BETA

RAFFERTY FAMILY PRIVATE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
RAFFERTY FAMILY PRIVATE FOUNDATION (EIN 27-6590504)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201833189349102483
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)
Return2018-11-14T14:54:02-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN452604562PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE BRELIA GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 PALMER AVENUEAddressLine1Txt
CityLARCHMONTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10538ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276590504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAFFERTY FAMILY PRIVATE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAFFBusinessNameControlTxt
Phone9147770622PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1522 PROSPECT AVENUEAddressLine1Txt
CityMAMARONECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN RAFFERTYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9147770622PhoneNum
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY BRELIAPreparerPersonNm
PTINP00176939PTIN
Phone9148343488PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.122.35.23IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm15:16:50IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2F94C6BFBDD97B5147BF310B775F9190217024AFAtSubmissionCreationDeviceId
At Submission Filing Device Id2F94C6BFBDD97B5147BF310B775F9190217024AFAtSubmissionFilingDeviceId
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$836,969FMVAssetsEOYAmt
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$61InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,979DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,979DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$64,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,280,112GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$64,321CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$82,361TotalRevAndExpnssAmt
Total Net Invst Incm$82,361TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,366OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,366OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,176TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$4,176TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,692TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,516TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,176TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,092TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,516TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,576TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,269ExcessRevenueOverExpensesAmt
Net Investment Income$75,845NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$59,779CashBOYAmt
Cash EOY$6,157CashEOYAmt
Cash EOYFMV$6,157CashEOYFMVAmt
Sav And Temp Cash Invst BOY$12,415SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,932SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,932SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY$472RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$472RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$472RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$634,470CorporateStockBOYAmt
Corporate Stock EOY$690,241CorporateStockEOYAmt
Corporate Stock EOYFMV$813,408CorporateStockEOYFMVAmt
Total Assets BOY$707,136TotalAssetsBOYAmt
Total Assets EOY$713,802TotalAssetsEOYAmt
Total Assets EOYFMV$836,969TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,100AccountsPayableBOYAmt
Total Liabilities BOY$2,100TotalLiabilitiesBOYAmt
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$705,036RetainedEarningBOYAmt
Retained Earning EOY$713,802RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$705,036TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$713,802TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$707,136TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$713,802TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$705,036TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,269ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$720,305SubtotalAmt
Other Decreases$6,503OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$713,802TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH-04P512017-01-012017-12-31$1,028,071$1,005,405$22,666$22,666
MERRILL LYNCH-04P512016-01-012017-12-31$252,041$210,386$41,655$41,655
FieldValueIRS element (for citing)
Capital Gain Net Income$64,321CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$92,437AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$731,768NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.126320DistributionYr1Rt
Adjusted Qlfy Distri Yr2$108,113AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$862,221NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.125389DistributionYr2Rt
Adjusted Qlfy Distri Yr3$160,363AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$980,347NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.163578DistributionYr3Rt
Adjusted Qlfy Distri Yr4$113,036AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,023,343NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.110458DistributionYr4Rt
Adjusted Qlfy Distri Yr5$71,174AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$976,905NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.072857DistributionYr5Rt
Total Distribution0.598602TotalDistributionRt
Average Distribution0.119720AverageDistributionRt
Net Vl Noncharitable Assets$761,531NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$91,170AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$758NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$91,928AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$60,576QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,517InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,517SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,517TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$438EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$438TotalPaymentsAndCreditsAmt
Es Penalty$30EsPenaltyAmt
Tax Due$1,109TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksTHE FOUNDATIONIndividualWithBooksNm
Phone9147770622PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1522 PROSPECT AVENUEAddressLine1Txt
CityMAMARONECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd
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
BRIAN RAFFERTY
522 PROSPECT AVENUEMAMARONECKNY10543TRUSTEE5.00$0$0$0
HELEN RAFFERTY
522 PROSPECT AVENUEMAMARONECKNY10543TRUSTEE5.00$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$744,211AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,917AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$773,128TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$773,128AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,597CashDeemedCharitableAmt
Net Vl Noncharitable Assets$761,531NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,077MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,077MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,517TaxBasedOnInvestmentIncomeAmt
Total Tax$1,517TotalTaxAmt
Distributable Before Adj$36,560DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,560DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,560DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,576ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$60,576QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$60,576AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,560DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$55,592ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$113,684ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$65,864ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,111ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$291,251TotalExcessDistributionCyovAmt
Qualifying Distributions$60,576QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$36,560AppliedToCurrentYearAmt
Remaining Distri From Corpus$24,016RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$315,267TotalCorpusAmt
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$315,267ExcessDistriCyovToNextYrAmt
Excess From Year4$55,592ExcessFromYear4Amt
Excess From Year3$113,684ExcessFromYear3Amt
Excess From Year2$65,864ExcessFromYear2Amt
Excess From Year1$56,111ExcessFromYear1Amt
Excess From Current Year$24,016ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRIAN RAFFERTYContributingManagerNm
Contributing ManagerHELEN RAFFERTYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PROJECT REBIRTH
41 PARK ROW 312NEW YORKNY10038NONEPCGENERAL SUPPORT$45,000
HEART 911
614 FRELINGHUYSEN AVENUENEWARKNJ07114NONEPCGENERAL SUPPORT$11,000
AT HOME ON THE SOUND
545 TOMPKINS AVENUEMAMARONECKNY10543NONEPCGENERAL SUPPORT$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,400TotalGrantOrContriPdDurYrAmt
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$61ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,979ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$64,321ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$82,361ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,361TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$690,241EOYBookValueAmt
EOYFMV$813,408EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescWASH SALEDesc
Amt$6,503Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEEDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$6,366Amt
Net Investment Income$6,366NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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