WALTER & JEAN KALBERER FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WALTER & JEAN KALBERER FOUNDATION (EIN 34-1817179)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-28
IRS object ID
202033029349100218
Schema version
2019v5.0
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)
Return2020-10-28T10:42:46-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341660198PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Morgan & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16155 Rockside Road 307AddressLine1Txt
CityIndependenceCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341817179EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WALTER & JEAN KALBERER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALTBusinessNameControlTxt
Phone4404233420PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11259 WEST HILL DRIVEAddressLine1Txt
CityGATES MILLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJean C KalbererPersonNm
Person TitleTrusteePersonTitleTxt
Signature2020-10-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHUGH J MORGANPreparerPersonNm
PTINP01223082PTIN
Phone2166428604PhoneNum
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$3,779,543FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$201InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$201InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$201InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$14,880DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,880DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,880DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$423,461NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$518,013GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$423,461CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$438,542TotalRevAndExpnssAmt
Total Net Invst Incm$438,542TotalNetInvstIncmAmt
Total Adj Net Incm$15,081TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,490AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,745AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,745AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,690TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,745TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,945TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$973,822ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$973,822ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$977,512TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,745TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$975,767TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$538,970ExcessRevenueOverExpensesAmt
Net Investment Income$436,797NetInvestmentIncomeAmt
Adjusted Net Income$15,081AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$54,727SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$76,751SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$76,751SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$619,821CorporateStockBOYAmt
Corporate Stock EOY$370,248CorporateStockEOYAmt
Corporate Stock EOYFMV$3,702,792CorporateStockEOYFMVAmt
Other Assets BOY$903,327OtherAssetsBOYAmt
Other Assets EOY$1,029,785OtherAssetsEOYAmt
Total Assets BOY$1,577,875TotalAssetsBOYAmt
Total Assets EOY$1,476,784TotalAssetsEOYAmt
Total Assets EOYFMV$3,779,543TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,577,875CapitalStockBOYAmt
Capital Stock EOY$1,476,784CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,577,875TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,476,784TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,577,875TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,476,784TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,577,875TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$538,970ExcessRevenueOverExpensesAmt
Other Increases$437,879OtherIncreasesAmt
Subtotal$1,476,784SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,476,784TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
300 SHS APPLE COMPUTERP2014-02-192019-06-20$59,470$23,357$36,113$36,113
400 SHS CHASEP2017-01-272019-06-20$43,842$34,651$9,191$9,191
1200 SHS VISAP2011-10-242019-06-20$207,072$28,258$178,814$178,814
780 SHS MASTERCARDP2007-02-212019-06-20$207,629$8,286$199,343$199,343
FieldValueIRS element (for citing)
Capital Gain Net Income$423,461CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$230,830AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,500,207NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06595DistributionYr1Rt
Adjusted Qlfy Distri Yr2$205,461AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,452,474NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05951DistributionYr2Rt
Adjusted Qlfy Distri Yr3$66,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,844,101NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.02328DistributionYr3Rt
Adjusted Qlfy Distri Yr4$295,017AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,272,784NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.23179DistributionYr4Rt
Adjusted Qlfy Distri Yr5$831,651AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,638,770NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.31517DistributionYr5Rt
Total Distribution0.695690TotalDistributionRt
Average Distribution0.139138AverageDistributionRt
Net Vl Noncharitable Assets$3,650,871NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$507,975AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,368NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$512,343AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$975,767QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,368InvestmentIncomeExciseTaxAmt
Subtotal$4,368SubtotalAmt
Tax Based On Investment Income$4,368TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,580EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,580TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Overpayment$3,199OverpaymentAmt
Applied To ES Tax$3,199AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEAN KALBERERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4404233420PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11259 WEST HILL DRIVEAddressLine1Txt
CityGATES MILLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44040ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Walter E Kalberer
1259 West Hill DriveGates MillsOH44040Trustee0.00$0
Jean C Kalberer
1259 West Hill DriveGates MillsOH44040Trustee0.00$0
Gwenn S Winkhaus
PO Box 438ArmonkNY10504Trustee0.00$0
Lori Kalberer
6777 GATES MILLS BLVDGATES MILLSOH44040TRUSTEE0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,646,207AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,261AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,706,468TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,706,468AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,597CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,650,871NetVlNoncharitableAssetsAmt
Minimum Investment Return$182,544MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$182,544MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,368TaxBasedOnInvestmentIncomeAmt
Total Tax$4,368TotalTaxAmt
Distributable Before Adj$178,176DistributableBeforeAdjAmt
Distributable Before Ded$178,176DistributableBeforeDedAmt
Distributable As Adjusted$178,176DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$975,767ExpensesAndContributionsAmt
Qualifying Distributions$975,767QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,368PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$971,399AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$178,176DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$712,484ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$231,764ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$35,480ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,263ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,035,991TotalExcessDistributionCyovAmt
Qualifying Distributions$975,767QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$178,176AppliedToCurrentYearAmt
Remaining Distri From Corpus$797,591RemainingDistriFromCorpusAmt
Total Corpus$1,833,582TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$712,484ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,121,098ExcessDistriCyovToNextYrAmt
Excess From Year4$231,764ExcessFromYear4Amt
Excess From Year2$35,480ExcessFromYear2Amt
Excess From Year1$56,263ExcessFromYear1Amt
Excess From Current Year$797,591ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWalter E KalbererContributingManagerNm
Contributing ManagerJean C KalbererContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CLEVELAND PLAYHOUSE
PLAYHOUSE SQUARECLEVELANDOH44114NONEPCANNUAL FUND$500,000
CLEVELAND INSTITUTE OF ART
11141 EAST BLVDCLEVELANDOH44106NONE501 C3ANNUAL FUND$6,000
IDEASTREAM
1375 EUCLID AVECLEVELANDOH44115NONE501 C3FOSTERING COLLABORATION$63,547
CLEVELAND ZOOLOGICAL
3900 WILDLIFE WAYCLEVELANDOH44109NONE501 C3RHINO YARD EXPANSION$161,722
HOLDEN ARBORETUM
EUCLID AVECLEVELANDOH44115NONE501 C3BOTANICAL GARDENS INTEGRATION FUND$100,520
CLEVELAND MUSEUM OF NATURAL HISTORY
1 Wade Oval University CircleCLEVELANDOH44106NONE501C(3)ANNUAL FUND$1,500
MUSICAL ARTS ASSCIATION
11001 EUCLID AVECLEVELANDOH44106NONEPCCLEVELAND ORCHESTRA$100,533
CLEVELAND MUSEUM OF ART
11150 EAST BLVDCLEVELANDOH44106PCANNUAL FUND$10,000
CLEVELAND ZOOLOGICAL SOCIETY
3900 WILDLIFE WAYCLEVELANDOH44109NONEPCOPERATING$10,000
VILLAGE OF GATES MILLS
1470 CHAGRIN RIVER ROADGATES MILLSOH44040NONEPCMARSTON$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$973,822TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$201ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,880ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$423,461RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,081ExclusionAmt
Related Or Exempt Function Incm$423,461RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$438,542TotalIncomeProducingActyAmt

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)
Amt$3,490Amt
Net Investment Income$1,745NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,745DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKSStockNm
EOY Book Value$370,248EOYBookValueAmt
EOYFMV$3,702,792EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCSV Life InsuranceDesc
BOY Book Value$903,327BOYBookValueAmt
EOY Book Value$1,029,785EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE REGISTRATION FEESDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN CSV OF LIFE INSURANCEDesc
Amt$437,879Amt

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