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HAL F JUCKETTE FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HAL F JUCKETTE FAMILY FOUNDATION (EIN 47-4055880)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201941309349101784
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)
Return2019-05-10T10:41:19-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440615592PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARDEN CUMMINS MOSS & MILLER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1515 WASHINGTON ST PO BOX 620AddressLine1Txt
CityCHILLICOTHECityNm
State AbbreviationMOStateAbbreviationCd
ZIP64601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474055880EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAL F JUCKETTE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHALFBusinessNameControlTxt
Phone6606462336PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 620AddressLine1Txt
CityCHILLICOTHECityNm
State AbbreviationMOStateAbbreviationCd
ZIP64601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL F TURNERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6606462336PhoneNum
Signature2019-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL F TURNERPreparerPersonNm
PTINP00590320PTIN
Phone6606462336PhoneNum
Preparation2019-04-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.174.237.71IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-24IPDt
IP Tm10:23:26IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id08FBEE8FE3E5E90793316EFF8A36E04745998B1CAtSubmissionCreationDeviceId
At Submission Filing Device Id08FBEE8FE3E5E90793316EFF8A36E04745998B1CAtSubmissionFilingDeviceId
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$4,106,925FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,140ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$556InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$556InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,696TotalRevAndExpnssAmt
Total Net Invst Incm$556TotalNetInvstIncmAmt
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$1,140AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,140AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$221TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,361TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,140TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$145,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$146,361TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$146,140TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$144,665ExcessRevenueOverExpensesAmt
Net Investment Income$556NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$397,372SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$252,707SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$252,707SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,009,901OtherInvestmentsBOYAmt
Other Investments EOY$4,009,901OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,854,218OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,407,273TotalAssetsBOYAmt
Total Assets EOY$4,262,608TotalAssetsEOYAmt
Total Assets EOYFMV$4,106,925TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,407,273UnrestrictedBOYAmt
Unrestricted EOY$4,262,608UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,407,273TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,262,608TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,407,273TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,262,608TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,407,273TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$144,665ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,262,608SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,262,608TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,909AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,844,866NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.018247DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,875AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,069,470NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.001753DistributionYr2Rt
Adjusted Qlfy Distri Yr3$850AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.020000TotalDistributionRt
Average Distribution0.006667AverageDistributionRt
Net Vl Noncharitable Assets$4,340,607NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$28,939AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$28,945AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$146,140QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$6InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$120EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$120TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$114OverpaymentAmt
Applied To ES Tax$114AppliedToESTaxAmt
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 StateMOOrgReportOrRegisterStateCd
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 BooksMICHAEL F TURNERIndividualWithBooksNm
Phone6606462336PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 620AddressLine1Txt
CityCHILLICOTHECityNm
State AbbreviationMOStateAbbreviationCd
ZIP64601ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOYCE E JUCKETTE
2316 COUNTRY CLUB DRIVECHILLICOTHEMO64601PRESIDENT0.50$0$0$0
HOLLY STADTMUELLER
6801 NW MONTICELLO CTKANSAS CITYMO64152VICE-PRESIDENT0.50$0$0$0
LISA D STEELE
2527 W POLK STREETCHILLICOTHEMO64601VICE-PRESIDENT0.50$0$0$0
TERI L NEUROTH
9027 N HUNTER AVENUEKANSAS CITYMO64157VICE-PRESIDENT0.50$0$0$0
ROBERT COWHERD
903 JACKSON STREET PO BOX 228CHILLICOTHEMO64601SECRETARY0.50$0$0$0
MICHAEL F TURNER
515 WASHINGTON STREET PO BOX 620CHILLICOTHEMO64601TREASURER0.50$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$386,359AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,020,349FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,406,708TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,406,708AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$66,101CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,340,607NetVlNoncharitableAssetsAmt
Minimum Investment Return$217,030MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$217,030MinimumInvestmentReturnAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Total Tax$6TotalTaxAmt
Distributable Before Adj$217,024DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$217,024DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$217,024DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$146,140ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$146,140QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$6PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$146,134AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$217,024DistributableAsAdjustedAmt
Undistributed Income PY$140,881UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$146,140QualifyingDistributionsAmt
Applied To Year1$140,881AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,259AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$211,765UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOYCE E JUCKETTEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FARMERS' ELECTRIC AREA YOUTH BENEFIT FUND
PO BOX 680CHILLICOTHEMO64601N/APUBLIC CHARITYCHILDREN'S MEDICAL EXPENSES$10,000
FELLOWSHIP OF CHRISTIAN ATHLETES
PO BOX 1073CHILLICOTHEMO64601N/APUBLIC CHARITYCHRISTIAN MINISTRY$15,000
GRAND RIVER AREA FAMILY YMCA
1725 LOCUST STREETCHILLICOTHEMO64601N/APUBLIC CHARITYCHILDREN'S MEALS$5,000
LIVINGSTON COUNTY HUMANE SOCIETY
PO BOX 1214CHILLICOTHEMO64601N/APUBLIC CHARITYANIMAL SHELTER$20,000
MINISTERIAL ALLIANCE
900 JACKSON STREETCHILLICOTHEMO64601N/APUBLIC CHARITYOPERATION HELP MINISTRY$20,000
HEDRICK MEDICAL CENTER FOUNDATION
2799 NORTH WASHINGTON STREETCHILLICOTHEMO64601N/APUBLIC CHARITYHOSPITAL GARDENS$15,000
FRIENDS OF CHILLICOTHE PARKS INC
PO BOX 228CHILLICOTHEMO64601N/APUBLIC CHARITYCITY PARKS IMPROVEMENTS$20,000
CENTRAL MISSOURI HONOR FLIGHT
1400 FORUM BLVD STE 7-A BOX 334COLUMBIAMO65203N/APUBLIC CHARITYHONOR FLIGHTS FOR VETERANS$15,000
PATCH OF CHILLICOTHE
PO BOX 871CHILLICOTHEMO64601N/APUBLIC CHARITYPRISON MINISTRY$10,000
CHILLICOTHE R-II SCHOOL DISTRICT
PO BOX 530CHILLICOTHEMO64601N/APOLITICAL SUBDIVISIOSTEAM EDUCATION$5,000
LIVINGSTON COUNTY VETERANS ASSOCIATION
PO BOX 1141CHILLICOTHEMO64601N/APUBLIC CHARITYVETERANS BUILDING$5,000
LIVINGSTON COUNTY COMMUNITY DEVELOPMENT CORPORATION MAIN STREET
514 WASHINGTON STREETCHILLICOTHEMO64601N/APUBLIC CHARITYECONOMIC DEVELOPMENT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,000TotalGrantOrContriPdDurYrAmt
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$556ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$556ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$556TotalIncomeProducingActyAmt

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$1,140Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,140DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemNEW YORK LIFE VARIABLE ANNUITYCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$4,009,901BookValueAmt
EOYFMV$3,854,218EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$221Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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