SUSAN RILEY FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SUSAN RILEY FAMILY FOUNDATION (EIN 84-1568622)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-17
IRS object ID
201801989349100420
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)
Return2018-07-17T12:25:45-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & CO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12699 S BAYSHORE DRIVEAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841568622EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUSAN RILEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUSABusinessNameControlTxt
Phone3036691938PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1609 SOUTH OWL DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN A MORGANPersonNm
Person TitleAUTHORIZED OFFICERPersonTitleTxt
Phone3036691938PhoneNum
Signature2018-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEVAN S MORGAN CPAPreparerPersonNm
PTINP00282923PTIN
Phone3058585600PhoneNum
Preparation2018-07-13PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$54,422FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$499DividendsRevAndExpnssAmt
Dividends Net Invst Incm$499DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,270NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,892GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,270CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,769TotalRevAndExpnssAmt
Total Net Invst Incm$5,769TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
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
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$750TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,769ExcessRevenueOverExpensesAmt
Net Investment Income$5,019NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$17,189SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,109SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,109SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$26,587CorporateStockBOYAmt
Corporate Stock EOY$14,435CorporateStockEOYAmt
Corporate Stock EOYFMV$21,312CorporateStockEOYFMVAmt
Total Assets BOY$43,776TotalAssetsBOYAmt
Total Assets EOY$47,545TotalAssetsEOYAmt
Total Assets EOYFMV$54,422TotalAssetsEOYFMVAmt
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$43,776RetainedEarningBOYAmt
Retained Earning EOY$47,545RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$43,776TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$47,545TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$43,776TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$47,545TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$43,776TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,769ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$47,545SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$47,545TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$25,892GrossSalesPriceAmt
Cost Or Other Basis$20,622CostOrOtherBasisAmt
Gain Or Loss$5,270GainOrLossAmt
Gains Minus Excess Or Losses$5,270GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,270CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,495AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$50,117NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.069737DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$53,504NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065416DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,789AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$58,032NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.082523DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$53,082NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056516DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$55,160NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054387DistributionYr5Rt
Total Distribution0.328579TotalDistributionRt
Average Distribution0.065716AverageDistributionRt
Net Vl Noncharitable Assets$51,601NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,391AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$50NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,441AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$50InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$50SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$50TaxDueAmt

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 StateCOOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
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 BooksSUSAN A MORGANIndividualWithBooksNm
Phone3036691938PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1609 SOUTH OWL DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34236ZIPCd
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
SUSAN A MORGAN
609 SOUTH OWL DRIVESARASOTAFL34236DIRECTOR0.50$0$0$0
PAUL RILEY
979 MILFORD STCARYIL60013DIRECTOR0.50$0$0$0
DAVID RILEY
5742 S CATAWBA WAYAURORACO80016DIRECTOR0.50$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)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$21,739AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,648AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,387TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$52,387AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$786CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,601NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,580MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,580MinimumInvestmentReturnAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Total Tax$50TotalTaxAmt
Distributable Before Adj$2,530DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,530DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,530DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$50PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,530DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$242ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$350ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,309ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$825ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$999ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,725TotalExcessDistributionCyovAmt
Qualifying Distributions$3,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,530AppliedToCurrentYearAmt
Remaining Distri From Corpus$970RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,695TotalCorpusAmt
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$242ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,453ExcessDistriCyovToNextYrAmt
Excess From Year4$350ExcessFromYear4Amt
Excess From Year3$2,309ExcessFromYear3Amt
Excess From Year2$825ExcessFromYear2Amt
Excess From Year1$999ExcessFromYear1Amt
Excess From Current Year$970ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSUSAN A MORGANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GATEWAY BATTERED WOMEN'S SERVICES
PO BOX 914AURORACO80040N/APUBLIC CHARITYGENERAL OPERATIONS$1,000
JOYFUL HEART FOUNDATION
32 W 22ND ST 4TH FLOORNEW YORKNY10010N/APUBLIC CHARITYGENERAL OPERATIONS$1,000
SHRINERS HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DRTAMPAFL33607N/AHOSPITALGENERAL OPERATIONS$1,000
VOLUNTEER SERVICES COUNCIL FOR LUBBOCK STATE SCHOOL INC
PO BOX 5396LUBBOCKTX79408N/APUBLIC CHARITYGENERAL OPERATIONS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,500TotalGrantOrContriPdDurYrAmt
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$499ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,270ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,769ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,769TotalIncomeProducingActyAmt

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$1,500Amt
Net Investment Income$750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEL CORP$5,965$10,848
ALPHABET INC$8,470$10,464

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