OOS CHARITABLE CORPORATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
OOS CHARITABLE CORPORATION (EIN 82-0722754)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-09
IRS object ID
202023149349100247
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)
Return2020-11-09T15:24:15-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN820722754EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OOS CHARITABLE CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOOSCBusinessNameControlTxt
Phone8173908400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 MAIN STREET NO 2300AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS W WHITEPersonNm
Person TitleVP, SECRETARYPersonTitleTxt
Phone8173908400PhoneNum
Signature2020-11-09SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address63.97.233.15IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm15:24:11IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdB04E4A7924E64C3FBCBF721719D7094CDBB79A50AtSubmissionFilingDeviceId
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$8,835,480FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$192,856InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$192,856InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$88,392DividendsRevAndExpnssAmt
Dividends Net Invst Incm$88,392DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$867,807NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,483,382GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$586,559TotalRevAndExpnssAmt
Total Net Invst Incm$281,248TotalNetInvstIncmAmt
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
Other Expenses Rev And Expnss$2,716OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,716TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$460,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$460,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$462,716TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$460,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,049,275ExcessRevenueOverExpensesAmt
Net Investment Income$281,248NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,003,889CashBOYAmt
Cash EOY$1,702,063CashEOYAmt
Cash EOYFMV$1,702,063CashEOYFMVAmt
Acct Rcvbl$4,230,569AcctRcvblAmt
Acct Rcvbl BOY$346AcctRcvblBOYAmt
Acct Rcvbl EOY$4,230,569AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$4,230,569AcctRcvblEOYFMVAmt
Corporate Stock BOY$3,233,118CorporateStockBOYAmt
Corporate Stock EOY$3,024,640CorporateStockEOYAmt
Corporate Stock EOYFMV$2,902,848CorporateStockEOYFMVAmt
Total Assets BOY$10,004,235TotalAssetsBOYAmt
Total Assets EOY$8,957,272TotalAssetsEOYAmt
Total Assets EOYFMV$8,835,480TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$609OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$609TotalLiabilitiesEOYAmt
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$10,004,235RetainedEarningBOYAmt
Retained Earning EOY$8,956,663RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,004,235TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,956,663TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,004,235TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$8,957,272TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,004,235TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,049,275ExcessRevenueOverExpensesAmt
Other Increases$1,703OtherIncreasesAmt
Subtotal$8,956,663SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,956,663TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLIC TRADED SECURITIESPropertyDesc
Gross Sales Price$11,483,382GrossSalesPriceAmt
Cost Or Other Basis$12,351,189CostOrOtherBasisAmt
Gain Or Loss-$867,807GainOrLossAmt
Gains Minus Excess Or Losses-$867,807GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$867,807CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$459,692AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,201,618NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045061DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,887,433NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.045061TotalDistributionRt
Average Distribution0.022531AverageDistributionRt
Net Vl Noncharitable Assets$9,419,049NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$212,221AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,812NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$215,033AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$460,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,812InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,812SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,812TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,203EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,403TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,591OverpaymentAmt
Applied To ES Tax$1,591AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
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 BooksTHOMAS W WHITEIndividualWithBooksNm
Phone8173908400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 MAIN STREET SUITE 2600AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
OONA SPERR
201 MAIN STREET SUITE 3200FORT WORTHTX76102PRESIDENT, DIRECTOR0.00$0$0$0
GARY W REESE
201 MAIN STREET SUITE 2600FORT WORTHTX76102VP, ASST TREASURER0.00$0$0$0
THOMAS W WHITE
201 MAIN STREET SUITE 2600FORT WORTHTX76102VP, SECRETARY, DIRECTOR0.00$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
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$2,309,920AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,252,220AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$346FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,562,486TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,562,486AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$143,437CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,419,049NetVlNoncharitableAssetsAmt
Minimum Investment Return$470,952MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$470,952MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,812TaxBasedOnInvestmentIncomeAmt
Total Tax$2,812TotalTaxAmt
Distributable Before Adj$468,140DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$468,140DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$468,140DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$460,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$460,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,812PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$457,188AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$468,140DistributableAsAdjustedAmt
Undistributed Income PY$453,341UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$460,000QualifyingDistributionsAmt
Applied To Year1$453,341AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,659AppliedToCurrentYearAmt
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$461,481UndistributedIncomeCYAmt
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 (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY LEGAL SERVICES INC
1424 CHESTNUT STREETPHILADELPHIAPA19102NONEN/AGENERAL$8,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEN/AGENERAL$15,000
DREXEL UNIVERSITY
3141 CHESTNUT STREETPHILADELPHIAPA19104NONEN/AGENERAL$35,000
FRIENDS OF 2125 CHESTNUT STREET
2125 CHESTNUT STREETPHILADELPHIAPA19103NONEN/AGENERAL$27,000
HUMANE SOCIETY OF NORTH TEXAS
1840 E LANCASTER AVENUEFORT WORTHTX76103NONEN/AGENERAL$25,000
HUMANE SOCIETY OF PAGOSA SPRINGS
PO BOX 2230PAGOSA SPRINGSCO81147NONEN/AGENERAL$20,000
KERA
3000 HARRY HINES BOULEVARDDALLASTX752011012NONEN/AGENERAL$10,000
KSUT PUBLIC RADIO
PO BOX 737INGACIOCO81137NONEN/AGENERAL$3,000
MAGEE REHABILITATION HOSPITAL
1513 RACE STREETPHILADELPHIAPA19102NONEN/AGENERAL$20,000
MILLICENT ROGERS MUSEUM
PO BOX 1210TAOSNM87571NONEN/AGENERAL$12,000
MORRIS ANIMAL REFUGE
1242 LOMBARD STPHILADELPHIAPA19147NONEN/AGENERAL$5,000
PARTNERS FOR SACRED PLACES
1700 SANSOM STREET 10TH FLOORPHILADELPHIAPA19103NONEN/AGENERAL$25,000
PLANNED PARENTHOOD OF GREATER TEXAS
7424 GREENVILLE AVE 206DALLASTX75231NONEN/AGENERAL$25,000
PLANNED PARENTHOOD OF SOUTHEASTERN PENNSYLVANIA
1144 LOCUST STREETPHILADELPHIAPA19107NONEN/AGENERAL$25,000
PLEASE TOUCH MUSEUM
4231 AVENUE OF THE REPUBLICPHILADELPHIAPA19131NONEN/AGENERAL$50,000
PRESERVATION ALLIANCE OF GREATER PHILADELPHIA
1608 WALNUT STREET SUITE 1300PHILADELPHIAPA191035407NONEN/AGENERAL$16,000
PROJECT HOME
1515 FAIRMOUNT AVENUEPHILADELPHIAPA19130NONEN/AGENERAL$12,000
THE ACADEMY OF NATURAL SCIENCES OF PHILADELPHIA
1900 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19103NONEN/AGENERAL$20,000
THE BALDWIN SCHOOL
701 MONTGOMERY AVEBRYAN MAWRPA19010NONEN/AGENERAL$15,000
THE CENTER FOR TRANSFORMING LIVES
512 WEST 4TH STREETFORT WORTHTX76102NONEN/AGENERAL$12,000
THE FRIENDS OF THE FREE LIBRARY OF PHILADELPHIA INC
1905 LOCUST STREETPHILADELPHIAPA19103NONEN/AGENERAL$20,000
TRINITY CENTER FOR URBAN LIFE
2212 SPRUCE STREETPHILADELPHIAPA19103NONEN/AGENERAL$20,000
UNICEF
125 MAIDEN LANENEW YORKNY10038NONEN/AGENERAL$10,000
WAGNER FREE INSTITUTE OF SCIENCE
1700 W MONTGOMERY AVEPHILADELPHIAPA19121NONEN/AGENERAL$10,000
WHYY
150 N 6TH STREETPHILADELPHIAPA19106NONEN/AGENERAL$10,000
WNYC FOUNDATION
160 VARICK STREETNEW YORKNY10013NONEN/AGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$460,000TotalGrantOrContriPdDurYrAmt
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$192,856ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88,392ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$867,807ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$586,559ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$586,559TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$3,024,640EOYBookValueAmt
EOYFMV$2,902,848EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX EXPENSE$2,812$0$0$0
FEDERAL EXCISE TAX REFUND-$96$0$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR EXCISE TAX ADJUSTMENTDesc
Amt$1,703Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXES PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$609EOYBookValueAmt

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