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DAWN LAUREL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DAWN LAUREL FOUNDATION (EIN 47-3518399)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-03
IRS object ID
201831239349100943
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)
Return2018-05-03T14:00:42-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473518399EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dawn Laurel FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlDAWNBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCH C MAGUIREPersonNm
Person Titleco presidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2018-04-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$2,961,967FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,756InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,756InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$37,074DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,074DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,039NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$196,932GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,037,791TotalRevAndExpnssAmt
Total Net Invst Incm$38,830TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,316OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,316OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$504TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$14,841OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$14,811OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,661TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,346TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,811TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,161TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,346TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,311TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$975,630ExcessRevenueOverExpensesAmt
Net Investment Income$32,484NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$574,972SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$107,932SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$107,932SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$599,130USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$599,109USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,341,167CorporateStockBOYAmt
Corporate Stock EOY$2,184,707CorporateStockEOYAmt
Corporate Stock EOYFMV$2,254,926CorporateStockEOYFMVAmt
Total Assets BOY$1,916,139TotalAssetsBOYAmt
Total Assets EOY$2,891,769TotalAssetsEOYAmt
Total Assets EOYFMV$2,961,967TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,916,139RetainedEarningBOYAmt
Retained Earning EOY$2,891,769RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,916,139TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,891,769TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,916,139TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,891,769TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,916,139TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$975,630ExcessRevenueOverExpensesAmt
Subtotal$2,891,769SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,891,769TotNetAstOrFundBalancesEOYAmt

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$196,932GrossSalesPriceAmt
Cost Or Other Basis$197,971CostOrOtherBasisAmt
Gain Or Loss-$1,039GainOrLossAmt
Gains Minus Excess Or Losses-$1,039GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,039CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,637AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,337,425NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.011692DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,265AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$352,196NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034824DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.046516TotalDistributionRt
Average Distribution0.023258AverageDistributionRt
Net Vl Noncharitable Assets$2,189,087NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$50,914AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$325NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,239AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$55,311QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$325InvestmentIncomeExciseTaxAmt
Subtotal$325SubtotalAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$300EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$300TotalPaymentsAndCreditsAmt
Tax Due$25TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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
Kristin Lynn Maguire
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Co- Pres, Treas1.0$0$0$0
March C Maguire
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, Dir, Co- Pres1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,600,776AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$621,647AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,222,423TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,222,423AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,336CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,189,087NetVlNoncharitableAssetsAmt
Minimum Investment Return$109,454MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$109,454MinimumInvestmentReturnAmt
Tax Based On Investment Income$325TaxBasedOnInvestmentIncomeAmt
Total Tax$325TotalTaxAmt
Distributable Before Adj$109,129DistributableBeforeAdjAmt
Distributable Before Ded$109,129DistributableBeforeDedAmt
Distributable As Adjusted$109,129DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,311ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$55,311QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$325PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$54,986AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,129DistributableAsAdjustedAmt
Undistributed Income PY$52,414UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Qualifying Distributions$55,311QualifyingDistributionsAmt
Applied To Year1$52,414AppliedToYear1Amt
Applied To Current Year$2,897AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$106,232UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CLEMSON COMMUNITY CHURCH
1004 ANDERSON HWYPENDLETONSC29670N/APCGeneral & Unrestricted$7,000
CLEMSON FREE CLINIC
1200 TIGER BLVDCLEMSONSC29631N/APCGeneral & Unrestricted$1,000
CLEMSON MEALS ON WHEELS INC
PO BOX 1415CLEMSONSC29633N/APCGeneral & Unrestricted$2,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS RDKANSAS CITYMO64129N/APCGeneral & Unrestricted$2,000
FOCUS ON THE FAMILY
8605 EXPLORER DRCOLORADO SPRINGSCO80920N/APCGeneral & Unrestricted$11,000
MARYS HOUSE MINISTRY ALLIANCE FOR REGAINING YOUR S
430 DACUSVILLE HWYEASLEYSC29640N/APCGeneral & Unrestricted$5,000
PIEDMONT WOMENS CENTER
PO BOX 26866GREENVILLESC29616N/APCGeneral & Unrestricted$11,000
RIPPLE OF ONE INC
PO BOX 1807SENECASC29679N/APCGeneral & Unrestricted$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,756ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,074ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,039ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$37,791ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,791TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonEstate of Dawn Laurel MaguireContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line130 Bridgewater DriveAddressLine1Txt
CityGreenvilleCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29615ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK RESOURCES & COMMODIT$192,721$246,154
ISHARES SHORT MATURITY BOND ET$607,460$606,610
PIMCO ENHANCED SHORT MATURITY$616,362$616,747
SPDR S&P GLOBAL NATURAL RESOUR$102,332$127,041
TEMPLETON GLOBAL INCOME FUND$57,133$56,966
VANGUARD ST BOND ETF$608,699$601,408

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$599,130USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$599,109USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$14,786$14,786
Bank Charges$30$30
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$6,316Amt
Net Investment Income$6,316NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2017$300
990-PF Excise Tax for 2016$204

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