BETA

BUFORD FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BUFORD FAMILY FOUNDATION (EIN 73-1519009)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202041359349101554
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)
Return2020-05-14T15:26:15-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731519009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BUFORD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBUFOBusinessNameControlTxt
Phone3166849777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19176 E 13TH STREETAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonC ROBERT BUFORDPersonNm
Person TitleVICE-PRESIDENTPersonTitleTxt
Phone3166849777PhoneNum
Signature2020-05-12SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.71.146.40IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-12IPDt
IP Tm13:42:59IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2AC27E887A9A653554449CD65B9C558DB330ECFCAtSubmissionCreationDeviceId
At Submission Filing Device Id34ACC81195314928D89D91C0D9A4A6FD1FC53705AtSubmissionFilingDeviceId
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$728,476FMVAssetsEOYAmt
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$560InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$560InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,807DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,807DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,596NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$261,245GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,596CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,963TotalRevAndExpnssAmt
Total Net Invst Incm$15,963TotalNetInvstIncmAmt
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$540AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$270AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$270AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$754TaxesRevAndExpnssAmt
Taxes Net Invst Incm$328TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,934OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,934OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,228TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,532TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$270TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,228TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,532TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,270TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$265ExcessRevenueOverExpensesAmt
Net Investment Income$10,431NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,990CashBOYAmt
Cash EOY$24,198CashEOYAmt
Cash EOYFMV$24,198CashEOYFMVAmt
Sav And Temp Cash Invst EOY$44,798SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$44,798SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$160,211AcctRcvblAmt
Acct Rcvbl EOY$160,211AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$160,211AcctRcvblEOYFMVAmt
Corporate Stock BOY$574,647CorporateStockBOYAmt
Corporate Stock EOY$402,165CorporateStockEOYAmt
Corporate Stock EOYFMV$499,269CorporateStockEOYFMVAmt
Total Assets BOY$631,637TotalAssetsBOYAmt
Total Assets EOY$631,372TotalAssetsEOYAmt
Total Assets EOYFMV$728,476TotalAssetsEOYFMVAmt
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$631,637RetainedEarningBOYAmt
Retained Earning EOY$631,372RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$631,637TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$631,372TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$631,637TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$631,372TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$631,637TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$265ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$631,372SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$631,372TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$42,970$45,012-$2,042-$2,042
PUBLICLY TRADED SECURITIESP$210,522$213,637-$3,115-$3,115
CAPITAL GAINS DIVIDENDSP$7,753$7,753$7,753
FieldValueIRS element (for citing)
Capital Gain Net Income$2,596CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,270AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$682,197NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.075154DistributionYr1Rt
Adjusted Qlfy Distri Yr2$168,337AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$772,833NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.217818DistributionYr2Rt
Adjusted Qlfy Distri Yr3$168,782AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$836,495NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.201773DistributionYr3Rt
Adjusted Qlfy Distri Yr4$260,784AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,073,026NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.243036DistributionYr4Rt
Adjusted Qlfy Distri Yr5$333,908AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,374,961NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.242849DistributionYr5Rt
Total Distribution0.980630TotalDistributionRt
Average Distribution0.196126AverageDistributionRt
Net Vl Noncharitable Assets$673,944NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$132,178AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$104NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$132,282AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,270QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$209InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$209SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$209TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,040EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,040TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$831OverpaymentAmt
Applied To ES Tax$831AppliedToESTaxAmt
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 StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
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 BooksRUSSELL D BRIGGSIndividualWithBooksNm
Phone3166849777PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11223 N ROCK ROAD BUILDING A SUITEAddressLine1Txt
Address Line2200AddressLine2Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd
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
MARTHA C BUFORD
9176 E 13TH STREETWICHITAKS67206PRESIDENT-TREASURER-DIR0.00$0$0$0
C ROBERT BUFORD
9176 E 13TH STREETWICHITAKS67206DIRECTOR-VICE PRESIDENT0.00$0$0$0
R C BUFORD
12 ELMCOURTSAN ANTONIOTX78209VICE PRESIDENT-DIRECTOR0.00$0$0$0
ANNE S BUFORD
25 EAST 86TH STREET 9CNEW YORKNY10028DIRECTOR-SECRETARY0.00$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$658,854AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,353AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$684,207TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$684,207AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,263CashDeemedCharitableAmt
Net Vl Noncharitable Assets$673,944NetVlNoncharitableAssetsAmt
Minimum Investment Return$33,697MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$33,697MinimumInvestmentReturnAmt
Tax Based On Investment Income$209TaxBasedOnInvestmentIncomeAmt
Total Tax$209TotalTaxAmt
Distributable Before Adj$33,488DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$33,488DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$33,488DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,270ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,270QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,270AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,488DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$268,584ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$211,361ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$127,113ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$130,481ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,195ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$755,734TotalExcessDistributionCyovAmt
Qualifying Distributions$10,270QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,270AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$23,218ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$23,218ExcessDistributionCyovAppCYAmt
Total Corpus$732,516TotalCorpusAmt
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$245,366ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$487,150ExcessDistriCyovToNextYrAmt
Excess From Year4$211,361ExcessFromYear4Amt
Excess From Year3$127,113ExcessFromYear3Amt
Excess From Year2$130,481ExcessFromYear2Amt
Excess From Year1$18,195ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARTHA C BUFORDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1GARDEN OF DREAMSBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12 PENN PLAZA 14TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10121ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL DONATIONGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt
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$560ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,807ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,596ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,963ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,963TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$540Amt
Net Investment Income$270NetInvestmentIncomeAmt
Disbursements Charitable Prps$270DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$402,165EOYBookValueAmt
EOYFMV$499,269EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FUND MANAGEMENT FEES$4,855$4,855$0
ADR FEES$79$79$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$328$328$0
FEDERAL TAX$426$0$0

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