BETA

The Browning Family Foundation: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
The Browning Family Foundation (EIN 45-3668378)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-05
IRS object ID
201902489349100310
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)
Return2019-09-05T13:14:52-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453668378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Browning Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBROWBusinessNameControlTxt
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)
PersonPERRY BROWNINGPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-08-26SignatureDt
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 Id06391520192485000007FederalOriginalSubmissionId
Federal Original Submission Id2019-09-05FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id54CCAE8F7BC02385263C2CCCA723B6609AD4C170AtSubmissionCreationDeviceId
At Submission Filing Device Id78D185D94E59032E4B5D677F857013E059842DEAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$752,192FMVAssetsEOYAmt
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$638InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$638InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,681DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,681DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$50,431NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$608,789GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,431CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$73,750TotalRevAndExpnssAmt
Total Net Invst Incm$73,750TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$15,862OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,862OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$900TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$32,605OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,537OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$49,367TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,862TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,537TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,167TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,862TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,337TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,417ExcessRevenueOverExpensesAmt
Net Investment Income$57,888NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$61,840SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,146SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,146SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$381,740CorporateStockBOYAmt
Corporate Stock EOY$775,528CorporateStockEOYAmt
Corporate Stock EOYFMV$721,846CorporateStockEOYFMVAmt
Corporate Bonds BOY$395,043CorporateBondsBOYAmt
Corporate Bonds EOY$30,948CorporateBondsEOYAmt
Other Investments BOY$57,316OtherInvestmentsBOYAmt
Other Investments EOY$61,900OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,200OtherInvestmentsEOYFMVAmt
Total Assets BOY$895,939TotalAssetsBOYAmt
Total Assets EOY$883,522TotalAssetsEOYAmt
Total Assets EOYFMV$752,192TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$895,939RetainedEarningBOYAmt
Retained Earning EOY$883,522RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$895,939TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$883,522TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$895,939TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$883,522TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$895,939TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,417ExcessRevenueOverExpensesAmt
Subtotal$883,522SubtotalAmt
Tot Net Ast Or Fund Balances EOY$883,522TotNetAstOrFundBalancesEOYAmt

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$608,789GrossSalesPriceAmt
Cost Or Other Basis$558,358CostOrOtherBasisAmt
Gain Or Loss$50,431GainOrLossAmt
Gains Minus Excess Or Losses$50,431GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$50,431CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,045AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$872,885NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043585DistributionYr1Rt
Adjusted Qlfy Distri Yr2$46,245AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$799,957NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057809DistributionYr2Rt
Adjusted Qlfy Distri Yr3$51,269AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$906,058NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056585DistributionYr3Rt
Adjusted Qlfy Distri Yr4$53,178AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,073,580NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049533DistributionYr4Rt
Adjusted Qlfy Distri Yr5$29,633AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,076,390NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.02753DistributionYr5Rt
Total Distribution0.235042TotalDistributionRt
Average Distribution0.047008AverageDistributionRt
Net Vl Noncharitable Assets$871,589NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$40,972AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$579NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,551AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,337QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$579InvestmentIncomeExciseTaxAmt
Subtotal$579SubtotalAmt
Tax Based On Investment Income$579TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,218EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,218TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$639OverpaymentAmt
Applied To ES Tax$639AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Nancy Browning
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
Perry Browning
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$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$842,056AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,606AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$15,200FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$884,862TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$884,862AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,273CashDeemedCharitableAmt
Net Vl Noncharitable Assets$871,589NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,579MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,579MinimumInvestmentReturnAmt
Tax Based On Investment Income$579TaxBasedOnInvestmentIncomeAmt
Total Tax$579TotalTaxAmt
Distributable Before Adj$43,000DistributableBeforeAdjAmt
Distributable Before Ded$43,000DistributableBeforeDedAmt
Distributable As Adjusted$43,000DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,337ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$45,337QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$579PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$44,758AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,000DistributableAsAdjustedAmt
Undistributed Income PY$42,177UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Qualifying Distributions$45,337QualifyingDistributionsAmt
Applied To Year1$42,177AppliedToYear1Amt
Applied To Current Year$3,160AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$39,840UndistributedIncomeCYAmt
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 ManagerNancy BrowningContributingManagerNm
Contributing ManagerPerry BrowningContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BARRE YOUTH SPORTS ASSOCIATION INC
PO BOX 821BARREVT05641N/APCGeneral & Unrestricted$1,000
BUDDY BASEBALL INC
PO BOX 290361TEMPLE TERRACEFL33687N/APCGeneral & Unrestricted$500
CENTRAL VERMONT CATHOLIC SCHOOL
79 SUMMER STBARREVT05641N/APCGeneral & Unrestricted$2,500
CENTRAL VERMONT HOME HEALTH & HOSPICE INC
600 GRANGER RDBARREVT05641N/APCGeneral & Unrestricted$750
CORPUS CHRISTI PARISH
49 WINTER STST JOHNSBURYVT05819N/APCStained glass windows Project$1,000
FRASER
2400 W 64TH STRICHFIELDMN55423N/APCGeneral & Unrestricted$1,000
GREEN MOUNTAIN UNITED WAY
73 MAIN ST STE 33MONTPELIERVT05602N/APCGeneral & Unrestricted$500
KIWANIS FOUNDATION OF NEW ENGLAND INC
PO BOX 2307WESTFIELDMA01086N/APCKiwanis Club of Barre, VT$500
MAKE A WISH FOUNDATION OF VERMONT
1702 E HIGHLAND AVE STE 400PHOENIXAZ85016N/APCCharitable Event$1,000
OUR LADY OF LOURDES CATHOLIC CHURCH
7500 PEARL STBETHESDAMD20814N/APCGeneral & Unrestricted$500
ROMAN CATHOLIC DIOCESE OF BURLINGTON
55 JOY DRS BURLINGTONVT05403N/APC2018 Annual Appeal Campaign$5,000
ST AUGUSTINE CATHOLIC CHURCH
16 BARRE STMONTPELIERVT05602N/APCGeneral & Unrestricted$7,050
ST AUGUSTINE CATHOLIC CHURCH
16 BARRE STMONTPELIERVT05602N/APCRoof & other capital improvements$1,000
ST ELIZABETH OF HUNGARY PARISH
70 MARSHALL STNORTH ADAMSMA01247N/APCGeneral & Unrestricted$4,500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDES PLMEMPHISTN38105N/APCGeneral & Unrestricted$1,000
ST JOHN'S COLLEGE HIGH SCHOOL
2607 MILITARY RDWASHINGTONDC20015N/APCEngineering Scholarship Fund$1,000
ST MONICA CATHOLIC CHURCH
79 SUMMER STBARREVT05641N/APCChurch & Rectory Improvements$2,000
UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLE
411 MAIN STBURLINGTONVT05401N/APCGeneral & Unrestricted$2,500
VERMONT CATHOLIC CHARITIES INC
55 JOY DRS BURLINGTONVT05403N/APCGeneral & Unrestricted$1,000
VERMONT JOURNALISM TRUST DBA VTDIGGER-ORG
26 STATE ST STE 8MONTPELIERVT05602N/APCGeneral & Unrestricted$500
VERMONT PUBLIC RADIO
365 TROY AVECOLCHESTERVT05446N/APCGeneral & Unrestricted$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,800TotalGrantOrContriPdDurYrAmt

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$638ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,681ExclusionAmt
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$50,431ExclusionAmt
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$73,750ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$73,750TotalIncomeProducingActyAmt

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMOLYCORP INC - 10.000% - 06/01BondNm
EOY Book Value$30,948EOYBookValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EMQQ THE EMERGING MARKETS INTE$90,535$62,742
FIRST TRUST DOW JONES INTERNET$71,187$69,996
FIRST TRUST EMERGING MARKETS S$84,224$72,460
FIRST TRUST EUROZONE ALPHADEX$91,340$69,438
FIRST TRUST FINANCIALS ALPHADE$75,553$74,359
FIRST TRUST MORNINGSTAR DIVIDE$84,567$82,101
INVESCO QQQ TRUST$99,719$112,455
SPDR DJ SMALLCAP GRW$72,229$75,516
SPDR GOLD SHARES$28,412$27,524
SPDR RUSSELL 2000 LOW VOLATILI$77,762$75,255

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemTHE HARTFORD POLICYCategoryOrItemTxt
Book Value$61,900BookValueAmt
EOYFMV$15,200EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$8,512$8,512
NET LIFE INSURANCE PREMIUM$24,068
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$15,862Amt
Net Investment Income$15,862NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2018CategoryTxt
Amt$900Amt

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