PAUL C RICHARDS & GLADYS RICHARDS CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PAUL C RICHARDS & GLADYS RICHARDS CHARITABLE FOUNDATION (EIN 04-6774586)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-12
IRS object ID
201631949349100408
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)
Return2016-07-12T10:37:21-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043037870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOLLUS LYNCH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line189 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046774586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PAUL C RICHARDS AND GLADYS WBusinessNameLine1Txt
Business Name Line2RICHARDS CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone5083664657PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POWDER HILL WAY UNIT 31AddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERTA CARLINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5083664657PhoneNum
Signature2016-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA E KINGPreparerPersonNm
PTINP00005629PTIN
Phone5087557107PhoneNum
Preparation2016-06-16PreparationDt
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$1,497,937FMVAssetsEOYAmt
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$49,471DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,471DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$36,588NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,605,936GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,588CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$86,059TotalRevAndExpnssAmt
Total Net Invst Incm$86,059TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,400CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,200CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,055OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,055OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,435TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$187OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,077TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,055TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,200TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,577TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,055TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$31,482ExcessRevenueOverExpensesAmt
Net Investment Income$75,004NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,174CashBOYAmt
Cash EOY$34,648CashEOYAmt
Cash EOYFMV$34,648CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,477SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,315SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$37,315SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$150,371USGovernmentObligationsBOYAmt
US Government Obligations EOY$172,778USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$171,756USGovtObligationsEOYFMVAmt
Corporate Stock BOY$935,757CorporateStockBOYAmt
Corporate Stock EOY$515,815CorporateStockEOYAmt
Corporate Stock EOYFMV$478,438CorporateStockEOYFMVAmt
Corporate Bonds BOY$410,621CorporateBondsBOYAmt
Corporate Bonds EOY$338,050CorporateBondsEOYAmt
Corporate Bonds EOYFMV$323,726CorporateBondsEOYFMVAmt
Other Investments BOY$30,164OtherInvestmentsBOYAmt
Other Investments EOY$474,440OtherInvestmentsEOYAmt
Other Investments EOYFMV$452,054OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,541,564TotalAssetsBOYAmt
Total Assets EOY$1,573,046TotalAssetsEOYAmt
Total Assets EOYFMV$1,497,937TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,473,677CapitalStockBOYAmt
Capital Stock EOY$3,473,677CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$1,932,113RetainedEarningBOYAmt
Retained Earning EOY-$1,900,631RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,541,564TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,573,046TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,541,564TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,573,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,541,564TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$31,482ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,573,046SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,573,046TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PERSHING 18634P2014-01-012015-12-31$180,572$183,327-$2,755-$2,755
PERSHING 18451P2014-01-012015-12-31$24,996$25,184-$188-$188
PERSHING 12597P2014-01-012015-12-31$548,712$514,670$34,042$34,042
PERSHING 28492P2014-01-012015-12-31$1,751,656$1,746,165$5,491$5,491
PERSHING 30182P2014-01-012015-12-31$100,000$100,002-$2-$2
FieldValueIRS element (for citing)
Capital Gain Net Income$36,588CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$96,217AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,619,965NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059394DistributionYr1Rt
Adjusted Qlfy Distri Yr2$97,643AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,630,314NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.059892DistributionYr2Rt
Adjusted Qlfy Distri Yr3$92,362AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,560,049NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059205DistributionYr3Rt
Adjusted Qlfy Distri Yr4$94,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,623,850NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057887DistributionYr4Rt
Adjusted Qlfy Distri Yr5$93,173AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,687,906NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055200DistributionYr5Rt
Total Distribution0.291578TotalDistributionRt
Average Distribution0.058316AverageDistributionRt
Net Vl Noncharitable Assets$1,522,603NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$88,792AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$750NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$89,542AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,500InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,500SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,500TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,702EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,702TotalPaymentsAndCreditsAmt
Overpayment$1,202OverpaymentAmt
Applied To ES Tax$1,202AppliedToESTaxAmt
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 StateMAOrgReportOrRegisterStateCd
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 BooksROBERTA CARLINIndividualWithBooksNm
Phone5083664657PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1POWDER HILL WAY UNIT 31AddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
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
ROBERTA CARLIN
31 POWDER HILL WAY UNIT 31WESTBOROUGHMA01581TRUSTEE5.00$1,200$0$0
LINDA ARMAN
435 COUNTRY CLUB LANEGALAXVA24333TRUSTEE5.00$1,200$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$1,527,879AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,911AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,545,790TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,545,790AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,187CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,522,603NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,130MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,130MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,500TaxBasedOnInvestmentIncomeAmt
Total Tax$1,500TotalTaxAmt
Distributable Before Adj$74,630DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$74,630DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$74,630DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,700ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$40,700QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$40,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$74,630DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$9,484ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,116ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,218ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,247ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,855ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$73,920TotalExcessDistributionCyovAmt
Qualifying Distributions$40,700QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,700AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$33,930ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$33,930ExcessDistributionCyovAppCYAmt
Total Corpus$39,990TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$39,990ExcessDistriCyovToNextYrAmt
Excess From Year3$4,888ExcessFromYear3Amt
Excess From Year2$18,247ExcessFromYear2Amt
Excess From Year1$16,855ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MAKE A WISH FOUNDATION
ONE BULFINCH PLACEBOSTONMA02114NONEPUBLIC CHARITYCOMMUNITY RELATIONS$5,000
TTC RESEARCH GRANT
2954 E PORTOLA VALLEY DRIVEGILBERTAZ85297NONEPUBLIC CHARITYEDUCATIONAL$10,000
UMASS MEMORIAL FOUNDATION
365 PLANTATION STREETWORCESTERMA01605NONEPUBLIC CHARITYEDUCATIONAL$2,500
UNIVERSITY OF CONNECTICUT
115 N EAGLEVILLE RDSTORRSCT06268NONEPUBLIC CHARITYEDUCATIONALEDUCATIONALEDUCATIONAL$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,500TotalGrantOrContriPdDurYrAmt
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$49,471ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$36,588ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$86,059ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$86,059TotalIncomeProducingActyAmt

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$5,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$338,050EOYBookValueAmt
EOYFMV$323,726EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$515,815EOYBookValueAmt
EOYFMV$478,438EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$172,778USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$171,756USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$474,440BookValueAmt
EOYFMV$452,054EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGE$90$0$0
MISC$97$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORYCategoryTxt
Amt$8,055Amt
Net Investment Income$8,055NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,435Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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