WEST FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WEST FAMILY FOUNDATION (EIN 20-0901141)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-13
IRS object ID
201713179349101546
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)
Return2017-11-13T14:13:59-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205556145PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRAZEE IVY DAVIS PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15100 POPLAR AVE STE 1400AddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP381371499ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200901141EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WEST FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone9012899383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16165 CHARTWELL LANEAddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLE WESTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9012899383PhoneNum
Signature2017-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJERRY J DAVIS CPAPreparerPersonNm
PTINP00700147PTIN
Phone9016851040PhoneNum
Preparation2017-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.151.198.241IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-08IPDt
IP Tm17:53:37IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id15753CCED3A0BECBBE31A776F4719ED40C9E8618AtSubmissionCreationDeviceId
At Submission Filing Device Id15753CCED3A0BECBBE31A776F4719ED40C9E8618AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,934,732FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,168InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,168InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,127DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,127DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$136,087NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,539,325GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$136,087CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$163,382TotalRevAndExpnssAmt
Total Net Invst Incm$163,382TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$685TaxesRevAndExpnssAmt
Taxes Net Invst Incm$685TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,398OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,199OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,199OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,083TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,884TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,199TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$97,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$97,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,083TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,884TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$102,199TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$55,299ExcessRevenueOverExpensesAmt
Net Investment Income$157,498NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$93,989SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,461,986SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,461,986SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,751,563CorporateStockBOYAmt
Corporate Stock EOY$438,865CorporateStockEOYAmt
Corporate Stock EOYFMV$472,746CorporateStockEOYFMVAmt
Total Assets BOY$1,845,552TotalAssetsBOYAmt
Total Assets EOY$1,900,851TotalAssetsEOYAmt
Total Assets EOYFMV$1,934,732TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,565,396CapitalStockBOYAmt
Capital Stock EOY$2,565,396CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$719,844RetainedEarningBOYAmt
Retained Earning EOY-$664,545RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,845,552TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,900,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,845,552TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,900,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,845,552TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$55,299ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,900,851SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,900,851TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$1,531,316$1,403,238$128,078$128,078
CAPITAL GAINS DIVIDENDSP$8,009$8,009$8,009
FieldValueIRS element (for citing)
Capital Gain Net Income$136,087CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$108,821AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,106,165NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051668DistributionYr1Rt
Adjusted Qlfy Distri Yr2$106,315AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,201,411NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048294DistributionYr2Rt
Adjusted Qlfy Distri Yr3$91,876AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,050,754NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044801DistributionYr3Rt
Adjusted Qlfy Distri Yr4$77,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,875,157NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041330DistributionYr4Rt
Adjusted Qlfy Distri Yr5$85,617AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,576,546NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054307DistributionYr5Rt
Total Distribution0.240400TotalDistributionRt
Average Distribution0.048080AverageDistributionRt
Net Vl Noncharitable Assets$1,934,600NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$93,016AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,575NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$94,591AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$102,199QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,575InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,575SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,575TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$3,000AppliedToEsTaxAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Es Penalty$20EsPenaltyAmt
Overpayment$1,405OverpaymentAmt
Applied To ES Tax$1,405AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
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 BooksCAROLE WILSON WESTIndividualWithBooksNm
Phone9012899383PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16165 CHARTWELL LANEAddressLine1Txt
CityMEMPHISCityNm
State AbbreviationTNStateAbbreviationCd
ZIP38120ZIPCd
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
LEE WEST MORRIS
4354 WALNUT GROVE ROADMEMPHISTN38117PRESIDENT0.00$0$0$0
MARGARET HOATH WEST
6165 CHARTWELL LANEMEMPHISTN38120SECRETARY0.00$0$0$0
CAROLE WILSON WEST
6165 CHARTWELL LANEMEMPHISTN38120TREASURER0.00$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$1,089,817AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$874,244AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,964,061TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,964,061AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,934,600NetVlNoncharitableAssetsAmt
Minimum Investment Return$96,730MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$96,730MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,575TaxBasedOnInvestmentIncomeAmt
Total Tax$1,575TotalTaxAmt
Distributable Before Adj$95,155DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$95,155DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$95,155DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$102,199ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$102,199QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,575PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$100,624AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,155DistributableAsAdjustedAmt
Undistributed Income PY$96,298UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$102,199QualifyingDistributionsAmt
Applied To Year1$96,298AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,901AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$89,254UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
METHODIST HEALTHCARE
1211 UNION AVE SUITE 700MEMPHISTN38104NONE501(C)(3)GENERAL OPERATING FUND$47,000
SHELBY COUNTY LAW ENFORCEMENT FOUNDATION
530 OAK COURT DRIVE SUITE 365MEMPHISTN38117NONE501(C)(3)GENERAL OPERATING FUND$25,000
CHRIST COMMUNITY HEALTHCARE
2595 CENTRAL AVEMEMPHISTN38104NONE501(C)(3)GENERAL OPERATING FUND$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$97,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,168ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,127ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$136,087ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$163,382ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$163,382TotalIncomeProducingActyAmt

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE ORGANIZATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY A PORTION OF THE UNDISTRIBUTED INCOME REMAINING AFTER THE ALLOCATION TO 2009 TO THE 2008 UNDISTRIBUTED INCOME.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PUBLICLY TRADED STOCKS$685$489
PUBLICLY TRADED MUTUAL FUNDS$438,180$472,257

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$10,398RevenueAndExpensesPerBooksAmt
Net Investment Income$5,199NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,199DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryWITHHELD FOREIGN TAXESCategoryTxt
Amt$685Amt
Net Investment Income$685NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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