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COUTTS & CLARK WESTERN FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
COUTTS & CLARK WESTERN FOUNDATION INC (EIN 22-3772219)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201911309349101986
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)
Return2019-05-10T12:26:03-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232174309PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMAS M GILL & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1838 SHOEMAKER AVENUEAddressLine1Txt
CityW WYOMINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18644ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223772219EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COUTTS & CLARK WESTERN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOUTBusinessNameControlTxt
Phone2844418507PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1739 RIDGE ROADAddressLine1Txt
CityDURANGOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCANDICE CARSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2844418507PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN GILLPreparerPersonNm
PTINP01247548PTIN
Phone5706932460PhoneNum
Preparation2019-05-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.241.171.129IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm11:19:45IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdADF89A2E7B60055A621447821763A4AFBA6FF256AtSubmissionCreationDeviceId
At Submission Filing Device IdADF89A2E7B60055A621447821763A4AFBA6FF256AtSubmissionFilingDeviceId
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$1,269,029FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$57,118DividendsRevAndExpnssAmt
Dividends Net Invst Incm$57,118DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,942NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$128,835GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,942CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$65,060TotalRevAndExpnssAmt
Total Net Invst Incm$65,060TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$3,177TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,822OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,999TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,530ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,530ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$120,529TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$110,530TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$55,469ExcessRevenueOverExpensesAmt
Net Investment Income$65,060NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$24,029SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$24,029SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$24,029SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,330,855CorporateStockBOYAmt
Corporate Stock EOY$1,285,887CorporateStockEOYAmt
Corporate Stock EOYFMV$1,245,000CorporateStockEOYFMVAmt
Total Assets BOY$1,354,884TotalAssetsBOYAmt
Total Assets EOY$1,309,916TotalAssetsEOYAmt
Total Assets EOYFMV$1,269,029TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,354,884UnrestrictedBOYAmt
Unrestricted EOY$1,309,916UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,354,884TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,309,916TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,354,884TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,309,916TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,354,884TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$55,469ExcessRevenueOverExpensesAmt
Other Increases$10,501OtherIncreasesAmt
Subtotal$1,309,916SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,309,916TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCHARLES SCWHAB ACCOUNTPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-01-01AcquiredDt
Sold2018-10-01SoldDt
Gross Sales Price$128,835GrossSalesPriceAmt
Cost Or Other Basis$120,893CostOrOtherBasisAmt
Gain Or Loss$7,942GainOrLossAmt
Gains Minus Excess Or Losses$7,942GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$7,942CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$102,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,847,827NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055200DistributionYr1Rt
Adjusted Qlfy Distri Yr2$58,064AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$202,245NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.287097DistributionYr2Rt
Adjusted Qlfy Distri Yr3$58,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,763,928NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.033335DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,090AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,712,118NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030424DistributionYr4Rt
Adjusted Qlfy Distri Yr5$62,670AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,557,116NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040247DistributionYr5Rt
Total Distribution0.446303TotalDistributionRt
Average Distribution0.089261AverageDistributionRt
Net Vl Noncharitable Assets$21,681NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,935AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$651NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,586AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$110,530QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$651InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$651SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$651TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$26EsPenaltyAmt
Tax Due$677TaxDueAmt

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 StateCOOrgReportOrRegisterStateCd
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 BooksCANDICE CARSONIndividualWithBooksNm
Phone5057444420PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1793 RIDGE ROADAddressLine1Txt
CityDURANGOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81303ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CANDICE CARSON
793 RIDGE ROADDURANGOCO81303DIRECTOR0.00$0$0$0
GEORGE BANKER
793 RIDGE ROADDURANGOCO81303DIRECTOR0.00$0$0$0
PENNY O'KEEFE
1041 COUNTY ROAD 307DURANGOCO81301DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,011AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,011TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,011AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$330CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,681NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,084MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,084MinimumInvestmentReturnAmt
Tax Based On Investment Income$651TaxBasedOnInvestmentIncomeAmt
Total Tax$651TotalTaxAmt
Distributable Before Adj$433DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$433DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$433DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$110,530ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$110,530QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$651PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$109,879AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$433DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$49,824ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,630ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$63,454TotalExcessDistributionCyovAmt
Qualifying Distributions$110,530QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$433AppliedToCurrentYearAmt
Remaining Distri From Corpus$110,097RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$173,551TotalCorpusAmt
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$173,551ExcessDistriCyovToNextYrAmt
Excess From Year2$49,824ExcessFromYear2Amt
Excess From Year1$13,630ExcessFromYear1Amt
Excess From Current Year$110,097ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCANDICE CARSO CO COUTTS AND CLARK WRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1793 RIDGE ROADAddressLine1Txt
CityDURANGOCityNm
State AbbreviationCOStateAbbreviationCd
ZIP81301ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9702596169RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIED FORM - HOWEVER AN APPLICATION FORM MAY BE REQUESTEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU OF CO
303 E 17TH AVEDENVERCO80203NONEPUBLIC CHARITYCHARITABLE$5,000
BEAR SMART
PO BOX 2291DURANGOCO81328NONEPUBLIC CHARITYCHARITABLE$5,000
ANIMAS HIGH SCHOOL
PO BOX 4414DURANGOCO81301NONEPUBLIC CHARITYCHARITABLE$6,530
ST MARGARETS EPOSICOPAL SCHOOL
31641 LA NOVIA AVESAN JUAN CAPISTRANOCA92675NONEPUBLIC CHARITYCHARITABLE$2,500
FLC FOUNDATION
1000 RIM DRIVEDURANGOCO81301NONEPUBLIC CHARITYCHARITABLE$16,500
FRONTIERS OF SCIENCE
501 20TH ST BOX 123GREELEYCO80639NONEPUBLIC CHARITYCHARITABLE$5,000
JOHNSONBURG HIGH SCHOOL
315 HS ROADJOHNSONBURGPA15845NONEPUBLIC CHARITYCHARITABLE$4,000
WELLNESS AND PREVENTION CENTER
700 AVENIDA PICOSAN CLEMENTECA92673NONEPUBLIC CHARITYCHARITABLE$2,500
MOUNTAIN STUDIES INSTITUTE
1306 3RD AVEDURANGOCO81301NONEPUBLIC CHARITYCHARITABLE$16,500
PLANNED PARENTHOOD
46 SUTTLE STREETDURANGOCO81303NONEPUBLIC CHARITYCHARITABLE$20,000
SHANTA FOUNDATION
BOX 163DURANGOCO81302NONEPUBLIC CHARITYCHARITABLE$20,000
WOMENS RESOURCE CENTER
679 E 2ND AVEDURANGOCO81301NONEPUBLIC CHARITYCHARITABLE$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,530TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,118ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$7,942ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$65,060ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$65,060TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME FROM ROUTINE AND ORDINARY INVESTMENTS
8INVESTMENT INCOME FROM ROUTINE AND ORDINARY INVESTMENTS

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB INVESTMENTSStockNm
EOY Book Value$1,285,887EOYBookValueAmt
EOYFMV$1,245,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEES - SCHWABDesc
Revenue And Expenses Per Books$6,822RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR CHANGE IN INVESTMENTDesc
Amt$10,501Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$3,177Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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