BERNARD AND BETTY HARDESTY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BERNARD AND BETTY HARDESTY CHARITABLE FOUNDATION INC (EIN 52-2284064)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349101671
Schema version
2017v2.3
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)
Return2018-11-15T10:14:43-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521447872PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT D HAUCK LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1617 RIDGELY AVENUEAddressLine1Txt
CityANNAPOLISCityNm
State AbbreviationMDStateAbbreviationCd
ZIP214011069ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522284064EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERNARD AND BETTY HARDESTYBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBERNBusinessNameControlTxt
Phone4108278437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13023 KENT NARROW WAY SAddressLine1Txt
CityGRASONVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21638ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBERNARD O HARDESTY JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4108278437PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT HAUCKPreparerPersonNm
PTINP00537419PTIN
Phone4102243257PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.81.133.189IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm13:20:56IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id587182BF086DCA3BBA4A240953B087EB4A1CBB3CAtSubmissionCreationDeviceId
At Submission Filing Device Id340F0D5D71C47664DCD435852354B021F0E568B7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$148,007FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,845DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,845DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,449NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,610GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,449CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,296TotalRevAndExpnssAmt
Total Net Invst Incm$10,296TotalNetInvstIncmAmt
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$775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$775AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,473OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,473OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,248TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,248TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,948TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,248TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,652ExcessRevenueOverExpensesAmt
Net Investment Income$8,048NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,745CashBOYAmt
Cash EOY$7,467CashEOYAmt
Cash EOYFMV$7,467CashEOYFMVAmt
Other Investments BOY$136,698OtherInvestmentsBOYAmt
Other Investments EOY$131,324OtherInvestmentsEOYAmt
Other Investments EOYFMV$140,540OtherInvestmentsEOYFMVAmt
Total Assets BOY$140,443TotalAssetsBOYAmt
Total Assets EOY$138,791TotalAssetsEOYAmt
Total Assets EOYFMV$148,007TotalAssetsEOYFMVAmt
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$140,443RetainedEarningBOYAmt
Retained Earning EOY$138,791RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$140,443TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$138,791TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$140,443TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$138,791TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$140,443TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,652ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$138,791SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$138,791TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$46,000$42,161$3,839$3,839
PUBLICLY TRADED SECURITIESP$0$0
CAPITAL GAINS DIVIDENDSP$2,610$2,610$2,610
FieldValueIRS element (for citing)
Capital Gain Net Income$6,449CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,144AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$138,627NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.058748DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,845AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$145,359NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053970DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,969AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$150,714NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059510DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,395AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$143,760NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044484DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$136,275NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052834DistributionYr5Rt
Total Distribution0.269546TotalDistributionRt
Average Distribution0.053909AverageDistributionRt
Net Vl Noncharitable Assets$143,061NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,712AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$80NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,792AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$80InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$80SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$80TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$400ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$320OverpaymentAmt
Applied To ES Tax$320AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
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 BooksBERNARD O HARDESTY JRIndividualWithBooksNm
Phone4108278437PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13023 KENT NARROW WAY SAddressLine1Txt
CityGRASONVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21638ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BERNARD O HARDESTY JR
334 GREENWOOD HALL FARM LANEGRASONVILLEMD21638PRESIDENT0.00$0$0$0
BRENDA HARDESTY
334 GREENWOOD HALL FARM LANEGRASONVILLEMD21638VICE PRESIDENT0.00$0$0$0
KELLY PHIPPS
334 GREENWOOD HALL FARM LANEGRASONVILLEMD21638VICE PRESIDENT0.00$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$139,634AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,606AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$145,240TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$145,240AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,179CashDeemedCharitableAmt
Net Vl Noncharitable Assets$143,061NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,153MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,153MinimumInvestmentReturnAmt
Tax Based On Investment Income$80TaxBasedOnInvestmentIncomeAmt
Total Tax$80TotalTaxAmt
Distributable Before Adj$7,073DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,073DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,073DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$80PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,620AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,073DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$462ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,229ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,225ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$699ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,390ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,005TotalExcessDistributionCyovAmt
Qualifying Distributions$9,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,073AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,627RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,632TotalCorpusAmt
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$462ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,170ExcessDistriCyovToNextYrAmt
Excess From Year4$1,229ExcessFromYear4Amt
Excess From Year3$2,225ExcessFromYear3Amt
Excess From Year2$699ExcessFromYear2Amt
Excess From Year1$1,390ExcessFromYear1Amt
Excess From Current Year$2,627ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBERNARD O HARDESTY JRContributingManagerNm
Contributing ManagerBRENDA HARDESTYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADKINS ARBORETUM
12610 EVELYN ROADRIDGELYMD21660EOFDONATION$250
AMERICAN DIABETES ASSOCIATION
PO BOX 1834MERRIFIELDVA22116EOFDONATION$500
CASA OF THE MID-SHORE
1 S WASHINGTON STREET STE 2EASTONMD21601EOFDONATION$250
CHESAPEAKE BAY ENVIRONMENTAL CENTER
PO BOX 519GRASONVILLEMD21638EOFDONATION$1,000
COMPASS REGIONAL HOSPICE
255 COMET DRIVECENTREVILLEMD21617EOFDONATION$500
QUEEN ANNE'S COUNTY MENTAL HEALTH COM
PO BOX 183QUEENSTOWNMD21658EOFDONATION$2,500
RISING ZION BAPTIST CHURCH
18168 SPRINGS ROADJEFFERSONVA22724EOFDONATION$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
PO BOX 50MEMPHISTN38101EOFDONATION$250
ST PAUL'S PARISH
PO BOX 278CENTREVILLEMD21617EOFDONATION$2,000
THE CHILDREN'S HOME FOUNDATION
1102 RIVERSIDE DRSALISBURYMD21801EOFDONATION$250
THE GUNSTON SCHOOL
PO BOX 200CENTREVILLEMD21617EOFDONATION$500
WOMEN AND GIRLS FUND
102 E DOVER STEASTONMD21601EOFDONATION$150
WYE RIVER UPPER SCHOOL
PO BOX 36WYE MILLSMD21679EOFDONATION$300
THE CHESTERWYE CENTER
PO BOX 96GRASONVILLEMD21638EOFDONATION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,700TotalGrantOrContriPdDurYrAmt
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$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,845ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,449ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,296ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,296TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATIONCategoryTxt
Amt$775Amt
Net Investment Income$775NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$131,324BookValueAmt
EOYFMV$140,540EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$1,473Amt
Net Investment Income$1,473NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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