LIND FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
LIND FAMILY CHARITABLE FOUNDATION (EIN 74-3024971)
Tax period
2016-12-01 to 2017-11-30
Filed
2018-07-10
IRS object ID
201811919349100306
Schema version
2016v3.0
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)
Return2018-07-10T11:53:09-05:00ReturnTs
Tax Period End2017-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742939657PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLIELLER KRUGER & SKELTON PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1221 WEST SIXTH STREET SUITE 1200AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN743024971EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LIND FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone5123275250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 LAS BRISASAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA LINDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5123275250PhoneNum
Signature2018-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES FLIELLERPreparerPersonNm
PTINP00104854PTIN
Phone5124796000PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$935,237FMVAssetsEOYAmt
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$15,399DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,399DividendsNetInvstIncmAmt
Dividends Adj Net Incm$15,399DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$98,983NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$445,737GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$98,983CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$114,382TotalRevAndExpnssAmt
Total Net Invst Incm$114,382TotalNetInvstIncmAmt
Total Adj Net Incm$15,399TotalAdjNetIncmAmt
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$5,920AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$592AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$5,328AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,166TaxesRevAndExpnssAmt
Taxes Net Invst Incm$81TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,933OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,246OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$687OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,019TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,919TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,015TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,985ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,985ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,004TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,919TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$46,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$61,378ExcessRevenueOverExpensesAmt
Net Investment Income$108,463NetInvestmentIncomeAmt
Adjusted Net Income$15,399AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$1,870CashBOYAmt
Cash EOY$200,051CashEOYAmt
Cash EOYFMV$200,051CashEOYFMVAmt
Corporate Stock BOY$531,340CorporateStockBOYAmt
Corporate Stock EOY$389,639CorporateStockEOYAmt
Corporate Stock EOYFMV$618,702CorporateStockEOYFMVAmt
Other Investments BOY$117,069OtherInvestmentsBOYAmt
Other Investments EOY$119,312OtherInvestmentsEOYAmt
Other Investments EOYFMV$116,091OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,478OtherAssetsBOYAmt
Other Assets EOY$393OtherAssetsEOYAmt
Other Assets EOYFMV$393OtherAssetsEOYFMVAmt
Total Assets BOY$648,017TotalAssetsBOYAmt
Total Assets EOY$709,395TotalAssetsEOYAmt
Total Assets EOYFMV$935,237TotalAssetsEOYFMVAmt
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$648,017RetainedEarningBOYAmt
Retained Earning EOY$709,395RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$648,017TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$709,395TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$648,017TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$709,395TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$648,017TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$61,378ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$709,395SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$709,395TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$14,158$14,927-$769-$769
PUBLICLY TRADED SECURITIES$431,554$331,827$99,727$99,727
CAPITAL GAINS DIVIDENDS$25$25$25P
FieldValueIRS element (for citing)
Capital Gain Net Income$98,983CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$769NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,355AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$799,950NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052947DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,956AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$858,999NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046515DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,362AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$872,142NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046279DistributionYr3Rt
Adjusted Qlfy Distri Yr4$36,978AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$798,875NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046288DistributionYr4Rt
Adjusted Qlfy Distri Yr5$34,246AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$752,865NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045488DistributionYr5Rt
Total Distribution0.237517TotalDistributionRt
Average Distribution0.047503AverageDistributionRt
Net Vl Noncharitable Assets$868,723NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,267AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,085NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,352AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,085InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,085SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,085TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,478EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,000AppliedToEsTaxAmt
Total Payments And Credits$2,478TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$1,393OverpaymentAmt
Applied To ES Tax$1,393AppliedToESTaxAmt
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 StateTXOrgReportOrRegisterStateCd
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 BooksCINDY LINDIndividualWithBooksNm
Phone5123275250PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 LAS BRISASAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP787465328ZIPCd
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
CYNTHIA LIND
2 LAS BRISASAUSTINTX78746PRESIDENT5.00$0$0$0
CLIFTON LIND
2 LAS BRISASAUSTINTX78746VICE PRESIDENT1.00$0$0$0
JEFFERSON LIND
10508 DOUBLE SPUR LOOPAUSTINTX78759SECRETARY-TREASURER1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$842,558AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,394AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$881,952TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$881,952AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,229CashDeemedCharitableAmt
Net Vl Noncharitable Assets$868,723NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,436MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,436MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,085TaxBasedOnInvestmentIncomeAmt
Total Tax$1,085TotalTaxAmt
Distributable Before Adj$42,351DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,351DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,351DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,085PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$44,915AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,351DistributableAsAdjustedAmt
Undistributed Income PY$38,864UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$46,000QualifyingDistributionsAmt
Applied To Year1$38,864AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,136AppliedToCurrentYearAmt
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$35,215UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOSPICE AUSTIN
4107 SPICEWOOD SPRINGS ROAD SUITE100AUSTINTX78759NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$6,795
SAFEPLACE
PO BOX 19454AUSTINTX78760NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$5,000
SWAN SONGS
PO BOX 41475AUSTINTX78704NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$5,190
THE RISE SCHOOL OF AUSTIN
4800 MANOR RD BLDG JAUSTINTX78723NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$6,000
THE UNIVERSITY OF TEXAS AT AUSTIN CO NEIGHBORHOOD LONGHORNS PROGRAM
PO BOX 7458AUSTINTX78713NONEPUBLIC UNIVERSITYFUND ORGANIZATION'S EXEMPT PURPOSE$5,000
THERAPY PET PALS OF TEXAS
3930 BEE CAVES ROAD SUITE CAUSTINTX78746NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$2,000
TOMORROW'S CHILD FOUNDATION
8509 FM 969 BLDG 2AUSTINTX78724NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,985TotalGrantOrContriPdDurYrAmt
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$15,399ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$98,983ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$114,382ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$114,382TotalIncomeProducingActyAmt

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$5,920Amt
Net Investment Income$592NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,328DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$389,639EOYBookValueAmt
EOYFMV$618,702EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIXED INCOMECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$119,312BookValueAmt
EOYFMV$116,091EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINCOME TAX RECEIVABLEDesc
BOY Book Value$1,478BOYBookValueAmt
EOY Book Value$393EOYBookValueAmt
EOYFMV$393EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$5,692$5,123$0$569
PO BOX EXPENSE$236$118$0$118
ADR FEES$5$5$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FORM 990-PF TAXES$1,085$0$0$0
FOREIGN TAXES$81$81$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.