PAUL C RICHARDS & GLADYS RICHARDS CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PAUL C RICHARDS & GLADYS RICHARDS CHARITABLE FOUNDATION (EIN 04-6774586)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-07-30
IRS object ID
201822119349100702
Schema version
2017v2.2
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)
Return2018-07-30T09:07:34-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043037870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOLLUS LYNCH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line189 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046774586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL C RICHARDS AND GLADYS WBusinessNameLine1Txt
Business Name Line2RICHARDS CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone2762364543PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1435 COUNTRY CLUB LANEAddressLine1Txt
CityGALAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24333ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA ARMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2762364543PhoneNum
Signature2018-07-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA E KINGPreparerPersonNm
PTINP00005629PTIN
Phone5087557107PhoneNum
Preparation2018-07-11PreparationDt
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$1,638,732FMVAssetsEOYAmt
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$46,512DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,512DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,502NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$494,124GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,502CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16,261OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,261OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$89,275TotalRevAndExpnssAmt
Total Net Invst Incm$89,275TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$14,315CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,726CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,721OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,721OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$666TaxesRevAndExpnssAmt
Taxes Net Invst Incm$596TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$463TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$206OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,371TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,317TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,726TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,371TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,317TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,726TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,904ExcessRevenueOverExpensesAmt
Net Investment Income$68,958NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,356CashBOYAmt
Cash EOY$39,655CashEOYAmt
Cash EOYFMV$39,655CashEOYFMVAmt
Sav And Temp Cash Invst BOY$52,497SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,297SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,297SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,126,173CorporateStockBOYAmt
Corporate Stock EOY$1,161,175CorporateStockEOYAmt
Corporate Stock EOYFMV$1,336,560CorporateStockEOYFMVAmt
Corporate Bonds BOY$273,221CorporateBondsBOYAmt
Corporate Bonds EOY$242,024CorporateBondsEOYAmt
Corporate Bonds EOYFMV$228,220CorporateBondsEOYFMVAmt
Total Assets BOY$1,455,247TotalAssetsBOYAmt
Total Assets EOY$1,477,151TotalAssetsEOYAmt
Total Assets EOYFMV$1,638,732TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,473,677CapitalStockBOYAmt
Capital Stock EOY$3,473,677CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$2,018,430RetainedEarningBOYAmt
Retained Earning EOY-$1,996,526RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,455,247TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,477,151TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,455,247TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,477,151TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,455,247TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,904ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,477,151SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,477,151TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB 7962P$54,902$54,607$295$295
SCHWAB 1298P$111,039$117,380-$6,341-$6,341
SCHWAB 1298P$298,779$277,344$21,435$21,435
SCHWAB 1298 NONCOVEREDP$20,396$18,291$2,105$2,105
CAPITAL GAINS DIVIDENDSP$9,008$9,008$9,008
FieldValueIRS element (for citing)
Capital Gain Net Income$26,502CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$98,833AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,468,759NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.067290DistributionYr1Rt
Adjusted Qlfy Distri Yr2$40,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,522,603NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.026731DistributionYr2Rt
Adjusted Qlfy Distri Yr3$96,217AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,619,965NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059394DistributionYr3Rt
Adjusted Qlfy Distri Yr4$97,643AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,630,314NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059892DistributionYr4Rt
Adjusted Qlfy Distri Yr5$92,362AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,560,049NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059205DistributionYr5Rt
Total Distribution0.272512TotalDistributionRt
Average Distribution0.054502AverageDistributionRt
Net Vl Noncharitable Assets$1,538,103NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$83,830AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$690NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$84,520AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,726QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,379InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,379SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,379TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$985EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,485TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$106OverpaymentAmt
Applied To ES Tax$106AppliedToESTaxAmt
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 StateMAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2762364543PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1435 COUNTRY CLUB LANEAddressLine1Txt
CityGALAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24333ZIPCd
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
ROBERTA CARLIN
31 POWDER HILL WAY UNIT 31WESTBOROUGHMA01581TRUSTEE5.00$7,158$0$0
LINDA ARMAN
435 COUNTRY CLUB LANEGALAXVA24333TRUSTEE5.00$7,158$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$1,540,017AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,509AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,561,526TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,561,526AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,423CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,538,103NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,905MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,905MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,379TaxBasedOnInvestmentIncomeAmt
Total Tax$1,379TotalTaxAmt
Distributable Before Adj$75,526DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$75,526DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$75,526DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,726ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$37,726QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$37,726AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$75,526DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,888ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,247ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,855ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$25,829ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$65,819TotalExcessDistributionCyovAmt
Qualifying Distributions$37,726QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,726AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$37,800ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$37,800ExcessDistributionCyovAppCYAmt
Total Corpus$28,019TotalCorpusAmt
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$28,019ExcessDistriCyovToNextYrAmt
Excess From Year3$2,190ExcessFromYear3Amt
Excess From Year1$25,829ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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
RONALD MCDONALD HOUSE
229 KENT STREETBROOKLINEMA02446NONEPUBLIC CHARITYMEDICALCOMMUNITY OUTREACH$10,000
ST JUDES RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPUBLIC CHARITYMEDICAL RESEARCH$10,000
TTC RESEARCH GRANT
2954 E PORTOLA VALLEY DRIVEGILBERTAZ85297NONEPUBLIC CHARITYEDUCATIONAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt
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$46,512ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,261ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$26,502ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$89,275ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,275TotalIncomeProducingActyAmt

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 AND LEGALCategoryTxt
Amt$5,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$242,024EOYBookValueAmt
EOYFMV$228,220EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$1,161,175EOYBookValueAmt
EOYFMV$1,336,560EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGEDesc
Revenue And Expenses Per Books$206RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MISCELLANEOUS$12,307$12,307$12,307
MISCELLANEOUS INVESTMENT INCOME$3,954$3,954$3,954

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORYCategoryTxt
Amt$16,721Amt
Net Investment Income$16,721NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES$70$0$0
FOREIGN TAXES$596$596$0

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