BETA

MINDYS HOPE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MINDYS HOPE FOUNDATION (EIN 47-3640237)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201841359349101544
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)
Return2018-05-15T10:45:37-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473640237EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mindy's Hope FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMINDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMINDY PFEILPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2018-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520181355000054FederalOriginalSubmissionId
Federal Original Submission Id2018-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA03CA8425FE017993163D7917FD3F5FFAC126974AtSubmissionCreationDeviceId
At Submission Filing Device IdD58BB870EE853A877EC7D72A60A2150F0DF0EA52AtSubmissionFilingDeviceId
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$2,485,236FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,112InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,112InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$53,219DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,839DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,847NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$815,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,847CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$74,178TotalRevAndExpnssAmt
Total Net Invst Incm$69,798TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$12,515OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,515OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$924TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15,970OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$15,970OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,409TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,515TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,970TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$253,287ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$253,287ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$282,696TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,515TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$269,257TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$208,518ExcessRevenueOverExpensesAmt
Net Investment Income$57,283NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,675,209SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$185,733SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$185,733SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$810,156CorporateStockBOYAmt
Corporate Stock EOY$2,091,114CorporateStockEOYAmt
Corporate Stock EOYFMV$2,299,503CorporateStockEOYFMVAmt
Total Assets BOY$2,485,365TotalAssetsBOYAmt
Total Assets EOY$2,276,847TotalAssetsEOYAmt
Total Assets EOYFMV$2,485,236TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,485,365RetainedEarningBOYAmt
Retained Earning EOY$2,276,847RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,485,365TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,276,847TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,485,365TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,276,847TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,485,365TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$208,518ExcessRevenueOverExpensesAmt
Subtotal$2,276,847SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,276,847TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$815,671GrossSalesPriceAmt
Cost Or Other Basis$796,824CostOrOtherBasisAmt
Gain Or Loss$18,847GainOrLossAmt
Gains Minus Excess Or Losses$18,847GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$18,847CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$156,630AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,516,188NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062249DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,060AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$293,611NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.122816DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.185065TotalDistributionRt
Average Distribution0.092533AverageDistributionRt
Net Vl Noncharitable Assets$2,553,189NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$236,254AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$573NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$236,827AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$269,257QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$573InvestmentIncomeExciseTaxAmt
Subtotal$573SubtotalAmt
Tax Based On Investment Income$573TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$227OverpaymentAmt
Applied To ES Tax$227AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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

FieldValueIRS element (for citing)
PersonMindy K Shearer-PfeilPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,099,265AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$492,805AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,592,070TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,592,070AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,881CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,553,189NetVlNoncharitableAssetsAmt
Minimum Investment Return$127,659MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$127,659MinimumInvestmentReturnAmt
Tax Based On Investment Income$573TaxBasedOnInvestmentIncomeAmt
Total Tax$573TotalTaxAmt
Distributable Before Adj$127,086DistributableBeforeAdjAmt
Distributable Before Ded$127,086DistributableBeforeDedAmt
Distributable As Adjusted$127,086DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$269,257ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$269,257QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$573PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$268,684AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$127,086DistributableAsAdjustedAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr2$24,691ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,945ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$55,636TotalExcessDistributionCyovAmt
Qualifying Distributions$269,257QualifyingDistributionsAmt
Applied To Current Year$127,086AppliedToCurrentYearAmt
Remaining Distri From Corpus$142,171RemainingDistriFromCorpusAmt
Total Corpus$197,807TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$197,807ExcessDistriCyovToNextYrAmt
Excess From Year2$24,691ExcessFromYear2Amt
Excess From Year1$30,945ExcessFromYear1Amt
Excess From Current Year$142,171ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMindy K Shearer-PfeilContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AGAPE RESOURCE & ASSISTANCE CENTER INC
1325 19TH ST STE 38PLANOTX75074N/APCGeneral & Unrestricted$20,000
BETTER ANGELS SOCIETY INC
2100 CRYSTAL DR STE 700ARLINGTONVA22202N/APCCountry Music Program$50,000
CAREITY FOUNDATION
PO BOX 126038FORT WORTHTX76126N/APCGeneral & Unrestricted$30,000
CHILDRENS MEDICAL CENTER FOUNDATION
2777 N STEMMONS FWY STE 700DALLASTX75207N/APCLegacy Campus - Child Life Social Worker Program$25,000
COMMUNITY OF CARING HEARTS CHARITY
7405 KINGSBARNSTHE COLONYTX75056N/APCCharitable Event$5,000
FORT WORTH STOCKSHOW SYNDICATE
PO BOX 17005FORT WORTHTX76102N/APCFort Worth Championship Program$9,787
HOPE CENTER 4 AUTISM - FORT WORTH
2751 GREEN OAKS RDFORT WORTHTX76116N/APCGeneral & Unrestricted$20,000
HOPE CENTER 4 AUTISM - FORT WORTH
2751 GREEN OAKS RDFORT WORTHTX76116N/APCCharitable Event$1,000
TEXAS CENTER FOR ARTS-ACADEMICS
3901 S HULEN STFORT WORTHTX76109N/APCCharitable Event$2,500
THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME INC
1720 GENDY STFORT WORTHTX76107N/APCGeneral & Unrestricted$80,000
WOMEN STEERING BUSINESS
PO BOX 2223FORT WORTHTX76113N/APCChampionship Program$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$253,287TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,112ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,219ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,847ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$74,178ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,178TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK MSCI WORLD INDEX FUN$104,750$124,354
ISHARES BARCLAYS US AGGREGATE$402,937$401,788
ISHARES CORE MSCI EAFE ETF$92,037$99,333
ISHARES JP MORGAN USD EM MKTS$44,503$45,860
ISHARES MSCI-JAPAN$21,676$25,770
ISHARES TRUST MSCI EAFE INDEX$353,315$413,774
PIMCO HIGH-YIELD INSTL$141,318$142,684
VANGUARD S&P 500 ETF$636,663$753,776
VANGUARD SHORT TERM INFLATION$66,615$65,907
VANGUARD TOT INTL BOND IX ADMI$227,300$226,257

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$15,945$15,945
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$12,515Amt
Net Investment Income$12,515NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2017$800
990-PF Excise Tax for 2016$124

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.