JOHN W AND CLARA C HIGGINS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JOHN W AND CLARA C HIGGINS FOUNDATION (EIN 04-6026914)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-20
IRS object ID
201832639349100408
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)
Return2018-09-20T15:12:07-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042628601PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLETCHER TILTON PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1370 MAIN ST 11TH FLOORAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP016081779ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046026914EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN W & CLARA C HIGGINS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone5084598000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1370 MAIN STREET 12TH FLOORAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01608ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUMNER B TILTON JRPersonNm
Person TitlePOWER OF ATTORNEYPersonTitleTxt
Phone5084598000PhoneNum
Signature2018-09-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT H THOMPSON CPAPreparerPersonNm
PTINP01236382PTIN
Phone5084598000PhoneNum
Preparation2018-09-18PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address131.239.15.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-20IPDt
IP Tm14:12:07IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5AFC690F395F0A734E0825ADC4DC24929672A085AtSubmissionCreationDeviceId
At Submission Filing Device Id602955D7919B63BB9FAC985AAC2BD55356110632AtSubmissionFilingDeviceId
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$2,009,899FMVAssetsEOYAmt
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$24,873DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,873DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$109,655NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$449,299GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$109,655CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,187OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,118OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$135,715TotalRevAndExpnssAmt
Total Net Invst Incm$135,646TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,961AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,480AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,481AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,535OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,535OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,963TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$299OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$76OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,758TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,020TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,557TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,001ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,001ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,759TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,020TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$88,558TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,956ExcessRevenueOverExpensesAmt
Net Investment Income$113,626NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$102,606SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$157,682SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$157,682SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$994,854CorporateStockBOYAmt
Corporate Stock EOY$1,000,125CorporateStockEOYAmt
Corporate Stock EOYFMV$1,852,217CorporateStockEOYFMVAmt
Other Investments BOY$37,391OtherInvestmentsBOYAmt
Total Assets BOY$1,134,851TotalAssetsBOYAmt
Total Assets EOY$1,157,807TotalAssetsEOYAmt
Total Assets EOYFMV$2,009,899TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,134,851RetainedEarningBOYAmt
Retained Earning EOY$1,157,807RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,134,851TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,157,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,134,851TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,157,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,134,851TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,956ExcessRevenueOverExpensesAmt
Subtotal$1,157,807SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,157,807TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100 SHS GENERAL ELECTRICP2000-06-222017-01-25$3,024$4,846-$1,822-$1,822
1500 SHS BLACKSTONE GROUP LPP2013-10-142017-11-15$45,714$37,356$8,358$8,358
300 SHS GENERAL ELECTRICP2008-07-232017-01-25$9,071$8,791$280$280
50 SHS FACEBOOK INCP2012-12-272017-11-30$8,785$1,321$7,464$7,464
100 SHS JOHNSON & JOHNSONP2000-04-102017-01-27$11,281$3,813$7,468$7,468
150 SHS FACEBOOK INCP2012-11-192017-11-30$26,353$3,487$22,866$22,866
700 SHS GILEAD SCIENCES INCP2014-04-282017-02-16$48,906$52,576-$3,670-$3,670
10 SHS ALPHABET, INCP2012-01-272017-12-06$10,308$2,901$7,407$7,407
600 SHS EXXON MOBILP2000-06-162017-03-02$50,282$25,205$25,077$25,077
K-1 BLACKSTONE GROUP LPP$1,684$1,684$1,684
600 SHS MOBILEYE NV AMSTELVEEP2017-02-162017-05-22$37,042$27,019$10,023$10,023
K-1 BLACKSTONE GROUP LP - 1231P$194$194$194
500 SHS MEAD JOHNSON NUTRITIONP2012-12-282017-05-22$44,436$36,841$7,595$7,595
1000 SHS PFIZER, INCP2016-01-222017-08-01$32,823$31,073$1,750$1,750
100 SHS AMERISOURCEBERGEN CORPP2014-02-252017-10-05$8,414$6,878$1,536$1,536
100 SHS AMERISOURCEBERGEN CORPP2013-07-312017-10-05$8,414$5,860$2,554$2,554
400 SHS AMERISOURCEBERGEN CORPP2013-06-262017-10-05$33,654$22,042$11,612$11,612
332 SHS JOHNSON CONTROLS INTL PLCP2016-09-302017-10-05$13,693$15,520-$1,827-$1,827
668 SHS JOHNSON CONTROLS INTL PLCP2013-09-062017-10-05$27,551$30,521-$2,970-$2,970
500 SHS GENERAL ELECTRICP2003-05-132017-10-18$11,529$14,370-$2,841-$2,841
700 SHS GENERAL ELECTRICP2009-06-152017-10-18$16,141$9,224$6,917$6,917
FieldValueIRS element (for citing)
Capital Gain Net Income$109,655CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$11,901NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$87,996AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,731,300NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050827DistributionYr1Rt
Adjusted Qlfy Distri Yr2$96,664AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,859,120NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051994DistributionYr2Rt
Adjusted Qlfy Distri Yr3$94,266AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,867,012NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050490DistributionYr3Rt
Adjusted Qlfy Distri Yr4$93,207AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,682,198NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055408DistributionYr4Rt
Adjusted Qlfy Distri Yr5$91,341AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,562,580NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058455DistributionYr5Rt
Total Distribution0.267174TotalDistributionRt
Average Distribution0.053435AverageDistributionRt
Net Vl Noncharitable Assets$1,892,757NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$101,139AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,136NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$102,275AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$88,558QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,273InvestmentIncomeExciseTaxAmt
Subtotal$2,273SubtotalAmt
Tax Based On Investment Income$2,273TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,680EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,180TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$22EsPenaltyAmt
Overpayment$2,885OverpaymentAmt
Applied To ES Tax$2,885AppliedToESTaxAmt

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 StateMAOrgReportOrRegisterStateCd
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 Line1FLETCHER TILTON PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5084598000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1370 MAIN STREET 12TH FLOORAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP016081779ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VERONICA WILDING-WHITE WINTERS
2210 E MULE DEER RDSEDONAAZ86336TRUSTEE1.00$0$0$0
ELISABETH H NULL
706 BONIFONT STREETSILVER SPRINGMD20910TRUSTEE1.00$0$0$0
HEATHER J WILDING
135 NASHUA ROADBEDFORDNH03110TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,808,759AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$112,822AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,921,581TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,921,581AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,824CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,892,757NetVlNoncharitableAssetsAmt
Minimum Investment Return$94,638MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$94,638MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,273TaxBasedOnInvestmentIncomeAmt
Total Tax$2,273TotalTaxAmt
Distributable Before Adj$92,365DistributableBeforeAdjAmt
Distributable Before Ded$92,365DistributableBeforeDedAmt
Distributable As Adjusted$92,365DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$88,558ExpensesAndContributionsAmt
Qualifying Distributions$88,558QualifyingDistributionsAmt
Adjusted Qualifying Distri$88,558AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,365DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$2,878ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,333ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,080ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,291TotalExcessDistributionCyovAmt
Qualifying Distributions$88,558QualifyingDistributionsAmt
Applied To Current Year$88,558AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,807ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,807ExcessDistributionCyovAppCYAmt
Total Corpus$6,484TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,484ExcessDistriCyovToNextYrAmt
Excess From Year2$3,404ExcessFromYear2Amt
Excess From Year1$3,080ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1370 MAIN STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01608ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeSEE ATTACHEDGrantOrContributionPurposeTxt
Amt$85,001Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,001TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,873ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,118ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$109,655ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 BUSINESS AND RENTAL BLADesc
Business523000BusinessCd
Unrelated Business Taxbl Incm$69UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$69UnrelatedBusinessTaxblIncmAmt
Exclusion$135,646ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$135,715TotalIncomeProducingActyAmt

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)
CategoryTRUST AND ACCOUNTING FEESCategoryTxt
Amt$6,961Amt
Net Investment Income$3,480NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,481DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTORS BANK AND TRUSTStockNm
EOY Book Value$1,000,125EOYBookValueAmt
EOYFMV$1,852,217EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBLACKSTONE GROUP LP COMCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
PC FILING FEE$35$35
MICROEDGE FEE$41$41
K-1 EXPENSES$223

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 OTHER INCIME$1,111$1,111
K-1 ROYALTY$7$7
K-1 BUSINESS AND RENTAL BLACK$69

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT FEES$16,626$16,626
CUSTODIAL FEES$1,909$1,909

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAX PAYMENT$1,958
K-1 FOREIGN TAXES$5$5

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