BETA

HELEN BENHAM FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HELEN BENHAM FOUNDATION (EIN 27-6069983)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201631379349100518
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)
Return2016-05-16T08:00:51-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043191789PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORIARTY & PRIMACK PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MONARCH PLACE STE 900AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP011444011ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276069983EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HELEN BENHAM FOUNDATIONBusinessNameLine1Txt
Business Name Line2HELEN BENHAM TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHELEBusinessNameControlTxt
Phone2129419019PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1134-140 GREENE STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHELEN V BENHAMPersonNm
Person TitleTRUSTEE, GRANTORPersonTitleTxt
Phone2129419019PhoneNum
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS THEOBALDPreparerPersonNm
PTINP00368792PTIN
Phone4137391800PhoneNum
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$919,202FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,400ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,007DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,007DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,152NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$177,083GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,261TotalRevAndExpnssAmt
Total Net Invst Incm$15,013TotalNetInvstIncmAmt
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$4,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,720OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,860OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$202TaxesRevAndExpnssAmt
Taxes Net Invst Incm$202TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,322TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,262TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,322TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,262TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$36,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,061ExcessRevenueOverExpensesAmt
Net Investment Income$7,751NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$44,964SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$71,019SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$71,019SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$210CorporateStockBOYAmt
Corporate Stock EOY$210CorporateStockEOYAmt
Corporate Stock EOYFMV$269,920CorporateStockEOYFMVAmt
Other Investments BOY$566,777OtherInvestmentsBOYAmt
Other Investments EOY$507,661OtherInvestmentsEOYAmt
Other Investments EOYFMV$578,263OtherInvestmentsEOYFMVAmt
Total Assets BOY$611,951TotalAssetsBOYAmt
Total Assets EOY$578,890TotalAssetsEOYAmt
Total Assets EOYFMV$919,202TotalAssetsEOYFMVAmt
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$611,951RetainedEarningBOYAmt
Retained Earning EOY$578,890RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$611,951TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$578,890TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$611,951TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$578,890TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$611,951TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,061ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$578,890SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$578,890TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - AVAILABLE UPON REQUESTP2015-01-012015-07-01$10,305$10,624-$319-$319
CHARLES SCHWAB - AVAILABLE UPON REQUESTP2014-01-012015-07-01$166,279$170,611-$4,332-$4,332
CAPITAL GAINS DIVIDENDSP$499$499$499
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,152CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$27,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$915,459NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.030040DistributionYr1Rt
Adjusted Qlfy Distri Yr2$48,975AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$873,611NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056060DistributionYr2Rt
Adjusted Qlfy Distri Yr3$44,103AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$857,424NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051437DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,324AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$851,800NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061428DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,125AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$808,213NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.023663DistributionYr5Rt
Total Distribution0.222628TotalDistributionRt
Average Distribution0.044526AverageDistributionRt
Net Vl Noncharitable Assets$939,334NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,825AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$78NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,903AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$36,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$155InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$155SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$155TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$878EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$878TotalPaymentsAndCreditsAmt
Overpayment$723OverpaymentAmt
Applied To ES Tax$723AppliedToESTaxAmt
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 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 BooksHELEN V BENHAMIndividualWithBooksNm
Phone2129419019PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1134-140 GREENE STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10012ZIPCd
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

FieldValueIRS element (for citing)
PersonHELEN V BENHAMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1134-140 GREENE STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10012ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$893,886AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,753AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$953,639TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$953,639AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,305CashDeemedCharitableAmt
Net Vl Noncharitable Assets$939,334NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,967MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,967MinimumInvestmentReturnAmt
Tax Based On Investment Income$155TaxBasedOnInvestmentIncomeAmt
Total Tax$155TotalTaxAmt
Distributable Before Adj$46,812DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,812DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,812DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$36,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$36,200AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,812DistributableAsAdjustedAmt
Undistributed Income PY$4,989UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$36,200QualifyingDistributionsAmt
Applied To Year1$4,989AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,211AppliedToCurrentYearAmt
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$15,601UndistributedIncomeCYAmt
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 ManagerHELEN V BENHAMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DOCTORS WITHOUT BORDERS
333 7TH AVENUE 2ND FLOORNEW YORKNY10001NONE501(C)(3) PUBLIC CHACHARITABLE$1,000
HABITAT FOR HUMANITY
PO BOX 1093VINEYARD HAVENMA02568NONE501(C)(3) PUBLIC CHACHARITABLE$1,500
HEIFER INTERNATIONAL
1 WORLD AVENUELITTLE ROCKAR72202NONE501(C)(3) PUBLIC CHACHARITABLE$1,500
MARTHA'S VINEYARD FILM FESTIVAL
9 STATE ROADCHILMARKMA02535NONE501(C)(3) PUBLIC CHACHARITABLE$3,500
MARTHA'S VINEYARD HOSPITAL
1 HOSPITAL ROADOAK BLUFFSMA02557NONE501(C)(3) PUBLIC CHACHARITABLE$1,000
NEW YORK WOMEN'S FUND
39 BROADWAY 23RD FLOORNEW YORKNY10006NONE501(C)(3) PUBLIC CHACHARITABLE$2,500
SAVE THE CHILDREN
54 WILTON ROADWESTPORTCT06880NONE501(C)(3) PUBLIC CHACHARITABLE$2,500
THE FARM INSTITUTE
PO BOX 1868EDGARTOWNMA02539NONE501(C)(3) PUBLIC CHACHARITABLE$1,500
THE VINEYARD CONSERVATION SOCIETY
LAMBERTS COVE ROADVINEYARD HAVENMA02568NONE501(C)(3) PUBLIC CHACHARITABLE$1,500
TICK BORNE DISEASE ALLIANCE
16 JUSTIN ROADHARRISONNY10528NONE501(C)(3) PUBLIC CHACHARITABLE$2,500
VINEYARD OPEN LAND FOUNDATION
232 MAIN STREETVINEYARD HAVENMA02568NONE501(C)(3) PUBLIC CHACHARITABLE$500
ZERO TO THREE
1255 23RD STREETWASHINGTONDC20037NONE501(C)(3) PUBLIC CHACHARITABLE$1,000
ISLAND HOUSING TRUST
346 STATE ROADVINEYARD HAVENMA02568NONE501(C)(3) PUBLIC CHACHARITABLE$10,000
VINEYARD HOUSE
56 SHORT HILL ROADVINEYARD HAVENMA02568NONE501(C)(3) PUBLIC CHACHARITABLE$1,000
BASILICA OF ST PATRICK'S OLD CATHEDRAL
263 MULBERRY STREETNEW YORKNY10012NONE501(C)(3) PUBLIC CHACHARITABLE$500
THE BOWERY MISSION
227 BOWERYNEW YORKNY10002NONE501(C)(3) PUBLIC CHACHARITABLE$1,000
DISABLED AMERICAN VETRANS
PO BOX 14301CINNCINNATIOH452500301NONE501(C)(3) PUBLIC CHACHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,000TotalGrantOrContriPdDurYrAmt
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$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,007ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,152ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,861ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,861TotalIncomeProducingActyAmt

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)
CategoryTAX PREP FEESCategoryTxt
Amt$4,400Amt
Net Investment Income$2,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,200DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$210EOYBookValueAmt
EOYFMV$269,920EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$507,661BookValueAmt
EOYFMV$578,263EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$9,720Amt
Net Investment Income$4,860NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$202Amt
Net Investment Income$202NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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