W JAMES AND JANE K TRUETTNER FOUNDATION: Form 990PF, tax year 2018
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- Organization
- W JAMES AND JANE K TRUETTNER FOUNDATION (EIN 36-3499982)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201901359349101220
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T09:40:12-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541149263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2560 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VI | StateAbbreviationCd |
| ZIP | 22604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363499982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUETTNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O W JAMES TRUETTNER III | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUE | BusinessNameControlTxt |
| Phone | 9703495883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | CRESTED BUTTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W JAMES TRUETTNER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9703495883 | PhoneNum |
| Signature | 2019-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C SCOTT MOULDEN | PreparerPersonNm |
| PTIN | P00194656 | PTIN |
| Phone | 5406623417 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.4.100.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-06 | IPDt |
| IP Tm | 08:54:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2BD9941C2218514039E2696DAFBBB0AADD46666A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2BD9941C2218514039E2696DAFBBB0AADD46666A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,554,585 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $191,563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $787,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $191,563 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $209,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,550 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,327 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,327 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,719 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,719 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,043 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $25 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $25 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $225 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,577 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,127 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $65,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,831 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,567 | CashBOYAmt |
| Cash EOY | $30,396 | CashEOYAmt |
| Cash EOYFMV | $30,396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $311,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $317,988 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $317,988 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,323,032 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,356,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,206,201 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,638,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,704,399 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,554,585 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,638,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,704,399 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,638,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,704,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,638,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,704,399 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,638,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $65,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,704,399 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,704,399 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 628 SHS - AMPHENOL CORP-CL A | 2008-10-03 | 2018-02-06 | $54,439 | $11,214 | $43,225 | $43,225 |
| 675 SHS - PAYLOCITY HOLDING CORP | 2017-01-05 | 2018-02-14 | $29,820 | $20,907 | $8,913 | $8,913 |
| 1300 SHS - AXALTA COATING SYSTEMS LTD | 2016-06-01 | 2018-04-02 | $38,935 | $36,396 | $2,539 | $2,539 |
| 300 SHS - FACEBOOK INC-CLASS A | 2016-11-29 | 2018-04-04 | $46,072 | $36,420 | $9,652 | $9,652 |
| 775 SHS - WABTEC CORP | 2017-01-24 | 2018-04-04 | $62,058 | $67,378 | -$5,320 | -$5,320 |
| 348 SHS - AFFILIATED MANAGERS GROUP | 2009-03-26 | 2018-08-27 | $52,030 | $20,228 | $31,802 | $31,802 |
| 100 SHS - ADOBE INC | 2016-02-10 | 2018-08-29 | $26,783 | $7,546 | $19,237 | $19,237 |
| 25 SHS - ALIGN TECHNOLOGY INC | 2015-02-12 | 2018-08-29 | $9,575 | $1,428 | $8,147 | $8,147 |
| 350 SHS - EOG RESOURCES INC | 2015-11-23 | 2018-08-29 | $41,660 | $28,922 | $12,738 | $12,738 |
| 250 SHS - INTERCONTINENTAL EXCHANGE IN | 2009-06-16 | 2018-08-29 | $18,807 | $5,650 | $13,157 | $13,157 |
| 350 SHS - SBA COMMUNICATIONS CORP | 2018-02-28 | 2018-08-30 | $54,027 | $57,214 | -$3,187 | -$3,187 |
| 200 SHS - INTERCONTINENTAL EXCHANGE IN | 2009-06-16 | 2018-09-21 | $15,595 | $4,520 | $11,075 | $11,075 |
| 425 SHS - WATSCO INC | 2017-06-20 | 2018-11-08 | $62,854 | $66,313 | -$3,459 | -$3,459 |
| 7171 SHS - WILLIAM BLAIR EM S/C GR-I | 2013-06-17 | 2018-11-27 | $103,841 | $110,000 | -$6,159 | -$6,159 |
| 475 SHS - RED HAT INC | 2013-02-15 | 2018-12-12 | $84,035 | $26,619 | $57,416 | $57,416 |
| 600 SHS - PROGRESSIVE CORP | 2018-09-21 | 2018-12-20 | $35,985 | $42,462 | -$6,477 | -$6,477 |
| 1325 SHS - BWX TECHNOLOGIES INC | 2016-08-23 | 2018-12-20 | $51,145 | $52,881 | -$1,736 | -$1,736 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $191,563 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,871 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,371,924 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061921 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,297 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,171,658 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,705 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,220,881 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050298 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,172,218 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048591 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,831 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,904,629 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046114 | DistributionYr5Rt |
| Total Distribution | 0.253109 | TotalDistributionRt |
| Average Distribution | 0.050622 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,751,745 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $139,299 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,998 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $141,297 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,127 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,997 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,997 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,997 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $83 | OverpaymentAmt |
| Applied To ES Tax | $83 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | W JAMES TRUETTNER III | IndividualWithBooksNm |
| Phone | 9703495883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | CRESTED BUTTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| W JAMES TRUETTNER JR | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | PRESIDENT | 5.00 | $2,000 | $0 | $0 |
| W JAMES TRUETTNER III | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | SECRETARY-TREASURER | 5.00 | $2,000 | $0 | $0 |
| NANCY H TRUETTNER | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,545,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $247,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,793,650 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,793,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,751,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,587 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,587 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,997 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,997 | TotalTaxAmt |
| Distributable Before Adj | $133,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $133,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $133,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,127 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,127 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,127 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $33,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,261 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,127 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,463 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,463 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,798 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $21,798 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS CENTER | ||||||||
| PO BOX 1639 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| ALL HANDS AND HEARTS-SMART RESPONSE | ||||||||
| 6 COUNTY ROAD SUITE 6 | MATTAPOISETT | MA | 02739 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| AMERICAN FARMLAND TRUST | ||||||||
| 1150 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| AMERICAN RIVERS | ||||||||
| PO BOX 96158 | WASHINGTON | DC | 20077 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BOULDER JUNCTION PUBLIC LIBRARY | ||||||||
| PO BOX 9 | BOULDER JUNCTION | WI | 54512 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| BOULDER JUNCTION VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 395 | BOULDER JUNCTION | WI | 545120395 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BRAIN ANEURYSM FOUNDATION | ||||||||
| 269 HANOVER ST | HANOVER | MA | 02339 | N/A | PUBLIC CHARITY | RESEARCH | $2,000 | |
| BURR AND BURTON ACADEMY | ||||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | N/A | PUBLIC CHARITY | EDUCATIONAL | $2,000 | |
| COLORADO COLLEGE | ||||||||
| PO BOX 1117 | COLORADO SPRINGS | CO | 80901 | N/A | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| COLUMBIA COLLEGE-CHICAGO | ||||||||
| 600 SOUTH MICHIGAN AVE | CHICAGO | IL | 60605 | N/A | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| CRESTED BUTTE COMMUNITY SCHOOL PTSA | ||||||||
| 19221 N STATE HWY 135 | ALMONT | CO | 81210 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| CRESTED BUTTE MOUNTAIN THEATRE | ||||||||
| PO BOX 611 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $250 | |
| CRESTED BUTTE NORDIC CENTER | ||||||||
| 620 2ND ST | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,610 | |
| CRESTED BUTTE SNOWSPORTS FOUNDATION | ||||||||
| PO BOX 56 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| DAVID SHELDRICK WILDLIFE TRUST | ||||||||
| 25683 CABOT RD SUITE 101 | LAGUNA HILLS | CA | 92653 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| DENEVER BOTANIC GARDENS | ||||||||
| 909 YORK ST | DENVER | CO | 80206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $90 | |
| DENVER EARTH RESOURCES LIBRARY | ||||||||
| 730 17TH ST SUITE B-1 | DENVER | CO | 80202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| DENVER MUSEUM OF NATURE & SCIENCE | ||||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| DORSET HISTORICAL SOCIETY | ||||||||
| PO BOX 52 | DORSET | VT | 05251 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| DORSET VILLAGE LIBRARY | ||||||||
| PO BOX 38 | DORSET | VT | 05251 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| EL DORADO COUNTY SEARCH AND RESCUE | ||||||||
| PO BOX 721 | PLACERVILLE | CA | 95667 | N/A | GOVERNMENT | GENERAL SUPPORT | $750 | |
| FRIENDS OF HILDENE | ||||||||
| 1005 HILDENE RD | MANCHESTER | VT | 05254 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| GREEN MOUNTAIN CLUB | ||||||||
| 4711 WATERBURY-STOWE RD | WATERBURY | VT | 05677 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| GUNNISON VALLEY HEALTH FOUNDATION | ||||||||
| 711 NORTH TAYLOR ST | GUNNISON | CO | 81230 | N/A | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| H3O FOUNDATION | ||||||||
| 2130 PAMPLONA CT | ESCONDITO | CA | 92025 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| INDIAN RIVER MEDICAL FOUNDATION | ||||||||
| 1000 36TH ST | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| KBUT-FM | ||||||||
| PO BOX 308 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| KEEWAYDIN FOUNDATION | ||||||||
| 950 WEST SHORE ROAD | SALISBURY | VT | 05769 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| LAKE TAHOE HUMANE SOCIETY | ||||||||
| PO BOX 7945 | SOUTH LAKE TAHOE | CA | 96158 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| LEAGUE TO SAVE LAKE TAHOE | ||||||||
| 2608 LAKE TAHOE BLVD | S LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| LIVING JOURNEYS | ||||||||
| PO BOX 2024 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| LIVING LANDS & WATERS | ||||||||
| 17615 ROUTE 84N | E MILINE | IL | 61244 | N/A | PUBLIC CHARITY | PRESERVATION OF ENVIRONMENT | $3,000 | |
| LUCILE PACKARD FOUNDATION | ||||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MANITO ART LEAGUE | ||||||||
| PO BOX 298 | MANITOWISH WATERS | WI | 54545 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| MANITOWISH WATERS CHAMBER OF COMMERCE | ||||||||
| PO BOX 251 | MANITOWISH WATERS | WI | 54545 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| MAX'S HELPING PAWS FOUNDATION | ||||||||
| 451 CANYON DEL RAY BLVD | DEL RAY OAKS | CA | 93940 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| MCKEE BOTANICAL GARDENS | ||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| MERCK FOREST & FARMLAND CENTER | ||||||||
| PO BOX 86 | RUPERT | VT | 05768 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| MONTEREY BAY AQUARIUM | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| NATIONAL MS SOCIETY | ||||||||
| 1700 OWENS ST STE 190 | SAN FRANCISCO | CA | 94158 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1201 EYE ST NW SUITE 550B | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| NORTH LAKELAND DISCOVERY CENTER | ||||||||
| PO BOX 237 | MANITOWICH WATERS | WI | 54545 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| NORTHSHIRE RESCUE SQUAD | ||||||||
| PO BOX 26 | MANCHESTER CENTER | VT | 05255 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| NORTHWESTERN LAKE FOREST HOSPITAL | ||||||||
| ATTN OFFICE OF PHILANTHROPY 660 N | LAKE FOREST | IL | 60045 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | WESTMORELAND |
| OKIZU FOUNDATION | ||||||||
| 83 HAMILTON DR 200 | NOVATO | CA | 94949 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $412 | |
| OLD ELM SCHOLARSHIP FUND | ||||||||
| 800 OLD ELM ROAD | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| ORCA CONSERVANCY | ||||||||
| PO BOX 16628 | SEATTLE | WA | 98116 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| PARADISE ANIMAL WELFARE SOCIETY | ||||||||
| PO BOX 531 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| PEACE OF MIND DOG RESCUE | ||||||||
| PO BOX 51554 | PACIFIC GROVE | CA | 93950 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PROJECT PURPLE | ||||||||
| PO BOX 884 | SEYMOUR | CT | 06483 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 | |
| RED ARROW CAMP FOUNDATION | ||||||||
| 780 N WATER ST | MILWAUKEE | WI | 63202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| RIVERSIDE THEATRE | ||||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $6,000 | |
| SACRAMENTO JUNIOR TENNIS FUND | ||||||||
| 4013 ESPERANZA DR | SACRAMENTO | CA | 95864 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| SANTA ELENA PROJECT OF ACCOMPANIMENT | ||||||||
| 192 FOREST ST | OBERLIN | OH | 44074 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| SAVE THE CHIMPS | ||||||||
| PO BOX 12220 | FT PIERCE | FL | 34979 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SHENANDOAH UNIVERSITY | ||||||||
| 1460 UNIVERSITY DRIVE | WINCHESTER | VA | 22601 | N/A | PUBLIC CHARITY | EDUCATIONAL | $25,000 | |
| SIGMA XI SCIENTIFIC RESEARCH HONOR SOCIETY | ||||||||
| PO BOX 13975 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| SOUTH TAHOE CANCER LEAGUE | ||||||||
| PO BOX 179562 | S LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| SOUTHERN VERMONT ARTS CENTER INC | ||||||||
| 930 E MANCHESTER ROAD | MANCHESTER | VT | 05254 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| PO BOX 1893 | MEMPHIS | TN | 38101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| TAHOE ARTS PROJECT | ||||||||
| PO BOX 14281 | S LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| TAHOE WOMEN'S COMMUNITY FUND | ||||||||
| PO BOX 18069 | S LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| TAHOE YOUTH AND FAMILY SERVICES | ||||||||
| 1021 FREEMONT AVENUE | S LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THE BIRCH BARK FOUNDATION | ||||||||
| 101 COOPER ST | SANTA CRUZ | CA | 95060 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE BOAT COMPANY | ||||||||
| 1200 18TH ST NW STE 900 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| THE DEGREGORIO FAMILY FOUNDATION | ||||||||
| PO BOX 236 | PLEASANTVILLE | NY | 10570 | N/A | PUBLIC CHARITY | RESEARCH | $1,088 | |
| THE DORSET PLAYERS INC | ||||||||
| 104 CHENEY RD | DORSET | VT | 05251 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| THE KINKAID SCHOOL | ||||||||
| PO BOX 301765 | DALLAS | TX | 75303 | N/A | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| THE MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER ROAD | FORT CRONKHITE SAUSALI | CA | 94965 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE SPCA FOR MONTEREY COUNTY | ||||||||
| PO BOX 3058 | MONTEREY | CA | 93942 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| TOWN OF BOULDER JUNCTION | ||||||||
| PO BOX 616 | BOULDER JUNCTION | WI | 54512 | N/A | GOVERNMENT | GENERAL SUPPORT | $250 | |
| UNION CONGREGATIONAL CHURCH | ||||||||
| PO BOX 726 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| UNIVERSITY OF CLAIFORNIA DAVIS | ||||||||
| ONE SHIELDS AVE | DAVIS | CA | 95616 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| VERO BEACH MUSEUM OF ART | ||||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| VNA & HOSPICE FOUNDATION | ||||||||
| 1111 36TH ST | VERO BEACH | FL | 32960 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| WESTON PLAYHOUSE THEATRE COMPANY | ||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| WETLANDS INITIATIVE | ||||||||
| 53 WEST JACKSON BLVD SUITE 1015 | CHICAGO | IL | 60604 | N/A | PUBLIC CHARITY | RESTORATION OF WETLANDS | $6,000 | |
| WIKIMEDIA FOUNDATION INC | ||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PUBLIC CHARITY | EDUCATIONAL | $3,000 | |
| WOLF HAVEN INTERNATIONAL | ||||||||
| 3111 OFFUT LAKE ROAD SE | TENINO | WA | 98589 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| ZION EPISCOPAL CHURCH | ||||||||
| 301 EAST CONGRESS ST | CHARLES TOWN | WV | 25414 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,550 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,987 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $191,563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $209,550 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209,550 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $2,130 | $0 | $2,130 |
| LEGAL FEES | $197 | $0 | $197 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS INVESTMENTS | StockNm |
| EOY Book Value | $1,356,015 | EOYBookValueAmt |
| EOYFMV | $2,206,201 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $225 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $225 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $9,719 | Amt |
| Net Investment Income | $9,719 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $6,043 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments