BETA

JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JAMES H AND MARTA T BATMASIAN FAMILY FOUNDATION INC (EIN 65-0894674)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201843199349104659
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)
Return2018-11-15T15:58:04-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650406502PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DASZKAL BOLTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12401 NW BOCA RATON BLVDAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334316639ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650894674EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JAMES H AND MARTA T BATMASIANBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone5613928920PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 N FEDERAL HIGHWAY NO 1AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTA T BATMASIANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5613928920PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL I DASZKALPreparerPersonNm
PTINP00050966PTIN
Phone5613671040PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.135.94.35IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm16:54:15IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB993A2CD3E14517E99F5A51CDC1009AC6E1D03EDAtSubmissionCreationDeviceId
At Submission Filing Device IdBB92ADF9A7888A6FA668EBC9F5D0E38973A6681FAtSubmissionFilingDeviceId
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$4,939,470FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,500,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$34,306DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,306DividendsNetInvstIncmAmt
Dividends Adj Net Incm$34,306DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$46,827NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$159,383GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,827CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,581,133TotalRevAndExpnssAmt
Total Net Invst Incm$81,133TotalNetInvstIncmAmt
Total Adj Net Incm$34,306TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,982OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,982TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$150,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$150,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$162,982TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$150,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,418,151ExcessRevenueOverExpensesAmt
Net Investment Income$81,133NetInvestmentIncomeAmt
Adjusted Net Income$34,306AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,128,700CashBOYAmt
Cash EOY$2,566,444CashEOYAmt
Cash EOYFMV$2,566,444CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$505,483CorporateStockEOYAmt
Corporate Stock EOYFMV$414,814CorporateStockEOYFMVAmt
Corporate Bonds BOY$71,432CorporateBondsBOYAmt
Corporate Bonds EOY$368,222CorporateBondsEOYAmt
Corporate Bonds EOYFMV$373,762CorporateBondsEOYFMVAmt
Other Investments BOY$297,986OtherInvestmentsBOYAmt
Other Investments EOY$1,478,080OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,584,450OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,498,118TotalAssetsBOYAmt
Total Assets EOY$4,918,229TotalAssetsEOYAmt
Total Assets EOYFMV$4,939,470TotalAssetsEOYFMVAmt
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$2,498,118RetainedEarningBOYAmt
Retained Earning EOY$4,918,229RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,498,118TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,918,229TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,498,118TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,918,229TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,498,118TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,418,151ExcessRevenueOverExpensesAmt
Other Increases$1,960OtherIncreasesAmt
Subtotal$4,918,229SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,918,229TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CATALYST HEDGED FUTURES STRATEGY FUND CLASS A - HFXAXP2017-01-012017-06-16$104,878$112,556-$7,678-$7,678
CAPITAL GAINS DIVIDENDSP$54,505$54,505$54,505
FieldValueIRS element (for citing)
Capital Gain Net Income$46,827CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$7,678NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,460,646NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$2,535,105NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$811NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$811AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$811InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$811SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$811TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$25EsPenaltyAmt
Tax Due$836TaxDueAmt

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
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARTA BATMASIANIndividualWithBooksNm
Phone5613928920PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1215 N FEDERAL HIGHWAYAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES H BATMASIAN
215 N FEDERAL HIGHWAYE SUITE 1BOCA RATONFL33432DIRECTOR, VP, TREASURER10.00$0$0$0
MARTA T BATMASIAN
215 N FEDERAL HIGHWAYE SUITE 1BOCA RATONFL33432DIRECTOR, PRESIDENT, SECRE10.00$0$0$0
JAMES G BATMASIAN
215 N FEDERAL HIGHWAYE SUITE 1BOCA RATONFL33432DIRECTOR2.00$0$0$0
ARMEN A BATMASIAN
215 N FEDERAL HIGHWAYE SUITE 1BOCA RATONFL33432DIRECTOR2.00$0$0$0
ARTHUR R REDGRAVE
120 E PALMETTO PARK RD STE 400BOCA RATONFL33432DIRECTOR2.00$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$1,891,080AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$682,631AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,573,711TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,573,711AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,606CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,535,105NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,755MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,755MinimumInvestmentReturnAmt
Tax Based On Investment Income$811TaxBasedOnInvestmentIncomeAmt
Total Tax$811TotalTaxAmt
Distributable Before Adj$125,944DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$125,944DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$125,944DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$811PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$149,189AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$125,944DistributableAsAdjustedAmt
Undistributed Income PY$50,212UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$150,000QualifyingDistributionsAmt
Applied To Year1$50,212AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$99,788AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$26,156UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARTA BATMASIANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1215 N FEDERAL HIGHWAYAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33432ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5613928920RecipientPhoneNum
Form And Info And MaterialsCONTACT DIRECTLYFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREATER PHILADELPHIA FILM OFFICE
1515 ARCH STREET 11TH FLPHILADELPHIAPA19102PCFURTHER THE CHARITABLE ORGANIZATION'S EFFORTS$10,000
CULTURAL VISIONARIES INC
9927 GERALD AVENORTH HILLSCA91343PCFURTHER THE CHARITABLE ORGANIZATION'S EFFORTS$5,000
ROTARY CLUB DOWNTOWN BOCA RATON FUND
9622 PARKVIEW AVEBOCA RATONFL33428PCFURTHER THE CHARITABLE ORGANIZATION'S EFFORTS$5,000
FLORIDA ATLANTIC UNIVERISTY FOUNDATION
777 GLADES ROAD ADM 295BOCA RATONFL33431PCFURTHER THE CHARITABLE ORGANIZATION'S EFFORTS$50,000
FLORIDA ATLANTIC UNIVERISTY FOUNDATION - PRESIDENT'S SCHOLARSHIP
777 GLADES ROAD ADM 295BOCA RATONFL33431PCFURTHER THE CHARITABLE ORGANIZATION'S EFFORTS$10,000
ARMENIAN AMERICAN WELLNESS CENTER
1300 CRYSTAL DRIVEARLINGTONVA22202PCFURTHER THE CHARITABLE ORGANIZATION'S EFFORTS$10,000
FUND FOR ARMENIAN RELIEF
630 SECOND AVENUENEW YORKNY10016PCFURTHER THE CHARITABLE ORGANIZATION'S EFFORTS$10,000
BOCA RATON REGIONAL HOSPITAL
800 MEADOWS ROADBOCA RATONFL33486PCFURTHER THE CHARITABLE ORGANIZATION'S EFFORTS$15,000
BOCA RATON HISTORICAL SOCIETY AND MUSEUM
71 N FEDERAL HQYBOCA RATONFL33432PCFURTHER THE CHARITABLE ORGANIZATION'S EFFORTS$10,000
CENTER FOR THE ARTS
201 PLAZA REALBOCA RATONFL33432PCFURTHER THE CHARITABLE ORGANIZATION'S EFFORTS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$150,000TotalGrantOrContriPdDurYrAmt
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$34,306ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$46,827ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$81,133ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,133TotalIncomeProducingActyAmt

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENT IN FIXED INCOMEBondNm
EOY Book Value$368,222EOYBookValueAmt
EOYFMV$373,762EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENT IN EQUITIESStockNm
EOY Book Value$505,483EOYBookValueAmt
EOYFMV$414,814EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS IN MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,478,080BookValueAmt
EOYFMV$1,584,450EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$12,982RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSESDesc
Amt$1,960Amt

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