BETA

HASELWOOD FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HASELWOOD FAMILY FOUNDATION (EIN 46-3278630)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-12
IRS object ID
201833169349101638
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)
Return2018-11-12T20:11:15-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910605875PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PETERSON SULLIVAN LLP CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1601 UNION ST STE 2300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981012345ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463278630EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HASELWOOD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHASEBusinessNameControlTxt
Phone3604056208PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4999AddressLine1Txt
CityBREMERTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98312ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICK WILERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3604056208PhoneNum
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALFRED W DUNNELLPreparerPersonNm
PTINP00292022PTIN
Phone2063827777PhoneNum
Preparation2018-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.100.226.178IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-09IPDt
IP Tm13:44:15IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0A86227D0F8AAE1B742891CD3883D15703CC8C60AtSubmissionFilingDeviceId
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$249,334FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$55,500ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,382DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,382DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,064NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,618GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,064CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$67,946TotalRevAndExpnssAmt
Total Net Invst Incm$12,446TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$213LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,595AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,298AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,298AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,563OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,563OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$41TaxesRevAndExpnssAmt
Taxes Net Invst Incm$41TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$26,672OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,084TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,902TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,298TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,584TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,902TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,798TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,362ExcessRevenueOverExpensesAmt
Net Investment Income$9,544NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,772CashBOYAmt
Cash EOY$25,711CashEOYAmt
Cash EOYFMV$25,711CashEOYFMVAmt
Corporate Stock BOY$61,151CorporateStockBOYAmt
Corporate Stock EOY$63,875CorporateStockEOYAmt
Corporate Stock EOYFMV$69,421CorporateStockEOYFMVAmt
Corporate Bonds BOY$40,225CorporateBondsBOYAmt
Corporate Bonds EOY$40,094CorporateBondsEOYAmt
Corporate Bonds EOYFMV$40,031CorporateBondsEOYFMVAmt
Other Investments BOY$81,736OtherInvestmentsBOYAmt
Other Investments EOY$90,406OtherInvestmentsEOYAmt
Other Investments EOYFMV$110,273OtherInvestmentsEOYFMVAmt
Other Assets BOY$738OtherAssetsBOYAmt
Other Assets EOY$3,898OtherAssetsEOYAmt
Other Assets EOYFMV$3,898OtherAssetsEOYFMVAmt
Total Assets BOY$212,622TotalAssetsBOYAmt
Total Assets EOY$223,984TotalAssetsEOYAmt
Total Assets EOYFMV$249,334TotalAssetsEOYFMVAmt
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$212,622RetainedEarningBOYAmt
Retained Earning EOY$223,984RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$212,622TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$223,984TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$212,622TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$223,984TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$212,622TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,362ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$223,984SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$223,984TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
FIDELITY INVESTMENTS #5271$19,799$15,554$4,245$4,245
CAPITAL GAINS DIVIDENDS$3,819$3,819$3,819P
FieldValueIRS element (for citing)
Capital Gain Net Income$8,064CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$179,538NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.069623DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,063AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$139,002NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.007647DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$39,447NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.354907DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.432177TotalDistributionRt
Average Distribution0.108044AverageDistributionRt
Net Vl Noncharitable Assets$226,570NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,480AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$95NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,575AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,798QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$95InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$95SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$95TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$105OverpaymentAmt
Applied To ES Tax$105AppliedToESTaxAmt
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 StateWAOrgReportOrRegisterStateCd
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 BooksERIC J WILERIndividualWithBooksNm
Phone3604056208PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4999AddressLine1Txt
CityBREMERTONCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98312ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ERIC J WILER
PO BOX 4999BREMERTONWA98312DIRECTOR0.10$0$0$0
JOANNE HASELWOOD
PO BOX 4999BREMERTONWA98312DIRECTOR0.10$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$203,998AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,022AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$230,020TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$230,020AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,450CashDeemedCharitableAmt
Net Vl Noncharitable Assets$226,570NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,329MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,329MinimumInvestmentReturnAmt
Tax Based On Investment Income$95TaxBasedOnInvestmentIncomeAmt
Total Tax$95TotalTaxAmt
Distributable Before Adj$11,234DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,234DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,234DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,798ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$26,798QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$95PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$26,703AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,234DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$6,149ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,560ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,709TotalExcessDistributionCyovAmt
Qualifying Distributions$26,798QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,234AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,564RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$25,273TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,273ExcessDistriCyovToNextYrAmt
Excess From Year3$6,149ExcessFromYear3Amt
Excess From Year1$3,560ExcessFromYear1Amt
Excess From Current Year$15,564ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WEST HILLS BASEBALL CLUB
3995 ERLANDS POINT RD NWBREMERTONWA98312501(C)(3)FINANCIAL SUPPORT$5,000
UNIVERSITY OF PUGET SOUND ATHLETICS
1500 N WARNER ST 1044TACOMAWA98416501(C)(3)FINANCIAL SUPPORT$17,500
CHILDREN'S HOSPITAL - SILVERDALE GUILD
PO BOX 5371 MS RC-507SEATTLEWA98145501(C)(3)FINANCIAL SUPPORT$500
CHRIS BEELER MEMORIAL
3995 ERLANDS POINT RD NWBREMERTONWA98312501(C)(3)FINANCIAL SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,500TotalGrantOrContriPdDurYrAmt
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$4,382ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,064ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,446ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,446TotalIncomeProducingActyAmt

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$2,595Amt
Net Investment Income$1,298NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,298DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$40,094EOYBookValueAmt
EOYFMV$40,031EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$63,875EOYBookValueAmt
EOYFMV$69,421EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$86,350$105,879
OTHERAT COST$4,056$4,394

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL AND PROFESSIONAL FEESCategoryTxt
Legal Fees$213LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEPOSIT IN TRANSFERDesc
BOY Book Value$738BOYBookValueAmt
EOY Book Value$3,898EOYBookValueAmt
EOYFMV$3,898EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$3$0$0
EVENT EXPENSE$25,628$0$0
MISCELLANEOUS$1,041$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$1,563Amt
Net Investment Income$1,563NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$41Amt
Net Investment Income$41NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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