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DEAN AND CAROL MUELLER FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DEAN AND CAROL MUELLER FAMILY FOUNDATION (EIN 81-0776819)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201821349349102422
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)
Return2018-05-14T12:20:25-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341912961PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN & COMPANY LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1OFFICES LISTED ATAddressLine1Txt
CityWWWCOHENCPACOMCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810776819EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEAN AND CAROL MUELLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEANBusinessNameControlTxt
Phone2166961422PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line131680 LAKE ROADAddressLine1Txt
CityAVON LAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEAN T MUELLERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2166961422PhoneNum
Signature2018-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREG SPEECEPreparerPersonNm
PTINP01439095PTIN
Phone8002291099PhoneNum
Preparation2018-05-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.60.57.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-07IPDt
IP Tm14:16:40IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdE8BFE343D4DF53C8D3833D0B9DB1241A0C4E8A78AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,753,089FMVAssetsEOYAmt
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$73,467DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,467DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,177NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$164,027GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,368CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$118,644TotalRevAndExpnssAmt
Total Net Invst Incm$134,835TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$13,840OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,840OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,840TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,840TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$261,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$261,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$275,540TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,840TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$261,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$156,896ExcessRevenueOverExpensesAmt
Net Investment Income$120,995NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,838,847CashBOYAmt
Cash EOY$261,357CashEOYAmt
Cash EOYFMV$261,357CashEOYFMVAmt
Other Investments BOY$2,560,564OtherInvestmentsBOYAmt
Other Investments EOY$3,981,158OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,491,732OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,399,411TotalAssetsBOYAmt
Total Assets EOY$4,242,515TotalAssetsEOYAmt
Total Assets EOYFMV$4,753,089TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,399,411RetainedEarningBOYAmt
Retained Earning EOY$4,242,515RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,399,411TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,242,515TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,399,411TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,242,515TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,399,411TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$156,896ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,242,515SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,242,515TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
355 SHARES OF SPDR S&P 500 ETF2016-02-042017-12-13$94,475$70,155$24,320$24,320
217 SHARES OF SPDR S&P 500 ETF2016-12-282017-12-13$57,749$32,504$25,245$25,245
CAPITAL GAINS DIVIDENDS$11,803$11,803$11,803P
FieldValueIRS element (for citing)
Capital Gain Net Income$61,368CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$107,045AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$793,696NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.134869DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$492,500NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.134869TotalDistributionRt
Average Distribution0.067435AverageDistributionRt
Net Vl Noncharitable Assets$4,611,250NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$310,960AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,210NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$312,170AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$261,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,420InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,420SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,420TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$135EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,135TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$715OverpaymentAmt
Applied To ES Tax$715AppliedToESTaxAmt
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 StateOHOrgReportOrRegisterStateCd
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 BooksDEAN T MUELLERIndividualWithBooksNm
Phone2166961422PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line131680 LAKE ROADAddressLine1Txt
CityAVON LAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44012ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL J MUELLER
31680 LAKE ROADAVON LAKEOH44012PRESIDENT1.00$0$0$0
DEAN T MUELLER
31680 LAKE ROADAVON LAKEOH44012SECRETARY/TREASURER1.00$0$0$0
JACQUELYN L MUELLER
31680 LAKE ROADAVON LAKEOH44012CO-VICE PRESIDENT1.00$0$0$0
ALLISON J MUELLER
31680 LAKE ROADAVON LAKEOH44012CO-VICE PRESIDENT1.00$0$0$0
ERIC W MUELLER
31680 LAKE ROADAVON LAKEOH44012CO-VICE PRESIDENT1.00$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$700,286AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,981,186AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,681,472TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,681,472AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,222CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,611,250NetVlNoncharitableAssetsAmt
Minimum Investment Return$230,563MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$230,563MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,420TaxBasedOnInvestmentIncomeAmt
Total Tax$2,420TotalTaxAmt
Distributable Before Adj$228,143DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$228,143DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$228,143DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$261,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$261,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$261,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,143DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$64,994ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$64,994TotalExcessDistributionCyovAmt
Qualifying Distributions$261,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$228,143AppliedToCurrentYearAmt
Remaining Distri From Corpus$33,557RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$98,551TotalCorpusAmt
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$98,551ExcessDistriCyovToNextYrAmt
Excess From Year1$64,994ExcessFromYear1Amt
Excess From Current Year$33,557ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROL J MUELLERContributingManagerNm
Contributing ManagerDEAN T MUELLERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCAROL DEAN MUELLERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line131680 LAKE ROADAddressLine1Txt
CityAVON LAKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44012ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2166961422RecipientPhoneNum
Form And Info And MaterialsSUBMIT REQUEST IN LETTER FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNORTHEASTERN OHIO CIVIC AND CULTURAL 501 (C) (3) ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
103RD OVI MEMORIAL FOUNDATION
5501 E LAKE RDSHEFFIELD LKOH44054UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$200
FRIENDSHIP ANIMAL PROTECTIVE LEAGUE
8303 MURRAY RIDGE ROADELYRIAOH44035UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$26,000
THE SALVATION ARMY
2507 E 22ND STREETCLEVELANDOH44115UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$500
AMERICAN NATIONAL RED CROSS
431 18TH ST NWWASHINGTONDC20006UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$25,000
RONALD MCDONALD HOUSE OF CLEVELAND INC
10415 EUCLID AVENUECLEVELANDOH44106UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$25,000
HOUSTON HUMANE SOCIETY
14700 ALMEDA ROADHOUSTONTX77053UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$25,000
THE GATHERING PLACE
23300 COMMERCE PARKBEACHWOODOH44122UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$25,000
WESTERN RESERVE HISTORICAL SOCIETY
10825 E BOULEVARDCLEVELANDOH44106UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$15,000
SPECIAL OLYMPICS OHIO INC
3303 WINCHESTER PIKECOLUMBUSOH43232UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$10,000
ANIMAL PROTECTIVE LEAGUE
1729 WILEY AVECLEVELANDOH44113UNRELATEDPCGENERAL OPERATING FUNDS FOR EXEMPT PURPOSE$110,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$261,700TotalGrantOrContriPdDurYrAmt
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$73,467ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,177ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$118,644ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,644TotalIncomeProducingActyAmt

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 Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME - BNYAT COST$1,390,252$1,394,241
EQUITY - BNYAT COST$2,590,906$3,097,491

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$13,840RevenueAndExpensesPerBooksAmt
Net Investment Income$13,840NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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