BETA

DOUGLAS E MITCHEL CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DOUGLAS E MITCHEL CHARITABLE FOUNDATION (EIN 01-0739379)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-03-30
IRS object ID
201640909349100884
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)
Return2016-03-30T17:59:22-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341599718PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Card Palmer Sibbison & CoBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14545 Hinckley ParkwayAddressLine1Txt
CityClevelandCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441096009ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010739379EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Douglas E Mitchell CharitableBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDOUGBusinessNameControlTxt
Phone2163485803PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 Superior Ave No 2100AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBERNARD KARRPersonNm
Person TitleSecretaryPersonTitleTxt
Phone2163485803PhoneNum
Signature2016-03-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLeonard Sott Jr CPAPreparerPersonNm
PTINP01238880PTIN
Phone2166216100PhoneNum
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$793,696FMVAssetsEOYAmt
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$25,275DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,275DividendsNetInvstIncmAmt
Dividends Adj Net Incm$25,275DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$12,176NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$73,085GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,176CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,451TotalRevAndExpnssAmt
Total Net Invst Incm$37,451TotalNetInvstIncmAmt
Total Adj Net Incm$25,275TotalAdjNetIncmAmt
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
Legal Fees Rev And Expnss$4,332LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,177OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,177OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$8,177OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$420TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,079TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,177TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,177TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,079TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,177TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,177TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$42,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,628ExcessRevenueOverExpensesAmt
Net Investment Income$29,274NetInvestmentIncomeAmt
Adjusted Net Income$17,098AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,157SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,123SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,123SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$332,969CorporateStockBOYAmt
Corporate Stock EOY$347,033CorporateStockEOYAmt
Corporate Stock EOYFMV$558,645CorporateStockEOYFMVAmt
Corporate Bonds BOY$261,799CorporateBondsBOYAmt
Corporate Bonds EOY$216,141CorporateBondsEOYAmt
Corporate Bonds EOYFMV$215,928CorporateBondsEOYFMVAmt
Total Assets BOY$600,925TotalAssetsBOYAmt
Total Assets EOY$582,297TotalAssetsEOYAmt
Total Assets EOYFMV$793,696TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$600,925UnrestrictedBOYAmt
Unrestricted EOY$582,297UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$600,925TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$582,297TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$600,925TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$582,297TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$600,925TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,628ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$582,297SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$582,297TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50000 CITIGROUP INCP2010-02-252015-05-07$50,000$49,530$470$470
300 MEDTRONIC INCP2002-07-122015-01-27$23,085$11,379$11,706$11,706
FieldValueIRS element (for citing)
Capital Gain Net Income$12,176CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,580AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$852,345NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049956DistributionYr1Rt
Adjusted Qlfy Distri Yr2$40,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$804,584NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049715DistributionYr2Rt
Adjusted Qlfy Distri Yr3$38,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$775,742NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048985DistributionYr3Rt
Adjusted Qlfy Distri Yr4$37,881AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$758,365NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049951DistributionYr4Rt
Adjusted Qlfy Distri Yr5$37,407AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$737,125NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050747DistributionYr5Rt
Total Distribution0.249354TotalDistributionRt
Average Distribution0.049871AverageDistributionRt
Net Vl Noncharitable Assets$851,833NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$42,482AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$293NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,775AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$585InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$585SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$585TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$10EsPenaltyAmt
Tax Due$595TaxDueAmt

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
Org Report Or Register StateOHOrgReportOrRegisterStateCd
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 BooksBERNARD L KARRIndividualWithBooksNm
Phone2163485803PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12100 BANK ONE CENTERAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
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
MARTHA M REIDEL
495 FAR HILL ROADWAYZATAMN55391President1.00$0$0$0
MATTHEW T MITCHELL
8 SHANNEY BROOK COURTPHOENIXMD21131Vice President1.00$0$0$0
BERNARD KARR
2100 BANK ONE CENTERCLEVELANDOH44114Sec- Treasurer2.00$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)
Description1THE FOUNDATION'S LARGEST CHARITABLE ACTIVITY INVOLVES MAKING GIFTS, GRANTS, CONTRIBUTIONS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS.Description1Txt
Expenses1$42,000Expenses1Amt

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$826,682AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,123AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$864,805TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$864,805AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,972CashDeemedCharitableAmt
Net Vl Noncharitable Assets$851,833NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,592MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,592MinimumInvestmentReturnAmt
Tax Based On Investment Income$585TaxBasedOnInvestmentIncomeAmt
Total Tax$585TotalTaxAmt
Distributable Before Adj$42,007DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,007DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,007DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,007DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$803ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$803TotalExcessDistributionCyovAmt
Qualifying Distributions$42,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$42,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7ExcessDistributionCyovAppCYAmt
Total Corpus$796TotalCorpusAmt
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$796ExcessDistriCyovToNextYrAmt
Excess From Year1$796ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARTHA M REIDELContributingManagerNm
Contributing ManagerMATTHEW T MITCHELLContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMartha M Reidel Bernard L KarrRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12100 Bank One CenterAddressLine1Txt
CityClevelandCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2163485803RecipientPhoneNum
Form And Info And MaterialsWritten requests required.FormAndInfoAndMaterialsTxt
Submission DeadlinesNovember 1SubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BENILDE - ST MARGARET'S SCHOOL
2501 HIGHWAY 100 SOUTHST LOUIS PARKMN55416NONEPUBLICUNRESTRICTED$5,000
BOYS GIRLS CLUBS OF CLEVELAND
6114 BROADWAY AVECLEVELANDOH44127NONEPUBLICUNRESTRICTED$14,000
DUNWOODY COLLEGE OF TECHNOLOGY
818 DUNWOODY BLVDMINNEAPOLISMN55403NONEPUBLICUNRESTRICTED$4,000
GROVES ACADEMY
3200 HIGHWAY 100 SOUTHST LOUIS PARKMN55416NONEPUBLICUNRESTRICTED$5,000
NATIONAL OUTDOOR LEADERSHIP SCHOOL
284 LINCOLN STLANDERWY82520NONEPUBLICUNRESTRICTED$7,000
THE HOLE IN THE WALL GANG FUND
555 LONG WHARF DRIVENEW HAVENCT06511NONEPUBLICUNRESTRICTED$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,000TotalGrantOrContriPdDurYrAmt
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$25,275ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,176ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,451ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,451TotalIncomeProducingActyAmt

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$950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME FUNDSBondNm
EOY Book Value$216,141EOYBookValueAmt
EOYFMV$215,928EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$347,033EOYBookValueAmt
EOYFMV$558,645EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,332LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment feesCategoryTxt
Amt$8,177Amt
Net Investment Income$8,177NetInvestmentIncomeAmt
Adjusted Net Income$8,177AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF TAXCategoryTxt
Amt$420Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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