BETA

The Browning Family Foundation: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
The Browning Family Foundation (EIN 45-3668378)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-14
IRS object ID
202032889349101008
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)
Return2020-10-14T12:55:17-05:00ReturnTs
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)
EIN453668378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Browning Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBROWBusinessNameControlTxt
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)
PersonPERRY BROWNINGPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-09-28SignatureDt
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 Address67.82.234.252IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520202885000007FederalOriginalSubmissionId
Federal Original Submission Id2020-10-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id477C46ACF28576814DDF279F7270F1EC72C6F4ABAtSubmissionCreationDeviceId
At Submission Filing Device Id384717C1FADDEF7B1C9CB58DAC69F19ED4566B5BAtSubmissionFilingDeviceId
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$847,429FMVAssetsEOYAmt
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$112InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$112InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,789DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,762DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,081NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$559,537GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,026CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,982TotalRevAndExpnssAmt
Total Net Invst Incm$32,900TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$9,523OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,496OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$16InterestRevAndExpnssAmt
Interest Net Invst Incm$16InterestNetInvstIncmAmt
Other Expenses Rev And Expnss$33,460OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$57OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,194OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,999TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,569TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,194TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$77,499TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,569TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,694TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,517ExcessRevenueOverExpensesAmt
Net Investment Income$23,331NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,146SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,332SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,332SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$775,528CorporateStockBOYAmt
Corporate Stock EOY$701,382CorporateStockEOYAmt
Corporate Stock EOYFMV$782,534CorporateStockEOYFMVAmt
Corporate Bonds BOY$30,948CorporateBondsBOYAmt
Corporate Bonds EOY$30,948CorporateBondsEOYAmt
Other Investments BOY$61,900OtherInvestmentsBOYAmt
Other Investments EOY$65,343OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,563OtherInvestmentsEOYFMVAmt
Total Assets BOY$883,522TotalAssetsBOYAmt
Total Assets EOY$839,005TotalAssetsEOYAmt
Total Assets EOYFMV$847,429TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$883,522RetainedEarningBOYAmt
Retained Earning EOY$839,005RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$883,522TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$839,005TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$883,522TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$839,005TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$883,522TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,517ExcessRevenueOverExpensesAmt
Subtotal$839,005SubtotalAmt
Tot Net Ast Or Fund Balances EOY$839,005TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmt
Publicly-traded Securities$559,537$540,456$19,081
ALLOCATED TO UBTI - ACQ INDEBTEDNESS-$55
FieldValueIRS element (for citing)
Capital Gain Net Income$19,026CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,758AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$871,589NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051352DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,045AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$872,885NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043585DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,245AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$799,957NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057809DistributionYr3Rt
Adjusted Qlfy Distri Yr4$51,269AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$906,058NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056585DistributionYr4Rt
Adjusted Qlfy Distri Yr5$53,178AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,073,580NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049533DistributionYr5Rt
Total Distribution0.258864TotalDistributionRt
Average Distribution0.051773AverageDistributionRt
Net Vl Noncharitable Assets$823,031NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,611AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$233NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,844AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,694QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$467InvestmentIncomeExciseTaxAmt
Subtotal$467SubtotalAmt
Tax Based On Investment Income$467TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$639EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$639TotalPaymentsAndCreditsAmt
Overpayment$172OverpaymentAmt
Applied To ES Tax$172AppliedToESTaxAmt

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 FundfalseDonorAdvisedFundInd
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
Nancy Browning
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
Perry Browning
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$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$787,754AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,096AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$23,563FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$837,413TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$1,849AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$835,564AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,533CashDeemedCharitableAmt
Net Vl Noncharitable Assets$823,031NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,152MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,152MinimumInvestmentReturnAmt
Tax Based On Investment Income$467TaxBasedOnInvestmentIncomeAmt
Total Tax$467TotalTaxAmt
Distributable Before Adj$40,685DistributableBeforeAdjAmt
Distributable Before Ded$40,685DistributableBeforeDedAmt
Distributable As Adjusted$40,685DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,694ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$42,694QualifyingDistributionsAmt
Adjusted Qualifying Distri$42,694AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,685DistributableAsAdjustedAmt
Undistributed Income PY$39,840UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Qualifying Distributions$42,694QualifyingDistributionsAmt
Applied To Year1$39,840AppliedToYear1Amt
Applied To Current Year$2,854AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$37,831UndistributedIncomeCYAmt
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 ManagerNancy BrowningContributingManagerNm
Contributing ManagerPerry BrowningContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS FOUNDATION OF AMERICA INC
322 8TH AVE 7TH FLNEW YORKNY10001N/APCGeneral & Unrestricted$1,000
AMERICAN CANCER SOCIETY
55 DAY LNWILLISTONVT05495N/APCGeneral & Unrestricted$1,000
CENTRAL VERMONT CATHOLIC SCHOOL
79 SUMMER STBARREVT05641N/APCGeneral & Unrestricted$1,000
CENTRAL VERMONT HOME HEALTH & HOSPICE INC
600 GRANGER RDBARREVT05641N/APCGeneral & Unrestricted$2,000
CORPUS CHRISTI PARISH
49 WINTER STST JOHNSBURYVT05819N/APCGeneral & Unrestricted$2,000
DIOCESE OF VENICE IN FLORIDA INC
1000 PINEBROOK RDVENICEFL34285N/APCBishop's Fund for 2019$2,000
GREEN MOUNTAIN UNITED WAY
73 MAIN ST STE 33MONTPELIERVT05602N/APCGeneral & Unrestricted$2,000
MAKE A WISH FOUNDATION OF VERMONT
1702 E HIGHLAND AVE STE 400PHOENIXAZ85016N/APCGeneral & Unrestricted$2,000
MERCY CONNECTIONS INC
255 S CHAMPLAIN ST STE 8BURLINGTONVT05401N/APCGeneral & Unrestricted$2,000
OPERATION SMILE INC
3641 FACULTY BLVDVIRGINIA BEACHVA23453N/APCGeneral & Unrestricted$1,000
ROMAN CATHOLIC DIOCESE OF BURLINGTON
55 JOY DRS BURLINGTONVT05403N/APCGeneral & Unrestricted$5,000
ST AUGUSTINE CATHOLIC CHURCH
16 BARRE STMONTPELIERVT05602N/APCSpecial Projects led by Father Julian Asucan$2,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDES PLMEMPHISTN38105N/APCGeneral & Unrestricted$1,000
ST JOHN'S COLLEGE HIGH SCHOOL
2607 MILITARY RDWASHINGTONDC20015N/APCGeneral & Unrestricted$1,000
ST MONICA CATHOLIC CHURCH
79 SUMMER STBARREVT05641N/APCGeneral & Unrestricted$2,000
THE VERMONT CENTER FOR ECOSTUDIES INC
PO BOX 420NORWICHVT05055N/APCGeneral & Unrestricted$1,000
UNBOUND
1 ELMWOOD AVEKANSAS CITYKS66103N/APCin sponsorship of ASC 425465$2,000
UPPER VALLEY HUMANE SOCIETY INC
300 OLD RTE 10ENFIELDNH03748N/APCGeneral & Unrestricted$1,000
VERMONT FOODBANK
33 PARKER RDBARREVT05641N/APCGeneral & Unrestricted$1,000
VERMONT JOURNALISM TRUST DBA VTDIGGER-ORG
26 STATE ST STE 8MONTPELIERVT05602N/APCGeneral & Unrestricted$1,500
VERMONT PUBLIC RADIO
365 TROY AVECOLCHESTERVT05446N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,500TotalGrantOrContriPdDurYrAmt

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$112ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$27UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$13,762ExclusionAmt
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)
Business525990BusinessCd
Unrelated Business Taxbl Incm$55UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$19,026ExclusionAmt
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)
Unrelated Business Taxbl Incm$82UnrelatedBusinessTaxblIncmAmt
Exclusion$32,900ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,982TotalIncomeProducingActyAmt

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMOLYCORP INC - 10.000% - 06/01BondNm
EOY Book Value$30,948EOYBookValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIRST TR VALUE LN DV$77,074$86,400
FIRST TRUST DOW JONES INTERNET$57,543$67,473
FIRST TRUST EUROZONE ALPHADEX$44,787$40,860
FIRST TRUST FINANCIALS ALPHADE$30,833$33,510
FIRST TRUST MORNINGSTAR DIVIDE$36,234$40,888
FIRST TRUST NASDQ 100 TECHNOLO$57,114$71,171
INVESCO QQQ TRUST$90,830$138,834
ISHARES CORE INTERNATIONAL AGG$50,374$49,311
PGIM TOTAL RETURN BOND FUND CL$51,885$48,391
SPDR DJ SMALLCAP GRW$34,368$39,293
VANGUARD CHARLOTTE INTL BD IDX$50,292$48,093
VANGUARD INTERMEDIATE TERM COR$60,007$59,273
VANGUARD TOTAL BOND MARKET ETF$60,041$59,037

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTHE HARTFORD POLICYCategoryOrItemTxt
Book Value$65,343BookValueAmt
EOYFMV$23,563EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$8,169$8,169
Bank Charges$57$57
NET LIFE INSURANCE PREMIUM$25,209
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$9,523Amt
Net Investment Income$9,496NetInvestmentIncomeAmt

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