BETA

CLARA FRESHOUR NELSON FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CLARA FRESHOUR NELSON FOUNDATION (EIN 74-6436452)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-12
IRS object ID
201812559349100711
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)
Return2018-09-12T15:56:19-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134255527PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALVETTI FERGUSONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 W NOTTINGHAM DRIVE SUITE 100AddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746436452EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARA FRESHOUR NELSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt
Phone2105767001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116215 DEER CRESTAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78248ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELEN E NELSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2105767001PhoneNum
Signature2018-09-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R OLIVER JR CPAPreparerPersonNm
PTINP00120743PTIN
Phone2105363200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.88.155.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-12IPDt
IP Tm15:51:52IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id71C38ECFC99D18207689A8EB8B95EF704101698CAtSubmissionCreationDeviceId
At Submission Filing Device Id71C38ECFC99D18207689A8EB8B95EF704101698CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,637,242FMVAssetsEOYAmt
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$187,455DividendsRevAndExpnssAmt
Dividends Net Invst Incm$187,455DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$145,779NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$379,351GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$145,779CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$333,234TotalRevAndExpnssAmt
Total Net Invst Incm$333,234TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$48,323CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$12,080CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$36,243CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$19,545LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$19,545LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,951TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,951TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$69,819TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,576TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$36,243TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$316,163ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$316,163ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$385,982TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,576TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$352,406TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,748ExcessRevenueOverExpensesAmt
Net Investment Income$299,658NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$344,373SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$151,597SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$151,597SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,445,010CorporateStockBOYAmt
Corporate Stock EOY$6,293,179CorporateStockEOYAmt
Corporate Stock EOYFMV$6,485,645CorporateStockEOYFMVAmt
Total Assets BOY$6,789,383TotalAssetsBOYAmt
Total Assets EOY$6,444,776TotalAssetsEOYAmt
Total Assets EOYFMV$6,637,242TotalAssetsEOYFMVAmt
Other Liabilities BOY$293,225OtherLiabilitiesBOYAmt
Other Liabilities EOY$725OtherLiabilitiesEOYAmt
Total Liabilities BOY$293,225TotalLiabilitiesBOYAmt
Total Liabilities EOY$725TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$6,496,158CapitalStockBOYAmt
Capital Stock EOY$6,444,051CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,496,158TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,444,051TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,789,383TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,444,776TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,496,158TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,748ExcessRevenueOverExpensesAmt
Other Increases$641OtherIncreasesAmt
Subtotal$6,444,051SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,444,051TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FRANKLIN GROWTH CLASS AP2015-01-262017-12-18$5,200$4,140$1,060$1,060
COLUMBIA PPTY TR INC COM NEWP2010-02-012017-12-18$25,189$36,467-$11,278-$11,278
FRANKLIN GROWTH ALLOCATION CL AP2010-01-202017-12-18$85,800$57,978$27,822$27,822
FRANKLIN INCOME CLASS AP2010-01-202017-12-18$70,200$61,941$8,259$8,259
PUTNAM ABSOLUTE RETURN 700 CL AP2010-01-202017-12-18$36,400$32,658$3,742$3,742
SIERRA TACTICAL ALL ASSET FUND CL AP2010-04-222017-12-18$23,400$23,327$73$73
TEMPLETON DEVELOPMENT CLASS AP2010-01-202017-12-18$13,000$14,212-$1,212-$1,212
TEMPLETON GLOBAL BOND CLASS AP2011-01-252017-12-18$2,600$2,849-$249-$249
CAPITAL GAINS DIVIDENDSP$117,562$117,562$117,562
FieldValueIRS element (for citing)
Capital Gain Net Income$145,779CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$300,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,145,225NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048818DistributionYr1Rt
Adjusted Qlfy Distri Yr2$326,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,636,896NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049195DistributionYr2Rt
Adjusted Qlfy Distri Yr3$342,073AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,937,653NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049307DistributionYr3Rt
Adjusted Qlfy Distri Yr4$339,129AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,918,561NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049017DistributionYr4Rt
Adjusted Qlfy Distri Yr5$327,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,702,741NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048876DistributionYr5Rt
Total Distribution0.245213TotalDistributionRt
Average Distribution0.049043AverageDistributionRt
Net Vl Noncharitable Assets$6,499,522NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$318,756AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,997NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$321,753AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$352,406QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,997InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,997SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,997TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,265EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,265TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,268OverpaymentAmt
Applied To ES Tax$1,268AppliedToESTaxAmt
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 BooksH ELIZABETH NELSONIndividualWithBooksNm
Phone2103161020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116215 DEER CRESTAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78248ZIPCd
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

FieldValueIRS element (for citing)
PersonHELEN E NELSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line116215 DEER CRESTAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78248ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$48,323CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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)
Description1TEXAS ASSOCIATION OF MUSIC SCHOOLSTO WORK IN CONCERT TO SERVE AS COMMON VOICE FOR THE ADVANCEMENT OF QUALITY FINE ARTS EDUCATION FOR ALL STUDENTS IN TEXAS.Description1Txt
Expenses1$0Expenses1Amt

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$6,518,012AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$80,487AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,598,499TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,598,499AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$98,977CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,499,522NetVlNoncharitableAssetsAmt
Minimum Investment Return$324,976MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$324,976MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,997TaxBasedOnInvestmentIncomeAmt
Total Tax$2,997TotalTaxAmt
Distributable Before Adj$321,979DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$321,979DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$321,979DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$352,406ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$352,406QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,997PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$349,409AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$321,979DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$524ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$524TotalExcessDistributionCyovAmt
Qualifying Distributions$352,406QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$321,979AppliedToCurrentYearAmt
Remaining Distri From Corpus$30,427RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$30,951TotalCorpusAmt
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$30,951ExcessDistriCyovToNextYrAmt
Excess From Year2$524ExcessFromYear2Amt
Excess From Current Year$30,427ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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
GOD'S DOGS RESCUE
5739 CALLAGHAN ROAD STE 101SAN ANTONIOTX78228NONE501(C)(3)TO HELP RESCUE SMALL DOGS FROM THE COMMUNITY AND HIGH KILL FACILITIES AND TO ENCOURAGE RESPONSIBLE PET OWNERSHIP.$663
WINSTON SCHOOL
8565 EWING HALSELL DRSAN ANTONIOTX78229NONE501(C)(3)TO HELP PROVIDE A PERSONALIZED, COLLEGE PREPATORY EDUCATION TO STUDENTS WITH HIGH POTENTIAL AND IDENTIFIED LEARNING DIFFERENCES.$20,000
SAV-A-PET
7005 MAPLERIDGEBELLAIRETX77401NONE501(C)(3)TO HELP CREATE A NO-KILL ADOPTION CENTER DEDICATED TO FINDING LOVING, QUALITY HOMES FOR EACH CAT AND DOG IN ITS CARE.$4,000
TEXAS ASSOCIATION OF MUSIC SCHOOLS
1120 TEXAS AVE 5BHOUSTONTX77002NONE501(C)(3)TO WORK IN CONCERT TO SERVE AS COMMON VOICE FOR THE ADVANCEMENT OF QUALITY FINE ARTS EDUCATION FOR ALL STUDENTS IN TEXAS.$291,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$316,163TotalGrantOrContriPdDurYrAmt
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$187,455ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$145,779ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$333,234ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$333,234TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$6,293,179EOYBookValueAmt
EOYFMV$6,485,645EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$19,545LegalFeesAmt
Net Investment Income$19,545NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescEXEMPT INTEREST DIVIDENDSDesc
Amt$641Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
945 WITHHOLDING PAYABLE$725$725
DONATIONS PAYABLE$292,500$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,951Amt
Net Investment Income$1,951NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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