BERNARD AND BETTY HARDESTY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BERNARD AND BETTY HARDESTY CHARITABLE FOUNDATION INC (EIN 52-2284064)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201933199349101773
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)
Return2019-11-15T11:05:03-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521447872PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT D HAUCK LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1617 RIDGELY AVENUEAddressLine1Txt
CityANNAPOLISCityNm
State AbbreviationMDStateAbbreviationCd
ZIP214011069ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522284064EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERNARD AND BETTY HARDESTYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBERNBusinessNameControlTxt
Phone4108278437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13023 KENT NARROW WAY SAddressLine1Txt
CityGRASONVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21638ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBERNARD O HARDESTY JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108278437PhoneNum
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT HAUCKPreparerPersonNm
PTINP00537419PTIN
Phone4102243257PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.81.133.189IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-15IPDt
IP Tm08:25:44IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id587182BF086DCA3BBA4A240953B087EB4A1CBB3CAtSubmissionCreationDeviceId
At Submission Filing Device Id340F0D5D71C47664DCD435852354B021F0E568B7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$150,208FMVAssetsEOYAmt
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$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,723DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,723DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,246NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$46,484GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,246CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,976TotalRevAndExpnssAmt
Total Net Invst Incm$4,976TotalNetInvstIncmAmt
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$800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$800TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,150TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$800TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,174ExcessRevenueOverExpensesAmt
Net Investment Income$4,176NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,467CashBOYAmt
Cash EOY$8,268CashEOYAmt
Cash EOYFMV$8,268CashEOYFMVAmt
Other Investments BOY$131,324OtherInvestmentsBOYAmt
Other Investments EOY$127,349OtherInvestmentsEOYAmt
Other Investments EOYFMV$141,940OtherInvestmentsEOYFMVAmt
Total Assets BOY$138,791TotalAssetsBOYAmt
Total Assets EOY$135,617TotalAssetsEOYAmt
Total Assets EOYFMV$150,208TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$138,791RetainedEarningBOYAmt
Retained Earning EOY$135,617RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$138,791TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$135,617TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$138,791TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$135,617TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$138,791TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,174ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$135,617SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$135,617TotNetAstOrFundBalancesEOYAmt

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$3,029$2,994$35$35
PUBLICLY TRADED SECURITIESP$41,725$41,244$481$481
CAPITAL GAINS DIVIDENDSP$1,730$1,730$1,730
FieldValueIRS element (for citing)
Capital Gain Net Income$2,246CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,620AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$143,061NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.067244DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,144AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$138,627NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058748DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,845AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$145,359NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053970DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,969AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$150,714NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059510DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,395AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$143,760NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044484DistributionYr5Rt
Total Distribution0.283956TotalDistributionRt
Average Distribution0.056791AverageDistributionRt
Net Vl Noncharitable Assets$146,870NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,341AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$42NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,383AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$84InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$84SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$84TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$320EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$236OverpaymentAmt
Applied To ES Tax$236AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
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 BooksBERNARD O HARDESTY JRIndividualWithBooksNm
Phone4108278437PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13023 KENT NARROW WAY SAddressLine1Txt
CityGRASONVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21638ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BERNARD O HARDESTY JR
334 GREENWOOD HALL FARM LANEGRASONVILLEMD21638PRESIDENT0.00$0$0$0
BRENDA HARDESTY
334 GREENWOOD HALL FARM LANEGRASONVILLEMD21638VICE PRESIDENT0.00$0$0$0
KELLY PHIPPS
334 GREENWOOD HALL FARM LANEGRASONVILLEMD21638VICE PRESIDENT0.00$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$141,240AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,867AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$149,107TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$149,107AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,237CashDeemedCharitableAmt
Net Vl Noncharitable Assets$146,870NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,344MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,344MinimumInvestmentReturnAmt
Tax Based On Investment Income$84TaxBasedOnInvestmentIncomeAmt
Total Tax$84TotalTaxAmt
Distributable Before Adj$7,260DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,260DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,260DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,350ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,350QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,350AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,260DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,229ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,225ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$699ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,390ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,627ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,170TotalExcessDistributionCyovAmt
Qualifying Distributions$7,350QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,260AppliedToCurrentYearAmt
Remaining Distri From Corpus$90RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,260TotalCorpusAmt
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$1,229ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,031ExcessDistriCyovToNextYrAmt
Excess From Year4$2,225ExcessFromYear4Amt
Excess From Year3$699ExcessFromYear3Amt
Excess From Year2$1,390ExcessFromYear2Amt
Excess From Year1$2,627ExcessFromYear1Amt
Excess From Current Year$90ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBERNARD O HARDESTY JRContributingManagerNm
Contributing ManagerBRENDA HARDESTYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADKINS ARBORETUM
12610 EVELYN ROADRIDGELYMD21660EOFDONATION$250
AMERICAN DIABETES ASSOCIATION
PO BOX 1834MERRIFIELDVA22116EOFDONATION$500
BOSOM BUDDIES CHARITIES
PO BOX 112STEVENSVILLEMD21666EOFDONATION$250
CHESAPEAKE BAY ENVIRONMENTAL CENTER
PO BOX 519GRASONVILLEMD21638EOFDONATION$1,000
COMPASS REGIONAL HOSPICE
255 COMET DRIVECENTREVILLEMD21617EOFDONATION$500
QUEEN ANNE'S COUNTY MENTAL HEALTH COM
PO BOX 183QUEENSTOWNMD21658EOFDONATION$600
HAVEN MINISTRIES INC
PO BOX 44CHESTERMD21619EOFDONATION$250
ST JUDE CHILDREN'S RESEARCH HOSPITAL
PO BOX 50MEMPHISTN38101EOFDONATION$250
ST PAUL'S PARISH
PO BOX 278CENTREVILLEMD21617EOFDONATION$2,000
THE CHESTERWYE CENTER
PO BOX 96GRASONVILLEMD21638EOFDONATION$250
THE CHILDREN'S HOME FOUNDATION
1102 RIVERSIDE DRSALISBURYMD21801EOFDONATION$250
THE GUNSTON SCHOOL
PO BOX 200CENTREVILLEMD21617EOFDONATION$150
WOMEN AND GIRLS FUND
102 E DOVER STEASTONMD21601EOFDONATION$100
GRASONVILLE VFD
PO BOX 457GRASONVILLEMD21638EOFDONATION$500
WHATCOM HOSPICE FOUNDATION
2901 SQUALICUM PKWYBELLINGHAMWA98225EOFDONATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,350TotalGrantOrContriPdDurYrAmt
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$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,723ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,246ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,976ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,976TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATIONCategoryTxt
Amt$800Amt
Net Investment Income$800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$127,349BookValueAmt
EOYFMV$141,940EOYFMVAmt

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