt
Tax Based On Investment Income$817TaxBasedOnInvestmentIncomeAmt
Total Tax$817TotalTaxAmt
Distributable Before Adj$25,076DistributableBeforeAdjAmt
Distributable Before Ded$25,076DistributableBeforeDedAmt
Distributable As Adjusted$25,076DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,750ExpensesAndContributionsAmt
Qualifying Distributions$121,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$817PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$120,933AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,076DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$1,764ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,764TotalExcessDistributionCyovAmt
Qualifying Distributions$121,750QualifyingDistributionsAmt
Treated As Distri From Corpus$90,000TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,076AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,674RemainingDistriFromCorpusAmt
Total Corpus$98,438TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$90,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov To Next Yr$8,438ExcessDistriCyovToNextYrAmt
Excess From Year1$1,764ExcessFromYear1Amt
Excess From Current Year$6,674ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGAYLA S HARRISContributingManagerNm
Contributing ManagerKENNETH M BIELAKContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTERFAITH CLINIC
315 GILL AVEKNOXVILLETN37917PCCHARITABLE$35,000
CHARLOTTESVILLE ALBEMARLE SPCA
3355 STATE RTE 1403CHARLOTTESVILLEVA22901PCCHARITABLE$2,500
YOUNG WILLIAMS ANIMAL CENTER
3201 DIVISION STKNOXVILLETN37919PCCHARITABLE$2,500
UNIVERSITY OF VIRGINIA
400 EMMET STREET SOUTHCHARLOTTESVILLEVA22903PCCHARITABLE$3,000
HELEN ROSS MCNABB CENTER
5310 BALL CAMP PIKEKNOXVILLETN37921PCCHARITABLE$2,500
GEORGE MASON UNIVERSITY SCHOLARS
4400 UNIVERSITY DRIVEFAIRFAXVA22030PCCHARITABLE$3,000
RICE UNIVERSITY SCHOLARSHIPS
6100 MAIN STHOUSTONTX77005PCCHARITABLE$3,000
DEAF OLYMPICS
PO BOX 22011SANTA FENM87502PCCHARITABLE$2,500
SAFE HARBOR RICHMOND
PO BOX 17996RICHMONDVA23226PCCHARITABLE$2,500
SPORTS HALL OF FAME
4525 MAIN STVIRGINIA BEACHVA23462PCCHARITABLE$2,500
WESLEY HOUSE
1719 REYNOLDS STREETKNOXVILLETN37921PCCHARITABLE$3,000
SHELTER FOR HELP IN EMERGENCY
PO BOX 1013CHARLOTTESVILLEVA22902PCCHARITABLE$5,000
UNIVERSITY OF TENNESSEE
320 STUDENT SERVICES BLDGKNOXVILLETN37996PCCHARITABLE$17,000
CHARLOTTESVILLE FREE CLINIC
1138 ROSE HILL DRCHARLOTTESVILLEVA22903PCCHARITABLE$5,500
FISH INC
312 WALLER MILL ROADWILLIAMSBURGVA23185PCCHARITABLE$6,000
EMPTY STOCKING FUND
970 JEFFERSON ST NWATLANTAGA30318PCCHARITABLE$6,000
RYAN WHITE HIV CLINIC
1300 JEFFERSON PARK AVECHARLOTTESVILLEVA22903PCCHARITABLE$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$121,500TotalGrantOrContriPdDurYrAmt
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$10,303ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$74,988ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$85,291ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$85,291TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

Short ExplanationShortExplanationTxt
R KEITH CULLINAN
NONE
GAYLA S HARRIS
NONE
KENNETH M BIELAK
NONE

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE SCHEDULEStockNm
EOY Book Value$271,929EOYBookValueAmt
EOYFMV$457,107EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$2,832Amt
Net Investment Income$2,832NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$535Amt
Net Investment Income$535NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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