CAROLYN K TRIBE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CAROLYN K TRIBE FOUNDATION (EIN 27-6595079)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202543219349103924
Schema version
2024v5.2
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)
Return2025-11-17T12:18:19-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270542316PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Allied CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line190 Linden Oaks Suite 100AddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14625ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276595079EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Carolyn K Tribe FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone6172544422PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 Ash StreetAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCarolyn K TribePersonNm
Person TitleTrusteePersonTitleTxt
Phone6172544422PhoneNum
Signature2025-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJonathan E Bradshaw CPAPreparerPersonNm
PTINP02189248PTIN
Phone5854106733PhoneNum
Preparation2025-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$610,753FMVAssetsEOYAmt
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$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,214DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,214DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,914NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,914GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$19,914CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$32,133TotalRevAndExpnssAmt
Total Net Invst Incm$32,133TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$5,958OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$247TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,205TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,705TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,572ExcessRevenueOverExpensesAmt
Net Investment Income$32,133NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,238CashBOYAmt
Cash EOY$59,669CashEOYAmt
Cash EOYFMV$59,669CashEOYFMVAmt
Other Investments BOY$383,126OtherInvestmentsBOYAmt
Other Investments EOY$383,123OtherInvestmentsEOYAmt
Other Investments EOYFMV$551,084OtherInvestmentsEOYFMVAmt
Total Assets BOY$446,364TotalAssetsBOYAmt
Total Assets EOY$442,792TotalAssetsEOYAmt
Total Assets EOYFMV$610,753TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$446,364RetainedEarningBOYAmt
Retained Earning EOY$442,792RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$446,364TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$442,792TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$446,364TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$442,792TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$446,364TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,572ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$442,792SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$442,792TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCapital Gains Distr.PropertyDesc
How AcquiredPHowAcquiredCd
Sold2024-12-31SoldDt
Gross Sales Price$19,914GrossSalesPriceAmt
Gain Or Loss$19,914GainOrLossAmt
Gains Minus Excess Or Losses$19,914GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$19,914CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$447InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$447SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$447TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$99EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$61ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$287TaxDueAmt

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 StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172544422PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15 Ash StreetAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCarolyn K TribePersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 Ash StreetAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$550,161AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$550,161TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$550,161AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,252CashDeemedCharitableAmt
Net Vl Noncharitable Assets$541,909NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,095MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,095MinimumInvestmentReturnAmt
Tax Based On Investment Income$447TaxBasedOnInvestmentIncomeAmt
Total Tax$447TotalTaxAmt
Distributable Before Adj$26,648DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,648DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,648DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$29,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,648DistributableAsAdjustedAmt
Undistributed Income PY$6,516UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$29,500QualifyingDistributionsAmt
Applied To Year1$6,516AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,984AppliedToCurrentYearAmt
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$3,664UndistributedIncomeCYAmt
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 (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Womens Studio Workshop
PO Box 489RosendaleNY12472501 (c) 3Artist Residency, intershipm and education programsin printmaking, papermaking, ceramics, letterpress, photgraphy, and book arts.$250
White Columns
91 Horatio StreetNew YorkNY10014501 (c) 3Alternative non-profit art space$500
Wave Farm
PO Box 13AcraNY12405501 (c) 3Experimentation with broadcast media and the airways$250
Wassaic Project
PO Box 220WassaicNY12592501 (c) 3Contemporary art gallery, artist residency, and art education center.$250
Vidiots Foundation
4884 Eagle Rock BlvdLos AngelesCA90041501 (c) 3Inspire human interaction around film through preserving, growing, and providing access to a 70,000-title diverse DVD, BluRay, and rare VHS collection, and showcasing and celebrating the work of emerging artists.$500
Tree People
12601 Mulholland DrBeverly HillsCA90210501 (c) 3Treepeople's mission is to inspire, engage, and support people to take personal responsibility for the urban environment, making it safe, healthy, fun, and sustainable and to share our process as a model for the world.$1,000
Tiger Strikes Asteroid
4614 Dryer StreetLA CrescentaCA91214501 (c) 3Collectively bring people together, expand connections, and create community through artist-initiated exhibitions, projects, and curatorial opportunities.$250
The Laudromat Project
PO Box 472917BrooklynNY11247501 (c) 3Advances artists and neighbors as change agents in their own comminities$250
The Climate Mobilization Project
228 Park Ave S PMB87816BrooklynNY11215501 (c) 3TCM is building power for national transformation that rapidly restores a safe climate and creates a just and democractic society$500
Seva Foundation
1786 5th StBerkeleyCA94710501 (c) 3Preventing and treating blindness and other visual impairments.$3,975
Seeding Sovereignty
C/O Earth Island Institute 2150BerkeleyCA94704501 (c) 3Seeding Sovereignty is a multi-lens collective tha works to radicalize and disrupt colonized spaces through land, body, and food sovereignty work, community building, and cultural preservation$5,775Allston Way Suite 460
Rhizome Communications Inc
235 BoweryNew TorkNY10002501 (c) 3Support for the organizations visual arts initiatives$10,000
Ortega y Gasset Projects
1620 Hampton RdHavertownPA19083501 (c) 3Non-profit artist-run curatorial collective and exhibition space.$250
North Hollywood High School Department
5231 Colfax AveNorth HollywoodCA91601501 (c) 3Our program provides students with oustanding musical instruction while giving them the opportunity to improve their interpersonal skills in a positive and supportive learning environment$1,000
John Burroughs Natural History Society
281 West Chestnut StreetKingstonNY12401501 (c) 3Strives to foster the study and enjoyment of natural history and to encourage conservation of natural resources$250
Inst of Contemporary Art LA
1717 E 7th StLos AngelesCA90021501 (c) 3To support art that sparks the pleasure of discovery and challenges the way we see and experience the world, ourselves, and each other$1,000
Friends of the HGM
12439 Magnolia Blvd 108North HollywoodCA91607501 (c) 3The goals of the highly gifted magney are twofold: racial integration and a college preparatory curiculum that serves a special needs population$1,000
Forge Project
708 New Forge Rd IIAacramNY12502501 (c) 3Cultivate and advance Indigenous leadership in arts and culture.$250
Endangered Language Alliance
3 West 18th S 6th FloorNew YorkNY10011501 (c) 3Dedicated to documenting Indigenous, minority, and endangered languages$250
Catskill Mountainkeeper
678 Old Rte 17 PO Box 50Livingston ManorNY12758501 (c) 3Safeguard wildlands, empower communities, protect pollinators, and free New York from fossil fuels.$250
Catskill Forest Association
42710 State Highway 28 PO Box 336ArkvilleNY12406501 (c) 3Provides forestry education and servces to private Catskill landowners$250
Arts & Rec Inc
20 Railroad AveStamfordNY12167501 (c) 3Committed to nurturing partnerships, bringing creative practitioners to the region, and offering workshops to foster creativity and community$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,500TotalGrantOrContriPdDurYrAmt
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$5ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,214ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,914ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,133ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,133TotalIncomeProducingActyAmt

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
Equity Mutual FundsAT COST$268,987$434,469
Fixed Income Mutual FundsAT COST$70,636$70,346
Alternative Invesment Funds - REAT COST$43,500$46,269

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Fees$5,708$0$0
Other Expenses$250$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Taxes PaidCategoryTxt
Amt$247Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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