THE MCCLARTY FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE MCCLARTY FAMILY FOUNDATION (EIN 46-1552986)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-05
IRS object ID
201741259349101919
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)
Return2017-05-05T14:27:58-05:00ReturnTs
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)
EIN461552986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The McClarty Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMCCLBusinessNameControlTxt
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)
PersonSARAH MCCLARTYPersonNm
Person Titlevice presidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2017-04-26SignatureDt
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 Id06391520171255000084FederalOriginalSubmissionId
Federal Original Submission Id2017-05-05FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9D59D74B225D538E4555D08F8D8ED29667824494AtSubmissionCreationDeviceId
At Submission Filing Device Id0B775BB9C0E0C9DA339247063A24C50179569C8EAtSubmissionFilingDeviceId
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$694,762FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$65,274ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,405DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,405DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$267NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,942GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$267CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$78,961TotalRevAndExpnssAmt
Total Net Invst Incm$13,687TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$6,240OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,240OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,062TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,327TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,240TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$30,427TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,240TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,125TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$48,534ExcessRevenueOverExpensesAmt
Net Investment Income$7,447NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,995SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,508SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,508SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$612,341CorporateStockBOYAmt
Corporate Stock EOY$666,362CorporateStockEOYAmt
Corporate Stock EOYFMV$678,254CorporateStockEOYFMVAmt
Total Assets BOY$634,336TotalAssetsBOYAmt
Total Assets EOY$682,870TotalAssetsEOYAmt
Total Assets EOYFMV$694,762TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$634,336RetainedEarningBOYAmt
Retained Earning EOY$682,870RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$634,336TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$682,870TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$634,336TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$682,870TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$634,336TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$48,534ExcessRevenueOverExpensesAmt
Subtotal$682,870SubtotalAmt
Tot Net Ast Or Fund Balances EOY$682,870TotNetAstOrFundBalancesEOYAmt

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$20,942GrossSalesPriceAmt
Cost Or Other Basis$20,675CostOrOtherBasisAmt
Gain Or Loss$267GainOrLossAmt
Gains Minus Excess Or Losses$267GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$267CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$274,813AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$701,122NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.391962DistributionYr1Rt
Adjusted Qlfy Distri Yr2$322,284AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$582,058NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.553697DistributionYr2Rt
Adjusted Qlfy Distri Yr3$34,087AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$247,154NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.137918DistributionYr3Rt
Net Vl Noncharitable Assets Yr4$128,050NetVlNoncharitableAssetsYr4Amt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution1.083577TotalDistributionRt
Average Distribution0.270894AverageDistributionRt
Net Vl Noncharitable Assets$621,559NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$168,377AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$74NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$168,451AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,125QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$149InvestmentIncomeExciseTaxAmt
Subtotal$149SubtotalAmt
Tax Based On Investment Income$149TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$149TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Chelsea Ketelsen
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
Deborah McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
Harold McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0$0$0
Jonathan McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
Sarah McClarty
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$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$615,138AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,886AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$631,024TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$631,024AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,465CashDeemedCharitableAmt
Net Vl Noncharitable Assets$621,559NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,078MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,078MinimumInvestmentReturnAmt
Tax Based On Investment Income$149TaxBasedOnInvestmentIncomeAmt
Total Tax$149TotalTaxAmt
Distributable Before Adj$30,929DistributableBeforeAdjAmt
Distributable Before Ded$30,929DistributableBeforeDedAmt
Distributable As Adjusted$30,929DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,125ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$23,125QualifyingDistributionsAmt
Adjusted Qualifying Distri$23,125AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,929DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr3$21,273ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$293,363ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$241,881ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$556,517TotalExcessDistributionCyovAmt
Qualifying Distributions$23,125QualifyingDistributionsAmt
Applied To Current Year$23,125AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,804ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,804ExcessDistributionCyovAppCYAmt
Total Corpus$548,713TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$548,713ExcessDistriCyovToNextYrAmt
Excess From Year3$13,469ExcessFromYear3Amt
Excess From Year2$293,363ExcessFromYear2Amt
Excess From Year1$241,881ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDeborah McClartyContributingManagerNm
Contributing ManagerHarold McClartyContributingManagerNm
Contributing ManagerJonathan McClartyContributingManagerNm
Contributing ManagerSarah McClartyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EVANGELICAL COVENANT CHURCH KINGSBURG CA
1490 LINCOLN STKINGSBURGCA93631N/APCSonshine Learning Center Sponsorship from HMC Farms$100
PMA FOUNDATION FOR INDUSTRY TALENT INC
1500 CASHO MILL RDNEWARKDE19711N/APCGeneral & Unrestricted$5,000
STATE CENTER COMMUNITY COLLEGE DISTRICT
1525 E WELDON AVEFRESNOCA93704N/AGOVChancellor's Circle Membership Renewal - McClarty/Ketelsen Families Program$3,000
UNIVERSITY OF CALIFORNIA DAVIS -SCHOOL OF EDUCATIO
ONE SHIELDS AVEDAVISCA95616N/APCAgroecology Professorship Project$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,100TotalGrantOrContriPdDurYrAmt

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$15ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,405ExclusionAmt
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$267ExclusionAmt
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$13,687ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,687TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMcClarty HaroldContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line113138 S Bethel AvenueAddressLine1Txt
CityKingsburgCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93631ZIPCd
FieldValueIRS element (for citing)
Total Contributions$65,274TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyAMAZON COM AMZN, 85 sh.NoncashPropertyDesc
Fair Market Value$65,274FairMarketValueAmt
Received2016-12-27ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON COM$65,274$63,739
PIMCO 1 TO 5 YEAR US TIPS INDE$110,225$110,187
PIMCO ALL ASSET FUND INSTITUTI$67,189$63,884
PIMCO LOW DURATION INSTL$110,971$107,175
VANGUARD FTSE DEVELOPED MARKET$141,057$135,929
VANGUARD FTSE EMERGING MARKETS$29,708$29,519
VANGUARD LG-CAP ETF$127,054$149,767
VANGUARD SM-CAP ETF$14,884$18,054

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,000$5,000
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$6,240Amt
Net Investment Income$6,240NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2015CategoryTxt
Amt$1,062Amt

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