BETA

C & J FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
C & J FOUNDATION (EIN 86-1026568)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-10
IRS object ID
202033159349101843
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)
Return2020-11-10T16:38:55-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12901 N CENTRAL AVENUE SUITE 1200AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP850122799ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861026568EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1C & J FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlC&JFBusinessNameControlTxt
Phone4809225700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18552 E SWEETWATER AVEAddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA F QUAYLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4809225700PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJESSICA A DUFFPreparerPersonNm
PTINP00179255PTIN
Phone6022345100PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.185.60.103IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm14:48:41IPTm
IP TimezoneMSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD26F3C0795A477CF7BC892569417D02C126B63B8AtSubmissionFilingDeviceId
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$1,103,831FMVAssetsEOYAmt
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$30,209DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,209DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,186NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$384,198GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,186CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$211OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$211OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$41,606TotalRevAndExpnssAmt
Total Net Invst Incm$41,606TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,912OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,912OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,912TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,912TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,912TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,912TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,306ExcessRevenueOverExpensesAmt
Net Investment Income$36,694NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$1CashBOYAmt
Sav And Temp Cash Invst BOY$182SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,300SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,300SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$755,583CorporateStockBOYAmt
Corporate Stock EOY$665,240CorporateStockEOYAmt
Corporate Stock EOYFMV$665,240CorporateStockEOYFMVAmt
Corporate Bonds BOY$357,955CorporateBondsBOYAmt
Corporate Bonds EOY$437,291CorporateBondsEOYAmt
Corporate Bonds EOYFMV$437,291CorporateBondsEOYFMVAmt
Total Assets BOY$1,113,719TotalAssetsBOYAmt
Total Assets EOY$1,103,831TotalAssetsEOYAmt
Total Assets EOYFMV$1,103,831TotalAssetsEOYFMVAmt
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$1,113,719RetainedEarningBOYAmt
Retained Earning EOY$1,103,831RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,113,719TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,103,831TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,113,719TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,103,831TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,113,719TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,306ExcessRevenueOverExpensesAmt
Other Increases$9,418OtherIncreasesAmt
Subtotal$1,103,831SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,103,831TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS - PUBLICLY TRADED SECURITIESP2020-06-30$72,000$68,690$3,371$3,371
GOLDMAN SACHS - PUBLICLY TRADED SECURITIESP2020-06-30$305,006$304,395$623$623
CAPITAL GAINS DIVIDENDSP$7,192$7,192$7,192
FieldValueIRS element (for citing)
Capital Gain Net Income$11,186CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,738,493AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,826,135NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.238454DistributionYr1Rt
Adjusted Qlfy Distri Yr2$355,173AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,034,031NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058862DistributionYr2Rt
Adjusted Qlfy Distri Yr3$335,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,758,519NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058175DistributionYr3Rt
Adjusted Qlfy Distri Yr4$316,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,566,400NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056859DistributionYr4Rt
Adjusted Qlfy Distri Yr5$389,261AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,875,603NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.066250DistributionYr5Rt
Total Distribution1.478600TotalDistributionRt
Average Distribution0.295720AverageDistributionRt
Net Vl Noncharitable Assets$1,102,405NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$326,003AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$367NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$326,370AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$56,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$734InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$734SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$734TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,881EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,881TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,147OverpaymentAmt
Applied To ES Tax$5,147AppliedToESTaxAmt
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 StateAZOrgReportOrRegisterStateCd
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 BooksCOVEY MANAGEMENT INCIndividualWithBooksNm
Phone4809225700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14900 N SCOTTSDALE ROAD STE 4800AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85251ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA F QUAYLE
8552 E SWEETWATER AVESCOTTSDALEAZ85260PRESIDENT5.00$0$0$0
CHRISTOPHER S QUAYLE
8552 E SWEETWATER AVESCOTTSDALEAZ85260DIRECTOR1.00$0$0$0
CHRISTOPHER P QUAYLE
8552 E SWEETWATER AVESCOTTSDALEAZ85260DIRECTOR5.00$0$0$0
KELLY C QUAYLE
8552 E SWEETWATER AVESCOTTSDALEAZ85260DIRECTOR1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE C & J FOUNDATION DOES NOT MAKE ANY PROGRAM RELATED INVESTMENTS. DIRECT CHARITABLE ACTIVITIES ARE NOT CARRIED ON BY THE FOUNDATION. ALL ADMINISTRATION EXPENSESDescription1Txt
Expenses1$0Expenses1Amt
Description2INCURRED IN CONNECTION WITH THE TAX EXEMPT PURPOSE WERE ALLOCATED TO GRANT MAKING ACTIVITIES. ALL OTHER EXPENSES OF THE FOUNDATION WERE PROPERLY ALLOCABLE TO THEDescription2Txt
Expenses2$0Expenses2Amt
Description3INVESTMENT ACTIVITIES OF THE FOUNDATION.Description3Txt
Expenses3$0Expenses3Amt

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$1,102,636AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,557AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,119,193TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,119,193AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,788CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,102,405NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,120MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,120MinimumInvestmentReturnAmt
Tax Based On Investment Income$734TaxBasedOnInvestmentIncomeAmt
Total Tax$734TotalTaxAmt
Distributable Before Adj$54,386DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$54,386DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$54,386DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$56,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$56,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,386DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$98,637ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$40,628ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$52,610ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$60,786ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,550,224ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,802,885TotalExcessDistributionCyovAmt
Qualifying Distributions$56,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$54,386AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,614RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,804,499TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$98,637ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,705,862ExcessDistriCyovToNextYrAmt
Excess From Year4$40,628ExcessFromYear4Amt
Excess From Year3$52,610ExcessFromYear3Amt
Excess From Year2$60,786ExcessFromYear2Amt
Excess From Year1$4,550,224ExcessFromYear1Amt
Excess From Current Year$1,614ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PHOENIX CHILDREN'S HOSPITAL FOUNDATION
1919 E THOMAS ROADPHOENIXAZ85016PCGENERAL PURPOSE$13,000
VICTORY JUNCTION
4500 ADAMS WAYRANDLEMANNC27317PCGENERAL PURPOSE$13,000
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD NO N4327BBALTIMOREMD21211PCGENERAL PURPOSE$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,000TotalGrantOrContriPdDurYrAmt
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$30,209ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$211ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,186ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$41,606ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,606TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHSBondNm
EOY Book Value$437,291EOYBookValueAmt
EOYFMV$437,291EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHSStockNm
EOY Book Value$665,240EOYBookValueAmt
EOYFMV$665,240EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMORGAN STANLEY REFUNDDesc
Revenue And Expenses Per Books$211RevenueAndExpensesPerBooksAmt
Net Investment Income$211NetInvestmentIncomeAmt
Adjusted Net Income$211AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ADJUSTMENTDesc
Amt$9,418Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING & ADVISORY FEESCategoryTxt
Amt$1,912Amt
Net Investment Income$1,912NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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