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THE CORRIGAN-WALLA FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE CORRIGAN-WALLA FOUNDATION (EIN 77-0359520)
Tax period
2017-11-01 to 2018-10-31
Filed
2019-02-28
IRS object ID
201900599349100215
Schema version
2017v2.3
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)
Return2019-02-28T14:28:40-06:00ReturnTs
Tax Period End2018-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770359520EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Corrigan-Walla FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCORRBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSEAN CORRIGANPersonNm
Person TitletreasurerPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-01-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520190595000002FederalOriginalSubmissionId
Federal Original Submission Id2019-02-28FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0B775BB9C0E0C9DA339247063A24C50179569C8EAtSubmissionCreationDeviceId
At Submission Filing Device Id0C5E5A4654C1C37B4810F575F1A1D05F0CA21AEDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,501,216FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,992InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,992InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$171,403DividendsRevAndExpnssAmt
Dividends Net Invst Incm$171,403DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$225,216NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,617,219GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$225,216CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$403,611TotalRevAndExpnssAmt
Total Net Invst Incm$403,611TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$300TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$32,417OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$173OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$32,244OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,717TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$173TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,244TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$288,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$288,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$321,217TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$173TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$320,744TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$82,394ExcessRevenueOverExpensesAmt
Net Investment Income$403,438NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,642,427SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,116,823SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,116,823SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,971,364CorporateStockBOYAmt
Corporate Stock EOY$2,579,362CorporateStockEOYAmt
Corporate Stock EOYFMV$3,384,393CorporateStockEOYFMVAmt
Total Assets BOY$5,613,791TotalAssetsBOYAmt
Total Assets EOY$5,696,185TotalAssetsEOYAmt
Total Assets EOYFMV$6,501,216TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,613,791RetainedEarningBOYAmt
Retained Earning EOY$5,696,185RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,613,791TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,696,185TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,613,791TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,696,185TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,613,791TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$82,394ExcessRevenueOverExpensesAmt
Subtotal$5,696,185SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,696,185TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,617,219GrossSalesPriceAmt
Cost Or Other Basis$1,392,003CostOrOtherBasisAmt
Gain Or Loss$225,216GainOrLossAmt
Gains Minus Excess Or Losses$225,216GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$225,216CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$308,339AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,575,268NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046894DistributionYr1Rt
Adjusted Qlfy Distri Yr2$187,263AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,389,214NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029309DistributionYr2Rt
Adjusted Qlfy Distri Yr3$100,439AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,271,518NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.016015DistributionYr3Rt
Adjusted Qlfy Distri Yr4$282,181AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,083,109NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046388DistributionYr4Rt
Adjusted Qlfy Distri Yr5$254,386AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,488,138NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046352DistributionYr5Rt
Total Distribution0.184958TotalDistributionRt
Average Distribution0.036992AverageDistributionRt
Net Vl Noncharitable Assets$6,405,517NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$236,953AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,034NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$240,987AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$320,744QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,034InvestmentIncomeExciseTaxAmt
Subtotal$4,034SubtotalAmt
Tax Based On Investment Income$4,034TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,798EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,798TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$2,236TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

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
Elsa Corrigan
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Erik Corrigan
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Sean Corrigan
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
Wilfred James Corrigan
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,738,300AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,764,763AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,503,063TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,503,063AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$97,546CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,405,517NetVlNoncharitableAssetsAmt
Minimum Investment Return$320,276MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$320,276MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,034TaxBasedOnInvestmentIncomeAmt
Total Tax$4,034TotalTaxAmt
Distributable Before Adj$316,242DistributableBeforeAdjAmt
Distributable Before Ded$316,242DistributableBeforeDedAmt
Distributable As Adjusted$316,242DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$320,744ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$320,744QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,034PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$316,710AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$316,242DistributableAsAdjustedAmt
Undistributed Income PY$320,318UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Qualifying Distributions$320,744QualifyingDistributionsAmt
Applied To Year1$320,318AppliedToYear1Amt
Applied To Current Year$426AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$315,816UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWilfred James CorriganContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELLARMINE COLLEGE PREPARATORY
960 W HEDDING STSAN JOSECA95126N/APCGeneral & Unrestricted$20,000
BULLIS-PURISSIMA ELEMENTARY SCHOOL FOUNDATION
102 W PORTOLA AVELOS ALTOSCA94022N/APCGeneral & Unrestricted$15,000
EL CAMINO HOSPITAL FOUNDATION
2500 GRANT RDMT VIEWCA94040N/APCGeneral & Unrestricted$7,500
FAMILY RESOURCE CENTER OF TRUCKEE
PO BOX 9178TRUCKEECA96162N/APCGeneral & Unrestricted$10,000
KAINOS HOME & TRAINING CENTER FOR THE DEVELOPMENTA
3631 JEFFERSON AVEREDWOOD CITYCA94062N/APCGeneral & Unrestricted$111,000
KENYON COLLEGE
209 CHASE AVEGAMBIEROH43022N/APCGeneral & Unrestricted$5,000
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW AVELOS ALTOSCA94022N/APCGeneral & Unrestricted$10,000
LOS ALTOS LIBRARY ENDOWMENT
PO BOX 367LOS ALTOSCA94023N/APCGeneral & Unrestricted$10,000
LOVE LIGHT AND MELODY A NOT FOR PROFIT CORPORATION
PO BOX 24542DENVERCO80224N/APCGeneral & Unrestricted$10,000
MENLO SCHOOL
50 VALPARAISO AVEATHERTONCA94027N/APCGeneral & Unrestricted$5,000
PROTECT OUR WINTERS
311 MAPLETON AVE STE 221ABOULDERCO80304N/APCGeneral & Unrestricted$10,000
SACRED HEART SCHOOLS ATHERTON
150 VALPARAISO AVEATHERTONCA94027N/APCGeneral & Unrestricted$25,000
SHANE MCCONKEY FOUNDATION
PO BOX 3666OLYMPIC VLYCA96146N/APCGeneral & Unrestricted$10,000
STANFORD UNIVERSITY
300 PASTEUR DRSTANFORDCA94305N/APCUnder One Umbrella fund$5,000
THE TENACITY PROJECT INC
1585 62ND ST 8713EMERYVILLECA94608N/APCGeneral & Unrestricted$2,500
TRUCKEE ROUNDHOUSE
PO BOX 3501TRUCKEECA96160N/APCGeneral & Unrestricted$5,000
WE HOPE
PO BOX 50624E PALO ALTOCA94303N/APCGeneral & Unrestricted$7,500
WELLESLEY COLLEGE
106 CENTRAL STWELLESLEYMA02481N/APCGeneral & Unrestricted$10,000
WORLD CENTRAL KITCHEN INCORPORATED
717 D ST NW 6TH FLRWASHINGTONDC20004N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$288,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,992ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$171,403ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$225,216ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$403,611ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$403,611TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK BUILD AMERICA BD T$48,680$43,152
INVESCO TAXABLE MUNICIPAL BOND$251,500$287,100
JOHNSON & JOHNSON$445,690$909,934
KIMBERLY CLARK CORP$178,528$208,600
KRAFT HEINZ CO$202,294$219,880
M&T BANK CORP$172,641$187,906
MERCK & CO INC$247,043$368,050
PFIZER INC$195,815$301,420
ROYAL DUTCH SHELL CL A$365,855$315,950
SOUTHERN CO$178,728$225,150
UNITI GROUP INC. COMMON STOCK$78,749$30,701
VERIZON COMMUNICATIONS$188,564$285,450
WINDSTREAM CORP$25,275$1,100

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$32,184$32,184
Bank Charges$173$173
STATE OR LOCAL FILING FEES$60$60

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2018CategoryTxt
Amt$300Amt

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