ROBERT AND COLLEEN GRADY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND COLLEEN GRADY FOUNDATION (EIN 45-1610464)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202033189349103328
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)
Return2020-11-13T15:47:33-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454149985PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSEMCKENNA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11717 PENNSYLVANIA AVE NW 750AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN451610464EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT & COLLEEN GRADY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone2028621880PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1628AddressLine1Txt
CityWILSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT GRADYPersonNm
Person TitleDIRECTOR/PRESIDENTPersonTitleTxt
Phone2028621880PhoneNum
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTEN L MCKENNAPreparerPersonNm
PTINP00708363PTIN
Phone2028621880PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.62.181.151IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm21:58:08IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id7EEFE40B468C084AE35273C24659664CDB6AEF5BAtSubmissionFilingDeviceId
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$1,159,570FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,498ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$279InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$279InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,949DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,949DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,726TotalRevAndExpnssAmt
Total Net Invst Incm$14,228TotalNetInvstIncmAmt
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$2,655AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,655AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$42OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$42OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$887TaxesRevAndExpnssAmt
Taxes Net Invst Incm$87TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,061OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,061OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,645TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,845TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,130ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,130ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,775TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,845TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,130TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,049ExcessRevenueOverExpensesAmt
Net Investment Income$10,383NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$127,645CashBOYAmt
Cash EOY$62,596CashEOYAmt
Cash EOYFMV$62,596CashEOYFMVAmt
Corporate Stock BOY$810,910CorporateStockBOYAmt
Corporate Stock EOY$810,910CorporateStockEOYAmt
Corporate Stock EOYFMV$1,096,974CorporateStockEOYFMVAmt
Other Assets BOY-$50,000OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$888,555TotalAssetsBOYAmt
Total Assets EOY$873,506TotalAssetsEOYAmt
Total Assets EOYFMV$1,159,570TotalAssetsEOYFMVAmt
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$888,555RetainedEarningBOYAmt
Retained Earning EOY$873,506RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$888,555TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$873,506TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$888,555TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$873,506TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$888,555TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,049ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$873,506SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$873,506TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$68,675AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,045,934NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065659DistributionYr1Rt
Adjusted Qlfy Distri Yr2$32,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$516,313NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.062946DistributionYr2Rt
Adjusted Qlfy Distri Yr3$89,749AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$511,241NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.175551DistributionYr3Rt
Adjusted Qlfy Distri Yr4$116,563AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$364,003NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.320225DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,139AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$390,587NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054121DistributionYr5Rt
Total Distribution0.678502TotalDistributionRt
Average Distribution0.135700AverageDistributionRt
Net Vl Noncharitable Assets$1,042,490NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$141,466AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$104NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$141,570AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,130QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$208InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$208SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$208TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$593EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$593TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$385OverpaymentAmt
Applied To ES Tax$385AppliedToESTaxAmt
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 StateWYOrgReportOrRegisterStateCd
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 BooksROBERT COLLEEN GRADYIndividualWithBooksNm
Phone2028621880PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1628AddressLine1Txt
CityWILSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83014ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT GRADY
PO BOX 1628WILSONWY83014DIRECTOR/PRESIDENT2.00$0$0$0
COLLEEN GRADY
PO BOX 1628WILSONWY83014DIRECTOR/VICE PRESIDENT2.00$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$979,765AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,600AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,058,365TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,058,365AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,875CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,042,490NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,125MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,125MinimumInvestmentReturnAmt
Tax Based On Investment Income$208TaxBasedOnInvestmentIncomeAmt
Total Tax$208TotalTaxAmt
Distributable Before Adj$51,917DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,917DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,917DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,130ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,130QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,130AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,917DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$84,894ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$64,317ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,810ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,585ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$172,606TotalExcessDistributionCyovAmt
Qualifying Distributions$28,130QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,130AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$23,787ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$23,787ExcessDistributionCyovAppCYAmt
Total Corpus$148,819TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$148,819ExcessDistriCyovToNextYrAmt
Excess From Year4$61,107ExcessFromYear4Amt
Excess From Year3$64,317ExcessFromYear3Amt
Excess From Year2$6,810ExcessFromYear2Amt
Excess From Year1$16,585ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DIOCESE OF CHEYENNE - LIVING AND GIVING IN CHRIST
123 S DURBIN STCASPERWY82601NONEPCGENERAL USE$1,500
JACKSON YOUTH HOCKEY
PO BOX 4822JACKSONWY830014158NONEPCGENERAL USE$5,000
WYOMING CONGRESSIONAL AWARDS FOR SERVICE
314 EAST 21ST STCHEYENNEWY82001NONEPCGENERAL USE$1,500
COMMUNITY FOUNDATION OF JH
245 E SIMPSON AVEJACKSONWY830014158NONEPCGENERAL USE$10,000
WYOMING PUBLIC MEDIA AND TETON SCIENCE SCHOOL
1000 E UNIVERSITY AVELARAMIEWY82071NONEPCGENERAL USE$10,130
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,130TotalGrantOrContriPdDurYrAmt
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$279ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,949ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,228ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,228TotalIncomeProducingActyAmt

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$2,655Amt
Net Investment Income$2,655NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWELLS FARGO 4200StockNm
EOY Book Value$810,910EOYBookValueAmt
EOYFMV$1,096,974EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCHECK 1040 TO ST JOHN'S HOSPITAL FOUNDATION CLEAREDDesc
BOY Book Value-$50,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$1,061RevenueAndExpensesPerBooksAmt
Net Investment Income$1,061NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$42Amt
Net Investment Income$42NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX EXPENSE$800$0$0
FOREIGN TAXES PAID$87$87$0

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