THE FORAKER FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE FORAKER FOUNDATION (EIN 86-1015229)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201833189349103038
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)
Return2018-11-14T16:24:00-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12222 SOUTH UTICA PL SUITE 200AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861015229EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORAKER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFORABusinessNameControlTxt
Phone4803334139PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16735 EAST SAN JUANAddressLine1Txt
CityPARADISE VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD FORAKERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4803334139PhoneNum
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE L SARTAIN JRPreparerPersonNm
PTINP00232717PTIN
Phone9187452333PhoneNum
Preparation2018-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.184.84.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-09IPDt
IP Tm14:29:54IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE9C924457B5D275461852EC86B70A375E5271692AtSubmissionCreationDeviceId
At Submission Filing Device IdF9E947756D70627CED256593EA8C55CD830D912EAtSubmissionFilingDeviceId
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$167,366FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,475DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,897DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,475TotalRevAndExpnssAmt
Total Net Invst Incm$8,897TotalNetInvstIncmAmt
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$1,895AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,895AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,070TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,070TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,269ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,269ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,339TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,070TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,269TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,864ExcessRevenueOverExpensesAmt
Net Investment Income$6,827NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,426CashBOYAmt
Cash EOY$6,226CashEOYAmt
Cash EOYFMV$6,226CashEOYFMVAmt
Sav And Temp Cash Invst EOY$239SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$239SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$190,445CorporateStockBOYAmt
Corporate Stock EOY$198,818CorporateStockEOYAmt
Corporate Stock EOYFMV$160,901CorporateStockEOYFMVAmt
Total Assets BOY$211,871TotalAssetsBOYAmt
Total Assets EOY$205,283TotalAssetsEOYAmt
Total Assets EOYFMV$167,366TotalAssetsEOYFMVAmt
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$211,871RetainedEarningBOYAmt
Retained Earning EOY$205,283RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$211,871TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$205,283TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$211,871TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$205,283TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$211,871TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,864ExcessRevenueOverExpensesAmt
Other Increases$276OtherIncreasesAmt
Subtotal$205,283SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$205,283TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,209AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$170,457NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.089225DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,270AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$192,105NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.058666DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$228,691NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059469DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,342AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$227,938NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.036598DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,616AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$223,021NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056569DistributionYr5Rt
Total Distribution0.300527TotalDistributionRt
Average Distribution0.060105AverageDistributionRt
Net Vl Noncharitable Assets$165,498NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,947AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$68NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,015AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,269QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$68InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$68SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$68ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$68TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

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 StateAZOrgReportOrRegisterStateCd
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 FORAKER FOUNDATIONIndividualWithBooksNm
Phone4803334139PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16735 EAST SAN JUANAddressLine1Txt
CityPARADISE VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd
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

FieldValueIRS element (for citing)
PersonEDWARD R FORAKERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16735 EAST SAN JUANAddressLine1Txt
CityPARADISE VALLEYCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85253ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$157,582AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,436AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$168,018TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$168,018AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,520CashDeemedCharitableAmt
Net Vl Noncharitable Assets$165,498NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,275MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,275MinimumInvestmentReturnAmt
Tax Based On Investment Income$68TaxBasedOnInvestmentIncomeAmt
Total Tax$68TotalTaxAmt
Distributable Before Adj$8,207DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,207DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,207DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,269ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,269QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$68PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,201AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,207DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,764ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$2,430ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,901ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,832ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,927TotalExcessDistributionCyovAmt
Qualifying Distributions$14,269QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,207AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,062RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$18,989TotalCorpusAmt
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$1,764ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$17,225ExcessDistriCyovToNextYrAmt
Excess From Year3$2,430ExcessFromYear3Amt
Excess From Year2$1,901ExcessFromYear2Amt
Excess From Year1$6,832ExcessFromYear1Amt
Excess From Current Year$6,062ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD R FORAKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BULLDOG FOUNDATION
PO BOX 26267FRESNOCA93729NONEPCDONATION$8,644
FORWARD STRIDE
23839 SW DANIEL RDBEAVERTONOR97078NONEPCDONATION$100
FRESNO STATE FOUNDATION
2771 EAST SHAW AVENUEFRESNOCA93726NONEPCDONATION$3,500
INSTITUTE FOR HUMANE STUDIES
3434 WASHINGTON BLVD MS1C5ARLINGTONVA22201NONEPCDONATION$1,000
NATIONAL GEOGRAPHIC
1145 17TH STREET NWWASHINGTONDC20036NONEPCDONATION$25
UCLA FOUNDATION
10920 WILSHIRE BOULEVARD SUITE 900LOS ANGELESCA90024NONEPCDONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,269TotalGrantOrContriPdDurYrAmt
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$9,475ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,475ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,475TotalIncomeProducingActyAmt

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$1,895Amt
Net Investment Income$1,895NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO CODE SEC. 4942(H) AND REG 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR 2005 IN THE FOLLOWING AMOUNT: TAX YEAR AMOUNT 2005 $206 EDWARD FORAKER _________________________________ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$198,818EOYBookValueAmt
EOYFMV$160,901EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$175RevenueAndExpensesPerBooksAmt
Net Investment Income$175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$276Amt

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