FORTIN FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FORTIN FAMILY FOUNDATION INC (EIN 06-1604830)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201741359349100234
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)
Return2017-05-15T08:17:14-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061092709PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GOLDBLATT BOKOFF LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1457 WEST MAIN STREETAddressLine1Txt
CityNORWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06360ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061604830EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FORTIN FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFORTBusinessNameControlTxt
Phone8606084004PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O FORTIN 9589 BLANFORD RDAddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32827ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH FORTINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8608921243PhoneNum
Signature2017-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL RAKPreparerPersonNm
PTINP01478137PTIN
Phone8608865108PhoneNum
Preparation2017-05-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.245.20.121IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-14IPDt
IP Tm16:45:09IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0B4307A98877F6A668FACD673CDD662B61AE0A74AtSubmissionCreationDeviceId
At Submission Filing Device Id0B4307A98877F6A668FACD673CDD662B61AE0A74AtSubmissionFilingDeviceId
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$698,219FMVAssetsEOYAmt
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$110InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$110InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,612DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,612DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,496NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$744,253GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,496CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,242OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,242OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$46,460TotalRevAndExpnssAmt
Total Net Invst Incm$46,460TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$453TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,197OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,650TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,650TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,810ExcessRevenueOverExpensesAmt
Net Investment Income$46,460NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,947CashBOYAmt
Cash EOY-$714CashEOYAmt
Cash EOYFMV-$714CashEOYFMVAmt
Corporate Stock BOY$594,472CorporateStockBOYAmt
Corporate Stock EOY$454,414CorporateStockEOYAmt
Corporate Stock EOYFMV$472,456CorporateStockEOYFMVAmt
Corporate Bonds BOY$10CorporateBondsBOYAmt
Corporate Bonds EOY$182,650CorporateBondsEOYAmt
Corporate Bonds EOYFMV$177,541CorporateBondsEOYFMVAmt
Other Investments BOY$68,034OtherInvestmentsBOYAmt
Other Investments EOY$52,923OtherInvestmentsEOYAmt
Other Investments EOYFMV$48,936OtherInvestmentsEOYFMVAmt
Total Assets BOY$686,463TotalAssetsBOYAmt
Total Assets EOY$689,273TotalAssetsEOYAmt
Total Assets EOYFMV$698,219TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$686,463CapitalStockBOYAmt
Capital Stock EOY$689,273CapitalStockEOYAmt
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$686,463TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$689,273TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$686,463TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$689,273TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$686,463TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,810ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$689,273SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$689,273TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TRUSTP$419,798$436,240-$16,442-$16,442
US TRUSTP$316,339$263,952$52,387$52,387
US TRUSTP$8,116$11,565-$3,449-$3,449
FieldValueIRS element (for citing)
Capital Gain Net Income$32,496CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,857AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$748,961NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046540DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,895AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$772,354NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045180DistributionYr2Rt
Adjusted Qlfy Distri Yr3$29,393AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$649,121NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045281DistributionYr3Rt
Adjusted Qlfy Distri Yr4$30,626AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$674,138NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045430DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$684,559NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.025564DistributionYr5Rt
Total Distribution0.207995TotalDistributionRt
Average Distribution0.041599AverageDistributionRt
Net Vl Noncharitable Assets$710,081NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,539AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$465NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$30,004AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$465InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$465SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$465TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,392EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,392TotalPaymentsAndCreditsAmt
Overpayment$927OverpaymentAmt
Applied To ES Tax$927AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
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 BooksJOSEPH H FORTINIndividualWithBooksNm
Phone8606084004PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19589 BLANDFORD RDAddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP06249ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH H FORTIN
9589 BLANDFOR ROADORLANDOFL32827PRESIDENT2.00$0$0$0
MARJORIE M FORTIN
9589 BLANDFOR ROADORLANDOFL32827VICE PRESIDENT0.00$0$0$0
CAROLINE BURDICK
9589 BLANDFOR ROADORLANDOFL32827TREASURER0.00$0$0$0
CATHERINE FORTIN
9589 BLANDFOR ROADORLANDOFL32827SECRETARY0.00$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$554,830AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,620AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$154,444FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$720,894TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$720,894AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,813CashDeemedCharitableAmt
Net Vl Noncharitable Assets$710,081NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,504MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,504MinimumInvestmentReturnAmt
Tax Based On Investment Income$465TaxBasedOnInvestmentIncomeAmt
Total Tax$465TotalTaxAmt
Distributable Before Adj$35,039DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$35,039DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$35,039DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$465PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,535AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,039DistributableAsAdjustedAmt
Undistributed Income PY$5,667UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt
Applied To Year1$5,667AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,333AppliedToCurrentYearAmt
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$706UndistributedIncomeCYAmt
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)
Contributing ManagerJOSEPH H FORTINContributingManagerNm
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
LEBANON CHILDREN CLOTHING CLOSET
579 EXETER ROADLEBANONCT06249NONEPUBLIC CHARITYCHILDRENS CLOTHING$3,000
LEBANON KIDS
PO BOX 50LEBANONCT06249NONENON PROFITBEFORE AND AFTER SCHOOL CHILDCARE AT LEBANON SCHOOLS$11,000
LEBANON WARM HEARTS FUND
579 EXETER ROADLEBANONCT06249NONEPUBLIC CHARITYCOMMUNITY FUEL BANK$8,000
NEIGHBORS HELPING NEIGHBORS
579 EXETER ROADLEBANONCT06249NONEPUBLIC CHARITYCOMMUNITY FOOD BANK$16,000
BAILEY'S GARDEN
579 EXETER ROADLEBANONCT06249NONEPUBLIC CHARITYPLAYGROUND$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt
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$110ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,612ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,242ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,496RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$13,964ExclusionAmt
Related Or Exempt Function Incm$32,496RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$46,460TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementFOUNDATIONS CHARITABLE ACTIVITIESRelationshipStatementTxt

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 Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$182,650EOYBookValueAmt
EOYFMV$177,541EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$454,414EOYBookValueAmt
EOYFMV$472,456EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemREAL ESTATE FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$52,923BookValueAmt
EOYFMV$48,936EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$3,197RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CAPITAL GAIN DISTRIBUTIONS$2,145$2,145$2,145
1250 GAIN$97$97$97

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$453Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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