HEALTH FORWARD FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HEALTH FORWARD FOUNDATION INC (EIN 15-6018016)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349103099
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)
Return2018-05-14T12:47:11-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161163912PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FITZGERALD DEPIETRO & WOJNAS CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1291 GENESEE STREETAddressLine1Txt
CityUTICACityNm
State AbbreviationNYStateAbbreviationCd
ZIP13501ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN156018016EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SLOCUM-DICKSON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSLOCBusinessNameControlTxt
Phone3157242145PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11729 BURRSTONE ROADAddressLine1Txt
CityNEW HARTFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13413ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD COMPSONPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLynne StewartPreparerPersonNm
PTINP02011641PTIN
Phone3157242145PhoneNum
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$1,269,790FMVAssetsEOYAmt
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$20,814DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,814DividendsNetInvstIncmAmt
Dividends Adj Net Incm$20,814DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$60,660NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$167,165GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$60,660CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$183NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$81,474TotalRevAndExpnssAmt
Total Net Invst Incm$81,474TotalNetInvstIncmAmt
Total Adj Net Incm$20,997TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,175AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$3,175AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$8,597OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,597OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$8,597OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$828TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$6,508OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,508OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$6,508OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$19,108TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,280TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$18,280TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$49,765ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$49,765ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$68,873TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,280TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$18,280TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$49,765TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,601ExcessRevenueOverExpensesAmt
Net Investment Income$63,194NetInvestmentIncomeAmt
Adjusted Net Income$2,717AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Acct Rcvbl BOY$1,256AcctRcvblBOYAmt
US Government Obligations BOY$1,006,637USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,020,494USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,269,790USGovtObligationsEOYFMVAmt
Total Assets BOY$1,007,893TotalAssetsBOYAmt
Total Assets EOY$1,020,494TotalAssetsEOYAmt
Total Assets EOYFMV$1,269,790TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,500AccountsPayableBOYAmt
Accounts Payable EOY$1,500AccountsPayableEOYAmt
Total Liabilities BOY$1,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,500TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,006,393CapitalStockBOYAmt
Capital Stock EOY$1,018,994CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,006,393TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,018,994TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,007,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,020,494TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,006,393TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,601ExcessRevenueOverExpensesAmt
Subtotal$1,018,994SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,018,994TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
26.113 HARBOR INTERNATIONAL FUNDP2016-12-192017-11-15$1,798$1,615$183$183
150.416 HARBOR INTERNATIONAL FUNDP2012-12-172017-11-15$10,355$9,301$1,054$1,054
77.963 DODGE AND COX STOCK FUNDP2008-08-112017-05-16$14,964$8,979$5,985$5,985
1156.302 HARBOR INTERNATIONAL FUNDP2008-08-052017-11-15$79,603$68,864$10,739$10,739
100.006 VANGUARD MID-CAP STOCK INDEX FUNDP2008-08-072017-05-16$17,464$7,268$10,196$10,196
90.037 VANGUARD 500 INDEXP2011-11-072017-05-16$19,964$10,478$9,486$9,486
CAPITAL GAIN DISTRIBUTIONSP2014-01-012017-01-01$23,017$23,017$23,017
FieldValueIRS element (for citing)
Capital Gain Net Income$60,660CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$183NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$58,934AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,136,658NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05185DistributionYr1Rt
Adjusted Qlfy Distri Yr2$65,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,211,004NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05425DistributionYr2Rt
Adjusted Qlfy Distri Yr3$74,145AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,246,975NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05946DistributionYr3Rt
Adjusted Qlfy Distri Yr4$46,775AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,197,778NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03905DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,580AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,108,026NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03753DistributionYr5Rt
Total Distribution0.242138TotalDistributionRt
Average Distribution0.048428AverageDistributionRt
Net Vl Noncharitable Assets$1,202,312NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$58,226AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$632NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$58,858AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$49,765QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,264InvestmentIncomeExciseTaxAmt
Subtotal$1,264SubtotalAmt
Tax Based On Investment Income$1,264TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$11EsPenaltyAmt
Tax Due$1,275TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FITZGERALD DEPIETRO & WOJNASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3157242145PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1291 GENESEE STAddressLine1Txt
CityUTICACityNm
State AbbreviationNYStateAbbreviationCd
ZIP13501ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TONY SPIRIDIGLOZZI
46 CLINTONVIEW BLVDNEW HARTFORDNY13413Treasurer0.00$0
KELLY PARSONS
520 SENECA STREETUTICANY13502Director0.00$0
PHYLLIS SPINNER
53 ELM STREETDOLGEVILLENY13329Director0.00$0
SARAH PAPARELLA MPH LNHA
950 FLOYD AVEROMENY13440Director0.00$0
DOMINIC PASSALACQUA
2636 EDGEWOOD RDUTICANY13501Vice President0.00$0
MARIE GESUALDO DO
1729 BURRSTONE RDNEW HARTFORDNY13501Director0.00$0
FRANCIS MUTOLO II
1107 ONTARIO STUTICANY13501Director0.00$0
RICHARD COMPSON
2310 GENESEE STUTICANY13501President0.00$0
JOYCE ASTAFAN
1435 HERKIMER RDUTICANY13502Director0.00$0
JAMES CESARE MD
32 MORGAN LANENEW HARTFORDNY13413Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,220,621AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,220,621TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,220,621AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,309CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,202,312NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,116MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,116MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,264TaxBasedOnInvestmentIncomeAmt
Total Tax$1,264TotalTaxAmt
Distributable Before Adj$58,852DistributableBeforeAdjAmt
Distributable Before Ded$58,852DistributableBeforeDedAmt
Distributable As Adjusted$58,852DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,765ExpensesAndContributionsAmt
Qualifying Distributions$49,765QualifyingDistributionsAmt
Adjusted Qualifying Distri$49,765AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$58,852DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$81,127ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$13,316ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,998ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,815ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$103,256TotalExcessDistributionCyovAmt
Qualifying Distributions$49,765QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,765AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$9,087ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,087ExcessDistributionCyovAppCYAmt
Total Corpus$94,169TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$72,040ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$22,129ExcessDistriCyovToNextYrAmt
Excess From Year3$13,316ExcessFromYear3Amt
Excess From Year2$5,998ExcessFromYear2Amt
Excess From Year1$2,815ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSlocum Dickson Foundation INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11729 Burrstone RoadAddressLine1Txt
CityNew HartfordCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13413ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3157242145RecipientPhoneNum
Form And Info And MaterialsDETAILED LETTER REQUEST WITH SUPPORTING DOCUMENTSFormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 1 AND SEPTEMBER 1 OF EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsCENTRAL NEW YORK, MEDICAL EDUCATION RELATEDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UTICA COLLEGE
BURRSTONE ROADUTICANY13502NA501C3GENERAl FUND$5,782
VALLEY HEALTH SERVICES INC
690 W GERMAN STREETHERKIMERNY13350NA501C3GENERAl fund$8,901
HERKIMER COUNTY COMM COLL
100 RESERVOIR ROADHERKIMERNY13350NA501C3general fund$2,000
ARC ONEIDA-LEWIS COUNTY COLLEGE WOR
245 Genesee StreetUTICANY13501NA501C3GENERAL FUND$700
SLOCUM DICKSON EDUCATIONAL INSTITUT
1729 Burrstone RoadNEW HARTFORDNY13413NA501C3GENERAL FUND$20,000
CENTER FOR FAMILY LIFE AND RECOVERY
502 Court StreetUTICANY13502NA501C3GENERAL FUND$3,000
CORNELL COOPERATIVE EXTENSION
2nd StORISKANYNY13424NA501C3GENERAL FUND$2,000
TR PROCTOR HIGH SCHOOL
1203 HILTON AVEUTICANY13501NA501C3GENERAL FUND$1,255
MOHAWK VALLEY INSTITUTE FOR LEARNIN
100 SEYMOUR RDUTICANY13502NA501C3GENERAL FUND$1,800
THE ROOT FARM
2860 KING RDSAUQUOITNY13456NA501C3GENERAL FUND$827
UTICA CHILDREN'S MUSEUM
311 MAIN STUTICANY13501NA501C3GENERAL FUND$2,000
MERCY FLIGHT CENTRAL
2420 BRICKYARD ROADCANANDAIGUANY14424NA501C3GENERAL FUND$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$49,765TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,814ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$60,660ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$81,474ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,474TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/LEGAL FEESCategoryTxt
Amt$3,175Amt
Net Investment Income$3,175NetInvestmentIncomeAmt
Adjusted Net Income$3,175AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
General Explanation Supplemental Information for Form 990-PFPART VIII, LINE 1STATEMENT 7 ADDENDUMPRESIDENT AND TREASURER DEVOTE 15 HOURS ANNUALLY TO THEIR POSITIONALL DIRECTORS DEVOTE 5 HOURS ANNUALLY TO THEIR POSITION
General Explanation Supplemental Information for Form 990-PFSCHEDULE 1 - PART II, LINE 10a NAME BOOK MARKET Dodge & Cox Stock Fund 71,176 97,079Europacific Growth Fund Class F-1 159,222 195,067 Harbor Capital Appreciation Fund 82,983 110,327Metropolitan West Total Return Bond 135,203 132,731Pimco Total Return Fund Institutional 168,656 161,211T Rowe Price Small Cap Stock 54,409 58,687Templeton Global Fund Class A 52,491 52,821Vanguard Intermediate Term 53,467 49,971Vanguard Inflation Protected 66,010 65,128Vanguard 500 Index Fund Investor Shares 117,052 207,425Vanguard Mid- Cap Stock Index Fund 55,835 135,353Sunamerica Money Market 3,990 3,990 --------- ---------- TOTAL 1,020,494 1,269,790

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,020,494USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,269,790USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CONTRACT LABOR$4,200$4,200$4,200
Domain Registration$431$431$431
INSURANCE$1,877$1,877$1,877

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$8,597Amt
Net Investment Income$8,597NetInvestmentIncomeAmt
Adjusted Net Income$8,597AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$828Amt

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