BETA

STEELE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
STEELE FOUNDATION (EIN 36-3512880)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-02
IRS object ID
201911229349100416
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)
Return2019-05-02T09:31:04-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN800216187PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'Malley & Kwit LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1321 N Clark St Suite 930AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363512880EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Steele FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEEBusinessNameControlTxt
Phone3124744110PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 6569AddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRalph SegallPersonNm
Person TitleDirectorPersonTitleTxt
Phone3124744110PhoneNum
Signature2019-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatrick W O'MalleyPreparerPersonNm
PTINP00446247PTIN
Phone3122450077PhoneNum
Preparation2019-04-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.65.108.173IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-30IPDt
IP Tm18:54:48IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7C4DE3B8BC90136EADE6CD04596E771F0AA3A2DAAtSubmissionCreationDeviceId
At Submission Filing Device Id62D9613E99B688E30751975E3852AFAFD88B447BAtSubmissionFilingDeviceId
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$994,535FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,798ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$328InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$328InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,466DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,424DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,488NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$250,746GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,488CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$60,080TotalRevAndExpnssAmt
Total Net Invst Incm$53,240TotalNetInvstIncmAmt
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$1,395AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$509TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$419OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,323TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,323TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,757ExcessRevenueOverExpensesAmt
Net Investment Income$53,240NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$266,330SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$127,219SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$127,219SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$63,448USGovernmentObligationsBOYAmt
US Government Obligations EOY$196,948USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$198,417USGovtObligationsEOYFMVAmt
Corporate Stock BOY$449,060CorporateStockBOYAmt
Corporate Stock EOY$455,058CorporateStockEOYAmt
Corporate Stock EOYFMV$510,872CorporateStockEOYFMVAmt
Other Investments BOY$161,201OtherInvestmentsBOYAmt
Other Investments EOY$163,571OtherInvestmentsEOYAmt
Other Investments EOYFMV$158,027OtherInvestmentsEOYFMVAmt
Total Assets BOY$940,039TotalAssetsBOYAmt
Total Assets EOY$942,796TotalAssetsEOYAmt
Total Assets EOYFMV$994,535TotalAssetsEOYFMVAmt
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$940,039RetainedEarningBOYAmt
Retained Earning EOY$942,796RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$940,039TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$942,796TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$940,039TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$942,796TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$940,039TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,757ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$942,796SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$942,796TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GrouponP2018-08-062018-11-15$11,803$18,797-$6,994-$6,994
Mohawk IndustriesP2018-01-262018-07-26$9,066$13,311-$4,245-$4,245
Adobe IncP2015-04-102018-10-25$12,638$3,830$8,808$8,808
Advansix IncP2015-10-062018-04-16$214$78$136$136
Energizer HoldingsP2014-02-062018-10-25$11,318$5,690$5,628$5,628
FidelityP2015-01-122018-12-25$19,503$16,961$2,542$2,542
Garrett Motion IncP2015-10-062018-10-25$222$169$53$53
Hologic IncP2012-12-032018-02-15$29,397$14,062$15,335$15,335
Integrated DeviceP2017-01-092018-09-14$61,182$32,334$28,848$28,848
LKQ CorpP2014-02-062018-10-30$16,036$16,197-$161-$161
Newlink Genetics CoP2012-12-032018-07-17$3,708$9,535-$5,827-$5,827
Treehouse Foods IncP2016-01-272018-01-29$5,914$9,391-$3,477-$3,477
US Treasury BillP2018-04-182018-10-25$69,544$68,892$652$652
Resideo TechnologiesP2015-10-062018-10-29$14$11$3$3
Capital Gains DividendsP$187$187$187
FieldValueIRS element (for citing)
Capital Gain Net Income$41,488CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$76,876AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$961,377NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.079964DistributionYr1Rt
Adjusted Qlfy Distri Yr2$206,971AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,027,711NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.201390DistributionYr2Rt
Adjusted Qlfy Distri Yr3$57,050AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,413,154NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040371DistributionYr3Rt
Adjusted Qlfy Distri Yr4$31,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,250,865NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.025183DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,438AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$323,892NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.069276DistributionYr5Rt
Total Distribution0.416184TotalDistributionRt
Average Distribution0.083237AverageDistributionRt
Net Vl Noncharitable Assets$989,810NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$82,389AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$532NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$82,921AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,065InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,065SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,065TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,436EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,436TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,371OverpaymentAmt
Applied To ES Tax$4,371AppliedToESTaxAmt
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 StateILOrgReportOrRegisterStateCd
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 BooksRalph SegallIndividualWithBooksNm
Phone3124744110PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11131 Sheridan RoadAddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60202ZIPCd
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

FieldValueIRS element (for citing)
PersonRalph SegallPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 6569AddressLine1Txt
CityEvanstonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60204ZIPCd
FieldValueIRS element (for citing)
TitlePresident/DirectorTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$827,511AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$177,372AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,004,883TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,004,883AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,073CashDeemedCharitableAmt
Net Vl Noncharitable Assets$989,810NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,491MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,491MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,065TaxBasedOnInvestmentIncomeAmt
Total Tax$1,065TotalTaxAmt
Distributable Before Adj$48,426DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$48,426DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$48,426DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$55,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$55,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,426DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$152,983ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,055ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$182,038TotalExcessDistributionCyovAmt
Qualifying Distributions$55,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,426AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,574RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$188,612TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$188,612ExcessDistriCyovToNextYrAmt
Excess From Year2$152,983ExcessFromYear2Amt
Excess From Year1$29,055ExcessFromYear1Amt
Excess From Current Year$6,574ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Beyond the Baby Blues
PO Box 6579EvanstonIL60204NonePublic CharityEducational$25,000
Beyond the Baby Blues
PO Box 6579EvanstonIL60204NonePublic CharityEducational$25,000
COPE Family Support Center
2280 Diamond Blvd Suite 460ConcordCA94520NonePublic CharityEducational$2,000
Lifeline Theatre
6912 N Glenwood AveChicagoIL60626NonePublic CharityEducational$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,000TotalGrantOrContriPdDurYrAmt
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$328ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,466ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,488ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$54,282ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,282TotalIncomeProducingActyAmt

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)
CategoryAccounting FeesCategoryTxt
Amt$1,395Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate StockStockNm
EOY Book Value$455,058EOYBookValueAmt
EOYFMV$510,872EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$130,997USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$131,589USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$65,951StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$66,828StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Equity FundsAT COST$139,856$133,777
SPDR Gold TrustAT COST$23,715$24,250

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Expense$305$0$0
Post Office Expense$114$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Tax PaidCategoryTxt
Amt$509Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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