BETA

HUCKLE FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HUCKLE FAMILY FOUNDATION (EIN 37-6474117)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-14
IRS object ID
201731049349100643
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)
Return2017-04-14T12:43:47-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN376474117EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jim and Diana Huckle Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlJIMABusinessNameControlTxt
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)
PersonJAMES E HUCKLEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8008391754PhoneNum
Signature2017-04-04SignatureDt
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 Id06391520171045000083FederalOriginalSubmissionId
Federal Original Submission Id2017-04-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id70AA59F2BE43B178611149847D763A183DD9022DAtSubmissionCreationDeviceId
At Submission Filing Device Id70AA59F2BE43B178611149847D763A183DD9022DAtSubmissionFilingDeviceId
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$6,642,943FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$284InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$284InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$73,810DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,810DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$60,497NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$60,497GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$60,497CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$284,591TotalRevAndExpnssAmt
Total Net Invst Incm$134,591TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$3,921TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$25,413OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$25,413OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,334TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,413TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$426,333ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$426,333ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$455,667TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$451,746TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$171,076ExcessRevenueOverExpensesAmt
Net Investment Income$134,591NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$972,265SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$667,639SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$667,639SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,274,245CorporateStockBOYAmt
Corporate Stock EOY$4,407,795CorporateStockEOYAmt
Corporate Stock EOYFMV$5,975,304CorporateStockEOYFMVAmt
Total Assets BOY$5,246,510TotalAssetsBOYAmt
Total Assets EOY$5,075,434TotalAssetsEOYAmt
Total Assets EOYFMV$6,642,943TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,246,510RetainedEarningBOYAmt
Retained Earning EOY$5,075,434RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,246,510TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,075,434TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,246,510TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,075,434TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,246,510TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$171,076ExcessRevenueOverExpensesAmt
Subtotal$5,075,434SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,075,434TotNetAstOrFundBalancesEOYAmt

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$60,497GrossSalesPriceAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$60,497GainOrLossAmt
Gains Minus Excess Or Losses$60,497GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$60,497CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$227,756AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,266,443NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036345DistributionYr1Rt
Adjusted Qlfy Distri Yr2$153,654AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,820,085NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031878DistributionYr2Rt
Adjusted Qlfy Distri Yr3$175,079AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,473,221NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050408DistributionYr3Rt
Adjusted Qlfy Distri Yr4$47,726AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,950,985NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.016173DistributionYr4Rt
Adjusted Qlfy Distri Yr5$73,188AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,412,439NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.030338DistributionYr5Rt
Total Distribution0.165142TotalDistributionRt
Average Distribution0.033028AverageDistributionRt
Net Vl Noncharitable Assets$6,209,516NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$205,088AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,346NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$206,434AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$451,746QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,346InvestmentIncomeExciseTaxAmt
Subtotal$1,346SubtotalAmt
Tax Based On Investment Income$1,346TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$346TaxDueAmt

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 StateMIOrgReportOrRegisterStateCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Diana Huckle
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee2.0$0$0$0
Jim Huckle
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee5.0$0$0$0
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$5,597,105AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$706,972AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,304,077TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,304,077AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$94,561CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,209,516NetVlNoncharitableAssetsAmt
Minimum Investment Return$310,476MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$310,476MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,346TaxBasedOnInvestmentIncomeAmt
Total Tax$1,346TotalTaxAmt
Distributable Before Adj$309,130DistributableBeforeAdjAmt
Distributable Before Ded$309,130DistributableBeforeDedAmt
Distributable As Adjusted$309,130DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$451,746ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$451,746QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,346PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$450,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$309,130DistributableAsAdjustedAmt
Undistributed Income PY$292,717UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Qualifying Distributions$451,746QualifyingDistributionsAmt
Applied To Year1$292,717AppliedToYear1Amt
Applied To Current Year$159,029AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$150,101UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDIANA HUCKLEContributingManagerNm
Contributing ManagerJIM HUCKLEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
3860 N LONG LAKE RD STE DTRAVERSE CITYMI49684N/APCTo provide funding for capacity and work plans for campaign readiness and farmland preservation$50,000
GRAND TRAVERSE REGIONAL LAND CONSERVANCY
3860 N LONG LAKE RD STE DTRAVERSE CITYMI49684N/APC25 year anniversary comprehensive fundraising campaign$333,333
PADDLE ANTRIM
PO BOX 205BELLAIREMI49615N/APCgeneral operations and capacity building fund$15,000
SOARING UNLIMITED
PO BOX 631HOLTMI48842N/APCTo cover support expenses for the Michigan State University Medical Mission Team working in the cap-haitian, haiti area, March 2016 initiative$3,000
TRAVERSE HEALTH CLINIC & COALITION
3155 LOGAN VALLEY RDTRAVERSE CITYMI49684N/APCnew facilities Capital Campaign$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$426,333TotalGrantOrContriPdDurYrAmt

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$284ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,810ExclusionAmt
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$60,497ExclusionAmt
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$134,591ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$134,591TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Jim Huckle Revocable Trust
16291 Peninsula DriveTraverse CityMI49686$100,000Yes (X)
Renee Huckle Living Trust
26369 Peninsula DriveTraverse CityMI49686$50,000Yes (X)

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX PREMIUM CLA$1,056,034$1,141,574
FIDELITY NASDAQ COMPOSITE INDE$788,776$1,753,907
FIDELITY SELECT BIOTECHNOLOGY$548,595$415,800
FIDELITY SELECT HEALTH CARE$558,362$464,280
SPARTAN EXT MKT INDXFID ADVANT$631,107$856,859
SPARTAN TOTAL MARKET INDEX FUN$824,921$1,342,884

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$23,413$23,413
Foundation Dues & Memberships$2,000$2,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2016$1,000
990-PF Excise Tax for 2015$2,921

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