BUFORD FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BUFORD FAMILY FOUNDATION (EIN 73-1519009)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-01
IRS object ID
201601839349100325
Schema version
2015v2.1
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)
Return2016-07-01T11:51:21-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731519009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BUFORD FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBUFOBusinessNameControlTxt
Phone3166849777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19176 E 13TH STREETAddressLine1Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTHA BUFORDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3166849777PhoneNum
Signature2016-06-24SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$900,748FMVAssetsEOYAmt
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$22,289DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,289DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$195,697NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,607,538GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$195,697CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$217,986TotalRevAndExpnssAmt
Total Net Invst Incm$217,986TotalNetInvstIncmAmt
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$680AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$340AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$340AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,019TaxesRevAndExpnssAmt
Taxes Net Invst Incm$147TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,185OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,127OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$58OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,884TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,614TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$398TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$262,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$262,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$271,384TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,614TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$262,898TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,398ExcessRevenueOverExpensesAmt
Net Investment Income$211,372NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$253,014CashBOYAmt
Cash EOY$37,212CashEOYAmt
Cash EOYFMV$37,212CashEOYFMVAmt
Corporate Stock BOY$704,958CorporateStockBOYAmt
Corporate Stock EOY$867,362CorporateStockEOYAmt
Corporate Stock EOYFMV$863,536CorporateStockEOYFMVAmt
Total Assets BOY$957,972TotalAssetsBOYAmt
Total Assets EOY$904,574TotalAssetsEOYAmt
Total Assets EOYFMV$900,748TotalAssetsEOYFMVAmt
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$957,972RetainedEarningBOYAmt
Retained Earning EOY$904,574RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$957,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$904,574TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$957,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$904,574TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$957,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,398ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$904,574SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$904,574TotNetAstOrFundBalancesEOYAmt

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$1,592,962$1,411,841$181,121$181,121
CAPITAL GAINS DIVIDENDSP$14,576$14,576$14,576
FieldValueIRS element (for citing)
Capital Gain Net Income$195,697CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$333,908AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,374,961NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.242849DistributionYr1Rt
Adjusted Qlfy Distri Yr2$270,053AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,454,729NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.185638DistributionYr2Rt
Adjusted Qlfy Distri Yr3$252,231AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,498,773NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.168292DistributionYr3Rt
Adjusted Qlfy Distri Yr4$122,420AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,616,367NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.075738DistributionYr4Rt
Adjusted Qlfy Distri Yr5$253,215AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,638,979NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.154496DistributionYr5Rt
Total Distribution0.827013TotalDistributionRt
Average Distribution0.165403AverageDistributionRt
Net Vl Noncharitable Assets$1,073,026NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$177,482AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,114NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$179,596AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$262,898QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,114InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,114SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,114TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,720EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$2,089AppliedToEsTaxAmt
Total Payments And Credits$3,809TotalPaymentsAndCreditsAmt
Overpayment$1,695OverpaymentAmt
Applied To ES Tax$1,695AppliedToESTaxAmt
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 StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
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 BooksRUSSELL D BRIGGSIndividualWithBooksNm
Phone3166849777PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11223 N ROCK ROAD BUILDING A SUITEAddressLine1Txt
Address Line2200AddressLine2Txt
CityWICHITACityNm
State AbbreviationKSStateAbbreviationCd
ZIP67206ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARTHA C BUFORD
9176 E 13TH STREETWICHITAKS67206PRESIDENT-SECRETARY-DIR.0.00$0$0$0
C ROBERT BUFORD
9176 E 13TH STREETWICHITAKS67206DIRECTOR0.00$0$0$0
R C BUFORD
12 ELMCOURTSAN ANTONIOTX78209DIRECTOR0.00$0$0$0
JOSEPHINE B SIEGFRIED
3310 S BIRMINGHAMTULSAOK74105VICE PRESIDENT-TREAS.-DIR.0.00$0$0$0
ANNE S BUFORD
25 EAST 86TH STREET 9CNEW YORKNY10028DIRECTOR0.00$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$978,244AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,123AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,089,367TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,089,367AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,341CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,073,026NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,651MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,651MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,114TaxBasedOnInvestmentIncomeAmt
Total Tax$2,114TotalTaxAmt
Distributable Before Adj$51,537DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,537DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,537DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$262,898ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$262,898QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,114PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$260,784AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,537DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$172,656ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$42,882ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$179,230ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$200,401ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$268,584ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$863,753TotalExcessDistributionCyovAmt
Qualifying Distributions$262,898QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,537AppliedToCurrentYearAmt
Remaining Distri From Corpus$211,361RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,075,114TotalCorpusAmt
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$172,656ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$902,458ExcessDistriCyovToNextYrAmt
Excess From Year4$42,882ExcessFromYear4Amt
Excess From Year3$179,230ExcessFromYear3Amt
Excess From Year2$200,401ExcessFromYear2Amt
Excess From Year1$268,584ExcessFromYear1Amt
Excess From Current Year$211,361ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARTHA C BUFORDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BISHOP KELLEY
3905 SOUTH HUDSON AVETULSAOK74135N/ACATHOLIC HIGH SCHOOLGENERAL DONATION.$5,000
EMERALD GEMS FOUNDATION
PO BOX 1818MINNETONKAMN55345N/APUBLIC CHARITYGENERAL DONATION$1,000
FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES
1725 I STREET NW SUITE 300WASHINGTONDC20006N/ANPUBLIC CHARITYGENERAL DONATION$10,000
KRONKOSKY CHARITABLE FOUNDATION
112 EAST PECAN SUITE 830SAN ANTONIATX78205N/APUBLIC CHARITYGENERAL DONATION$5,000
JUVENILE DIABETES RESEARCH FOUNDATION
8700 CROWNHILL BLVD SUITE 803SAN ANTONIOTX78209N/APUBLIC CHARITYGENERAL DONATION$50,000
LEADING THROUGH READING
603 DAVIS STREET 1504AUSTINTX78701N/APUBLIC CHARITYGENERAL DONATION$6,000
PARKER ALLERGY RESEARCH CENTER
400 HAMILTON AVE STE 340PALO ALTOCA94301N/APUBLIC CHARITYGENERAL DONATION$10,000
RIVERFIELD COUNTRY DAY SCHOOL
2433 WEST 61ST STREETTULSAOK74132N/APUBLIC CHARITYGENERAL DONATION$20,000
THE ANIMAL MEDICAL CENTER
510 EAST 62ND STREETNEW YORKNY10065N/APUBLIC CHARITYGENERAL DONATION$10,000
THE SALVATION ARMY
350 N MARKETWICHITAKS67202N/APUBLIC CHARITYGENERAL DONATION$10,000
THE UNIVERSITY OF TULSA
800 SOUTH TUCKER DRIVETULSAOK74104N/APUBLIC CHARITYGENERAL DONATION$8,000
UNITED WAY OF THE PLAINS
245 N WATERWICHITAKS67202N/APUBLIC CHARITYGENERAL DONATION$115,000
YOUTH HORIZONS INC
1601 EAST DOUGLASWICHITAKS67211N/APUBLIC CHARITYGENERAL DONATION$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$262,500TotalGrantOrContriPdDurYrAmt
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$22,289ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$195,697ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$217,986ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$217,986TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$680Amt
Net Investment Income$340NetInvestmentIncomeAmt
Disbursements Charitable Prps$340DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$867,362EOYBookValueAmt
EOYFMV$863,536EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FUND MANAGEMENT FEES$6,069$6,069$0
OFFICE SUPPLIES$116$58$58

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$147$147$0
PRIOR YEAR FEDEAL INCOME TAX$152$0$0
CURRENT YEAR FEDERAL ESTIMATED TAX$1,720$0$0

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