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THE JAMES R AND ELIZABETH P HOLT FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE JAMES R AND ELIZABETH P HOLT FAMILY FOUNDATION (EIN 38-7104646)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201911339349102041
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)
Return2019-05-13T13:03:00-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463435680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LG LEGACY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1715 TWINING ROAD SUITE 214AddressLine1Txt
CityDRESHERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19025ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN387104646EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JAMES R AND ELIZABETH P HOLT FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone6106874458PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 DARBY PAOLI ROADAddressLine1Txt
CityWAYNECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES R HOLT JRPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone6106874458PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN O'SULLIVAN CPAPreparerPersonNm
PTINP01080035PTIN
Phone2675408077PhoneNum
Preparation2019-04-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm13:55:57IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id098BBB7150F8553EC7B9FB1277DAF4AE78657275AtSubmissionCreationDeviceId
At Submission Filing Device Id740BE58CC61B5768CAF73B5861EA1243BC5C6F6BAtSubmissionFilingDeviceId
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$98,783FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,495DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,495DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$779NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,751GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$779CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,275TotalRevAndExpnssAmt
Total Net Invst Incm$3,275TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$114OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$114OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$68TaxesRevAndExpnssAmt
Taxes Net Invst Incm$68TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$182TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$182TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,182TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$182TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,907ExcessRevenueOverExpensesAmt
Net Investment Income$3,093NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$800CashBOYAmt
Cash EOY$865CashEOYAmt
Cash EOYFMV$865CashEOYFMVAmt
Corporate Stock BOY$95,880CorporateStockBOYAmt
Corporate Stock EOY$90,908CorporateStockEOYAmt
Corporate Stock EOYFMV$97,918CorporateStockEOYFMVAmt
Total Assets BOY$96,680TotalAssetsBOYAmt
Total Assets EOY$91,773TotalAssetsEOYAmt
Total Assets EOYFMV$98,783TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY-$85,345CapitalStockBOYAmt
Capital Stock EOY-$85,345CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$182,025RetainedEarningBOYAmt
Retained Earning EOY$177,118RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$96,680TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$91,773TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$96,680TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$91,773TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$96,680TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,907ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$91,773SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$91,773TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LONG-TERMP2016-08-252018-12-31$5,748$4,972$776$776
CAPITAL GAINS DIVIDENDSP$3$3$3
FieldValueIRS element (for citing)
Capital Gain Net Income$779CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,452AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$113,881NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.205934DistributionYr1Rt
Adjusted Qlfy Distri Yr2$47,219AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$141,683NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.333272DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,741AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$186,928NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.137705DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,533AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$192,930NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.090878DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$24,616NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.767789TotalDistributionRt
Average Distribution0.153558AverageDistributionRt
Net Vl Noncharitable Assets$105,239NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$16,160AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$31NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$16,191AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$62InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$62SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$512EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$512TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$450OverpaymentAmt
Applied To ES Tax$450AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
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 BooksJAMES R HOLT JRIndividualWithBooksNm
Phone6106874458PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1425 DARBY PAOLI ROADAddressLine1Txt
CityWAYNECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES R HOLT JR
425 DARBY PAOLI ROADWAYNEPA19087CO-TRUSTEE0.00$0$0$0
ELIZABETH P HOLT
425 DARBY PAOLI ROADWAYNEPA19087CO-TRUSTEE0.00$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$106,010AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$832AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$106,842TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$106,842AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,603CashDeemedCharitableAmt
Net Vl Noncharitable Assets$105,239NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,262MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,262MinimumInvestmentReturnAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Total Tax$62TotalTaxAmt
Distributable Before Adj$5,200DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,200DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,200DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,200DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$9,343ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,433ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,497ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,854ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$84,127TotalExcessDistributionCyovAmt
Qualifying Distributions$8,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,200AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,800RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$86,927TotalCorpusAmt
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$86,927ExcessDistriCyovToNextYrAmt
Excess From Year4$9,343ExcessFromYear4Amt
Excess From Year3$16,433ExcessFromYear3Amt
Excess From Year2$40,497ExcessFromYear2Amt
Excess From Year1$17,854ExcessFromYear1Amt
Excess From Current Year$2,800ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES R HOLT JRContributingManagerNm
Contributing ManagerELIZABETH P HOLTContributingManagerNm
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
AFRICAN EDUCATION PROGRAM
19 DONNA LANEWAYNEPA19087NONEPCEDUCATIONAL$4,500
SIASCONSET UNION CHAPEL
18 NEW STREETSIASCONSETMA02554NONEPCRELIGIOUS$1,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREET 11TH FLOORNEW YORKNY10011NONEPCENVIRONMENTAL$1,000
FRANKLIN INSTITUTE
222 N 20TH STREETPHILADELPHIAPA19103NONEPCEDUCATIONAL$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt
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$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,495ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$779ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,275ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,275TotalIncomeProducingActyAmt

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)
StockCORPORATE STOCKStockNm
EOY Book Value$90,908EOYBookValueAmt
EOYFMV$97,918EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$114Amt
Net Investment Income$114NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$68Amt
Net Investment Income$68NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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