BETA

SNEDDEN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SNEDDEN FAMILY FOUNDATION (EIN 46-6709040)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201923199349105992
Schema version
2018v3.1
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)
Return2019-11-15T21:55:04-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202869299PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRUE NORTH BUSINESS SERVICESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11201 9TH AVE STE 101AddressLine1Txt
CityFAIRBANKSCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN466709040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SNEDDEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSNEDBusinessNameControlTxt
Phone9074581040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70432AddressLine1Txt
CityFAIRBANKSCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA N FARMIERPersonNm
Person TitleTRUSTEE/EDPersonTitleTxt
Phone9074581040PhoneNum
Signature2019-11-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVIRGINIA N FARMIER CPA ARAPreparerPersonNm
PTINP00674469PTIN
Phone9074581040PhoneNum
Preparation2019-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address206.174.73.189IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm21:55:04IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id15D069018EC817D052194CAE3F1E1C3812920223AtSubmissionCreationDeviceId
At Submission Filing Device Id9CB598247AD1B3C33A720825C23E0219DC7426DEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$927,818FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11,559InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$884InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,865DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,865DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,677NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$278,677GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,677CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$53,101TotalRevAndExpnssAmt
Total Net Invst Incm$42,426TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$26,460CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,615CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$19,845CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$8,904PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$2,226PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$6,678PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$840AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$210AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$630AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$339TaxesRevAndExpnssAmt
Taxes Net Invst Incm$339TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$443TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$443TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,652OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$140OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,512OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,638TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,530TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$29,108TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,957ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,957ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,595TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,530TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,065TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,494ExcessRevenueOverExpensesAmt
Net Investment Income$32,896NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,764CashBOYAmt
Cash EOY$5,976CashEOYAmt
Cash EOYFMV$5,976CashEOYFMVAmt
Sav And Temp Cash Invst BOY$189,319SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$437,698SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$437,698SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$9,500AcctRcvblAmt
Acct Rcvbl BOY$2,500AcctRcvblBOYAmt
Acct Rcvbl EOY$9,500AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$9,500AcctRcvblEOYFMVAmt
US Government Obligations BOY$302,427USGovernmentObligationsBOYAmt
US Government Obligations EOY$35,000USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$35,366USGovtObligationsEOYFMVAmt
Corporate Stock BOY$318,358CorporateStockBOYAmt
Corporate Stock EOY$318,358CorporateStockEOYAmt
Corporate Stock EOYFMV$439,278CorporateStockEOYFMVAmt
Total Assets BOY$832,368TotalAssetsBOYAmt
Total Assets EOY$806,532TotalAssetsEOYAmt
Total Assets EOYFMV$927,818TotalAssetsEOYFMVAmt
Accounts Payable BOY$868AccountsPayableBOYAmt
Accounts Payable EOY$99AccountsPayableEOYAmt
Other Liabilities EOY-$22,573OtherLiabilitiesEOYAmt
Total Liabilities BOY$868TotalLiabilitiesBOYAmt
Total Liabilities EOY-$22,474TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$831,500UnrestrictedBOYAmt
Unrestricted EOY$829,006UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$831,500TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$829,006TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$832,368TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$806,532TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$831,500TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,494ExcessRevenueOverExpensesAmt
Subtotal$829,006SubtotalAmt
Tot Net Ast Or Fund Balances EOY$829,006TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$33,677CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$29,915AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$976,543NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030634DistributionYr1Rt
Adjusted Qlfy Distri Yr2$80,822AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$978,987NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.082557DistributionYr2Rt
Adjusted Qlfy Distri Yr3$109,804AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,057,992NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.103785DistributionYr3Rt
Adjusted Qlfy Distri Yr4$36,963AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,071,653NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.034492DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,308AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$422,494NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.014930DistributionYr5Rt
Total Distribution0.266398TotalDistributionRt
Average Distribution0.053280AverageDistributionRt
Net Vl Noncharitable Assets$997,262NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$53,134AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$329NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$53,463AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,065QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$658InvestmentIncomeExciseTaxAmt
Subtotal$658SubtotalAmt
Tax Based On Investment Income$658TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$525EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$525TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Tax Due$142TaxDueAmt

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 StateAKOrgReportOrRegisterStateCd
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
Individual With BooksVIRGINIA FARMIERIndividualWithBooksNm
Phone9073225130PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70432AddressLine1Txt
CityFAIRBANKSCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99707ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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

FieldValueIRS element (for citing)
PersonVIRGINIA N FARMIERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70432AddressLine1Txt
CityFAIRBANKSCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99707ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEE/EDTitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$26,460CompensationAmt
Employee Benefit Program$6,615EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$988,815AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,634AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,012,449TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,012,449AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,187CashDeemedCharitableAmt
Net Vl Noncharitable Assets$997,262NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,863MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,863MinimumInvestmentReturnAmt
Tax Based On Investment Income$658TaxBasedOnInvestmentIncomeAmt
Total Tax$658TotalTaxAmt
Distributable Before Adj$49,205DistributableBeforeAdjAmt
Distributable Before Ded$49,205DistributableBeforeDedAmt
Distributable As Adjusted$49,205DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,065ExpensesAndContributionsAmt
Qualifying Distributions$46,065QualifyingDistributionsAmt
Adjusted Qualifying Distri$46,065AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,205DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$8,074ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,051ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$40,125TotalExcessDistributionCyovAmt
Qualifying Distributions$46,065QualifyingDistributionsAmt
Applied To Current Year$46,065AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,140ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,140ExcessDistributionCyovAppCYAmt
Total Corpus$36,985TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$36,985ExcessDistriCyovToNextYrAmt
Excess From Year3$4,934ExcessFromYear3Amt
Excess From Year2$32,051ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSNEDDEN FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70432AddressLine1Txt
CityFAIRBANKSCityNm
State AbbreviationAKStateAbbreviationCd
ZIP99707ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9073225130RecipientPhoneNum
Recipient Email AddressVIRGINIA@SNEDDENFDN.ORGRecipientEmailAddressTxt
Restrictions On AwardsGRANTS AND AWARDS ARE LIMITED TO THE STATE OF ALASKA WITH A STRONG FOCUS ON THE INTERIOR OF THE STATE PARKS AND OTHER RECREATIONAL IMPROVEMENTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SANTA'S HELPERS
PO BOX 82290FAIRBANKSAK99708SANTA'S HELPERS PROGRAM$2,500
FAIRBANKS DRAMA ASOCIATION
1852 2ND AVENUEFAIRBANKSAK99701PROGRAM SPONSORSHIP$2,500
STATE OF ALASKA PARKS & REC DEP
3700 AIRPORT WAYFAIRBANKSAK99709PARK IMPROVEMENTS AT CHENA RIVER PAR$11,957
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,957TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,559ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,865ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$33,677ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$53,101ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$53,101TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$840Amt
Net Investment Income$210NetInvestmentIncomeAmt
Disbursements Charitable Prps$630DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetANCHORAGE AK 4.5 BONDAssetDesc
Acquired2012-05AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2018-07SoldDt
Gross Sales Price$245,000GrossSalesPriceAmt
Basis$245,000BasisAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$318,358EOYBookValueAmt
EOYFMV$439,278EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE$560$140$420
MILEAGE REIMBURSEMENT$87$87
SUPPLIES$869$869
COMMUNICATION EXPENSE$136$136

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON SECURITIESDesc
EOY Book Value-$22,573EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$339Amt
Net Investment Income$339NetInvestmentIncomeAmt

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