A M DIGIULIAN FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
A M DIGIULIAN FOUNDATION INC (EIN 46-1444035)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-08
IRS object ID
201732209349100003
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)
Return2017-08-08T08:33:25-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522041603PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SQUIRE LEMKIN COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 ROCKVILLE PIKE SUITE 475AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461444035EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1A M DIGIULIAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMDIBusinessNameControlTxt
Phone3014246800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 ROCKVILLE PIKE NO 475AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNA MARIA DIGIULIANPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3014246800PhoneNum
Signature2017-08-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT J KOPERAPreparerPersonNm
PTINP00013701PTIN
Phone3014246800PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.132.102.178IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-07IPDt
IP Tm11:52:57IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE60FDC5BD396D92217DE8C452938EC4C824FDA0FAtSubmissionCreationDeviceId
At Submission Filing Device Id34760A3220CB2918AE75A6484160C93306876DB9AtSubmissionFilingDeviceId
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$2,161,919FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$38,957DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,957DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,637NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$84,164GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,637CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$71,594TotalRevAndExpnssAmt
Total Net Invst Incm$71,594TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,420AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,530OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,530OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$699TaxesRevAndExpnssAmt
Taxes Net Invst Incm$699TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,649TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,229TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$124,649TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,229TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$110,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,055ExcessRevenueOverExpensesAmt
Net Investment Income$60,365NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$79,364CashBOYAmt
Cash EOY$72,884CashEOYAmt
Cash EOYFMV$72,884CashEOYFMVAmt
Other Assets BOY$2,017,171OtherAssetsBOYAmt
Other Assets EOY$1,970,596OtherAssetsEOYAmt
Other Assets EOYFMV$2,089,035OtherAssetsEOYFMVAmt
Total Assets BOY$2,096,535TotalAssetsBOYAmt
Total Assets EOY$2,043,480TotalAssetsEOYAmt
Total Assets EOYFMV$2,161,919TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,096,535CapitalStockBOYAmt
Capital Stock EOY$2,043,480CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,096,535TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,043,480TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,096,535TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,043,480TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,096,535TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,055ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,043,480SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,043,480TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
1,914.345 VANGUARD EMERGING MARKETS STOCK INDEX FUND2013-10-172016-12-08$44,467$51,527-$7,060-$7,060
CAPITAL GAINS DIVIDENDS$39,697$39,697$39,697P
FieldValueIRS element (for citing)
Capital Gain Net Income$32,637CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$108,866AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,206,789NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049332DistributionYr1Rt
Adjusted Qlfy Distri Yr2$92,476AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,248,513NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041128DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,172,634NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.020712DistributionYr3Rt
Total Distribution0.111172TotalDistributionRt
Average Distribution0.037057AverageDistributionRt
Net Vl Noncharitable Assets$2,078,781NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$77,033AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$604NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$77,637AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$110,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$604InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$604SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$604TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,411EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,411TotalPaymentsAndCreditsAmt
Overpayment$8,807OverpaymentAmt
Applied To ES Tax$8,807AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3014246800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1111 ROCKVILLE PIKE SUITE 475AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
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
MARNA KOPERA
6234 VALLEY ROADBETHESDAMD20817PRESIDENT/SECRETARY2.00$0$0$0
ROBERT KOPERA
111 ROCKVILLE PIKE SUITE 475ROCKVILLEMD20850TREASURER2.00$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$2,021,637AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$88,801AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,110,438TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,110,438AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,657CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,078,781NetVlNoncharitableAssetsAmt
Minimum Investment Return$103,939MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$103,939MinimumInvestmentReturnAmt
Tax Based On Investment Income$604TaxBasedOnInvestmentIncomeAmt
Total Tax$604TotalTaxAmt
Distributable Before Adj$103,335DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$103,335DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$103,335DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$110,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$110,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$604PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$109,396AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$103,335DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$21,673ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$21,673TotalExcessDistributionCyovAmt
Qualifying Distributions$110,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$103,335AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,665RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$28,338TotalCorpusAmt
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$28,338ExcessDistriCyovToNextYrAmt
Excess From Year3$21,673ExcessFromYear3Amt
Excess From Current Year$6,665ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHBISHOP CARROLL HIGH SCHOOL
4300 HAREWOOD ROAD NEWASHINGTONDC20017NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
CARMELITE SISTERS OF CHARITY
1222 MONROE STREET NEWASHINGTONDC20001NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
DISCALCED CARMELITE FRIARS
2131 LINCOLN ROAD NEWASHINGTONDC20002NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$1,000
LITTLE SISTERS OF THE POOR - JEANNE JUGAN RESIDENCE
4200 HAREWOOD ROAD NEWASHINGTONDC20017NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
MARYLAND PUBLIC TV
11767 OWINGS MILLS BLVDOWINGS MILLSMD21117NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$1,000
SO OTHERS MIGHT EAT (SOME)
71 O STREET NWWASHINGTONDC20001NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$23,500
ST ANN'S CENTER FOR CHILDREN YOUTH AND FAMILY
4901 EASTERN AVENUEHYATTSVILLEMD20782NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$30,000
ST JOHNS COLLEGE HIGH SCHOOL
2607 MILITARY ROAD NWCHEVY CHASEDC20015NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
ST MARTINS CATHOLIC CHURCH
115 S FREDERICK AVENUEGAITHERSBURGMD20877NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$1,000
SUNDAY TV MASS - ARCHDIOCESE OF WASHINGTON
PO BOX 29260WASHINGTONDC20017NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$10,000
SUPPORT OUR AGING RELIGIOUS INC (SOAR)
900 VARNUM STREET NEWASHINGTONDC20017NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$10,000
THE ACADEMY OF THE HOLY CROSS
4920 STRATHMORE AVENUEKENSINGTONMD20895NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$5,000
WETA
PO BOX 96100WASHINGTONDC20090NO RELATIONSHIP501(C)(3) ORGANIZATIGENERAL CONTRIBUTION$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,957ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,637ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$71,594ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,594TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,420Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMUTUAL FUNDSDesc
BOY Book Value$2,017,171BOYBookValueAmt
EOY Book Value$1,970,596EOYBookValueAmt
EOYFMV$2,089,035EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$10,530Amt
Net Investment Income$10,530NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$699Amt
Net Investment Income$699NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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