BETA

ED FITTS CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ED FITTS CHARITABLE FOUNDATION (EIN 20-1914665)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-04
IRS object ID
201923089349100112
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)
Return2019-11-04T08:55:15-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RICHARD A LOOMISBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1327 STRATHMORE ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201914665EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ED FITTS CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDFIBusinessNameControlTxt
Phone6103228154PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line190 LIGHTHOUSE DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33469ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD P FITTS JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6103228154PhoneNum
Signature2019-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01449575PTIN
Phone2158161611PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.233.79.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-04IPDt
IP Tm09:54:46IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE821EACFB35E6C166B75431F8C30168473B2D39DAtSubmissionCreationDeviceId
At Submission Filing Device IdE821EACFB35E6C166B75431F8C30168473B2D39DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$590,445FMVAssetsEOYAmt
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$16,777DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,777DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$58,768NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$550,546GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$58,768CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$75,545TotalRevAndExpnssAmt
Total Net Invst Incm$75,545TotalNetInvstIncmAmt
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$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,599TaxesRevAndExpnssAmt
Taxes Net Invst Incm$606TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$202OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,301TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$606TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$254,140ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$254,140ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$263,441TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$606TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$254,140TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$187,896ExcessRevenueOverExpensesAmt
Net Investment Income$74,939NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$519CashBOYAmt
Cash EOY$1,510CashEOYAmt
Cash EOYFMV$1,510CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,223SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$82,916SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$82,916SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$442,281CorporateBondsBOYAmt
Corporate Bonds EOY$311,321CorporateBondsEOYAmt
Corporate Bonds EOYFMV$311,814CorporateBondsEOYFMVAmt
Other Investments BOY$292,913OtherInvestmentsBOYAmt
Other Investments EOY$158,293OtherInvestmentsEOYAmt
Other Investments EOYFMV$194,205OtherInvestmentsEOYFMVAmt
Total Assets BOY$741,936TotalAssetsBOYAmt
Total Assets EOY$554,040TotalAssetsEOYAmt
Total Assets EOYFMV$590,445TotalAssetsEOYFMVAmt
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$741,936RetainedEarningBOYAmt
Retained Earning EOY$554,040RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$741,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$554,040TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$741,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$554,040TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$741,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$187,896ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$554,040SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$554,040TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDt
HARBOR FUND INTERNATIONALP2018-08-30$12,141$12,503-$362-$362
SPDR TRUST UNIT SER 1P2018-10-09$204,013$206,661-$2,648-$2,6482018-08-30
HARBOR FUND INTERNATIONALP2018-08-30$192,288$129,794$62,494$62,494
VANGUARD TOTL BD MKT IDXP2018-09-10$2,000$2,128-$128-$128
VANGUARD TOTL BD MKT IDXP2018-11-13$65,000$68,575-$3,575-$3,575
VANGUARD SHT TM CORP BD FDP2018-01-22$5,000$5,088-$88-$88
VANGUARD SHT TM CORP BD FDP2018-11-13$65,000$67,029-$2,029-$2,029
CAPITAL GAINS DIVIDENDSP$5,104$5,104$5,104
FieldValueIRS element (for citing)
Capital Gain Net Income$58,768CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$847,108NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,246,381AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,143,268NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.090191DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$928,893NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000010DistributionYr3Rt
Adjusted Qlfy Distri Yr4$181,463AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$966,524NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.187748DistributionYr4Rt
Adjusted Qlfy Distri Yr5$140,103AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,041,597NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.134508DistributionYr5Rt
Total Distribution1.412457TotalDistributionRt
Average Distribution0.282491AverageDistributionRt
Net Vl Noncharitable Assets$826,562NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$233,496AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$749NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$234,245AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$254,140QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$749InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$749SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$749TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$455EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,250ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,705TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Overpayment$954OverpaymentAmt
Applied To ES Tax$954AppliedToESTaxAmt
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 BooksROBERT STETSONIndividualWithBooksNm
Phone6106409551PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16022 WEST CHESTER PIKEAddressLine1Txt
CityNEWTOWN SQUARECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19073ZIPCd
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)
PersonEDWARD P FITTSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line190 LIGHTHOUSE DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33469ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
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$822,965AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,184AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$839,149TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$839,149AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,587CashDeemedCharitableAmt
Net Vl Noncharitable Assets$826,562NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,328MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,328MinimumInvestmentReturnAmt
Tax Based On Investment Income$749TaxBasedOnInvestmentIncomeAmt
Total Tax$749TotalTaxAmt
Distributable Before Adj$40,579DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,579DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,579DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$254,140ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$254,140QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$749PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$253,391AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,579DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$88,505ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$135,341ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,189,680ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,413,526TotalExcessDistributionCyovAmt
Qualifying Distributions$254,140QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,579AppliedToCurrentYearAmt
Remaining Distri From Corpus$213,561RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,627,087TotalCorpusAmt
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$88,505ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,538,582ExcessDistriCyovToNextYrAmt
Excess From Year4$135,341ExcessFromYear4Amt
Excess From Year2$1,189,680ExcessFromYear2Amt
Excess From Current Year$213,561ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LAKELAND CULTURAL ARTS CENTERBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1411 MOSBY AVENUEAddressLine1Txt
CityLITTLETONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27850ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCULTURAL ARTS CENTER IMPROVEMENTSGrantOrContributionPurposeTxt
Amt$254,140Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$254,140TotalGrantOrContriPdDurYrAmt
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$16,777ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$58,768ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$75,545ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$75,545TotalIncomeProducingActyAmt

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 AND TAXCategoryTxt
Amt$7,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SHS VANGUARD SHORT TERM INVESTMENT GRADE FUND$158,313$155,967
SHS VANGUARD TOTAL BOND MARKET INDEX$153,008$155,847

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS - EQUITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$158,293BookValueAmt
EOYFMV$194,205EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCDesc
Revenue And Expenses Per Books$202RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$606$606$0
EXCISE TAX$993$0$0

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