JONATHAN A HOLLOWAY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JONATHAN A HOLLOWAY FOUNDATION (EIN 72-1543908)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-30
IRS object ID
201913039349100516
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)
Return2019-10-30T12:47:50-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841839663PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON BROS CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11810 E SCHNEIDMILLER AVENUE STEAddressLine1Txt
CityPOST FALLSCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83854ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721543908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JONATHAN A HOLLOWAY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJONABusinessNameControlTxt
Phone2086610588PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15293 EAST POLELINE AVEAddressLine1Txt
CityPOST FALLSCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83854ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID HOLLOWAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2086610588PhoneNum
Signature2019-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTONI A HACKWITHPreparerPersonNm
PTINP00073652PTIN
Phone2087771099PhoneNum
Preparation2019-10-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.146.240.73IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-30IPDt
IP Tm12:47:50IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC7559ACA00B64E046973BF4CB0DF52CA14A1C8D4AtSubmissionCreationDeviceId
At Submission Filing Device IdA017B2D8D0B256535EBCFAE18D495CFFD1AB0511AtSubmissionFilingDeviceId
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$1,339,227FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$130InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$130InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$130InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$40,644DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,644DividendsNetInvstIncmAmt
Dividends Adj Net Incm$40,644DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$48,868NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$367,335GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,048CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$148OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$148OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$148OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$89,790TotalRevAndExpnssAmt
Total Net Invst Incm$60,970TotalNetInvstIncmAmt
Total Adj Net Incm$40,922TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,789AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,789AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,460TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,460TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$8,679OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,617OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$62OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,928TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,077TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,851TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,735ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,735ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,663TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,077TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,586TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$32,127ExcessRevenueOverExpensesAmt
Net Investment Income$50,893NetInvestmentIncomeAmt
Adjusted Net Income$40,922AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$39,659CashBOYAmt
Cash EOY$75,928CashEOYAmt
Cash EOYFMV$75,928CashEOYFMVAmt
Corporate Stock BOY$1,292,739CorporateStockBOYAmt
Corporate Stock EOY$1,288,597CorporateStockEOYAmt
Corporate Stock EOYFMV$1,263,299CorporateStockEOYFMVAmt
Total Assets BOY$1,332,398TotalAssetsBOYAmt
Total Assets EOY$1,364,525TotalAssetsEOYAmt
Total Assets EOYFMV$1,339,227TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,332,398UnrestrictedBOYAmt
Unrestricted EOY$1,364,525UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,332,398TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,364,525TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,332,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,364,525TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,332,398TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$32,127ExcessRevenueOverExpensesAmt
Subtotal$1,364,525SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,364,525TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$20,048CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,401AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,395,455NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036835DistributionYr1Rt
Adjusted Qlfy Distri Yr2$30,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,071,975NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.028639DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,450AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$435,232NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.106725DistributionYr3Rt
Adjusted Qlfy Distri Yr4$47,215AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$443,218NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.106528DistributionYr4Rt
Adjusted Qlfy Distri Yr5$47,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$393,254NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.120024DistributionYr5Rt
Total Distribution0.398751TotalDistributionRt
Average Distribution0.079750AverageDistributionRt
Net Vl Noncharitable Assets$1,400,424NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$111,684AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$509NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$112,193AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$47,586QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,018InvestmentIncomeExciseTaxAmt
Subtotal$1,018SubtotalAmt
Tax Based On Investment Income$1,018TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$36EsPenaltyAmt
Tax Due$1,054TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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 StateWAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID HOLLOWAYIndividualWithBooksNm
Phone2086610588PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15293 E POLELINE AVEAddressLine1Txt
CityPOST FALLSCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83854ZIPCd
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
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID HOLLOWAY
5293 E POLELINE AVEPOST FALLSID83854PRESIDENT000.00$0$0$0
ERIC SHUMAKER
1005 EAST CLUB COURTSPOKANEWA99203SECRETARY/TR000.00$0$0$0
RICHARD E KELLOGG
14926 LITTLE SPOKANE RIVER DRSPOKANEWA99208VICE PRESIDE000.00$0$0$0
JULIA A BORDEMAN
20910 COUNTY ROAD MCORTEZCO81321DIRECTOR000.00$0$0$0
CONNIE HOLLOWAY
5213 NE 180TH STREETLAKE FORESTWA98155DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,355,885AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,865AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,421,750TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,421,750AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,326CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,400,424NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,021MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,021MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,018TaxBasedOnInvestmentIncomeAmt
Total Tax$1,018TotalTaxAmt
Distributable Before Adj$69,003DistributableBeforeAdjAmt
Distributable Before Ded$69,003DistributableBeforeDedAmt
Distributable As Adjusted$69,003DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,586ExpensesAndContributionsAmt
Qualifying Distributions$47,586QualifyingDistributionsAmt
Adjusted Qualifying Distri$47,586AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,003DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$27,740ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$25,305ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$24,901ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$77,946TotalExcessDistributionCyovAmt
Qualifying Distributions$47,586QualifyingDistributionsAmt
Applied To Current Year$47,586AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$21,417ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$21,417ExcessDistributionCyovAppCYAmt
Total Corpus$56,529TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,323ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$50,206ExcessDistriCyovToNextYrAmt
Excess From Year4$25,305ExcessFromYear4Amt
Excess From Year3$24,901ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJONATHAN A HOLLOWAY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15293 POLELINE AVEAddressLine1Txt
CityPOST FALLSCityNm
State AbbreviationIDStateAbbreviationCd
ZIP83854ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5096244836RecipientPhoneNum
Form And Info And MaterialsAVAILABLE UPON REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesAVAILABLE UPON REQUESTSubmissionDeadlinesTxt
Restrictions On AwardsAVAILABLE UPON REQUESTRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtRecipient Foundation StatusRecipientFoundationStatusTxtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
ANNIE'S ORPHANS
1630 CR 214DURANGOCO81303CHARITABLE$2,500
BEST FRIENDS
5001 ANGEL CANYON RDKANABUT84741CHARITABLE$100
BIBLE STUDY FELLOW ACH
19001 HUEBNER RDSAN ANTONIOTX78258CHARITABLE$1,000
HEATH'S HAVEN DOG RESCUE
1869 E SELTICE WAYPOST FALLSID83854CHARITABLE$250PMB 314
MUSICFEST NORTHWEST
1305 N NAPA STSPOKANEWA99202CHARITABLE$15,000
NORTH IDAHO COLLEGE FOUNDATION
1000 WEST GARDEN AVENUECOEUR DALENEID83814CHARITABLE$1,000
NORTH IDAHO FAIR & RODEO
4056 N GOVERNMENT WAYCOEUR DALENEID83815CHARITABLE$710
SPOKANE SCHOLARS FOUNDATION
PO BOX 1278SPOKANEWA99210CHARITABLE$10,000PUBLIC CHARI
SPOKANE SYMPHONY ASSOCIATES
5293 E POLELINE AVEPOST FALLSID83854CHARITABLE$500
SPOKANIMAL
710 N NAPA STSPOKANEWA99202CHARITABLE$100PUBLIC CHARI
UNION GOSPEL MISSION
196 W HAYCRAFT AVECOEUR DALENEID83815CHARITABLE$300
WASHINGTON TRAILS ASSOCIATION
705 SECOND AVENUE STE 300SEATTLEWA98104CHARITABLE$5,000THE FIRESIDE CIRCLE
CHI ALPHA
1009 WILDCAT WAYELLENSBURGWA98926CHARITABLE$375
CORTEZ ANIMAL SHELTER
2791 E MAIN STCORTEZCO81321CHARITABLE$2,400
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242CHARITABLE$250
MANCOS VALLEY RESOURCES
PO BOX 204MANCOSCO81328CHARITABLE$5,000
MISS MONTANTA TO NORMANDY
5225 HIGHWAY 10 WESTMISSOULAMT59808CHARITABLE$500SUITE 29
SHINE 1049
3715 S GROVE RDSPOKANEWA99224CHARITABLE$500
YMCA OF THE INLAND NORTHWEST
1126 N MONROESPOKANEWA99201CHARITABLE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,735TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$130RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$40,644RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$122RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$48,868RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
Desc1099-RDesc
Related Or Exempt Function Incm$26RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$89,790RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,790TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4EARNINGS ARE USED TO ACCOMPLISH ORGANIZATION'S PURPOSE
8EARNINGS ARE USED TO ACCOMPLISH ORGANIZATION'S PURPOSE

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,789Amt
Disbursements Charitable Prps$1,789DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
SEE ATTACHED XXXX-9990PURCHASE$30,163$31,259-$1,096
SEE ATTACHED XXXX-9990PURCHASE$317,124$287,208$29,916

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - SCHWABStockNm
EOY Book Value$1,288,597EOYBookValueAmt
EOYFMV$1,263,299EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK/ADVISORY FEES$8,591$8,591
MISCELLANEOUS$62$62
FINES AND PENALTIES$26$26

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NONDIVIDEND DISTRIBUTIONS$122$122$122
1099-R$26$26$26

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$611$611
FEDERAL INCOME TAX$849$849

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