BETA

ANDERSON FAM FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ANDERSON FAM FOUNDATION (EIN 35-6942786)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-11
IRS object ID
201741319349102549
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)
Return2017-05-11T16:58:04-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043728817PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRONCONI SEGARRA & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18321 MAIN STREETAddressLine1Txt
CityWILLIAMSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356942786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANDERSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANDEBusinessNameControlTxt
Phone7162284391PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line175 AUDUBON DRIVEAddressLine1Txt
CitySNYDERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN GEARY CPA CIMA CFPPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7162284391PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADAM P OHAR CPAPreparerPersonNm
PTINP00844640PTIN
Phone7166331373PhoneNum
Preparation2017-05-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.75.183.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-11IPDt
IP Tm16:32:21IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdF70E7A65F91661120E84AAB05EF1B63D2B1D860FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$50,922FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,013DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,013DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$28NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,038GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$985TotalRevAndExpnssAmt
Total Net Invst Incm$1,013TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$547CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$274CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$273CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$945OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$473OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$472OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$27TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,569TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$793TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$770TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,319ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,319ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,888TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$793TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,089TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,903ExcessRevenueOverExpensesAmt
Net Investment Income$220NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,322CashBOYAmt
Cash EOY$3,146CashEOYAmt
Cash EOYFMV$3,146CashEOYFMVAmt
Corporate Stock BOY$7,564CorporateStockBOYAmt
Corporate Stock EOY$7,591CorporateStockEOYAmt
Corporate Stock EOYFMV$7,379CorporateStockEOYFMVAmt
Corporate Bonds BOY$12,334CorporateBondsBOYAmt
Corporate Bonds EOY$11,655CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,994CorporateBondsEOYFMVAmt
Other Investments BOY$23,872OtherInvestmentsBOYAmt
Other Investments EOY$23,872OtherInvestmentsEOYAmt
Other Investments EOYFMV$29,403OtherInvestmentsEOYFMVAmt
Total Assets BOY$50,092TotalAssetsBOYAmt
Total Assets EOY$46,264TotalAssetsEOYAmt
Total Assets EOYFMV$50,922TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$50,092UnrestrictedBOYAmt
Unrestricted EOY$46,264UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$50,092TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$46,264TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$50,092TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$46,264TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$50,092TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,903ExcessRevenueOverExpensesAmt
Other Increases$75OtherIncreasesAmt
Subtotal$46,264SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$46,264TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTEMPLETON GLOBAL BOND CLASSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2015-02-02AcquiredDt
Sold2016-07-15SoldDt
Gross Sales Price$1,038GrossSalesPriceAmt
Cost Or Other Basis$1,066CostOrOtherBasisAmt
Gain Or Loss-$28GainOrLossAmt
Gains Minus Excess Or Losses-$28GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$28CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,762AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$53,109NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.033177DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,535AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$62,274NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.088881DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,957AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$40,938NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047804DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,575AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$28,985NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054338DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,925NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.224200TotalDistributionRt
Average Distribution0.044840AverageDistributionRt
Net Vl Noncharitable Assets$50,723NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,274AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,276AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,089QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$2TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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 BooksBRIAN GEARY CPA CIMA CFPIndividualWithBooksNm
Phone7162284391PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line175 AUDUBON DRIVEAddressLine1Txt
CitySYNDERCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14226ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PRUDENCE D ANDERSON
204 TURNBERRY COURT SOUTHATLANTISFL33462TRUSTEE0.50$0$0$0
MELINDA G POIRIER
112 BRIDLE PATHORCHARD PARKNY14127TRUSTEE0.50$0$0$0
BRIAN M GEARY
75 AUDUBON DRIVESNYDERNY14226TRUSTEE0.50$547$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$46,760AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,735AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$51,495TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$51,495AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$772CashDeemedCharitableAmt
Net Vl Noncharitable Assets$50,723NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,536MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,536MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$2,534DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,534DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,534DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,089ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,089QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,087AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,534DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,038ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$457ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,495TotalExcessDistributionCyovAmt
Qualifying Distributions$4,089QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,534AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,555RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,050TotalCorpusAmt
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$3,050ExcessDistriCyovToNextYrAmt
Excess From Year3$1,038ExcessFromYear3Amt
Excess From Year2$457ExcessFromYear2Amt
Excess From Current Year$1,555ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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
BUFFALO ZOO CATILLION
300 PARKSIDE AVENUEBUFFALONY14214NONE501(C)(3)GENERAL WORKING CAPITAL$629
GRANDMAS PLACE INC
184 SPARROW DRIVEROYAL PALM BEACHFL33411NONE501(C)(3)GENERAL WORKING CAPITAL$150
PEO SISTERHOOD
3700 GRAND AVENUEDES MOINESIA50312NONE501(C)(3)GENERAL WORKING CAPITAL$40
PALM BEACH HABILITATION CENTER
4522 SOUTH CONGRESS AVENUELAKE WORTHFL33461NONE501(C)(3)GENERAL WORKING CAPITAL$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,319TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$1,013ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$28ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$985ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$985TotalIncomeProducingActyAmt

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

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$11,655EOYBookValueAmt
EOYFMV$10,994EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$7,591EOYBookValueAmt
EOYFMV$7,379EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEXCHANGE TRADED FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$23,872BookValueAmt
EOYFMV$29,403EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$25NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHER FUND BALANCE ADJUSTMENTDesc
Amt$75Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$945Amt
Net Investment Income$473NetInvestmentIncomeAmt
Disbursements Charitable Prps$472DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$21$21$0
FEDERAL TAXES$6$0$0

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