BETA

ANDERSON FAM FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ANDERSON FAM FOUNDATION (EIN 35-6942786)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201501349349101160
Schema version
2014v5.0
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)
Return2015-05-14T10:03:21-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043728817PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRONCONI SEGARRA & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18321 MAIN STREETAddressLine1Txt
CityWILLIAMSVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356942786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANDERSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANDEBusinessNameControlTxt
Phone7162284391PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14455 GENESSE STREET NO 121AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN GEARY CPA CIMA CFPPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7162284391PhoneNum
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN GRIECOPreparerPersonNm
PTINP00759978PTIN
Phone7166331373PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$55,766FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,260DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,260DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,053NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,683GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,053CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,313TotalRevAndExpnssAmt
Total Net Invst Incm$2,313TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$627CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$314CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$313CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$875OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$438OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$437OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$75TaxesRevAndExpnssAmt
Taxes Net Invst Incm$75TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,627TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$852TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$775TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,775ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,775ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,402TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$852TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,550TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,089ExcessRevenueOverExpensesAmt
Net Investment Income$1,461NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,216CashBOYAmt
Cash EOY$3,415CashEOYAmt
Cash EOYFMV$3,415CashEOYFMVAmt
Corporate Stock BOY$37,086CorporateStockBOYAmt
Corporate Stock EOY$33,166CorporateStockEOYAmt
Corporate Stock EOYFMV$37,878CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,538CorporateBondsBOYAmt
Corporate Bonds EOY$7,856CorporateBondsEOYAmt
Corporate Bonds EOYFMV$7,272CorporateBondsEOYFMVAmt
Other Investments BOY$6,267OtherInvestmentsBOYAmt
Other Investments EOY$8,051OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,201OtherInvestmentsEOYFMVAmt
Total Assets BOY$56,107TotalAssetsBOYAmt
Total Assets EOY$52,488TotalAssetsEOYAmt
Total Assets EOYFMV$55,766TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$56,107UnrestrictedBOYAmt
Unrestricted EOY$52,488UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$56,107TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$52,488TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$56,107TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$52,488TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$56,107TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,089ExcessRevenueOverExpensesAmt
Other Increases$470OtherIncreasesAmt
Subtotal$52,488SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$52,488TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PIMCO COMMODITY REAL RETURN CL D - 1000 SHARESP2013-11-252014-04-07$1,000$945$55$55
ISHARES RUSSELL 300 ETF - 25.00 SHSP2013-01-102014-04-21$2,780$2,178$602$602
METROPOLITAN WEST TOT RETURN BOND CL M - 230.203 SHSP2013-01-102014-05-28$2,500$2,507-$7-$7
CAPITAL GAINS DIVIDENDSP$403$403$403
FieldValueIRS element (for citing)
Capital Gain Net Income$1,053CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,957AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$40,938NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047804DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,575AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$28,985NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054338DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,925NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.102142TotalDistributionRt
Average Distribution0.034047AverageDistributionRt
Net Vl Noncharitable Assets$62,274NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,120AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,135AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,550QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$15InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$15TaxDueAmt

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 BooksBRIAN GEARY CPA CIMA CFPIndividualWithBooksNm
Phone7162284391PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14455 GENESSE STREET SUITE 121AddressLine1Txt
CityBUFFALOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14225ZIPCd
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
PRUDENCE D ANDERSON
204 TURNBERRY COURT SOUTHATLANTISFL33462TRUSTEE0.50$0$0$0
MELINDA G POIRIER
112 BRIDLE PATHORCHARD PARKNY14127TRUSTEE0.50$0$0$0
BRIAN M GEARY
4455 GENESSE STREET SUITE 121BUFFALONY14225TRUSTEE0.50$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$58,906AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,316AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$63,222TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$63,222AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$948CashDeemedCharitableAmt
Net Vl Noncharitable Assets$62,274NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,114MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,114MinimumInvestmentReturnAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Total Tax$15TotalTaxAmt
Distributable Before Adj$3,099DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,099DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,099DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,550ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,550QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$15PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,535AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,099DistributableAsAdjustedAmt
Undistributed Income PY$1,994UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,925ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,925TotalExcessDistributionCyovAmt
Qualifying Distributions$5,550QualifyingDistributionsAmt
Applied To Year1$1,994AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,099AppliedToCurrentYearAmt
Remaining Distri From Corpus$457RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,382TotalCorpusAmt
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$2,382ExcessDistriCyovToNextYrAmt
Excess From Year1$1,925ExcessFromYear1Amt
Excess From Current Year$457ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BREAST CANCER RESEARCH FOUNDATION
60 EAST 56TH STREET 8TH FLOORNEW YORKNY10022NONE501(C)(3)GENERAL WORKING CAPITAL$200
DANA FARBER CANCER INSTITUTE
220 SUNRISE AVEPALM BEACHFL33480NONE501(C)(3)GENERAL WORKING CAPITAL$100
PALM BEACH HABILITATION CENTER
4522 SOUTH CONGRESS AVENUELAKE WORTHFL33461NONE501(C)(3)GENERAL WORKING CAPITAL$4,275
LAKE WORTH ROTARY CLUB
301 ORANGE TREE DRIVEATLANTISFL33462NONE501(C)(3)GENERAL WORKING CAPITAL$100
JUSTIN BARTLETT ANIMAL RESCUE
PALM BEACH LAKES BLVDWEST PALM BEACHFL33401NONE501(C)(3)GENERAL WORKING CAPITAL$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,775TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$1,260ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,053ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,313ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,313TotalIncomeProducingActyAmt

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

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$7,856EOYBookValueAmt
EOYFMV$7,272EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLENDED FUNDS$5,897$4,858
CORPORATE STOCK$27,269$33,020

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$8,051BookValueAmt
EOYFMV$7,201EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$25NetInvestmentIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHER FUND BALANCE ADJUSTMENTDesc
Amt$470Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$875Amt
Net Investment Income$438NetInvestmentIncomeAmt
Disbursements Charitable Prps$437DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREGIN TAXES$22$22$0
FEDERAL TAXES$53$53$0

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