DAWSON O & ALLISON B GEORGE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DAWSON O & ALLISON B GEORGE FOUNDATION (EIN 76-0508308)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-03
IRS object ID
201941549349100274
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)
Return2019-06-03T16:31:47-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760146530PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MADDOX THOMSON & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12603 AUGUSTA DRIVE SUITE 1400AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77057ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760508308EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAWSON O AND ALLISON BBusinessNameLine1Txt
Business Name Line2GEORGE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDAWSBusinessNameControlTxt
Phone7139659400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1510 BERING DR NO 550AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77057ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAWSON O GEORGEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7139659400PhoneNum
Signature2019-05-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA MCELROYPreparerPersonNm
PTINP01062925PTIN
Phone7137834242PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address142.147.9.225IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-29IPDt
IP Tm16:04:47IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE1651735B3D5BAEE13C5FD561219428B2CCB1A1DAtSubmissionCreationDeviceId
At Submission Filing Device Id31997F2AE53FFCA4F2565274D9154B94E973F30CAtSubmissionFilingDeviceId
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$249,309FMVAssetsEOYAmt
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$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,818DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,818DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,386NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$34,981GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,386CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,216TotalRevAndExpnssAmt
Total Net Invst Incm$19,216TotalNetInvstIncmAmt
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$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$850AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$19InterestRevAndExpnssAmt
Interest Net Invst Incm$19InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$227TaxesRevAndExpnssAmt
Taxes Net Invst Incm$227TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,420OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,420OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,366TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,516TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,366TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,516TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,850ExcessRevenueOverExpensesAmt
Net Investment Income$16,700NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,523SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,253SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,253SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$214,638CorporateStockBOYAmt
Corporate Stock EOY$218,758CorporateStockEOYAmt
Corporate Stock EOYFMV$238,056CorporateStockEOYFMVAmt
Total Assets BOY$226,161TotalAssetsBOYAmt
Total Assets EOY$230,011TotalAssetsEOYAmt
Total Assets EOYFMV$249,309TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$226,161UnrestrictedBOYAmt
Unrestricted EOY$230,011UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$226,161TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$230,011TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$226,161TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$230,011TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$226,161TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,850ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$230,011SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$230,011TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE STATEMENT AP$26,647$20,595$6,052$6,052
CAPITAL GAINS DIVIDENDSP$8,334$8,334$8,334
FieldValueIRS element (for citing)
Capital Gain Net Income$14,386CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,222AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$266,850NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.064538DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,662AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$251,644NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.082108DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$230,792NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070410DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$196,376NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.022915DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$191,941NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070855DistributionYr5Rt
Total Distribution0.310826TotalDistributionRt
Average Distribution0.062165AverageDistributionRt
Net Vl Noncharitable Assets$285,753NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,764AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$167NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,931AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$334InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$334SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$334TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$334TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
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 BooksDAWSON O GEORGE IIIIndividualWithBooksNm
Phone7139659400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11330 POST OAK BOULEVARD SUITE 2540AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAWSON O GEORGE III
5933 SHADY RIVERHOUSTONTX77057PRESIDENT0.00$0$0$0
ALLISON B GEORGE
5933 SHADY RIVERHOUSTONTX77057SECRETARY0.00$0$0$0
KATHRYN G MURRAY
5933 SHADY RIVERHOUSTONTX77057TRUSTEE0.00$0$0$0
DOUGLAS BARRETT ORME GEORGE
5933 SHADY RIVERHOUSTONTX77057TRUSTEE0.00$0$0$0
EMILY ALLISON GEORGE
5933 SHADY RIVERHOUSTONTX77057TRUSTEE0.00$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$279,559AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,546AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$290,105TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$290,105AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,352CashDeemedCharitableAmt
Net Vl Noncharitable Assets$285,753NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,288MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,288MinimumInvestmentReturnAmt
Tax Based On Investment Income$334TaxBasedOnInvestmentIncomeAmt
Total Tax$334TotalTaxAmt
Distributable Before Adj$13,954DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$13,954DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$13,954DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,850QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$12,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,954DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,133ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$5,485ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,397ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,135ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$22,150TotalExcessDistributionCyovAmt
Qualifying Distributions$12,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,850AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,104ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,104ExcessDistributionCyovAppCYAmt
Total Corpus$21,046TotalCorpusAmt
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$3,029ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,017ExcessDistriCyovToNextYrAmt
Excess From Year3$5,485ExcessFromYear3Amt
Excess From Year2$8,397ExcessFromYear2Amt
Excess From Year1$4,135ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAWSON O GEORGE IIIContributingManagerNm
Contributing ManagerALLISON B GEORGEContributingManagerNm
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
KINKAID SCHOOL
201 KINKAID SCHOOL DRHOUSTONTX77024NONECHARITABLEFOR CHARITABLE PURPOSES$10,000
TEXAS CHILDRENS HOSPITAL
6621 FANNIN STHOUSTONTX77030NONECHARITABLEFOR CHARITABLE PURPOSES$500
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONECHARITABLEFOR CHARITABLE PURPOSES$1,000
REMIND (FKA DEPRESSION AND BIPOLAR SUPPORT ALLIANCE GREATER HOUSTON)
PO BOX 27607HOUSTONTX77227NONECHARITABLEFOR CHARITABLE PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000TotalGrantOrContriPdDurYrAmt
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$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,818ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,386ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$19,216ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,216TotalIncomeProducingActyAmt

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$1,700Amt
Net Investment Income$850NetInvestmentIncomeAmt
Disbursements Charitable Prps$850DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$218,758EOYBookValueAmt
EOYFMV$238,056EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MGMT & TFR FEESDesc
Revenue And Expenses Per Books$1,420RevenueAndExpensesPerBooksAmt
Net Investment Income$1,420NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$99$99$0
FEDERAL TAXES$128$128$0

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