HILLQUIST IRRV FAM FOUNDATION TR UA 01121999: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HILLQUIST IRRV FAM FOUNDATION TR UA 01121999 (EIN 38-6750813)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-06
IRS object ID
201700969349100315
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)
Return2017-04-06T15:19:57-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202349670PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DGN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 947AddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP496850947ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386750813EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HILLQUIST IRREVOCABLE FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHILLBusinessNameControlTxt
Phone5172798445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16227 RIDGE DRIVEAddressLine1Txt
CityBENZONIACityNm
State AbbreviationMIStateAbbreviationCd
ZIP496169607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON HILLQUISTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5172798445PhoneNum
Signature2017-04-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY F KRANTZPreparerPersonNm
PTINP00037663PTIN
Phone2319461722PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.36.16.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-04-01IPDt
IP Tm12:04:43IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB075981B97EF5521BEC1632FA8BB7783560F9772AtSubmissionCreationDeviceId
At Submission Filing Device Id3ABB55702DA9412921E233546509E19BB6BE1553AtSubmissionFilingDeviceId
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$208,372FMVAssetsEOYAmt
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$1,794InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,794InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,891DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,891DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,582NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,582GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,582CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,267TotalRevAndExpnssAmt
Total Net Invst Incm$10,267TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,484CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$360TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,844TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,857ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,857ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,701TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,857TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,434ExcessRevenueOverExpensesAmt
Net Investment Income$10,267NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,572SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,797SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,797SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$7,822AcctRcvblBOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Investments BOY$169,536OtherInvestmentsBOYAmt
Other Investments EOY$195,575OtherInvestmentsEOYAmt
Other Investments EOYFMV$195,575OtherInvestmentsEOYFMVAmt
Total Assets BOY$197,930TotalAssetsBOYAmt
Total Assets EOY$208,372TotalAssetsEOYAmt
Total Assets EOYFMV$208,372TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$197,930UnrestrictedBOYAmt
Unrestricted EOY$208,372UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$197,930TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$208,372TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$197,930TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$208,372TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$197,930TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,434ExcessRevenueOverExpensesAmt
Other Increases$21,876OtherIncreasesAmt
Subtotal$208,372SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$208,372TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,582GrossSalesPriceAmt
Gain Or Loss$1,582GainOrLossAmt
Gains Minus Excess Or Losses$1,582GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,582CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$194,355NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.005145DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,217AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$190,399NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048409DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,829AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$189,218NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051945DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,155AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$188,845NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059070DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,400AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$181,973NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.029675DistributionYr5Rt
Total Distribution0.194244TotalDistributionRt
Average Distribution0.038849AverageDistributionRt
Net Vl Noncharitable Assets$196,251NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,624AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$103NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,727AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,857QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$103InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$103SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$103TaxDueAmt

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 StateMIOrgReportOrRegisterStateCd
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 BooksSHANA GRIFEIndividualWithBooksNm
Phone5172798445PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1417 NORTHSHORE DRIVEAddressLine1Txt
CityCOLDWATERCityNm
State AbbreviationMIStateAbbreviationCd
ZIP490361274ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHANA GRIFE
417 NORTHSHORE DRIVECOLDWATERMI49036CO-TRUSTEE1.00$1,242$0$0
LARA BOUSE
PO BOX 2480HOWELLMI48844CO-TRUSTEE1.00$1,242$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$182,555AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,685AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$199,240TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$199,240AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,989CashDeemedCharitableAmt
Net Vl Noncharitable Assets$196,251NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,813MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,813MinimumInvestmentReturnAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Total Tax$103TotalTaxAmt
Distributable Before Adj$9,710DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,710DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,710DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,857ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,857QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$103PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,754AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,710DistributableAsAdjustedAmt
Undistributed Income PY$7,407UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$18,857QualifyingDistributionsAmt
Applied To Year1$7,407AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,710AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,740RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,740TotalCorpusAmt
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$1,740ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,740ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PAUL OLIVER AUXILLARY
1150 MEDICAL CAMPUS DRIVETRAVERSE CITYMI49684NONENOT-FOR-PROFIT ORGANDIGITIZING OF RADIOLOGY EQUIPMENT$1,000
BENZIE AREA HISTORICAL SOCIETY
6941 TRAVERSE STREET PO BOX 185BENZONIAMI49616NONENOT-FOR-PROFIT ORGANHISTORICAL SOCIETY$500
TIBBETS OPERA HOUSE FOUNDATION
14 S HANCHETT STREETCOLDWATERMI49036NONENOT-FOR-PROFIT ORGANENDOWMENT FUND FOR CHILDREN'S PROGRAMMING$3,500
BCCF TENNIS COURTS
2 W CHICAGO ST E1COLDWATERMI49036NONENOT-FOR-PROFIT ORGANTENNIS COURTS RENOVATION FUND$3,000
AARP FOUNDATION
PO BOX 93207LONG BEACHCA908093207NONENOT-FOR-PROFIT ORGANSOLUTIONS TO PROBLEMS FACING OLDER ADULTS$1,000
FRIENDS OF THE BETSIE VALLEY TRAIL
PO BOX 474BEULAHMI496170474NONENOT-FOR-PROFIT ORGANTRAIL IMPROVEMENTS AND MAINTENANCE$250
BRANCH COUNTY COALITION AGAINST DOMESTIC VIOLENCE
222 N MICHIGAN AVENUECOLDWATERMI49036NONENOT-FOR-PROFIT ORGANPLAYGROUND EQUIPMENT/FENCEPLAYGROUND EQUIPMENT/FENCE$1,850
FRIENDS OF THE POINT BETSIE LIGHTHOUSE
PO BOX 601FRANKFORTMI49635NONENOT-FOR-PROFIT ORGANPRESERVATION/OPERATION OF LIGHTHOUSEPRESERVATION/OPERATION OF LIGHTHOUSE$500
FRIENDS OF THE BENZIE ICE RINK
448 COURT PLACEBEULAHMI49617NONENOT-FOR-PROFIT ORGANICE RINK OPERATION$100
BENZIE SENIOR RESOURCES
10542 MAIN STREETHONORMI49640NONENOT-FOR-PROFIT ORGANCOMPREHENSIVE SENIOR SERVICESCOMPREHENSIVE SENIOR SERVICES$400
SAE FOUNDATION
400 COMMONWEALTH DRIVEWARRENDALEPA15096NONENOT-FOR-PROFIT ORGANHILLQUIST ENGINEERING SCHOLARSHIP$2,000
MOSLEM TEMPLE HOSPITAL TRANSPORTATION
24350 SOUTHFIELD ROADSOUTHFIELDMI48075NONENOT-FOR-PROFIT ORGANFREE TRANSPORTATION FOR CHILDREN TO SHRINERS HOSPITALS$1,000
BENZIE CENTRAL SCHOOLS FOUNDATION
9222 HOMESTEAD ROADBENZONIAMI49616NONENOT-FOR-PROFIT ORGANHILLQUIST SCHOLARSHIP$1,000
ST JUDE'S CHILDREN'S HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONENOT-FOR-PROFIT ORGANMEDICAL FOR CHILDREN$500
FOSTER CLOSET OF LIVINGSTON COUNTY
902 VICTORY DRIVE 531HOWELLMI48843NONENOT-FOR-PROFIT ORGANPERSONAL ITEMS FOR FOSTER CHILDREN$457
INLAND SEAS EDUCATION ASSOCIATION
PO BOX 218SUTTONS BAYMI49682NONENOT-FOR-PROFIT ORGANPROTECTING THE GREAT LAKES THROUGH EDUCATIONPROTECTING THE GREAT LAKES THROUGH EDUCATION$800
BRANCH COUNTY COMMUNITY FOUNDATION
2 W CHICAGO ST E1COLDWATERMI49036NONENOT-FOR-PROFIT ORGANSTEM WOMAN HILLQUIST SCHOLARSHIPSTEM WOMAN HILLQUIST SCHOLARSHIPSTEM WOMAN HILLQUIST SCHOLARSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,857TotalGrantOrContriPdDurYrAmt
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$1,794ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,891ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,582ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,267ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,267TotalIncomeProducingActyAmt

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 (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$110,106$110,106
STOCKSFMV$51,860$51,860
BONDSFMV$33,609$33,609

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$21,876Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$74$0$0
EXCISE TAX PAID$286$0$0

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