THE RME FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE RME FOUNDATION INC (EIN 22-2989388)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-01-24
IRS object ID
201820249349100102
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)
Return2018-01-24T10:33:37-06:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161468002PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHIAMPOU TRAVIS BESAW & KERSHNER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line145 BRYANT WOODS NORTHAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222989388EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RME FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRMEFBusinessNameControlTxt
Phone7168815074PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line149 CLEVELAND AVENUEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEO N HOPKINSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7168815074PhoneNum
Signature2018-01-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHERYL JANKOWSKIPreparerPersonNm
PTINP00540410PTIN
Phone7166302400PhoneNum
Preparation2018-01-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.45.217.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-01-24IPDt
IP Tm10:49:35IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCA7BA34DA419EE3F0C28CAE033C26E790D7FA320AtSubmissionCreationDeviceId
At Submission Filing Device IdCE2FBD9773AE34299F105D838E0EF77450F0EE21AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$988,641FMVAssetsEOYAmt
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$16,082DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,082DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,953NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,788GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,953CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$82OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$22,117TotalRevAndExpnssAmt
Total Net Invst Incm$22,035TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,150AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,884OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,884OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$140TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,174TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,034TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,060ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,060ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,234TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,034TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,060TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$117ExcessRevenueOverExpensesAmt
Net Investment Income$15,001NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$451,654SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$47,763SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$47,763SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$23,800CorporateStockBOYAmt
Corporate Stock EOY$29,170CorporateStockEOYAmt
Corporate Stock EOYFMV$29,170CorporateStockEOYFMVAmt
Other Investments BOY$455,565OtherInvestmentsBOYAmt
Other Investments EOY$911,708OtherInvestmentsEOYAmt
Other Investments EOYFMV$911,708OtherInvestmentsEOYFMVAmt
Total Assets BOY$931,019TotalAssetsBOYAmt
Total Assets EOY$988,641TotalAssetsEOYAmt
Total Assets EOYFMV$988,641TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$620,604CapitalStockBOYAmt
Capital Stock EOY$620,604CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$310,415RetainedEarningBOYAmt
Retained Earning EOY$368,037RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$931,019TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$988,641TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$931,019TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$988,641TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$931,019TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$117ExcessRevenueOverExpensesAmt
Other Increases$57,739OtherIncreasesAmt
Subtotal$988,641SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$988,641TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
675 SHS ALERIAN MLP ETFP2015-09-032016-10-24$8,498$9,019-$521-$521
175 SHS HEALTH CARE SELECT SECTOR SPDR FUND ETFP2014-06-252017-06-02$13,523$10,678$2,845$2,845
175 SHS ISHARES 1-3 YR TREAS BOND ETFP2016-04-082017-06-02$14,794$14,884-$90-$90
215 SHS PIMCO 0-5 YEAR H/Y CORP BOND INDEX ETFP2016-04-292017-02-03$21,652$20,528$1,124$1,124
156 SHS PIMCO 0-5 YEAR H/Y CORP BOND INDEX ETFP2016-10-212017-02-03$15,710$15,548$162$162
TECHNOLOGY SELECT SECTOR SPDR ETFP2014-06-252016-11-17$13,015$10,461$2,554$2,554
WISDOMTREE BLMBG US DOLLAR BULLISH FUND ETFP2014-03-272017-08-17$4,249$4,120$129$129
WISDOMTREE BLMBG US DOLLAR BULLISH FUND ETFP2015-05-122017-08-17$3,347$3,597-$250-$250
FieldValueIRS element (for citing)
Capital Gain Net Income$5,953CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,490AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$533,164NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.019675DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,130AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$517,686NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038885DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,590AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$517,478NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032059DistributionYr3Rt
Adjusted Qlfy Distri Yr4$35,700AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$490,843NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.072732DistributionYr4Rt
Adjusted Qlfy Distri Yr5$38,240AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$492,175NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.077696DistributionYr5Rt
Total Distribution0.241047TotalDistributionRt
Average Distribution0.048209AverageDistributionRt
Net Vl Noncharitable Assets$932,938NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$44,976AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$150NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$45,126AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,060QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$300InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$300SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$300TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$300TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksANN ADAM HOPKINSIndividualWithBooksNm
Phone7168815074PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line149 CLEVELAND AVENUEAddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14222ZIPCd
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
DR L NELSON HOPKINS III
49 CLEVELAND AVENUEBUFFALONY14222PRESIDENT, TREASURER2.00$0$0$0
ANN ADAM HOPKINS
49 CLEVELAND AVENUEBUFFALONY14222VICE PRESIDENT, SECRETARY2.00$0$0$0
GERALD LIPPES
74 LINCOLN PARKWAYBUFFALONY14222DIRECTOR2.00$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

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$804,092AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$143,053AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$947,145TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$947,145AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,207CashDeemedCharitableAmt
Net Vl Noncharitable Assets$932,938NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,647MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,647MinimumInvestmentReturnAmt
Tax Based On Investment Income$300TaxBasedOnInvestmentIncomeAmt
Total Tax$300TotalTaxAmt
Distributable Before Adj$46,347DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,347DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,347DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,060ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$15,060QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$15,060AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,347DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,080ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$35,700ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,590ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$75,370TotalExcessDistributionCyovAmt
Qualifying Distributions$15,060QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,060AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$31,287ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$31,287ExcessDistributionCyovAppCYAmt
Total Corpus$44,083TotalCorpusAmt
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$44,083ExcessDistriCyovToNextYrAmt
Excess From Year4$27,493ExcessFromYear4Amt
Excess From Year3$16,590ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDR L NELSON HOPKINS IIIContributingManagerNm
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
ALBRIGHT KNOX ART GALLERY
1285 ELMWOOD AVENUEBUFFALONY14222NONEPUBLICPUBLIC WELFARE$10,000
NATIONAL WILDLIFE MUSEUM
2820 RUNGIUS RDJACKSONWY83001NONEPUBLICCHARITABLE$90
WBFD
HORIZONS PLAZA PO BOX 1263BUFFALONY14240NONEPUBLICCHARITABLE$100
WNED
HORIZONS PLAZA PO BOX 1263BUFFALONY14240NONEPUBLICCHARITABLE$120
THE LONG ISLAND PINE BARRENS SOCIETY
547 E MAIN STREETRIVERHEADNY11901NONEPUBLICCHARITABLE$500
NARDIN ACADEMY
135 CLEVELAND AVENUEBUFFALONY14222NONEPUBLICEDUCATIONAL$1,000
GRAND TETON MUSIC FESTIVAL
4015 LAKE CREEEK DR N STE 100WILSONWY83014NONEPUBLICCHARITABLE$3,000
FRENCH AMERICAN SCHOOL OF RHODE ISLAND
75 JOHN STPROVIDENCERI02906NONEPUBLICEDUCATIONAL$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,060TotalGrantOrContriPdDurYrAmt
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$16,082ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,953ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$22,117ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,117TotalIncomeProducingActyAmt

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$2,150Amt
Net Investment Income$2,150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$29,170EOYBookValueAmt
EOYFMV$29,170EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCLOSED END MUTUALCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$911,708BookValueAmt
EOYFMV$911,708EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTAX REFUNDDesc
Revenue And Expenses Per Books$82RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$82AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$57,739Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$4,884Amt
Net Investment Income$4,884NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$140Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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