BETA

ECHLIN FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ECHLIN FOUNDATION (EIN 06-6037282)
Tax period
2014-12-01 to 2015-11-30
Filed
2016-03-15
IRS object ID
201600759349100300
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)
Return2016-03-15T05:14:21-05:00ReturnTs
Tax Period End2015-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061156122PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KNIGHT ROLLERI SHEPPARD CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11499 POST ROAD SUITE 1040AddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN066037282EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ECHLIN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlECHLBusinessNameControlTxt
Phone2032592727PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 PRIORY ROADAddressLine1Txt
CitySAVANNAHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP31411ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN E ECHLIN JRPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2032592727PhoneNum
Signature2016-03-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J KNIGHT CPAPreparerPersonNm
PTINP00182554PTIN
Phone2032592727PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,215,265FMVAssetsEOYAmt
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$177,317DividendsRevAndExpnssAmt
Dividends Net Invst Incm$177,317DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,284NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$540,618GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,284CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$260,601TotalRevAndExpnssAmt
Total Net Invst Incm$260,601TotalNetInvstIncmAmt
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$3,995AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45,662OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,662OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,398TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,398TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$52,055TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,060TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$421,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$421,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$473,055TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,060TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$421,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$212,454ExcessRevenueOverExpensesAmt
Net Investment Income$212,541NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$62,397SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$259,953SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$259,953SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,060,572CorporateStockBOYAmt
Corporate Stock EOY$2,650,562CorporateStockEOYAmt
Corporate Stock EOYFMV$7,955,312CorporateStockEOYFMVAmt
Total Assets BOY$3,122,969TotalAssetsBOYAmt
Total Assets EOY$2,910,515TotalAssetsEOYAmt
Total Assets EOYFMV$8,215,265TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,433,878CapitalStockBOYAmt
Capital Stock EOY$2,433,878CapitalStockEOYAmt
Additional Paid In Capital BOY$20,198AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$20,198AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$668,893RetainedEarningBOYAmt
Retained Earning EOY$456,439RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,122,969TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,910,515TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,122,969TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,910,515TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,122,969TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$212,454ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,910,515SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,910,515TotNetAstOrFundBalancesEOYAmt

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
G. RESEARCH - SHORT TERMP$388,184$369,120$19,064$19,064
G. RESEARCH - LONG TERMP$152,434$88,214$64,220$64,220
FieldValueIRS element (for citing)
Capital Gain Net Income$83,284CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$361,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,499,382NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042474DistributionYr1Rt
Adjusted Qlfy Distri Yr2$308,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,359,364NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041851DistributionYr2Rt
Adjusted Qlfy Distri Yr3$286,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,268,567NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045624DistributionYr3Rt
Adjusted Qlfy Distri Yr4$254,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,818,037NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043657DistributionYr4Rt
Adjusted Qlfy Distri Yr5$236,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,201,148NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045375DistributionYr5Rt
Total Distribution0.218981TotalDistributionRt
Average Distribution0.043796AverageDistributionRt
Net Vl Noncharitable Assets$8,447,757NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$369,978AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,125NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$372,103AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$421,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,125InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,125SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,125TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,800TotalPaymentsAndCreditsAmt
Overpayment$1,675OverpaymentAmt
Applied To ES Tax$1,675AppliedToESTaxAmt
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
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKNIGHT ROLLERI SHEPPARD CPAS LLPIndividualWithBooksNm
Phone2032592727PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11499 POST ROADAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
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
JOHN E ECHLIN JR
8 PRIORY ROADSAVANNAHGA31411DIRECTOR5.00$0$0$0
JANE KAMMERER
PO BOX 456GUILFORDCT06437DIRECTOR5.00$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$8,415,228AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$161,175AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,576,403TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,576,403AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$128,646CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,447,757NetVlNoncharitableAssetsAmt
Minimum Investment Return$422,388MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$422,388MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,125TaxBasedOnInvestmentIncomeAmt
Total Tax$2,125TotalTaxAmt
Distributable Before Adj$420,263DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$420,263DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$420,263DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$421,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$421,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,125PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$418,875AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$420,263DistributableAsAdjustedAmt
Undistributed Income PY$420,474UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$421,000QualifyingDistributionsAmt
Applied To Year1$420,474AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$526AppliedToCurrentYearAmt
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$419,737UndistributedIncomeCYAmt
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 (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
919 NORTH MICHIGAN AVENUE SUITE1000CHICAGOIL60611NONEUNRESTRICTED$18,000
RUNYAN CANCER RESEARCH FUND
1600 DUKE STREET SUITE 500ALEXANDRIAVA22314NONEUNRESTRICTED$12,000
PARKINSON ACTION NETWORK
710 WEST 168 STREETNEW YORKNY10032NONEUNRESTRICTED$10,000
PARKINSON DISEASE FOUNDATION
710 WEST 168 STREETNEW YORKNY10032NONEUNRESTRICTED$18,000
SARAH SENECA GUILFORD FOUNDATION
246 GOOGE LANE SUITE 104GUILFORDCT06437NONEUNRESTRICTED$33,000
ST JOSEPH CANDLER HOSPITAL
5353 REYNOLDS STSAVANNAHGA31405NONEUNRESTRICTED$30,000
MEMORIAL UNIVERSITY MEDICAL CENTER
4700 WATERS AVENUESAVANNAHGA31404NONEUNRESTRICTED$30,000
UNIVERSITY OF NEW HAVEN
300 BOSTON POST ROADWEST HAVENCT06516NONEUNRESTRICTED$74,000
YALE CHILD STUDY RESEARCH
PO BOX 2038NEW HAVENCT06521NONEUNRESTRICTED$25,000
YALE CANCER FUND
157 CHURCH STNEW HAVENCT06510NONEUNRESTRICTED$15,000
NEIGHBORHOOD MUSIC SCHOOL
100 AUDUBON STNEW HAVENCT06510NONEUNRESTRICTED$15,000
BETHESDA SCHOOL FOR BOYS
PO BOX 13039SAVANNAHGA31416NONEUNRESTRICTED$26,000
SOUNDVIEW FAMILY YMCA
622 EAST MAIN STREETBRANFORDCT06405NONEUNRESTRICTED$15,000
CONNECTICUT HOSPICE
100 DOUBLE BEACH ROADBRANFORDCT06405NONEUNRESTRICTEDUNRESTRICTED$20,000
CHILDRENS SCHOLARSHIP FUND
8 W 38TH STREET 9TH FLOORNEW YORKNY10018NONEUNRESTRICTED$12,000
VNA COMMUNITY HEALTH CARE
753 BOSTON POST ROADGUILFORDCT06437NONEUNRESTRICTED$12,000
COMMUNITY DINING ROOM
30 HARRISON AVENUEBRANFORDCT06405NONEUNRESTRICTED$15,000
GAYLORD HOSPITAL INC
8 DEVINE STREETNORTH HAVENCT06473NONEUNRESTRICTED$10,000
CONNECTICUT CHILDRENS MUSEUM
22 WALL STREETNEW HAVENCT06473NONEUNRESTRICTED$11,000
ST MARTIN DE PORRES ACADEMY
208 COLUMBUS AVENEW HAVENCT06519NONEUNRESTRICTED$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$421,000TotalGrantOrContriPdDurYrAmt
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$177,317ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,284ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$260,601ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$260,601TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$3,995Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,650,562EOYBookValueAmt
EOYFMV$7,955,312EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$45,662Amt
Net Investment Income$45,662NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGNCategoryTxt
Amt$2,398Amt
Net Investment Income$2,398NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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