HEALTH FORWARD FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HEALTH FORWARD FOUNDATION INC (EIN 15-6018016)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-06
IRS object ID
201641279349100884
Schema version
2015v2.0
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)
Return2016-05-06T11:06:04-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FITZGERALD DEPIETRO & WOJNAS CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1291 GENESEE STREETAddressLine1Txt
CityUTICACityNm
State AbbreviationNYStateAbbreviationCd
ZIP13501ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN156018016EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SLOCUM-DICKSON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSLOCBusinessNameControlTxt
Phone3157242145PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11729 BURRSTONE ROADAddressLine1Txt
CityNEW HARTFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13413ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD COMPSONPersonNm
Person TitlePresidentPersonTitleTxt
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonL Michael FitzgeraldPreparerPersonNm
PTINP00954037PTIN
Phone3157242145PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Taxable PFYes (X)Organization501c3TaxablePFInd
FMV Assets EOY$1,171,736FMVAssetsEOYAmt
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$18,803DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,803DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,803DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$43,124NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$193,867GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,124CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$61,927TotalRevAndExpnssAmt
Total Net Invst Incm$61,927TotalNetInvstIncmAmt
Total Adj Net Incm$18,803TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,385AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,385AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,385AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$8,748OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,748OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$8,748OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$1,027TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,370OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,370OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$9,370OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$20,530TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,503TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$19,503TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,230TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,503TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$19,503TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$65,700TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$24,303ExcessRevenueOverExpensesAmt
Net Investment Income$42,424NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Acct Rcvbl$5,756AcctRcvblAmt
Acct Rcvbl EOY$5,756AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,756AcctRcvblEOYFMVAmt
US Government Obligations BOY$1,031,944USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,001,899USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,140,974USGovtObligationsEOYFMVAmt
Other Investments BOY$25,014OtherInvestmentsBOYAmt
Other Investments EOY$25,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$25,006OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,056,958TotalAssetsBOYAmt
Total Assets EOY$1,032,655TotalAssetsEOYAmt
Total Assets EOYFMV$1,171,736TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,500AccountsPayableBOYAmt
Accounts Payable EOY$1,500AccountsPayableEOYAmt
Total Liabilities BOY$1,500TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,500TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,055,458CapitalStockBOYAmt
Capital Stock EOY$1,031,155CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,055,458TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,031,155TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,056,958TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,032,655TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,055,458TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$24,303ExcessRevenueOverExpensesAmt
Subtotal$1,031,155SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,031,155TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST covered PERSHINGP2015-07-312015-12-31$1,657$1,760-$103-$103
LT COVERED PERSHINGP2013-12-312015-12-31$25,804$25,789$15$15
82 DODGE & COX STOCK FUNDP2008-08-112015-06-08$14,968$11,151$3,817$3,817
199 EUROPACIFIC GROWTH FUND CLASS FP2009-07-302015-06-08$10,000$6,809$3,191$3,191
315 Harbor Capital Appr. FundP2011-11-072015-12-31$19,935$12,261$7,674$7,674
7931 OPPENHEIMER INTL BONDP2013-12-312015-07-30$55,760$61,663-$5,903-$5,903
1526 VANGUARD INFLATION PROTP2008-08-112015-06-08$19,968$19,218$750$750
104 VANGUARD 500 INDEXP2011-11-072015-06-08$19,968$12,092$7,876$7,876
CAPITAL GAIN DISTRIBUTIONSP2013-12-312015-12-31$25,807$25,807$25,807
FieldValueIRS element (for citing)
Capital Gain Net Income$43,124CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$103NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$74,145AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,246,975NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05946DistributionYr1Rt
Adjusted Qlfy Distri Yr2$46,775AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,197,778NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03905DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,580AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,108,026NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03753DistributionYr3Rt
Adjusted Qlfy Distri Yr4$71,482AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,126,541NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06345DistributionYr4Rt
Adjusted Qlfy Distri Yr5$92,690AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,139,322NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08136DistributionYr5Rt
Total Distribution0.280845TotalDistributionRt
Average Distribution0.056169AverageDistributionRt
Net Vl Noncharitable Assets$1,211,004NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,021AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$424NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$68,445AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,700QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$848InvestmentIncomeExciseTaxAmt
Subtotal$848SubtotalAmt
Tax Based On Investment Income$848TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$17EsPenaltyAmt
Tax Due$865TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FITZGERALD DEPIETRO & WOJNASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3157242145PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1291 GENESEE STAddressLine1Txt
CityUTICACityNm
State AbbreviationNYStateAbbreviationCd
ZIP13501ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TONY SPIRIDIGLOZZI
310 GENESEE STUTICANY13502Treasurer0.00$0
PHYLLIS SPINNER
53 ELM STREETDOLGEVILLENY13329Director0.00$0
MEREDITH BONHAM
198 COLLEGE HILL RDCLINTONNY13323Director0.00$0
DOMINIC PASSALACQUA
1600 BURRSTONE ROADUTICANY13502Director0.00$0
RICHARD COMPSON
2621 GENESEE STUTICANY13501President0.00$0
JAMES CEASER MD
32 MORGAN LANENEW HARTFORDNY13413Director0.00$0
ELIZABETH DUGAN
2634 EDGEWOOD RDUITICANY13501Vice President0.00$0
STEPHEN EADLINE MD
1729 BURRSTONE RDNEW HARTFORDNY13413Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,229,446AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,229,446TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,229,446AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,442CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,211,004NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,550MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,550MinimumInvestmentReturnAmt
Tax Based On Investment Income$848TaxBasedOnInvestmentIncomeAmt
Total Tax$848TotalTaxAmt
Distributable Before Adj$59,702DistributableBeforeAdjAmt
Distributable Before Ded$59,702DistributableBeforeDedAmt
Distributable As Adjusted$59,702DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,700ExpensesAndContributionsAmt
Qualifying Distributions$65,700QualifyingDistributionsAmt
Adjusted Qualifying Distri$65,700AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,702DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$35,928ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,572ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$81,127ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$13,316ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$145,943TotalExcessDistributionCyovAmt
Qualifying Distributions$65,700QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,702AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,998RemainingDistriFromCorpusAmt
Total Corpus$151,941TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$35,928ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$116,013ExcessDistriCyovToNextYrAmt
Excess From Year4$15,572ExcessFromYear4Amt
Excess From Year3$81,127ExcessFromYear3Amt
Excess From Year1$13,316ExcessFromYear1Amt
Excess From Current Year$5,998ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSlocum Dickson Foundation INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11729 Burrstone RoadAddressLine1Txt
CityNew HartfordCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13413ZIPCd
FieldValueIRS element (for citing)
Form And Info And MaterialsDETAILED LETTER REQUEST WITH SUPPORTING DOCUMENTSFormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 1 AND SEPTEMBER 1 OF EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsCENTRAL NEW YORK, MEDICAL EDUCATION RELATEDRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UTICA COLLEGE
BURRSTONE ROADUTICANY13502NA501C3GENERAl FUND$10,000
HERKIMER COUNTY COMM COLL
100 RESERVOIR ROADHERKIMERNY13350NA501C3general fund$2,000
BOCES NEW VISION HEALTH
4747 MIDDLESETTLEMENT ROADNEW HARTFORDNY13413NA501C3general fund$2,000
FAXTON-ST LUKES HEALTHCARE
2215 GENESEE STREETUTICANY13501NA501C3general fund$10,000
ST ELIZABETH SCHOOL OF NURSING
2215 GENESEE STREETUTICANY13501NA501C3general fund$12,000
SLOCUM DICKSON EDUCATIONAL INSTITUT
1729 Burrstone RoadNEW HARTFORDNY13413NA501C3GENERAL FUND$15,000
MOHAWK VALLEY COMMUNITY COLLEGE
1101 Sherman DriveUTICANY13501NA501C3GENERAL FUND$2,000
CORNELL COOPERATIVE EXTENSION
2nd StORISKANYNY13424NA501C3GENERAL FUND$4,000
MOHAWK VALLEY HEART INSTITUTE
2209 Genesee StUTICANY13501NA501C3GENERAL FUND$2,200
BELIEVE 271
8530 OLD POLAND ROADBARNEVELDNY13304NA501C3GENERAL FUND$1,000
GIRL SCOUTS OF NY
8170 THOMPSON ROADCICERONY13039NA501C3GENERAL FUND$500
SUNY POLYTECH INSTITUTE
100 SEYMOUR ROADUTICANY13502NA501C3GENERAL FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,803ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$43,124ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$61,927ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,927TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,385Amt
Net Investment Income$1,385NetInvestmentIncomeAmt
Adjusted Net Income$1,385AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
General Explanation Supplemental Information for Form 990-PFPART VIII, LINE 1STATEMENT 8 ADDENDUMPRESIDENT AND TREASURER DEVOTE 15 HOURS ANNYALLY TO THEIR POSITIONALL DIRECTORS DEVOTE 5 HOURS ANNUALLY TO THEIR POSITION
General Explanation Supplemental Information for Form 990-PFSCHEDULE 1 - PART II, LINE 10a and 13NAME BOOK MARKET GE CAP CORP MEDIUM TERM NTS 25,000 25,006 -------- -------- TOTAL 25,000 25,006Dodge & Cox Stock Fund 74,007 88,433Europacific Growth Fund Class F-1 60,577 78,147 Harbor International Fund 78,260 77,658Harbor Capital Appreciation Fund 83,178 107,294Metropolitan West Total Return Bond 128,794 125,855Pimco Total Return Class A 136,992 126,245T Rowe Price Small Cap Stock 64,925 56,999Templeton Global Fund Class A 50,622 48,388Vanguard Intermediate Term 61,539 58,196Vanguard Inflation Protected 63,171 60,575Vanguard 500 Index Fund Investor Shares 131,715 187,756Vanguard Mid- Cap Stock Index Fund 59,475 116,784Sunamerica Money Market 8,644 8,644 --------- --------- TOTAL 1,026,899 1,165,980

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Domain Registration$227$227$227
INSURANCE$1,967$1,967$1,967
Miscellaneous$7,176$7,176$7,176

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$8,748Amt
Net Investment Income$8,748NetInvestmentIncomeAmt
Adjusted Net Income$8,748AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$1,027Amt

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