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NANCY C AND DALE DOUGHERTY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NANCY C AND DALE DOUGHERTY FOUNDATION (EIN 94-3347140)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201521339349101712
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)
Return2015-05-13T11:22:53-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943347140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nancy C and Dale Dougherty FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlNANCBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personnancy c doughertyPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$2,385,868FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$58,272DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,272DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$91,485NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$369,285GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$91,485CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$149,774TotalRevAndExpnssAmt
Total Net Invst Incm$149,774TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$12,420OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,420OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,259TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15,684OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$15,684OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,363TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,420TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,684TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$120,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$120,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$150,363TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,420TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$135,684TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$589ExcessRevenueOverExpensesAmt
Net Investment Income$137,354NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$47,778SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$77,110SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$77,110SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,008AcctRcvblAmt
Acct Rcvbl EOY$1,008AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,008AcctRcvblEOYFMVAmt
US Government Obligations BOY$267,389USGovernmentObligationsBOYAmt
US Government Obligations EOY$311,863USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$322,012USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,551,455CorporateStockBOYAmt
Corporate Stock EOY$1,476,052CorporateStockEOYAmt
Corporate Stock EOYFMV$1,985,738CorporateStockEOYFMVAmt
Total Assets BOY$1,866,622TotalAssetsBOYAmt
Total Assets EOY$1,866,033TotalAssetsEOYAmt
Total Assets EOYFMV$2,385,868TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,866,622RetainedEarningBOYAmt
Retained Earning EOY$1,866,033RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,866,622TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,866,033TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,866,622TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,866,033TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,866,622TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$589ExcessRevenueOverExpensesAmt
Subtotal$1,866,033SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,866,033TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$369,285GrossSalesPriceAmt
Cost Or Other Basis$277,800CostOrOtherBasisAmt
Gain Or Loss$91,485GainOrLossAmt
Gains Minus Excess Or Losses$91,485GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$91,485CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$373,097AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,464,802NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.15137DistributionYr1Rt
Adjusted Qlfy Distri Yr2$346,497AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,483,218NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.139535DistributionYr2Rt
Adjusted Qlfy Distri Yr3$277,443AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,669,083NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.103947DistributionYr3Rt
Adjusted Qlfy Distri Yr4$219,092AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,620,477NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.083608DistributionYr4Rt
Adjusted Qlfy Distri Yr5$244,100AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,392,160NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.102042DistributionYr5Rt
Total Distribution0.580502TotalDistributionRt
Average Distribution0.1161AverageDistributionRt
Net Vl Noncharitable Assets$2,424,336NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$281,465AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,374NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$282,839AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$135,684QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,747InvestmentIncomeExciseTaxAmt
Subtotal$2,747SubtotalAmt
Tax Based On Investment Income$2,747TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,247TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Dale Dougherty
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec / Treas1.0$0
Nancy C Dougherty
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,403,834AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,421AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,461,255TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,461,255AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,919CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,424,336NetVlNoncharitableAssetsAmt
Minimum Investment Return$121,217MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$121,217MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,747TaxBasedOnInvestmentIncomeAmt
Total Tax$2,747TotalTaxAmt
Distributable Before Adj$118,470DistributableBeforeAdjAmt
Distributable Before Ded$118,470DistributableBeforeDedAmt
Distributable As Adjusted$118,470DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$135,684ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$135,684QualifyingDistributionsAmt
Adjusted Qualifying Distri$135,684AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$118,470DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr5$125,584ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$90,046ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$145,969ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$224,424ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$253,575ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$839,598TotalExcessDistributionCyovAmt
Qualifying Distributions$135,684QualifyingDistributionsAmt
Applied To Current Year$118,470AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,214RemainingDistriFromCorpusAmt
Total Corpus$856,812TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$125,584ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$731,228ExcessDistriCyovToNextYrAmt
Excess From Year4$90,046ExcessFromYear4Amt
Excess From Year3$145,969ExcessFromYear3Amt
Excess From Year2$224,424ExcessFromYear2Amt
Excess From Year1$253,575ExcessFromYear1Amt
Excess From Current Year$17,214ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDALE DOUGHERTYContributingManagerNm
Contributing ManagerNANCY C DOUGHERTYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONSERVATION LAW FOUNDATION INC
62 SUMMER STBOSTONMA02110N/APCSenior Attorney Program$50,000
GLOBAL STUDENT EMBASSY
PO BOX 544SEBASTOPOLCA95473N/APCScholarship Fund and Reforestation Fund$20,000
TIDES CENTER
PO BOX 29907SAN FRANCISCOCA94129N/APCMaker Education Initiative$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$120,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,272ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$91,485ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$149,774ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$149,774TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS PORTFOLIO$22,405$29,356
DFA EMERGING MARKETS VALUE POR$26,472$28,139
DFA FIVE YEAR GLOBAL FIXED INC$264,257$258,434
DFA INFLATION PROTECTED SECURI$98,152$107,402
DFA INTERNATIONAL REAL ESTATE$28,145$34,742
DFA INTERNATIONAL SMALL CAP VA$51,463$63,176
DFA INTERNATIONAL VALUE PORTFO$263,247$313,471
DFA REAL ESTATE SECURITIES POR$24,978$60,196
DFA U.S. LARGE CAP VALUE PORTF$128,686$264,169
DFA U.S. MICRO CAP PORTFOLIO$68,835$105,720
DFA U.S. SMALL CAP VALUE PORTF$182,445$293,508
DFA US LARGE COMPANY PORTFOLIO$148,765$262,152
VANGUARD INT TRM BD$168,202$165,273

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$185,010USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$197,549USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$126,853StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$124,463StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$14,234$14,234
Foundation Dues & Memberships$1,450$1,450

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$12,420Amt
Net Investment Income$12,420NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2014$1,500
990-PF Excise Tax for 2013$759

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