LIND FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LIND FAMILY CHARITABLE FOUNDATION (EIN 74-3024971)
Tax period
2014-12-01 to 2015-11-30
Filed
2016-10-17
IRS object ID
201612919349100321
Schema version
2014v6.0
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)
Return2016-10-17T16:55:19-05:00ReturnTs
Tax Period End2015-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742939657PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLIELLER KRUGER SKELTON & PLYLER PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1221 WEST SIXTH STREET SUITE 1200AddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN743024971EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LIND FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLINDBusinessNameControlTxt
Phone5123275250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 LAS BRISASAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA LINDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5123275250PhoneNum
Signature2016-10-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMORGAN PRIDEPreparerPersonNm
PTINP01273634PTIN
Phone5124796000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$829,287FMVAssetsEOYAmt
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$14,965DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,965DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,965DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$13,171NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$164,430GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,171CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,136TotalRevAndExpnssAmt
Total Net Invst Incm$28,136TotalNetInvstIncmAmt
Total Adj Net Incm$14,965TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$321TaxesRevAndExpnssAmt
Taxes Net Invst Incm$93TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,919OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,235OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$684OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,240TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,328TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$684TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,740TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,328TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$40,184TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,604ExcessRevenueOverExpensesAmt
Net Investment Income$22,808NetInvestmentIncomeAmt
Adjusted Net Income$14,965AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,585CashBOYAmt
Cash EOY$49,096CashEOYAmt
Cash EOYFMV$49,096CashEOYFMVAmt
Corporate Stock BOY$497,672CorporateStockBOYAmt
Corporate Stock EOY$486,649CorporateStockEOYAmt
Corporate Stock EOYFMV$667,914CorporateStockEOYFMVAmt
Other Investments BOY$111,026OtherInvestmentsBOYAmt
Other Investments EOY$114,162OtherInvestmentsEOYAmt
Other Investments EOYFMV$110,405OtherInvestmentsEOYFMVAmt
Other Assets BOY$100OtherAssetsBOYAmt
Other Assets EOY$1,872OtherAssetsEOYAmt
Other Assets EOYFMV$1,872OtherAssetsEOYFMVAmt
Total Assets BOY$669,383TotalAssetsBOYAmt
Total Assets EOY$651,779TotalAssetsEOYAmt
Total Assets EOYFMV$829,287TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$669,383RetainedEarningBOYAmt
Retained Earning EOY$651,779RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$669,383TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$651,779TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$669,383TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$651,779TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$669,383TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,604ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$651,779SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$651,779TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$163,923$151,259$12,664$12,664
CAPITAL GAINS DIVIDENDSP$507$507$507
FieldValueIRS element (for citing)
Capital Gain Net Income$13,171CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$12,664NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$40,362AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$872,142NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046279DistributionYr1Rt
Adjusted Qlfy Distri Yr2$36,978AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$798,875NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046288DistributionYr2Rt
Adjusted Qlfy Distri Yr3$34,246AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$752,865NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045488DistributionYr3Rt
Adjusted Qlfy Distri Yr4$37,271AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$770,480NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048374DistributionYr4Rt
Adjusted Qlfy Distri Yr5$28,816AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$712,432NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040447DistributionYr5Rt
Total Distribution0.226876TotalDistributionRt
Average Distribution0.045375AverageDistributionRt
Net Vl Noncharitable Assets$858,999NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,977AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$228NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39,205AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,184QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$228InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$228SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$228TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,100TotalPaymentsAndCreditsAmt
Overpayment$1,872OverpaymentAmt
Applied To ES Tax$1,872AppliedToESTaxAmt
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 StateTXOrgReportOrRegisterStateCd
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 BooksCINDY LINDIndividualWithBooksNm
Phone5123275250PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 LAS BRISASAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP787465328ZIPCd
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
CYNTHIA LIND
2 LAS BRISASAUSTINTX78746PRESIDENT5.00$0$0$0
CLIFTON LIND
2 LAS BRISASAUSTINTX78746VICE PRESIDENT1.00$0$0$0
JEFFERSON LIND
10508 DOUBLE SPUR LOOPAUSTINTX78759SECRETARY-TREASURER1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$799,716AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$72,364AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$872,080TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$872,080AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,081CashDeemedCharitableAmt
Net Vl Noncharitable Assets$858,999NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,950MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,950MinimumInvestmentReturnAmt
Tax Based On Investment Income$228TaxBasedOnInvestmentIncomeAmt
Total Tax$228TotalTaxAmt
Distributable Before Adj$42,722DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,722DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,722DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,184ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$40,184QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$228PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$39,956AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,722DistributableAsAdjustedAmt
Undistributed Income PY$39,471UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$40,184QualifyingDistributionsAmt
Applied To Year1$39,471AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$713AppliedToCurrentYearAmt
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$42,009UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOSPICE AUSTIN
4107 SPICEWOOD SPRINGS ROAD SUITE100AUSTINTX78759NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$4,900
SAFEPLACE
PO BOX 19454AUSTINTX78760NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$5,000
SWAN SONGS
PO BOX 41475AUSTINTX78704NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$5,000
THE RISE SCHOOL OF AUSTIN
4800 MANOR RD BLDG JAUSTINTX78723NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE;LISTTOTAL 11500;LISTTOTAL 11500$13,600
THERAPY PET PALS OF TEXAS
3930 BEE CAVES ROAD SUITE CAUSTINTX78746NONEPUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$2,000
THE UNIVERSITY OF TEXAS AT AUSTIN CO NEIGHBORHOOD LONGHORNS PROGRAM
PO BOX 7458AUSTINTX78713PUBLIC UNIVERSITYFUND ORGANIZATION'S EXEMPT PURPOSE$4,000
CARITAS OF AUSTIN
PO BOX 1947AUSTINTX787671947PUBLIC CHARITYFUND ORGANIZATION'S EXEMPT PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,500TotalGrantOrContriPdDurYrAmt
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$14,965ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,171ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,136ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,136TotalIncomeProducingActyAmt

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 Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$486,649EOYBookValueAmt
EOYFMV$667,914EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIXED INCOMECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$114,162BookValueAmt
EOYFMV$110,405EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINCOME TAX RECEIVABLEDesc
BOY Book Value$100BOYBookValueAmt
EOY Book Value$1,872EOYBookValueAmt
EOYFMV$1,872EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$5,676$5,108$0$568
PO BOX EXPENSE$232$116$0$116
ADR FEES$11$11$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FORM 990-PF TAXES$228$0$0$0
FOREIGN TAXES$93$93$0$0

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